BONFILS-STANTON FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BONFILS-STANTON FOUNDATION (EIN 84-6029014)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-10-21
- IRS object ID
- 202032959349100008
- Schema version
- 2019v5.1
- 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 | 2020-10-21T15:12:23-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | 2019-07-01 | 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 | 2020-10-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Laurie Anderson | PreparerPersonNm |
| PTIN | P01416697 | PTIN |
| Phone | 3035345953 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.164.244.82 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-21 | IPDt |
| IP Tm | 14:11:40 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4C6F90D5B18D9A11C6848E517D2975E4AD7741AE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4C6F90D5B18D9A11C6848E517D2975E4AD7741AE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $82,660,886 | 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 | $429,726 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $429,726 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,110,569 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $4,093,237 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $797,026 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $807,490 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,337,321 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,330,453 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $358,937 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $44,597 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $314,340 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $187,501 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $5,077 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $182,424 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $156,463 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $13,366 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $143,097 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,626 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,626 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,360 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $17,440 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $188,700 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $75,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $113,700 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $61,326 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $36,438 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $81,684 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $81,684 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $233,159 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $233,159 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,336,634 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $142,400 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,096,470 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,960,548 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,961,937 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,297,182 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $142,400 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,058,407 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $40,139 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,188,053 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $200 | CashBOYAmt |
| Cash EOY | $293 | CashEOYAmt |
| Cash EOYFMV | $293 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $768,374 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $922,339 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $922,339 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,000,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $1,000,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,000,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,000,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $18,982,165 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,466,255 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,778,496 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,628,018 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,076,874 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,381,081 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $43,563,366 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $42,285,978 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $48,586,959 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,439,872 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $630,492 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $601,246 | LandBOYAmt |
| Land EOY | $809,380 | LandEOYAmt |
| Land EOYFMV | $809,380 | LandEOYFMVAmt |
| Other Assets BOY | $138,067 | OtherAssetsBOYAmt |
| Other Assets EOY | $182,338 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $182,338 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $69,681,436 | TotalAssetsBOYAmt |
| Total Assets EOY | $69,743,457 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $82,660,886 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,453 | AccountsPayableBOYAmt |
| Other Liabilities BOY | $116,327 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $141,662 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $119,780 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $141,662 | 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 | $69,561,656 | RetainedEarningBOYAmt |
