BRETT FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: BRETT FAMILY FOUNDATION (EIN 84-1525821)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-04-20
IRS object ID: 202621109349100332
Schema version: 2025v4.1
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
Gain Loss Sale Other Assets Sch
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Other Decreases 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	2026-04-20T14:06:13+00:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	440160260	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Forvis Mazars LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	111 South Tejon Suite 800	AddressLine1Txt
City	Colorado Springs	CityNm
State Abbreviation	CO	StateAbbreviationCd
ZIP	809039848	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2025-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	841525821	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Brett Family Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BRET	BusinessNameControlTxt
Phone	3034421200	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1123 Spruce Street	AddressLine1Txt
City	Boulder	CityNm
State Abbreviation	CO	StateAbbreviationCd
ZIP	803024001	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Linda J Shoemaker	PersonNm
Person Title	President	PersonTitleTxt
Phone	3034421200	PhoneNum
Signature	2026-04-20	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Brandon Schulze	PreparerPersonNm
PTIN	P02051564	PTIN
Phone	7194714290	PhoneNum
Preparation	2026-04-20	PreparationDt

Field	Value	IRS element (for citing)
Tax	2025	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	$10,109,176	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
Interest On Sav Rev And Expnss	$7,002	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$7,002	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$236,088	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$236,088	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$127,414	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$2,827,799	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$117,315	CapGainNetIncmNetInvstIncmAmt
Gross Sales Less Ret And Allwnc	$0	GrossSalesLessRetAndAllwncAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt
Gross Profit Rev And Expnss	$0	GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss	$134	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$0	OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm	$0	OtherIncomeAdjNetIncmAmt
Total Rev And Expnss	$370,638	TotalRevAndExpnssAmt
Total Net Invst Incm	$360,405	TotalNetInvstIncmAmt
Total Adj Net Incm	$0	TotalAdjNetIncmAmt
Legal Fees Rev And Expnss	$0	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$6,541	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$654	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$5,887	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$153,006	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$95,086	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm	$0	OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl	$57,820	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$2,119	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$2,119	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$0	TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$0	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm	$0	DeprecAndDpltnAdjNetIncmAmt
Trav Conf Meeting Rev And Expnss	$4,833	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$97	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$4,736	TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss	$513	PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm	$51	PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl	$462	PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss	$3,502	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$1,327	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$0	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$2,175	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$170,514	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$99,334	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$71,080	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$481,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$481,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$651,514	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$99,334	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$552,080	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$280,876	ExcessRevenueOverExpensesAmt
