GARY PHILANTHROPY: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GARY PHILANTHROPY (EIN 81-0587194)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202213199349107981
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T16:13:13-06:00 | 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 Street Suite 200 | AddressLine1Txt |
| City | Denver | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810587194 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gary Philanthropy | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GARY | BusinessNameControlTxt |
| Phone | 3036283800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1705 17th Street 200 | AddressLine1Txt |
| City | Denver | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Santhosh Ramdoss | PersonNm |
| Person Title | Interim VP of Finance | PersonTitleTxt |
| Phone | 3036283800 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Santhosh | PersonFirstNm |
| Person Last | Ramdoss | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Maria Montoya | PreparerPersonNm |
| PTIN | P01363907 | PTIN |
| Phone | 3035345953 | PhoneNum |
| Preparation | 2022-11-15 | 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) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $234,086,613 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $756,097 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,743,313 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,743,313 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,492,988 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $21,491,629 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,800,811 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$5,523,035 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $22,191,587 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,711,907 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $950,605 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $183,332 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $757,048 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,443,896 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $67,516 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,325,495 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $698,527 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $84,663 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $613,864 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $199,370 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $116,369 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $83,001 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $39,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,985 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $35,820 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,126,109 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $369,636 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,694,848 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $286,880 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $16,366 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $31,701 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,170 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $28,531 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $12,854 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $12,854 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,042,327 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,628 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,015,702 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,848,435 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $854,299 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,567,163 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,304,607 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,975,762 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,153,042 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $854,299 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,542,925 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,038,545 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,857,608 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,146,669 | CashBOYAmt |
| Cash EOY | $1,815,883 | CashEOYAmt |
| Cash EOYFMV | $1,815,883 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,265,585 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $778,540 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $778,540 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $50,959 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $59,919 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $59,919 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $63,560,851 | CorporateStockBOYAmt |
| Corporate Stock EOY | $67,235,964 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $67,235,964 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $55,784,878 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $55,289,116 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $55,289,116 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $77,903,739 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $100,448,343 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $100,448,343 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $108,850 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $79,069 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $77,147 | LandBOYAmt |
| Land EOY | $29,781 | LandEOYAmt |
| Land EOYFMV | $29,781 | LandEOYFMVAmt |
| Other Assets BOY | $7,822,054 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,429,067 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,429,067 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $212,611,882 | TotalAssetsBOYAmt |
| Total Assets EOY | $234,086,613 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $234,086,613 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,000,923 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,685,044 | AccountsPayableEOYAmt |
| Grants Payable BOY | $5,551,864 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,949,911 | GrantsPayableEOYAmt |
| Mortgages And Notes Payable EOY | $1,000,000 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $6,552,787 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,634,955 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $206,059,095 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $227,451,658 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $206,059,095 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $227,451,658 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $212,611,882 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $234,086,613 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $206,059,095 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,038,545 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,354,018 | OtherIncreasesAmt |
| Subtotal | $227,451,658 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $227,451,658 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| Brevet Direct Lending - Short Duration Fund | P | -$77,051 | -$77,051 |
| Brevet Direct Lending - Short Duration Fund | P | $1,029 | $1,029 |
| Gain reported on 990T | P | -$1,029 | -$1,029 |
| Generation IM Global Equity Fund | P | $4,005,134 | $4,005,134 |
| Lyme Forest Fund IV TE LP | P | $143,656 | $143,656 |
| Vision Ridge | P | $4,593,793 | $4,593,793 |
| New Energy Capital Infrastructure Credit Fund LP | P | $18,270 | $18,270 |
| North Sky | P | $128,346 | $128,346 |
| North Sky | P | $330 | $330 |
| Gain reported on 990T | P | -$330 | -$330 |
| Access Venture | P | $44,104 | $44,104 |
| Sarona | P | $222,428 | $222,428 |
| SJF Ventures IV, LP | P | $420,539 | $420,539 |
