BONFILS-STANTON FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BONFILS-STANTON FOUNDATION (EIN 84-6029014)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-10-22
- IRS object ID
- 202132959349100608
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- 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 Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-22T12:36:25-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kundinger Corder & Engle 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 | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 846029014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bonfils-Stanton Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BONF | BusinessNameControlTxt |
| Phone | 3038253774 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1033 Santa Fe Drive | AddressLine1Txt |
| City | Denver | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ann Hovland | PersonNm |
| Person Title | Chief Financial Officer/Treasurer | PersonTitleTxt |
| Phone | 3038253774 | PhoneNum |
| Signature | 2021-10-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Ann | PersonFirstNm |
| Person Last | Hovland | 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 | P01416697 | PTIN |
| Phone | 3035345953 | PhoneNum |
| Preparation | 2021-10-22 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $102,530,228 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $455,524 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $455,524 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,316,458 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $4,305,839 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $284,163 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $282,794 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,056,145 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,044,157 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $367,603 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $47,527 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $320,076 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $249,721 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $249,721 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $157,537 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $12,148 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $145,389 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,271 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,271 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $206,830 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $116,250 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $90,580 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $26,006 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $61,157 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $118,116 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $118,116 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $284,528 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $284,528 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,496,269 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $180,425 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,228,681 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,018,825 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,029,535 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,515,094 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $180,425 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,258,216 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$458,949 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,863,732 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $293 | CashBOYAmt |
| Cash EOY | $292 | CashEOYAmt |
| Cash EOYFMV | $292 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $922,339 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,360,427 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,360,427 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,433,333 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $1,000,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,433,333 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,433,333 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $19,466,255 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,419,415 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,169,680 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,076,874 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,320,521 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,549,790 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $42,285,978 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $39,281,860 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $59,503,608 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $623,400 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $359,191 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $809,380 | LandBOYAmt |
| Land EOY | $264,209 | LandEOYAmt |
| Land EOYFMV | $264,209 | LandEOYFMVAmt |
| Other Assets BOY | $182,338 | OtherAssetsBOYAmt |
| Other Assets EOY | $248,889 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $248,889 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $69,743,457 | TotalAssetsBOYAmt |
| Total Assets EOY | $69,328,946 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $102,530,228 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $21 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $141,662 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $186,079 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $141,662 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $186,100 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $69,601,795 | RetainedEarningBOYAmt |
| Retained Earning EOY | $69,142,846 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $69,601,795 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $69,142,846 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $69,743,457 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $69,328,946 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $69,601,795 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$458,949 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $69,142,846 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $69,142,846 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|
| Publicly traded securities | $2,575,702 | $2,575,702 | |
| Davidson Kempner Partners | $130,537 | $130,537 | P |
| Farallon | $207,223 | $207,223 | P |
| GQG | $89,138 | $89,138 | P |
