STRATEGY STUDIO / PUBLIC DATA EXPLORER

SANFORD J GROSSMAN CHARITABLE TR

Cite this

Plain text SANFORD J GROSSMAN CHARITABLE TR. Strategy Studio, nonprofit organization profile, tax years 2010–2025. https://strategystudio.org/org/336316059. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). SANFORD J GROSSMAN CHARITABLE TR [Nonprofit organization profile; tax years 2010–2025]. Retrieved October 19, 2026, from https://strategystudio.org/org/336316059

MLA “SANFORD J GROSSMAN CHARITABLE TR.” Strategy Studio, tax years 2010–2025, https://strategystudio.org/org/336316059. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2010–2025. Data: Strategy Studio, CC BY 4.0.

2025 · Form 990PF · revenue $4.3M · expenses $1.2M · assets $11.0M

Also known as
CO Quantitative Financial Strategies
EIN
33-6316059
Address
PO BOX 8923, ASPEN, CO 81612-8923
NTEE code
T20
Subsection
501(c)(3)
Ruling year
2003
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 6 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

6 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Sanford J Grossman Trustee2011-2025 2 $0 reported 1
Mitchell Maresco (former) VICE PRESIDENT2011 1 $0 reported 1
David Zimmerman (former) SECRETARY2011 1 $0 reported 1
Sanford J Grossman Co Qfs Inc Institution (former) TRUSTEE2010 2 $0 reported 1
Mitchell Maresco Co Qfs Inc Institution (former) VICE PRESIDENT2010 1 $0 reported 1
David Zimmerman Co Qfs Inc Institution (former) SECRETARY2010 1 $0 reported 1