Net Investment Income	$261,071	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$29,569	CashBOYAmt
Cash EOY	$23,838	CashEOYAmt
Cash EOYFMV	$23,838	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$92,777	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$215,908	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$225,104	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY	$0	AcctRcvblBOYAmt
Acct Rcvbl EOY	$0	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$0	AcctRcvblEOYFMVAmt
Pledges Rcvbl BOY	$0	PledgesRcvblBOYAmt
Pledges Rcvbl EOY	$0	PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV	$0	PledgesRcvblEOYFMVAmt
Rcvbl From Officers BOY	$0	RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY	$0	RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV	$0	RcvblFromOfficersEOYFMVAmt
Other Nts And Loans Rcvbl	$0	OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY	$0	OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY	$0	OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV	$0	OtherNtsAndLoansRcvblEOYFMVAmt
US Government Obligations BOY	$0	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$0	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$0	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$4,037,520	CorporateStockBOYAmt
Corporate Stock EOY	$3,648,720	CorporateStockEOYAmt
Corporate Stock EOYFMV	$7,250,690	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$2,585,360	CorporateBondsBOYAmt
Corporate Bonds EOY	$2,569,031	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$2,609,544	CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis	$0	InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation	$0	InvstLandAccumDepreciationAmt
Land Bldg Investments BOY	$0	LandBldgInvestmentsBOYAmt
Land Bldg Investments EOYFMV	$0	LandBldgInvestmentsEOYFMVAmt
Other Investments BOY	$0	OtherInvestmentsBOYAmt
Other Investments EOY	$0	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$0	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$0	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$0	LandBldgEquipAccumDeprecAmt
Land BOY	$0	LandBOYAmt
Land EOYFMV	$0	LandEOYFMVAmt
Other Assets BOY	$0	OtherAssetsBOYAmt
Other Assets EOY	$0	OtherAssetsEOYAmt
Other Assets EOYFMV	$0	OtherAssetsEOYFMVAmt
Total Assets BOY	$6,745,226	TotalAssetsBOYAmt
Total Assets EOY	$6,457,497	TotalAssetsEOYAmt
Total Assets EOYFMV	$10,109,176	TotalAssetsEOYFMVAmt
Loans From Officers BOY	$0	LoansFromOfficersBOYAmt
Loans From Officers EOY	$0	LoansFromOfficersEOYAmt
Mortgages And Notes Payable BOY	$0	MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY	$0	MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY	$1,157	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$558	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$1,157	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$558	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$6,744,069	RetainedEarningBOYAmt
Retained Earning EOY	$6,456,939	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$6,744,069	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$6,456,939	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$6,745,226	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$6,457,497	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$6,744,069	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$280,876	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$6,463,193	SubtotalAmt
Other Decreases	$6,354	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$6,456,839	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SHORT-TERM PUBLICLY TRADED SECURITIES	P	2025-01-01	2025-12-31	$1,467,428	$1,480,158	-$12,730	$0	-$12,730
LONG-TERM PUBLICLY TRADED SECURITIES	P	2024-01-01	2025-12-31	$1,339,783	$1,209,738	$130,045	$0	$130,045

Field	Value	IRS element (for citing)
Capital Gain Net Income	$117,315	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$3,629	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$3,629	SubtotalAmt
Tax Based On Investment Income	$3,629	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$2,232	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$2,232	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Tax Due	$1,397	TaxDueAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