| Huntington Capital | P | $215,633 | $215,633 |
| Elevar Equity III, LP | P | -$121,656 | -$121,656 |
| Learn Capital Ventures | P | $23,003 | $23,003 |
| SNW Asset Managed | P | $217,156 | $217,156 |
| Aperio Group, LLC | P | $1,716,042 | $1,716,042 |
| Vanguard | P | $309,019 | $309,019 |
| Ethic, Inc | P | $9,621,832 | $9,621,832 |
| King Street | P | $11,381 | $11,381 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,491,629 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $234,321 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $234,321 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $234,321 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $68,874 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $220,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $288,874 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $54,553 | OverpaymentAmt |
| Applied To ES Tax | $54,553 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.garycommunity.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gary Philanthropy | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3036283800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1705 17th Street 200 | AddressLine1Txt |
| City | Denver | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (16 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 |
|---|---|---|---|---|---|---|---|---|
| Chris Watney | ||||||||
| 1705 17th Street Ste 200 | Denver | CO | 80202 | Chairman | 5.00 | $0 | $0 | $0 |
| Luis Durate | ||||||||
| 1705 17th Street Ste 200 | Denver | CO | 80202 | Vice Chairman | 5.00 | $0 | $0 | $0 |
| David Younggren | ||||||||
| 1705 17th Street Ste 200 | Denver | CO | 80202 | Member | 5.00 | $0 | $0 | $0 |
| Robert Gary | ||||||||
| 1705 17th Street Ste 200 | Denver | CO | 80202 | Member | 5.00 | $0 | $0 | $0 |
| Nancy Gary | ||||||||
| 1705 17th Street Ste 200 | Denver | CO | 80202 | Member | 5.00 | $0 | $0 | $0 |
| Tom Gougeon | ||||||||
| 1705 17th Street Ste 200 | Denver | CO | 80202 | Member | 5.00 | $0 | $0 | $0 |
| Jim Kelley | ||||||||
| 1705 17th Street Ste 200 | Denver | CO | 80202 | Member | 5.00 | $0 | $0 | $0 |
| Michael Johnston | ||||||||
| 1705 17th Street Ste 200 | Denver | CO | 80202 | President & CEO | 20.00 | $219,606 | $18,594 | $0 |
| Carey Dobbertin | ||||||||
| 1705 17th Street Ste 200 | Denver | CO | 80202 | CFO & Treasurer | 20.00 | $109,255 | $14,965 | $0 |
| Ami Desai | ||||||||
| 1705 17th Street Ste 200 | Denver | CO | 80202 | COO | 20.00 | $106,892 | $17,937 | $0 |
| Damion LeeNatali | ||||||||
| 1705 17th Street Ste 200 | Denver | CO | 80202 | VP Strategic Philanthropy & Policy | 20.00 | $116,304 | $23,893 | $0 |
| Santhosh Ramdoss | ||||||||
| 1705 17th Street Ste 200 | Denver | CO | 80202 | VP Impact Investing | 20.00 | $132,573 | $33,806 | $0 |
| Eric Parrie | ||||||||
| 1705 17th Street Ste 200 | Denver | CO | 80202 | VP Builds | 20.00 | $101,226 | $17,407 | $0 |
| Chyrise Harris | ||||||||
| 1705 17th Street Ste 200 | Denver | CO | 80202 | VP Communications | 20.00 | $96,767 | $17,785 | $0 |
| Holly Doering | ||||||||
| 1705 17th Street Ste 200 | Denver | CO | 80202 | Secretary, thru 07/2021 | 20.00 | $19,241 | $11,713 | $0 |
| Ashley Hill | ||||||||
| 1705 17th Street Ste 200 | Denver | CO | 80202 | Secretary, from 07/2021 | 20.00 | $48,741 | $11,595 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Steffanie Clothier | ||||||||
| 1705 17th Street Suite 200 | Denver | CO | 80202 | Dir. of School Readi | 20.00 | $90,299 | $20,361 | $0 |
| Catherine Trom | ||||||||
| 1705 17th Street Suite 200 | Denver | CO | 80202 | Controller | 20.00 | $80,388 | $21,242 | $0 |
| Julie Stone | ||||||||
| 1705 17th Street Suite 200 | Denver | CO | 80202 | Dir. Family Economic | 20.00 | $74,610 | $24,269 | $0 |
| Robyn Tsukayama | ||||||||
| 1705 17th Street Suite 200 | Denver | CO | 80202 | Dir. of People & Str | 20.00 | $76,063 | $14,274 | $0 |
| Amanda Skryzpchak | ||||||||
| 1705 17th Street Suite 200 | Denver | CO | 80202 | Dir. Strategic Phila | 20.00 | $74,032 | $8,069 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 7 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Change Matrix | |||||
| 2251 N Rampart Blvd 365 | Las Vegas | NV | 89108 | Consulting | $387,500 |
| Slalom LLC | |||||
| PO Box 101416 | Pasadena | CA | 91189 | Consulting | $378,536 |
| The Caprock Group Inc | |||||
| 805 West Idaho Street Suite 200 | Boise | ID | 83702 | Investment Advisor | $246,500 |
| Colorado Futures Center | |||||
| 2698 Hedgerow Circle | Lafayette | CO | 80026 | Consulting | $84,000 |
| Root Policy Research | |||||
| 6740 East Colfax Avenue | Denver | CO | 80220 | Consulting | $59,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 3 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Energize Colorado Gap Fund-CHFA(CHFA is the fund administrator: The Fund's purpose is to assist sole proprietorships, small businesses and nonprofits, who have been negatively impacted by the Emergency by providing capital from the Fund to (A) respond to and recover from the economic harms caused by the Emergency and (B) pay administrative, consulting, and other expenses incurred by CHFA in connection with, or overhead expenses allocable to, the Fund, all in furtherance of the purposes of the Fund. | Description1Txt |
| Expenses1 | $500,000 | Expenses1Amt |
| Description2 | Denver Hybrid College dba AdvanceEDU: With the goal of extending college access to more students, AdvanceEDU is launching the Advancer Fund, which supports Income Share Agreements ("ISA") for students that have barriers to accessing federal aid (DACA students, for example). AdvanceEDU will use the Loan from Gary Philanthropy to catalyze the Advancer Fund. | Description2Txt |
| Expenses2 | $300,000 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $893,459 | AllOtherProgramRltdInvstTotAmt |
| Total | $1,693,459 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $203,098,174 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,068,534 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $901,715 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $211,068,423 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $211,068,423 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,166,026 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $207,902,397 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,395,120 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,395,120 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $234,321 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $345,992 | IncomeTaxAmt |
| Total Tax | $580,313 | TotalTaxAmt |
| Distributable Before Adj | $9,814,807 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $994,424 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,809,231 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,809,231 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,542,925 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $1,693,459 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $14,236,384 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,809,231 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,836,561 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,960,596 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,404,094 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,130,026 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,886,545 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $24,217,822 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,236,384 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,809,231 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,427,153 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $27,644,975 | 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 | $1,836,561 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $25,808,414 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,960,596 | ExcessFromYear4Amt |
