2026-04-20T14:06:13+00:00 2025-12-31 440160260 Forvis Mazars LLP 111 South Tejon Suite 800 Colorado Springs CO 809039848 990PF 2025-01-01 841525821 Brett Family Foundation BRET 3034421200 1123 Spruce Street Boulder CO 803024001 Linda J Shoemaker President 3034421200 2026-04-20 true Brandon Schulze P02051564 7194714290 2026-04-20 2025 2025-03-06 01:10:19Z X 10109176 X X 7002 7002 236088 236088 127414 2827799 117315 0 0 0 134 0 0 370638 360405 0 0 0 0 0 6541 654 0 5887 153006 95086 0 57820 2119 2119 0 0 0 0 0 4833 97 4736 513 51 462 3502 1327 0 2175 170514 99334 0 71080 481000 481000 651514 99334 0 552080 -280876 261071 0 29569 23838 23838 92777 215908 225104 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4037520 3648720 7250690 2585360 2569031 2609544 0 0 0 0 0 0 0 0 0 0 0 0 0 0 6745226 6457497 10109176 0 0 0 0 1157 558 1157 558 X 6744069 6456939 6744069 6456939 6745226 6457497 6744069 -280876 0 6463193 6354 6456839 SHORT-TERM PUBLICLY TRADED SECURITIES P 2025-01-01 2025-12-31 1467428 1480158 -12730 0 -12730 LONG-TERM PUBLICLY TRADED SECURITIES P 2024-01-01 2025-12-31 1339783 1209738 130045 0 130045 117315 3629 0 3629 3629 2232 0 2232 X 0 1397 0 false false false false false false false true true CO true false false false false true WWW.BRETTFOUNDATION.ORG THE FOUNDATION 3034421200 1123 SPRUCE STREET BOULDER CO 803024001 false false false false false false false false false false false false false false false false false false false false 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 1 MB Strategies LTD 1123 Spruce St Boulder CO 80302 Office Management 59000 0 None None 0 9333975 197988 0 9531963 0 9531963 142979 9388984 469449 469449 3629 3629 465820 465820 465820 552080 0 0 552080 465820 0 2022 2021 0 115268 23960 189721 136442 119455 584846 552080 0 0 0 465820 86260 0 671106 0 0 0 0 0 115268 555838 23960 189721 136442 119455 86260 LINDA J SHOEMAKER PRESIDENT STEPHEN M BRETT CHAIRMAN THE BRETT FAMILY FOUNDATION 1123 SPRUCE STREET BOULDER CO 80302 3034421200 INFO@BRETTFOUNDATION.ORG 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). GRANT CYCLE DEADLINES ARE ACCORDING TO PROGRAM AREA. PLEASE SEE WEBSITE (WWW.BRETTFOUNDATION.ORG). 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. ASPEN JOURNALISM 1280 UTE AVENUE SUITE 9 Aspen CO 81611 N/A PC General Support 5000 Civic News Company 450 7th Avenue 32nd Floor New York NY 10123 N/A PC General support 7500 COBALT FOUNDATION PO BOX 22485 Denver CO 80222 N/A PC General support 7500 COLORADO CIVIC ENGAGEMENT ROUNDTABLE PO BOX 1620 Denver CO 80201 N/A PC General Support 5000 COLORADO DEMOCRACY NETWORK 1624 MARKET STREET SUITE 475 Denver CO 80201 N/A PC General support 10000 COLORADO FISCAL INSTITUTE 1905 SHERMAN STREET SUITE 225 Denver CO 80203 N/A PC General support 5000 COLORADO FREEDOM OF INFORMATION COUNCIL 2101 ARAPAHOE STREET Denver CO 80205 N/A PC General Support 3000 Colorado Immigrant Justice Fund 2949 N Lafayette St Denver CO 80205 N/A PC General support 8000 COLORADO IMMIGRANT RIGHTS COALITION 2525 W ALAMEDA AVENUE Denver CO 80219 N/A PC General support 10000 Colorado Organization for Latina Opportunity and Reproductive Right PO Box 40991 Denver CO 80204 N/A PC General Support 5000 COLORADO SYMPHONY ASSOCIATION 1000 14TH STREET 15 Denver CO 80202 N/A PC General Support 15000 COLORADO TIMES RECORDER 1738 WYNKOOP STE 302 Denver CO 80202 N/A PC General Support 15000 COMMON CAUSE EDUCATION FUND 805 15TH STREET 800 Washington DC 20005 N/A PC General Support 7500 COMMUNITY RESOURCE CENTER INC 789 SHERMAN STREET SUITE 210 Denver CO 80203 N/A PC General support 13000 CONSERVATION COLORADO EDUCATION FUND 1536 WYNKOOP STREET SUITE 510 Denver CO 80202 N/A PC General support 10000 CRESTONE EAGLE COMMUNITY MEDIA PO BOX 101 Crestone CO 81131 N/A PC General Support 3000 FLORENCE CRITTENTON SERVICES OF COLORADO 