People by year

2025 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Sanford J Grossman Trustee2 $0-- $01
2024 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Sanford J Grossman Trustee2 $0-- $01
2023 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Sanford J Grossman Trustee2 $0-- $01
2022 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Sanford J Grossman Trustee2 $0-- $01
2021 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Sanford J Grossman Trustee2 $0-- $01
2020 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Sanford J Grossman Trustee2 $0-- $01
2019 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Sanford J Grossman Trustee2 $0-- $01
2018 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SANFORD J GROSSMAN TRUSTEE2 $0-$0 $01
2017 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SANFORD J GROSSMAN TRUSTEE2 $0-$0 $01
2016 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SANFORD J GROSSMAN TRUSTEE2 $0-$0 $01
2015 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SANFORD J GROSSMAN TRUSTEE2 $0-$0 $01
2014 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SANFORD J GROSSMAN TRUSTEE2 $0-$0 $01
2013 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SANFORD J GROSSMAN TRUSTEE2 $0-$0 $01
2011 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SANFORD J GROSSMAN TRUSTEE2 $0-$0 $01
MITCHELL MARESCO VICE PRESIDENT1 $0-$0 $01
DAVID ZIMMERMAN SECRETARY1 $0-$0 $01
2010 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SANFORD J GROSSMAN CO QFS INC Institution TRUSTEE2 $0-$0 $01
MITCHELL MARESCO CO QFS INC Institution VICE PRESIDENT1 $0-$0 $01
DAVID ZIMMERMAN CO QFS INC Institution SECRETARY1 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 0 grants to organizations · $0 · 10 grants to individuals · $984K
2024 · 0 grants to organizations · $0 · 5 grants to individuals · $1.4M
2023 · 0 grants to organizations · $0 · 3 grants to individuals · $1.1M
2022 · 0 grants to organizations · $0 · 8 grants to individuals · $2.5M
2021 · 0 grants to organizations · $0 · 5 grants to individuals · $1.5M
2020 · 0 grants to organizations · $0 · 2 grants to individuals · $938K
2019 · 0 grants to organizations · $0 · 12 grants to individuals · $1.2M
2018 · 5 grants to organizations · $1.3M
2017 · 7 grants to organizations · $837K
2016 · 9 grants to organizations · $703K
2015 · 10 grants to organizations · $325K
2014 · 9 grants to organizations · $298K
2013 · 6 grants to organizations · $300K
2011 · 10 grants to organizations · $67K
2010 · 12 grants to organizations · $212K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2025 · 1 contributor · $4.0M
#ContributorTypeCity, stateTotalNoncashSource
1 Sanford J Grossman Person Aspen, CO $3,995,420$3,995,420 Form 990PF Sch. B, 2025 · filing
2024 · 1 contributor · $1.0M
#ContributorTypeCity, stateTotalNoncashSource
1 Sanford J Grossman Person Aspen, CO $1,001,859$1,001,859 Form 990PF Sch. B, 2024 · filing
2022 · 1 contributor · $1.5M
#ContributorTypeCity, stateTotalNoncashSource
1 Sanford J Grossman Person Basalt, CO $1,503,246$1,503,246 Form 990PF Sch. B, 2022 · filing
2021 · 1 contributor · $1.0M
#ContributorTypeCity, stateTotalNoncashSource
1 Sanford J Grossman Person Basalt, CO $1,016,352$1,016,352 Form 990PF Sch. B, 2021 · filing
2020 · 1 contributor · $1.6M
#ContributorTypeCity, stateTotalNoncashSource
1 Sanford J Grossman Person Basalt, CO $1,605,361$1,605,361 Form 990PF Sch. B, 2020 · filing
2019 · 1 contributor · $3.1M
#ContributorTypeCity, stateTotalNoncashSource
1 Sanford J Grossman Person Basalt, CO $3,087,825$3,087,825 Form 990PF Sch. B, 2019 · filing
2018 · 1 contributor · $2.8M
#ContributorTypeCity, stateTotalNoncashSource
1 SANFORD J GROSSMAN Organization or other BASALT, CO $2,798,920$2,798,920 Form 990PF Sch. B, 2018 · filing
2016 · 1 contributor · $2.9M
#ContributorTypeCity, stateTotalNoncashSource
1 SANFORD J GROSSMAN Organization or other BASALT, CO $2,912,014$2,912,014 Form 990PF Sch. B, 2016 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$4,326,423$1,205,814 $10,996,978$10,996,878 $3,995,420- ---
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$1,320,243$1,495,356 $7,989,947$7,973,601 $1,001,859- ---
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$388,755$1,389,884 $8,699,634$8,699,634 -- ---
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$1,869,610$2,901,371 $9,863,024$9,862,439 $1,503,246- ---
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$1,175,971$1,549,342 $8,599,778$8,599,778 $1,016,352- ---
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$1,780,471$1,032,635 $6,898,380$6,898,380 $1,605,361- ---
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$3,199,939$1,447,256 $6,838,571$6,819,316 $3,087,825- ---
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$2,873,186$1,575,087 $4,888,804$4,859,925 $2,798,920- $0--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$177,538$1,011,005 $3,643,797$3,627,431 -- $0--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$3,051,347$775,697 $4,088,540$4,088,540 $2,912,014- $0--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$41,292$355,264 $1,952,479$1,947,103 -- $0--