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	WWW.BRETTFOUNDATION.ORG	WebsiteAddressTxt
Individual With Books	THE FOUNDATION	IndividualWithBooksNm
Phone	3034421200	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1123 SPRUCE STREET	AddressLine1Txt
City	BOULDER	CityNm
State Abbreviation	CO	StateAbbreviationCd
ZIP	803024001	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	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
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	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
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 (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt
LINDA J SHOEMAKER
1123 Spruce Street	Boulder	CO	803024001	PRESIDENT	2.50	$0	$0
STEPHEN M BRETT
1123 Spruce Street	Boulder	CO	803024001	CHAIRMAN	1.00	$0	$0

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	1	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MB Strategies LTD	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1123 Spruce St	AddressLine1Txt
City	Boulder	CityNm
State Abbreviation	CO	StateAbbreviationCd
ZIP	80302	ZIPCd

Field	Value	IRS element (for citing)
Service Type	Office Management	ServiceTypeTxt
Compensation	$59,000	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	None	Description1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	None	Description1Txt
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$9,333,975	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$197,988	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$9,531,963	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$9,531,963	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$142,979	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$9,388,984	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$469,449	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$469,449	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$3,629	TaxBasedOnInvestmentIncomeAmt
Total Tax	$3,629	TotalTaxAmt
Distributable Before Adj	$465,820	DistributableBeforeAdjAmt
Distributable Before Ded	$465,820	DistributableBeforeDedAmt
Distributable As Adjusted	$465,820	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$552,080	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$552,080	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$465,820	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Prior Year2	2022	PriorYear2Yr
Prior Year3	2021	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$115,268	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$23,960	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$189,721	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$136,442	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$119,455	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$584,846	TotalExcessDistributionCyovAmt
Qualifying Distributions	$552,080	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$465,820	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$86,260	RemainingDistriFromCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$671,106	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$115,268	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$555,838	ExcessDistriCyovToNextYrAmt
Excess From Year4	$23,960	ExcessFromYear4Amt
Excess From Year3	$189,721	ExcessFromYear3Amt
Excess From Year2	$136,442	ExcessFromYear2Amt
Excess From Year1	$119,455	ExcessFromYear1Amt
Excess From Current Year	$86,260	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	LINDA J SHOEMAKER PRESIDENT	ContributingManagerNm
Contributing Manager	STEPHEN M BRETT CHAIRMAN	ContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	THE BRETT FAMILY FOUNDATION	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	1123 SPRUCE STREET	AddressLine1Txt
City	BOULDER	CityNm
State Abbreviation	CO	StateAbbreviationCd
ZIP	80302	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	3034421200	RecipientPhoneNum
Recipient Email Address	INFO@BRETTFOUNDATION.ORG	RecipientEmailAddressTxt