96 S Zuni St Denver CO 80223 N/A PC General Support 5000 FRASER VALLEY COMMUNITY MEDIA 551 ZEREX AVENUE SUITE 206 FRASER CO 80442 N/A PC General Support 3000 FUTURO MEDIA GROUP 361 WEST 125TH STREET 6TH FLOOR New York NY 10027 N/A PC General Support 5000 GOOD BUSINESS COLORADO 1420 OGDEN STREET SUITE G2 Denver CO 80218 N/A PC General Support 2500 GREAT EDUCATION COLORADO FUND 1355 S COLORADO BOULEVARD C-500 Denver CO 80222 N/A PC General support 5000 IMPACT CHARITABLE 1536 Wynkoop St Suite 223 Denver CO 80202 N/A PC Oxygen Fund 10000 Impact on education INC 721 Front Street Suite A Louisville CO 80027 N/A PC General support 5000 LATINO COMMUNITY FOUNDATION OF COLORADO INC 2250 S ONEIDA STREET SUITE 102 Denver CO 80224 N/A PC CIFC 5000 MAINSTREAM COLORADO EDUCATION 191 University Blvd Ste 118 Denver CO 80206 N/A PC General Support 5000 NATIONAL TRUST FOR LOCAL NEWS 801 MARKET STREET SUITE 300 PHILADELPHIA PA 19107 N/A PC General support 5000 NEW ERA COLORADO FOUNDATION 1648 SPRUCE STREET Boulder CO 80302 N/A PC General Support 35000 PROGRESSNOW COLORADO EDUCATION 1536 WYNKOOP STREET SUITE 300 Denver CO 80202 N/A PC General Support 10000 PUBLIC BROADCASTING OF COLORADO INC 7409 SOUTH ALTON COURT CENTENNIAL CO 80112 N/A PC General Support 10000 Rocky Mountain Planned Parenthood 8765 E Orchard Rd Ste 702 Greenwood Village CO 80111 N/A PC General support 3000 Rose Community Foundation 4500 Cherry Creek Dr S Suite 900 Denver CO 80246 N/A PC General support 4000 SOPRIS SUN INC PO BOX 399 CARBONDALE CO 81623 N/A PC General Support 3500 Tenderfoot Transmitting Inc PO Box 596 Salida CO 81201 N/A PC General support 2500 THE BELL POLICY CENTER 303 E 17TH AVENUE SUITE 400 Denver CO 80203 N/A PC General support 60000 THE COLORADO EDUCATION INITIATIVE 3000 LAWRENCE STREET 135 Denver CO 80205 N/A PC COLORADO TRUSTEE NETWORK 5000 THE COMMUNITY FOUNDATION SERVING BOULDER COUNTY 1123 SPRUCE STREET Boulder CO 80302 N/A PC BRETT - SHOEMAKER FUND: LYONS COMMUNITY FOUNDATION 90000 TOGETHER COLORADO 1980 DAHLIA STREET Denver CO 80220 N/A PC General support 5000 TRANSFORMATIVE LEADERSHIP FOR CHANGE 801 S PECOS STREET Denver CO 80223 N/A PC General Support 5000 UNIVERSITY OF COLORADO FOUNDATION 10901 WEST 120TH AVENUE SUITE 200 Broomfield CO 80021 N/A PC CMDI 10000 UNIVERSITY OF COLORADO FOUNDATION 10901 WEST 120TH AVENUE SUITE 200 Broomfield CO 80021 N/A PC Center for African and African American Studies 30000 UNIVERSITY OF COLORADO FOUNDATION 10901 WEST 120TH AVENUE SUITE 200 Broomfield CO 80021 N/A PC STRATEGIC RELATIONS AND COMMUNICATIONS 1000 UNIVERSITY OF COLORADO FOUNDATION 10901 WEST 120TH AVENUE SUITE 200 Broomfield CO 80021 N/A PC General Support 5000 University Of Wyoming Foundation 1200 E Ivinson Ave Laramie WY 82070 N/A PC General support 4000 WESTERN COLORADO ALLIANCE PO BOX 1931 Grand Junction CO 81502 N/A PC General Support 5000 WESTERN RESOURCE ADVOCATES 2260 BASELINE ROAD UNIT 200 Boulder CO 80302 N/A PC General Support 8000 YOUNG INVINCIBLES 25 BROADWAY 12TH FLOOR New York NY 10004 N/A PC General support 5000 481000 0 14 7002 14 236088 18 127414 NONDIVIDEND DISTRIBUTION 1 134 0 370638 0 370638 false false false false false false false false false false ACCOUNTING FEES 6541 654 5887 PUBLICLY TRADED SECURITIES 2024-01 P 2025-12 2827799 2700385 127414 JP Morgan - Corporate Bonds (See Attachment) 2569031 2609544 JP Morgan - Corporate Stock (See Attachment) 3648720 7250690 Cost Basis Adjustment 6354 DUES AND SUBSCRIPTIONS 688 69 619 OFFICE EXPENSE 1041 104 937 POSTAGE AND SHIPPING 107 11 96 PARKING 27 3 24 INTERNET & WEBSITE 346 35 311 INVESTMENT EXPENSES 1083 1083 FEES & LICENSES 25 3 22 BANK SERVICE CHARGES 185 19 166 NONDIVIDEND DISTRIBUTION 134 CREDIT CARD PAYABLE 1157 558 INVESTMENT MANAGEMENT FEES 93906 93906 Foundation Manager 59100 1180 57820 FOREIGN TAXES PAID 2119 2119