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$44,612$307,140 $2,286,195$2,282,450 -- $0--
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
$126,871$310,786 $2,549,277$2,549,277 -- $0--
2011 · Form 990PF period ending 2011-12-31 · view filing · original 990 ↗
$566,328$87,915 $3,789,479$3,789,479 -- $0--
2010 · Form 990PF period ending 2010-12-31 · view filing · original 990 ↗
$392,623$229,100 $3,316,852$3,316,852 -- $0--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
THE ANNA AND JOHN J SIE FOUNDATIONCOT20 $4,845,761$5,780,857 ED$157,278 Same NTEE code T20, revenue within 2x, same state
LEGATO FOUNDATION TRCOT20 $5,239,492$418,227 Trustee$0 Same NTEE code T20, revenue within 2x, same state
THE CARUSO FOUNDATIONCOT20 $3,824,840$2,173,398 President$0 Same NTEE code T20, revenue within 2x, same state
SEAY FOUNDATIONCOT20 $3,834,889$1,649,188 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
GOLDEN POND FOUNDATIONCOT20 $4,335,424$654,918 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
YAGAN FAMILY FOUNDATIONCOT20 $4,112,858$2,703,982 Trustee$0 Same NTEE code T20, revenue within 2x, same state
STALEY FAMILY FOUNDATIONCOT20 $5,372,704$4,716,462 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
BONFILS-STANTON FOUNDATIONCOT20 $5,482,841$7,255,025 CEO/PRES$345,909 Same NTEE code T20, revenue within 2x, same state
FOUNDATION FOR EDUCATIONAL EXCELLENCECOT20 $5,478,064$4,720,355 MANAGING DIRECTOR$150,000 Same NTEE code T20, revenue within 2x, same state
LEVERLAB FOUNDATIONCOT20 $4,219,058$1,502,363 PRESIDENT/TREASURER$0 Same NTEE code T20, revenue within 2x, same state
PEMA FOUNDATION INCCOT20 $4,150,145$6,753,243 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
NAGEL FOUNDATIONCOT20 $3,743,970$1,918,873 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
FLORA AND MORRIS MIZEL FOUNDATION ICOT20 $3,681,514$1,540,932 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
ZOMA FOUNDATIONCOT20 $5,376,616$28,942,330 DIRECTOR/ CO-PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
CURTIS CHARITABLE TRMAT20 $3,869,199$150,426 TRUSTEE$0 Same NTEE code T20, revenue within 2x
ETZCHAIM CHARITABLE TRFLT20 $3,941,605$2,724,188 TRUSTEE$0 Same NTEE code T20, revenue within 2x
SAMSON CHARITABLE MEMORIAL TRMNT20 $3,461,204$883,527 TRUSTEE$122,103 Same NTEE code T20, revenue within 2x
JOHNSON CHARITABLE TRUSTORT20 $4,163,755$2,126,817 PRESIDENT$0 Same NTEE code T20, revenue within 2x
JOHN D BRUBAKER CHARITABLE TRILT20 $3,837,912$2,661,322 TRUSTEE$30,000 Same NTEE code T20, revenue within 2x
FICHTENBAUM CHARITABLE TRTXT20 $4,436,567$3,111,408 CO-TRUSTEE$384,555 Same NTEE code T20, revenue within 2x
MARY D CLAPHAM CHARITABLE TRILT20 $3,646,632$2,778,627 TRUSTEE$237,178 Same NTEE code T20, revenue within 2x
D&G CHARITABLE FUNDWAT20 $4,902,241$9,591,398 TRUSTEE$36,275 Same NTEE code T20, revenue within 2x
BEAVERS CHARITABLE TRUSTCAT20 $4,039,559$3,043,275 CHAIR$0 Same NTEE code T20, revenue within 2x
GERHART FAMILY CHARITABLE TRUSTPAT20 $3,913,577$1,360,127 TRUSTEE$10,000 Same NTEE code T20, revenue within 2x
JAMES AND BEATRICE SALAH CHARITABLE TRUSTFLT20 $5,578,979$6,166,440 TRUSTEE$300,000 Same NTEE code T20, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
ROBERTSON FOUNDATION FOR GOVERNMENT INC Private foundation$15,303,0472 12020–2021 CHARLES AND MARIE ROBERTSON FOUNDATION
TING TSUNG AND WEI FONG CHAO FOUNDATION Private foundation$5,700,0006 12017–2022 FOUNDATION FOR CHINESE CULTURAL HERITAGE
BOGLE FAMILY FOUNDATION Private foundation$3,363,0681 12022–2022 BECKY AND BOB ALEXANDER CHARITABLE FOUNDATION
CHARLOTTESVILLE AREA COMMUNITY FOUNDATION DAF sponsor$2,770,9383 12020–2021 AFFORDABLE HOUSING OPPORTUNITY FUND INC
QUANTITATIVE FOUNDATION Private foundation$1,000,0001 12023–2023 AFFORDABLE HOUSING OPPORTUNITY FUND INC
DENVER FOUNDATION DAF sponsor$948,9971 12012–2012 FOUNDATION FOR EDUCATIONAL EXCELLENCE
MANNING FAMILY FOUNDATION Private foundation$920,0004 12021–2024 AFFORDABLE HOUSING OPPORTUNITY FUND INC
GROSS FAMILY CHARITABLE FOUNDATION Private foundation$800,0001 12023–2023 AFFORDABLE HOUSING OPPORTUNITY FUND INC
THE FINE FOUNDATION Private foundation$413,8368 12011–2018 FINE FAMILY CHARITABLE FOUNDATION
PRAXIS FOUNDATION Private foundation$320,1273 12020–2024 AFFORDABLE HOUSING OPPORTUNITY FUND INC
GARY PHILANTHROPY Private foundation$255,0001 12020–2020 FOUNDATION FOR EDUCATIONAL EXCELLENCE
LIBBY ANSCHUTZ FOUNDATION Private foundation$175,0004 12019–2022 FOUNDATION FOR EDUCATIONAL EXCELLENCE
MILE HIGH UNITED WAY INC DAF sponsor$173,8323 12020–2024 FOUNDATION FOR EDUCATIONAL EXCELLENCE
NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor$120,0002 12023–2024 FOUNDATION FOR EDUCATIONAL EXCELLENCE
BOSTON FOUNDATION INC DAF sponsor$60,9001 12024–2024 FOUNDATION FOR EDUCATIONAL EXCELLENCE

