2022-10-27T14:15:41-05:00 2021-12-31 Kundinger Corder & Montoya PC 475 Lincoln St Ste 200 Denver CO 80203 990PF 2021-01-01 836058353 The Anna and John J Sie Foundation ANNA 3034686060 3239 E 2nd Ave Denver CO 80206 John J Sie Trustee 3034686060 2022-10-27 1 John Sie 999009999 Kenneth Fichter P02384656 3035345953 2022-10-27 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 57191257 X X 156331 156331 4001691 4001691 99346 99030 4257368 4257052 140384 120 140264 120888 0 120888 58117 0 58117 30000 0 30000 5756 0 5756 75000 75000 0 28000 0 0 59 0 59 885 0 885 24738 7276 17462 483827 82396 373431 4918068 4918068 5401895 82396 5291499 -1144527 4174656 3668230 4572205 4572205 970000 0 980000 970000 970000 8694602 6981570 11616201 19208579 18883109 28781078 11248648 11248648 11248648 11248648 3125 3125 3125 43803184 42658657 57191257 0 0 X 0 0 0 0 43803184 42658657 43803184 42658657 43803184 42658657 43803184 -1144527 0 42658657 0 42658657 Capital gains on marketable securities 597994 597994 Wellington Trust P 1553456 1553456 Newport Asia P 267729 267729 Highclere International P 351215 351215 Fortress Credit Opportunities P 3396 3396 Farallon Capital Institutional Partners P 333162 333162 CamCap Resources P -66665 -66665 Highfields P -42314 -42314 Maverick P 223482 223482 Viking P 780236 780236 4001691 58028 0 58028 0 58028 60719 0 0 0 60719 X 0 2691 2691 0 0 0 0 0 0 0 0 0 0 0 1 1 CO 1 0 0 0 0 1 N/A Mary Beth Wallingford 3034686060 3239 E 2nd Ave Denver CO 80206 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 12000 18505 0 Michelle S Whitten 3239 E 2nd Ave Denver CO 80206 Executive Director 20.00 128384 13486 0 NONE 0 Monticello Associates 1800 Larimer St Ste 2100 Denver CO 80202 Investment advisor 75000 0 0 41998640 5286895 970000 48255535 0 0 48255535 723833 47531702 2376585 2376585 58028 58028 2318557 0 2318557 0 2318557 5291499 0 5291499 2318557 0 0 8966922 4202233 4312506 6451058 1193547 25126266 5291499 0 0 0 2318557 2972942 0 0 28099208 0 0 0 0 0 0 8966922 19132286 4202233 4312506 6451058 1193547 2972942 Anna M Sie John J Sie X 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. 5000 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. 5000 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. 5000 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 5000 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. 10000 Cancer League of Colorado PO Box 5373 Englewood CO 801555373 N/A PC Funds research and service programs in Colorado. 2020 Hope Ball Sponsorship 25000 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. 2000 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 2500 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 25000 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 16197 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 170000 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. 10000 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. 50000 Denver Academy 4400 East Iliff Avenue Denver CO 80222-6019 Denver CO 80218 N/A PC Assist future generations of children with learning differences who will need financial aid to attend the school. 2500 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 2400000 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 46000 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 100000 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. 1000 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. 20000 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 10966 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 25000 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. 2500 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. 5000 Easterseals Colorado 393 S Harlan St Suite 250 Lakewood CO 80226-3599 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. 5000 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. 1500 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 10000 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 10000 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 25000 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 50000 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 5000 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 4705 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 250000 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 100000 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 498194 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. 15000 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 Englewood CO 80111-4674 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. 1500 In Colorado Initiative for IHE Inclusive Higher Education 6500 S Quebec St Suite 300 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. 1000 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. 50000 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. 5000 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. 2500 Le Moyne College 1419 Salt Springs Road Syracuse NY 13214 N/A PC Contribution to Campus Ministry Program In memory of Noreen Falcone 5000 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. 7194 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. 2383 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. 5000 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. 5000 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. 15000 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. 25000 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. 12500 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. 5000 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 12500 National Down Syndrome Congress 30 Mansell Ct Suite 108 Roswell GA 30076 Roswell GA 30076 N/A PC Provides information, advocacy and support concerning all aspects of life for individuals with Down Syndrome 12500 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. 5000 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 5000 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 5000 Regis University 3333 Regis Boulevard B-16 Denver CO 80221 N/A PC This donation is forPost Secondary Feasibility Study 48000 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. 15000 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 -5000 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 5000 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. 5000 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. 20000 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 2500 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 2500 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. 10000 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 5000 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. 10000 The Caucus Foundation for ProdWtrs&Direc 9900 East Iliff Avenue Denver CO 80231-3462 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. 25000 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 10000 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 2500 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 100000 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 10000 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 5000 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 1000 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 500000 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. 5000 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. 15000 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 25000 4918068 University of Colorado Foundation PO Box 17126 Denver CO 802179155 N/A PC Annual operating funds 1099487 1099487 14 156331 523000 316 14 99030 18 4001691 316 4257052 0 4257368 0 0 0 0 0 0 0 0 0 0 Kundinger, Corder & Montoya, PC 3900 0 3900 Clifton Larson Allen 1856 0 1856 Longleaf Small Cap Fund 3145077 2978292 Dodge & Cox International Equity Fund 2707207 3704515 AT&T 327513 384596 Liberty Broadband Corporation - LBRDA 80457 669344 Liberty Broadband Corporation - LBRDK 159609 1340513 Liberty Broadband Corporation - LSXMA 191370 846297 Liberty Broadband Corporation - LSXMK 370337 1692644 Wellington Trust Company, CTF Research Equity Fund AT COST 8977891 11966840 Newport Asia Institutional Fund AT COST 1551127 2653320 Highclere Investment Fund AT COST 3391592 3355681 Viking Global Equities AT COST 1337143 5743860 Maverick Fund LDC AT COST 312738 1749118 Highfields Capital AT COST 4185 1124 Fortress Credit Opportunities Fund AT COST 277711 166518 Farallon AT COST 3030722 3144617 Building 10400000 0 10400000 10400000 Furniture and furnishings 731141 0 731141 731141 Office and computer equipment 72759 0 72759 72759 Audio video equipment 44748 0 44748 44748 IRS Counsel User Fees 30000 0 30000 Public service videos 1000 1000 1000 Deposits 2125 2125 2125 Insurance 6487 0 6487 Payroll processing fee 4934 0 4934 Subscriptions 3108 0 3108 Investment expense 7276 7276 0 Other 2933 0 2933 Wellington Equity Research 124515 124515 124515 Newport Asia Institutional Fund -5238 -5238 -5238 Highclere Investment Fund 98333 98333 98333 Fortress Credit Opportunities Fund 7705 7705 7705 Fortress Credit Opportunities Fund 316 0 316 Farallon Capital Institutional Partners -126285 -126285 -126285 Monticello Associates 75000 75000 0 Federal excise tax 28000 0 0