| Highclere | -$165,221 | -$165,221 | P |
| Lexington MMI III | $30,916 | $30,916 | P |
| Lexington MMI III | $10,619 | $10,619 | P |
| Maverick | $160,022 | $160,022 | P |
| OchZiff Overseas Fund | $11,048 | $11,048 | P |
| Sanderson | -$452,825 | -$452,825 | P |
| Spinnaker GEM | $1,631,361 | $1,631,361 | P |
| Sale of condo unit | $87,938 | $87,938 | P |
| Capital gains reported on Form 990-T | -$10,619 | -$10,619 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,305,839 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $67,606 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $67,606 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $67,606 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,594 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $26,594 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $41,012 | TaxDueAmt |
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 | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | bonfils-stantonfoundation.org | WebsiteAddressTxt |
| Individual With Books | Ann Hovland | IndividualWithBooksNm |
| Phone | 3038253774 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1033 Santa Fe Drive | AddressLine1Txt |
| City | Denver | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80204 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| Gary Steuer | ||||||||
| 1033 Santa Fe Drive | Denver | CO | 80204 | CEO/President | 40.00 | $249,357 | $45,111 | $0 |
| Ann Hovland | ||||||||
| 1033 Santa Fe Drive | Denver | CO | 80204 | CFO/Treasurer/Secretary | 29.00 | $110,246 | $23,332 | $0 |
| Harold R Logan Jr | ||||||||
| 1033 Santa Fe Drive | Denver | CO | 80204 | Trustee | 2.00 | $1,000 | $0 | $0 |
| Deborah Jordy | ||||||||
| 1033 Santa Fe Drive | Denver | CO | 80204 | Trustee | 2.00 | $1,250 | $0 | $0 |
| Michael E Bock | ||||||||
| 1033 Santa Fe Drive | Denver | CO | 80204 | Trustee | 2.00 | $0 | $0 | $0 |
| Elaine D Torres | ||||||||
| 1033 Santa Fe Drive | Denver | CO | 80204 | Chair | 2.00 | $1,000 | $0 | $0 |
| Nita Mosby Tyler PhD | ||||||||
| 1033 Santa Fe Drive | Denver | CO | 80204 | Trustee | 2.00 | $1,000 | $0 | $0 |
| Melissa Cheong | ||||||||
| 1033 Santa Fe Drive | Denver | CO | 80204 | Trustee | 2.00 | $1,000 | $0 | $0 |
| Kent A Rice | ||||||||
| 1033 Santa Fe Drive | Denver | CO | 80204 | Vice Chair | 2.00 | $1,000 | $0 | $0 |
| Mike Yankovich | ||||||||
| 1033 Santa Fe Drive | Denver | CO | 80204 | Trustee | 2.00 | $1,000 | $0 | $0 |
| Cleo Parker Robinson | ||||||||
| 1033 Santa Fe Drive | Denver | CO | 80204 | Trustee | 2.00 | $750 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Gina Ferrari | ||||||||
| 1033 Santa Fe Drive | Denver | CO | 80204 | Director, Grants Pro | 25.00 | $87,587 | $19,585 | $0 |
| Monique M Loseke | ||||||||
| 1033 Santa Fe Drive | Denver | CO | 80204 | Executive Assistant | 40.00 | $79,713 | $19,573 | $0 |
| Chrissy Deal | ||||||||
| 1033 Santa Fe Drive | Denver | CO | 80204 | Director, Fellowship | 40.00 | $80,902 | $9,820 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Steven Godeke | |||||
| 351 West 4th Street | New York | NY | 10014 | Consultant | $60,000 |
| Monticello Associates | |||||
| 1800 Larimer Street Suite 2100 | Denver | CO | 80202 | Investment advisor | $56,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The Foundation made a $500,000 program related investment to the Colorado Enterprise Fund in the form of a low-interest rate loan. Interest is 1% per annum, payable quarterly until the maturity date of April 1, 2026 at which time the outstanding principal balance and all accrued interest is due. The proceeds of the loan are restricted to financing Creative Economy small businesses in Colorado. | Description1Txt |
| Expenses1 | $500,000 | Expenses1Amt |
| Total | $500,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $90,385,852 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $745,224 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $91,131,076 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $91,131,076 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,366,966 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $89,764,110 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,488,206 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,488,206 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $67,606 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,077 | IncomeTaxAmt |
| Total Tax | $69,683 | TotalTaxAmt |
| Distributable Before Adj | $4,418,523 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $903,083 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,321,606 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,321,606 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,258,216 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $500,000 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $23,291 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $5,781,507 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,781,507 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,321,606 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $322,247 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $289,154 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $1,323,703 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,935,104 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,781,507 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,321,606 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $459,901 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,395,005 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,395,005 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $322,247 | ExcessFromYear4Amt |
| Excess From Year3 | $289,154 | ExcessFromYear3Amt |
| Excess From Year1 | $1,323,703 | ExcessFromYear1Amt |
| Excess From Current Year | $459,901 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | President | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1033 Santa Fe Drive | AddressLine1Txt |
| City | Denver | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3038253774 | RecipientPhoneNum |
| Form And Info And Materials | Organizations seeking grants are requested to call the Foundation to discuss the potential funding requests before submitting a proposal. The Foundation accepts the Colorado Common Grant Application. Organizations are allowed to submit only one proposal in a calendar year. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Last business day of the following months: January, April, July, and October. | SubmissionDeadlinesTxt |