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $1,205,814 spent · pay $0 · grants $984,435 · events $204,842
LineAs describedTotalShare
Contributions, gifts, grants paid $984,435 81.6%
Travel, conferences and meetings $204,842 17.0%
Fees: accounting $7,087 0.6%
Other expenses $6,046 0.5%
Taxes $3,404 0.3%
Total$1,205,814100%

View the filing

2024 · Form 990PF · $1,495,356 spent · pay $0 · grants $1,388,066 · events $77,599
LineAs describedTotalShare
Contributions, gifts, grants paid $1,388,066 92.8%
Travel, conferences and meetings $77,599 5.2%
Other expenses $15,616 1.0%
Fees: accounting $8,438 0.6%
Taxes $5,637 0.4%
Total$1,495,356100%

View the filing

2023 · Form 990PF · $1,389,884 spent · pay $0 · grants $1,065,405 · events $285,896
LineAs describedTotalShare
Contributions, gifts, grants paid $1,065,405 76.7%
Travel, conferences and meetings $285,896 20.6%
Other expenses $18,176 1.3%
Fees: accounting $13,454 1.0%
Taxes $6,953 0.5%
Total$1,389,884100%

View the filing

2022 · Form 990PF · $2,901,371 spent · pay $0 · grants $2,490,414 · events $373,674
LineAs describedTotalShare
Contributions, gifts, grants paid $2,490,414 85.8%
Travel, conferences and meetings $373,674 12.9%
Other expenses $22,803 0.8%
Fees: accounting $11,730 0.4%
Taxes $2,750 0.1%
Total$2,901,371100%

View the filing

2021 · Form 990PF · $1,549,342 spent · pay $0 · grants $1,478,746 · events $55,662
LineAs describedTotalShare
Contributions, gifts, grants paid $1,478,746 95.4%
Travel, conferences and meetings $55,662 3.6%
Fees: accounting $8,424 0.5%
Taxes $4,164 0.3%
Other expenses $2,346 0.2%
Total$1,549,342100%

View the filing

2020 · Form 990PF · $1,032,635 spent · pay $0 · grants $937,671 · events $88,896
LineAs describedTotalShare
Contributions, gifts, grants paid $937,671 90.8%
Travel, conferences and meetings $88,896 8.6%
Other expenses $2,591 0.3%
Fees: accounting $2,250 0.2%
Taxes $1,227 0.1%
Total$1,032,635100%

View the filing

2019 · Form 990PF · $1,447,256 spent · pay $0 · grants $1,189,389 · events $214,775
LineAs describedTotalShare
Contributions, gifts, grants paid $1,189,389 82.2%
Travel, conferences and meetings $214,775 14.8%
Other expenses $39,424 2.7%
Fees: accounting $2,600 0.2%
Taxes $1,068 0.1%
Total$1,447,256100%

View the filing

2018 · Form 990PF · $1,575,087 spent · pay $0 · grants $1,322,054 · events $216,026
LineAs describedTotalShare
Contributions, gifts, grants paid $1,322,054 83.9%
Travel, conferences and meetings $216,026 13.7%
Taxes $22,130 1.4%
Other expenses $12,377 0.8%
Fees: accounting $2,500 0.2%
Total$1,575,087100%

View the filing

2017 · Form 990PF · $1,011,005 spent · pay $0 · grants $837,402 · events $160,364
LineAs describedTotalShare
Contributions, gifts, grants paid $837,402 82.8%
Travel, conferences and meetings $160,364 15.9%
Taxes $6,547 0.6%
Other expenses $4,308 0.4%
Fees: accounting $2,384 0.2%
Total$1,011,005100%

View the filing

2016 · Form 990PF · $775,697 spent · pay $0 · grants $702,852 · events $39,213
LineAs describedTotalShare
Contributions, gifts, grants paid $702,852 90.6%
Travel, conferences and meetings $39,213 5.1%
Taxes $29,145 3.8%
Fees: accounting $2,600 0.3%
Other expenses $1,887 0.2%
Total$775,697100%

View the filing

2015 · Form 990PF · $355,264 spent · pay $0 · grants $325,466 · events $26,935
LineAs describedTotalShare
Contributions, gifts, grants paid $325,466 91.6%
Travel, conferences and meetings $26,935 7.6%
Fees: accounting $2,000 0.6%
Other expenses $667 0.2%
Taxes $196 0.1%
Total$355,264100%

View the filing

2014 · Form 990PF · $307,140 spent · pay $0 · grants $297,945 · events $4,149
LineAs describedTotalShare
Contributions, gifts, grants paid $297,945 97.0%
Fees: accounting $4,250 1.4%
Travel, conferences and meetings $4,149 1.4%
Other expenses $796 0.3%
Total$307,140100%

View the filing

2013 · Form 990PF · $310,786 spent · pay $0 · grants $300,365 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $300,365 96.6%
Fees: accounting $5,500 1.8%
Other expenses $4,335 1.4%
Fees: legal $450 0.1%
Taxes $136 0.0%
Total$310,786100%

View the filing

2011 · Form 990PF · $87,915 spent · pay $0 · grants $67,401 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $67,401 76.7%
Taxes $16,000 18.2%
Fees: accounting $3,500 4.0%
Other expenses $1,014 1.2%
Total$87,915100%

View the filing

2010 · Form 990PF · $229,100 spent · pay $0 · grants $212,056 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $212,056 92.6%
Taxes $12,218 5.3%
Fees: accounting $3,750 1.6%
Other expenses $1,076 0.5%
Total$229,100100%

View the filing