Form And Info And Materials	THE FOUNDATION HAS NO PRESCRIBED APPLICATION FORM. FIRST-TIME GRANT APPLICANTS SHOULD INITIALLY CONTACT THE FOUNDATION BY LETTER OF INQUIRY AT LEAST TWO MONTHS PRIOR TO THE TARGETED APPLICATION DEADLINE. PLEASE INCLUDE THE FOLLOWING INFORMATION IN THE LETTER OF INQUIRY: 1.) BRIEF DESCRIPTION OF YOUR ORGANIZATION; 2.) PURPOSE OF THE PROGRAM OR PROJECT FOR WHICH YOU ARE SEEKING FUNDING AND THE AMOUNT BEING REQUESTED; 3.) OUTCOMES ANTICIPATED AND PLANS FOR ASSSSING ACHIEVEMENTS; 4.) CURRENT ORGANIZATIONAL OPERATING BUDGET, PLUS A PROJECT BUDGET IF APPLICABLE; AND 5.) COPY OF CURRENT 501(C)(3) DETERMINATION LETTER FROM THE IRS. THE BRETT FAMILY FOUNDATION WILL SEND A LETTER TO REQUEST A FULL PROPOSAL OR DECLINE YOUR LETTER OF INQUIRY. THE FOUNDATION ENCOURAGES THE USE OF THE COLORADO COMMON GRANT APPLICATION FORMAT FOR FULL PROPOSALS. PLEASE SEE OUR WEBSITE FOR ADDITIONAL INFORMATION (WWW.BRETTFOUNDATION.ORG).	FormAndInfoAndMaterialsTxt
Submission Deadlines	GRANT CYCLE DEADLINES ARE ACCORDING TO PROGRAM AREA. PLEASE SEE WEBSITE (WWW.BRETTFOUNDATION.ORG).	SubmissionDeadlinesTxt
Restrictions On Awards	THE BRETT FAMILY FOUNDATION SUPPORTS CARING COMMUNITIES BY INVESTING IN ORGANIZATIONS THROUGHOUT COLORADO WORKING FOR SOCIAL JUSTICE, AND BOULDER COUNTY NONPROFITS ADDRESSING THE NEEDS OF UNDERSERVED COMMUNITIES, PRIMARILY DISADVANTAGED YOUTH AND THEIR FAMILIES. THE FOUNDATION HAS TWO PRIMARY FUNDING PRIORITIES: 1.) SOCIAL JUSTICE (STATEWIDE): ORGANIZATIONS THROUGHOUT THE STATE OF COLORADO WORKING TO ADDRESS THE ROOT CAUSES OF SOCIAL, ECONOMIC, GENDER AND RACIAL INEQUITIES THROUGH STRATEGIES THAT EMPOWER AFFECTED COMMUNITIES TO ENGAGE IN THE DEMOCRATIC PROCESS AND ADVANCE PROGRESSIVE POLICY SOLUTIONS. 2.) DIRECT SERVICES (BOULDER COUNTY): BOULDER COUNTY NONPROFITS THAT PROVIDE DIRECT SERVICES AND SUPPORT FOR UNDERSERVED POPULATIONS WITH AN EMPHASIS ON PROGRAMS FOR DISADVANTAGED AND HIGH-RISK YOUTH AND THEIR FAMILIES. THE BRETT FAMILY FOUNDATION FUNDS GROUPS THAT ARE TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. 3.) PROGRAMS AND SERVICES AT THE UNIVERSITY OF CO.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ASPEN JOURNALISM
1280 UTE AVENUE SUITE 9	Aspen	CO	81611	N/A	PC	General Support	$5,000
Civic News Company
450 7th Avenue 32nd Floor	New York	NY	10123	N/A	PC	General support	$7,500
COBALT FOUNDATION
PO BOX 22485	Denver	CO	80222	N/A	PC	General support	$7,500
COLORADO CIVIC ENGAGEMENT ROUNDTABLE
PO BOX 1620	Denver	CO	80201	N/A	PC	General Support	$5,000
COLORADO DEMOCRACY NETWORK
1624 MARKET STREET SUITE 475	Denver	CO	80201	N/A	PC	General support	$10,000
COLORADO FISCAL INSTITUTE
1905 SHERMAN STREET SUITE 225	Denver	CO	80203	N/A	PC	General support	$5,000
COLORADO FREEDOM OF INFORMATION COUNCIL
2101 ARAPAHOE STREET	Denver	CO	80205	N/A	PC	General Support	$3,000
Colorado Immigrant Justice Fund
2949 N Lafayette St	Denver	CO	80205	N/A	PC	General support	$8,000
COLORADO IMMIGRANT RIGHTS COALITION
2525 W ALAMEDA AVENUE	Denver	CO	80219	N/A	PC	General support	$10,000
Colorado Organization for Latina Opportunity and Reproductive Right
PO Box 40991	Denver	CO	80204	N/A	PC	General Support	$5,000
COLORADO SYMPHONY ASSOCIATION
1000 14TH STREET 15	Denver	CO	80202	N/A	PC	General Support	$15,000
COLORADO TIMES RECORDER
1738 WYNKOOP STE 302	Denver	CO	80202	N/A	PC	General Support	$15,000
COMMON CAUSE EDUCATION FUND
805 15TH STREET 800	Washington	DC	20005	N/A	PC	General Support	$7,500
COMMUNITY RESOURCE CENTER INC
789 SHERMAN STREET SUITE 210	Denver	CO	80203	N/A	PC	General support	$13,000
CONSERVATION COLORADO EDUCATION FUND
1536 WYNKOOP STREET SUITE 510	Denver	CO	80202	N/A	PC	General support	$10,000
CRESTONE EAGLE COMMUNITY MEDIA
PO BOX 101	Crestone	CO	81131	N/A	PC	General Support	$3,000
FLORENCE CRITTENTON SERVICES OF COLORADO
96 S Zuni St	Denver	CO	80223	N/A	PC	General Support	$5,000
FRASER VALLEY COMMUNITY MEDIA
551 ZEREX AVENUE SUITE 206	FRASER	CO	80442	N/A	PC	General Support	$3,000
FUTURO MEDIA GROUP
361 WEST 125TH STREET 6TH FLOOR	New York	NY	10027	N/A	PC	General Support	$5,000
GOOD BUSINESS COLORADO
1420 OGDEN STREET SUITE G2	Denver	CO	80218	N/A	PC	General Support	$2,500
GREAT EDUCATION COLORADO FUND
1355 S COLORADO BOULEVARD C-500	Denver	CO	80222	N/A	PC	General support	$5,000
IMPACT CHARITABLE
1536 Wynkoop St Suite 223	Denver	CO	80202	N/A	PC	Oxygen Fund	$10,000
Impact on education INC
721 Front Street Suite A	Louisville	CO	80027	N/A	PC	General support	$5,000
LATINO COMMUNITY FOUNDATION OF COLORADO INC
2250 S ONEIDA STREET SUITE 102	Denver	CO	80224	N/A	PC	CIFC	$5,000
MAINSTREAM COLORADO EDUCATION
191 University Blvd Ste 118	Denver	CO	80206	N/A	PC	General Support	$5,000
NATIONAL TRUST FOR LOCAL NEWS
801 MARKET STREET SUITE 300	PHILADELPHIA	PA	19107	N/A	PC	General support	$5,000