| Restrictions On Awards | Foundation resources are invested in organizations contributing to Denver's art and cultural community through four grant-making strategies: general operating support to arts organizations committed to excellence, innovation, and sustainability; project support to support new or ongoing projects that are exceptional for their artistic merit, innovation, collaborative design and/or targeted appropach to cultural participation; arts innovation grants for the development of ground-breaking approaches to creating and presenting art, engaging new audiences, and developing new organizational/business models to strengthen capacity and financial sustainability; and capital project grants for organizaitons with which the Foundation has an established relationship and for which 75% of the campaign goal has been achieved. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (206 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| Access Gallery | |||||||
| 909 Santa Fe Dr | Denver | CO | 802043936 | PC | Inclusive Communities Grant | $5,000 | |
| Access Gallery | |||||||
| 909 Santa Fe Dr | Denver | CO | 802043936 | PC | to provide a second round of COVID-19 relief | $2,000 | |
| Art Students League of Denver | |||||||
| 200 Grant St | Denver | CO | 802034020 | PC | to support the Diversity in the Arts Internship Program | $35,000 | |
| Art Students League of Denver | |||||||
| 200 Grant St | Denver | CO | 802034020 | PC | to provide a second round of COVID-19 relief FBO DITA | $14,000 | |
| Art Students League of Denver | |||||||
| 200 Grant St | Denver | CO | 802034020 | PC | for general operating support ($30,000 genop + $10,000 for COVID) | $40,000 | |
| Art Students League of Denver | |||||||
| 200 Grant St | Denver | CO | 802034020 | PC | to provide a second round of COVID-19 relief | $16,000 | |
| Athena Project | |||||||
| 5761 S Youngfield St | Littleton | CO | 801275210 | PC | to support #ArtFindsYou programming | $10,000 | |
| Athena Project | |||||||
| 5761 S Youngfield St | Littleton | CO | 801275210 | PC | to provide a second round of COVID-19 relief | $4,000 | |
| Augustana Arts Inc | |||||||
| 5000 E Alameda Avenue | Denver | CO | 802468104 | PC | to support the Stratus Chamber Orchestra's 2020-2021 Season and free summer concert series | $15,000 | |
| Augustana Arts Inc | |||||||
| 5000 E Alameda Avenue | Denver | CO | 802468104 | PC | to provide a second round of COVID-19 relief | $6,000 | |
| Baroque Chamber Orchestra Of Colorado | |||||||
| PO Box 200098 | Denver | CO | 802200098 | PC | for general operating support | $15,000 | |
| Baroque Chamber Orchestra Of Colorado | |||||||
| PO Box 200098 | Denver | CO | 802200098 | PC | to provide a second round of COVID-19 relief | $6,000 | |
| Black American West Museum & Heritage Center | |||||||
| 3091 California St | Denver | CO | 802053044 | PC | Inclusive Communities Grant | $5,000 | |
| Black American West Museum & Heritage Center | |||||||
| 3091 California St | Denver | CO | 802053044 | PC | to provide a second round of COVID-19 relief | $2,000 | |
| Buntport Theater Company | |||||||
| 717 Lipan St | Denver | CO | 802044442 | PC | for general operating support | $20,000 | |
| Buntport Theater Company | |||||||
| 717 Lipan St | Denver | CO | 802044442 | PC | to provide a second round of COVID-19 relief | $8,000 | |
| Central City Opera House Association | |||||||
| PO Box 1212 | Wheat Ridge | CO | 80034 | PC | for general operating support | $67,500 | |
| Central City Opera House Association | |||||||
| PO Box 1212 | Wheat Ridge | CO | 80034 | PC | to provide a second round of COVID-19 relief | $24,000 | |
| Chicano Humanities and Arts Council Inc | |||||||
| PO Box 140847 | Edgewater | CO | 802140847 | PC | Inclusive Communities Grant | $5,000 | |
| Chicano Humanities and Arts Council Inc | |||||||
| PO Box 140847 | Edgewater | CO | 802140847 | PC | to provide a second round of COVID-19 relief | $2,000 | |
| Childrens Museum of Denver Inc | |||||||
| 2121 Childrens Museum Dr | Denver | CO | 802115221 | PC | Arts Engagement and Education Programming | $30,000 | |
| Childrens Museum of Denver Inc | |||||||
| 2121 Childrens Museum Dr | Denver | CO | 802115221 | PC | to provide a second round of COVID-19 relief | $12,000 | |
| Civic Center Conservancy | |||||||
| 1410 Grant Street Suite C205 | Denver | CO | 802031857 | PC | to support Civic Center Live: a series of live performances at Civic Center Park | $4,000 | |
| Civic Center Conservancy | |||||||
| 1410 Grant Street Suite C205 | Denver | CO | 802031857 | PC | to support the 2021 Civic Center LIVE series | $15,000 | |
| Civic Center Conservancy | |||||||
| 1410 Grant Street Suite C205 | Denver | CO | 802031857 | PC | to provide a second round of COVID-19 relief | $6,000 | |
| Cleo Parker Robinson Dance | |||||||
| 119 Park Ave West | Denver | CO | 802053209 | PC | to support the Campaign for the Future | $150,000 | |
| Cleo Parker Robinson Dance | |||||||
| 119 Park Ave West | Denver | CO | 802053209 | PC | for general operating support | $50,000 | |
| Cleo Parker Robinson Dance | |||||||
| 119 Park Ave West | Denver | CO | 802053209 | PC | to provide a second round of COVID-19 relief | $20,000 | |
| Colorado Ballet Company | |||||||
| 1075 Santa Fe Dr | Denver | CO | 802043950 | PC | for general operating support | $60,000 | |
| Colorado Ballet Company | |||||||
| 1075 Santa Fe Dr | Denver | CO | 802043950 | PC | to provide a second round of COVID-19 relief | $24,000 | |
| Colorado Ballet Company | |||||||
| 1075 Santa Fe Dr | Denver | CO | 802043950 | PC | for general operating support (early release of final multi-year grant) | $60,000 | |
| Colorado Black Arts Movement | |||||||
| 12000 E 47th Ave | Denver | CO | 802393143 | PC | to support the development of a business plan for CBAM related to the Montbello FreshLo Hub | $4,000 | |
| Colorado Business Committee for the Arts | |||||||
| 789 Sherman Street Suite 280 | Denver | CO | 802033529 | PC | for general operating support | $10,000 | |
| Colorado Business Committee for the Arts | |||||||
| 789 Sherman Street Suite 280 | Denver | CO | 802033529 | PC | to support the Arts Through It All holiday campaign | $4,000 | |
| Colorado Business Committee for the Arts | |||||||
| 789 Sherman Street Suite 280 | Denver | CO | 802033529 | PC | to provide a second round of COVID-19 relief | $4,000 | |
| Colorado Celebration of African-American Arts and Culture | |||||||
| PO Box 300577 | Denver | CO | 802030577 | PC | Inclusive Communities Grant | $5,000 | |
| Colorado Celebration of African-American Arts and Culture | |||||||
| PO Box 300577 | Denver | CO | 802030577 | PC | to provide a second round of COVID-19 relief | $2,000 | |
| Colorado Childrens Chorale | |||||||
| 2420 W 26Th Ave Suite 350-D | Denver | CO | 802115362 | PC | for general operating support | $40,000 | |
| Colorado Childrens Chorale | |||||||
| 2420 W 26Th Ave Suite 350-D | Denver | CO | 802115362 | PC | to provide a second round of COVID-19 relief | $16,000 | |
| Colorado Dragon Boat Festival | |||||||
| 3000 Youngfield Street Suite 140 | Wheat Ridge | CO | 802156545 | PC | Inclusive Communities Grant | $5,000 | |
| Colorado Dragon Boat Festival | |||||||
| 3000 Youngfield Street Suite 140 | Wheat Ridge | CO | 802156545 | PC | to provide a second round of COVID-19 relief | $2,000 | |
| Colorado Fine Arts Association | |||||||
| 13924 Pinehurst Cir | Broomfield | CO | 800234551 | PC | Inclusive Communities Grant | $5,000 | |
| Colorado Fine Arts Association | |||||||
| 13924 Pinehurst Cir | Broomfield | CO | 800234551 | PC | to provide a second round of COVID-19 relief | $2,000 | |
| Colorado Immigrant Rights Coalition | |||||||
| 2525 W Alameda Ave | Denver | CO | 802193047 | PC | to support the "Familias Separadas" project | $4,000 | |
| Colorado Korean Chorus | |||||||
| PO Box 461658 | Aurora | CO | 800461658 | PC | Inclusive Communities Grant | $5,000 | |
| Colorado Korean Chorus | |||||||
| PO Box 461658 | Aurora | CO | 800461658 | PC | to provide a second round of COVID-19 relief | $2,000 | |
| Colorado Nonprofit Association | |||||||
| 789 Sherman St Suite 240 | Denver | CO | 802033553 | PC | to provide a second round of COVID-19 relief | $8,000 | |
| Colorado Photographic Arts Center Inc | |||||||
| 1070 Bannock St Suite 75 | Denver | CO | 802044058 | PC | for general operating support | $20,000 | |
| Colorado Photographic Arts Center Inc | |||||||
| 1070 Bannock St Suite 75 | Denver | CO | 802044058 | PC | to provide a second round of COVID-19 relief | $8,000 | |
| Colorado Symphony Association | |||||||
| 1000 14th Street 15 | Denver | CO | 802022333 | PC | for general operating support | $80,000 | |
| Colorado Symphony Association | |||||||
| 1000 14th Street 15 | Denver | CO | 802022333 | PC | to provide a second round of COVID-19 relief | $24,000 | |
| Community-Minded Dance | |||||||
| 6445 E Ohio Ave Ste 150 | Denver | CO | 802241458 | PC | for general operating support | $15,000 | |
| Community-Minded Dance | |||||||
| 6445 E Ohio Ave Ste 150 | Denver | CO | 802241458 | PC | to provide a second round of COVID-19 relief | $6,000 | |
| Control Group Productions | |||||||
| 1801 Brentwood St | Lakewood | CO | 802145923 | PC | to support Sojourners, an immersive performance project | $10,000 | |
| Control Group Productions | |||||||
| 1801 Brentwood St | Lakewood | CO | 802145923 | PC | to provide a second round of COVID-19 relief | $4,000 | |
| Curious Theatre Company | |||||||
| 1080 Acoma St | Denver | CO | 802044035 | PC | for general operating support | $45,000 | |
| Curious Theatre Company | |||||||
| 1080 Acoma St | Denver | CO | 802044035 | PC | to provide a second round of COVID-19 relief | $18,000 | |
| The Denver Architectural Foundation Inc | |||||||
| 3264 Larimer St Suite D | Denver | CO | 802053980 | PC | for general operating support | $20,000 | |
| The Denver Architectural Foundation Inc | |||||||
| 3264 Larimer St Suite D | Denver | CO | 802053980 | PC | to provide a second round of COVID-19 relief | $8,000 | |
| The Denver Art Museum | |||||||
| 100 West 14th Ave Pkwy | Denver | CO | 802042713 | PC | to support Vision 2021: North Building Renovation | $350,000 | |
| Denver Biennial of The Americas Corporation | |||||||
| 1550 Wewatta St Suite 950 | Denver | CO | 802026299 | PC | to support the COVID-19 Americas Memorial | $25,000 | |
| Denver Biennial of The Americas Corporation | |||||||
| 1550 Wewatta St Suite 950 | Denver | CO | 802026299 | PC | to provide a second round of COVID-19 relief | $10,000 | |
| Denver Botanic Garden Inc | |||||||
| 909 York St | Denver | CO | 802063751 | PC | to provide a second round of COVID-19 relief | $20,000 | |
| Denver Brass Inc | |||||||
| 2253 N Downing St | Denver | CO | 802055234 | PC | for general operating support ($15,00 genop + $5,000 for COVID) | $20,000 | |
| Denver Brass Inc | |||||||
| 2253 N Downing St | Denver | CO | 802055234 | PC | to provide a second round of COVID-19 relief | $8,000 | |
| Denver Center for the Performing Arts | |||||||
| 1101 13th St | Denver | CO | 80204 | PC | community development grant to support the Carne y Arena exhibit | $4,000 | |
| Denver Childrens Choir | |||||||
| 430 W 9th Ave | Denver | CO | 802044527 | PC | for general operating support | $10,000 | |
| Denver Childrens Choir | |||||||
| 430 W 9th Ave | Denver | CO | 802044527 | PC | to provide a second round of COVID-19 relief | $4,000 | |
| Denver Digerati | |||||||
| 3500 Rockmont Dr Apt 5101 | Denver | CO | 802022091 | PC | Supernova Digital Animation Festival | $20,000 | |
| Denver Digerati | |||||||
| 3500 Rockmont Dr Apt 5101 | Denver | CO | 802022091 | PC | to provide a second round of COVID-19 relief | $8,000 | |
| Denver Film Society | |||||||
| 1510 York St 3rd Flr | Denver | CO | 802061430 | PC | to support Mini-Festivals and Denver Film Festival Mini-Festival Sections | $30,000 | |
| Denver Film Society | |||||||
| 1510 York St 3rd Flr | Denver | CO | 802061430 | PC | to provide a second round of COVID-19 relief | $12,000 | |
| The Denver Foundation | |||||||
| 1009 Grant St | Denver | CO | 80203 | PC | to support Dazzle's Bread & Jam initiative | $4,000 | |
| The Denver Foundation | |||||||
| 1009 Grant St | Denver | CO | 80203 | PC | for grant overage in the COVID-19 Arts & Culture Relief Fund | $242 | |
| Denver Fringe Festival Inc | |||||||
| 2348 Ash St | Denver | CO | 802073116 | PC | to support the second annual Denver Fringe Festival | $4,000 | |
| Denver March Powwow Inc | |||||||
| PO Box 19178 | Denver | CO | 802190178 | PC | Inclusive Communities Grant | $5,000 | |
| Denver March Powwow Inc | |||||||
| PO Box 19178 | Denver | CO | 802190178 | PC | to provide a second round of COVID-19 relief | $2,000 | |
| Denver Young Artists Orchestra Assoc | |||||||
| 1385 S Colorado Blvd Ste A722 | Denver | CO | 802223327 | PC | to support the Alliance for Music Education Equity (AMEE) initiative | $20,000 | |
| Denver Young Artists Orchestra Assoc | |||||||
| 1385 S Colorado Blvd Ste A722 | Denver | CO | 802223327 | PC | for general operating support | $20,000 | |
| Denver Young Artists Orchestra Assoc | |||||||
| 1385 S Colorado Blvd Ste A722 | Denver | CO | 802223327 | PC | to provide a second round of COVID-19 relief | $8,000 | |
| Denver Young Artists Orchestra Assoc | |||||||
| 1385 S Colorado Blvd Ste A722 | Denver | CO | 802223327 | PC | to provide a second round of COVID-19 relief FBO the Alliance for Music Education Equity | $8,000 | |
| Denvers Art District on Santa Fe | |||||||
| 525 Santa Fe Dr | Denver | CO | 802045025 | PC | to support the Santa Fe Drive Small Business Relief Fund | $4,000 | |
| Downtown Denver Events Inc | |||||||
| 1515 Arapahoe St Tower 3 Ste 100 | Denver | CO | 802023150 | PC | to support a lunch time music series through paid performances by local musicians | $4,000 | |
| Fiesta Colorado Inc | |||||||
| 5 S Wadsworth Blvd | Lakewood | CO | 802261513 | PC | Inclusive Communities Grant | $5,000 | |
| Fiesta Colorado Inc | |||||||
| 5 S Wadsworth Blvd | Lakewood | CO | 802261513 | PC | to provide a second round of COVID-19 relief | $2,000 | |
| Filipino-American Community of Colorado | |||||||
| 1900 Harlan St | Lakewood | CO | 802141169 | PC | Inclusive Communities Grant | $5,000 | |
| Filipino-American Community of Colorado | |||||||
| 1900 Harlan St | Lakewood | CO | 802141169 | PC | to provide a second round of COVID-19 relief | $2,000 | |
| Flamenco Fantasy Dance Theatre Inc | |||||||
| 602 S Emerson St | Denver | CO | 802094339 | PC | Inclusive Communities Grant | $5,000 | |
| Flamenco Fantasy Dance Theatre Inc | |||||||
| 602 S Emerson St | Denver | CO | 802094339 | PC | to provide a second round of COVID-19 relief | $2,000 | |
| Friends of Chamber Music | |||||||
| 191 University Blvd Ste 974 | Denver | CO | 802064613 | PC | to support virtual content development | $20,000 | |
| Friends of Chamber Music | |||||||
| 191 University Blvd Ste 974 | Denver | CO | 802064613 | PC | to provide a second round of COVID-19 relief | $8,000 | |
| Grantmakers In The Arts | |||||||
| 522 Courtlandt Ave First Flr | Bronx | NY | 104515008 | PC | for general operating support | $10,000 | |
| Inside The Orchestra Inc | |||||||
| PO Box 6358 | Aurora | CO | 800450358 | PC | to support the Inside the Story project | $15,000 | |
| Inside The Orchestra Inc | |||||||
| PO Box 6358 | Aurora | CO | 800450358 | PC | to provide a second round of COVID-19 relief | $6,000 | |
| Latino Cultural Arts Center | |||||||
| 2645 W 7th Ave | Denver | CO | 802044112 | PC | Inclusive Communities Grant | $5,000 | |
| Latino Cultural Arts Center | |||||||
| 2645 W 7th Ave | Denver | CO | 802044112 | PC | to provide a second round of COVID-19 relief | $2,000 | |
| Leon Co | |||||||
| 1112 E 17th Ave | Denver | CO | 802181523 | PC | to support Leon Gallerys Annual performance series, Momentum | $4,000 | |
| Friends of Levitt Pavilion Denver | |||||||
| 1380 W Florida Ave | Denver | CO | 802233618 | PC | for general operating support | $25,000 | |
| Friends of Levitt Pavilion Denver | |||||||
| 1380 W Florida Ave | Denver | CO | 802233618 | PC | to provide a second round of COVID-19 relief | $10,000 | |
| Lighthouse Writers Workshop Inc | |||||||
| 1515 Race St | Denver | CO | 802061307 | PC | to support the Building a Home for the Literary Arts capital campaign | $250,000 | |
| Lighthouse Writers Workshop Inc | |||||||
| 1515 Race St | Denver | CO | 802061307 | PC | to provide a second round of COVID-19 relief | $10,000 | |
| Mexican Cultural Center | |||||||
| 5350 Leetsdale Drive Ste 200W | Denver | CO | 802461494 | PC | for general operating and to support the Latin Beats Program | $27,000 | |
| Mexican Cultural Center | |||||||
| 5350 Leetsdale Drive Ste 200W | Denver | CO | 802461494 | PC | to provide a second round of COVID-19 relief | $10,800 | |
| Mile High Freedom Band | |||||||
| 216 S Grant St | Denver | CO | 802091723 | PC | Inclusive Communities Grant | $5,000 | |
| Mile High Freedom Band | |||||||
| 216 S Grant St | Denver | CO | 802091723 | PC | to provide a second round of COVID-19 relief | $2,000 | |
| Mizel Center For Arts and Culture | |||||||
| 350 S Dahlia St | Denver | CO | 802468102 | PC | for general operating and additional COVID ($5,000) support | $20,000 | |
| Mizel Center For Arts and Culture | |||||||
| 350 S Dahlia St | Denver | CO | 802468102 | PC | to provide a second round of COVID-19 relief | $8,000 | |
| Museum of Contemporary Art - Denver | |||||||
| 1485 Delgany St | Denver | CO | 802021100 | PC | for general operating support | $60,000 | |
| Museum of Contemporary Art - Denver | |||||||
| 1485 Delgany St | Denver | CO | 802021100 | PC | to provide a second round of COVID-19 relief | $24,000 | |
| Newman Center for Performing Arts - University of Denver | |||||||
| 2199 S University Blvd | Denver | CO | 802104711 | PC | to support the Community Connections initiative | $25,000 | |
| Newman Center for Performing Arts - University of Denver | |||||||
| 2199 S University Blvd | Denver | CO | 802104711 | PC | to provide a second round of COVID-19 relief | $10,000 | |
| No Credits Productions | |||||||
| 4700 Walnut St | Boulder | CO | 803012538 | PC | to support Destination Freedom Black Radio Days | $10,000 | |
| No Credits Productions | |||||||
| 4700 Walnut St | Boulder | CO | 803012538 | PC | to provide a second round of COVID-19 relief | $4,000 | |
| Opera Colorado | |||||||
| 4121 S Navajo St Ste 100 | Englewood | CO | 801104479 | PC | for general operating support | $60,000 | |
| Opera Colorado | |||||||
| 4121 S Navajo St Ste 100 | Englewood | CO | 801104479 | PC | to provide a second round of COVID-19 relief | $24,000 | |
| Phamaly Theatre Company | |||||||
| 3532 Franklin St Ste T2 | Denver | CO | 802053961 | PC | for general operating (and $10,000 in addtional support for losses due to COVID-19) | $35,000 | |
| Phamaly Theatre Company | |||||||
| 3532 Franklin St Ste T2 | Denver | CO | 802053961 | PC | to provide a second round of COVID-19 relief | $14,000 | |
| Colorado Association of Funders | |||||||
| PO Box 48149 | Denver | CO | 802048149 | PC | to support the arts funders affinity group in calendar years 2020 and 2021 | $10,000 | |
| Platteforum | |||||||
| 2400 Curtis St | Denver | CO | 802052630 | PC | for general operating and additional COVID ($5,000) support | $25,000 | |
| Platteforum | |||||||
| 2400 Curtis St | Denver | CO | 802052630 | PC | to provide a second round of COVID-19 relief | $10,000 | |
| Radical Arts Acadmeny | |||||||
| 3533 N Marion Street | Denver | CO | 802181536 | PC | to support the Denver Does Denver program | $4,000 | |
| Rainbow Militia | |||||||
| PO Box 55 | Hartsdale | NY | 10530 | PC | for general operating support | $10,000 | |
| Rainbow Militia | |||||||
| PO Box 55 | Hartsdale | NY | 10530 | PC | to provide a second round of COVID-19 relief | $4,000 | |
| RedLine | |||||||
| 2350 Arapahoe St | Denver | CO | 802052613 | PC | for general operating support | $25,000 | |
| RedLine | |||||||
| 2350 Arapahoe St | Denver | CO | 802052613 | PC | to support the Arts in Society initiative | $200,000 | |
| RedLine | |||||||
| 2350 Arapahoe St | Denver | CO | 802052613 | PC | to provide a second round of COVID-19 relief | $10,000 | |
| Rino Gives Back | |||||||
| 3525 Walnut St 40 | Denver | CO | 80205 | PC | to support CRUSH Walls 2020 | $15,000 | |
| Rino Gives Back | |||||||
| 3525 Walnut St 40 | Denver | CO | 80205 | PC | to provide a second round of COVID-19 relief | $6,000 | |
| Rocky Mountain Arts Association | |||||||
| 700 Colorado Blvd No 325 | Denver | CO | 802064084 | PC | Inclusive Communities Grant | $5,000 | |
| Rocky Mountain Arts Association | |||||||
| 700 Colorado Blvd No 325 | Denver | CO | 802064084 | PC | to provide a second round of COVID-19 relief | $2,000 | |
| Rocky Mountain Public Media Inc | |||||||
| 2101 Arapahoe Street | Denver | CO | 80205 | PC | to help support the capital cost of a radio translator for THE DROP | $100,000 | |
| Rocky Mountain Public Media Inc | |||||||
| 2101 Arapahoe Street | Denver | CO | 80205 | PC | in capital funds to support a new performance studio within the Buell Public Media Center | $250,000 | |
| Rose Community Foundation | |||||||
| 600 S Cherry St Ste 1200 | Denver | CO | 802461712 | PC | to support the CPR/Denverite Initiative | $50,000 | |
| St Martins Chamber Choir | |||||||
| 2015 Glenarm Pl | Denver | CO | 802053121 | PC | for general operating and an additional $5,000 in COVID support | $15,000 | |
| St Martins Chamber Choir | |||||||
| 2015 Glenarm Pl | Denver | CO | 802053121 | PC | to provide a second round of COVID-19 relief | $6,000 | |
| State Historical Society Of Colorado The Colorado State Museum | |||||||
| 1200 Broadway | Denver | CO | 802032109 | PC | to support a community mural project and to honor Justice Ruth Bader Ginsburg | $4,000 | |
| State Historical Society Of Colorado The Colorado State Museum | |||||||
| 1200 Broadway | Denver | CO | 802032109 | PC | to support the Five Points Museum of Memory Project | $15,000 | |
| State Historical Society Of Colorado The Colorado State Museum | |||||||
| 1200 Broadway | Denver | CO | 802032109 | PC | to provide a second round of COVID-19 relief | $6,000 | |
| Stories On Stage | |||||||
| 2590 Walnut St Ste 8 | Boulder | CO | 803025700 | PC | for general operating support | $10,000 | |
| Stories On Stage | |||||||
| 2590 Walnut St Ste 8 | Boulder | CO | 803025700 | PC | to provide a second round of COVID-19 relief | $4,000 | |
| Su Teatro | |||||||
| 721 Santa Fe Dr | Denver | CO | 802044428 | PC | for general operating support | $35,000 | |
| Su Teatro | |||||||
| 721 Santa Fe Dr | Denver | CO | 802044428 | PC | to provide a second round of COVID-19 relief | $14,000 | |
| Swallow Hill Music Association | |||||||
| 71 E Yale Ave | Denver | CO | 802105736 | PC | for general operating support | $30,000 | |
| Swallow Hill Music Association | |||||||
| 71 E Yale Ave | Denver | CO | 802105736 | PC | to provide a second round of COVID-19 relief | $12,000 | |
| Tesoro Foundation | |||||||
| PO Box 569 | Morrison | CO | 804658731 | PC | Inclusive Communities Grant | $5,000 | |
| Tesoro Foundation | |||||||
| PO Box 569 | Morrison | CO | 804658731 | PC | to provide a second round of COVID-19 relief | $2,000 | |
| Tunas Mekar Incorporated | |||||||
| PO Box 12284 | Denver | CO | 802120284 | PC | Inclusive Communities Grant | $5,000 | |
| Tunas Mekar Incorporated | |||||||
| PO Box 12284 | Denver | CO | 802120284 | PC | to provide a second round of COVID-19 relief | $2,000 | |
| Union Hall | |||||||
| 1750 Wewatta St Ste 144 | Denver | CO | 802026703 | PC | to support the Rough Gems curatorial project | $10,000 | |
| Union Hall | |||||||
| 1750 Wewatta St Ste 144 | Denver | CO | 802026703 | PC | to provide a second round of COVID-19 relief | $4,000 | |
| University of Colorado | |||||||
| 1800 N Grant St Ste 400 | Denver | CO | 802031125 | PC | a collaborative project to design and implement a virtual artist walk of the R.No. neighborhoods | $25,000 | |
| University of Denver | |||||||
| 2199 S University Blvd | Denver | CO | 802104711 | PC | to support the Institute for Leaders in Development | $7,000 | |
| University of Denver | |||||||
| 2199 S University Blvd | Denver | CO | 802104711 | PC | to provide a second round of COVID-19 relief FBO Institute for Leaders in Development | $2,800 | |
| Vocal Coalition | |||||||
| 3533 N Marion Street | Denver | CO | 80205 | PC | for general operating support | $10,000 | |
| Vocal Coalition | |||||||
| 3533 N Marion Street | Denver | CO | 80205 | PC | to provide a second round of COVID-19 relief | $4,000 | |
| Wonderbound | |||||||
| 3824 Dahlia St | Denver | CO | 802071020 | PC | to support the Wonderbound Permanent Performance and Rehearsal Facility | $150,000 | |
| Wonderbound | |||||||
| 3824 Dahlia St | Denver | CO | 802071020 | PC | to assist with the impact of the COVID-19 pandemic | $30,000 | |
| Wonderbound | |||||||
| 3824 Dahlia St | Denver | CO | 802071020 | PC | for general operating support | $50,000 | |
| Wonderbound | |||||||
| 3824 Dahlia St | Denver | CO | 802071020 | PC | to provide a second round of COVID-19 relief | $20,000 | |
| Youth Employment Academy | |||||||
| PO Box 40305 | Denver | CO | 802040305 | PC | Inclusive Communities Grant | $5,000 | |
| Youth Employment Academy | |||||||
| PO Box 40305 | Denver | CO | 802040305 | PC | to provide a second round of COVID-19 relief | $2,000 | |
| Youth on Record | |||||||
| 1301 W 10th Ave | Denver | CO | 802043907 | PC | to provide a second round of COVID-19 relief | $4,000 | |
| Ara Cruz | |||||||
| 6885 W 91st Ct 23202 | Westminster | CO | 80021 | IDV | Livingston Fellowship for advanced professional development | $3,743 | None |
| EJD Enterprises LLC | |||||||
| 3434 East 43rd Ave | Denver | CO | 80216 | PC | 2020 Artist Award Recipient - Ed Dwight | $35,000 | |
| Marcela de la Mar | |||||||
| 3035 E Alameda Ave | Denver | CO | 80209 | IDV | 2020 Community Service in the Arts Award Recipient - Marcela de la Mar | $35,000 | |
| Curious Theatre Company | |||||||
| 1080 Acoma St | Denver | CO | 802044035 | PC | 2020 Community Service in the Arts Award Recipients - Susan and Jeremy Shamos | $15,000 | |
| Centus Counseling Consulting & Education | |||||||
| 2696 S Colorado Blvd | Denver | CO | 80222 | PC | 2020 Community Service in the Arts Award Recipients - Susan and Jeremy Shamos | $20,000 | |
| Catherine O'Neill Thorn | |||||||
| 34089 Lyttle Dowdle Dr | Golden | CO | 80403 | IDV | 2020 Arts and Society Award Recipient - Catherine O'Neill Thorn | $35,000 | None |
| Bienvenidos Food Bank | |||||||
| PO Box 11948 | Denver | CO | 80211 | PC | Employee Matching Gift Program | $150 | |
| Colorado Conservatory for the Jazz Arts | |||||||
| 4505 W 36th Ave | Denver | CO | 80212 | PC | Employee Matching Gift Program | $600 | |
| Colorado Nonprofit Development Center | |||||||
| 789 Sherman St Suite 250 | Denver | CO | 802033539 | PC | Employee Matching Gift Program | $1,500 | |
| Denver School of the Arts | |||||||
| 7111 Montview Blvd | Denver | CO | 80220 | PC | Employee Matching Gift Program | $500 | |
| Graland Country Day School | |||||||
| 55 Clermont St | Denver | CO | 80220 | PC | Employee Matching Gift Program | $500 | |
| RedLine | |||||||
| 2350 Arapahoe St | Denver | CO | 802052613 | PC | Employee Matching Gift Program | $250 | |
| Rocky Mountain Public Media Inc | |||||||
| 2101 Arapahoe St | Denver | CO | 80205 | PC | Employee Matching Gift Program | $100 | |
| Second Chance Center Inc | |||||||
| 9722 E 16th Ave | Aurora | CO | 800102275 | PC | Employee Matching Gift Program | $250 | |
| Special Olympics Colorado | |||||||
| 12450 E Arapahoe Rd Ste C | Centennial | CO | 80112 | PC | Employee Matching Gift Program | $100 | |
| The Denver Foundation | |||||||
| 1009 Grant Street | Denver | CO | 80203 | PC | Employee Matching Gift Program | $250 | |
| Union Hall | |||||||
| 1750 Wewatta St Ste 144 | Denver | CO | 802026703 | PC | Employee Matching Gift Program | $250 | |
| Wonderbound | |||||||
| 3824 Dahlia St | Denver | CO | 802071020 | PC | Employee Matching Gift Program | $200 | |
| Association of Fundraising Professionals | |||||||
| PO Box 24745 | Denver | CO | 80224 | PC | to provide Community Level sponsorship of 2020 National Philanthropy Day in Colorado | $500 | |
| Colorado Business Committee for the Arts | |||||||
| 789 Sherman St Ste 280 | Denver | CO | 802033529 | PC | Platinum Sponsor of the March 9, 2021 Business for the Arts Awards | $2,300 | |
| Asian Pacific Development Center Of Colorado | |||||||
| 1537 Alton St | Aurora | CO | 800101712 | PC | BIPOC Fellow-directed Organizational Grants | $10,000 | |
| Boulder Museum Of Contemporary Art | |||||||
| 1750 13th St | Boulder | CO | 803026226 | PC | BIPOC Fellow-directed Organizational Grants | $10,000 | |
| Center for African American Health | |||||||
| 3350 Hudson St | Denver | CO | 80207 | PC | BIPOC Fellow-directed Organizational Grants | $10,000 | |
| Chinook Fund | |||||||
| 1031 33rd St Ste 237 | Denver | CO | 802052770 | PC | BIPOC Fellow-directed Organizational Grants | $10,000 | |
| Cleo Parker Robinson Dance | |||||||
| 119 Park Ave West | Denver | CO | 802053209 | PC | BIPOC Fellow-directed Organizational Grants | $10,000 | |
| Colorado Dragon Boat Festival | |||||||
| 3000 Youngfield St Ste 140 | Wheat Ridge | CO | 802156545 | PC | BIPOC Fellow-directed Organizational Grants | $10,000 | |
| Colorado Latino Leadership Advocacy and Research Organization | |||||||
| PO Box 17932 | Denver | CO | 802170932 | PC | BIPOC Fellow-directed Organizational Grants | $5,000 | |
| Denver Indian Center Inc | |||||||
| 4407 Morrison Rd | Denver | CO | 802192464 | PC | BIPOC Fellow-directed Organizational Grants | $5,000 | |
| Denver Indian Family Resource Center | |||||||
| 1633 Fillmore St GL2 | Denver | CO | 802061514 | PC | BIPOC Fellow-directed Organizational Grants | $5,000 | |
| Djr Memorial Baseball Foundation | |||||||
| 7109 E 123rd PL | Thornton | CO | 806028043 | PC | BIPOC Fellow-directed Organizational Grants | $10,000 | |
| Girls Incorporated Of Metro Denver | |||||||
| 1499 Julian St | Denver | CO | 802041641 | PC | BIPOC Fellow-directed Organizational Grants | $10,000 | |
| La Raza Services Inc | |||||||
| 3131 W 14Th Ave | Denver | CO | 802042203 | PC | BIPOC Fellow-directed Organizational Grants | $10,000 | |
| Mental Health Center Of Denver | |||||||
| 4141 East Dickenson Pl | Denver | CO | 802226012 | PC | BIPOC Fellow-directed Organizational Grants | $10,000 | |
| Metropolitan State University Of Denver Foundation | |||||||
| PO Box 173362 | Denver | CO | 802173362 | PC | BIPOC Fellow-directed Organizational Grants | $10,000 | |
| Second Chance Center Inc | |||||||
| 9722 E 16th Ave | Aurora | CO | 800102275 | PC | BIPOC Fellow-directed Organizational Grants | $10,000 | |
| Second Chance Center Inc | |||||||
| 9722 E 16th Ave | Aurora | CO | 800102275 | PC | Livingston Fellowship to support the advanced professional development of Hassan Latif | $17,500 | |
| Street Fraternity Inc | |||||||
| 8720 E Colfax Ave 100 | Denver | CO | 802202234 | PC | Livingston Fellowship to support the advanced professional development of Yoal Kidane Ghebremeskel | $12,500 | |
| Street Fraternity Inc | |||||||
| 8720 E Colfax Ave 100 | Denver | CO | 802202234 | PC | BIPOC Fellow-directed Organizational Grants | $10,000 | |
| Su Teatro | |||||||
| 721 Santa Fe Dr | Denver | CO | 802044428 | PC | BIPOC Fellow-directed Organizational Grants | $10,000 | |
| United For A New Economy | |||||||
| 7190 Colorado Blvd 400 | Commerce City | CO | 800221837 | PC | BIPOC Fellow-directed Organizational Grants | $10,000 | |
| Valley-Wide Health Services Inc | |||||||
| 128 Market Street | Alamosa | CO | 811012290 | PC | BIPOC Fellow-directed Organizational Grants | $10,000 | |
| Victim Offender Reconciliation Program of Denver | |||||||
| 430 West 9th Ave | Denver | CO | 802044527 | PC | BIPOC Fellow-directed Organizational Grants | $10,000 | |
| Wayfaring Band Inc | |||||||
| 3327 Brighton Blvd | Denver | CO | 802165020 | PC | BIPOC Fellow-directed Organizational Grants | $5,000 | |
| West Community Economic Development Corporation | |||||||
| 4200 Morrison Rd Unit 3 | Denver | CO | 802192490 | PC | BIPOC Fellow-directed Organizational Grants | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,029,535 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Bennie L Williams Spiritual Voices | ||||||
| PO Box 100391 | Denver | CO | 802500391 | PC | Inclusive Communities grant | $5,000 |
| Harmony A Colorado Chorale | ||||||
| PO Box 13256 | Denver | CO | 802014656 | PC | Inclusive Communities grant | $5,000 |
| Boulder Museum Of Contemporary Art | ||||||
| 1750 13th St | Boulder | CO | 803026226 | PC | Johnston R. Livingston Fellowship award | $17,500 |
| Museo de las Americas | ||||||
| 861 Santa Fe Drive | Denver | CO | 802044344 | PC | Johnston R. Livingston Fellowship award | $17,500 |
| West Community Economic Development Corporation | ||||||
| 4200 Morrison Rd Unit 3 | Denver | CO | 802192490 | PC | Johnston R. Livingston Fellowship award | $17,500 |
| Prodigy Ventures | ||||||
| 3801 E 40th Ave | Denver | CO | 802053845 | PC | Johnston R. Livingston Fellowship award | $17,500 |
| Asian Pacific Development Center Of Colorado | ||||||
| 1537 Alton St | Aurora | CO | 800101712 | PC | Johnston R. Livingston Fellowship award | $12,500 |
| Street's Hope | ||||||
| PO Box 19416 | Denver | CO | 80219 | PC | Johnston R. Livingston Fellowship award | $12,500 |
| Denver Youth Program | ||||||
| 701 South Logan St Ste 109 | Denver | CO | 802094199 | PC | Johnston R. Livingston Fellowship award | $12,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $117,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $455,524 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,369 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $282,794 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $10,619 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,305,839 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $11,988 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,044,157 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,056,145 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Kundinger, Corder & Engle, P.C. | CategoryTxt |
| Amt | $22,500 | Amt |
| Net Investment Income | $4,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,000 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ara Cruz | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6885 W 91st Ct 23202 | AddressLine1Txt |
| City | Westminster | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2019-09-15 | GrantDt |
| Grant | $24,084 | GrantAmt |
| Purpose Of Grant | Johnston R. Livingston Fellowship to support the advanced professional development of Ara Cruz | PurposeOfGrantTxt |
| Expended By Grantee | $7,426 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | To the knowledge of the grantor, no funds have been diverted. | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 8/21/19, 4/12/21, final report due 12/15/21 | DatesOfReportsByGranteeTxt |
| Verification | 2021-06-30 | VerificationDt |
| Results Of Verification | As of June 30, 2021, Mr. Cruz is in compliance with the terms of engagement. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LeggMason Institutional Fund | $4,354,245 | $4,591,300 |
| PIMCO Short-Term Institutional | $3,966,276 | $3,958,490 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Wellington U.S. Research Fund | $7,389,077 | $10,657,975 |
| Vangard Dividend Growth Fund | $6,491,484 | $13,120,401 |
| Edgewood Growth Fund | $4,538,854 | $7,391,304 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (23 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Angelo Gordon Energy Credit Opp Fund | AT COST | $39,220 | $54,225 |
| Davidson Kempner Institutional Partners, LLC | AT COST | $5,245,357 | $5,695,922 |
| Highclere International Investors | AT COST | $4,089,519 | $5,072,106 |
| Indus Asia Pacific Fund | AT COST | $149,499 | $67,062 |
| Maverick Fund | AT COST | $1,942,004 | $6,107,480 |
| Newport Asia Institutional Fund | AT COST | $3,444,801 | $6,090,680 |
| Samlyn Offshore Ltd | AT COST | $1,500,000 | $2,600,457 |
| Select Equity Offshore Ltd | AT COST | $1,800,000 | $4,017,466 |
| Wellington International Growth | AT COST | $5,131,460 | $6,346,460 |
| Canyon Value Realization Fund | AT COST | $1,686,930 | $2,966,722 |
| Lexington Middle Market III | AT COST | $225,243 | $595,925 |
| Canyon Distressed Opportunities Fund II | AT COST | $212,975 | $330,754 |
| Farallon Capital Institutional Partners | AT COST | $4,098,631 | $4,674,189 |
| Och Ziff Overseas Fund | AT COST | $1 | $12,400 |
| GQG | AT COST | $4,047,259 | $6,687,675 |
| Crestview IV | AT COST | $329,314 | $436,845 |
| Farallon Special Situations Fund | AT COST | $707,809 | $855,302 |
| Golub Capital Partners XII | AT COST | $544,380 | $618,869 |
| Owl Rock First Lien Fund | AT COST | $779,124 | $868,130 |
| Coatue Offshore Fund | AT COST | $2,400,000 | $4,027,784 |
| Canyon Distressed Opportunities Fund III | AT COST | $500,000 | $580,220 |
| Lexington Capital Partners IX | AT COST | $287,393 | $519,483 |
| Graham Partners V | AT COST | $120,941 | $277,452 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Office condos | $211,500 | $156,295 | $55,205 | $55,205 |
| Furniture and equipment | $239,643 | $161,064 | $78,579 | $78,579 |
| Computer equipment | $23,200 | $23,200 | $0 | |
| Leasehold Improvements | $149,057 | $18,632 | $130,425 | $130,425 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tuthill & Hughes | CategoryTxt |
| Legal Fees | $2,271 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,271 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Fine art and deposits | $40,526 | $62,660 | $62,660 |
| Property development costs | $150 | $150 | $150 |
| Defferred compensation fund | $141,662 | $186,079 | $186,079 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Assessments and dues | $35,099 | $0 | $35,099 |
| Trustee expense | $2,955 | $0 | $2,955 |
| Awards luncheon | $16,960 | $0 | $16,960 |
| Maintenance and repairs | $20,266 | $0 | $20,266 |
| Insurance | $9,292 | $0 | $9,292 |
| Livingston Fellows expenses | $37,606 | $0 | $37,606 |
| Other direct program expenses | $106,561 | $0 | $106,561 |
| Office expense and misc. | $50,039 | $0 | $50,039 |
| Utilities | $5,750 | $0 | $5,750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Income from pass-through entities | $282,794 | $282,794 | $282,794 |
| Income reported on Form 990-T | $1,369 | $0 | $1,369 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deferred compensation fund | Desc |
| BOY Book Value | $141,662 | BOYBookValueAmt |
| EOY Book Value | $186,079 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Monticello and Associates | $56,250 | $56,250 | $0 |
| Steven Godeke | $60,000 | $60,000 | $0 |
| Colorado Media Network | $31,375 | $0 | $31,375 |
| The Gemini Group | $41,925 | $0 | $41,925 |
| Avanza Business Group, LLC | $5,500 | $0 | $5,500 |
| CS AdvoCare, Inc. | $280 | $0 | $280 |
| Projection Digital | $11,500 | $0 | $11,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Excise tax | $25,750 | $0 | $0 |
| Income tax | $256 | $0 | $0 |