2022-11-15T16:13:13-06:00 2021-12-31 Kundinger Corder & Montoya PC 475 Lincoln Street Suite 200 Denver CO 80203 990PF 2021-01-01 810587194 Gary Philanthropy GARY 3036283800 1705 17th Street 200 Denver CO 80202 Santhosh Ramdoss Interim VP of Finance 3036283800 2022-11-15 1 Santhosh Ramdoss 999009999 Maria Montoya P01363907 3035345953 2022-11-15 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X X 234086613 X 756097 1743313 1743313 21492988 21491629 -1800811 -5523035 22191587 17711907 950605 183332 757048 1443896 67516 1325495 698527 84663 613864 199370 116369 83001 39800 2985 35820 2126109 369636 1694848 286880 0 0 16366 0 31701 3170 28531 12854 0 12854 1042327 26628 1015702 6848435 854299 5567163 3304607 6975762 10153042 854299 12542925 12038545 16857608 5146669 1815883 1815883 2265585 778540 778540 50959 59919 59919 63560851 67235964 67235964 55784878 55289116 55289116 77903739 100448343 100448343 108850 79069 77147 29781 29781 7822054 8429067 8429067 212611882 234086613 234086613 1000923 3685044 5551864 1949911 1000000 6552787 6634955 X 206059095 227451658 206059095 227451658 212611882 234086613 206059095 12038545 9354018 227451658 0 227451658 Brevet Direct Lending - Short Duration Fund P -77051 -77051 Brevet Direct Lending - Short Duration Fund P 1029 1029 Gain reported on 990T P -1029 -1029 Generation IM Global Equity Fund P 4005134 4005134 Lyme Forest Fund IV TE LP P 143656 143656 Vision Ridge P 4593793 4593793 New Energy Capital Infrastructure Credit Fund LP P 18270 18270 North Sky P 128346 128346 North Sky P 330 330 Gain reported on 990T P -330 -330 Access Venture P 44104 44104 Sarona P 222428 222428 SJF Ventures IV, LP P 420539 420539 Huntington Capital P 215633 215633 Elevar Equity III, LP P -121656 -121656 Learn Capital Ventures P 23003 23003 SNW Asset Managed P 217156 217156 Aperio Group, LLC P 1716042 1716042 Vanguard P 309019 309019 Ethic, Inc P 9621832 9621832 King Street P 11381 11381 21491629 234321 0 234321 0 234321 68874 0 220000 0 288874 X 0 54553 54553 0 0 0 0 0 0 0 0 0 1 1 0 1 1 CO 1 0 0 1 0 1 www.garycommunity.org Gary Philanthropy 3036283800 1705 17th Street 200 Denver CO 80202 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 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 219606 18594 0 Carey Dobbertin 1705 17th Street Ste 200 Denver CO 80202 CFO & Treasurer 20.00 109255 14965 0 Ami Desai 1705 17th Street Ste 200 Denver CO 80202 COO 20.00 106892 17937 0 Damion LeeNatali 1705 17th Street Ste 200 Denver CO 80202 VP Strategic Philanthropy & Policy 20.00 116304 23893 0 Santhosh Ramdoss 1705 17th Street Ste 200 Denver CO 80202 VP Impact Investing 20.00 132573 33806 0 Eric Parrie 1705 17th Street Ste 200 Denver CO 80202 VP Builds 20.00 101226 17407 0 Chyrise Harris 1705 17th Street Ste 200 Denver CO 80202 VP Communications 20.00 96767 17785 0 Holly Doering 1705 17th Street Ste 200 Denver CO 80202 Secretary, thru 07/2021 20.00 19241 11713 0 Ashley Hill 1705 17th Street Ste 200 Denver CO 80202 Secretary, from 07/2021 20.00 48741 11595 0 Steffanie Clothier 1705 17th Street Suite 200 Denver CO 80202 Dir. of School Readi 20.00 90299 20361 0 Catherine Trom 1705 17th Street Suite 200 Denver CO 80202 Controller 20.00 80388 21242 0 Julie Stone 1705 17th Street Suite 200 Denver CO 80202 Dir. Family Economic 20.00 74610 24269 0 Robyn Tsukayama 1705 17th Street Suite 200 Denver CO 80202 Dir. of People & Str 20.00 76063 14274 0 Amanda Skryzpchak 1705 17th Street Suite 200 Denver CO 80202 Dir. Strategic Phila 20.00 74032 8069 0 7 Change Matrix 2251 N Rampart Blvd 365 Las Vegas NV 89108 Consulting 387500 Slalom LLC PO Box 101416 Pasadena CA 91189 Consulting 378536 The Caprock Group Inc 805 West Idaho Street Suite 200 Boise ID 83702 Investment Advisor 246500 Colorado Futures Center 2698 Hedgerow Circle Lafayette CO 80026 Consulting 84000 Root Policy Research 6740 East Colfax Avenue Denver CO 80220 Consulting 59000 3 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. 500000 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. 300000 893459 1693459 203098174 7068534 901715 211068423 0 0 211068423 3166026 207902397 10395120 10395120 234321 345992 580313 9814807 994424 10809231 0 10809231 12542925 1693459 14236384 10809231 0 0 1836561 3960596 6404094 7130026 4886545 24217822 14236384 0 0 0 10809231 3427153 0 0 27644975 0 0 0 0 0 0 1836561 25808414 3960596 6404094 7130026 4886545 3427153 X 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. 50000 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. 75000 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. 22400 Bell Policy Center 303 E 17th Avenue Suite 400 Denver CO 80203 None PC To support the Family Economic Mobility policy research infastructure. 150000 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. 2500 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. 52240 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 100000 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 50000 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. 70000 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. 10000 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. 75000 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. 75000 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. 345000 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. 