| Excess From Year3 | $6,404,094 | ExcessFromYear3Amt |
| Excess From Year2 | $7,130,026 | ExcessFromYear2Amt |
| Excess From Year1 | $4,886,545 | ExcessFromYear1Amt |
| Excess From Current Year | $3,427,153 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (128 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 50CAN Inc | ||||||||
| 1625 K Street Northwest Suite 400 | Washington | DC | 20006 | None | PC | 2021 Advocacy Portfolio Investment . We envision TEN as an important partner on our School Readiness ECE goal, our entire Youth Success outcome area, and potentially our entire Family Economic Mobility outcome area, given their deep work with families. | $50,000 | |
| Activate Work Inc | ||||||||
| 1580 Logan St Suite 740 | Denver | CO | 80203 | None | PC | Partnering with employers to provide alternative job training pathways in technology and healthcare for low and middle income students. Committed to shared learning with Gary and plan to scale in 2022. Cohorts of 30, 15 week program, 80% employer placement in livable wage, full-benefit jobs. Activate IT is the most selective of alternative training programs in our cohort, recruiting from Cross Purpose, MiCasa, Warren Village, etc. | $75,000 | |
| Barton Institute for Community Action | ||||||||
| 1114 W 7th Ave Suite 215 | Denver | CO | 80204 | None | PC | Part of the ECE Redesign effort to have the data and IT components ready. By having clear direction of what we have and what we need from our data systems, we can advocate for invesstment of federal funds and stimulus dollars that will enable us to build those systems as part of the ECE redesign. | $22,400 | |
| Bell Policy Center | ||||||||
| 303 E 17th Avenue Suite 400 | Denver | CO | 80203 | None | PC | To support the Family Economic Mobility policy research infastructure. | $150,000 | |
| Benefits in Action | ||||||||
| 8725 W 14th Ave | Lakewood | CO | 80215 | None | PC | To support the 1st year operating the Tax Help Colorado program at Lamar Unidos. Provide free tax preparation to 200 low-income families, helping them claim $200,000 in refunds and save them approximately $50,000 in tax preparation fees. | $2,500 | |
| Brothers Redevelopment Inc | ||||||||
| 2250 Eaton St Garden Level Suite B | Denver | CO | 80214 | None | PC | Supporting two generation family focused wrap-around services for an affordable housing complex in Northwest Aurora to meet the needs of families. Outcomes such as health and wellness, financial stability, education success, and social capital are improved for tenants. | $52,240 | |
| Building a Better Colorado | ||||||||
| 511 16th Street Suite 210 | Denver | CO | 80202 | None | PC | BBCO's true value proposition is its ability to galvanize consensus among grasstops leaders who can serve as trusted and motivated messengers in subsequent advocacy campaigns. BBCO's theory of action is that the pathway to a better Colorado lies in engaging civic leaders in communities across the state in a constructive | $100,000 | |
| City Year Inc | ||||||||
| 789 Sherman Street Suite 400 | Denver | CO | 80203 | None | PC | Support for City Year's efforts to deliver programming and demonstrate the impact of delivering services in a high school feeder pattern with improved student success | $50,000 | |
| CityUnite | ||||||||
| 9742 Quay Loop | Broomfield | CO | 80021 | None | PC | Facilitating 10 business owners to implement and measure impact of innovative solutions to employee income, debt, and wealth-building. | $70,000 | |
| Clayton Early Learning | ||||||||
| 3801 Martin Luther King Blvd | Denver | CO | 80205 | None | PC | Match for Alliance for Early Success national grant to Clayton Early Learning and the Children's Campaign. Funds advocacy activities and access to national supports from the Alliance and connections with state partners from across the country. | $10,000 | |
| Climb Higher Colorado | ||||||||
| 466 Pontiac St | Denver | CO | 80220 | None | PC | New to Denver; employer-driven model providing alternative pathways in technology for low/middle income students. 70% placement rate in livable, full-benefit jobs; all employer partners are contracted @4-5K/placement. Committed to growing from 30-300 in next 2-3 years. | $75,000 | |
| CLLARO | ||||||||
| PO Box 17932 | Denver | CO | 80217 | None | PC | Although our initial advocacy portfolio was remarkably diverse, and although 50% of the organizations are led by leadership who identify as Latino, we only had one organization that was explicitly focused on organizing within the Latino community. CLLARO is exclusively focused on the Latino community across the state, with a strong base of support in the Far Northeast of Denver and Aurora, and their organizing and policy work spans our outcome areas of Youth Success and Family Economic mobility. We are recommending a relatively low investment-to-budget ratio. CLLARO hasbeen rebuilding under new leadership; their new Executive Director has greatly improved their operations and credibility, and they have already significantly diversified their funding base. | $75,000 | |
| Colorado Children's Campaign | ||||||||
| 1580 Lincoln Street Suite 420 | Denver | CO | 80203 | None | PC | Investment in policy and advocacy in early childhood - Investing in the Colorado Children's Campaign will support the transformation of Colorado's early childhood system. | $345,000 | |
| Colorado Cross-Disability Coalition | ||||||||
| 1385 S Colorado Blvd Suite 610-A | Denver | CO | 80222 | None | PC | Investment in policy and advocacy in early childhood - Investing in the Colorado Children's Campaign will support the transformation of Colorado's early childhood system. | $75,000 | |
| Colorado Department of Public Health and Environment | ||||||||
| 4300 Cherry Creek Drive South | Denver | CO | 80246 | None | GOV | transition funding to support efforts established by Get Ahead Colorado's longstanding tax credit campaign to help reduce child poverty and improve health outcomes for Colorado's children and families | $50,000 | |
| Colorado Fiscal Institute | ||||||||
| 1905 Sherman St Suite 225 | Denver | CO | 80203 | None | PC | CFI is a long-standing investee of Gary Community Investments and has provided critical policy analysis and support in the areas of tax and fiscal policy. Especially as we gear up and look ahead to the 2022 and 2024 ballots as a way of helping to rebuild from the COVID pandemic, we believe CFI will provide the necessary thought leadership across all of our outcome areas as we think about how to fund the systemic changes required to meet our outcome area goals. - time Executive Director, Carol Hedges, is due to retire in 2021. As a result, we are only funding CFI for one year as the CFI Board examines its strategy and considers whether it should merge with other left-of-center policy organizations (most notably, the Bell Policy Center, another Gary investee). Chris Watney is on the CFI Board and is actively h | $170,000 | |
| Colorado Nonprofit Development Center | ||||||||
| 789 Sherman Street Suite 250 | Denver | CO | 80203 | None | PC | Working to abolish historical and present inequalities and inequities in education that have prevented a majority of Black, Brown, and poor children from being prepared for the choice of college without remediation. FaithBridge has primarily done CNDC work with communities of Color in NE Denver and North Aurora with capacity building with our advocacy/partnership efforts to ensure that we have the staff that is equipped to continue to educate and be a catalyst for change. | $75,000 | |
