THE ANNA AND JOHN J SIE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE ANNA AND JOHN J SIE FOUNDATION (EIN 83-6058353)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-10-15
- IRS object ID
- 201442909349100104
- Schema version
- 2013v3.0
- 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
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-10-15T13:39:13-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kundinger Corder & Engle PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 Lincoln St Ste 200 | AddressLine1 |
| City | Denver | City |
| State | CO | State |
| ZIP Code | 80203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 836058353 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Anna and John J Sie Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANNA | BusinessNameControlTxt |
| Phone | 3034686060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 East First Avenue No 390 | AddressLine1 |
| City | Denver | City |
| State | CO | State |
| ZIP Code | 80206 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Anna M Sie | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 3034686060 | PhoneNum |
| Signature | 2014-10-17 | 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 |
| Preparation | 2014-10-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $87,677,208 | 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 | $143,304 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $143,304 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,246,950 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,710,717 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,002,977 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $487,256 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $487,256 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,877,510 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,633,537 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $54,092 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $120 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $53,972 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $52,947 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $52,947 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $61,311 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $61,311 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $49,427 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $49,427 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,949 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,599 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $150,625 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $113,750 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $36,875 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $124,378 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,155 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,155 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $53,186 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,453 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35,733 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $555,070 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $132,673 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $298,019 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,328,805 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,338,805 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,883,875 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $132,673 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,636,824 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,006,365 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,500,864 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,608,212 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,795,573 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,795,573 | 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 | $21,524,146 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,142,009 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $29,815,714 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $40,637,028 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $37,825,439 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $48,064,921 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $70,770,386 | TotalAssetsBOYAmt |
| Total Assets EOY | $65,764,021 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $87,677,208 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $70,770,386 | RetainedEarningBOYAmt |