| Retained Earning EOY | $69,601,795 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $69,561,656 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $69,601,795 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $69,681,436 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $69,743,457 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $69,561,656 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $40,139 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $69,601,795 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $69,601,795 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|
| Davidson Kempner | P | $312,361 | $312,361 | ||
| Incline Global | P | $198,827 | $198,827 | ||
| Indus Asia | P | $596,501 | $596,501 | ||
| Longleaf | P | -$118,506 | -$118,506 | ||
| Pimco | P | -$22,201 | -$22,201 | ||
| Sanderson | P | -$267,032 | -$267,032 | ||
| Vanguard Dividend Growth Fund | P | $2,526,191 | $2,526,191 | ||
| Wellington Trust Fund | P | $460,576 | $460,576 | ||
| Edgewood Growth Fund | P | $3,000 | $3,000 | ||
| Farallon | P | $141,186 | $141,186 | ||
| GQG Partners Emerging Markets Equity Fund | P | -$102,324 | -$102,324 | ||
| Highclere | P | $41,220 | $41,220 | ||
| Legg Mason | P | $55,121 | $55,121 | ||
| Lexington Middle Market Investors III | P | $58,516 | $58,516 | ||
| Newport Asia | P | $124,586 | $124,586 | ||
| Och Ziff Overseas Fund | P | $102,547 | $102,547 | ||
| Less UBTI gain reported on 990T | P | -$17,332 | -$17,332 | 2020-06-30 | 2020-06-30 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,093,237 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,418,411 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $80,672,455 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042374 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,380,626 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $83,710,099 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052331 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,001,130 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $78,376,800 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051050 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,809,638 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $77,218,584 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049336 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,521,468 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $81,441,116 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055518 | DistributionYr5Rt |
| Total Distribution | 0.250609 | TotalDistributionRt |
| Average Distribution | 0.050122 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $80,600,474 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,039,857 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $51,881 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,091,738 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,302,979 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $51,881 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $51,881 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $51,881 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $52,775 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $52,775 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $894 | OverpaymentAmt |
| Applied To ES Tax | $894 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | bonfils-stanton.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 (12 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 | $62,972 | $0 |
| Ann Hovland | ||||||||
| 1033 Santa Fe Drive | Denver | CO | 80204 | CFO/Treasurer/Secretary | 28.00 | $103,080 | $21,108 | $0 |
| Harold R Logan Jr | ||||||||
| 1033 Santa Fe Drive | Denver | CO | 80204 | Chairman | 2.00 | $1,000 | $0 | $0 |
| Deborah Jordy | ||||||||
| 1033 Santa Fe Drive | Denver | CO | 80204 | Trustee | 2.00 | $750 | $0 | $0 |
| Maruca Salazar | ||||||||
| 1033 Santa Fe Drive | Denver | CO | 80204 | Trustee | 2.00 | $250 | $0 | $0 |
| Elaine Mariner | ||||||||
| 1033 Santa Fe Drive | Denver | CO | 80204 | Trustee | 2.00 | $0 | $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 | Trustee | 2.00 | $1,000 | $0 | $0 |
| Nita Mosby Tyler PhD | ||||||||
| 1033 Santa Fe Drive | Denver | CO | 80204 | Trustee | 2.00 | $750 | $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 | Trustee | 2.00 | $1,000 | $0 | $0 |
| Mike Yankovich | ||||||||
| 1033 Santa Fe Drive | Denver | CO | 80204 | Trustee | 2.00 | $750 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 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 | 24.00 | $81,142 | $17,411 | $0 |
| Monique M Loseke | ||||||||
| 1033 Santa Fe Drive | Denver | CO | 80204 | Executive Assistant | 40.00 | $78,927 | $17,899 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Monticello Associates | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 Larimer Street Suite 2100 | AddressLine1Txt |
| City | Denver | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Asset Management | ServiceTypeTxt |
| Compensation | $75,000 | CompensationAmt |
| 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $80,800,372 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,027,520 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $81,827,892 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $81,827,892 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,227,418 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $80,600,474 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,030,024 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,030,024 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $51,881 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $256 | IncomeTaxAmt |
| Total Tax | $52,137 | TotalTaxAmt |
| Distributable Before Adj | $3,977,887 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,389 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,979,276 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,979,276 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,058,407 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $244,572 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $5,302,979 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $51,881 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,251,098 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,979,276 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $322,247 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $289,154 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $611,401 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,302,979 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,979,276 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,323,703 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,935,104 | 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 | $1,935,104 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $322,247 | ExcessFromYear3Amt |
| Excess From Year2 | $289,154 | ExcessFromYear2Amt |
| Excess From Current Year | $1,323,703 | 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 (156 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Access Gallery | ||||||||
| 909 Santa Fe Drive | Denver | CO | 80204 | N/A | pc | DEI Opportunity Grant | $5,000 | |
| Art Students League of Denver | ||||||||
| 200 Grant St | Denver | CO | 802034020 | N/A | pc | Diversity in the Arts Internship Program | $35,000 | |
| Art Students League of Denver | ||||||||
| 200 Grant St | Denver | CO | 802034020 | N/A | pc | for general operating support | $25,000 | |
| Art Students League of Denver | ||||||||
| 200 Grant St | Denver | CO | 802034020 | N/A | pc | COVID-19 Emergency Response Grant | $2,500 | |
| Athena Project | ||||||||
| 5761 S Youngfield St | Littleton | CO | 801275210 | N/A | pc | to support monthly mobile art events through the #ArtFindsUs initiative | $10,000 | |
| Athena Project | ||||||||
| 5761 S Youngfield St | Littleton | CO | 801275210 | N/A | pc | COVID-19 Emergency Response Grant | $1,000 | |
| Augustana Arts | ||||||||
| 5000 E Alameda Avenue | Denver | CO | 802468104 | N/A | pc | to support Stratus Chamber Orchestra's 2019-2020 Season and the Splash into Arts summer series | $15,000 | |
| Augustana Arts | ||||||||
| 5000 E Alameda Avenue | Denver | CO | 802468104 | N/A | pc | COVID-19 Emergency Response Grant | $1,500 | |
| Baroque Chamber Orchestra of Colorado | ||||||||
| PO Box 200098 | Denver | CO | 802200098 | N/A | pc | for general operating support | $15,000 | |
| Baroque Chamber Orchestra of Colorado | ||||||||
| PO Box 200098 | Denver | CO | 802200098 | N/A | pc | COVID-19 Emergency Response Grant | $1,500 | |
| Bennie L Williams Spiritual Voices | ||||||||
| Po Box 100391 | Denver | CO | 802500391 | N/A | pc | DEI Opportunity Grant | $5,000 | |
| Black American West Museum & Heritage Center Inc | ||||||||
| 3091 California Street | Denver | CO | 80205 | N/A | pc | DEI Opportunity Grant | $5,000 | |
| Buntport Theater Company | ||||||||
| 717 Lipan Street | Denver | CO | 802044442 | N/A | pc | COVID-19 Emergency Response Grant | $2,000 | |
| Buntport Theater Company | ||||||||
| 717 Lipan Street | Denver | CO | 802044442 | N/A | pc | for general operating support | $20,000 | |
| Central City Opera House Association | ||||||||
| PO Box 1212 | Wheat Ridge | CO | 80034 | N/A | pc | COVID-19 Emergency Response Grant | $6,000 | |
| Central City Opera House Association | ||||||||
| PO Box 1212 | Wheat Ridge | CO | 80034 | N/A | pc | for general operating support | $75,000 | |
| Chicano Humanities and Arts Council | ||||||||
| 772 Santa Fe Drive | Denver | CO | 80204 | N/A | pc | DEI Opportunity Grant | $5,000 | |
| Cleo Parker Robinson Dance Theatre | ||||||||
| 119 Park Ave West | Denver | CO | 802053209 | N/A | pc | to support the Campaign for the Future | $150,000 | |
| Cleo Parker Robinson Dance Theatre | ||||||||
| 119 Park Ave West | Denver | CO | 802053209 | N/A | pc | for general operating support | $50,000 | |
| Cleo Parker Robinson Dance Theatre | ||||||||
| 119 Park Ave West | Denver | CO | 802053209 | N/A | pc | to support the Dance/USA Virtual Conference | $10,000 | |
| Cleo Parker Robinson Dance Theatre | ||||||||
| 119 Park Ave West | Denver | CO | 802053209 | N/A | pc | COVID-19 Emergency Response Grant | $5,000 | |
| Cleo Parker Robinson Dance Theatre (fiscal sponsor Run & Shout Film Work) | ||||||||
| 119 Park Ave West | Denver | CO | 802053209 | N/A | pc | to support the 2020 African American Film Festival: The Color of Conversation | $4,000 | |
| Colorado Ballet | ||||||||
| 1075 Santa Fe Dr | Denver | CO | 802043950 | N/A | pc | for general operating support | $60,000 | |
| Colorado Ballet | ||||||||
| 1075 Santa Fe Dr | Denver | CO | 802043950 | N/A | pc | COVID-19 Emergency Response Grant | $6,000 | |
| Colorado Celebration of African American Arts and Culture | ||||||||
| PO Box 300577 | Denver | CO | 802030577 | N/A | pc | DEI Opportunity Grant | $5,000 | |
| Colorado Children's Chorale | ||||||||
| 2420 West 26th Avenue Suite 350-D | Denver | CO | 802115362 | N/A | pc | for general operating support | $40,000 | |
| Colorado Children's Chorale | ||||||||
| 2420 West 26th Avenue Suite 350-D | Denver | CO | 802115362 | N/A | pc | COVID-19 Emergency Response Grant | $4,000 | |
| Colorado Dragon Boat Festival | ||||||||
| 3000 Youngfield Street Suite 140 | Wheat Ridge | CO | 802156564 | N/A | pc | DEI Opportunity Grant | $5,000 | |
| Colorado Fine Arts Association | ||||||||
| 13924 Pinehurst Cir | Broomfield | CO | 800234551 | N/A | pc | DEI Oppotunity Grant | $5,000 | |
| Colorado Korean Chorus | ||||||||
| 8973 E Cedar Hill Place | Lone Tree | CO | 80124 | N/A | pc | DEI Opportunity Grant | $5,000 | |
| Rose Community Foundation | ||||||||
| 600 S Cherry St Ste 1200 | Denver | CO | 802461712 | N/A | pc | To support the CPR/Denverite Initiative | $50,000 | |
| Colorado Nonprofit Association | ||||||||
| 789 Sherman Street Suite 240 | Denver | CO | 802033553 | N/A | pc | to build the capacity of nonprofit leaders in the arts through professional development opportunities tailored for the unique needs of arts organizations | $20,000 | |
| Colorado Photographic Arts Center | ||||||||
| 1070 Bannock St Suite 75 | Denver | CO | 802044058 | N/A | pc | for general operating support | $15,000 | |
| Colorado Photographic Arts Center | ||||||||
| 1070 Bannock St Suite 75 | Denver | CO | 802044058 | N/A | pc | COVID-19 Emergency Response Grant | $1,500 | |
| Colorado Symphony Association | ||||||||
| Boettcher Concert Hall 1000 14th | Denver | CO | 802022333 | N/A | pc | for general operating support | $100,000 | Street 15 |
| Colorado Symphony Association | ||||||||
| Boettcher Concert Hall 1000 14th | Denver | CO | 802022333 | N/A | pc | COVID-19 Emergency Response Grant | $6,000 | Street 15 |
| Community-Minded Dance | ||||||||
| 6445 E Ohio Ave Ste 150 | Denver | CO | 802241458 | N/A | pc | general operating support | $10,000 | |
| Community-Minded Dance | ||||||||
| 6445 E Ohio Ave Ste 150 | Denver | CO | 802241458 | N/A | pc | COVID-19 Emergency Response Grant | $1,000 | |
| Control Group Productions | ||||||||
| 1801 Brentwood Street | Lakewood | CO | 802145923 | N/A | pc | to support THE END an immersive performance bus tour of Denver | $10,000 | |
| Control Group Productions | ||||||||
| 1801 Brentwood Street | Lakewood | CO | 802145923 | N/A | pc | COVID-19 Emergency Response Grant | $1,000 | |
| Curious Theatre Company | ||||||||
| 1080 Acoma St | Denver | CO | 802044035 | N/A | pc | for general operating support | $45,000 | |
| Curious Theatre Company | ||||||||
| 1080 Acoma St | Denver | CO | 802044035 | N/A | pc | COVID-19 Emergency Response Grant | $4,500 | |
| Denver Architectural Foundation | ||||||||
| 3264 Larimer Street Suite D | Denver | CO | 802053980 | N/A | pc | for general operating support | $15,000 | |
| Denver Architectural Foundation | ||||||||
| 3264 Larimer Street Suite D | Denver | CO | 802053980 | N/A | pc | COVID-19 Emergency Response Grant | $1,500 | |
| Denver Biennial of the Americas | ||||||||
| 1550 Wewatta Street Suite 950 | Denver | CO | 802026299 | N/A | pc | COVID-19 Emergency Response Grant | $5,000 | |
| Denver Biennial of the Americas | ||||||||
| 1550 Wewatta Street Suite 950 | Denver | CO | 802026299 | N/A | pc | to support Denver-Portal | $15,000 | |
| Denver Botanic Gardens | ||||||||
| 909 York Street | Denver | CO | 802063751 | N/A | pc | to support the Bonfils-Stanton Lecture Series | $50,000 | |
| Denver Botanic Gardens | ||||||||
| 909 York Street | Denver | CO | 802063751 | N/A | pc | COVID Emergency Response Grants | $5,000 | |
| Denver Digerati | ||||||||
| 3500 Rockmont Dr | Denver | CO | 802021070 | N/A | pc | COVID-19 Emergency Response Grant | $1,500 | |
| Denver Digerati | ||||||||
| 3500 Rockmont Dr | Denver | CO | 802021070 | N/A | pc | To support the Supernova Digital Animation Festival | $15,000 | |
| Denver Film Society | ||||||||
| 1510 York St 3rd Floor | Denver | CO | 802061430 | N/A | pc | to support the Mini-Festivals and Denver Film Festival Mini-Festival Sidebars | $25,000 | |
| Denver Film Society | ||||||||
| 1510 York St 3rd Floor | Denver | CO | 802061430 | N/A | pc | COVID-19 Emergency Response Grant | $2,500 | |
| Denver March Powwow Inc | ||||||||
| PO Box 19178 | Denver | CO | 802190178 | N/A | pc | DEI Opportunity Grant | $5,000 | |
| Denver Young Artists Orchestra | ||||||||
| 1385 S Colorado Blvd Ste A722 | Denver | CO | 802223327 | N/A | pc | COVID-19 Emergency Response Grant | $2,000 | |
| Denver Young Artists Orchestra | ||||||||
| 1385 S Colorado Blvd Ste A722 | Denver | CO | 802223327 | N/A | pc | for general operating support | $20,000 | |
| Fiesta Colorado Inc | ||||||||
| 9536 Rustling Pines Trail | Morrison | CO | 80465 | N/A | pc | DEI Opportunity Grant | $5,000 | |
| Filipino-American Community of Colorado | ||||||||
| 1900 Harlan St | Lakewood | CO | 802141169 | N/A | pc | DEI Opportunity Grant | $5,000 | |
| Flamenco Fantasy Dance Theatre Inc | ||||||||
| 602 S Emerson St | Denver | CO | 802094339 | N/A | pc | DEI Opportunity Grant | $5,000 | |
| Fractured Atlas (fiscal sponsor for Rainbow Militia) | ||||||||
| PO Box 55 | Hartsdale | NY | 10530 | N/A | pc | COVID-19 Emergency Response Grant | $1,300 | |
| Fractured Atlas (fiscal sponsor for Rainbow Militia) | ||||||||
| PO Box 55 | Hartsdale | NY | 10530 | N/A | pc | to support The Rainbow Militia Traveling Wagon | $10,000 | |
| Friends of Chamber Music | ||||||||
| 191 University Blvd Ste 974 | Denver | CO | 802064613 | N/A | pc | to support Audience Development and Educational Outreach Programs | $20,000 | |
| Friends of Chamber Music | ||||||||
| 191 University Blvd Ste 974 | Denver | CO | 802064613 | N/A | pc | COVID-19 Emergency Response Grant | $2,000 | |
| Grantmakers in the Arts | ||||||||
| 522 Courtland Ave | Bronx | NY | 104515008 | N/A | pc | for general operating support | $10,000 | |
| Harmony A Colorado Chorale | ||||||||
| Po Box 13256 | Denver | CO | 802014656 | N/A | pc | DEI Opportunity Grant | $5,000 | |
| KGNU (fiscal sponsor for No Credits Productions) | ||||||||
| 4700 Walnut St | Boulder | CO | 803012538 | N/A | pc | to support the Destination Freedom series | $10,000 | |
| KGNU (fiscal sponsor for No Credits Productions) | ||||||||
| 4700 Walnut St | Boulder | CO | 803012538 | N/A | pc | COVID-19 Emergency Response Grant | $1,000 | |
| Latino Cultural Arts Center | ||||||||
| 2645 W 7Th Ave | Denver | CO | 802044112 | N/A | pc | DEI Opportunity Grant | $5,000 | |
| Levitt Pavilion Denver | ||||||||
| 1380 W Florida Ave | Denver | CO | 802233618 | N/A | pc | for general operating support | $15,000 | |
| Levitt Pavilion Denver | ||||||||
| 1380 W Florida Ave | Denver | CO | 802233618 | N/A | pc | COVID-19 Emergency Response Grant | $1,500 | |
| Lighthouse Writers Workshop Inc | ||||||||
| 1515 Race Street | Denver | CO | 802061307 | N/A | pc | to support Story Fest Denver | $25,000 | |
| Lighthouse Writers Workshop Inc | ||||||||
| 1515 Race Street | Denver | CO | 802061307 | N/A | pc | COVID-19 Emergency Reponse Grant | $2,500 | |
| Mexican Cultural Center | ||||||||
| 5350 Leetsdale Drive Suite 200W | Denver | CO | 80246 | N/A | pc | COVID-19 Emergency Response Grant | $2,500 | |
| Mile High Freedom Bands | ||||||||
| 216 S Grant St | Denver | CO | 802091723 | N/A | pc | DEI Opportunity Grant | $5,000 | |
| Mile High United Way (fiscal sponsor for Community ACTS Fund) | ||||||||
| 711 Park Avenue West | Denver | CO | 80205 | N/A | pc | to support the Community ACTS Fund's cohort training series | $50,000 | |
| Mizel Arts and Culture Center | ||||||||
| 350 S Dahlia St | Denver | CO | 802468102 | N/A | pc | to support the 2019 JAAMM Festival and the Reimagining feasibility study | $25,000 | |
| Mizel Arts and Culture Center | ||||||||
| 350 S Dahlia St | Denver | CO | 802468102 | N/A | pc | COVID-19 Emergency Response Grant | $1,500 | |
| Museo de las Americas | ||||||||
| 861 Santa Fe Drive | Denver | CO | 802044344 | N/A | pc | COVID-19 Emergency Response Grant | $4,500 | |
| Museo de las Americas | ||||||||
| 861 Santa Fe Drive | Denver | CO | 802044344 | N/A | pc | for general operating support | $35,000 | |
| Museum of Contemporary Art Denver | ||||||||
| 1485 Delgany Street | Denver | CO | 80202 | N/A | pc | for general operating support | $100,000 | |
| Museum of Contemporary Art Denver | ||||||||
| 1485 Delgany Street | Denver | CO | 80202 | N/A | pc | COVID-19 Emergency Response Grant | $6,000 | |
| Opera Colorado | ||||||||
| 4121 S Navajo St Ste 100 | Englewood | CO | 801104479 | N/A | pc | for general operating support | $65,000 | |
| Opera Colorado | ||||||||
| 4121 S Navajo St Ste 100 | Englewood | CO | 801104479 | N/A | pc | COVID-19 Emergency Response Grant | $6,000 | |
| Phamaly Theatre Company | ||||||||
| 3532 Franklin St Suite T2 | Denver | CO | 80205 | N/A | pc | for general operating support | $25,000 | |
| Phamaly Theatre Company | ||||||||
| 3532 Franklin St Suite T2 | Denver | CO | 80205 | N/A | pc | COVID-19 Emergency Response Grant | $2,500 | |
| PlatteForum | ||||||||
| 2400 Curtis St | Denver | CO | 802052630 | N/A | pc | for general operating support | $20,000 | |
| PlatteForum | ||||||||
| 2400 Curtis St | Denver | CO | 802052630 | N/A | pc | COVID-19 Emergency Response Fund | $2,000 | |
| PlatteForum (fiscal sponsor for CRUSH Walls) | ||||||||
| 2400 Curtis St | Denver | CO | 802052630 | N/A | pc | to support 2019 CRUSH Walls | $15,000 | |
| PlatteForum (fiscal sponsor for CRUSH Walls) | ||||||||
| 2400 Curtis St | Denver | CO | 802052630 | N/A | pc | COVID-19 Emergency Response Fund | $1,500 | |
| RedLine | ||||||||
| 2350 Arapahoe St | Denver | CO | 802052613 | N/A | pc | for general operating support | $25,000 | |
| RedLine | ||||||||
| 2350 Arapahoe St | Denver | CO | 802052613 | N/A | pc | COVID-19 Emergency Response Grant | $2,500 | |
| RedLine | ||||||||
| 2350 Arapahoe St | Denver | CO | 802052613 | N/A | pc | to support the Arts in Society initiative | $200,000 | |
| RedLine (fiscal sponsor for Anti-Racist Club) | ||||||||
| 2350 Arapahoe St | Denver | CO | 802052613 | N/A | pc | to support the Anti-Racist Club's Re-Imagining Safety project in Denver | $4,000 | |
| Rocky Mountain Arts Association | ||||||||
| 700 Colorado Blvd No 325 | Denver | CO | 802064084 | N/A | pc | DEI Opportunity Grant | $5,000 | |
| Rocky Mountain Public Media | ||||||||
| 1089 Bannock St | Denver | CO | 802044036 | N/A | pc | capital grant to support a new Kuvo performance studio within the Buell Public Media Center | $250,000 | |
| St Martin's Chamber Choir | ||||||||
| 2015 Glenarm Place | Denver | CO | 802053121 | N/A | pc | for general operating support | $10,000 | |
| St Martin's Chamber Choir | ||||||||
| 2015 Glenarm Place | Denver | CO | 802053121 | N/A | pc | COVID-19 Emergency Response Grant | $1,000 | |
| Stories on Stage | ||||||||
| 2590 Walnut St Ste 8 | Boulder | CO | 803025700 | N/A | pc | for general operating support | $10,000 | |
| Stories on Stage | ||||||||
| 2590 Walnut St Ste 8 | Boulder | CO | 803025700 | N/A | pc | COVID-19 Emergency Response Grant | $1,000 | |
| Su Teatro | ||||||||
| 721 Santa Fe Dr | Denver | CO | 802044428 | N/A | pc | for general operating support | $35,000 | |
| Su Teatro | ||||||||
| 721 Santa Fe Dr | Denver | CO | 802044428 | N/A | pc | COVID-19 Emergency Response Grant | $3,500 | |
| Swallow Hill Music Association | ||||||||
| 71 East Yale Ave | Denver | CO | 802105736 | N/A | pc | for general operating support | $30,000 | |
| Swallow Hill Music Association | ||||||||
| 71 East Yale Ave | Denver | CO | 802105736 | N/A | pc | COVID-10 Emergency Response Grant | $3,000 | |
| Tesoro Cultural Center | ||||||||
| 19192 Highway 8 | Morrison | CO | 804658731 | N/A | pc | DEI Opportunity Grant | $5,000 | |
| The Children's Museum of Denver | ||||||||
| 2121 Childrens Museum Dr | Denver | CO | 802115221 | N/A | pc | COVID-19 Emergency Response Grant | $3,000 | |
| The Children's Museum of Denver | ||||||||
| 2121 Childrens Museum Dr | Denver | CO | 802115221 | N/A | pc | to support arts engagement and education programming | $30,000 | |
| The Denver Art Museum | ||||||||
| 100 West 14th Avenue Parkway | Denver | CO | 802042713 | N/A | pc | to support Vision 2021: North Building Renovation | $350,000 | |
| The Denver Brass Inc | ||||||||
| 2253 N Downing St | Denver | CO | 802055234 | N/A | pc | for general operating support | $15,000 | |
| The Denver Brass Inc | ||||||||
| 2253 N Downing St | Denver | CO | 802055234 | N/A | pc | COVID-19 Emergency Response Grant | $1,500 | |
| The Denver Foundation | ||||||||
| 55 Madison Street 8th Floor | Denver | CO | 802065419 | N/A | pc | for the COVID-19 Arts & Culture Relief Fund | $1,000,000 | |
| The HadaNou Collective (fiscal sponsor for Vocal Coalition) | ||||||||
| 3533 N Marion Street | Denver | CO | 80205 | N/A | pc | to support the work of Vocal Coalition | $10,000 | |
| The HadaNou Collective (fiscal sponsor for Vocal Coalition) | ||||||||
| 3533 N Marion Street | Denver | CO | 80205 | N/A | pc | COVID-19 Emergency Response Grant fbo Vocal Coalition | $1,000 | |
| Tunas Mekar Inc | ||||||||
| Po Box 12284 | Denver | CO | 802120284 | N/A | pc | DEI Opportunity Grant | $5,000 | |
| University of Denver | ||||||||
| 2199 S University Blvd | Denver | CO | 802104711 | N/A | pc | Newman Center Community Connections Initiative | $25,000 | |
| University of Denver | ||||||||
| 2199 S University Blvd | Denver | CO | 802104711 | N/A | pc | COVID-19 Emergency Response Grant | $2,500 | |
| University of Denver | ||||||||
| 2199 S University Blvd | Denver | CO | 802104711 | N/A | pc | to support Institute for Leaders in Development | $7,000 | |
| Warm Cookies of the Revolution | ||||||||
| 576 Gilpin Street | Denver | CO | 80218 | N/A | pc | to support the "Virtual Gift Basket" project | $4,000 | |
| West Community Economic Development Corp (BuCu West)(fiscal sponsor for D3 | ||||||||
| 4200 Morrison Rd Unit 3 | Denver | CO | 80219 | N/A | pc | to develop a business plan for D3 Arts to inform its trajectory as an independent 501c3 | $4,000 | |
| Wonderbound | ||||||||
| 2535 East 40th Avenue | Denver | CO | 802053601 | N/A | pc | capital grant for a permanent performance and rehearsal facility | $150,000 | |
| Wonderbound | ||||||||
| 2535 East 40th Avenue | Denver | CO | 802053601 | N/A | pc | for general operating support | $60,000 | |
| Wonderbound | ||||||||
| 2535 East 40th Avenue | Denver | CO | 802053601 | N/A | pc | COVID-19 Emergency Response Grant | $6,000 | |
| Youth Employment Academy | ||||||||
| Po Box 40305 | Denver | CO | 802040305 | N/A | pc | DEI Opportunity Grant | $5,000 | |
| Youth on Record | ||||||||
| 1301 W 10th Ave | Denver | CO | 80204 | N/A | pc | COVID-19 Emergency Response Grant | $1,000 | |
| Youth on Record | ||||||||
| 1301 W 10th Ave | Denver | CO | 80204 | N/A | pc | unrestricted support | $10,000 | |
| Black Cube | ||||||||
| 18 Inverness Place East | Englewood | CO | 801125622 | N/A | POF | COVID-19 Emergency Response Grant | $1,000 | |
| Ara Cruz | ||||||||
| 6885 W 91st Ct 23202 | Westminster | CO | 80021 | N/A | Individual | Livingston Fellowship for advanced professional development | $3,683 | |
| Art Students League of Denver | ||||||||
| 200 Grant St | Denver | CO | 802034020 | N/A | pc | Employee Matching Gift Program | $390 | |
| Big Brothers Big Sisters of Colorado Inc | ||||||||
| 750 W Hampden Ave Ste 450 | Englewood | CO | 80110 | N/A | pc | Employee Matching Gift Program | $100 | |
| Colorado Children's Chorale | ||||||||
| 2420 West 26th Avenue Ste 350-D | Denver | CO | 802115362 | N/A | pc | Employee Matching Gift Program | $278 | |
| Denver Botanic Gardens | ||||||||
| 909 York Street | Denver | CO | 802063751 | N/A | pc | Employee Matching Gift Program | $86 | |
| Denver School of the Arts Friends Foundation | ||||||||
| 7111 Montview Blvd | Denver | CO | 80220 | N/A | pc | Employee Matching Gift Program | $500 | |
| Downtown Aurora Visual Arts | ||||||||
| 1405 Florence Street | Aurora | CO | 80010 | N/A | pc | Employee Matching Gift Program | $200 | |
| Food Bank of the Rockies | ||||||||
| 10700 E 45th Ave | Denver | CO | 80239 | N/A | pc | Employee Matching Gift Program | $200 | |
| Graland Country Day School | ||||||||
| 30 Birch St | Denver | CO | 80220 | N/A | pc | Employee Matching Gift Program | $500 | |
| Kent Denver Country Day School | ||||||||
| 4000 East Quincy Ave | Denver | CO | 80113 | N/A | pc | Employee Matching Gift Program | $750 | |
| Museum of Contemporary Art Denver | ||||||||
| 1485 Delgany St | Denver | CO | 80202 | N/A | pc | Employee Matching Gift Program | $200 | |
| New Era Colorado Foundation | ||||||||
| 907 Acoma | Denver | CO | 80204 | N/A | pc | Employee Matching Gift Program | $250 | |
| Parkinson Association of the Rockies | ||||||||
| 1325 S Colorado Blvd Ste 204B | Denver | CO | 80222 | N/A | pc | Employee Matching Gift Program | $50 | |
| The Denver Foundation | ||||||||
| 55 Madison Street 8th Floor | Denver | CO | 802065419 | N/A | pc | Employee Matching Gift Program | $750 | |
| Wonderbound | ||||||||
| 2535 East 40th Avenue | Denver | CO | 802053601 | N/A | pc | Employee Matching Gift Program | $200 | |
| Boulder Museum of Contemporary Art | ||||||||
| 1750 13Th St | Boulder | CO | 803026226 | N/A | pc | Livingston Fellowship to support the advanced professional development of David Dadone | $17,500 | |
| Boulder Museum of Contemporary Art | ||||||||
| 1750 13Th St | Boulder | CO | 803026226 | N/A | pc | Organizational Support Grant related to David Dadone's participation in the Livingston Fellowship Program | $5,000 | |
| Center for Health Progress | ||||||||
| 1245 E Colfax Unit 202 | Denver | CO | 802180877 | N/A | pc | Livingston Fellowship to support the advanced professional development of Joe M. Sammen | $12,500 | |
| Colorado Circles for Change | ||||||||
| 430 West 9th Avenue | Denver | CO | 802044527 | N/A | pc | Organizational Support Grant related to Angell Perez's participation in the Livingston Fellowship Program | $10,000 | |
| Colorado Circles for Change | ||||||||
| 430 West 9th Avenue | Denver | CO | 802044527 | N/A | pc | Livingston Fellowship to support the advanced professional development of Angell Perez | $12,500 | |
| Museo de las Americas | ||||||||
| 861 Santa Fe Drive | Denver | CO | 802044344 | N/A | pc | Livingston Fellowship to support the advanced professional development of Claudia Moran Pitchardo | $17,500 | |
| Museo de las Americas | ||||||||
| 861 Santa Fe Drive | Denver | CO | 802044344 | N/A | pc | Support Grant related to Claudia Moran Pitchardo's participation in Livingston Fellowship Program | $10,000 | |
| Prodigy Ventures Inc | ||||||||
| 3801 E 40Th Ave | Denver | CO | 802053845 | N/A | pc | Livingston Fellowship to support the advanced professional development of Stephanie Frances | $17,500 | |
| Prodigy Ventures Inc | ||||||||
| 3801 E 40Th Ave | Denver | CO | 802053845 | N/A | pc | Support Grant related to Stephanie Frances' participation in Livingston Fellowship Program | $5,000 | |
| Second Chance Center | ||||||||
| 9722 E 16Th Ave | Aurora | CO | 800102275 | N/A | pc | Livingston Fellowship to support the advanced professional development of Hassan Latif | $17,500 | |
| The Family CenterLa Familia | ||||||||
| 309 Hickory Street 5 | Fort Collins | CO | 805241106 | N/A | pc | Livingston Fellowship to support the advanced professional development of Deirdre A. Sullivan | $12,500 | |
| Warm Cookies of the Revolution | ||||||||
| 576 Gilpin Street | Denver | CO | 80218 | N/A | pc | Livingston Fellowship to support the advanced professional development of Evan Weissman | $12,500 | |
| West Community Economic Development Corp (BuCu West) | ||||||||
| 4200 Morrison Rd Unit 3 | Denver | CO | 80219 | N/A | pc | Livingston Fellowship to support the advanced professional development of Jose Esparza | $17,500 | |
| West Community Economic Development Corp (BuCu West) | ||||||||
| 4200 Morrison Rd Unit 3 | Denver | CO | 80219 | N/A | pc | Support Grant related to Jose Esparza's participation in Livingston Fellowship Program | $10,000 | |
| Colorado Nonprofit Association | ||||||||
| 789 Sherman Street Suite 240 | Denver | CO | 802033553 | N/A | pc | Bronze Sponsor of the 2020 Colorado Nonprofit Awards Luncheon | $1,500 | |
| Colorado Business Committee for the Arts | ||||||||
| 789 Sherman St Ste 280 | Denver | CO | 802033553 | N/A | pc | to sponsor the Arts + Impact Investing Forum | $1,500 | |
| Colorado Business Committee for the Arts | ||||||||
| 789 Sherman St Ste 280 | Denver | CO | 802033553 | N/A | pc | Patron sponsor of the 2020 Business for the Arts Awards | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,961,937 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Boulder Museum of Contemporary Art | |||||||
| 1750 13th Street | Boulder | CO | 80302 | N/A | pc | Johnston R. Livingston Fellowship for advanced professional development of David Dadone | $17,500 |
| Museo de las Americas | |||||||
| 861 Santa Fe Dr | Denver | CO | 802044344 | N/A | pc | Johnston R. Livingston Fellowship for advanced professional development of Claudia Moran Pitchardo | $17,500 |
| Prodigy Ventures Inc | |||||||
| 3801 E 40th Ave | Denver | CO | 802053845 | N/A | PC | Johnston R. Livingston Fellowship for advanced professional development of Stephanie Frances | $17,500 |
| Second Chance Center | |||||||
| 9722 E 16Th Ave | Aurora | CO | 80010 | N/A | pc | Johnston R. Livingston Fellowship for advanced professional development of Hassan Latif | $17,500 |
| West Community Economic Development Corp (BuCu West) | |||||||
| 4200 Morrison Rd Unit 3 | Denver | CO | 80219 | N/A | pc | Johnston R. Livingston Fellowship for advanced professional development of Jose Esparza | $17,500 |
| Street Fraternity Inc | |||||||
| 8720 E Colfax Ave | Denver | CO | 80220 | N/A | pc | Johnston R. Livingston Fellowship for advanced professional development of Yoal Kidane Ghebremeskel | $12,500 |
| Asian Pacific Development Ctr | |||||||
| 1537 Alton Street | Aurora | CO | 80010 | N/A | pc | Johnston R. Livingston Fellowship for advanced professional development of Harry Budisiharta | $12,500 |
| Street's Hope | |||||||
| PO Box 19416 | Denver | CO | 80219 | N/A | pc | Johnston R. Livingston Fellowship for advanced professional development of Nina Martinez | $12,500 |
| Denver Youth Program dba Metro Denver Partners | |||||||
| 701 South Logan Street Ste 109 | Denver | CO | 802094199 | N/A | pc | Johnston R. Livingston Fellowship for advanced professional development of Francisco Gallardo | $12,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $137,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $429,726 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $807,490 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,110,569 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Loss reported on Form 990-T | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$10,464 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$10,464 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,347,785 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,337,321 | 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 | $21,800 | Amt |
| Net Investment Income | $4,360 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,440 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Black Cube | |||||||||||
| 18 Inverness Place East | Englewood | CO | 80112 | 2019-04-17 | $10,000 | to support the MONUMENTAL exhibit. | $10,000 | To the knowledge of the grantor, no funds have been diverted. | 02/10/2020 | 2020-02-07 | All funds expended as intended. |
| Black Cube | |||||||||||
| 18 Inverness Place East | Englewood | CO | 80112 | 2020-03-16 | $1,000 | Unrestricted emergency funding to help ease financial burden of arts organizations during the COVID-19 pandemic. The funding is based on 10% of grantee's most recent award. This grant does not require an application, final reporting or financial verification. | $1,000 | To the knowledge of the grantor, no funds have been diverted. | No reports required. | 2020-06-30 | It was not considered necessary to conduct an independent verification. |
| Ara Cruz | |||||||||||
| 6885 W 91st Ct 23202 | Westminster | CO | 80021 | 2019-09-15 | $24,084 | Johnston R. Livingston Fellowship to support the advanced professional development of Ara Cruz | $3,683 | To the knowledge of the grantor, no funds have been diverted. | December 15, 2021 | 2019-08-21 | Funds expended as intended. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LeggMason Institutional Fund | $4,144,873 | $4,447,223 |
| PIMCO Short-Term Institutional | $932,001 | $933,858 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Wellington Trust Fund | $7,682,963 | $8,866,045 |
| Vangard Dividend Growth Fund | $6,780,292 | $10,978,101 |
| Edgewood Growth Fund | $5,003,000 | $5,934,350 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (24 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Angelo Gordon Energy Credit Opp Fund | AT COST | $39,220 | $42,293 |
| Davidson Kempner Institutional Partners, LLC | AT COST | $5,467,530 | $5,336,496 |
| Highclere International Investors | AT COST | $4,150,479 | $3,622,127 |
| Incline Global Offshore Ltd | AT COST | $42,118 | $42,118 |
| Indus Asia Pacific Fund | AT COST | $250,771 | $234,555 |
| Maverick Fund | AT COST | $2,179,934 | $3,684,143 |
| Newport Asia Institutional Fund | AT COST | $3,367,637 | $4,154,986 |
| OchZiff Overseas Fund | AT COST | $446 | $23,625 |
| Samlyn Offshore Ltd | AT COST | $1,500,000 | $2,034,799 |
| Select Equity Offshore Ltd | AT COST | $1,800,000 | $2,723,882 |
| Spinnaker Global Emerging Markets Fund | AT COST | $3,000,000 | $4,269,669 |
| Canyon Value Realization Fund | AT COST | $1,686,930 | $2,410,197 |
| Lexington Middle Market III | AT COST | $317,518 | $500,275 |
| Canyon Distressed Opportunities Fund II | AT COST | $395,942 | $375,056 |
| Farallon Capital Institutional Partners | AT COST | $4,068,675 | $4,322,109 |
| Sanderson International Value Fund | AT COST | $5,462,702 | $5,016,505 |
| GQG | AT COST | $3,937,271 | $4,728,829 |
| Crestview IV | AT COST | $124,089 | $138,163 |
| Farallon Special Situations Fund | AT COST | $589,553 | $635,685 |
| Golub Capital Partners XII | AT COST | $436,561 | $428,847 |
| Owl Rock First Lien Fund | AT COST | $486,698 | $496,863 |
| Coatue Offshore Fund | AT COST | $2,400,000 | $2,793,778 |
| Canyon Distressed Opportunities Fund III | AT COST | $530,000 | $479,786 |
| Lexington Capital Partners IX | AT COST | $51,904 | $92,173 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Office condos | $955,757 | $388,338 | $567,419 | $567,419 |
| Furniture and equipment | $313,015 | $218,353 | $94,662 | $94,662 |
| Computer equipment | $22,043 | $20,075 | $1,968 | $1,968 |
| Leasehold Improvements | $149,057 | $3,726 | $145,331 | $145,331 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Tuthill & Hughes | $919 | $0 | $919 |
| Moye White | $9,707 | $0 | $9,707 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Fine art and deposits | $21,590 | $40,526 | $40,526 |
| Property development costs | $150 | $150 | $150 |
| Defferred compensation fund | $116,327 | $141,662 | $141,662 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Assessments and dues | $35,103 | $0 | $35,103 |
| Trustee expense | $552 | $0 | $552 |
| Awards luncheon | $23,410 | $0 | $23,410 |
| Maintenance and repairs | $8,490 | $0 | $8,490 |
| Insurance | $11,419 | $0 | $11,419 |
| Livingston Fellows expenses | $31,365 | $0 | $31,365 |
| Other direct program expenses | $76,438 | $0 | $76,438 |
| Office expense and misc. | $46,382 | $0 | $46,382 |
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 | $807,490 | $807,490 | $807,490 |
| Loss reported on Form 990-T | -$10,464 | -$10,464 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deferred compensation fund | Desc |
| BOY Book Value | $116,327 | BOYBookValueAmt |
| EOY Book Value | $141,662 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (13 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Monticello and Associates | $75,000 | $75,000 | $0 |
| Colorado Media Network | $33,415 | $0 | $33,415 |
| Fulcrum Advisors | $12,000 | $0 | $12,000 |
| Blackbaud License Fee | $12,173 | $0 | $12,173 |
| Projection Digital | $6,751 | $0 | $6,751 |
| Sam Pike | $17,550 | $0 | $17,550 |
| TSP One, LLC | $2,201 | $0 | $2,201 |
| Sonya Garcia Ulibari | $1,700 | $0 | $1,700 |
| Launch Advertising | $200 | $0 | $200 |
| Laura Bond | $1,000 | $0 | $1,000 |
| R.S. Tipton, PBC | $10,950 | $0 | $10,950 |
| Rocky Mountain Docu Scan | $525 | $0 | $525 |
| Rocky Mountain Tech Team | $15,235 | $0 | $15,235 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Excise tax | $60,178 | $0 | $0 |
| Income tax | $1,148 | $0 | $0 |