| Co PFS at Risk Youth- MST Project (CO Seminary University of Denver) | ||||||||
| 2148 S High Street | Denver | CO | 80208 | None | PC | Support the expansion of Multi-Systemic therapy (MST), an evidence-based intervention for youth at risk of continued involvement in the juvenile justice system | $47,153 | |
| Colorado State University Pueblo | ||||||||
| 2200 Bonforte Boulevard | Pueblo | CO | 81001 | None | GOV | To support the first year operating Tax Help Colorado program out of CSU Pueblo. In partnership with Pueblo Community College, CSU Pueblo will provide free tax preparation to approximately 150 low-income families, helping them claim more than $330,000 in refunds and save them nearly $37,500 in tax preparation fees. | $2,000 | |
| Colorado Succeeds | ||||||||
| 8200 Shaffer Parkway 271432 | Littleton | CO | 80127 | None | PC | CO Succeeds proposes to support ECE advocacy over the next three years as part of the Bold Steps Forward Portfolio. Bring the business voice to ECE advocacy. | $50,000 | |
| Community College of Denver Foundation | ||||||||
| Campus Box 250 PO Box 173363 | Denver | CO | 80217 | None | PC | Scale up the successful WORKNOW collective impact model by including new service partners, employer partners and construction training curriculum tools. Further expand job creation for 30,000 underemployed, low skilled workers and entrepreneurs in communities affected by the upcoming large projects. | $489,500 | |
| Community Cooperative | ||||||||
| 1226 Vermont Avenue NW Suite 200 | Washington | DC | 20005 | None | PC | COMMUNITY COOPERATIVE is the fiscal agent not RMEOC. Support RMEOC given their unique position as leaders for employee-ownership content, awareness, and policy in the Rocky Mountain Region. RMEOC provides consulting services to business owners, governments and professionals. Build relationship with RMEOC and influence their work on employee-ownership initiatives and their impact in low-income communities. | $10,254 | |
| Community Investment Alliance | ||||||||
| 200 E 7th Street Suite 412 | Loveland | CO | 80537 | None | PC | Cultivating a pipeline of non-traditional affordable housing developments in Denver Metro Area. Assisting w/ pre-development, regulatory process, capacity-building etc. Recently started her own org after departing Interfaith Alliance Land Campaign. Potential to partner with CrossPurpose on creative housing co-location idea. | $50,000 | |
| Council for a Strong America | ||||||||
| 1212 New York Ave NW Suite 300 | Washington | DC | 20005 | None | PC | Multi year grant to support general operations, including membership recruitment, member advocacy, media coverage, and state-specific report generation. Brief Expected Impact - Council for a Strong America members will help advance policy successes by lending their voices in support of priority issues and helping cultivate the support of conservative policymakers | $93,000 | |
| Colorado Center on Law & Policy (formerly Denver Foundation) | ||||||||
| 55 Madison 8th Floor | Denver | CO | 80206 | None | PC | Mile high Connects is a community driven collaborative of community organizers, philanthropic institutions, non-profit organizations, policy advocates, and financial Institutions that works to dismantle barriers to racial, economic, environmental, and health equity by ensuring all community residents have access to quality transit and mobility, housing, and economic opportunity. Brief Expected Impact - MHC aims to improve the lives of low-income (60% AMI and below)residents/communities, communities of color, and traditionally under resourced communities across the Denver Metro Region. | $100,000 | |
| Denver Public Safety Youth Programs | ||||||||
| 303 West Colfax Avenue Suite 1000 | Denver | CO | 80204 | None | GOV | Recoverable grant turned into a reg grant- An upstream, preventative approach to provide early support for runaway youth likely to become involved in state-funded juvenile justice systems. The primary project goal was to prevent or reduce juvenile justice and/or child welfare involvement of project participants with short-term success measures focusing on participant engagement rates. | $294,884 | |
| Developmental FX | ||||||||
| 7770 E Iliff Ave Suite C | Denver | CO | 80231 | None | PC | To support the final grant cycle of Constellation Philanthropy before their 2021 sunsetting date. | $9,750 | |
| Early Milestones Colorado | ||||||||
| 1600 Downing Street Suite 750 | Denver | CO | 80218 | None | PC | This is the action portion of the initiative with local and state projects funded through a pooled fund. Improve the recruitment, retention and compensation of the ECE Workforce | $185,000 | |
| Elevation Community Land Trust LLC | ||||||||
| 1114 W 7th Ave Suite 101 | Denver | CO | 80204 | None | PC | A new, permanently affordable housing platform ? initiated by a consortium of local foundations and incubated by the nationally-recognized land preservation nonprofit Urban Land Conservancy that supports low- and moderate-income residents to attain and sustain homeownership. The self-sustaining platform will help mitigate housing displacement, keep families in place and offer solutions to address access to multiple social determinants of health. In its first 5-years, Elevation will acquire and develop over 700 single family homes, townhomes and condos, providing a range of rental, lease-to-own and owner-occupied housing options in gentrifying/at-risk neighborhoods across metro Denver. | $1,000,000 | |
| Energize Colorado | ||||||||
| 340 Dewey Avenue | Boulder | CO | 80304 | None | PC | Support a child care program accelerator with new and expanded child care programs and improved business models | $50,000 | |
| EPIC Colorado | ||||||||
| 475 Seventeenth St STE 950 | Denver | CO | 80202 | None | PC | To support advocacy efforts and engagement with the business community, internal capacity and innovative strategies that address the economics of child care. Leverage business community and organizational expertise to support legislation and engagement activities in 2022. | $50,000 | |
| Front Range Community College - Westminster | ||||||||
| 3645 W 112th Ave B1809 | Westminster | CO | 80031 | None | PC | To support the 10th year operating the Tax Help Colorado program in partnership with Front Range Community College. In addition to the community college students and returning volunteers, the site will utilize 15-40 Adams 12 high school students to earn up to 3 concurrent credits. Provide free tax preparation to approximately 1,200 low-income families, helping them claim more than $1.8 million in refunds and save them nearly $240,000 in tax preparation fees. The program also teaches students valuable life skills. | $5,979 | |
| Great Education Colorado Fund | ||||||||
| 1355 S Colorado Blvd Building C | Denver | CO | 80222 | None | PC | Although our initial advocacy portfolio had strong representation in communities of color across Denver and Arapahoe counties, we were underweight in suburban parts of Adams, Arapahoe,and Jefferson counties that are especially important in statewide elections. GEC has a statewide network of ~3,000 volunteers, they are especially strong in swing suburban counties, and they have proven their efficacy at voter contact in the Proposition EE and Amendment B campaigns in the last election cycle. In addition to their on-the-ground advocacy efforts, GEC is also a key player in discussions about the '22/'24 ballot cycles. (They have a particular interest in winning additional revenue for K-12 education.) We consider GEC to be a crucial partner in our Youth Success outcome areas, and we are recommending a relatively small investment-to-budget ratio, as GEC is an established organization with a diversified funding base. | $75,000 | Suite 500 |