| Retained Earning EOY | $65,764,021 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $70,770,386 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $65,764,021 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $70,770,386 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $65,764,021 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $70,770,386 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,006,365 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $65,764,021 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $65,764,021 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| Marketable Securities | $542,752 | $542,752 | |||
| Eton Park Overseas Fund | $543,258 | $543,258 | P | $2,660,780 | $2,117,522 |
| Highside Investment Fund | -$151,758 | -$151,758 | P | $1,848,242 | $2,000,000 |
| Convexity Capital Offshore LP | $439,260 | $439,260 | P | $1,000,000 | $560,740 |
| Wellington Equity Research | $1,190,567 | $1,190,567 | P | ||
| Newport Asia Institutional Fund | -$23,022 | -$23,022 | P | ||
| Highclere Investment Fund | $555,358 | $555,358 | P | ||
| Fortress Credit Opportunities Fund | $5,407 | $5,407 | P | ||
| DirecTV | $1,729,643 | $1,729,643 | D | $2,343,121 | $613,478 |
| Liberty Media Corporation | $6,171,512 | $6,171,512 | D | $6,858,574 | $687,062 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,002,977 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,281,001 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $80,825,946 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.090082 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,306,074 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $82,185,625 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.076730 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,486,884 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $47,714,064 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.156911 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,779,245 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $44,978,082 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.084024 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,009,879 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $53,651,838 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.074739 | DistributionYr5Rt |
| Total Distribution | 0.482486 | TotalDistributionRt |
| Average Distribution | 0.096497 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $84,474,994 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $8,151,583 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $115,009 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,266,592 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $13,636,824 | 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 | $115,009 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $115,009 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $115,009 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $71,559 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $42,675 | AppliedToEsTaxAmt |
| Total Payments And Credits | $114,234 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $775 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mary Beth Wallingford | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3034686060 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 East First Avenue No 390 | AddressLine1 |
| City | Denver | City |
| State | CO | State |
| ZIP Code | 80206 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Anna M Sie | ||||||||
| 3300 East First Avenue 390 | Denver | CO | 80206 | Trustee | 5.80 | $0 | $0 | $0 |
| John J Sie | ||||||||
| 3300 East First Avenue 390 | Denver | CO | 80206 | Trustee | 25.60 | $12,000 | $25,997 | $0 |
| Michelle S Whitten | ||||||||
| 3300 East First Avenue 390 | Denver | CO | 80206 | Executive Director | 10.00 | $42,092 | $4,968 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| 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 | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 17th Street 2600 | AddressLine1 |
| City | Denver | City |
| State | CO | State |
| ZIP Code | 80202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment advisor | ServiceTypeTxt |
| Compensation | $93,750 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $78,523,534 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,237,881 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $85,761,415 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $85,761,415 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,286,421 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $84,474,994 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,223,750 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,223,750 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $115,009 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $115,009 | TotalTaxAmt |
| Distributable Before Adj | $4,108,741 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $10,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,118,741 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,118,741 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,636,824 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $13,636,824 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $115,009 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $13,521,815 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,118,741 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,028,299 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,133,802 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,216,049 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,383,461 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,761,611 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,636,824 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,118,741 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,518,083 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $21,279,694 | 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 | $21,279,694 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,028,299 | ExcessFromYear4Amt |
| Excess From Year3 | $5,133,802 | ExcessFromYear3Amt |
| Excess From Year2 | $2,216,049 | ExcessFromYear2Amt |
| Excess From Year1 | $3,383,461 | ExcessFromYear1Amt |
| Excess From Current Year | $9,518,083 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Anna M Sie | ContributingManagerNm |
| Contributing Manager | John J Sie | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (91 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Adam's Camp | |||||||
| 6767 South Spruce Street Suite 102 | Centennial | CO | 80112 | N/A | PC | Sponsorship and scholarship support for camp for children with special needs | $5,000 |
| American Transplant Foundation | |||||||
| 410 17th Street Suite 2200 | Denver | CO | 802024402 | N/A | PC | General operating support | $5,000 |
| Arc ThriftMetropolitan Assoc for RC | |||||||
| 12345 Alameda Pkwy Suite 111 | Lakewood | CO | 80228 | N/A | PC | General operating support | $10,000 |
| Asian Performing Arts of Colorado Inc | |||||||
| 7000 E Quincy Ave B-306 | Denver | CO | 802372207 | N/A | PC | General operating support | $25,000 |
| Cancer League of Colorado | |||||||
| PO Box 5373 | Englewood | CO | 80155 | N/A | PC | General operating support | $10,000 |
| CESASC | |||||||
| 1750 Fulton Ave | Monterey Park | CA | 91755 | N/A | PC | General operating support | $10,000 |
| Denver Foundation (Fiscal Sponsor for Challenge Denver) | |||||||
| 55 Madison St 8th Floor | Denver | CO | 80206 | N/A | PC | To support programs that mobilize resources and strengthen our community | $50,000 |
| Make-a-Wish Foundation | |||||||
| 7951 E Maplewood Avenue Suite 126 | Greenwood Village | CO | 801114769 | N/A | PC | General operating support | $330 |
| Children's Hospital Colorado Foundation | |||||||
| 13123 E 16th Ave Box 045 | Aurora | CO | 80045 | N/A | PC | Sponsorship benefiting pediatric health care | $125,000 |
| Children's Hospital Colorado Foundation | |||||||
| 13123 E 16th Ave Box 045 | Aurora | CO | 80045 | N/A | PC | Sponsorship benefiting pediatric health care | $12,000 |
| Children's Hospital Colorado Foundation | |||||||
| 13123 E 16th Ave Box 045 | Aurora | CO | 80045 | N/A | PC | Sponsorship benefiting pediatric health care | $170,000 |
| Children's Hospital Colorado Foundation | |||||||
| 13123 E 16th Ave Box 045 | Aurora | CO | 80045 | N/A | PC | Sponsorship benefiting pediatric health care | $10,000 |
| Ciyota Inc for Global Livingston Institute | |||||||
| 4492 Burr Place | Boulder | CO | 80303 | N/A | PC | To support international development | $15,000 |
| Cleveland Clinic Lou Ruvo Center for Brain Trauma | |||||||
| 888 W Bonneville Ave | Las Vegas | NV | 89106 | N/A | PC | To support innovative research on devastating memory disorders associated with aging | $50,000 |
| Colorado Ballet | |||||||
| 1278 Lincoln St | Denver | CO | 80203 | N/A | PC | General operating support | $20,000 |
| Colorado Cross-Disability Coalition | |||||||
| 655 Broadway Suite 775 | Denver | CO | 80203 | N/A | PC | Supporting Asian American Pacific Islander cultural events in the Rocky Mountain Region | $15,000 |
| Colorado Springs Down Syndrome Association | |||||||
| PO Box 2364 | Colorado Springs | CO | 80901 | N/A | PC | Support families affected by the Black Forest Fire | $2,000 |
| Colorado Symphony Association | |||||||
| 1000 14th St Unit 15 | Denver | CO | 802022333 | N/A | PC | General operating support | $25,000 |
| Committee of 100 Inc | |||||||
| 677 Fifth Avenue 5th Floor | New York | NY | 10022 | N/A | PC | To support work of the Chinese-American community in furthering US-China relations | $50,000 |
| Committee of 100 Inc | |||||||
| 677 Fifth Avenue 5th Floor | New York | NY | 10022 | N/A | PC | To support work of the Chinese-American community in furthering US-China relations | $5,000 |
| Denver Academy | |||||||
| 4400 East Iliff Avenue | Denver | CO | 80222 | N/A | PC | Assist future generations of children with learning differences who need financial aid | $1,500 |
| Denver Adult DS Clinic | |||||||
| 1899 Gaylord | Denver | CO | 80206 | N/A | PC | General operating support | $10,000 |
| Denver Art Museum | |||||||
| 100 W 14th Ave Parkway | Denver | CO | 802042788 | N/A | PC | General operating support | $10,000 |
| Denver Art Museum | |||||||
| 100 W 14th Ave Parkway | Denver | CO | 802042788 | N/A | PC | General operating support | $100,000 |
| Denver Biennial of the Americas Corp | |||||||
| 1400 16th St 6th Floor | Denver | CO | 80202 | N/A | PC | To support the economics of early education and brain development workshop | $50,000 |
| Denver Botanic Gardens | |||||||
| 909 York Street | Denver | CO | 802063799 | N/A | PC | General operating support | $10,000 |
| Denver Film Society | |||||||
| 1510 York St | Denver | CO | 80206 | N/A | PC | Support the Starz Denver Film Festival | $20,000 |
| Denver Foundation | |||||||
| 55 Madison St 8th Floor | Denver | CO | 80206 | N/A | PC | To support programs that mobilize resources and strengthen our community | $10,000 |
| Denver Options Inc | |||||||
| 9900 East Iliff Avenue | Denver | CO | 80231 | N/A | PC | Responding to the needs of individuals with developmental and intellectual disabilities | $5,000 |
| Denver School of Science and Technology | |||||||
| 3401 Quebec St Ste 7200 | Denver | CO | 80207 | N/A | PC | Support the 2013 Slice of Pi event benefitting the education for students with special needs | $25,000 |
| Denver School of Science and Technology | |||||||
| 3401 Quebec St Ste 7200 | Denver | CO | 80207 | N/A | PC | Support the Malone Matching Grant event benefitting the education for students with special needs | $250,000 |
| Down Syndrome Affiliates in Action | |||||||
| 1675 Broadway Suite 2600 | Denver | CO | 80202 | N/A | PC | Support of DSAIA's conference | $10,000 |
| Friends of the Haven | |||||||
| P O Box 102375 | Denver | CO | 80250 | N/A | PC | General operating support | $5,000 |
| Global Down Syndrome Foundation | |||||||
| 3300 E 1st Avenue Suite 390 | Denver | CO | 80206 | N/A | PC | General operating support | $10,000 |
| Global Down Syndrome Foundation | |||||||
| 3300 E 1st Avenue Suite 390 | Denver | CO | 80206 | N/A | PC | General operating support | $10,000 |
| Global Down Syndrome Foundation | |||||||
| 3300 E 1st Avenue Suite 390 | Denver | CO | 80206 | N/A | PC | General operating support | $225,000 |
| Global Down Syndrome Foundation | |||||||
| 3300 E 1st Avenue Suite 390 | Denver | CO | 80206 | N/A | PC | General operating support | $600,000 |
| Global Down Syndrome Foundation | |||||||
| 3300 E 1st Avenue Suite 390 | Denver | CO | 80206 | N/A | PC | General operating support | $50,000 |
| Global Down Syndrome Foundation | |||||||
| 3300 E 1st Avenue Suite 390 | Denver | CO | 80206 | N/A | PC | General operating support | $25,000 |
| Global Down Syndrome Foundation | |||||||
| 3300 E 1st Avenue Suite 390 | Denver | CO | 80206 | N/A | PC | General operating support | $11,165 |
| Global Down Syndrome Foundation | |||||||
| 3300 E 1st Avenue Suite 390 | Denver | CO | 80206 | N/A | PC | General operating support | $597,881 |
| Governor's Residence Preservation Fund | |||||||
| 400 East 8th Avenue | Denver | CO | 80203 | N/A | PC | Preservation of the century old Boettcher Mansion | $25,000 |
| Hospice of Metro Denver | |||||||
| 501 s Cherry St Suite 700 | Denver | CO | 80246 | N/A | PC | General operating support | $5,000 |
| Hyde Park Foundation-Diamond in the Rough | |||||||
| 3000 East 1st Ave Suite 243 | Denver | CO | 80206 | N/A | PF | For programs that deal with at-risk youth in the community and wellness for children | $10,000 |
| I CON Foundation | |||||||
| 3600 S Beeler St Suite 100 | Denver | CO | 80237 | N/A | PC | General operating support | $5,500 |
| John Lynch Foundation | |||||||
| P O Box 172247 | Tampa | FL | 33672 | N/A | PC | General operating support | $5,000 |
| John Lynch Foundation | |||||||
| P O Box 172247 | Tampa | FL | 33672 | N/A | PC | General operating support | $10,000 |
| Judi's House | |||||||
| 1741 Gaylord St | Denver | CO | 80206 | N/A | PC | General operating support | $15,000 |
| Keshet of the Rockies | |||||||
| PO Box 200726 | Denver | CO | 80220 | N/A | PC | Helping Jewish Day schools and teachers adapt curriculum to meet special challenges | $10,000 |
| Louis August Jonas Foundation Inc | |||||||
| 152 Madison Ave Suite 2400 | Denver | CO | 80206 | N/A | PC | Funding to support Camp of the Rising Sun | $10,000 |
| Make-a-Wish Foundation - Colorado Chapter | |||||||
| 7951 E Maplewood Avenue Suite 126 | Greenwood Village | CO | 801114769 | N/A | PC | General operating support | $20,000 |
| Mile High Montessori Early Learning Cntrs | |||||||
| 1780 Marion St | Denver | CO | 80218 | N/A | PC | General operating support | $5,000 |
| Mizel Museum | |||||||
| 400 South Kearney Street | Denver | CO | 802241238 | N/A | PC | General operating support | $25,000 |
| My Lifelineorg Cancer Foundation | |||||||
| 55 Madison St Suite 750 | Denver | CO | 80206 | N/A | PC | To support cancer patients and caregivers | $5,000 |
| National Down Syndrome Congress | |||||||
| 1370 Center Drive Suite 102 | Atlanta | GA | 30338 | N/A | PC | General operating support | $40,000 |
| Parent Education and Assistance for Kids PEAK | |||||||
| 6055 Lehman Dr Suite 101 | Colorado Springs | CO | 809183468 | N/A | PC | General operating support | $5,000 |
| Parent Project for Muscular Dystrophy | |||||||
| 401 Hackensack Ave 9th Floor | Hackensack | NJ | 70601 | N/A | PC | General operating support | $10,000 |
| Rocky Mountain Children's Law Center | |||||||
| A1325 S Colorado Blvd Ste 701 | Denver | CO | 802223326 | N/A | PC | Provide legal aid for abused children | $10,000 |
| Rocky Mountain Down Syndrome Association | |||||||
| 3515 S Tamarac Dr Suite 320 | Denver | CO | 802371434 | N/A | PC | General operating support | $5,000 |
| Rocky Mountain Down Syndrome Association | |||||||
| 3515 S Tamarac Dr Suite 320 | Denver | CO | 802371434 | N/A | PC | To support children and families with Down Syndrome | $10,000 |
| Schwab Charitable Fund | |||||||
| 211 Main St | San Francisco | CA | 941051905 | N/A | PC | To support McCaffrey Ventures Philanthropic Charities | $14,000 |
| Sewall Child Development Center Inc | |||||||
| 1360 Vine Street | Denver | CO | 80206 | N/A | PC | To sponsor programs dedicated to helping children with special needs | $2,500 |
| Special Olympics Inc | |||||||
| 1133 19th St NW Suite 1200 | Washington | DC | 200363604 | N/A | PC | General operating support | $10,000 |
| Stanley British Primary School | |||||||
| 350 Quebec Street | Denver | CO | 802306809 | N/A | PC | To support the Inclusion School Study & Slam Dunk for scholorships program | $6,000 |
| Stanley British Primary School | |||||||
| 350 Quebec Street | Denver | CO | 802306809 | N/A | PC | To support the Inclusion School Study benefiting children's education & 2013 Teacher support | $40,000 |
| Stanley British Primary School | |||||||
| 350 Quebec Street | Denver | CO | 802306809 | N/A | PC | To support the Inclusion School Study benefiting children's education & 2013 Annual Campaign | $19,000 |
| The 1990 Institute | |||||||
| P O Box 1681 | Burlingame | CA | 94011 | N/A | PC | China's Green Student Forum which promotes solidarity of the youth to save China's environment | $5,000 |
| The Adoption Exchange | |||||||
| 14232 E Evans Avenue | Aurora | CO | 80014 | N/A | PC | General operating support | $25,000 |
| The Cable Center | |||||||
| 2000 Buchtel Blvd | Denver | CO | 80210 | N/A | PC | General operating support | $10,000 |
| The Joshua School | |||||||
| 2303 E Dartmouth Avenue | Englewood | CO | 80113 | N/A | PC | General operating support | $10,000 |
| The Rise School of Denver | |||||||
| 4949 East Eastman Avenue | Denver | CO | 80222 | N/A | PC | General operating support | $5,000 |
| Third Way Center | |||||||
| P O Box 61385 | Denver | CO | 80206 | N/A | PC | General operating support | $10,000 |
| Univ Denver - Fisher Early Learning Cntr | |||||||
| 2490 S Gaylord Street | Denver | CO | 80206 | N/A | PC | To Assist Student Population w/Special Needs | $5,000 |
| Univ of Colorado - The Regents of the | |||||||
| Campus Box 575 3100 Marine St 6th F | Boulder | CO | 803090575 | N/A | PC | To support the Barbara Davis Center Playroom at the University of Colorado Anschutz Medical Campus | $2,000 |
| Univ of Colorado-Linda Crnic Inst for DS | |||||||
| Box A-020 4200 East Ninth Avenue | Denver | CO | 80262 | N/A | PC | General operating support | $25,000 |
| University of Colorado Foundation | |||||||
| 4740 Walnut St | Boulder | CO | 803012538 | N/A | PC | LCI Flexible Endowment Research Fund to support basic science research in Down Syndrome | $400,000 |
| University of Colorado Foundation | |||||||
| 4740 Walnut St | Boulder | CO | 803012538 | N/A | PC | Linda Crnic Institute Flexible Endowment Research Fund | $500,000 |
| University of Colorado Foundation | |||||||
| 4740 Walnut St | Boulder | CO | 803012538 | N/A | PC | Linda Crnic Institute for Down Sydrome Operating Fund | $75,000 |
| University of Colorado Foundation | |||||||
| 4740 Walnut St | Boulder | CO | 803012538 | N/A | PC | Linda Crnic Institute for Down Syndrome Operating Fund | $500,000 |
| University of Colorado Foundation | |||||||
| 4740 Walnut St | Boulder | CO | 803012538 | N/A | PC | Linda Crnic Institute for Down Syndrome Operating Fund | $59,606 |
| University of Colorado Foundation - CIMB | |||||||
| 4740 Walnut St | Boulder | CO | 803012538 | N/A | PC | Quasi Endowment Fund for the Biofrontiers Institute | $1,000,000 |
| University of Colorado Foundation Boulder | |||||||
| 4740 Walnut St | Boulder | CO | 803012538 | N/A | PC | Flexible Endowment Research Fund for the Linda Crnic Institute | $4,000,000 |
| University of Colorado Foundation Boulder | |||||||
| 4740 Walnut St | Boulder | CO | 803012538 | N/A | PC | Daniel and Boyce Sher Dinstinguished Musicians Scholorship | $500,000 |
| University of Colorado Foundation Boulder | |||||||
| 4740 Walnut St | Boulder | CO | 803012538 | N/A | PC | Linda Crnic Institute for Down Syndrome Operating Fund | $500,000 |
| University of Denver - CEMMP | |||||||
| 2490 S Gaylord Street | Denver | CO | 80206 | N/A | PC | Chinese Executive Management Program Fund to support ASCEND | $4,323 |
| University of Denver - Korbel | |||||||
| PO Box 101884 | Denver | CO | 80208 | N/A | PC | Joseph Korbel School of Intl. Studies to support ASCEND | $50,000 |
| University of Denver -Sie Cheou-Kang | |||||||
| 2199 S University Blvd | Denver | CO | 80208 | N/A | PC | Sie Cheou-Kang Center Chair Fund to support ASCEND | $1,100,000 |
| University of Denver -Josef Korbel School of Int'l Studies | |||||||
| 2199 S University Blvd | Denver | CO | 80208 | N/A | PC | Sie Complex Capital Campaign Fund to support ASCEND | $1,500,000 |
| Volunteers of America | |||||||
| 2660 Larimer Street | Denver | CO | 80205 | N/A | PC | Western Fantasy 2013 Sponsorship | $25,000 |
| Wings Over the Rockies Air & Space Museum | |||||||
| 7711 E Academy Blvd | Denver | CO | 80230 | N/A | PC | General operating support | $5,000 |
| Woodrow Wilson Int'l Center for Scholars | |||||||
| 1300 Pennysylvania AveNW | Washington | DC | 200043002 | N/A | PC | Woodrow Wilson Int'l Center Scholors Awards Dinner | $51,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,338,805 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Denver Art Museum | |||||||
| 100 W 14th Ave Parkway | Denver | CO | 802042788 | N/A | pc | General operating support | $300,000 |
| Denver Botanic Gardens | |||||||
| 909 York Street | Denver | CO | 802063799 | N/A | PC | General operating support | $10,000 |
| Denver Film Society | |||||||
| 1510 York St | Denver | CO | 80206 | N/A | PC | Signage for Sie Film Center | $250,000 |
| Denver School of Science and Technology | |||||||
| 3401 Quebec St Ste 7200 | Denver | CO | 80207 | N/A | PC | General operating support | $500,000 |
| Governor's Residence Preservation Fund | |||||||
| 400 East 8th Avenue | Denver | CO | 80203 | N/A | PC | General operating support | $25,000 |
| Red Rocks Church | |||||||
| 18301 W Colfax Ave | Golden | CO | 80401 | N/A | PC | General operating support | $25,000 |
| University of Colorado Foundation - BioFrontiers | |||||||
| 4740 Walnut St | Boulder | CO | 803012538 | N/A | PC | Matching grant | $1,000,000 |
| University of Colorado Foundation | |||||||
| 4740 Walnut St | Boulder | CO | 803012538 | N/A | PC | LCI Funding of Annual Operating Deficit | $6,613,555 |
| Children's Hospital Colorado Foundation | |||||||
| 13123 E 16th Ave Box 045 | Aurora | CO | 80045 | N/A | PC | Sie Center annual support | $510,000 |
| University of Colorado - College of Music | |||||||
| Campus Box 575 3100 Marine St 6th F | Boulder | CO | 803090575 | N/A | PC | Dan Sher Endowment | $1,500,000 |
| University of Denver | |||||||
| PO Box 101884 | Denver | CO | 80208 | N/A | PC | Sie Complex at Korbel School | $15,500,000 |
| University of Denver | |||||||
| 2199 S University Blvd | Denver | CO | 80208 | N/A | PC | Sie Cheou-Kang Center Chair | $1,100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $27,333,555 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $143,304 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $487,256 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,246,950 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,877,510 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,877,510 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Kundinger, Corder & Engle, P.C. | $2,700 | $1,350 | $1,350 |
| Nonprofit Financial Solutions, P.C. | $1,249 | $0 | $1,249 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hyde Park Foundation - Diamond in the Rough | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 East 1st Ave Ste 243 | AddressLine1 |
| City | Denver | City |
| State | CO | State |
| ZIP Code | 80206 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2013-07-09 | GrantDt |
| Grant | $10,000 | GrantAmt |
| Purpose Of Grant | To support porgrams that deal with at-risk youth in the community and children's wellness. | PurposeOfGrantTxt |
| Expended By Grantee | $10,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | The Foundation is not aware of a diversion of funds by the grantee. | AnyDiversionByGranteeTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Longleaf Small Cap Fund | $3,757,523 | $4,121,587 |
| Dodge & Cox International Equity Fund | $7,548,095 | $8,297,469 |
| DirecTV | $1,509,301 | $2,629,805 |
| Liberty Media Corporation | $4,381,765 | $11,220,450 |
| STRZA | $945,325 | $3,546,403 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Wellington Trust Company, CTF Research Equity Fund | AT COST | $11,399,182 | $11,773,587 |
| Newport Asia Institutional Fund | AT COST | $3,167,107 | $3,934,615 |
| Highclere Investment Fund | AT COST | $3,801,970 | $4,379,617 |
| ICAP Offshore Absolute Return Fund | AT COST | $2,029,200 | $3,288,704 |
| Viking Global Equities | AT COST | $2,000,000 | $4,482,264 |
| Maverick Fund LDC | AT COST | $2,000,000 | $2,249,937 |
| Highfields Capital | AT COST | $2,000,000 | $3,158,453 |
| Indus Structured Finance | AT COST | $557,779 | $292,152 |
| Fortress Credit Opportunities Fund | AT COST | $950,497 | $1,238,387 |
| CamCap Energy Offshore Fund | AT COST | $4,500,000 | $4,467,994 |
| Convexity Capital Offshore LP | AT COST | $4,094,563 | $7,048,724 |
| Sowood Alpha Fund | AT COST | $74,511 | $6,970 |
| Eaton Park Overseas Fund | AT COST | $1,250,630 | $1,743,517 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Brownstein Hyatt Farber Schreck, LLP | CategoryTxt |
| Legal Fees | $49,427 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $49,427 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Public service videos | Desc |
| BOY Book Value | $1,000 | BOYBookValueAmt |
| EOY Book Value | $1,000 | EOYBookValueAmt |
| EOYFMV | $1,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Office supplies | $9,722 | $0 | $9,722 |
| Telephone | $9,709 | $0 | $9,709 |
| Postage | $142 | $0 | $142 |
| Payroll processing fee | $2,319 | $0 | $2,319 |
| Subscriptions | $571 | $0 | $571 |
| Public relations and promotion | $13,219 | $0 | $13,219 |
| Bank service charges | $51 | $0 | $51 |
| Investment expense | $17,453 | $17,453 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Wellington Equity Research | $225,470 | $225,470 | $225,470 |
| Newport Asia Institutional Fund | $35,472 | $35,472 | $35,472 |
| Highclere Investment Fund | $152,765 | $152,765 | $152,765 |
| Fortress Credit Opportunities Fund | $73,549 | $73,549 | $73,549 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| E&E Communications | $1,775 | $0 | $1,775 |
| Paul Comstock Partners | $20,000 | $20,000 | $0 |
| Monticello Associates | $93,750 | $93,750 | $0 |
| Dennis McGuire | $8,700 | $0 | $8,700 |
| Raissa Shafer | $11,900 | $0 | $11,900 |
| Marilyn Spinner | $10,000 | $0 | $10,000 |
| Kelly Westgard | $4,500 | $0 | $4,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2012 excise tax payment, net of refund of $2,122 | $122,878 | $0 | $0 |
| Tax paid on 2012 Form 990-T | $1,500 | $0 | $0 |