75000 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 50000 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 170000 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. 75000 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 47153 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. 2000 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. 50000 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. 489500 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. 10254 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. 50000 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 93000 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. 100000 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. 294884 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. 9750 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 185000 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. 1000000 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 50000 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. 50000 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. 5979 Great Education Colorado Fund 1355 S Colorado Blvd Building C Suite 500 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. 75000 Impact Charitable 1536 Wynkoop Street Suite 223 Denver CO 80202 None PC To support the Denver Basic Income Project. 25000 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 120000 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. 500000 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. 150000 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. 2142 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. 5451 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 25000 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. 180897 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. 75000 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. 4700 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. 75000 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. 2786 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. 100000 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. 4728 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. 3600 Reach Out and Read Colorado 3705 Martin Luther King Drive Building E Denver CO 80205 None PC Organizational support for program delivery and scaling strategy to increased literacy success and school readiness 70000 Reschool 730 17th Street Denver CO 80202 None PC Support for Summer Demonstration Project of LEAP concept 50000 Rose Community Foundation 4500 Cheery Creek Drive South Ste 900 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. 315000 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 250000 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. 52500 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. 9250 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. 200000 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. 5750 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. 100000 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. 15750 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) 50000 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 65000 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. 20000 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. 15750 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 51525 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 53000 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. 150000 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. 50000 Invest in Kids 1775 Sherman St Ste 1445 Denver CO 80203 None PC Non-Grant Contribution 25000 Urban Peak 2100 Stout Street Denver CO 80205 None PC Non-Grant Contribution 15000 Denver Academy 4400 East Iliff Avenue Denver CO 80222 None PC Non-Grant Contribution 10000 Sky's the Limit Fund 510A Valley Way Milpitas CA 95035 None PC Non-Grant Contribution 10000 Cobbled Streets 7360 West 28th Avenue Wheat Ridge CO 80033 None PC Non-Grant Contribution 10000 Big Brothers Big Sisters of Colorado Inc 750 W Hampden Ave Suite 450 Denver CO 80110 None PC Non-Grant Contribution 10000 The Jewish Center-Chabad of Northwest Metro Denver Inc 4505 W 112th Ave Westminster CO 80031 None PC Non-Grant Contribution 5000 STRIVE Preparatory Schools 2480 W 26th Ave B-360 Denver CO 80211 None PC Non-Grant Contribution 5000 Urban Peak 2100 Stout Street Denver CO 80205 None PC Non-Grant Contribution 5000 Colorado Fiscal Institute 1905 Sherman St Suite 225 Denver CO 80203 None PC Non-Grant Contribution 5000 Global Livingston Institute 3001 Brighton Blvd Suite 2662 Denver CO 80216 None PC Non-Grant Contribution 5000 Global Livingston Institute 3001 Brighton Blvd Suite 2662 Denver CO 80216 None PC Non-Grant Contribution 5000 Denver Academy 4400 East Iliff Avenue Denver CO 80222 None PC Non-Grant Contribution 5000 Wyatt Academy 3620 Franklin Street Denver CO 80205 None PC Non-Grant Contribution 5000 National Western Center Authority 4701 Marion Street Suite 401 Denver CO 80216 None PC Non-Grant Contribution 5000 Colorado News Collaborative PO Box 40866 Denver CO 80204 None PC Non-Grant Contribution 5000 River Valley Family Health Center PO Box 529 Olathe CO 81425 None PC Non-Grant Contribution 5000 Bell Policy Center 303 E 17th Avenue Suite 400 Denver CO 80203 None PC Non-Grant Contribution 4000 Rocky Mountain MicroFinance Institute (RMMFI) PO Box 48138 Denver CO 80204 None PC Non-Grant Contribution 2500 Teach for America Inc 1391 Speer Blvd Suite 710 Denver CO 80204 None PC Employee Matching Gift 2500 Dazzle Africa 4915 N Juliano Road Las Vegas NV 89149 None PC Employee Matching Gift 2500 Collegiate Academies 2625 Thalia Street New Orleans LA 70113 None PC Employee Matching Gift 1677 Heart Studios PO Box 23734 Nashville TN 37202 None PC Employee Matching Gift 1000 Blooming Prairie Veterans Memorial 210 4th St NE Blooming Prairie MN 55917 None PC Employee Matching Gift 1000 Climb Wyoming 1001 W 31st Street Cheyenne WY 82001 None PC Employee Matching Gift 1000 Denver Rescue Mission 6100 Smith Road Denver CO 80216 None PC Employee Matching Gift 1000 STRIVE Preparatory Schools 2480 W 26th Ave B-360 Denver CO 80211 None PC Employee Matching Gift 1000 Pablove Foundation 6607 W Sunset Blvd Los Angeles CA 90028 None PC Employee Matching Gift 1000 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 25000 Stand for Children Leadership Center 2121 SW Broadway Suite 111 Portland OR 97201 None PC Non-Grant Contribution 10000 Denver Early Childhood Council 3532 Franklin Street Suite F Denver CO 80205 None PC Non-Grant Contribution 10000 University of Denver 2601 E Colorado Avenue Denver CO 80208 None PC Non-Grant Contribution 7500 Colorado Fiscal Institute 1905 Sherman St Suite 225 Denver CO 80203 None PC Non-Grant Contribution 3000 6975762 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. 75000 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. 75000 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. 75000 Enterprise Community Partners Inc 70 Corporate Ctr 11000 Broken Land Pkwy 700 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. 60000 Great Education Colorado Fund 1355 S Colorado Blvd Building C Suite 500 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.) 75000 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. 100000 460000 14 1743313 523000 1359 18 21491629 Income from pass-through entities 14 -5734274 UBTI from pass-through entities 523000 3722224 Interest from PRIs 14 181624 Other income 01 29615 3723583 17711907 0 21435490 0 0 0 0 0 0 0 0 0 0 X X 1 Gary Community Investment Company 1705 17th Street Suite 200 Denver CO 80202 681097 X X 2 City Fund 6312 Seven Corners Center 354 Falls Church VA 22044 50000 X 3 Tax Help Colorado co Wells Fargo 550 S 4th St Minneapolis MN 55415 25000 X 1 Shared expenses paid by Gary Ventures on behalf of Gary Philanthropy. 681097 2021-12-31 Kundinger, Corder & Engle, P.C. 39800 2985 35820 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. 893459 Foundation for Educational Excellence 4908 Tower Road Denver CO 80249 2018-08-01 765000 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. 765000 The Foundation is not aware of any diversion of grant funds. 1/31/20, 8/31/20, 1/29/21 2021-09-30 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. SNW Asset Management LLC 55289116 55289116 Ethic Inc 41705697 41705697 Generation IM Global Equity 20163269 20163269 Vanguard FTSE Emerging 5366998 5366998 Access Venture Partners IV FMV 1113615 1113615 Achieve Partners FMV 2822142 2822142 Althelia FMV 1039936 1039936 Apis & Heritage Legacy Fund I FMV 450692 450692 Brevet Special Opportunity Fund FMV 14838209 14838209 Bridges Ventures, LP FMV 2240387 2240387 Chamba Inc. FMV 100000 100000 CIM Enterprise Fund, LP FMV 5000000 5000000 Elevar Equity Fund III FMV 9109645 9109645 EveryDay Labs FMV 500000 500000 Global SME Growth Fund LP FMV 3121154 3121154 Greenbacker FMV 5084723 5084723 Guardian Collective App Inc FMV 499998 499998 Honest Jobs, Inc. FMV 100000 100000 Huntington Capital Fund III FMV 1040623 1040623 Impact America Fund II, LP FMV 749394 749394 Indus Asia FMV 10794 10794 Kimpact Evergreen Real Estate FMV 15576229 15576229 King Street Capital, Ltd. 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FMV 748452 748452 Wonderschool FMV 90000 90000 Zeal Capital Partners Fund I FMV 949149 949149 Equipment 108850 79069 29781 29781 Polsinelli PC 52267 47880 4387 Tuthill & Hughes LLP 312 0 312 Davis Graham & Stubb 67254 63784 3470 Offit Kurman Attorneys At Law 4705 4705 0 Learning League legal fees 74832 0 74832 Program related investments 6759115 7527352 7527352 East 25th Avenue LLC 45637 45536 45536 Investment interest, dividends and distributions receivable 1017302 856179 856179 Other expenses 223516 22325 201194 Insurance 24766 2477 22289 Professional development 18651 1826 16825 Advertising 94297 0 94297 In-kind shared office expenses 681097 0 681097 Income from pass-through entities -5734274 -5734274 -5734274 UBTI from pass-through entities 3722224 3722224 Interest from PRIs 181624 181624 181624 Other income 29615 29615 29615 Unrealized gain on investments 9354018 Other professional fees 234127 0 234127 The Caprock Group 246500 184875 0 Change Matrix 387500 0 387500 Root Policy Research 59000 0 59000 Colorado Futures Center 84000 0 84000 Consume & Create 52500 0 52500 Slalom, LLC 378536 0 378536 Aperio Group 65209 65209 0 SNW Asset Management LLC 89955 89955 0 Ethic Inc. 29597 29597 0 Learning League contract labor 498053 0 498053 Learning League other consulting 1132 0 1132 Excise tax accrual basis 286880 0 0