| Impact Charitable | ||||||||
| 1536 Wynkoop Street Suite 223 | Denver | CO | 80202 | None | PC | To support the Denver Basic Income Project. | $25,000 | |
| Invest in Kids | ||||||||
| 1775 Sherman St Ste 1445 | Denver | CO | 80203 | None | PC | Implement a 4-yr pilot of IY in two school districts (Aurora & Sheridan S.D.) Improved social emotional development, school readiness and academic success | $120,000 | |
| Invest in Kids | ||||||||
| 1775 Sherman St Ste 1445 | Denver | CO | 80203 | None | PC | Funding for the launch of a new evidence based program in Colorado to serve high need families with home-based mental health services. Launch and eventually scale a program designed to serve the children and families facing the effects of trauma. | $500,000 | |
| Jefferson County Human Services | ||||||||
| 900 Jefferson County Parkway | Golden | CO | 80401 | None | GOV | New addition to the "housing as a platform" place-based portfolio stressing the integration of services to support family economic security as a whole. Funding partnership with Kresge Foundation to promote innovative structure in family led two-generation human service delivery. Learning opportunity to discover and document "best practices" for integrating human service delivery with housing. Document the "collective acceleration" process (uncharted) for metrics to promote sustainability through cost savings. | $150,000 | |
| Lamar Unidos | ||||||||
| 109 Lee Avenue Suite 2 | Lamar | CO | 81052 | None | PC | To support the 1st year operating the Tax Help Colorado program at Lamar Unidos. Provide free tax preparation to 80 low-income families, helping them claim $160,000 in refunds and save them approximately $20,000 in tax preparation fees. | $2,142 | |
| Mi Casa Resource Center | ||||||||
| 345 Grove Street | Denver | CO | 80219 | None | PC | To support the first year operating a Tax Help Colorado support site at Mi Casa Resource Center. Provide technical assistance to 100 families in accessing GetYourRefund/Tax Help Colorado services. | $5,451 | |
| Mile High United Way Inc | ||||||||
| 711 Park Avenue West | Denver | CO | 80205 | None | PC | To transfer funding from Wells Fargo to continue Tax Help CO program | $25,000 | |
| Mile High United Way Inc | ||||||||
| 711 Park Avenue West | Denver | CO | 80205 | None | PC | This investment funds the development of the Performance Imperative capacity building platform for nonprofits that are poised to increase their organizational effectiveness. The five year expected impact of this initiative is increased impact of targeted nonprofits and the resulting positive impacts on low-income children and families seeking their services. | $180,897 | |
| Mile High Workshop Inc | ||||||||
| 13280 E Mississippi Ave | Aurora | CO | 80012 | None | PC | Partnering with local manufacturing employers to provide re-entry employment to previously incarcerated workers. Just purchased a pillow company to generate additional earned-income. Requesting assistance w/ employer partners and business model sustainability. | $75,000 | |
| Morgan Community College | ||||||||
| 920 Barlow Road | Fort Morgan | CO | 80701 | None | GOV | To support the 13th year operating the Tax Help Colorado program at Morgan Community College. Provide free tax preparation to 450 low-income families, helping them claim $900,000 in refunds and save them approximately $90,000 in tax preparation fees. The program also teach students valuable life skills. | $4,700 | |
| New Era Colorado Foundation | ||||||||
| PO Box 181153 | Denver | CO | 80218 | None | PC | New Era Colorado (NEC) is the state's singular advocacy organization that explicitly focuses on youth issues and youth election turnout. Founded by now-prominent elected officials State Sen. Steve Fenberg, State Rep. Leslie Herod, and U.S. Rep. Joe Neguse (among others), NEC has demonstrated an impressive ability to register and turnout youth in election years and in developing youth-focused policy and advocacy agendas in intervening years. We envision NEC as an important partner in bringing youth perspectives and power to critical discussions from which they are currently excluded and we see NEC as an important partner for statewide ballot initiatives. | $75,000 | |
| Northeastern Junior College | ||||||||
| 100 College Avenue | Sterling | CO | 80751 | None | GOV | To support the 12th year operating the Tax Help Colorado program at Northeastern Junior College. Provide free tax preparation to 200 low-income families, helping them claim $225,000 in refunds and save them approximately $50,000 in tax preparation fees. The program also teaches students valuable life skills. | $2,786 | |
| Parent Possible | ||||||||
| 800 Grant Street Suite 200 | Denver | CO | 80203 | None | PC | Funding to conduct coalition strengthening, advocacy and coordinated data collection. Strengthen services to families, improve coordination and efficiency among program models, advance efforts to expand home visiting programming, and focus on investment task force recommendations, state agency planning and federal advocacy. | $100,000 | |
| Pikes Peak Community College | ||||||||
| 5675 S Academy Blvd Mailbox c-17 | Colorado Springs | CO | 80906 | None | GOV | To support the 10th year operating the Tax Help Colorado program at Pikes Peak Community College. Provide free tax preparation to 475 low-income families, helping them claim nearly $1 million in refunds and save them approximately $118,000 in tax preparation fees. The program also teaches students valuable life skills. | $4,728 | |
| Red Rocks Community College | ||||||||
| 13300 West 6th Avenue | Lakewood | CO | 80228 | None | GOV | To support the 8th year operating the Tax Help Colorado program at Red Rocks Community College. Provide free tax preparation to 300 low-income families, helping them claim $480,000 in refunds and save them approximately $75,000 in tax preparation fees. The program also teaches students valuable life skills. | $3,600 | |
| Reach Out and Read Colorado | ||||||||
| 3705 Martin Luther King Drive | Denver | CO | 80205 | None | PC | Organizational support for program delivery and scaling strategy to increased literacy success and school readiness | $70,000 | Building E |
| Reschool | ||||||||
| 730 17th Street | Denver | CO | 80202 | None | PC | Support for Summer Demonstration Project of LEAP concept | $50,000 | |
| Rose Community Foundation | ||||||||
| 4500 Cheery Creek Drive South Ste | Denver | CO | 80246 | None | PC | Rose willl serve as the fiscal sponsor for the pooled philanthropic funding for the Early Childhood Workforce Innovation Grants. Rose will allow the partners to seek out additional funders for this project because they can add their funds to this pool. | $315,000 | 900 |
| Servicios de La Raza | ||||||||
| 3131 West 14th Avenue | Denver | CO | 80204 | None | PC | Servicios de la Raza (SLDR) is the largest Latino-led nonprofit in Colorado, with a focus on direct service provision in physical and mental health as well as advocacy at the state level. Given the vast array of services they provide, and the wide range of communities in which they operate, we envision SDLR as an important partner across all three of our outcome areas and a critical service provider voice in our overall advocacy portfolio | $250,000 | |
| Small Business Majority Foundation Inc | ||||||||
| 1015 15th Street NW Suite 450 | Washington | DC | 20005 | None | PC | Partner with other business groups, organizations and experts to promote awareness on how small businesses are impacted by healthcare reform, clean energy, access to credit and other key issues. Effective promotion of rules, regulations and legislation that benefit low income entrepreneurs and their families. | $52,500 | |
