THE ANNA AND JOHN J SIE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE ANNA AND JOHN J SIE FOUNDATION (EIN 83-6058353)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-27
- IRS object ID
- 202213009349100531
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-27T14:15:41-05:00 | 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 | 836058353 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Anna and John J Sie Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANNA | BusinessNameControlTxt |
| Phone | 3034686060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3239 E 2nd Ave | AddressLine1Txt |
| City | Denver | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80206 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John J Sie | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 3034686060 | PhoneNum |
| Signature | 2022-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | John | PersonFirstNm |
| Person Last | Sie | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kenneth Fichter | PreparerPersonNm |
| PTIN | P02384656 | PTIN |
| Phone | 3035345953 | PhoneNum |
| Preparation | 2022-10-27 | 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 | $57,191,257 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $156,331 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $156,331 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,001,691 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $4,001,691 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $99,346 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $99,030 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,257,368 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,257,052 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $140,384 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $120 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $140,264 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $120,888 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $120,888 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $58,117 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $58,117 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $30,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $30,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,756 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,756 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $75,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $75,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $28,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $59 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $59 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $885 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $885 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24,738 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,276 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17,462 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $483,827 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $82,396 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $373,431 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,918,068 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,918,068 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,401,895 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $82,396 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,291,499 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,144,527 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,174,656 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,668,230 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,572,205 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,572,205 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $970,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $980,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $970,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $970,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $8,694,602 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,981,570 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,616,201 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $19,208,579 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,883,109 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $28,781,078 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $11,248,648 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $11,248,648 | LandBOYAmt |
| Land EOY | $11,248,648 | LandEOYAmt |
| Land EOYFMV | $11,248,648 | LandEOYFMVAmt |
| Other Assets BOY | $3,125 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,125 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,125 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $43,803,184 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,658,657 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $57,191,257 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $43,803,184 | RetainedEarningBOYAmt |
| Retained Earning EOY | $42,658,657 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,803,184 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,658,657 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,803,184 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $42,658,657 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,803,184 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,144,527 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $42,658,657 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $42,658,657 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|
| Capital gains on marketable securities | $597,994 | $597,994 | |
| Wellington Trust | $1,553,456 | $1,553,456 | P |
| Newport Asia | $267,729 | $267,729 | P |
| Highclere International | $351,215 | $351,215 | P |
| Fortress Credit Opportunities | $3,396 | $3,396 | P |
| Farallon Capital Institutional Partners | $333,162 | $333,162 | P |
| CamCap Resources | -$66,665 | -$66,665 | P |
| Highfields | -$42,314 | -$42,314 | P |
| Maverick | $223,482 | $223,482 | P |
| Viking | $780,236 | $780,236 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,001,691 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $58,028 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $58,028 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $58,028 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $60,719 | 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 | $60,719 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,691 | OverpaymentAmt |
| Applied To ES Tax | $2,691 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mary Beth Wallingford | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3034686060 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3239 E 2nd Ave | AddressLine1Txt |
| City | Denver | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Anna M Sie | ||||||||
| 3239 E 2nd Ave | Denver | CO | 80206 | Trustee | 11.00 | $0 | $0 | $0 |
| John J Sie | ||||||||
| 3239 E 2nd Ave | Denver | CO | 80206 | Trustee | 24.00 | $12,000 | $18,505 | $0 |
| Michelle S Whitten | ||||||||
| 3239 E 2nd Ave | Denver | CO | 80206 | Executive Director | 20.00 | $128,384 | $13,486 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Monticello Associates | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 Larimer St Ste 2100 | AddressLine1Txt |
| City | Denver | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment advisor | ServiceTypeTxt |
| Compensation | $75,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $41,998,640 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,286,895 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $970,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $48,255,535 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $48,255,535 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $723,833 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $47,531,702 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,376,585 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,376,585 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $58,028 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $58,028 | TotalTaxAmt |
| Distributable Before Adj | $2,318,557 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,318,557 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,318,557 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,291,499 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,291,499 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,318,557 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,966,922 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,202,233 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,312,506 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,451,058 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,193,547 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $25,126,266 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,291,499 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,318,557 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,972,942 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $28,099,208 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $8,966,922 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,132,286 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,202,233 | ExcessFromYear4Amt |
| Excess From Year3 | $4,312,506 | ExcessFromYear3Amt |
| Excess From Year2 | $6,451,058 | ExcessFromYear2Amt |
| Excess From Year1 | $1,193,547 | ExcessFromYear1Amt |
| Excess From Current Year | $2,972,942 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Anna M Sie | ContributingManagerNm |
| Contributing Manager | John J Sie | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (78 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Adam's Camp | ||||||||
| 56 Inverness Dr E Suite 250 | Englewood | CO | 80112 | N/A | PC | The mission of Adams Camp is to realize the potentials and develop the strengths of children and young adults by bringing together families with professionals and volunteers to collaboratively provide customized, intensive therapy, family support, and recreation in a camp environment. | $5,000 | |
| Adam's Camp | ||||||||
| 56 Inverness Dr E Suite 250 | Englewood | CO | 80112 | N/A | PC | The mission of Adams Camp is to realize the potentials and develop the strengths of children and young adults by bringing together families with professionals and volunteers to collaboratively provide customized, intensive therapy, family support, and recreation in a camp environment. | $5,000 | |
| Adira Foundation | ||||||||
| 6606 West Broad Street Suite 403 | Richmond | VA | 232301717 | N/A | PC | To better lives for people with neurodegenerative diseases by collaborating networks of cross-disciplinary care and resources and help ease the burdens faced by individuals living with complex health conditions. | $5,000 | |
| Alzheimers Association | ||||||||
| 225 N Michigan Ave Suite 1700 | Chicago | IL | 606017652 | N/A | PC | For advancement of research on Alzheimer's disease and down syndrome | $5,000 | |
| Arc ThriftMetropolitan Assoc for RC | ||||||||
| 12345 W Alameda Pkwy Ste 111 | Lakewood | CO | 80228 | N/A | PC | Advocating for the rights and full participation of all children and adults with intellectual and developmental disabilities. | $10,000 | |
| Cancer League of Colorado | ||||||||
| PO Box 5373 | Englewood | CO | 801555373 | N/A | PC | Funds research and service programs in Colorado. 2020 Hope Ball Sponsorship | $25,000 | |
| Cancer Support Community | ||||||||
| 5614 Connecticut Avenue NW Ste 280 | Washington | DC | 20015 | N/A | PC | the Cancer Support Community offers vital support through an array of programs and personalized services for cancer patients, survivors, their families and caregivers. | $2,000 | |
| CESASC | ||||||||
| 5474 W 76th St | Los Angeles | CO | 900453208 | N/A | PC | Endowment for perpetual scholarship to students of Chinese descent to continue their American College education | $2,500 | |
| Children's Hospital Colorado Foundation | ||||||||
| 13123 E 16th Ave | Aurora | CO | 800457106 | N/A | PC | Sponsorship benefiting pediatric health care, where for more than a decade children receive specialized care | $25,000 | |
| Children's Hospital Colorado Foundation | ||||||||
| 13123 E 16th Ave | Aurora | CO | 800457106 | N/A | PC | Sponsorship benefiting pediatric health care, where for more than a decade children receive specialized care | $16,197 | |
| Children's Hospital Colorado Foundation | ||||||||
| 13123 E 16th Ave | Aurora | CO | 800457106 | N/A | PC | Sponsorship benefiting pediatric health care, where for more than a decade children receive specialized care | $170,000 | |
| Colorado Ballet | ||||||||
| 1075 Santa Fe Drive | Denver | CO | 802043950 | N/A | PC | Mission is to present superior quality classical ballet and innovative dance through performances, training, and education programs that enhance the cultural life of our community. | $10,000 | |
| Craig Hospital Foundation | ||||||||
| 3425 S Clarkson St | Englewood | CO | 80113 | N/A | PC | Transforming the lives of patients and their families through spinal cord and brain injury medical research. | $50,000 | |
| Denver Academy | ||||||||
| 4400 East Iliff Avenue Denver CO | Denver | CO | 80218 | N/A | PC | Assist future generations of children with learning differences who will need financial aid to attend the school. | $2,500 | 80222-6019 |
| Denver Art Museum | ||||||||
| 100 West 14th Avenue Parkway | Denver | CO | 80204 | N/A | PC | Support to help enrich the Denver community through dynamic cultural exhibitions, exceptional adult and family programs and renowned collections | $2,400,000 | |
| Denver Art Museum | ||||||||
| 100 West 14th Avenue Parkway | Denver | CO | 80204 | N/A | PC | Support to help enrich the Denver community through dynamic cultural exhibitions, exceptional adult and family programs and renowned collections | $46,000 | |
| Denver Art Museum | ||||||||
| 100 West 14th Avenue Parkway | Denver | CO | 80204 | N/A | PC | Support to help enrich the Denver community through dynamic cultural exhibitions, exceptional adult and family programs and renowned collections | $100,000 | |
| Denver Film Society | ||||||||
| 1510 York St 3rd Floor | Denver | CO | 80206 | N/A | PC | The Denver Film Societys mission is to develop opportunities for diverse audiences to discover film through creative thought-provoking experiences. | $1,000 | |
| Denver Film Society | ||||||||
| 1510 York St 3rd Floor | Denver | CO | 80206 | N/A | PC | The Denver Film Societys mission is to develop opportunities for diverse audiences to discover film through creative thought-provoking experiences. | $20,000 | |
| Denver Health and Hospitals Foundation | ||||||||
| 655 N Broadway Suite 750 | Denver | CO | 802033462 | N/A | PC | Denver Health and the Global Down Syndrome Foundation are piloting a clinic that will provide quality medical care to Colorado adults with Down syndrome | $10,966 | |
| Denver School of Science and Technology | ||||||||
| 3401 Quebec St Suite 2000 | Denver | CO | 802072311 | N/A | PC | 2021 Slice of Pi Sponsorship. In honor of Bill Kurtz and Elin Curry | $25,000 | |
| Down Syndrome Community of PS | ||||||||
| 3120 139th Ave Southeast Suite 500 | Denver | CO | 80224 | N/A | PC | To empower people with Down syndrome and their families through life-long learning and experiences, while building an accepting and inclusive society. Building a world where people with Down syndrome participate fully in inclusive schools, inclusive activities, and inclusive workplaces. | $2,500 | |
| Down Syndrome Community of PS | ||||||||
| 3120 139th Ave Southeast Suite 500 | Bellevue | WA | 98005 | N/A | PC | To empower people with Down syndrome and their families through life-long learning and experiences, while building an accepting and inclusive society. Building a world where people with Down syndrome participate fully in inclusive schools, inclusive activities, and inclusive workplaces. | $5,000 | |
| Easterseals Colorado | ||||||||
| 393 S Harlan St Suite 250 Lakewood | Bellevue | WA | 98005 | N/A | PC | Easterseals is committed to the comprehensive health and wellness of the more than 1.4 million people it serves nationally each year and is prepared to respond to the needs of the one in four Americans living with disability today with outcomes-based services for all disabilities throughout the lifespan. | $5,000 | CO 80226-3599 |
| El Grupo Vida | ||||||||
| 3443 S Galena St Suite 120 | Denver | CO | 80231 | N/A | PC | To empower people with disabilities and their families with information and training to help them become their best advocate. Parents who have children with disabilities or any special need benefit from the support that comes from others who have had the same experience. | $1,500 | |
| Global Down Syndrome Foundation | ||||||||
| 3239 E 2nd Avenue | Denver | CO | 802065203 | Sister | PC | To improve the lives of people with Down Syndrome by supporting basic research, clinical research and clinical care | $929 | |
| Global Down Syndrome Foundation | ||||||||
| 3239 E 2nd Avenue | Denver | CO | 802363109 | Sister | PC | To improve the lives of people with Down Syndrome by supporting basic research, clinical research and clinical care | $10,000 | |
| Global Down Syndrome Foundation | ||||||||
| 3239 E 2nd Avenue | Denver | CO | 802065203 | Sister | PC | To improve the lives of people with Down Syndrome by supporting basic research, clinical research and clinical care | $10,000 | |
| Global Down Syndrome Foundation | ||||||||
| 3239 E 2nd Avenue | Denver | CO | 802065203 | Sister | PC | To improve the lives of people with Down Syndrome by supporting basic research, clinical research and clinical care | $25,000 | |
| Global Down Syndrome Foundation | ||||||||
| 3239 E 2nd Avenue | Denver | CO | 802065203 | Sister | PC | To improve the lives of people with Down Syndrome by supporting basic research, clinical research and clinical care | $50,000 | |
| Global Down Syndrome Foundation | ||||||||
| 3239 E 2nd Avenue | Denver | CO | 802065203 | Sister | PC | To improve the lives of people with Down Syndrome by supporting basic research, clinical research and clinical care | $5,000 | |
| Global Down Syndrome Foundation | ||||||||
| 3239 E 2nd Avenue | Denver | CO | 802065203 | Sister | PC | To improve the lives of people with Down Syndrome by supporting basic research, clinical research and clinical care | $4,705 | |
| Global Down Syndrome Foundation | ||||||||
| 3239 E 2nd Avenue | Denver | CO | 802065203 | Sister | PC | To improve the lives of people with Down Syndrome by supporting basic research, clinical research and clinical care | $250,000 | |
| Global Down Syndrome Foundation | ||||||||
| 3239 E 2nd Avenue | Denver | CO | 802065203 | Sister | PC | To improve the lives of people with Down Syndrome by supporting basic research, clinical research and clinical care | $100,000 | |
| Global Down Syndrome Foundation | ||||||||
| 3239 E 2nd Avenue | Denver | CO | 802065203 | Sister | PC | To improve the lives of people with Down Syndrome by supporting basic research, clinical research and clinical care | $498,194 | |
| Global Livingston Institute | ||||||||
| 1031 33rd Street Suite 235 | Denver | CO | 80205 | N/A | PC | To Educate students and community leaders on innovative approaches to international development and empower awareness, collaboration, conversations and personal growth. | $15,000 | |
| Hearts of Joy International Corp | ||||||||
| PO Box 225 | Hillsdale | MI | 07642 | N/A | PC | Providing life saving heart surgery for individuals with Down syndrome. | $500 | |
| In Colorado Initiative for IHE | ||||||||
| 6500 S Quebec St Suite 300 | Denver | CO | 802065203 | N/A | PC | To Support Colorado students with intellectial disabilities (ID/D), who have the desire to continue their education, the opportunity to attend college in our state. | $1,500 | Englewood CO 80111-4674 |
| In Colorado Initiative for IHE | ||||||||
| Inclusive Higher Education 6500 S | Englewood | CO | 801114674 | N/A | PC | To Support Colorado students with intellectial disabilities (ID/D), who have the desire to continue their education, the opportunity to attend college in our state. | $1,000 | Quebec St Suite 300 |
| Judaism Your Way | ||||||||
| 950 S Cherry Street Suite 310 | Denver | CO | 802462758 | N/A | PC | To offer innovative opportunities to connect Jewishly for all Jews and loved ones. Meeting Jews and their loved ones wherever they are on the their Jewish journeys. | $50,000 | |
| Judi's House | ||||||||
| 1741 Gaylord St | Denver | CO | 802065203 | N/A | PC | Provide long-term, clinically proven efforts to help children and caregivers in their processing of grief through in-house programs, as well as partnerships with schools, workplaces, and community agencies. We ensure that grieving children and their families do not lose sight that hope and healing is possible. | $5,000 | |
| Justin Simmons Foundation Inc | ||||||||
| 700 N Colorado Blvd 141 | Denver | CO | 802065203 | N/A | PC | The Justin Simmons Foundation is dedicated to mentoring young people, promoting the benefits of youth sports, supporting youth education and other charitable initiatives. It was established in 2020 by Denver Broncos safety Justin Simmons and his wife Taryn. | $2,500 | |
| Le Moyne College | ||||||||
| 1419 Salt Springs Road | Syracuse | NY | 13214 | N/A | PC | Contribution to Campus Ministry Program In memory of Noreen Falcone | $5,000 | |
| Make-a-Wish Foundation - Colorado Chapter | ||||||||
| 7951 E Maplewood Ave Ste 126 | Greenwood Village | CO | 801114769 | N/A | PC | Granting the wishes of children with life-threatening medical conditions to enrich the human experience with hope, strength, and joy. | $7,194 | |
| Make-a-Wish Foundation - Colorado Chapter | ||||||||
| 7951 E Maplewood Ave Ste 126 | Greenwood Village | CO | 801114674 | N/A | PC | Granting the wishes of children with life-threatening medical conditions to enrich the human experience with hope, strength, and joy. | $2,383 | |
| Mayo Clinic | ||||||||
| 200 1st St SW Rochester | Rochester | MN | 559050001 | N/A | PC | To inspire hope and contribute to health and well-being by providing the best care to every patient through integrated clinical practice, education and research. | $5,000 | |
| Memorial Sloan Kettering Cancer Center | ||||||||
| PO Box 27106 | New York | NY | 100877106 | N/A | PC | To provide patients with the best care available and to discover more-effective strategies to prevent, control, and ultimately cure cancer in the future. | $5,000 | |
| Mile High Montessori Early Learning Cntrs | ||||||||
| 1799 Pennysylvania Street 4th Floor | Denver | CO | 80203 | N/A | PC | To ensuring that low income children have the chance to learn, grow and develop, and that their families are actively engaged in their educational experiences. | $15,000 | |
| Mizel Institute - Lyon Global Foundation | ||||||||
| 4350 S Monaco Street 5th floor | Denver | CO | 80237 | N/A | PC | To bring global security and political experts to the city of Denver and provide the public with unparalleled opportunities to learn about the challenges facing our nation with regards to emerging threats and educate the community on how to help prevent terrorism and enhance public safety year-round. | $25,000 | |
| Museum of Contemporary Art | ||||||||
| 1485 Delgany Street | Denver | CO | 80202 | N/A | PC | To support MCA Denver's mission as an innovative forum for contemporary art that inspires and challenges all audiences and brings the creative experience to life in Denver for museum visitors of all ages. | $12,500 | |
| Museum of Contemporary Art | ||||||||
| 1485 Delgany Street | Denver | CO | 80202 | N/A | PC | To support MCA Denver's mission as an innovative forum for contemporary art that inspires and challenges all audiences and brings the creative experience to life in Denver for museum visitors of all ages. | $5,000 | |
| National Down Syndrome Congress | ||||||||
| 30 Mansell Ct Suite 108 | Roswell | GA | 30076 | N/A | PC | Provides information, advocacy and support concerning all aspects of life for individuals with Down Syndrome | $12,500 | |
| National Down Syndrome Congress | ||||||||
| 30 Mansell Ct Suite 108 Roswell GA | Roswell | GA | 30076 | N/A | PC | Provides information, advocacy and support concerning all aspects of life for individuals with Down Syndrome | $12,500 | 30076 |
| National Jewish Health | ||||||||
| 1400 Jackson Street S724 | Denver | CO | 80206 | N/A | PC | Provide support for clinical, research, and educational programs to the benefit of people with respiratory, cardiac,, immune and related diseases worldwide. | $5,000 | |
| Parent Project for Muscular Dystrophy | ||||||||
| 401 Hackensack Ave 9th Floor | New York | NY | 07601 | N/A | PC | To improve the treatment, quality of life and long term outlook for all individuals affected by Duchenne and Becker muscular dystrophy | $5,000 | |
| Project McManus Inc | ||||||||
| 9300 E Winding Hill Ave | Lone Tree | CO | 80124 | N/A | PC | To support fashion show promoting "Be yourself" movement for individuals with developmental and intellectual disabilities | $5,000 | |
| Regis University | ||||||||
| 3333 Regis Boulevard B-16 | Denver | CO | 80221 | N/A | PC | This donation is forPost Secondary Feasibility Study | $48,000 | |
| Rocky Mountain Down Syndrome Association | ||||||||
| 7200 E Hampden Ave Ste 301 | Denver | CO | 80224 | N/A | PC | To assure inclusion and enhance independence of people with Down syndrome. We will achieve this by providing education, resources and support in partnership with individuals, families, professionals, and the community. | $15,000 | |
| Rocky Mountain Human Services-Den Options | ||||||||
| 9900 East Iliff Avenue | Denver | CO | 802313462 | N/A | PC | Responding to the needs of individuals with developmental and intellectual disabilities, especially when no other agency in Denver can respond | -$5,000 | |
| Rocky Mountain Human Services-Den Options | ||||||||
| 9900 East Iliff Avenue | Denver | CO | 802313462 | N/A | PC | Responding to the needs of individuals with developmental and intellectual disabilities, especially when no other agency in Denver can respond | $5,000 | |
| SeriesFest | ||||||||
| 780 Bellaire St | Denver | CO | 80220 | N/A | PC | SeriesFest mission champions and empowers artists at the forefront of episodic storytelling by providing year-round opportunities for creators and industry experts to connect, collaborate, and share stories, which inspire and impact global audiences. | $5,000 | |
| Smithsonian Institution | ||||||||
| PO Box 37012 MRC 619 | Washington | DC | 20013 | N/A | PC | To connect with diverse audiences, including under-resourced communities and underserved individuals, to enrich programs, curriculum and exhibitions. To invite dialogue and exchange to inspire communities of learners to think critically about complex global challenges. To engage and to inspire more people, where they are, with greater impact, while catalyzing critical conversation on issues affecting our nation and the world. | $20,000 | |
| Special Olympics Washington | ||||||||
| 2815 2nd Ave Suite 370 | Seattle | WA | 981212191 | N/A | PC | Providing sports training and athletic competition for children and adults with intellectual disabilities | $2,500 | |
| Special Olympics Inc | ||||||||
| 1133 19th St NW | Washington | DC | 200363604 | N/A | PC | Providing sports training and athletic competition for children and adults with intellectual disabilities | $2,500 | |
| Strive Preparatory Schools | ||||||||
| 3201 W Arizona Ave | Denver | CO | 80219 | N/A | PC | STRIVE Prep strives to ensure that its services are accessible to individuals with disabilities. STRIVE Prep is dedicated to continuing to improve its website to ensure that its is easier to use and is accessible for people with disabilities, with the strong belief that every person has the right to live with dignity, equality, comfort and independence. | $10,000 | |
| The 1990 Institute | ||||||||
| 220 Montgomery St Ph 10 | Denver | CA | 941043433 | N/A | PC | China's Green Student Forum which promotes solidarity of the youth to save China's environment | $5,000 | |
| The Cable Center | ||||||||
| 7200 E Hampden Ave Ste 301 | Denver | CO | 80224 | N/A | PC | The Cable Hall of Fame celebrates the most innovative and influential people in the connectivity, content, and entertainment industry. Honorees are recognized for their outstanding dedication to and impact on the industry, and induction is one of the industrys highest and most exclusive honors. | $10,000 | |
| The Caucus Foundation for ProdWtrs&Direc | ||||||||
| 9900 East Iliff Avenue Denver CO | Denver | CO | 802313462 | N/A | PC | The Foundation works towardsThe Foundation provides these women and minority students with a range of services, including awarding grants that defray the costs of completing their student (undergraduate and graduate) "portfolio" films, securing in-kind contributions for these projects, and offering intensive mentoring services by industry professionals who are also Caucus Foundation members. | $25,000 | 80231-3462 |
| The Chosen & Dearly Loved Founder | ||||||||
| 780 Bellaire St | Denver | CO | 80220 | N/A | PC | To provide special needs children with life-saving and life-enhancing care, and whenever possible, a loving permanent family | $10,000 | |
| The Rise School of Denver | ||||||||
| PO Box 37012 MRC 619 | Washington | DC | 20013 | N/A | PC | Supporting the school to provide early childhood education to all children, including those children with developmental disabilities | $2,500 | |
| The University of Texas Foundation | ||||||||
| 2815 2nd Ave Suite 370 | Seattle | WA | 981212191 | N/A | PC | To support MD Anderson Cancer Center's academic, research, and public service efforts | $100,000 | |
| Third Sector New England Inc | ||||||||
| 1133 19th St NW | Washington | CO | 200363604 | N/A | PC | To support Early Childhood Philmathropist Group in an effort to increase the quality, coordination, creativity and impacts in Colorado's ECD system | $10,000 | |
| University of Colorado Foundation | ||||||||
| 350 Quebec Street | Denver | CO | 802306809 | N/A | PC | Linda Crnic Institute Flexible Endowment Research Fund to support basic science research in Down Syndrome at the Linda Crnic Institute at the University of Colorado Anschutz Medical Campus. Linda Crnic Institute DS Operating Funds FY 2020 | $5,000 | |
| University of Colorado Foundation | ||||||||
