MARGULF FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MARGULF FOUNDATION (EIN 13-2927245)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-04-09
- IRS object ID
- 202431009349100708
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- 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 | 2024-04-09T08:43:41-05:00 | ReturnTs |
| Tax Period End | 2023-11-30 | 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 | 2022-12-01 | 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 | 7206427258 | 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 | 2024-04-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EUNICE | PersonFirstNm |
| Person Last | KIM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH REDDEN | PreparerPersonNm |
| PTIN | P00898534 | PTIN |
| Phone | 6123974000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $249,649,820 | 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 | $2,497,508 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,203,336 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,392,424 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,560,211 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,304,883 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,763,547 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $613,857 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $25,220 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $588,638 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $283,009 | 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 | $257,225 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $139,343 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,613 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $133,685 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,988 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,140 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $70,340 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $70,340 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $937,786 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $521,933 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $417,853 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $248,526 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $6,571 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $56,866 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $172,989 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $181,307 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $41,168 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $41,418 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $3,868 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $3,868 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $117,433 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $146,537 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,688,173 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $550,766 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,850,582 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,964,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,979,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,652,673 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $550,766 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,830,082 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,347,790 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,212,781 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,184,713 | CashBOYAmt |
| Cash EOY | $1,122,430 | CashEOYAmt |
| Cash EOYFMV | $1,122,430 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,472,176 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,113,424 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,113,424 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $48,468 | AcctRcvblAmt |
| Acct Rcvbl BOY | $18,480 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $48,468 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $48,468 | AcctRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $4,110,407 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $3,736,993 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $3,736,993 | RcvblFromOfficersEOYFMVAmt |
| Prepaid Expenses BOY | $22,318 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $54,878 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $54,878 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $227,646,777 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $233,312,594 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $233,312,594 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $375,655 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $156,775 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $169,386 | LandBOYAmt |
| Land EOY | $218,880 | LandEOYAmt |
| Land EOYFMV | $218,880 | LandEOYFMVAmt |
| Other Assets BOY | $42,153 | OtherAssetsBOYAmt |
| Other Assets EOY | $42,153 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $42,153 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $241,666,410 | TotalAssetsBOYAmt |
| Total Assets EOY | $249,649,820 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $249,649,820 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $67,119 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $94,921 | AccountsPayableEOYAmt |
| Grants Payable BOY | $15,000 | GrantsPayableBOYAmt |
| Other Liabilities BOY | $21,277 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $42,025 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $103,396 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $136,946 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $241,563,014 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $249,512,874 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $241,563,014 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $249,512,874 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $241,666,410 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $249,649,820 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $241,563,014 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,347,790 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,297,650 | OtherIncreasesAmt |
| Subtotal | $249,512,874 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $249,512,874 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| HARBOR SPRING CAPITAL PARTNERS LP | D | -$69,770 | -$69,770 |
| SEMPER VIC PARTNERS | D | -$632,237 | -$632,237 |
| WELLINGTON TRUST COMPANY | P | $118,545 | $118,545 |
| ANCHORAGE ILLIQUID OPPORTUNITIES OFFSHORE VI LP | P | $17,409 | $17,409 |
| FARALLON CAPITAL INSTITUTIONAL PARTNERS, LP | P | $25,099 | $25,099 |
| DAVIDSON KEMPNER | P | $109,537 | $109,537 |
| GQG PARTNERS | D | -$292,587 | -$292,587 |
| INDUS SELECT | D | -$252,925 | -$252,925 |
| HIGHCLERE INTL INVESTORS | D | -$376,969 | -$376,969 |
| JUNTO CAPITAL | D | $377,497 | $377,497 |
| MAINSAIL PARTNERS V | P | $5,638 | $5,638 |
| MAINSAIL PARTNERS VI | P | $763 | $763 |
| CASDIN PRIVATE GROWTH EQUITY FUND | P | $48,931 | $48,931 |
| RENAISSANCE INST EQUITIES FUND LLC | P | -$30,399 | -$30,399 |
| OWL VENTURES III, LP | P | $46,383 | $46,383 |
| ANCHORAGE CREDIT OPPORTUNITIES OFFSHORE FUND VIII LP | P | $879 | $879 |
| PUBLICLY TRADED SECURITIES | $811,176 | $811,176 | |
| CETOM ASSOCIATE LP | P | $5,154 | $5,154 |
| PARK MEADOWS LLC | D | -$851,247 | -$851,247 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$939,123 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $100,258 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $100,258 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $100,258 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $118,000 | 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 | $118,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $17,742 | OverpaymentAmt |
| Applied To ES Tax | $17,742 | 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 | 7206427258 | 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 (9 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | 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 SOUTH DR SUITE | 250 | DENVER | CO | 80246 | DIRECTOR, PRESIDENT | 2.00 | $0 | $0 | $0 |
| JERRY BUCK | |||||||||
| 4500 E CHERRY CREEK SOUTH DR SUITE | 250 | DENVER | CO | 80246 | TREASURER AND SECRETARY (THRU 08/23) | 2.00 | $0 | $0 | $0 |
| RAMSAY STABLER | |||||||||
| 4500 E CHERRY CREEK SOUTH DR SUITE | 250 | DENVER | CO | 80246 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| VICKI FLUG STERLING | |||||||||
| 4500 E CHERRY CREEK SOUTH DR SUITE | 250 | DENVER | CO | 80246 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| EUNICE KIM | |||||||||
| 4500 E CHERRY CREEK SOUTH DR SUITE | 250 | DENVER | CO | 80246 | DIRECTOR, TREASURER (BEG 08/23) | 2.00 | $0 | $0 | $0 |
| ELIZABETH AYBAR CONTI | |||||||||
| 4500 E CHERRY CREEK SOUTH DR SUITE | 250 | DENVER | CO | 80246 | CHIEF EXECUTIVE OFFICER | 40.00 | $332,333 | $14,400 | $3,449 |
| SONYA MARQUES-CORREIA | |||||||||
| 4500 E CHERRY CREEK SOUTH DR SUITE | 250 | DENVER | CO | 80246 | CHIEF FINANCIAL OFFICER | 40.00 | $255,904 | $11,220 | $3,478 |
| RICHARD BOERNER | |||||||||
| 4500 E CHERRY CREEK SOUTH DR SUITE | 250 | DENVER | CO | 80246 | DIRECTOR (THRU 03/23) | 2.00 | $0 | $0 | $0 |
| DWIGHT JONES | |||||||||
| 4500 E CHERRY CREEK SOUTH DR SUITE | 250 | DENVER | CO | 80246 | DIRECTOR (BEG 04/23) | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 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 | ||||||||
| 370 17TH STREET SUITE 5110 | DENVER | CO | 80202 | GRANTS LEAD | 40.00 | $133,042 | $5,550 | $3,632 |
| DEE ARIAS | ||||||||
| 370 17TH STREET SUITE 5110 | DENVER | CO | 80202 | COORDINATOR | 40.00 | $86,069 | $2,145 | $1,975 |
| 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 |
| IMPACT FOR EDUCATION LLC | |||||
| 44 HOWARD AVENUE | NEW HAVEN | CT | 06519 | CONSULTING SERVICES | $277,083 |
| WELLINGTON TRUST COMPANY | |||||
| 280 CONGRESS STREET | BOSTON | MA | 02210 | INVESTMENT SERVICES | $121,908 |
| GRADIENT CONSULTING | |||||
| 5616 PIMLICO ROAD | BALTIMORE | MD | 21209 | CONSULTING SERVICES | $101,067 |
| THE NORTHERN TRUST COMPANY | |||||
| PO BOX 804298 | CHICAGO | IL | 60680 | CUSTODIAN FEES | $100,000 |
| 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 | $60,102,729 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,415,924 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $177,923,035 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $245,441,688 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $245,441,688 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,681,625 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $241,760,063 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,088,003 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,088,003 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $100,258 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $100,258 | TotalTaxAmt |
| Distributable Before Adj | $11,987,745 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,987,745 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,987,745 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,830,082 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $106,357 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $10,936,439 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,987,745 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $411,073 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $411,073 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,936,439 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,936,439 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $411,073 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $411,073 | 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 | $640,233 | 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 (89 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| 40 | ||||||||
| 3014 DAUPHINE STREET SUITE A PMB | 94585 | NEW ORLEANS | LA | 70117 | NONE | PC | WELLNESS GRANT | $10,000 |
| 40 | ||||||||
| 3014 DAUPHINE STREET SUITE A PMB | 94585 | NEW ORLEANS | LA | 70117 | NONE | PC | GENERAL OPERATING GRANT | $250,000 |
| AFRICAN LEADERSHIP GROUP (CO CNDC) | ||||||||
| 10700 E EVANS AVENUE | AURORA | CO | 80014 | NONE | PC | EMERGENCY HEALTH AND HUMAN SERVICES | $10,000 | |
| AFRICAN LEADERSHIP GROUP (CO CNDC) | ||||||||
| 10700 E EVANS AVENUE | AURORA | CO | 80014 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $40,000 | |
| ALEXANDER TWILIGHT ACADEMY | ||||||||
| 195 W NEWTON ST 2 | BOSTON | MA | 021165818 | NONE | PC | GENERAL OPERATING GRANT | $10,000 | |
| ANTI-DEFAMATION LEAGUE MOUNTAIN STATES REGION | ||||||||
| 1120 LINCOLN STREET 1301 | DENVER | CO | 80203 | NONE | PC | GENERAL OPERATING GRANT | $30,000 | |
| APPRENTICE OF PEACE YOUTH ORGANIZATION (CO TRAILHEAD INSTITUTE) | ||||||||
| 1999 BROADWAY SUITE 600 | DENVER | CO | 80202 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $30,000 | |
| BE THE CHANGE COMMUNITY SCHOOL | ||||||||
| 3840 N YORK STREET SUITE 145 | DENVER | CO | 80205 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $32,500 | |
| BELLWETHER EDUCATION PARTNERS | ||||||||
| 517 BOSTON POST ROAD UNIT 171 | SUDBURY | MA | 01776 | NONE | PC | JUVENILE JUSTICE AND EDUCATION WORK LED BY HAILLY KORMAN + WELLNESS GRANT | $35,000 | |
| BOYS AND GIRLS CLUBS OF THE SAN LUIS VALLEY | ||||||||
| PO BOX 1032 | ALAMOSA | CO | 811011032 | NONE | PC | EMERGENCY HEALTH AND HUMAN SERVICES | $10,000 | |
| BOYS AND GIRLS CLUBS OF THE SAN LUIS VALLEY | ||||||||
| PO BOX 1032 | ALAMOSA | CO | 811011032 | NONE | PC | WELLNESS GRANT | $10,000 | |
| BOYS AND GIRLS CLUBS OF THE SAN LUIS VALLEY | ||||||||
| PO BOX 1032 | ALAMOSA | CO | 811011032 | NONE | PC | GENERAL OPERATING GRANT | $250,000 | |
| BRANCH ALLIANCE FOR EDUCATOR DIVERSITY (BRANCHED) | ||||||||
| 7500 RIALTO BLVD SUITE 1-250 | AUSTIN | TX | 78735 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $50,000 | |
| CAMELBACK VENTURES | ||||||||
| 9169 W STATE ST 430 | GARDEN CITY | ID | 83714 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $360,000 | |
| COLLABORATIVE HEALING INITIATIVE WITHIN COMMUNITIES (CHIC) | ||||||||
| 5405 E 33RD AVE | DENVER | CO | 80207 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $410,000 | |
| 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 + WELLNESS GRANT | $210,000 | |
| COLORADO SYMPHONY | ||||||||
| 1245 CHAMPA STREET | DENVER | CO | 80204 | NONE | PC | GENERAL OPERATING GRANT | $10,000 | |
| COLORADO YOUTH CONGRESS | ||||||||
| 6001 W 16TH AVENUE | LAKEWOOD | CO | 80214 | NONE | PC | EMERGENCY HEALTH AND HUMAN SERVICES | $10,000 | |
| COLORADO YOUTH CONGRESS | ||||||||
| 6001 W 16TH AVENUE | LAKEWOOD | CO | 80214 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $60,000 | |
| COMPASS ACADEMY | ||||||||
| 2285 S FEDERAL BOULEVARD | DENVER | CO | 80219 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $40,000 | |
| CONVIVIR (CO MOONSHOT EDVENTURES) | ||||||||
| 5135 PERTH COURT | DENVER | CO | 80249 | NONE | PC | GENERAL OPERATING GRANT | $20,000 | |
| CREATIVITY CHALLENGE COMMUNITY (DENVER PUBLIC SCHOOLS) | ||||||||
| 1551 SOUTH MONROE STREET | DENVER | CO | 80210 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $50,000 | |
| CULTIVANDO | ||||||||
| 7190 COLORADO BLVD SUITE 300 | COMMERCE CITY | CO | 80022 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $30,000 | |
| DENVER ART MUSEUM | ||||||||
| 100 W 14TH AVENUE PARKWAY | DENVER | CO | 80204 | NONE | PC | GENERAL OPERATING GRANT | $10,000 | |
| EDNIUM THE ALUMNI COLLECTIVE | ||||||||
| 4500 CHERRY CREEK DRIVE SOUTH SUITE | 900 | DENVER | CO | 80246 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $110,000 |
| EDUCATION AND COMMUNITY | ||||||||
| 2373 CENTRAL PARK BLVD SUITE 100 | DENVER | CO | 80238 | NONE | PC | GENERAL OPERATING GRANT | $20,000 | |
| EDUCATION LEADERS OF COLOR (EDLOC) | ||||||||
| 3680 WILSHIRE BOULEVARD SUITE | P-04-1052 | LOS ANGELES | CA | 90010 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $30,000 |
| EMBARK EDUCATION (A PROGRAM OF GREAT WORK INC) | ||||||||
| 3655 NAVAJO STREET | DENVER | CO | 80211 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $160,000 | |
| FORMATION VENTURES (CO CAMBIAR EDUCATION) | ||||||||
| 4653 CARMEL MOUNTAIN RD STE 308-97 | SAN DIEGO | CA | 92130 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $30,000 | |
| FRANKLIN STREET STUDIO (CO CAMBIAR EDUCATION) | ||||||||
| 1613 E 25TH AVENUE | DENVER | CO | 80205 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $60,000 | |
| GREEN SCHOOLS NATIONAL NETWORK | ||||||||
| 3083 BUCHMAYER BEND NE | IOWA CITY | IA | 52240 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $110,000 | |
| GRIPTAPE | ||||||||
| 60 PARK TERRACE WEST A21 | NEW YORK | NY | 10034 | NONE | PC | WELLNESS GRANT | $10,000 | |
| GRIPTAPE | ||||||||
| 60 PARK TERRACE WEST A21 | NEW YORK | NY | 10034 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $350,000 | |
| HADANOU COLLECTIVE | ||||||||
| 3533 N MARION ST | DENVER | CO | 80205 | NONE | PC | BOOT CAMP PROGRAMMING + WELLNESS GRANT | $60,000 | |
| IMMSCHOOLS | ||||||||
| PO BOX 181029 | DALLAS | TX | 75218 | NONE | GOV | GENERAL OPERATING GRANT + WELLNESS GRANT | $310,000 | |
| INDIGENOUS MONTESSORI INSTITUTE (A PROGRAM OF KCLC) | ||||||||
| PO BOX 113 | COCHITI PUEBLO | NM | 870720113 | NONE | PC | INDIGENOUS MONTESSORI INSTITUTE + WELLNESS GRANT | $60,000 | |
| JEWISHCOLORADO | ||||||||
| 300 S DAHLIA STREET SUITE 300 | DENVER | CO | 80246 | NONE | PC | ISRAEL EMERGENCY FUND | $175,000 | |
| JOY AS RESISTANCE | ||||||||
| 7779 MARTIN LUTHER KING JR BLVD | DENVER | CO | 80238 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $110,000 | |
| LATINOS FOR EDUCATION | ||||||||
| 275 PAYSON ROAD | BELMONT | MA | 02478 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $50,000 | |
| LAUNCH NETWORK | ||||||||
| 5405 E 33RD AVENUE | DENVER | CO | 80207 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $460,000 | |
| LIBERATED (CO NATIONAL EQUITY PROJECT) | ||||||||
| 1720 BROADWAY STE 400 | OAKLAND | CA | 94612 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $60,000 | |
| LYRA | ||||||||
| 1390 LAWRENCE STREET SUITE 400 | DENVER | CO | 80204 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $205,000 | |
| MAKE-A-WISH COLORADO | ||||||||
| 7951 EAST MAPLEWOOD AVENUE SUITE | 126 | GREENWOOD VILLAGE | CO | 80111 | NONE | PC | GENERAL OPERATING GRANT | $40,000 |
| MONTESSORI ON WHEELS | ||||||||
| 6300 E HAMPDEN AVE 2419 | DENVER | CO | 80022 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $35,000 | |
| MOONSHOT EDVENTURES | ||||||||
| 3840 N YORK STREET SUITE 145 | DENVER | CO | 80205 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $310,000 | |
| MUSLIM YOUTH FOR POSITIVE IMPACT | ||||||||
| 1880 GOLDEN EAGLE CT | BROOMFIELD | CO | 80020 | NONE | PC | EMERGENCY HEALTH AND HUMAN SERVICES | $20,000 | |
| MUSLIM YOUTH FOR POSITIVE IMPACT | ||||||||
| 1880 GOLDEN EAGLE CT | BROOMFIELD | CO | 80020 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $40,000 | |
| NEWSCHOOLS VENTURE FUND | ||||||||
| 1616 FRANKLIN STREET 2ND FLOOR | OAKLAND | CA | 94612 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $760,000 | |
| ONE GENERATION (CO TIDES CENTER) | ||||||||
| PO BOX 889385 | LOS ANGELES | CA | 90088 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $40,000 | |
| OPERA COLORADO | ||||||||
| 4121 S NAVAJO STREET SUITE 100 | ENGLEWOOD | CO | 80110 | NONE | PC | GENERAL OPERATING GRANT | $25,000 | |
| PAHARA INSTITUTE | ||||||||
| 440 N BARRANCA AVE 2927 | COVINA | CA | 91723 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $210,000 | |
| PROMISE54 | ||||||||
| 2414 HERRING ROAD SW 42967 | ATLANTA | GA | 30311 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $30,000 | |
| PROSPECT ACADEMY | ||||||||
| PO BOX 1538 | ARVADA | CO | 80004 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $40,000 | |
| PUBLIC EDUCATION & BUSINESS COALITION (PEBC) | ||||||||
| 3607 MLK JR BLVD | DENVER | CO | 80205 | NONE | PC | GENERAL OPERATING GRANT | $40,000 | |
| RECONSTRUCTION US | ||||||||
| 1283 TUNICA STREET BOX 80160 | MEMPHIS | TN | 38108 | NONE | PC | ONYX SCHOLARSHIPS FOR COLORADO ORGANIZATIONS | $50,000 | |
| REDLINE | ||||||||
| 2350 ARAPAHOE STREET | DENVER | CO | 80205 | NONE | PC | GENERAL OPERATING GRANT | $5,000 | |
| RESCHOOL | ||||||||
| 730 17TH STREET SUITE 950 | DENVER | CO | 80202 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $210,000 | |
| REVX (A PROGRAM OF TRANSCEND) | ||||||||
| 159 LINCOLN AVENUE | HASTINGSONHUDSON | NY | 10706 | NONE | PC | REVX PROGRAMMING AND OPERATIONS + WELLNESS GRANT | $260,000 | |
| RISE COLORADO | ||||||||
| 1595 ELMIRA STREET SUITE 201 | AURORA | CO | 80010 | NONE | PC | EMERGENCY HEALTH AND HUMAN SERVICES | $10,000 | |
| RISE COLORADO | ||||||||
| 1595 ELMIRA STREET SUITE 201 | AURORA | CO | 80010 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $310,000 | |
| SCD ENRICHMENT PROGRAM | ||||||||
| 4860 CHAMBERS RD 102 | DENVER | CO | 802395152 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $25,000 | |
| SHINING STARS FOUNDATION | ||||||||
| POST OFFICE BOX 2790 | WINTER PARK | CO | 80482 | NONE | PC | GENERAL OPERATING GRANT | $10,000 | |
| SPECIAL EDUCATION LEADER FELLOWSHIP (SELF) | ||||||||
| 4640 S CARROLLTON AVE STE 100 | NEW ORLEANS | LA | 70119 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $60,000 | |
| SPRINGBOARD COLLABORATIVE | ||||||||
| TWO PENN CENTER SUITE 1160 1500 | JOHN F KENNEDY BOULEVARD | PHILADELPHIA | PA | 19102 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $50,000 |
| SPRINGHOUSE COMMUNITY SCHOOL | ||||||||
| 144 SILVER MAPLE LANE | PILOT | VA | 24138 | NONE | PC | HARVARD SCALING FOR IMPACT COURSE | $2,000 | |
| ST ELIZABETH'S SCHOOL | ||||||||
| 1800 N PONTIAC ST | DENVER | CO | 80220 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $50,000 | |
| SURGE INSTITUTE | ||||||||
| 2045 W GRAND AVE STE B PMB 63441 | CHICAGO | IL | 606121577 | NONE | NC | GENERAL OPERATING GRANT + WELLNESS GRANT | $260,000 | |
| TACT (TEACHING THE AUTISM COMMUNITY TRADES) | ||||||||
| 2960 SOUTH UMATILLA STREET | ENGLEWOOD | CO | 80110 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $40,000 | |
| TEACH FOR AMERICA | ||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | WELLNESS GRANT FOR REINVENTION LAB TEAM | $10,000 | |
| TEACH FOR AMERICA | ||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | REINVENTION LAB'S PROGRAMMING AND OPERATIONS | $100,000 | |
| THE CENTER FOR HUMAN DEVELOPMENT (CO CAMBIAR EDUCATION) | ||||||||
| 4653 CARMEL MOUNTAIN ROAD SUITE | 308-97 | SAN DIEGO | CA | 91230 | NONE | PC | GENERAL OPERATING GRANT | $50,000 |
| THE EQUITY LAB | ||||||||
| 4828 ILLINOIS AVE NW | WASHINGTON | DC | 20011 | NONE | PC | FELLOWSHIP PROGRAMMING + WELLNESS GRANT | $60,000 | |
| THE GROVE (CO CNDC) | ||||||||
| 2590 WELTON STREET | DENVER | CO | 80205 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $55,000 | |
| THE HIGHLAND PROJECT | ||||||||
| 71 W 85TH ST APT 1A | NEW YORK | NY | 100244157 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $50,000 | |
| THE JUSTICE AND HERITAGE ACADEMY (A PROGRAM OF CONEJOS CLEAN WATER) | ||||||||
| 304 RIVER STREET | ANTONITO | CO | 81120 | NONE | PC | EMERGENCY HEALTH AND HUMAN SERVICES | $10,000 | |
| THE JUSTICE AND HERITAGE ACADEMY (A PROGRAM OF CONEJOS CLEAN WATER) | ||||||||
| 304 RIVER STREET | ANTONITO | CO | 81120 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $60,000 | |
| THE LEADERSHIP ACADEMY INC | ||||||||
| 10-27 46TH AVE SUITE 0101 | LONG ISLAND CITY | NY | 11101 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $50,000 | |
| THE LEARNER STUDIO (CO CAMBIAR EDUCATION) | ||||||||
| 4653 CARMEL MOUNTAIN RD STE 308-97 | SAN DIEGO | CA | 921306650 | NONE | PC | THE LEARNER STUDIO + WELLNESS GRANT | $55,000 | |
| THE TEACHING WELL | ||||||||
| 360 GRAND AVE 77 | OAKLAND | CA | 94610 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $110,000 | |
| TRANSCEND | ||||||||
| 159 LINCOLN AVENUE | HASTINGSONHUDSON | NY | 10706 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $360,000 | |
| VALLEY SETTLEMENT | ||||||||
| 1901 GRAND AVE STE 206 | GLENWOOD SPRINGS | CO | 816014113 | NONE | PC | EMERGENCY HEALTH AND HUMAN SERVICES | $10,000 | |
| VALLEY SETTLEMENT | ||||||||
| 1901 GRAND AVE STE 206 | GLENWOOD SPRINGS | CO | 816014113 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $310,000 | |
| VERONICA BENAVIDES CONSULTING LLC DBA BILINGUAL GENERATION | ||||||||
| 1143 FRUITVALE DRIVE | HOUSTON | TX | 77038 | NONE | PC | IN SUPPORT OF BILINGUAL GENERATION'S DPS ALUMNI WORK | $45,000 | |
| VIVE WELLNESS | ||||||||
| PO BOX 11003 | DENVER | CO | 80211 | NONE | PC | EMERGENCY HEALTH AND HUMAN SERVICES | $20,000 | |
| VIVE WELLNESS | ||||||||
| PO BOX 11003 | DENVER | CO | 80211 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $40,000 | |
| VOCAL JUSTICE | ||||||||
| 601 WILLIAM STREET 134 | OAKLAND | CO | 94612 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $40,000 | |
| WOMEN'S FOUNDATION OF COLORADO | ||||||||
| 1901 E ASBURY AVE | DENVER | CO | 80208 | NONE | PC | WINCOME AND WOMEN AND GIRLS OF COLOR FUNDS | $50,000 | |
| YOUTH EMPOWERMENT BROADCASTING ORGANIZATION (YEBO) | ||||||||
| 3240 JOSEPHINE STREET | DENVER | CO | 80205 | NONE | PC | GENERAL OPERATING GRANT + WELLNESS GRANT | $205,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,979,500 | 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 | $2,497,508 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,392,424 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,889,932 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,889,932 | 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 | $70,340 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $70,340 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (38 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 | 2022-11-23 | $30,000 | ALG HELPS THE AFRICAN DIASPORA INTEGRATE AND PROSPER BY CONNECTING CULTURES, DEVELOPING STRONG COMMUNITY LEADERS, AND ADVOCATING FOR ECONOMIC, SOCIAL AND EDUCATIONAL IMPACT. | $30,000 | NONE | 12/31/2022; 9/19/2023 | 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 | 2021-11-15 | $30,000 | ALG HELPS THE AFRICAN DIASPORA INTEGRATE AND PROSPER BY CONNECTING CULTURES, DEVELOPING STRONG COMMUNITY LEADERS, AND ADVOCATING FOR ECONOMIC, SOCIAL AND EDUCATIONAL IMPACT. | $30,000 | NONE | 10/27/2022; 1/28/2023 | 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 | 2023-11-10 | $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. | $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). | |
| AFRICAN LEADERSHIP GROUP (CO CNDC) | |||||||||||
| 10700 E EVANS AVENUE | AURORA | CO | 80014 | 2023-11-10 | $40,000 | ALG HELPS THE AFRICAN DIASPORA INTEGRATE AND PROSPER BY CONNECTING CULTURES, DEVELOPING STRONG COMMUNITY LEADERS, AND ADVOCATING FOR ECONOMIC, SOCIAL AND EDUCATIONAL IMPACT. | $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). | |
| AGUAS CONSULTING (CO BELLWETHER EDUCATION PARTNERS) | |||||||||||
| 517 BOSTON POST ROAD 171 | SUDBURY | MA | 01776 | 2022-11-14 | $20,000 | AGUAS CONSULTING PROVIDES CONSULTING SERVICES FOR EDUCATIONAL PARTNERS FOCUSED ON HIGH-IMPACT SCHOOLS AND MODELS FOR MARGINALIZED STUDENTS. THE NATIONAL CAMPAIGN FOR HIGHEST-NEED STUDENTS IS AN EFFORT TO ENSURE THAT SCHOOLS DEMONSTRATING THE GREATEST IMPACT WITH HIGHEST-NEED STUDENTS ARE IDENTIFIED, STRENGTHENED, AND SCALED. | $20,000 | NONE | 12/31/2022, 1/31/2024 | 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). | |
| APPRENTICE OF PEACE YOUTH ORGANIZATION (CO TRAILHEAD INSTITUTE) | |||||||||||
| 1999 BROADWAY SUITE 600 | DENVER | CO | 80202 | 2022-08-08 | $20,000 | AOPYO HELPS DEVELOP STUDENTS THROUGH A WHOLE-PERSON APPROACH BY INTEGRATING MENTORING, ENRICHMENTS, AND CAREER PATHWAY PROGRAMS. | $20,000 | NONE | 1/31/2023; 9/15/2023 | 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). | |
| APPRENTICE OF PEACE YOUTH ORGANIZATION (CO TRAILHEAD INSTITUTE) | |||||||||||
| 1999 BROADWAY SUITE 600 | DENVER | CO | 80202 | 2023-10-20 | $30,000 | AOPYO HELPS DEVELOP STUDENTS THROUGH A WHOLE-PERSON APPROACH BY INTEGRATING MENTORING, ENRICHMENTS, AND CAREER PATHWAY PROGRAMS. | $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). | |
| CONVIVIR (CO MOONSHOT EDVENTURES) | |||||||||||
| 3840 N YORK STREET SUITE 145 | DENVER | CO | 80205 | 2021-11-29 | $30,000 | CONVIVIR IS A PROGRAM THAT SUPPORTS IMMIGRANT STUDENTS AND FAMILIES IN AURORA THROUGH CAPACITY BUILDING, POLITICAL EDUCATION, AND A SUMMER PROGRAM. | $30,000 | NONE | 2/1/2023 | 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). | |
| DENVER JOURNAL OF EDUCATION AND COMMUNITY (CO NBCDI) | |||||||||||
| 8455 COLESVILLE RD STE 910 | SILVER SPRING | MD | 20910 | 2022-05-11 | $50,000 | DJEC IS A COMMUNITY EDUCATION JOURNAL FOCUSED ON TOPICS OF EDUCATION IN THE GREATER DENVER AREA. BY ENGAGING IN COMMUNITY DISCOURSE, AND CONNECTING THIS CONTENT TO SCHOLARSHIP AND POLICY, DJEC HOPES TO CONTRIBUTE TO LOCAL EDUCATION THINKING BY OFFERING A BALANCED AND WELL-INFORMED PERSPECTIVE. | $50,000 | NONE | 12/31/2022 | 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 | 2023-10-12 | $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. | $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). | |
| FORMATION VENTURES (CO CAMBIAR EDUCATION) | |||||||||||
| 4653 CARMEL MOUNTAIN RD STE 308-97 | SAN DIEGO | CA | 92130 | 2021-11-15 | $40,000 | FORMATION VENTURES AIMS TO DRAMATICALLY INCREASE THE NUMBER AND SUCCESS OF BLACK ENTREPRENEURS, STARTING IN HIGH SCHOOL. THEY FOCUS ON PROVIDING A COMBINATION OF IDENTITY-AFFIRMING, STUDENT-DIRECTED, AND EXPOSURE-RICH LEARNING EXPERIENCES, INCUBATOR-LIKE SUPPORTS, AND MEANINGFUL FUNDING TO HELP YOUNG BLACK ENTREPRENEURS ACCELERATE THEIR SUCCESS. | $40,000 | NONE | 12/31/2022 | 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 (CO CAMBIAR EDUCATION) | |||||||||||
| 4653 CARMEL MOUNTAIN RD STE 308-97 | SAN DIEGO | CA | 92130 | 2022-05-19 | $20,000 | 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. | $20,000 | NONE | 12/31/2022 | 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 (CO CAMBIAR EDUCATION) | |||||||||||
| 4653 CARMEL MOUNTAIN RD STE 308-97 | SAN DIEGO | CA | 92130 | 2022-10-07 | $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 | 12/31/2022 | 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 (CO CAMBIAR EDUCATION) | |||||||||||
| 4653 CARMEL MOUNTAIN RD STE 308-97 | SAN DIEGO | CA | 92130 | 2022-10-21 | $35,000 | 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. | $35,000 | NONE | 12/31/2022; 5/22/2023 | 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). | |
| FOUNDATION TO BE NAMED LATER (CO PHILANTHROPY MA) | |||||||||||
| 133 FEDERAL STREET SUITE 802 | BOSTON | MA | 02110 | 2021-11-29 | $55,000 | FOUNDATION TO BE NAMED LATER IS DEDICATED TO IMPROVING LIVES THROUGH EDUCATION, LEADERSHIP AND THE HEALTHY DEVELOPMENT OF YOUTH AND FAMILIES. THEY PROVIDE DIRECT PETER GAMMONS COLLEGE SCHOLARSHIPS AND PARTNER WITH NONPROFITS THAT BENEFIT URBAN YOUTH AND FAMILIES CONCENTRATING ON LEADERSHIP, EDUCATION AND HEALTHY DEVELOPMENT. | $55,000 | NONE | 12/31/2022 | 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 | 2022-10-07 | $50,000 | FRANKLIN STREET HELPS EDUCATORS REIMAGINE WHAT SCHOOLS COULD BE: PLACES OF DISCOVERY, JOY, AND GROWTHNOT JUST FOR THE KIDS BUT FOR THE ADULTS, TOO. | $30,000 | NONE | 1/30/2022 | 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 | 2023-10-20 | $60,000 | FRANKLIN STREET HELPS EDUCATORS REIMAGINE WHAT SCHOOLS COULD BE: PLACES OF DISCOVERY, JOY, AND GROWTHNOT JUST FOR THE KIDS BUT FOR THE ADULTS, TOO. | $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). | |
| GREATER THAN ONE COLLECTIVE (CO LAUNCH NETWORK) | |||||||||||
| 8421 E 21ST AVE | DENVER | CO | 80238 | 2022-01-07 | $50,000 | THE GREATER THAN ONE COLLECTIVE IS A NETWORK OF COMMUNITY ORGANIZATIONS, SUPPORTED AND COORDINATED BY A BACKBONE ORGANIZATION, THAT FACILITATES TRANSFORMATIONAL CHANGES IN THE AREAS OF EDUCATION, EMPLOYMENT, HEALTH, AND WEALTH. | $50,000 | NONE | 12/31/2022 | 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). | |
| JOYFUL IMPACT ACCELERATOR | |||||||||||
| 44 HOWARD AVE | NEW HAVEN | CT | 06519 | 2022-05-19 | $50,000 | THROUGH THE JOYFUL IMPACT ACCELERATOR, BUILDING IMPACT HELPS FORWARD THINKING LEADERS WITH BIG VISIONS FOR MAKING CHANGE IN THE WORLD DEVELOP THE KNOWLEDGE, SKILLS, AND MINDSETS NECESSARY TO MAKE THE VERY MOST OF THEIR OWN POTENTIAL AS CHANGE AGENTS. THIS UNIQUE PROGRAM IS OFFERED TO LEADERS OF SOCIAL VENTURES IN THE EDUCATION ARENA, WITH AN EMPHASIS ON THOSE WITH A VISION TO TRANSFORM THE PROVISION OF K12 EDUCATION. | $50,000 | NONE | 12/31/2022 | 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 | 2021-08-24 | $35,000 | LIBERATED:A LIBERATORY APPROACH TO SOCIAL AND EMOTIONAL LEARNING (SEL), RACIAL JUSTICE, AND HEALING. LIBERATED CENTERS RADICAL LOVE, JUSTICE, AND HEALING IN SOCIAL AND EMOTIONAL LEARNING. | $35,000 | NONE | 1/21/2022; 12/31/2022; 12/31/2023 | 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 | 2022-03-18 | $50,000 | LIBERATED IS A SOCIAL AND EMOTIONAL LEARNING APPROACH TO RACIAL JUSTICE AND HEALING. A MOVEMENT. A COLLECTIVE. A PATH TOWARDS LIBERATION. | $50,000 | NONE | 12/31/2022; 12/31/2023; 1/31/2024 | 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. | $55,728 | NONE | 1/31/2024; 2/2/2024 | 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 | 80022 | 2022-05-19 | $30,000 | MOW IS MOVING EDUCATION LIBERATION FORWARD BY CO-CREATING MONTESSORI-BASED LEARNING ENVIRONMENTS WITHIN BLACK AND BROWN COMMUNITIES, ENSURING THAT CHILDREN AND FAMILIES CAN LEARN, PLAY, AND DREAM TOGETHER. MOW IS COMMITTED TO EMPOWERING FAMILIES AS THEIR CHILDS FIRST EDUCATOR AND TO CREATING SPACES THAT ARE CULTURALLY RELEVANT FOR CHILDREN OF COLOR TO EXPRESS THEIR JOY AND CREATIVITY. | $30,000 | NONE | 3/01/2023 | 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 | 80022 | 2023-06-08 | $35,000 | MOW IS MOVING EDUCATION LIBERATION FORWARD BY CO-CREATING MONTESSORI-BASED LEARNING ENVIRONMENTS WITHIN BLACK AND BROWN COMMUNITIES, ENSURING THAT CHILDREN AND FAMILIES CAN LEARN, PLAY, AND DREAM TOGETHER. MOW IS COMMITTED TO EMPOWERING FAMILIES AS THEIR CHILDS FIRST EDUCATOR AND TO CREATING SPACES THAT ARE CULTURALLY RELEVANT FOR CHILDREN OF COLOR TO EXPRESS THEIR JOY AND CREATIVITY. | $9,125 | NONE | 1/31/2024 | 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 | 2022-07-15 | $30,000 | 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. | $30,000 | NONE | 12/31/2022; 5/31/2023 | 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 | 2023-08-18 | $40,000 | 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. | $4,339 | NONE | 12/31/2023 | 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. | $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). | |
| RECONSTRUCTION US | |||||||||||
| 1283 TUNICA ST BOX 80160 | MEMPHIS | TN | 38108 | 2022-10-14 | $20,000 | PROGRAMMING AND OPERATIONS. | $20,000 | NONE | 2/6/2023; 10/6/2023 | 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 CENTER FOR HUMAN DEVELOPMENT (CO CAMBIAR EDUCATION) | |||||||||||
| 4653 CARMEL MOUNTAIN ROAD SUITE | SAN DIEGO | CA | 91230 | 2023-11-29 | $50,000 | THE CENTER FOR HUMAN DEVELOPMENT (RENAMED TO THE RITHM PROJECT IN JAN 2024) 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. | $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). | 308-97 |
| THE GROVE (CO CNDC) | |||||||||||
| 2590 WELTON STREET | DENVER | CO | 80205 | 2023-11-10 | $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. | $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 LEARNER STUDIO (CO CAMBIAR EDUCATION) | |||||||||||
| 4653 CARMEL MOUNTAIN RD STE 308-97 | SAN DIEGO | CA | 921306650 | 2023-11-14 | $55,000 | THE LEARNER STUDIO WILL ACCELERATE PROGRESS TOWARDS A FLEXIBLE, RIGOROUS, EQUITABLE, AND LEARNER CENTERED EDUCATION SYSTEM, SO ALL YOUNG PEOPLE ARE INSPIRED AND PREPARED TO THRIVE IN LIFE, CAREER, PROBLEM-SOLVING, AND CITIZENSHIP. | $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). | |
| VERONICA BENAVIDES CONSULTING LLC DBA BILINGUAL GENERATION | |||||||||||
| 1143 FRUITVALE DRIVE | HOUSTON | TX | 77038 | 2023-06-08 | $45,000 | BILINGUAL GENERATION (FORMERLY THE LANGUAGE PRESERVATION PROJECT) IS A MOVEMENT TO REVERSE THE TREND OF LANGUAGE LOSS ACROSS THE GENERATIONS. WE SUPPORT FAMILIES AND EDUCATORS IN RECOGNIZING AND LEVERAGING THE STRENGTHS OF THEIR OWN CULTURE AND HERITAGE LANGUAGE AND THEN USING THIS TO RAISE AND TEACH MULTICULTURAL AND MULTILINGUAL CHILDREN. THIS PROJECT, STARTING IN SPANISH AND THEN EXPANDING TO OTHER LANGUAGES, WILL REVERSE YEARS OF INSTITUTIONALIZED AND CULTURAL MESSAGING THAT IMMIGRANT AND INDIGENOUS LANGUAGES AND CULTURES ARE WEAKNESSES AND NOT STRENGTHS. WE ARE FOCUSED ON PROVIDING FREE RELEVANT, PRACTICAL, RESEARCH-BASED TOOLS TO OUR AUDIENCE THROUGH OUR COMMUNITY RESOURCE HUB, BLOG, AND PODCAST. | $45,000 | NONE | 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). | ||
| VERONICA BENAVIDES CONSULTING LLC DBA THE LANGUAGE PRESERVATION PROJECT | |||||||||||
| 1143 FRUITVALE DRIVE | HOUSTON | TX | 77038 | 2022-04-29 | $50,000 | THE LANGUAGE PRESERVATION PROJECT IS A MOVEMENT TO REVERSE THE TREND OF LANGUAGE LOSS ACROSS THE GENERATIONS. WE SUPPORT FAMILIES AND EDUCATORS IN RECOGNIZING AND LEVERAGING THE STRENGTHS OF THEIR OWN CULTURE AND HERITAGE LANGUAGE AND THEN USING THIS TO RAISE AND TEACH MULTICULTURAL AND MULTILINGUAL CHILDREN. THIS PROJECT, STARTING IN SPANISH AND THEN EXPANDING TO OTHER LANGUAGES, WILL REVERSE YEARS OF INSTITUTIONALIZED AND CULTURAL MESSAGING THAT IMMIGRANT AND INDIGENOUS LANGUAGES AND CULTURES ARE WEAKNESSES AND NOT STRENGTHS. WE ARE FOCUSED ON PROVIDING FREE RELEVANT, PRACTICAL, RESEARCH-BASED TOOLS TO OUR AUDIENCE THROUGH OUR COMMUNITY RESOURCE HUB, BLOG, AND PODCAST. | $50,000 | NONE | 12/31/2022; 2/21/2023 | 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). | |
| VERONICA BENAVIDES CONSULTING LLC DBA THE LANGUAGE PRESERVATION PROJECT | |||||||||||
| 1143 FRUITVALE DRIVE | HOUSTON | TX | 77038 | 2022-09-16 | $44,000 | THE LANGUAGE PRESERVATION PROJECT IS A MOVEMENT TO REVERSE THE TREND OF LANGUAGE LOSS ACROSS THE GENERATIONS. WE SUPPORT FAMILIES AND EDUCATORS IN RECOGNIZING AND LEVERAGING THE STRENGTHS OF THEIR OWN CULTURE AND HERITAGE LANGUAGE AND THEN USING THIS TO RAISE AND TEACH MULTICULTURAL AND MULTILINGUAL CHILDREN. THIS PROJECT, STARTING IN SPANISH AND THEN EXPANDING TO OTHER LANGUAGES, WILL REVERSE YEARS OF INSTITUTIONALIZED AND CULTURAL MESSAGING THAT IMMIGRANT AND INDIGENOUS LANGUAGES AND CULTURES ARE WEAKNESSES AND NOT STRENGTHS. WE ARE FOCUSED ON PROVIDING FREE RELEVANT, PRACTICAL, RESEARCH-BASED TOOLS TO OUR AUDIENCE THROUGH OUR COMMUNITY RESOURCE HUB, BLOG, AND PODCAST. | $44,000 | NONE | 12/31/2022; 2/21/2023 | 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). | |
| VOCAL COALITION (CO HNC) | |||||||||||
| 1640 N DOWNING STREET 102 | DENVER | CO | 80218 | 2022-07-15 | $10,000 | VOCO (VOCAL COALITION YOUTH CHOIRS), THROUGH MODERN VOCAL MUSIC EDUCATION, HELPS KIDS BECOME CONFIDENT PERFORMERS AND PEOPLE WHO BELIEVE IN THE POWER OF THEIR VOICE. | $10,000 | NONE | 1/30/2022; 1/30/2023; 6/30/2023 | 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). | |
| VOCAL COALITION (CO HNC) | |||||||||||
| 1640 N DOWNING STREET 102 | DENVER | CO | 80218 | 2022-07-15 | $30,000 | VOCO (VOCAL COALITION YOUTH CHOIRS), THROUGH MODERN VOCAL MUSIC EDUCATION, HELPS KIDS BECOME CONFIDENT PERFORMERS AND PEOPLE WHO BELIEVE IN THE POWER OF THEIR VOICE. | $30,000 | NONE | 1/30/2022; 7/15/2022 | 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). | |
| WE ARE FARMILY (CO HNC) | |||||||||||
| 3533 N MARION ST | DENVER | CO | 80205 | 2021-10-29 | $75,000 | WE ARE FARMILY IS A NON-PROFIT EDUCATIONAL CENTER THAT IS FOCUSED ON SUSTAINABLE PRACTICES, OUTDOOR EDUCATION, SOCIAL & EMOTIONAL HEALTH WITH THE SUPPORT OF A MAKERSPACE. THROUGH LEARNING SUSTAINABLE PRACTICES AND INCREASING SELF-RELIANCE; STUDENTS, THEIR FAMILIES & THEIR COMMUNITIES CAN CREATE THE LIVES THEY IMAGINE FOR THEMSELVES. | $75,000 | NONE | 2/11/2022; 1/31/2023 | 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). | |
| WE ARE FARMILY (CO HNC) | |||||||||||
| 3533 N MARION ST | DENVER | CO | 80205 | 2022-05-19 | $75,000 | WE ARE FARMILY IS A NON-PROFIT EDUCATIONAL CENTER THAT IS FOCUSED ON SUSTAINABLE PRACTICES, OUTDOOR EDUCATION, SOCIAL & EMOTIONAL HEALTH WITH THE SUPPORT OF A MAKERSPACE. THROUGH LEARNING SUSTAINABLE PRACTICES AND INCREASING SELF-RELIANCE; STUDENTS, THEIR FAMILIES & THEIR COMMUNITIES CAN CREATE THE LIVES THEY IMAGINE FOR THEMSELVES. | $75,000 | NONE | 2/2/2023 | 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). | |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (32 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SEMPER VIC PARTNERS QP | FMV | $20,093,485 | $20,093,485 |
| WELLINGTON SELECT LEADERS | FMV | $14,663,234 | $14,663,234 |
| HARBOUR SPRINGS | FMV | $1,666,249 | $1,666,249 |
| OAKMARK | FMV | $7,006,072 | $7,006,072 |
| EDGEWOOD GROWTH | FMV | $16,101,103 | $16,101,103 |
| BLACKROCK STRATEGIC | FMV | $11,428,327 | $11,428,327 |
| PIMCO | FMV | $15,802,995 | $15,802,995 |
| RENAISSANCE | FMV | $7,093,719 | $7,093,719 |
| MARSHALL WACE | FMV | $8,008,562 | $8,008,562 |
| ANCHORAGE | FMV | $4,254,137 | $4,254,137 |
| ANCHORAGE VIII | FMV | $1,982,751 | $1,982,751 |
| FARALLON CAPITAL INVESTMENT | FMV | $8,992,865 | $8,992,865 |
| ISHARES CORE S&P 500 ETF | FMV | $8,041,145 | $8,041,145 |
| OWL VENTURES FUND III | FMV | $3,376,760 | $3,376,760 |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | FMV | $8,157,472 | $8,157,472 |
| DAVIDSON KEMPNER OPPS INTL VI LP | FMV | $508,416 | $508,416 |
| FARALLON EQUITY PARTNERS INTL LTD | FMV | $20,898,841 | $20,898,841 |
| GQG PARTNERS EMERGING MARKETS EQUITY FUND | FMV | $7,036,744 | $7,036,744 |
| HIGHCLERE INTL INVESTORS SMID FUND | FMV | $8,158,694 | $8,158,694 |
| INDUS SELECT FUND LP | FMV | $7,792,981 | $7,792,981 |
| JUNTO CAPITAL PARTNERS LP | FMV | $8,859,862 | $8,859,862 |
| CETCOM ASSOCIATES, LP | FMV | $453,500 | $453,500 |
| MAINSAIL PARTNERS V | FMV | $5,361,035 | $5,361,035 |
| SHERIDAN SQUARE | FMV | $11,743,394 | $11,743,394 |
| OWL VENTURES IV | FMV | $3,801,523 | $3,801,523 |
| ANOMALY CAPITAL | FMV | $9,249,860 | $9,249,860 |
| VITRUVIAN INVESTMENT PARTNERSHIP IV | FMV | $4,815,951 | $4,815,951 |
| CASDIN CAPITAL | FMV | $2,189,329 | $2,189,329 |
| CASDIN CAPITAL FUND II | FMV | $2,158,950 | $2,158,950 |
| CASDIN PARTNERS OFFSHORE FUND | FMV | $1,525,546 | $1,525,546 |
| MAINSAIL PARTNERS VI | FMV | $1,305,304 | $1,305,304 |
| MIDOCEAN PARTNERS VI | FMV | $783,788 | $783,788 |
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 | $92,535 | $92,717 | $92,717 |
| FURNITURE AND FIXTURES | $114,603 | $49,310 | $65,293 | $65,293 |
| SOFTWARE | $75,800 | $14,930 | $60,870 | $60,870 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,988 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,140 | 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 | $42,153 | EOYBookValueAmt |
| EOYFMV | $42,153 | 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 | $294 | $0 | $0 | $294 |
| PERMITS, LICENCES AND FEES | $3,635 | $0 | $0 | $3,615 |
| OFFICE AND MISCELLANEOUS EXPENSE | $11,185 | $0 | $0 | $36,918 |
| PROGRAM EXPENSE | $3,064 | $0 | $0 | $3,064 |
| PHONE AND INTERNET | $99,255 | $0 | $0 | $102,646 |
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 | $2,560,211 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $14,297,650 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASEHOLD LIABILITY | Desc |
| BOY Book Value | $21,277 | BOYBookValueAmt |
| EOY Book Value | $42,025 | 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 | $300,000 | $300,000 | $0 | $0 |
| OTHER CONSULTING FEES | $405,650 | $0 | $0 | $405,650 |
| INVESTMENT MGMT. FEES | $221,933 | $221,933 | $0 | $0 |
| RETIREMENT PLAN CONSULTING FEES | $10,203 | $0 | $0 | $10,203 |
| PIPELINE PARTNERS CONSULTING FEES | $0 | $0 | $0 | $2,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAX PAYMENT | $241,906 | $0 | $0 | $0 |
| PROPERTY TAXES | $6,620 | $0 | $0 | $6,571 |