| Stand for Children Leadership Center | ||||||||
| 2121 SW Broadway Suite 111 | Portland | OR | 97201 | None | PC | Community research, feedback and prototype sessions with families and educators about early literacy reports. | $9,250 | |
| Tennyson Center for Children at Colorado Christian Home | ||||||||
| 2950 Tennyson Street | Denver | CO | 80212 | None | PC | To support the implementation of Rewiring Child Welfare, a project to redirect how Colorado's child welfare system funding is allocated. | $200,000 | |
| The Barton Institute | ||||||||
| 1114 W 7th Ave Suite 215 | Denver | CO | 80204 | None | PC | To support The Village Instititue as a final grant cycle of Constellation Philanthropy before their 2021 sunsetting date. | $5,750 | |
| The Community Firm | ||||||||
| 364 Corona Street | Denver | CO | 80218 | None | PC | Part 2 of this pilot opportunity has the potential to demonstrate a new model of financial support to prevent evictions for low-income families to help bridge them to full financial sustainability through the public rental assistance funds they will be administering. Brief Expected Impact - It's expected that this pilot opportunity will demonstrate the effectiveness of negotiated rental debt and no-interest loans enabling low-income families avoid eviction. | $100,000 | |
| The Early Childhood Partnership of Adams County | ||||||||
| 8859 Fox Drive Suite 205 | Thornton | CO | 80260 | None | PC | To support the final grant cycle of Constellation Philanthropy before their 2021 sunsetting date. | $15,750 | |
| The Urban Leadership Foundation of Colorado | ||||||||
| 1550 Larimer Street 518 | Denver | CO | 80202 | None | PC | 2021 Advocacy Portfolio Investment .We envision ULF as an important partner across all three of our outcome areas (but especially Family Economic Mobility) | $50,000 | |
| Trailhead Institute | ||||||||
| 1385 S Colorado Blvd Suite 622 | Denver | CO | 80222 | None | PC | CEEMI is building a partnership of public, private, and philanthropic stakeholders to scale effective, rigorously evaluated postsecondary and workforce development programs. The goal, via a rigorous evidence-based strategy, is to measurably and sustainably increase wages and postsecondary credential attainment,help Coloradans with low incomes and barriers to employment achieve economic self-sufficiency,build more equitable CO | $65,000 | |
| TSNE MissionWorks | ||||||||
| 89 South St Suite 700 | Boston | MA | 02111 | None | PC | General operating funds to support the ongoing membership development and investment pipeline to support continued investment in the early childhood sector and engagement of individuals of wealth. | $20,000 | |
| University of Colorado Foundation | ||||||||
| 1800 Grant Street Suite 725 | Denver | CO | 80203 | None | PC | To support the final grant cycle of Constellation Philanthropy before their 2021 sunsetting date. | $15,750 | |
| University of Colorado Foundation | ||||||||
| 1800 Grant Street Suite 725 | Denver | CO | 80203 | None | PC | Implement a second Harris Program cohort for community-based fellows through a distance learning platform with improved healthy development of young children and school readiness through increased ECMH workforce of specially trained clinicians | $51,525 | |
| University of Colorado Foundation | ||||||||
| 1800 Grant Street Suite 725 | Denver | CO | 80203 | None | PC | Match for national Early Educators Investment Collaborative -4 partners received a $2.3M grant and have some additional needs to complete the match | $53,000 | |
| University of Denver- Colorado Evaluation & Action Lab | ||||||||
| 2255 E Evans Avenue | Denver | CO | 80208 | None | PC | To support the RISE Fund, a partnership between Gary and Gov. Jared Polis, is one of Gary's critical investments in addressing COVID-19 learning loss. With this proposed investment, and in partnership with the State, The University of Denver's Colorado EvaluationLab will evaluate 13 programs funded by the RISE Fund for their impact. | $150,000 | |
| Young African Americans for Social and Political Activism (YAASPA) | ||||||||
| PO Box 202092 | Denver | CO | 80220 | None | PC | 2021 Advocacy Portfolio Investment . We envision YAASPA as an important partner for all of our Youth Success outcome area goals, and potentially also for our Family Economic Mobility self-sufficiency income goal. | $50,000 | |
| Invest in Kids | ||||||||
| 1775 Sherman St Ste 1445 | Denver | CO | 80203 | None | PC | Non-Grant Contribution | $25,000 | |
| Urban Peak | ||||||||
| 2100 Stout Street | Denver | CO | 80205 | None | PC | Non-Grant Contribution | $15,000 | |
| Denver Academy | ||||||||
| 4400 East Iliff Avenue | Denver | CO | 80222 | None | PC | Non-Grant Contribution | $10,000 | |
| Sky's the Limit Fund | ||||||||
| 510A Valley Way | Milpitas | CA | 95035 | None | PC | Non-Grant Contribution | $10,000 | |
| Cobbled Streets | ||||||||
| 7360 West 28th Avenue | Wheat Ridge | CO | 80033 | None | PC | Non-Grant Contribution | $10,000 | |
| Big Brothers Big Sisters of Colorado Inc | ||||||||
| 750 W Hampden Ave Suite 450 | Denver | CO | 80110 | None | PC | Non-Grant Contribution | $10,000 | |
| The Jewish Center-Chabad of Northwest Metro Denver Inc | ||||||||
| 4505 W 112th Ave | Westminster | CO | 80031 | None | PC | Non-Grant Contribution | $5,000 | |
| STRIVE Preparatory Schools | ||||||||
| 2480 W 26th Ave B-360 | Denver | CO | 80211 | None | PC | Non-Grant Contribution | $5,000 | |
| Urban Peak | ||||||||
| 2100 Stout Street | Denver | CO | 80205 | None | PC | Non-Grant Contribution | $5,000 | |
| Colorado Fiscal Institute | ||||||||
| 1905 Sherman St Suite 225 | Denver | CO | 80203 | None | PC | Non-Grant Contribution | $5,000 | |
| Global Livingston Institute | ||||||||
| 3001 Brighton Blvd Suite 2662 | Denver | CO | 80216 | None | PC | Non-Grant Contribution | $5,000 | |
| Global Livingston Institute | ||||||||
| 3001 Brighton Blvd Suite 2662 | Denver | CO | 80216 | None | PC | Non-Grant Contribution | $5,000 | |
| Denver Academy | ||||||||
| 4400 East Iliff Avenue | Denver | CO | 80222 | None | PC | Non-Grant Contribution | $5,000 | |
| Wyatt Academy | ||||||||
| 3620 Franklin Street | Denver | CO | 80205 | None | PC | Non-Grant Contribution | $5,000 | |
| National Western Center Authority | ||||||||
| 4701 Marion Street Suite 401 | Denver | CO | 80216 | None | PC | Non-Grant Contribution | $5,000 | |
| Colorado News Collaborative | ||||||||
| PO Box 40866 | Denver | CO | 80204 | None | PC | Non-Grant Contribution | $5,000 | |
| River Valley Family Health Center | ||||||||
| PO Box 529 | Olathe | CO | 81425 | None | PC | Non-Grant Contribution | $5,000 | |
| Bell Policy Center | ||||||||
| 303 E 17th Avenue Suite 400 | Denver | CO | 80203 | None | PC | Non-Grant Contribution | $4,000 | |
| Rocky Mountain MicroFinance Institute (RMMFI) | ||||||||
| PO Box 48138 | Denver | CO | 80204 | None | PC | Non-Grant Contribution | $2,500 | |
| Teach for America Inc | ||||||||
| 1391 Speer Blvd Suite 710 | Denver | CO | 80204 | None | PC | Employee Matching Gift | $2,500 | |
| Dazzle Africa | ||||||||
| 4915 N Juliano Road | Las Vegas | NV | 89149 | None | PC | Employee Matching Gift | $2,500 | |
| Collegiate Academies | ||||||||
| 2625 Thalia Street | New Orleans | LA | 70113 | None | PC | Employee Matching Gift | $1,677 | |
| Heart Studios | ||||||||
| PO Box 23734 | Nashville | TN | 37202 | None | PC | Employee Matching Gift | $1,000 | |
| Blooming Prairie Veterans Memorial | ||||||||
| 210 4th St NE | Blooming Prairie | MN | 55917 | None | PC | Employee Matching Gift | $1,000 | |
| Climb Wyoming | ||||||||
| 1001 W 31st Street | Cheyenne | WY | 82001 | None | PC | Employee Matching Gift | $1,000 | |
| Denver Rescue Mission | ||||||||
