MARGULF FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MARGULF FOUNDATION (EIN 13-2927245)
- Tax period
- 2024-12-01 to 2025-11-30
- Filed
- 2026-05-26
- IRS object ID
- 202601469349100230
- Schema version
- 2024v5.5
- 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
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-26T19:01:14-05:00 | ReturnTs |
| Tax Period End | 2025-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH SIXTH STREET | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132927245 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGULF FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARG | BusinessNameControlTxt |
| Phone | 7204600557 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4500 E CHERRY CREEK SOUTH DR 250 | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80246 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EUNICE KIM | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3035924852 | PhoneNum |
| Signature | 2026-05-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH REDDEN | PreparerPersonNm |
| PTIN | P00898534 | PTIN |
| Phone | 6123974000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $287,619,197 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $414,951 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,769,276 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,033,063 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,781,578 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $7,019,871 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,777,543 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,965,805 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,830,477 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $781,344 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $36,291 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $745,053 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $704,804 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $698,776 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $258,983 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $8,660 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $252,105 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,024 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,691 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $78,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $78,950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $936,610 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $549,305 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $287,305 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $145,073 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $5,074 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $55,011 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $261,977 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $272,474 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $187,533 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $187,375 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,726 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,726 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $125,706 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $127,154 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,541,741 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $594,256 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,659,683 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,676,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,751,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,217,941 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $594,256 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,410,883 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$252,136 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,236,221 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $720,030 | CashBOYAmt |
| Cash EOY | $1,731,925 | CashEOYAmt |
| Cash EOYFMV | $1,731,925 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,670,401 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,886,211 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,886,211 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $29,517 | AcctRcvblAmt |
| Acct Rcvbl BOY | $29,711 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $29,517 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $29,517 | AcctRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $3,345,139 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $2,934,017 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $2,934,017 | RcvblFromOfficersEOYFMVAmt |
| Prepaid Expenses BOY | $154,519 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $54,121 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $54,121 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $266,719,430 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $272,859,266 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $272,859,266 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $375,655 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $275,661 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $155,005 | LandBOYAmt |
| Land EOY | $99,994 | LandEOYAmt |
| Land EOYFMV | $99,993 | LandEOYFMVAmt |
| Other Assets BOY | $42,153 | OtherAssetsBOYAmt |
| Other Assets EOY | $24,147 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $24,147 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $279,836,388 | TotalAssetsBOYAmt |
| Total Assets EOY | $287,619,198 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $287,619,197 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $234,463 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $161,370 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $32,510 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $22,995 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $266,973 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $184,365 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $279,569,415 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $287,434,833 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $279,569,415 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $287,434,833 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $279,836,388 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $287,619,198 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $279,569,415 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$252,136 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,117,554 | OtherIncreasesAmt |
| Subtotal | $287,434,833 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $287,434,833 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| SEMPER VIC PARTNERS | D | $48,448 | $48,448 |
| WELLINGTON TRUST COMPANY | P | $27,631 | $27,631 |
| ANCHORAGE ILLIQUID OPPORTUNITIES OFFSHORE VI LP | P | $51,590 | $51,590 |
| FARALLON CAPITAL INSTITUTIONAL PARTNERS, LP | P | $587,966 | $587,966 |
| DAVIDSON KEMPNER | P | $163,619 | $163,619 |
| GQG PARTNERS | D | $1,149,079 | $1,149,079 |
| INDUS SELECT | D | $389,684 | $389,684 |
| JUNTO CAPITAL | D | $741,215 | $741,215 |
| CASDIN PRIVATE GROWTH EQUITY FUND | P | -$142,523 | -$142,523 |
| CASDIN PRIVATE GROWTH EQUITY FUND II | P | $97,193 | $97,193 |
| RENAISSANCE INST EQUITIES FUND LLC | P | $287,876 | $287,876 |
| OWL VENTURES III, LP | P | -$73,372 | -$73,372 |
| OWL VENTURES IV, LP | P | -$53,027 | -$53,027 |
| ANCHORAGE CREDIT OPPORTUNITIES OFFSHORE FUND VIII LP | P | $10,495 | $10,495 |
| PUBLICLY TRADED SECURITIES | $2,928,440 | $2,928,440 | |
| MAINSAIL PARTNERS V | P | $802,750 | $802,750 |
| MAINSAIL PARTNERS VI | P | $6 | $6 |
| CETOM ASSOCIATES LP | D | $2,801 | $2,801 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,019,871 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $225,683 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $225,683 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $225,683 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $238,923 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $238,923 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,240 | OverpaymentAmt |
| Applied To ES Tax | $13,240 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Org Report Or Register State | DE | 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 | MARGULFFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGULF FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7204600557 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4500 E CHERRY CREEK SOUTH DR 250 | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80246 | ZIPCd |
| 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 | Yes (1) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JEREMY FLUG | ||||||||
| 4500 E CHERRY CREEK S DR SUITE 250 | DENVER | CO | 80246 | MEMBER | 0.00 | $0 | $0 | $0 |
| RAMSAY STABLER | ||||||||
| 4500 E CHERRY CREEK S DR SUITE 250 | DENVER | CO | 80246 | DIRECTOR, SECRETARY | 2.00 | $0 | $0 | $0 |
| VICKI FLUG STERLING | ||||||||
| 4500 E CHERRY CREEK S DR SUITE 250 | DENVER | CO | 80246 | DIRECTOR, PRESIDENT | 2.00 | $0 | $0 | $0 |
| EUNICE KIM | ||||||||
| 4500 E CHERRY CREEK S DR SUITE 250 | DENVER | CO | 80246 | DIRECTOR, TREASURER | 2.00 | $0 | $0 | $0 |
| ELIZABETH AYBAR CONTI | ||||||||
| 4500 E CHERRY CREEK S DR SUITE 250 | DENVER | CO | 80246 | CHIEF EXECUTIVE OFFICER | 40.00 | $376,735 | $84,502 | $9,116 |
| SONYA MARQUES-CORREIA | ||||||||
| 4500 E CHERRY CREEK S DR SUITE 250 | DENVER | CO | 80246 | CHIEF FINANCIAL OFFICER | 40.00 | $308,542 | $38,481 | $9,850 |
| DWIGHT JONES | ||||||||
| 4500 E CHERRY CREEK S DR SUITE 250 | DENVER | CO | 80246 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MARGO FLUG START 1212024 | ||||||||
| 4500 E CHERRY CREEK S DR SUITE 250 | DENVER | CO | 80246 | DIRECTOR | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LOGAN BOON | ||||||||
| 4500 E CHERRY CREEK S DR 250 | GLENDALE | CO | 80246 | DIRECTOR OF GRANTMAK | 40.00 | $188,275 | $35,677 | $7,259 |
| BRENDA CALDERON | ||||||||
| 4500 E CHERRY CREEK S DR 250 | GLENDALE | CO | 80246 | MANAGER, STRATEGIC I | 40.00 | $152,850 | $13,572 | $9,326 |
| KIMBERLY MARTINEZ | ||||||||
| 4500 E CHERRY CREEK S DR 250 | GLENDALE | CO | 80246 | SENIOR ACCOUNTANT | 40.00 | $151,038 | $12,307 | $9,416 |
| DEE ARIAS | ||||||||
| 4500 E CHERRY CREEK S DR 250 | GLENDALE | CO | 80246 | OPERATIONS COORDINAT | 40.00 | $88,940 | $16,511 | $10,017 |
| LINA OSMUNDSON | ||||||||
| 4500 E CHERRY CREEK S DR 250 | GLENDALE | CO | 80246 | GRANTS COORDINATOR | 40.00 | $96,745 | $11,347 | $6,362 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MONTICELLO ASSOCIATES INC | |||||
| 1800 LARIMER STREET SUITE 2100 | DENVER | CO | 80202 | INVESTMENT SERVICES | $280,000 |
| WELLINGTON TRUST COMPANY | |||||
| 280 CONGRESS STREET | BOSTON | MA | 02210 | INVESTMENT SERVICES | $164,305 |
| 901JOHN LLC DBA CENTERED ADVISING | |||||
| 1824 THORPSHIRE DRIVE | RALEIGH | NC | 27615 | CONSULTING SERVICES | $156,584 |
| THE NORTHERN TRUST COMPANY | |||||
| PO BOX 804298 | CHICAGO | IL | 60680 | CUSTODIAN FEES | $100,000 |
| THE TEACHING WELL | |||||
| 360 GRAND AVE 77 | OAKLAND | CA | 94610 | CONSULTING SERVICES | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $70,976,455 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,816,564 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $199,245,339 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $279,038,358 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $279,038,358 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,185,575 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $274,852,783 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,742,639 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,742,639 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $225,683 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $225,683 | TotalTaxAmt |
| Distributable Before Adj | $13,516,956 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,516,956 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,516,956 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,410,883 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $13,410,883 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,516,956 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $444,512 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,410,883 | QualifyingDistributionsAmt |
| Applied To Year1 | $444,512 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,966,371 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $550,585 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (124 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 40 | ||||||||
| 612 HIGGINS DR 3RD FLOOR | NEW ORLEANS | LA | 70130 | NONE | PC | GENERAL OPERATING GRANT | $260,000 | |
| 40 | ||||||||
| 612 HIGGINS DR 3RD FLOOR | NEW ORLEANS | LA | 70130 | NONE | PC | COLLABORATION GRANT - 4.0 AND CAMELBACK | $30,000 | |
| ACLU FOUNDATION | ||||||||
| 125 BROAD ST 18TH FL | NEW YORK | NY | 10004 | NONE | PC | RESTRICTED GRANT TO EDUCATION-RELATED PROGRAMMING AND OPERATIONS | $25,000 | |
| AFRICAN LEADERSHIP GROUP (CO CNDC) | ||||||||
| PO BOX 18770 | DENVER | CO | 80218 | NONE | NC | GENERAL OPERATING GRANT | $60,000 | |
| AFRICAN LEADERSHIP GROUP (CO CNDC) | ||||||||
| PO BOX 18770 | DENVER | CO | 80218 | NONE | NC | EMERGENCY HEALTH AND HUMAN SERVICES PROGRAMMING GRANT | $20,000 | |
| AMERICA'S PROMISE ALLIANCE | ||||||||
| 1110 VERMONT AVENUE NORTHWEST SUITE | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING GRANT RESTRICTED TO DENVER ALLIANCE | $52,500 | 900 |
| ANPO | ||||||||
| PO BOX 4392 | BOISE | ID | 83711 | NONE | PC | GENERAL OPERATING GRANT | $25,000 | |
| BELLWETHER EDUCATION PARTNERS | ||||||||
| 68 HARRISON AVENUE SUITE 605 PMB | BOSTON | MA | 021111929 | NONE | PC | RESTRICTED GRANT TO JUVENILE JUSTICE AND EDUCATION WORK | $75,000 | 735636 |
| BELLWETHER EDUCATION PARTNERS | ||||||||
| 68 HARRISON AVENUE SUITE 605 PMB | BOSTON | MA | 021111929 | NONE | PC | COLLABORATION GRANT - BELLWETHER AND IMMSCHOOLS | $30,000 | 735636 |
| BILINGUAL GENERATION LLC | ||||||||
| 1143 FRUITVALE DRIVE | HOUSTON | TX | 77038 | NONE | NC | GENERAL OPERATING GRANT | $75,000 | |
| BOYS AND GIRLS CLUBS OF THE SAN LUIS VALLEY | ||||||||
| PO BOX 1032 | ALAMOSA | CO | 811011032 | NONE | PC | GENERAL OPERATING GRANT | $310,000 | |
| BOYS AND GIRLS CLUBS OF THE SAN LUIS VALLEY | ||||||||
| PO BOX 1032 | ALAMOSA | CO | 811011032 | NONE | PC | COLLABORATION GRANT - BGCSLV AND JOY AS RESISTANCE | $30,000 | |
| BOYS AND GIRLS CLUBS OF THE SAN LUIS VALLEY | ||||||||
| PO BOX 1032 | ALAMOSA | CO | 811011032 | NONE | PC | COLLABORATION GRANT - BGCSLV AND BILINGUAL GENERATION | $30,000 | |
| BOYS AND GIRLS CLUBS OF THE SAN LUIS VALLEY | ||||||||
| PO BOX 1032 | ALAMOSA | CO | 811011032 | NONE | PC | EMERGENCY HEALTH AND HUMAN SERVICES PROGRAMMING GRANT | $20,000 | |
| BRANCH ALLIANCE FOR EDUCATOR DIVERSITY (BRANCHED) | ||||||||
| 100 WORLD DRIVE SUITE 101 | PEACHTREE CITY | GA | 30269 | NONE | PC | GENERAL OPERATING GRANT | $60,000 | |
| CAMELBACK VENTURES | ||||||||
| 9169 W STATE ST 430 | GARDEN CITY | ID | 83714 | NONE | PC | GENERAL OPERATING GRANT | $260,000 | |
| CAMELBACK VENTURES | ||||||||
| 9169 W STATE ST 430 | GARDEN CITY | ID | 83714 | NONE | PC | COLLABORATION GRANT - CAMELBACK, NEWSCHOOLS AND 4.0 | $30,000 | |
| CLEO PARKER ROBINSON DANCE | ||||||||
| 119 PARK AVENUE WEST | DENVER | CO | 80205 | NONE | PC | RESTRICTED GRANT TO CAPITAL CAMPAIGN | $25,000 | |
| COLLABORATIVE HEALING INITIATIVE WITHIN COMMUNITIES (CHIC) | ||||||||
| 1525 JOSEPHINE ST | DENVER | CO | 80206 | NONE | PC | GENERAL OPERATING GRANT | $360,000 | |
| COLLABORATIVE HEALING INITIATIVE WITHIN COMMUNITIES (CHIC) | ||||||||
| 1525 JOSEPHINE ST | DENVER | CO | 80206 | NONE | PC | EMERGENCY HEALTH AND HUMAN SERVICES PROGRAMMING GRANT | $20,000 | |
| COLORADO BALLET | ||||||||
| 1075 SANTA FE DRIVE | DENVER | CO | 80204 | NONE | PC | GENERAL OPERATING GRANT | $10,000 | |
| COLORADO EDUCATION INITIATIVE | ||||||||
| 3000 LAWRENCE ST SUITE 135 | DENVER | CO | 80205 | NONE | PC | GENERAL OPERATING GRANT | $310,000 | |
| COLORADO EDUCATION INITIATIVE | ||||||||
| 3000 LAWRENCE ST SUITE 135 | DENVER | CO | 80205 | NONE | PC | RESTRICTED GRANT TO EMBEDDING AI IN A REIMAGINED HIGH SCHOOL EXPERIENCE PROJECT | $124,000 | |
| COLORADO EDUCATION INITIATIVE | ||||||||
| 3000 LAWRENCE ST SUITE 135 | DENVER | CO | 80205 | NONE | PC | COLLABORATION GRANT EDNIUM AND CEI | $30,000 | |
| COLORADO PUBLIC RADIO | ||||||||
| 7409 SOUTH ALTON COURT | CENTENNIAL | CO | 80112 | NONE | PC | GENERAL OPERATING GRANT | $2,500 | |
| COLORADO SYMPHONY | ||||||||
| 1245 CHAMPA STREET | DENVER | CO | 80204 | NONE | PC | GENERAL OPERATING GRANT | $10,000 | |
| COLORADO YOUTH CONGRESS | ||||||||
| 1031 33RD ST | DENVER | CO | 80205 | NONE | PC | GENERAL OPERATING GRANT | $60,000 | |
| COLORADO YOUTH CONGRESS | ||||||||
| 1031 33RD ST | DENVER | CO | 80205 | NONE | PC | EMERGENCY HEALTH AND HUMAN SERVICES PROGRAMMING GRANT | $20,000 | |
| COMPASS ACADEMY | ||||||||
| 2285 S FEDERAL BOULEVARD | DENVER | CO | 80219 | NONE | PC | GENERAL OPERATING GRANT | $60,000 | |
| COMPASS ACADEMY | ||||||||
| 2285 S FEDERAL BOULEVARD | DENVER | CO | 80219 | NONE | PC | COLLABORATION GRANT - COMPASS ACADEMY AND TACT | $30,000 | |
| CONVIVIR | ||||||||
| 3264 LARIMER STREET UNIT D | DENVER | CO | 80205 | NONE | PC | GENERAL OPERATING GRANT | $60,000 | |
| CREATIVITY CHALLENGE COMMUNITY (CO DENVER PUBLIC SCHOOLS) | ||||||||
| 1551 SOUTH MONROE STREET | DENVER | CO | 80210 | NONE | GOV | GENERAL OPERATING GRANT | $60,000 | |
| CULTIVANDO | ||||||||
| PO BOX 273 | EASTLAKE | CO | 80614 | NONE | PC | GENERAL OPERATING GRANT | $60,000 | |
| CULTIVANDO | ||||||||
| PO BOX 273 | EASTLAKE | CO | 80614 | NONE | PC | EMERGENCY HEALTH AND HUMAN SERVICES PROGRAMMING GRANT | $20,000 | |
| DEMOCRACY FORWARD FOUNDATION | ||||||||
| 1445 NEW YORK AVENUE NORTHWEST | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING GRANT | $150,000 | SUITE 300 |
| DENVER ART MUSEUM | ||||||||
| 100 W 14TH AVENUE PARKWAY | DENVER | CO | 80204 | NONE | PC | GENERAL OPERATING GRANT | $10,000 | |
| EDNIUM THE ALUMNI COLLECTIVE | ||||||||
| PO BOX 19021 | DENVER | CO | 80219 | NONE | PC | GENERAL OPERATING GRANT | $160,000 | |
| EDUCATION LEADERS OF COLOR (EDLOC) | ||||||||
| 3680 WILSHIRE BOULEVARD SUITE | LOS ANGELES | CA | 90010 | NONE | PC | GENERAL OPERATING GRANT | $50,000 | P-04-1052 |
| ENSEMBLE LEARNING | ||||||||
| 8605 SANTA MONICA BOULEVARD PMB | WEST HOLLYWOOD | CA | 90069 | NONE | PC | GENERAL OPERATING GRANT | $60,000 | 29289 |
| FIRST SOUTHWEST COMMUNITY FUND | ||||||||
| PO BOX 1139 | ALAMOSA | CO | 81101 | NONE | PC | RESTRICTED GRANT TO COLORADO NONPROFIT BRIDGE LOAN FUND | $75,000 | |
| FORMATION VENTURES (CO CAMBIAR EDUCATION) | ||||||||
| 4653 CARMEL MOUNTAIN RD STE 308-97 | SAN DIEGO | CA | 92130 | NONE | NC | GENERAL OPERATING GRANT | $60,000 | |
| GENERATION TEACH | ||||||||
| 6 LIBERTY SQUARE 2062 | BOSTON | MA | 02109 | NONE | PC | GENERAL OPERATING GRANT | $75,000 | |
| GREEN SCHOOLS NATIONAL NETWORK | ||||||||
| 3083 BUCHMAYER BEND NE | IOWA CITY | IA | 52240 | NONE | PC | GENERAL OPERATING GRANT | $55,000 | |
| GRIPTAPE | ||||||||
| 1803 RIVERSIDE DRIVE 2F | NEW YORK | NY | 10034 | NONE | PC | GENERAL OPERATING GRANT | $260,000 | |
| HADANOU COLLECTIVE | ||||||||
| 3533 N MARION ST | DENVER | CO | 80205 | NONE | PC | RESTRICTED GRANT TO BOOT CAMP PROGRAM | $60,000 | |
| HARVARD UNIVERSITY | ||||||||
| 1033 MASSACHUSETTS AVE 5TH FL | CAMBRIDGE | MA | 02138 | NONE | PC | RESTRICTED GRANT TO THE HARVARD IMMIGRATION AND REFUGEE CLINIC | $75,000 | |
| IMMSCHOOLS | ||||||||
| PO BOX 181029 | DALLAS | TX | 75218 | NONE | PC | GENERAL OPERATING GRANT | $360,000 | |
| INDIGENOUS MONTESSORI INSTITUTE (PROGRAM OF KERES CHILDREN'S LEARNING CENTE | ||||||||
| PO BOX 113 | COCHITI PUEBLO | NM | 870720113 | NONE | PC | GENERAL OPERATING GRANT | $75,000 | |
| JEFFERSON COUNTY PUBLIC SCHOOLS | ||||||||
| 1829 DENVER WEST DRIVE BLDG 27 | GOLDEN | CO | 80401 | NONE | GOV | RESTRICTED GRANT TO JEFFCO PUBLIC SCHOOLS TO SUPPORT SECONDARY SCHOOL REIMAGINED WORK | $60,000 | |
| JOY AS RESISTANCE | ||||||||
| 1445 QUINCE ST | DENVER | CO | 80205 | NONE | PC | GENERAL OPERATING GRANT AND RESTRICTED GRANT TO JOYFUL SPACES | $135,000 | |
| LATINOS FOR EDUCATION | ||||||||
| 275 PAYSON ROAD | BELMONT | MA | 02478 | NONE | PC | GENERAL OPERATING GRANT | $75,000 | |
| LAWYERS DEFENDING AMERICAN DEMOCRACY | ||||||||
| PO BOX 1922 | FRAMINGHAM | MA | 01701 | NONE | PC | GENERAL OPERATING GRANT | $10,000 | |
| LEARNERSTUDIO | ||||||||
| 447 SUTTER STREET STE 405 | SAN FRANCISCO | CA | 94108 | NONE | PC | GENERAL OPERATING GRANT | $260,000 | |
| LIBERATED (CO NATIONAL CENTER FOR CIVIC INNOVATION) | ||||||||
| 121 AVENUE OF THE AMERICAS 6TH FL | NEW YORK | NY | 10013 | NONE | NC | GENERAL OPERATING GRANT | $60,000 | |
| LIBERATED (CO NATIONAL CENTER FOR CIVIC INNOVATION) | ||||||||
| 121 AVENUE OF THE AMERICAS 6TH FL | NEW YORK | NY | 10013 | NONE | NC | COLLABORATION GRANT - LIBERATED AND VOCAL JUSTICE | $15,000 | |
| LIBERATED (CO NATIONAL CENTER FOR CIVIC INNOVATION) | ||||||||
| 121 AVENUE OF THE AMERICAS 6TH FL | NEW YORK | NY | 10013 | NONE | NC | COLLABORATION GRANT - LIBERATED AND PROSPECT ACADEMY | $15,000 | |
| LYRA | ||||||||
| 1390 LAWRENCE STREET SUITE 400 | DENVER | CO | 80204 | NONE | PC | GENERAL OPERATING GRANT | $160,000 | |
| LYRA | ||||||||
| 1390 LAWRENCE STREET SUITE 400 | DENVER | CO | 80204 | NONE | PC | COLLABORATION GRANT - LYRA AND FRANKLIN STREET STUDIO | $30,000 | |
| LYRA | ||||||||
| 1390 LAWRENCE STREET SUITE 400 | DENVER | CO | 80204 | NONE | PC | COLLABORATION GRANT - LYRA AND GREEN SCHOOLS NATIONAL NETWORK | $30,000 | |
| MONTESSORI ON WHEELS (CO HADANOU COLLECTIVE) | ||||||||
| 3533 N MARION ST | DENVER | CO | 80205 | NONE | PC | GENERAL OPERATING GRANT | $55,000 | |
| MOONSHOT EDVENTURES | ||||||||
| 3840 N YORK STREET SUITE 145 | DENVER | CO | 80205 | NONE | PC | GENERAL OPERATING GRANT | $260,000 | |
| MOONSHOT EDVENTURES | ||||||||
| 3840 N YORK STREET SUITE 145 | DENVER | CO | 80205 | NONE | PC | COLLABORATION GRANT - MOONSHOT EDVENTURES LOCAL ED SUPPORT GROUP | $30,000 | |
| MUSLIM YOUTH FOR POSITIVE IMPACT (MYPI) | ||||||||
| 1880 GOLDEN EAGLE CT | BROOMFIELD | CO | 80020 | NONE | PC | GENERAL OPERATING GRANT | $60,000 | |
| MUSLIM YOUTH FOR POSITIVE IMPACT (MYPI) | ||||||||
| 1880 GOLDEN EAGLE CT | BROOMFIELD | CO | 80020 | NONE | PC | COLLABORATION GRANT - MYPI AND ALG | $30,000 | |
| MUSLIM YOUTH FOR POSITIVE IMPACT (MYPI) | ||||||||
| 1880 GOLDEN EAGLE CT | BROOMFIELD | CO | 80020 | NONE | PC | EMERGENCY HEALTH AND HUMAN SERVICES PROGRAMMING GRANT | $20,000 | |
| NEWSCHOOLS | ||||||||
| 1616 FRANKLIN STREET 2ND FLOOR | OAKLAND | CA | 94612 | NONE | PC | GENERAL OPERATING GRANT | $760,000 | |
| NEWSCHOOLS | ||||||||
| 1616 FRANKLIN STREET 2ND FLOOR | OAKLAND | CA | 94612 | NONE | PC | COLLABORATION GRANT - NEWSCHOOLS AND SCHOOL BOARD PARTNERS | $30,000 | |
| NPR | ||||||||
| 1111 N CAPITOL ST NE | WASHINGTON | DC | 20002 | NONE | PC | GENERAL OPERATING GRANT | $25,000 | |
| ONE GENERATION (CO TIDES CENTER) | ||||||||
| PO BOX 889385 | LOS ANGELES | CA | 90088 | NONE | NC | GENERAL OPERATING GRANT | $75,000 | |
| OPERA COLORADO | ||||||||
| 4121 S NAVAJO STREET SUITE 100 | ENGLEWOOD | CO | 80110 | NONE | PC | GENERAL OPERATING GRANT | $10,000 | |
| PAHARA INSTITUTE (NOW LONE ROCK FOUNDATION) | ||||||||
| 440 N BARRANCA AVE 2927 | COVINA | CA | 91723 | NONE | PC | GENERAL OPERATING GRANT | $310,000 | |
| POLY PREP | ||||||||
| 9126 7TH AVENUE | BROOKLYN | NY | 11228 | NONE | PC | RESTRICTED TO FINANCIAL AID PROGRAM | $10,000 | |
| PROMISE54 | ||||||||
| 1325 G STREET NW SUITE 500 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING GRANT | $30,000 | |
| PROSPECT ACADEMY | ||||||||
| 5592 INDEPENDENCE ST | ARVADA | CO | 80002 | NONE | PC | GENERAL OPERATING GRANT | $60,000 | |
| PROSPECT ACADEMY | ||||||||
| 5592 INDEPENDENCE ST | ARVADA | CO | 80002 | NONE | PC | COLLABORATION GRANT - PROSPECT ACADEMY AND LIBERATED | $15,000 | |
| PUBLIC EDUCATION & BUSINESS COALITION (PEBC) | ||||||||
| 3607 MLK JR BLVD | DENVER | CO | 80205 | NONE | PC | GENERAL OPERATING GRANT | $75,000 | |
| READ 718 | ||||||||
| 420 ATLANTIC AVE | BROOKLYN | NY | 11217 | NONE | PC | GENERAL OPERATING GRANT | $10,000 | |
| RECONSTRUCTION | ||||||||
| 1283 TUNICA STREET BOX 80160 | MEMPHIS | TN | 38108 | NONE | NC | RESTRICTED GRANT TO FUND ONYX PROGRAM | $50,000 | |
| REDLINE | ||||||||
| 2350 ARAPAHOE STREET | DENVER | CO | 80205 | NONE | PC | GENERAL OPERATING GRANT | $5,000 | |
| RESCHOOL | ||||||||
| 865 ALBION ST SUITE 250 | DENVER | CO | 80220 | NONE | PC | GENERAL OPERATING GRANT | $205,000 | |
| RESCHOOL | ||||||||
| 865 ALBION ST SUITE 250 | DENVER | CO | 80220 | NONE | PC | COLLABORATION GRANT - RESCHOOL AND CULTIVANDO | $30,000 | |
| RESCHOOL | ||||||||
| 865 ALBION ST SUITE 250 | DENVER | CO | 80220 | NONE | PC | COLLABORATION GRANT - RESCHOOL AND THE GROVE | $30,000 | |
| REVX (PROGRAM OF TRANSCEND) | ||||||||
| 159 LINCOLN AVENUE | HASTINGSONHUDSON | NY | 10706 | NONE | PC | RESTRICTED GRANT TO REVX PROGRAMMING AND OPERATIONS | $260,000 | |
| REVX (PROGRAM OF TRANSCEND) | ||||||||
| 159 LINCOLN AVENUE | HASTINGSONHUDSON | NY | 10706 | NONE | PC | COLLABORATION GRANT REVX AND THE RITHM PROJECT | $30,000 | |
| RISE COLORADO | ||||||||
| 1595 ELMIRA STREET SUITE 201 | AURORA | CO | 80010 | NONE | PC | GENERAL OPERATING GRANT | $310,000 | |
| RISE COLORADO | ||||||||
| 1595 ELMIRA STREET SUITE 201 | AURORA | CO | 80010 | NONE | PC | EMERGENCY HEALTH AND HUMAN SERVICES PROGRAMMING GRANT | $20,000 | |
| ROCKY MOUNTAIN PBS | ||||||||
| 2101 ARAPAHOE STREET | DENVER | CO | 80205 | NONE | PC | GENERAL OPERATING GRANT | $2,500 | |
| SCD ENRICHMENT PROGRAM | ||||||||
| 4860 CHAMBERS RD 102 | DENVER | CO | 802395152 | NONE | PC | GENERAL OPERATING GRANT | $45,000 | |
| SCHOOL BOARD PARTNERS | ||||||||
| PO BOX 8165 | NEW ORLEANS | LA | 70182 | NONE | PC | GENERAL OPERATING GRANT | $60,000 | |
| SCHOOL BOARD PARTNERS | ||||||||
| PO BOX 8165 | NEW ORLEANS | LA | 70182 | NONE | PC | COLLABORATION GRANT - SCHOOL BOARD PARTNERS, SURGE, AND EDLOC | $30,000 | |
| SPECIAL EDUCATION LEADER FELLOWSHIP (SELF) | ||||||||
| 4035 WASHINGTON AVE SUITE 206 | NEW ORLEANS | LA | 70125 | NONE | PC | GENERAL OPERATING GRANT | $60,000 | |
| ST ELIZABETH'S SCHOOL | ||||||||
| 1800 N PONTIAC ST | DENVER | CO | 80220 | NONE | PC | GENERAL OPERATING GRANT | $160,000 | |
| ST ELIZABETH'S SCHOOL | ||||||||
| 1800 N PONTIAC ST | DENVER | CO | 80220 | NONE | PC | COLLABORATION GRANT - ST. ELIZABETH'S SCHOOL AND THE GROVE | $30,000 | |
| SURGE INSTITUTE | ||||||||
| 2045 W GRAND AVE STE B PMB 63441 | CHICAGO | IL | 606121577 | NONE | PC | GENERAL OPERATING GRANT | $260,000 | |
| TACT (TEACHING THE AUTISM COMMUNITY TRADES) | ||||||||
| 2960 SOUTH UMATILLA STREET | ENGLEWOOD | CO | 80110 | NONE | PC | GENERAL OPERATING GRANT | $60,000 | |
| TEACHER POWERED SCHOOLS (A PROGRAM OF EDUCATION EVOLVING) | ||||||||
| 2429 NICOLLET AVENUE | MINNEAPOLIS | MN | 55404 | NONE | PC | RESTRICTED GRANT TO TEACHER POWERED SCHOOLS | $60,000 | |
| THE EQUITY LAB | ||||||||
| 4828 ILLINOIS AVE NW | WASHINGTON | DC | 20011 | NONE | PC | GENERAL OPERATING GRANT | $110,000 | |
| THE HIGHLAND PROJECT | ||||||||
| 71 W 85TH ST APT 1A | NEW YORK | NY | 100244157 | NONE | PC | GENERAL OPERATING GRANT | $60,000 | |
| THE JUSTICE AND HERITAGE ACADEMY (CO COMMUNITY FDTN OF THE SAN LUIS VALLEY) | ||||||||
| 610 STATE AVE | ALAMOSA | CO | 81101 | NONE | NC | GENERAL OPEARTING GRANT AND RESTRICTED GRANT TO EXPANSION PROJECT | $75,000 | |
| THE JUSTICE AND HERITAGE ACADEMY (CO COMMUNITY FDTN OF THE SAN LUIS VALLEY) | ||||||||
| 610 STATE AVE | ALAMOSA | CO | 81101 | NONE | NC | EMERGENCY HEALTH AND HUMAN SERVICES PROGRAMMING GRANT | $20,000 | |
| THE JUSTICE AND HERITAGE ACADEMY (PROGRAM OF CCW) | ||||||||
| 304 RIVER STREET | ANTONITO | CO | 81120 | NONE | PC | COLLABORATION GRANT - JHA AND BILINGUAL GENERATION | $30,000 | |
| THE LEADERSHIP ACADEMY INC | ||||||||
| 10-27 46TH AVE SUITE 0101 | LONG ISLAND CITY | NY | 11101 | NONE | PC | GENERAL OPERATING GRANT | $75,000 | |
| THE LEADERSHIP ACADEMY INC | ||||||||
| 10-27 46TH AVE SUITE 0101 | LONG ISLAND CITY | NY | 11101 | NONE | PC | COLLABORATION GRANT - THE LEADERSHIP ACADEMY AND TRANSCEND | $30,000 | |
| THE LEADERSHIP ACADEMY INC | ||||||||
| 10-27 46TH AVE SUITE 0101 | LONG ISLAND CITY | NY | 11101 | NONE | PC | COLLABORATION GRANT - THE LEADERSHIP ACADEMY AND LEARNERSTUDIO | $30,000 | |
| THE REINVENTION LAB (PROGRAM OF TEACH FOR AMERICA) | ||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL OPERATING GRANT TO REINVENTION LAB | $135,000 | |
| THE RITHM PROJECT (CO CAMBIAR EDUCATION) | ||||||||
| 4653 CARMEL MOUNTAIN ROAD SUITE | SAN DIEGO | CA | 91230 | NONE | NC | GENERAL OPERATING GRANT | $160,000 | 308-97 |
| THE RITHM PROJECT (CO CAMBIAR EDUCATION) | ||||||||
| 4653 CARMEL MOUNTAIN ROAD SUITE | SAN DIEGO | CA | 91230 | NONE | NC | COLLABORATION GRANT - THE RITHM PROJECT AND JEFFCO PUBLIC SCHOOLS | $30,000 | 308-97 |
| THE TEACHING WELL | ||||||||
| 360 GRAND AVE 77 | OAKLAND | CA | 94610 | NONE | PC | GENERAL OPERATING GRANT | $160,000 | |
| THE TEACHING WELL | ||||||||
| 360 GRAND AVE 77 | OAKLAND | CA | 94610 | NONE | PC | COLLABORATION GRANT - THE TEACHING WELL AND UPROOTED ACADEMY | $30,000 | |
| THE TEACHING WELL | ||||||||
| 361 GRAND AVE 77 | OAKLAND | CA | 94611 | NONE | PC | GENERAL OPERATING GRANT | $30,000 | |
| TRANSCEND | ||||||||
| 159 LINCOLN AVENUE | HASTINGSONHUDSON | NY | 10706 | NONE | PC | GENERAL OPERATING GRANT | $310,000 | |
| UPROOTED ACADEMY | ||||||||
| 3680 WILSHIRE BLVD STE P04-1383 | LOS ANGELES | CA | 90010 | NONE | PC | GENERAL OPERATING GRANT | $60,000 | |
| VALLEY SETTLEMENT | ||||||||
| 1901 GRAND AVE STE 206 | GLENWOOD SPRINGS | CO | 816014113 | NONE | PC | GENERAL OPERATING GRANT | $310,000 | |
| VALLEY SETTLEMENT | ||||||||
| 1901 GRAND AVE STE 206 | GLENWOOD SPRINGS | CO | 816014113 | NONE | PC | COLLABORATION GRANT - VALLEY SETTLEMENT AND JOY AS RESISTANCE | $30,000 | |
| VALLEY SETTLEMENT | ||||||||
| 1901 GRAND AVE STE 206 | GLENWOOD SPRINGS | CO | 816014113 | NONE | PC | EMERGENCY HEALTH AND HUMAN SERVICES PROGRAMMING GRANT | $20,000 | |
| VIVE WELLNESS | ||||||||
| PO BOX 11003 | DENVER | CO | 80211 | NONE | PC | GENERAL OPERATING GRANT | $50,000 | |
| VIVE WELLNESS | ||||||||
| PO BOX 11003 | DENVER | CO | 80211 | NONE | PC | EMERGENCY HEALTH AND HUMAN SERVICES PROGRAMMING GRANT | $20,000 | |
| VOCAL JUSTICE | ||||||||
| 601 WILLIAM STREET 134 | OAKLAND | CO | 94612 | NONE | PC | GENERAL OPERATING GRANT | $60,000 | |
| VOCAL JUSTICE | ||||||||
| 601 WILLIAM STREET 134 | OAKLAND | CO | 94612 | NONE | PC | COLLABORATION GRANT - VOCAL JUSTICE AND LEARNERSTUDIO | $30,000 | |
| VOCAL JUSTICE | ||||||||
| 601 WILLIAM STREET 134 | OAKLAND | CO | 94612 | NONE | PC | COLLABORATION GRANT - VOCAL JUSTICE AND LIBERATED | $15,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL OPERATING GRANT | $20,000 | |
| YOUTH EMPOWERMENT BROADCASTING ORGANIZATION (YEBO) | ||||||||
| 1031 33RD ST | DENVER | CO | 80205 | NONE | PC | GENERAL OPERATING GRANT | $205,000 | |
| YOUTH EMPOWERMENT BROADCASTING ORGANIZATION (YEBO) | ||||||||
| 1031 33RD ST | DENVER | CO | 80205 | NONE | PC | COLLABORATION GRANT - YEBO AND BGCSLV | $23,200 | |
| YOUTH EMPOWERMENT BROADCASTING ORGANIZATION (YEBO) | ||||||||
| 1031 33RD ST | DENVER | CO | 80205 | NONE | PC | COLLABORATION GRANT - YEBO AND VOCAL JUSTICE | $21,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,751,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,769,276 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,781,578 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,550,854 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,550,854 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GT TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O TUTHILL HUGHES LLP 55 MADISON S | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $414,951 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $78,950 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $78,950 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (34 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AFRICAN LEADERSHIP GROUP (CO CNDC) | |||||||||||
| 10700 E EVANS AVENUE | AURORA | CO | 80014 | 2024-11-25 | $25,000 | ALG HELPS THE AFRICAN DIASPORA INTEGRATE AND PROSPER BY CONNECTING CULTURES, DEVELOPING STRONG COMMUNITY LEADERS, AND ADVOCATING FOR ECONOMIC, SOCIAL AND EDUCATIONAL IMPACT. | $25,000 | NONE | 2/13/2026 | FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1). | |
| AFRICAN LEADERSHIP GROUP (CO CNDC) | |||||||||||
| 10700 E EVANS AVENUE | AURORA | CO | 80014 | 2024-11-06 | $10,000 | ALG HELPS THE AFRICAN DIASPORA INTEGRATE AND PROSPER BY CONNECTING CULTURES, DEVELOPING STRONG COMMUNITY LEADERS, AND ADVOCATING FOR ECONOMIC, SOCIAL AND EDUCATIONAL IMPACT. | $10,000 | NONE | 7/29/2025 | FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1). | |
| AFRICAN LEADERSHIP GROUP (CO CNDC) | |||||||||||
| 10700 E EVANS AVENUE | AURORA | CO | 80014 | 2025-04-04 | $60,000 | ALG HELPS THE AFRICAN DIASPORA INTEGRATE AND PROSPER BY CONNECTING CULTURES, DEVELOPING STRONG COMMUNITY LEADERS, AND ADVOCATING FOR ECONOMIC, SOCIAL AND EDUCATIONAL IMPACT. | $60,000 | NONE | 1/27/2026, 2/13/2026 | FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1). | |
| AFRICAN LEADERSHIP GROUP (CO CNDC) | |||||||||||
| 10700 E EVANS AVENUE | AURORA | CO | 80014 | 2025-10-22 | $20,000 | ALG HELPS THE AFRICAN DIASPORA INTEGRATE AND PROSPER BY CONNECTING CULTURES, DEVELOPING STRONG COMMUNITY LEADERS, AND ADVOCATING FOR ECONOMIC, SOCIAL AND EDUCATIONAL IMPACT. | $12,090 | NONE | 1/29/2026 | FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1). | |
| BILINGUAL GENERATION LLC | |||||||||||
| 1143 FRUITVALE DRIVE | HOUSTON | TX | 77038 | 2024-02-09 | $60,000 | BILINGUAL GENERATION IS WORKING TO EMPOWER FAMILIES AND EDUCATORS WITH THE TOOLS TO HELP KIDS WITH BILINGUALISM IN THEIR BONES MAINTAIN A MEANINGFUL CONNECTION WITH THEIR HERITAGE LANGUAGES. WE DEVELOP CULTURALLY-AFFIRMING PROGRAMS, CURRICULA, AND RESOURCES THAT CELEBRATE MULTILINGUALISM. | $60,000 | NONE | 7/31/2024, 4/14/2025 | FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1). | |
| BILINGUAL GENERATION LLC | |||||||||||
| 1143 FRUITVALE DRIVE | HOUSTON | TX | 77038 | 2024-06-07 | $15,000 | BILINGUAL GENERATION IS WORKING TO EMPOWER FAMILIES AND EDUCATORS WITH THE TOOLS TO HELP KIDS WITH BILINGUALISM IN THEIR BONES MAINTAIN A MEANINGFUL CONNECTION WITH THEIR HERITAGE LANGUAGES. WE DEVELOP CULTURALLY-AFFIRMING PROGRAMS, CURRICULA, AND RESOURCES THAT CELEBRATE MULTILINGUALISM. | $15,000 | NONE | 2/6/2025, 11/14/2025 | FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1). | |
| BILINGUAL GENERATION LLC | |||||||||||
| 1143 FRUITVALE DRIVE | HOUSTON | TX | 77038 | 2024-06-07 | $21,500 | BILINGUAL GENERATION IS WORKING TO EMPOWER FAMILIES AND EDUCATORS WITH THE TOOLS TO HELP KIDS WITH BILINGUALISM IN THEIR BONES MAINTAIN A MEANINGFUL CONNECTION WITH THEIR HERITAGE LANGUAGES. WE DEVELOP CULTURALLY-AFFIRMING PROGRAMS, CURRICULA, AND RESOURCES THAT CELEBRATE MULTILINGUALISM. | $21,500 | NONE | 2/6/2025, 5/31/2025 | FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1). | |
| BILINGUAL GENERATION LLC | |||||||||||
| 1143 FRUITVALE DRIVE | HOUSTON | TX | 77038 | 2025-04-11 | $75,000 | BILINGUAL GENERATION IS WORKING TO EMPOWER FAMILIES AND EDUCATORS WITH THE TOOLS TO HELP KIDS WITH BILINGUALISM IN THEIR BONES MAINTAIN A MEANINGFUL CONNECTION WITH THEIR HERITAGE LANGUAGES. WE DEVELOP CULTURALLY-AFFIRMING PROGRAMS, CURRICULA, AND RESOURCES THAT CELEBRATE MULTILINGUALISM. | $75,000 | NONE | 12/4/2025 | FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1). | |
| FORMATION VENTURES | |||||||||||
| 4653 CARMEL MOUNTAIN RD STE 308-97 | SAN DIEGO | CA | 92130 | 2024-06-24 | $30,000 | FORMATION VENTURES SUPPORTS STUDENTS TO BECOME SUCCESSFUL ENTREPRENEURS, WHEREVER THEY ARE ON THEIR JOURNEY. WE ARE LEARNERS, MENTORS, STAFF, AND PARTNERS, ALL OF WHOM ARE FOCUSED ON BUILDING THE CAPACITY AND CONFIDENCE OF EMERGING BLACK ENTREPRENEURS. | $30,000 | NONE | 1/31/2025, 5/29/2025 | FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1). | |
| FORMATION VENTURES | |||||||||||
| 4653 CARMEL MOUNTAIN RD STE 308-97 | SAN DIEGO | CA | 92130 | 2024-09-30 | $60,000 | FORMATION VENTURES SUPPORTS STUDENTS TO BECOME SUCCESSFUL ENTREPRENEURS, WHEREVER THEY ARE ON THEIR JOURNEY. WE ARE LEARNERS, MENTORS, STAFF, AND PARTNERS, ALL OF WHOM ARE FOCUSED ON BUILDING THE CAPACITY AND CONFIDENCE OF EMERGING BLACK ENTREPRENEURS. | $60,000 | NONE | 1/31/2025, 8/25/2025 | FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1). | |
| FORMATION VENTURES | |||||||||||
| 4653 CARMEL MOUNTAIN RD STE 308-97 | SAN DIEGO | CA | 92130 | 2025-09-11 | $60,000 | FORMATION VENTURES SUPPORTS STUDENTS TO BECOME SUCCESSFUL ENTREPRENEURS, WHEREVER THEY ARE ON THEIR JOURNEY. WE ARE LEARNERS, MENTORS, STAFF, AND PARTNERS, ALL OF WHOM ARE FOCUSED ON BUILDING THE CAPACITY AND CONFIDENCE OF EMERGING BLACK ENTREPRENEURS. | $40,854 | NONE | 12/12/2025 | FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1). | |
| FRANKLIN STREET STUDIO (CO CAMBIAR EDUCATION) | |||||||||||
| 1613 E 25TH AVENUE | DENVER | CO | 80205 | 2024-10-11 | $70,000 | FRANKLIN STREET HELPS EDUCATORS REIMAGINE WHAT SCHOOLS COULD BE: PLACES OF DISCOVERY, JOY, AND GROWTH NOT JUST FOR THE KIDS BUT FOR THE ADULTS, TOO. | $70,000 | NONE | 9/25/2025 | FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1). | |
| FRANKLIN STREET STUDIO (CO CAMBIAR EDUCATION) | |||||||||||
| 1613 E 25TH AVENUE | DENVER | CO | 80205 | 2024-06-07 | $15,000 | FRANKLIN STREET HELPS EDUCATORS REIMAGINE WHAT SCHOOLS COULD BE: PLACES OF DISCOVERY, JOY, AND GROWTHNOT JUST FOR THE KIDS BUT FOR THE ADULTS, TOO. | $15,000 | NONE | 2/7/2025, 11/14/2025 | FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1). | |
| LIBERATED (CO NATIONAL EQUITY PROJECT) | |||||||||||
| 1720 BROADWAY STE 400 | OAKLAND | CA | 94612 | 2023-05-15 | $60,000 | LIBERATED IS A SOCIAL AND EMOTIONAL LEARNING APPROACH TO RACIAL JUSTICE AND HEALING. A MOVEMENT. A COLLECTIVE. A PATH TOWARDS LIBERATION. | $60,000 | NONE | 1/31/2024, 2/6/2024, 1/28/2025 | FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1). | |
| LIBERATED (CO NATIONAL EQUITY PROJECT) | |||||||||||
| 1720 BROADWAY STE 400 | OAKLAND | CA | 94612 | 2024-02-29 | $60,000 | LIBERATED IS A SOCIAL AND EMOTIONAL LEARNING APPROACH TO RACIAL JUSTICE AND HEALING. A MOVEMENT. A COLLECTIVE. A PATH TOWARDS LIBERATION. | $60,000 | NONE | 10/11/2024, 2/4/2025 | FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1). | |
| LIBERATED (CO NATIONAL EQUITY PROJECT) | |||||||||||
| 1720 BROADWAY STE 400 | OAKLAND | CA | 94612 | 2025-03-17 | $60,000 | LIBERATED IS A SOCIAL AND EMOTIONAL LEARNING APPROACH TO RACIAL JUSTICE AND HEALING. A MOVEMENT. A COLLECTIVE. A PATH TOWARDS LIBERATION. | $38,041 | NONE | 10/6/2025 | FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1). | |
| LIBERATED (CO NATIONAL EQUITY PROJECT) | |||||||||||
| 1720 BROADWAY STE 400 | OAKLAND | CA | 94612 | 2025-04-30 | $15,000 | LIBERATED IS A SOCIAL AND EMOTIONAL LEARNING APPROACH TO RACIAL JUSTICE AND HEALING. A MOVEMENT. A COLLECTIVE. A PATH TOWARDS LIBERATION. | $5,000 | NONE | 12/10/2025 | FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1). | |
| LIBERATED (CO NATIONAL EQUITY PROJECT) | |||||||||||
| 1720 BROADWAY STE 400 | OAKLAND | CA | 94612 | 2025-04-24 | $15,000 | LIBERATED IS A SOCIAL AND EMOTIONAL LEARNING APPROACH TO RACIAL JUSTICE AND HEALING. A MOVEMENT. A COLLECTIVE. A PATH TOWARDS LIBERATION. | $5,134 | NONE | 12/10/2025 | FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1). | |
| MONTESSORI ON WHEELS | |||||||||||
| 6300 E HAMPDEN AVE 2419 | DENVER | CO | 80222 | 2025-06-03 | $55,000 | MONTESSORI ON WHEELS PARTNERS WITH FAMILIES AND COMMUNITIES TO BRING CULTURALLY AFFIRMING MONTESSORI EXPERIENCES INTO NEIGHBORHOODS, EMPOWERING PARENTS AND CHILDREN TO LEARN, PLAY, AND DREAM TOGETHER WHILE HONORING AND CARRYING FORWARD THEIR STORIES. | $55,000 | NONE | 1/16/2026 | FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1). | |
| ONE GENERATION (CO TIDES CENTER) | |||||||||||
| PO BOX 889385 | LOS ANGELES | CA | 90088 | 2024-07-08 | $1,300 | ONE GENERATION FOCUSES ON IDENTIFYING PROMISING, EARLY-STAGE INNOVATIONS THAT BUILD SUSTAINABLE SOLUTIONS FOR INDIGENOUS COMMUNITIES, DEEPENING NATIONAL EFFORTS IN INDIGENOUS EDUCATION, AND SUPPORTING INDIGENOUS LEADERS POISED TO IMPACT SYSTEMS CHANGE. | $1,300 | NONE | 1/7/2025 | FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1). | |
| ONE GENERATION (CO TIDES CENTER) | |||||||||||
| PO BOX 889385 | LOS ANGELES | CA | 90088 | 2024-10-16 | $75,000 | ONE GENERATION FOCUSES ON IDENTIFYING PROMISING, EARLY-STAGE INNOVATIONS THAT BUILD SUSTAINABLE SOLUTIONS FOR INDIGENOUS COMMUNITIES, DEEPENING NATIONAL EFFORTS IN INDIGENOUS EDUCATION, AND SUPPORTING INDIGENOUS LEADERS POISED TO IMPACT SYSTEMS CHANGE. | $61,870 | NONE | 9/8/2025, 12/2/2025 | FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1). | |
| ONE GENERATION (CO TIDES CENTER) | |||||||||||
| PO BOX 889385 | LOS ANGELES | CA | 90088 | 2024-11-25 | $25,000 | ONE GENERATION FOCUSES ON IDENTIFYING PROMISING, EARLY-STAGE INNOVATIONS THAT BUILD SUSTAINABLE SOLUTIONS FOR INDIGENOUS COMMUNITIES, DEEPENING NATIONAL EFFORTS IN INDIGENOUS EDUCATION, AND SUPPORTING INDIGENOUS LEADERS POISED TO IMPACT SYSTEMS CHANGE. | $0 | NONE | 12/2/2025 | FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1). | |
| ONE GENERATION (CO TIDES CENTER) | |||||||||||
| PO BOX 889385 | LOS ANGELES | CA | 90088 | 2025-09-19 | $75,000 | ONE GENERATION FOCUSES ON IDENTIFYING PROMISING, EARLY-STAGE INNOVATIONS THAT BUILD SUSTAINABLE SOLUTIONS FOR INDIGENOUS COMMUNITIES, DEEPENING NATIONAL EFFORTS IN INDIGENOUS EDUCATION, AND SUPPORTING INDIGENOUS LEADERS POISED TO IMPACT SYSTEMS CHANGE. | $10,000 | NONE | 12/2/2025 | FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1). | |
| RECONSTRUCTION US | |||||||||||
| 1283 TUNICA STREET BOX 80160 | MEMPHIS | TN | 38108 | 2023-11-22 | $50,000 | RECONSTRUCTION IS DRIVEN BY AN AMBITIOUS MISSION: DEVELOPING AND TEACHING K-12 SUPPLEMENTAL CURRICULUM THAT SITUATES BLACK PEOPLE, BLACK CULTURE, AND BLACK CONTRIBUTIONS TO AMERICAN AND WORLD HISTORY IN AN AUTHENTIC, IDENTITY-AFFIRMING WAY, SO THAT STUDENTS OF ALL BACKGROUNDS BENEFIT FROM A MORE COMPLETE UNDERSTANDING OF OUR SHARED HISTORY AND SOCIETY. | $50,000 | NONE | 9/6/2024, 2/7/2025, 5/20/2025 | FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1). | |
| RECONSTRUCTION US | |||||||||||
| 1283 TUNICA STREET BOX 80160 | MEMPHIS | TN | 38108 | 2025-07-03 | $50,000 | RECONSTRUCTION IS DRIVEN BY AN AMBITIOUS MISSION: DEVELOPING AND TEACHING K-12 SUPPLEMENTAL CURRICULUM THAT SITUATES BLACK PEOPLE, BLACK CULTURE, AND BLACK CONTRIBUTIONS TO AMERICAN AND WORLD HISTORY IN AN AUTHENTIC, IDENTITY-AFFIRMING WAY, SO THAT STUDENTS OF ALL BACKGROUNDS BENEFIT FROM A MORE COMPLETE UNDERSTANDING OF OUR SHARED HISTORY AND SOCIETY. | $50,000 | NONE | 2/2/2026 | FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1). | |
| THE GROVE (CO CNDC) | |||||||||||
| 2590 WELTON STREET | DENVER | CO | 80205 | 2024-07-29 | $55,000 | THE GROVE IS AN INSPIRING COMMUNITY SPACE WHERE FOLKS UNLEASH THEIR CREATIVE GENIUS. THE PRIMARY GOAL IS DEVELOPING A SUSTAINABLE ECONOMIC MODEL. WE DO THIS BY OPERATING A VENUE RENTAL SPACE STAFFED BY PAID APPRENTICESHIPS FOR YOUNG ADULTS. THE SECONDARY GOAL IS TO CULTIVATE A COMMUNITY OF INTERGENERATIONAL LEARNERS THROUGH EDUCATION OPPORTUNITIES GROUNDED IN ART, MUSIC, AND WELLNESS. | $55,000 | NONE | 1/20/2025 | FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1). | |
| THE GROVE (CO CNDC) | |||||||||||
| 2590 WELTON STREET | DENVER | CO | 80205 | 2024-08-23 | $100 | THE GROVE IS AN INSPIRING COMMUNITY SPACE WHERE FOLKS UNLEASH THEIR CREATIVE GENIUS. THE PRIMARY GOAL IS DEVELOPING A SUSTAINABLE ECONOMIC MODEL. WE DO THIS BY OPERATING A VENUE RENTAL SPACE STAFFED BY PAID APPRENTICESHIPS FOR YOUNG ADULTS. THE SECONDARY GOAL IS TO CULTIVATE A COMMUNITY OF INTERGENERATIONAL LEARNERS THROUGH EDUCATION OPPORTUNITIES GROUNDED IN ART, MUSIC, AND WELLNESS. | $100 | NONE | 1/6/2025 | FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1). | |
| THE JUSTICE AND HERITAGE ACADEMY | |||||||||||
| 305 W 8TH AVENUE | ANTONITO | CO | 81120 | 2025-11-24 | $75,000 | THE JUSTICE & HERITAGE ACADEMY IS A MULTI-AGED COMMUNITY OF LEARNERS (ELEMENTARY THROUGH HIGH SCHOOL GRADES) CO TAUGHT BY A COOPERATIVE OF COMMITTED EDUCATORS AND PARENTS. OUR VISION IS TO DEVELOP WELL ROUNDED HUMAN BEINGS IN ACADEMICS, ARTS AND JUSTICE INITIATIVES WITHIN OUR COMMUNITY AND WORLD IN ORDER TO DEVELOP PRODUCTIVE CITIZENS AND HUMANITARIANS WHO UTILIZE THEIR KNOWLEDGE AND ARTISTIC SKILLS TO CARE FOR OUR COMMUNITY AND WORLD. | $0 | NONE | REQUESTED | FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1). | |
| THE JUSTICE AND HERITAGE ACADEMY | |||||||||||
| 305 W 8TH AVENUE | ANTONITO | CO | 81120 | 2025-11-24 | $20,000 | THE JUSTICE & HERITAGE ACADEMY IS A MULTI-AGED COMMUNITY OF LEARNERS (ELEMENTARY THROUGH HIGH SCHOOL GRADES) CO TAUGHT BY A COOPERATIVE OF COMMITTED EDUCATORS AND PARENTS. OUR VISION IS TO DEVELOP WELL ROUNDED HUMAN BEINGS IN ACADEMICS, ARTS AND JUSTICE INITIATIVES WITHIN OUR COMMUNITY AND WORLD IN ORDER TO DEVELOP PRODUCTIVE CITIZENS AND HUMANITARIANS WHO UTILIZE THEIR KNOWLEDGE AND ARTISTIC SKILLS TO CARE FOR OUR COMMUNITY AND WORLD. | $0 | NONE | REQUESTED | FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1). | |
| THE RITHM PROJECT | |||||||||||
| 4653 CARMEL MOUNTAIN ROAD SUITE | SAN DIEGO | CA | 91230 | 2024-06-24 | $30,000 | THE RITHM PROJECT AIMS TO STOKE CONVERSATION, INSIGHT, AND ACTION TO RETHREAD A SENSE OF HUMAN CONNECTION. AGAINST THE BACKDROP OF A LONELINESS EPIDEMIC AND UNPRECEDENTED TECHNOLOGICAL REVOLUTION, WE ARE AT A MOMENT OF GREAT PERIL AND PROMISE. THE RITHM PROJECT HOPES TO ENLIST LEADERS ACROSS SECTORS IN BUILDING A FUTURE WHERE THE NEXT GENERATION FEELS CONNECTED, WHOLE, AND FULLY HUMAN. | $30,000 | NONE | 2/6/2025, 9/16/2025 | FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1). | 308-97 |
| THE RITHM PROJECT | |||||||||||
| 4653 CARMEL MOUNTAIN ROAD SUITE | SAN DIEGO | CA | 91230 | 2024-06-24 | $15,000 | THE RITHM PROJECT AIMS TO STOKE CONVERSATION, INSIGHT, AND ACTION TO RETHREAD A SENSE OF HUMAN CONNECTION. AGAINST THE BACKDROP OF A LONELINESS EPIDEMIC AND UNPRECEDENTED TECHNOLOGICAL REVOLUTION, WE ARE AT A MOMENT OF GREAT PERIL AND PROMISE. THE RITHM PROJECT HOPES TO ENLIST LEADERS ACROSS SECTORS IN BUILDING A FUTURE WHERE THE NEXT GENERATION FEELS CONNECTED, WHOLE, AND FULLY HUMAN. | $15,000 | NONE | 2/6/2025 | FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1). | 308-97 |
| THE RITHM PROJECT | |||||||||||
| 4653 CARMEL MOUNTAIN ROAD SUITE | SAN DIEGO | CA | 91230 | 2024-09-30 | $75,000 | THE RITHM PROJECT AIMS TO STOKE CONVERSATION, INSIGHT, AND ACTION TO RETHREAD A SENSE OF HUMAN CONNECTION. AGAINST THE BACKDROP OF A LONELINESS EPIDEMIC AND UNPRECEDENTED TECHNOLOGICAL REVOLUTION, WE ARE AT A MOMENT OF GREAT PERIL AND PROMISE. THE RITHM PROJECT HOPES TO ENLIST LEADERS ACROSS SECTORS IN BUILDING A FUTURE WHERE THE NEXT GENERATION FEELS CONNECTED, WHOLE, AND FULLY HUMAN. | $75,000 | NONE | 2/6/2025, 5/6/2025 | FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1). | 308-97 |
| THE RITHM PROJECT | |||||||||||
| 4653 CARMEL MOUNTAIN ROAD SUITE | SAN DIEGO | CA | 91230 | 2025-07-03 | $160,000 | THE RITHM PROJECT AIMS TO STOKE CONVERSATION, INSIGHT, AND ACTION TO RETHREAD A SENSE OF HUMAN CONNECTION. AGAINST THE BACKDROP OF A LONELINESS EPIDEMIC AND UNPRECEDENTED TECHNOLOGICAL REVOLUTION, WE ARE AT A MOMENT OF GREAT PERIL AND PROMISE. THE RITHM PROJECT HOPES TO ENLIST LEADERS ACROSS SECTORS IN BUILDING A FUTURE WHERE THE NEXT GENERATION FEELS CONNECTED, WHOLE, AND FULLY HUMAN. | $34,693 | NONE | 12/12/2025 | FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1). | 308-97 |
| THE RITHM PROJECT | |||||||||||
| 4653 CARMEL MOUNTAIN ROAD SUITE | SAN DIEGO | CA | 91230 | 2025-05-16 | $30,000 | THE RITHM PROJECT AIMS TO STOKE CONVERSATION, INSIGHT, AND ACTION TO RETHREAD A SENSE OF HUMAN CONNECTION. AGAINST THE BACKDROP OF A LONELINESS EPIDEMIC AND UNPRECEDENTED TECHNOLOGICAL REVOLUTION, WE ARE AT A MOMENT OF GREAT PERIL AND PROMISE. THE RITHM PROJECT HOPES TO ENLIST LEADERS ACROSS SECTORS IN BUILDING A FUTURE WHERE THE NEXT GENERATION FEELS CONNECTED, WHOLE, AND FULLY HUMAN. | $30,000 | NONE | 2/2/2026 | FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1). | 308-97 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (37 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SEMPER VIC PARTNERS QP | FMV | $8,366,710 | $8,366,710 |
| WELLINGTON SELECT LEADERS | FMV | $17,691,026 | $17,691,026 |
| HARBOUR SPRINGS | FMV | $941,698 | $941,698 |
| OAKMARK | FMV | $8,504,793 | $8,504,793 |
| EDGEWOOD GROWTH | FMV | $16,188,410 | $16,188,410 |
| BLACKROCK STRATEGIC | FMV | $24,609,961 | $24,609,961 |
| PIMCO | FMV | $6,768,034 | $6,768,034 |
| MARSHALL WACE | FMV | $9,975,245 | $9,975,245 |
| ANCHORAGE | FMV | $2,756,691 | $2,756,691 |
| ANCHORAGE VIII | FMV | $3,841,200 | $3,841,200 |
| FARALLON CAPITAL INVESTMENT | FMV | $8,788,844 | $8,788,844 |
| ISHARES CORE S&P 500 ETF | FMV | $17,027,068 | $17,027,068 |
| OWL VENTURES FUND III | FMV | $2,992,845 | $2,992,845 |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | FMV | $7,198,802 | $7,198,802 |
| DAVIDSON KEMPNER OPPS INTL VI LP | FMV | $3,201,095 | $3,201,095 |
| FARALLON EQUITY PARTNERS INTL LTD | FMV | $23,208,277 | $23,208,277 |
| GQG PARTNERS EMERGING MARKETS EQUITY FUND | FMV | $6,291,328 | $6,291,328 |
| INDUS SELECT FUND LP | FMV | $7,681,369 | $7,681,369 |
| JUNTO CAPITAL PARTNERS LP | FMV | $10,655,603 | $10,655,603 |
| CETCOM ASSOCIATES, LP | FMV | $453,500 | $453,500 |
| MAINSAIL PARTNERS V | FMV | $6,815,528 | $6,815,528 |
| SHERIDAN SQUARE | FMV | $9,549,310 | $9,549,310 |
| OWL VENTURES IV | FMV | $3,516,894 | $3,516,894 |
| ANOMALY CAPITAL | FMV | $11,470,668 | $11,470,668 |
| VITRUVIAN INVESTMENT PARTNERSHIP IV | FMV | $6,384,172 | $6,384,172 |
| CASDIN CAPITAL | FMV | $1,967,639 | $1,967,639 |
| CASDIN CAPITAL FUND II | FMV | $2,462,337 | $2,462,337 |
| CASDIN PARTNERS OFFSHORE FUND | FMV | $2,705,239 | $2,705,239 |
| MAINSAIL PARTNERS VI | FMV | $5,064,745 | $5,064,745 |
| MIDOCEAN PARTNERS VI | FMV | $2,775,763 | $2,775,763 |
| OAKTREE GLOBAL CREDIT FEEDER | FMV | $11,539,000 | $11,539,000 |
| WHALEROCK LONG OPS FUND | FMV | $8,556,738 | $8,556,738 |
| RENAISSANCE | FMV | $8,906,478 | $8,906,478 |
| ANCHORAGE IX | FMV | $2,231,506 | $2,231,506 |
| FARALLON SPECIAL SITUATIONS FUND III | FMV | $1,010,416 | $1,010,416 |
| MAINSAIL PARTNERS VII | FMV | $139,343 | $139,343 |
| KINDERHOOK CAPITAL 8 | FMV | $620,991 | $620,991 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $185,252 | $132,619 | $52,633 | $52,633 |
| FURNITURE AND FIXTURES | $114,603 | $67,243 | $47,360 | $47,360 |
| SOFTWARE | $75,800 | $75,800 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,024 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,691 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS | Desc |
| BOY Book Value | $42,153 | BOYBookValueAmt |
| EOY Book Value | $24,147 | EOYBookValueAmt |
| EOYFMV | $24,147 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $145 | $0 | $0 | $145 |
| PERMITS, LICENCES AND FEES | $15,057 | $0 | $0 | $15,592 |
| OFFICE AND MISCELLANEOUS EXPENSE | $97,795 | $0 | $0 | $99,760 |
| PROGRAM EXPENSE | $2,081 | $0 | $0 | $1,001 |
| PHONE AND INTERNET | $10,628 | $0 | $0 | $10,656 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,777,543 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $8,117,554 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASEHOLD LIABILITY | Desc |
| BOY Book Value | $32,510 | BOYBookValueAmt |
| EOY Book Value | $22,995 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FINANCIAL ADVISOR FEES | $285,000 | $285,000 | $0 | $0 |
| OTHER CONSULTING FEES | $363,437 | $0 | $0 | $263,437 |
| INVESTMENT MGMT. FEES | $264,305 | $264,305 | $0 | $0 |
| RETIREMENT PLAN CONSULTING FEES | $11,568 | $0 | $0 | $11,568 |
| MARKETING & COMMS CONSULTING FEES | $12,300 | $0 | $0 | $12,300 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAX PAYMENT | $140,000 | $0 | $0 | $0 |
| PROPERTY TAXES | $5,073 | $0 | $0 | $5,074 |