NEW ERA COLORADO FOUNDATION
1648 SPRUCE STREET	Boulder	CO	80302	N/A	PC	General Support	$35,000
PROGRESSNOW COLORADO EDUCATION
1536 WYNKOOP STREET SUITE 300	Denver	CO	80202	N/A	PC	General Support	$10,000
PUBLIC BROADCASTING OF COLORADO INC
7409 SOUTH ALTON COURT	CENTENNIAL	CO	80112	N/A	PC	General Support	$10,000
Rocky Mountain Planned Parenthood
8765 E Orchard Rd Ste 702	Greenwood Village	CO	80111	N/A	PC	General support	$3,000
Rose Community Foundation
4500 Cherry Creek Dr S Suite 900	Denver	CO	80246	N/A	PC	General support	$4,000
SOPRIS SUN INC
PO BOX 399	CARBONDALE	CO	81623	N/A	PC	General Support	$3,500
Tenderfoot Transmitting Inc
PO Box 596	Salida	CO	81201	N/A	PC	General support	$2,500
THE BELL POLICY CENTER
303 E 17TH AVENUE SUITE 400	Denver	CO	80203	N/A	PC	General support	$60,000
THE COLORADO EDUCATION INITIATIVE
3000 LAWRENCE STREET 135	Denver	CO	80205	N/A	PC	COLORADO TRUSTEE NETWORK	$5,000
THE COMMUNITY FOUNDATION SERVING BOULDER COUNTY
1123 SPRUCE STREET	Boulder	CO	80302	N/A	PC	BRETT - SHOEMAKER FUND: LYONS COMMUNITY FOUNDATION	$90,000
TOGETHER COLORADO
1980 DAHLIA STREET	Denver	CO	80220	N/A	PC	General support	$5,000
TRANSFORMATIVE LEADERSHIP FOR CHANGE
801 S PECOS STREET	Denver	CO	80223	N/A	PC	General Support	$5,000
UNIVERSITY OF COLORADO FOUNDATION
10901 WEST 120TH AVENUE SUITE 200	Broomfield	CO	80021	N/A	PC	CMDI	$10,000
UNIVERSITY OF COLORADO FOUNDATION
10901 WEST 120TH AVENUE SUITE 200	Broomfield	CO	80021	N/A	PC	Center for African and African American Studies	$30,000
UNIVERSITY OF COLORADO FOUNDATION
10901 WEST 120TH AVENUE SUITE 200	Broomfield	CO	80021	N/A	PC	STRATEGIC RELATIONS AND COMMUNICATIONS	$1,000
UNIVERSITY OF COLORADO FOUNDATION
10901 WEST 120TH AVENUE SUITE 200	Broomfield	CO	80021	N/A	PC	General Support	$5,000
University Of Wyoming Foundation
1200 E Ivinson Ave	Laramie	WY	82070	N/A	PC	General support	$4,000
WESTERN COLORADO ALLIANCE
PO BOX 1931	Grand Junction	CO	81502	N/A	PC	General Support	$5,000
WESTERN RESOURCE ADVOCATES
2260 BASELINE ROAD UNIT 200	Boulder	CO	80302	N/A	PC	General Support	$8,000
YOUNG INVINCIBLES
25 BROADWAY 12TH FLOOR	New York	NY	10004	N/A	PC	General support	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$481,000	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$7,002	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$236,088	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$127,414	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	NONDIVIDEND DISTRIBUTION	Desc
Exclusion	1	ExclusionCd
Exclusion	$134	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$370,638	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$370,638	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	ACCOUNTING FEES	CategoryTxt
Amt	$6,541	Amt
Net Investment Income	$654	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$5,887	DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

Field	Value	IRS element (for citing)
Asset	PUBLICLY TRADED SECURITIES	AssetDesc
Acquired	2024-01	AcquiredDt
How Acquired	P	HowAcquiredTxt
Sold	2025-12	SoldDt
Gross Sales Price	$2,827,799	GrossSalesPriceAmt
Basis	$2,700,385	BasisAmt
Total Net	$127,414	TotalNetAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	JP Morgan - Corporate Bonds (See Attachment)	BondNm
EOY Book Value	$2,569,031	EOYBookValueAmt
EOYFMV	$2,609,544	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	JP Morgan - Corporate Stock (See Attachment)	StockNm
EOY Book Value	$3,648,720	EOYBookValueAmt
EOYFMV	$7,250,690	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	Cost Basis Adjustment	Desc
Amt	$6,354	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES AND SUBSCRIPTIONS	$688	$69	$619
OFFICE EXPENSE	$1,041	$104	$937
POSTAGE AND SHIPPING	$107	$11	$96
PARKING	$27	$3	$24
INTERNET & WEBSITE	$346	$35	$311
INVESTMENT EXPENSES	$1,083	$1,083
FEES & LICENSES	$25	$3	$22
BANK SERVICE CHARGES	$185	$19	$166

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	NONDIVIDEND DISTRIBUTION	Desc
Revenue And Expenses Per Books	$134	RevenueAndExpensesPerBooksAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	CREDIT CARD PAYABLE	Desc
BOY Book Value	$1,157	BOYBookValueAmt
EOY Book Value	$558	EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES	$93,906	$93,906
Foundation Manager	$59,100	$1,180	$57,820

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAXES PAID	CategoryTxt
Amt	$2,119	Amt
Net Investment Income	$2,119	NetInvestmentIncomeAmt