| 6100 Smith Road | Denver | CO | 80216 | None | PC | Employee Matching Gift | $1,000 | |
| STRIVE Preparatory Schools | ||||||||
| 2480 W 26th Ave B-360 | Denver | CO | 80211 | None | PC | Employee Matching Gift | $1,000 | |
| Pablove Foundation | ||||||||
| 6607 W Sunset Blvd | Los Angeles | CA | 90028 | None | PC | Employee Matching Gift | $1,000 | |
| The Bail Project | ||||||||
| PO Box 750 | Venice | CA | 90294 | None | PC | Employee Matching Gift | $523 | |
| Louisiana Bucket Brigade | ||||||||
| 2803 Saint Phillip Street | New Orleans | LA | 70119 | None | PC | Employee Matching Gift | $500 | |
| Food Bank of the Rockies | ||||||||
| 10700 E 45th Avenue | Denver | CO | 80239 | None | PC | Employee Matching Gift | $500 | |
| Doctors Without Borders | ||||||||
| 40 Rector Street 16th Floor | New York | NY | 10006 | None | PC | Employee Matching Gift | $500 | |
| Partners in Health | ||||||||
| 800 Boylston St Suite 300 | Boston | MA | 02199 | None | PC | Employee Matching Gift | $500 | |
| Tennyson Center for Children at Colorado Christian Home | ||||||||
| 2950 Tennyson Street | Denver | CO | 80212 | None | PC | Employee Matching Gift | $500 | |
| Wyoming Community Foundation | ||||||||
| 1472 North 5th Street Suite 201 | Laramie | WY | 82072 | None | PC | Employee Matching Gift | $500 | |
| Planned Parenthood of the Rocky Mountains | ||||||||
| 7155 E 38th Avenue | Denver | CO | 80207 | None | PC | Employee Matching Gift | $100 | |
| March of Dimes | ||||||||
| 1550 Crystal Drive Suite 1300 | Arlington | VA | 22202 | None | PC | Employee Matching Gift | $300 | |
| STRIVE Preparatory Schools | ||||||||
| 2480 W 26th Ave B-360 | Denver | CO | 80211 | None | PC | Employee Matching Gift | $250 | |
| Food Bank of the Rockies | ||||||||
| 10700 E 45th Avenue | Denver | CO | 80239 | None | PC | Employee Matching Gift | $250 | |
| Community Partners | ||||||||
| PO Box 741265 | Los Angeles | CA | 90074 | None | PC | Employee Matching Gift | $240 | |
| Libraries Without Borders | ||||||||
| 1342 Florida Ave NW | Washington | DC | 20009 | None | PC | Employee Matching Gift | $223 | |
| Colorado Ballet Company | ||||||||
| 1075 Sante Fe Drive | Denver | CO | 80204 | None | PC | Employee Matching Gift | $200 | |
| Colorado Humanities | ||||||||
| 7935 E Prentice Ave Ste 450 | Greenwood Village | CO | 80111 | None | PC | Employee Matching Gift | $200 | |
| Union for Reform Judaism | ||||||||
| 633 3rd Avenue 7th floor | New York | NY | 10017 | None | PC | Employee Matching Gift | $180 | |
| Lutheran Family Services of the Rocky Mountains | ||||||||
| 363 S Harlan Street Suite 200 | Denver | CO | 80226 | None | PC | Employee Matching Gift | $150 | |
| Upbeat Colorado | ||||||||
| 2745 Julian Street | Denver | CO | 80211 | None | PC | Employee Matching Gift | $100 | |
| Human Rights Campaign Foundation | ||||||||
| 1640 Rhode Island Ave NW | Washington | DC | 20036 | None | PC | Employee Matching Gift | $100 | |
| Baton Rouge Youth Coalition | ||||||||
| 460 North 11th Street | Baton Rouge | LA | 70802 | None | PC | Employee Matching Gift | $100 | |
| Bethlehem Academy | ||||||||
| 105 3rd Ave SW | Faribault | MN | 55021 | None | PC | Employee Matching Gift | $50 | |
| The Family Tree | ||||||||
| 3805 Marshall Street 100 | Wheat Ridge | CO | 80033 | None | PC | Employee Matching Gift | $50 | |
| Weecycle | ||||||||
| 20 S Havana Street Suite 210 | Aurora | CO | 80012 | None | PC | Employee Matching Gift | $50 | |
| Public Broadcasting of Colorado Inc | ||||||||
| 7409 S Alton Court | Centennial | CO | 80112 | None | PC | Employee Matching Gift | $30 | |
| Raise The Future | ||||||||
| 1325 S Colorado Blvd Suite B700 | Denver | CO | 80222 | None | PC | Non-Grant Contribution | $500 | |
| Raise The Future | ||||||||
| 1325 S Colorado Blvd Suite B700 | Denver | CO | 80222 | None | PC | Non-Grant Contribution | $500 | |
| Colorado Humanities | ||||||||
| 7935 E Prentice Ave Ste 450 | Greenwood Village | CO | 80111 | None | PC | Non-Grant Contribution | $500 | |
| Moonshot edVentures | ||||||||
| 3840 N York Street Suite 145 | Denver | CO | 80205 | None | PC | Non-Grant Contribution | $500 | |
| Moonshot edVentures | ||||||||
| 3840 N York Street Suite 145 | Denver | CO | 80205 | None | PC | Non-Grant Contribution | $500 | |
| Community First Foundation | ||||||||
| 5855 Wadsworth Bypass Unit A | Arvada | CO | 80003 | None | PC | Non-Grant Contribution | $25,000 | |
| Stand for Children Leadership Center | ||||||||
| 2121 SW Broadway Suite 111 | Portland | OR | 97201 | None | PC | Non-Grant Contribution | $10,000 | |
| Denver Early Childhood Council | ||||||||
| 3532 Franklin Street Suite F | Denver | CO | 80205 | None | PC | Non-Grant Contribution | $10,000 | |
| University of Denver | ||||||||
| 2601 E Colorado Avenue | Denver | CO | 80208 | None | PC | Non-Grant Contribution | $7,500 | |
| Colorado Fiscal Institute | ||||||||
| 1905 Sherman St Suite 225 | Denver | CO | 80203 | None | PC | Non-Grant Contribution | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,975,762 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CLLARO | ||||||||
| PO Box 17932 | Denver | CO | 80217 | None | PC | Support to reach the Latino community across the state, with CLLARO's strong base of support in the Far Northeast of Denver and Aurora, and their organizing and policy work spans our outcome areas of Youth Success and Family Economic mobility. | $75,000 | |
| Colorado Nonprofit Development Center | ||||||||
| 789 Sherman Street Suite 250 | Denver | CO | 80203 | None | PC | Support capacity building with our advocacy/partnership efforts to ensure that we have the staff that is equipped to continue to educate and be a catalyst for moving faith partners, families and students to act to ensure that we are abolishing inequalities and inequities and developing a reality that will prepare all children for the choice of college without the need for remediation. | $75,000 | |
| CrossPurpose | ||||||||
| PO Box 2483 | Denver | CO | 80201 | None | PC | Support Family economic mobility by Community-building, therapy, financial counseling, and early-stage job skills leading to consistent income growth. 4-6 month programs with 80% placement in $20+/hr. Scaling from 125 participants to 500 by 2025. | $75,000 | |
| Enterprise Community Partners Inc | ||||||||
| 70 Corporate Ctr 11000 Broken Land | Columbia | MD | 21044 | None | PC | Facilitating a network of local housing and non-profit providers to preserve NOAH, build the data-base of affordable housing, and provide boots-on-the-ground options for ownership being pressured to sell to luxury developers. | $60,000 | Pkwy 700 |
| Great Education Colorado Fund | ||||||||
| 1355 S Colorado Blvd Building C | Denver | CO | 80222 | None | PC | Support the Youth Success outcome area with a statewide network of ~3,000 volunteers, they are especially strong in swing suburban counties, and they have proven their efficacy at voter contact in the Proposition EE and Amendment B campaigns in the last election cycle. In addition to their on-the-ground advocacy efforts, GEC is also a key player in discussions about the '22/'24 ballot cycles. (They have a particular interest in winning additional revenue for K-12 education.) | $75,000 | Suite 500 |
| Parent Possible | ||||||||
| 800 Grant Street Suite 200 | Denver | CO | 80203 | None | PC | Support a coalition strengthening, advocacy and coordinated data collection to strengthen services to families, improve coordination and efficiency among program models, advance efforts to expand home visiting programming, and focus on investment task force recommendations, state agency planning and federal advocacy. | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $460,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,743,313 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,359 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,491,629 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| Income from pass-through entities | 14 | -$5,734,274 | ||