| 350 Quebec Street | Denver | CO | 802306809 | N/A | PC | Linda Crnic Institute Flexible Endowment Research Fund to support basic science research in Down Syndrome at the Linda Crnic Institute at the University of Colorado Anschutz Medical Campus. Linda Crnic Institute DS Operating Funds FY 2020 | $1,000 | |
| University of Colorado Foundation | ||||||||
| 220 Montgomery St Ph 10 | San Francisco | CA | 941043433 | N/A | PC | Linda Crnic Institute Flexible Endowment Research Fund to support basic science research in Down Syndrome at the Linda Crnic Institute at the University of Colorado Anschutz Medical Campus. Linda Crnic Institute DS Operating Funds FY 2020 | $500,000 | |
| University of Denver - Fisher ELC | ||||||||
| 16301 NE 8th St Suite 201 | Bellevue | WA | 980083992 | N/A | PC | Fisher Early Learning Center Scholarship Fund Program: The campaign for the University of Denver that strengthens people and programs of the university. Project ECHO for Early Childhood Inclusion. | $5,000 | |
| University of Washington Foundation | ||||||||
| 4901 E Eastman Avenue | Denver | CO | 80222 | N/A | PC | Funding for Experimental Education Unit (EEU), the Applied Research Unit, and the Professional Development Unit where individuals with disabilities learn how to learn and families are supported. | $15,000 | |
| Volunteers of America-Colorado Branch | ||||||||
| 9011 Mountain Ridge Suite 150 | Austin | TX | 78759 | N/A | PC | To support Volunteers of America who give critical services to families, women and children | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,918,068 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Colorado Foundation | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 17126 | AddressLine1Txt |
| City | Denver | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 802179155 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Annual operating funds | GrantOrContributionPurposeTxt |
| Amt | $1,099,487 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,099,487 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $156,331 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $316 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $99,030 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,001,691 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $316 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,257,052 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,257,368 | 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 & Montoya, PC | $3,900 | $0 | $3,900 |
| Clifton Larson Allen | $1,856 | $0 | $1,856 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Longleaf Small Cap Fund | $3,145,077 | $2,978,292 |
| Dodge & Cox International Equity Fund | $2,707,207 | $3,704,515 |
| AT&T | $327,513 | $384,596 |
| Liberty Broadband Corporation - LBRDA | $80,457 | $669,344 |
| Liberty Broadband Corporation - LBRDK | $159,609 | $1,340,513 |
| Liberty Broadband Corporation - LSXMA | $191,370 | $846,297 |
| Liberty Broadband Corporation - LSXMK | $370,337 | $1,692,644 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Wellington Trust Company, CTF Research Equity Fund | AT COST | $8,977,891 | $11,966,840 |
| Newport Asia Institutional Fund | AT COST | $1,551,127 | $2,653,320 |
| Highclere Investment Fund | AT COST | $3,391,592 | $3,355,681 |
| Viking Global Equities | AT COST | $1,337,143 | $5,743,860 |
| Maverick Fund LDC | AT COST | $312,738 | $1,749,118 |
| Highfields Capital | AT COST | $4,185 | $1,124 |
| Fortress Credit Opportunities Fund | AT COST | $277,711 | $166,518 |
| Farallon | AT COST | $3,030,722 | $3,144,617 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Building | $10,400,000 | $0 | $10,400,000 | $10,400,000 |
| Furniture and furnishings | $731,141 | $0 | $731,141 | $731,141 |
| Office and computer equipment | $72,759 | $0 | $72,759 | $72,759 |
| Audio video equipment | $44,748 | $0 | $44,748 | $44,748 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS Counsel User Fees | CategoryTxt |
| Legal Fees | $30,000 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30,000 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Public service videos | $1,000 | $1,000 | $1,000 |
| Deposits | $2,125 | $2,125 | $2,125 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Insurance | $6,487 | $0 | $6,487 |
| Payroll processing fee | $4,934 | $0 | $4,934 |
| Subscriptions | $3,108 | $0 | $3,108 |
| Investment expense | $7,276 | $7,276 | $0 |
| Other | $2,933 | $0 | $2,933 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Wellington Equity Research | $124,515 | $124,515 | $124,515 |
| Newport Asia Institutional Fund | -$5,238 | -$5,238 | -$5,238 |
| Highclere Investment Fund | $98,333 | $98,333 | $98,333 |
| Fortress Credit Opportunities Fund | $7,705 | $7,705 | $7,705 |
| Fortress Credit Opportunities Fund | $316 | $0 | $316 |
| Farallon Capital Institutional Partners | -$126,285 | -$126,285 | -$126,285 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Monticello Associates | CategoryTxt |
| Amt | $75,000 | Amt |
| Net Investment Income | $75,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal excise tax | CategoryTxt |
| Amt | $28,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |