BONFILS-STANTON FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BONFILS-STANTON FOUNDATION (EIN 84-6029014)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-10-18
- IRS object ID
- 202532919349100003
- Schema version
- 2024v5.0
- 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
- Depreciation Schedule
- 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 Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-18T22:02:10-04:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 841255164 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KUNDINGER CORDER & MONTOYA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 LINCOLN STREET SUITE 200 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | 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 | CFO/TREAS/SECRETARY | PersonTitleTxt |
| Phone | 3038253774 | PhoneNum |
| Signature | 2025-10-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARIA MONTOYA | PreparerPersonNm |
| PTIN | P01363907 | PTIN |
| Phone | 3035345953 | PhoneNum |
| Preparation | 2025-10-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $89,383,192 | 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 | $1,286,247 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,286,247 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,258,062 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,258,479 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,258,479 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$61,468 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$62,894 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,482,841 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,481,832 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $538,560 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $130,252 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $408,308 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $650,822 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $7,480 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $643,342 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $299,618 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $33,386 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $266,232 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,708 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $3,708 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $21,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $502,884 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $243,933 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $258,951 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $74,630 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $42,150 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $132,839 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $132,839 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $258,102 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $258,102 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,529,813 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $420,051 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,992,982 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,725,212 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,725,212 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,255,025 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $420,051 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,718,194 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,772,184 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,061,781 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $390 | CashBOYAmt |
| Cash EOY | $390 | CashEOYAmt |
| Cash EOYFMV | $390 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,470,749 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,110,013 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,110,013 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $2,477,424 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $2,168,333 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $2,477,424 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $2,477,424 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $3,728,319 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,862,019 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,077,977 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,293,376 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,521,024 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,368,422 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $52,994,733 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $53,845,576 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $73,743,146 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $673,617 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $405,015 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $200,773 | LandBOYAmt |
| Land EOY | $268,602 | LandEOYAmt |
| Land EOYFMV | $268,602 | LandEOYFMVAmt |
| Other Assets BOY | $312,976 | OtherAssetsBOYAmt |
| Other Assets EOY | $337,218 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $337,218 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $70,169,649 | TotalAssetsBOYAmt |
| Total Assets EOY | $68,422,266 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $89,383,192 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,718 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,277 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $247,166 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $271,408 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $248,884 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $273,685 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $69,920,765 | RetainedEarningBOYAmt |
| Retained Earning EOY | $68,148,581 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $69,920,765 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $68,148,581 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $70,169,649 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $68,422,266 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $69,920,765 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,772,184 | ExcessRevenueOverExpensesAmt |
| Subtotal | $68,148,581 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $68,148,581 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,258,479 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $70,359 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $70,359 | SubtotalAmt |
| Tax Based On Investment Income | $70,359 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $72,905 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $72,905 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,546 | OverpaymentAmt |
| Applied To ES Tax | $2,546 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | 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 | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 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/PRES | 40.00 | $297,840 | $48,069 | $0 |
| ANN HOVLAND | ||||||||
| 1033 SANTA FE DRIVE | DENVER | CO | 80204 | CFO/TREAS/SE | 40.00 | $230,720 | $38,940 | $0 |
| ELAINE TORRES | ||||||||
| 1033 SANTA FE DRIVE | DENVER | CO | 80204 | IMM PAST CHA | 2.00 | $500 | $0 | $0 |
| MICHAEL E BOCK | ||||||||
| 1033 SANTA FE DRIVE | DENVER | CO | 80204 | CHAIR | 2.00 | $1,000 | $0 | $0 |
| DR PATRICIA BACA | ||||||||
| 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 |
| REHAN K HASAN ESQUIRE | ||||||||
| 1033 SANTA FE DRIVE | DENVER | CO | 80204 | VICE CHAIR | 2.00 | $500 | $0 | $0 |
| DAMON MCCLEESE | ||||||||
| 1033 SANTA FE DRIVE | DENVER | CO | 80204 | TRUSTEE | 2.00 | $1,000 | $0 | $0 |
| DWINITA MOSBY TYLER PHD | ||||||||
| 1033 SANTA FE DRIVE | DENVER | CO | 80204 | TRUSTEE | 2.00 | $500 | $0 | $0 |
| MIKE YANKOVICH | ||||||||
| 1033 SANTA FE DRIVE | DENVER | CO | 80204 | TRUSTEE | 2.00 | $1,000 | $0 | $0 |
| AMY CARA | ||||||||
| 1033 SANTA FE DRIVE | DENVER | CO | 80204 | TRUSTEE | 2.00 | $750 | $0 | $0 |
| MARION CHEBET | ||||||||
| 1033 SANTA FE DRIVE | DENVER | CO | 80204 | TRUSTEE | 2.00 | $750 | $0 | $0 |
| LOUISE MARTORANO | ||||||||
| 1033 SANTA FE DRIVE | DENVER | CO | 80204 | TRUSTEE | 2.00 | $1,000 | $0 | $0 |
| JESSE KING | ||||||||
| 1033 SANTA FE DRIVE | DENVER | CO | 80204 | TRUSTEE | 2.00 | $750 | $0 | $0 |
| BOBBY LEFEBRE | ||||||||
| 1033 SANTA FE DRIVE | DENVER | CO | 80204 | TRUSTEE | 2.00 | $500 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| GINA FERRARI | |||||||
| 1033 SANTA FE DRIVE | DENVER | CO | 80204 | DIRECTOR GRA | 40.00 | $164,800 | $33,699 |
| CHRISSY DEAL | |||||||
| 1033 SANTA FE DRIVE | DENVER | CO | 80204 | DIRECTOR, FE | 40.00 | $164,800 | $30,927 |
| ANTHONY GRIMES | |||||||
| 1033 SANTA FE DRIVE | DENVER | CO | 80204 | DIR OF COMMU | 40.00 | $164,800 | $23,718 |
| MONIQUE LOSEKE | |||||||
| 1033 SANTA FE DRIVE | DENVER | CO | 80204 | EXECUTIVE AS | 40.00 | $106,673 | $25,855 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY | |||||
| 399 PARK AVE 12TH FL | NEW YORK | NY | 10022 | INV. CONSULTING | $172,601 |
| AGILE CLOUD CONSULTING | |||||
| 276 5TH AVENUE SUITE 704 | NEW YORK | NY | 10001 | CONSULTING | $100,089 |
| CULTURAL STRATEGIES COUNCIL | |||||
| 180 HARBOR DRIVE SUITE D | SAUSALITO | CA | 94965 | CONSULTING | $63,500 |
| KINDA WILD MEDIA | |||||
| 1586 COUNTY ROAD 250 | DURANGO | CO | 81301 | CONSULTING | $50,831 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | LOAN AGREEMENT WITH ELEVATION COMMUNITY LAND TRUST | Description1Txt |
| Expenses1 | $500,000 | Expenses1Amt |
| Total | $500,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $85,825,739 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $469,896 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $86,295,635 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $86,295,635 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,294,435 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $85,001,200 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,250,060 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,250,060 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $70,359 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $60 | IncomeTaxAmt |
| Total Tax | $70,419 | TotalTaxAmt |
| Distributable Before Adj | $4,179,641 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $206,072 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,385,713 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,385,713 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,718,194 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $500,000 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $111,436 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $7,329,630 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,385,713 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,323,703 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $459,901 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $88,351 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $867,303 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,332,279 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,071,537 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,329,630 | QualifyingDistributionsAmt |
| Applied To Current Year | $4,385,713 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,943,917 | RemainingDistriFromCorpusAmt |
| Total Corpus | $8,015,454 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,323,703 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,691,751 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $459,901 | ExcessFromYear4Amt |
| Excess From Year3 | $88,351 | ExcessFromYear3Amt |
| Excess From Year2 | $867,303 | ExcessFromYear2Amt |
| Excess From Year1 | $2,332,279 | ExcessFromYear1Amt |
| Excess From Current Year | $2,943,917 | 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 |
| Recipient Email Address | N/A | RecipientEmailAddressTxt |
| Form And Info And Materials | ORGANIZATIONS SEEKING GRANTS ARE REQUESTED TO COMPLETE AN ONLINE INQUIRY FORM FOUND ON OUR WEBSITE HTTPS://WWW.BONFILS-STANTONFOUNDATION.ORG/GRANTS. ORGANIZATIONS CAN SUBMIT ONLY ONE PROPOSAL PER PROGRAM IN A 12-MONTH PERIOD. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT APPLICATION SUBMISSION DEADLINES VARY PER GRANT PROGRAM. GRANT SEEKERS ARE INVITED TO REVIEW C | SubmissionDeadlinesTxt |
| Restrictions On Awards | FOUNDATION RESOURCES ARE INVESTED IN 501C3 OR FISCALLY SPONSORED ORGANIZATIONS WHICH CONTRIBUTE TO DENVER'S ART AND CULTURE COMMUNITY THROUGH GENERAL OPERATING, PROJECT/PROGRAM, AND CAPITAL SUPPORT GRANTS. CAPITAL GRANTS ARE GENERALLY DIRECTED TOWARDS ORGANIZATIONS WITH BUDGETS OF LESS THAN 5 MILLION. THE FOUNDATION ALSO SUPPORTS DENVER METRO AREA NON-PROFIT LEADERS THAT ARE DRIVING SYSTEMIC COMMUNITY CHANGE. ELIGIBLE LEADERS ARE SELECTED THROUGH A NOMINATION AND COMMUNITY PANEL PROCESS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT | BusinessNameLine1Txt |
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 Relationship | SEE STATEMENT | RecipientRelationshipTxt |
| Recipient Foundation Status | SEE STMT | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE STATEMENT | GrantOrContributionPurposeTxt |
| Amt | $4,725,212 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,725,212 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT | BusinessNameLine1Txt |
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 Relationship | SEE STATEMENT | RecipientRelationshipTxt |
| Recipient Foundation Status | SEE STMT | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE STATEMENT | GrantOrContributionPurposeTxt |
| Amt | $738,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $738,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,286,247 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$417 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,258,479 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| PARTNERSHIP INCOME | 18 | -$62,894 | ||
| PARTNERSHIP UBTI | 523000 | $1,426 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,009 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,481,832 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,482,841 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KUNDINGER, CORDER & MONTOYA, P.C | CategoryTxt |
| Amt | $26,500 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,500 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | DEPRECIATION | PropertyDesc |
| Prior Year Depreciation | $46,483 | PriorYearDepreciationAmt |
| Current Year Expense | $42,150 | CurrentYearExpenseAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LEGG MASON INSTITUTIONAL FUND | ||
| COMMUNITY CAPITAL | $2,117,573 | $2,022,055 |
| NUVEEN CORE IMPACT BOND FUND | $3,403,451 | $3,346,367 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD DIVIDEND GROWTH FUND | $1,489,992 | $2,421,634 |
| EDGEWOOD GROWTH FUND | $1,372,027 | $1,656,343 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (35 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BOSTON COMMON LCV | AT COST | $4,251,958 | $4,883,570 |
| CALVERT LARGE CAP DIVERSITY STRATEGY | AT COST | $4,497,721 | $5,521,517 |
| CLEARBRIDGE LARGE CAP VALUE ESG | AT COST | $4,346,424 | $5,127,296 |
| AB SUSTAINABLE GLOBAL THEMATIC | AT COST | $2,535,972 | $2,908,945 |
| APERIO | AT COST | $2,643,065 | $3,722,386 |
| CLEARBRIDGE INTL GROWTH ESG | AT COST | $3,790,319 | $4,933,786 |
| MILLENIUM | AT COST | $3,846,097 | $4,755,565 |
| BRIDGE WORKFORCE AND AFFORDABLE HSNG | AT COST | $1,243,919 | $1,256,739 |
| GROSVENOR ADVANCE FUND | AT COST | $674,562 | $806,798 |
| LEEDS EQUITY PARTNERS VII | AT COST | $902,339 | $1,088,521 |
| THE EQUITY ALLIANCE | AT COST | $949,035 | $1,202,820 |
| THE EQUITY ALLIANCE II | AT COST | $221,034 | $206,325 |
| ACHIEVE PARTNERS EDTECH BUYOUT | AT COST | $292,244 | $221,589 |
| ANGELO GORDON ENERGY CREDIT OPP FUND | AT COST | $15,281 | $5,257 |
| SAMLYN OFFSHORE LTD | AT COST | $1,438,257 | $3,061,281 |
| SELECT EQUITY OFFSHORE LTD | AT COST | $1,725,959 | $4,154,011 |
| CANYON VALUE REALIZATION FUND | AT COST | $1,617,996 | $3,328,241 |
| LEXINGTON MIDDLE MARKET III | AT COST | $23,908 | $348,711 |
| GQG | AT COST | $4,381,339 | $4,955,886 |
| CRESTVIEW IV | AT COST | $786,369 | $991,350 |
| CIM ENTERPRISE LOAN FUND | AT COST | $784,899 | $826,857 |
| FARALLON SPECIAL SITUATIONS FUND | AT COST | $80,057 | |
| GOLUB CAPITAL PARTNERS XII | AT COST | $502,011 | $922,896 |
| OWL ROCK FIRST LIEN FUND | AT COST | $368,261 | $581,281 |
| COATUE OFFSHORE FUND | AT COST | $2,328,891 | $5,026,487 |
| CANYON DISTRESSED OPPS FUND III | AT COST | $396,319 | $741,585 |
| LEXINGTON CAPITAL PARTNERS IX | AT COST | $539,119 | $975,951 |
| GRAHAM PARTNERS V | AT COST | $439,532 | $838,187 |
| CARVAL CLEAN ENERGY FUND II | AT COST | $907,376 | $963,260 |
| LEXINGTON CAPITAL PARTNERS FUND X | AT COST | $746,871 | $908,162 |
| TPG RISE FUND II | AT COST | $690,488 | $802,281 |
| ARTISAN INTL VALUE FUND | AT COST | $4,183,148 | $5,627,184 |
| UPSTART COLAB CREATIVE ECONOMY | AT COST | $500,000 | $500,476 |
| COINVEST FUND I | AT COST | $63,130 | $64,378 |
| HARBOURVIEW ROYALTIES PARALLEL FUND | AT COST | $1,211,733 | $1,403,510 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| OFFICE CONDO | $211,499 | $179,958 | $31,541 | $31,541 |
| FURNITURE AND EQIUPMENT | $165,241 | $124,134 | $41,107 | $41,107 |
| COMPUTER EQUIPMENT | $115,851 | $10,919 | $104,932 | $104,932 |
| LEASEHOLD IMPROVEMENTS | $181,026 | $90,004 | $91,022 | $91,022 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TIERNEY LAWRENCE STILES, LLC | CategoryTxt |
| Legal Fees | $3,708 | LegalFeesAmt |
| Disbursements Charitable Prps | $3,708 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FINE ART AND DEPOSITS | $65,660 | $65,660 | $65,660 |
| PROPERTY DEVELOPMENT COSTS | $150 | $150 | $150 |
| DEFERRED COMPENSATION FUND | $247,166 | $271,408 | $271,408 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| ASSESSMENTS AND DUES | $43,047 | $43,047 |
| TRUSTEE EXPENSES | $23,588 | $23,588 |
| IT | $43,947 | $43,947 |
| INSURANCE | $12,984 | $12,984 |
| DIRECT PROGRAM EXPENSES | $39,182 | $39,182 |
| OFFICE EXPENSES AND MISC | $95,354 | $95,354 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME | -$62,894 | -$62,894 |
| PARTNERSHIP UBTI | $1,426 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED COMPENSATION FUND | Desc |
| BOY Book Value | $247,166 | BOYBookValueAmt |
| EOY Book Value | $271,408 | EOYBookValueAmt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROGRAM RELATED INVESTMENTS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $2,477,424 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (35 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| THE EQUITY PROJECT | $25,000 | $25,000 | |
| GRAVES CONSULTING | $3,500 | $3,500 | |
| PUTNAM CONSULTING | $14,140 | $14,140 | |
| CULTURAL STRATEGIES COUNCIL | $63,500 | $63,500 | |
| ROCKY MOUNTAIN TECH TEAM | $13,598 | $13,598 | |
| AGUILAR STRATEGIES | $12,500 | $12,500 | |
| EMPOWERFUL CHANGES | $12,500 | $12,500 | |
| YOAL GHEBREMESKEL | $3,000 | $3,000 | |
| JAY GRIMM | $3,000 | $3,000 | |
| BERENDES MEDIA | $1,700 | $1,700 | |
| BRANDON SMITH | $1,200 | $1,200 | |
| BRIAN CARANO | $1,050 | $1,050 | |
| BRIEN HOLLOWELL | $5,400 | $5,400 | |
| BY DESIGN CONTENT CREATION | $1,900 | $1,900 | |
| CAMERON HODGE | $1,565 | $1,565 | |
| FERMENT INC | $2,355 | $2,355 | |
| JARED MICHAEL FRY | $3,000 | $3,000 | |
| KINDA WILD MEDIA | $50,831 | $50,831 | |
| KREATION FILMS | $1,600 | $1,600 | |
| LELAND SCHMIDT | $10,960 | $10,960 | |
| MANUEL ARAGON | $2,300 | $2,300 | |
| SAMANTHA ARAGON | $4,000 | $4,000 | |
| TONI TRESCA | $6,900 | $6,900 | |
| TYLER TREPOD | $2,158 | $2,158 | |
| OTHER | $11,294 | $11,294 | |
| WAMCO | $2,296 | $2,296 | |
| COMMUNITY CAPITAL | $6,708 | $6,708 | |
| CLEARBRIDGE INTERNATIONAL | $16,355 | $16,355 | |
| AB GLOBAL SUSTAINABLE | $8,348 | $8,348 | |
| APERIO | $7,809 | $7,809 | |
| BOSTON COMMON | $12,412 | $12,412 | |
| CLEARBRIDGE LCV ESG | $12,894 | $12,894 | |
| CALVERT US | $9,509 | $9,509 | |
| MORGAN STANLEY ADVISORY SERVICES | $159,773 | $159,773 | |
| CAPSHIFT ADVISORY SERVICES | $7,829 | $7,829 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| EXCISE TAX | $72,000 |
| 2023 990-T INCOME TAXES | $1,315 |
| 2024 ESTIMATED INCOME TAXES | $1,315 |