| UBTI from pass-through entities | 523000 | $3,722,224 | ||
| Interest from PRIs | 14 | $181,624 | ||
| Other income | 01 | $29,615 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $3,723,583 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $17,711,907 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,435,490 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Gary Community Investment Company | |||||||
| 1 | 1705 17th Street Suite 200 | Denver | CO | 80202 | $681,097 | Yes (X) | Yes (X) |
| City Fund | |||||||
| 2 | 6312 Seven Corners Center 354 | Falls Church | VA | 22044 | $50,000 | Yes (X) | |
| Tax Help Colorado co Wells Fargo | |||||||
| 3 | 550 S 4th St | Minneapolis | MN | 55415 | $25,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Shared expenses paid by Gary Ventures on behalf of Gary Philanthropy. | NoncashPropertyDesc |
| Fair Market Value | $681,097 | FairMarketValueAmt |
| Received | 2021-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Kundinger, Corder & Engle, P.C. | CategoryTxt |
| Amt | $39,800 | Amt |
| Net Investment Income | $2,985 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35,820 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | During 2021, the Foundation began piloting a down-payment assistance program supporting first-time Black homebuyer under a share-equity model, whereby homebuyers pay this money back when they sell or refinance their homes. As of December 31,2021 the Foundation disbursed $893,459 under the program. | Desc |
| Amt | $893,459 | Amt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation for Educational Excellence | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4908 Tower Road | AddressLine1Txt |
| City | Denver | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80249 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2018-08-01 | GrantDt |
| Grant | $765,000 | GrantAmt |
| Purpose Of Grant | To support the operational expansion of construction training, job placement and professional career development for the Colorado Homebuilding Academy, a member of the WORKNOW Initiative. | PurposeOfGrantTxt |
| Expended By Grantee | $765,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | The Foundation is not aware of any diversion of grant funds. | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 1/31/20, 8/31/20, 1/29/21 | DatesOfReportsByGranteeTxt |
| Verification | 2021-09-30 | VerificationDt |
| Results Of Verification | The Foundation has no reason to doubt the accuracy or reliability of the report from the grantee, therefore, no independent verification of the report was made. Final grant report was received on 9/30/2021. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SNW Asset Management LLC | BondNm |
| EOY Book Value | $55,289,116 | EOYBookValueAmt |
| EOYFMV | $55,289,116 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Ethic Inc | $41,705,697 | $41,705,697 |
| Generation IM Global Equity | $20,163,269 | $20,163,269 |
| Vanguard FTSE Emerging | $5,366,998 | $5,366,998 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (35 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Access Venture Partners IV | FMV | $1,113,615 | $1,113,615 |
| Achieve Partners | FMV | $2,822,142 | $2,822,142 |
| Althelia | FMV | $1,039,936 | $1,039,936 |
| Apis & Heritage Legacy Fund I | FMV | $450,692 | $450,692 |
| Brevet Special Opportunity Fund | FMV | $14,838,209 | $14,838,209 |
| Bridges Ventures, LP | FMV | $2,240,387 | $2,240,387 |
| Chamba Inc. | FMV | $100,000 | $100,000 |
| CIM Enterprise Fund, LP | FMV | $5,000,000 | $5,000,000 |
| Elevar Equity Fund III | FMV | $9,109,645 | $9,109,645 |
| EveryDay Labs | FMV | $500,000 | $500,000 |
| Global SME Growth Fund LP | FMV | $3,121,154 | $3,121,154 |
| Greenbacker | FMV | $5,084,723 | $5,084,723 |
| Guardian Collective App Inc | FMV | $499,998 | $499,998 |
| Honest Jobs, Inc. | FMV | $100,000 | $100,000 |
| Huntington Capital Fund III | FMV | $1,040,623 | $1,040,623 |
| Impact America Fund II, LP | FMV | $749,394 | $749,394 |
| Indus Asia | FMV | $10,794 | $10,794 |
| Kimpact Evergreen Real Estate | FMV | $15,576,229 | $15,576,229 |
| King Street Capital, Ltd. | FMV | $222,435 | $222,435 |
| Landed Homeownership Impact | FMV | $2,267,653 | $2,267,653 |
| Learn Capital Venture | FMV | $4,812,002 | $4,812,002 |
| LearnStart I | FMV | $2,525,954 | $2,525,954 |
| LearnStart II | FMV | $337,109 | $337,109 |
| Lendable SIV | FMV | $5,025,000 | $5,025,000 |
| Lyme Forest Fund IV, LP | FMV | $5,991,921 | $5,991,921 |
| New Energy Capital Infrastruct | FMV | $1,034,424 | $1,034,424 |
| North Sky Clean Growth Fund IV | FMV | $1,534,453 | $1,534,453 |
| ParentPowered | FMV | $220,000 | $220,000 |
| Reach III, LP | FMV | $995,023 | $995,023 |
| Sarona Frontier Markets Fnd II | FMV | $3,125,065 | $3,125,065 |
| SJF Ventures IV | FMV | $2,347,637 | $2,347,637 |
| Vision Ridge Sustainable Asset | FMV | $4,824,525 | $4,824,525 |
| Vyllage Co. | FMV | $748,452 | $748,452 |
| Wonderschool | FMV | $90,000 | $90,000 |
| Zeal Capital Partners Fund I | FMV | $949,149 | $949,149 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $108,850 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $79,069 | AccumulatedDepreciationAmt |
| Book Value | $29,781 | BookValueAmt |
| EOYFMV | $29,781 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (5 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Polsinelli PC | $52,267 | $47,880 | $4,387 |
| Tuthill & Hughes LLP | $312 | $0 | $312 |
| Davis Graham & Stubb | $67,254 | $63,784 | $3,470 |
| Offit Kurman Attorneys At Law | $4,705 | $4,705 | $0 |
| Learning League legal fees | $74,832 | $0 | $74,832 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Program related investments | $6,759,115 | $7,527,352 | $7,527,352 |
| East 25th Avenue LLC | $45,637 | $45,536 | $45,536 |
| Investment interest, dividends and distributions receivable | $1,017,302 | $856,179 | $856,179 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Other expenses | $223,516 | $22,325 | $201,194 |
| Insurance | $24,766 | $2,477 | $22,289 |
| Professional development | $18,651 | $1,826 | $16,825 |
| Advertising | $94,297 | $0 | $94,297 |
| In-kind shared office expenses | $681,097 | $0 | $681,097 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Income from pass-through entities | -$5,734,274 | -$5,734,274 | -$5,734,274 |
| UBTI from pass-through entities | $3,722,224 | $3,722,224 | |
| Interest from PRIs | $181,624 | $181,624 | $181,624 |
| Other income | $29,615 | $29,615 | $29,615 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized gain on investments | Desc |
| Amt | $9,354,018 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (12 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Other professional fees | $234,127 | $0 | $234,127 |
| The Caprock Group | $246,500 | $184,875 | $0 |
| Change Matrix | $387,500 | $0 | $387,500 |
| Root Policy Research | $59,000 | $0 | $59,000 |
| Colorado Futures Center | $84,000 | $0 | $84,000 |
| Consume & Create | $52,500 | $0 | $52,500 |
| Slalom, LLC | $378,536 | $0 | $378,536 |
| Aperio Group | $65,209 | $65,209 | $0 |
| SNW Asset Management LLC | $89,955 | $89,955 | $0 |
| Ethic Inc. | $29,597 | $29,597 | $0 |
| Learning League contract labor | $498,053 | $0 | $498,053 |
| Learning League other consulting | $1,132 | $0 | $1,132 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise tax accrual basis | CategoryTxt |
| Amt | $286,880 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |