BOETTCHER FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BOETTCHER FOUNDATION (EIN 84-0404274)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-07
- IRS object ID
- 202403129349101135
- Schema version
- 2023v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-07T12:23:44-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 841255164 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KUNDINGER CORDER & MONTOYA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 LINCOLN STREET SUITE 200 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 840404274 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOETTCHER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOET | BusinessNameControlTxt |
| Phone | 3035341937 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 SEVENTEENTH STREET SUITE 2210S | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN KRUSE | PersonNm |
| Person Title | COO/VP FINANCE | PersonTitleTxt |
| Signature | 2024-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTIN CALDER | PreparerPersonNm |
| PTIN | P01720813 | PTIN |
| Phone | 3035345953 | PhoneNum |
| Preparation | 2024-11-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $346,776,896 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $243,050 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,744,280 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,744,280 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,899,222 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,279,790 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,637,774 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,140,077 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,127,271 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $19,026,629 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,509,325 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $565,753 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $68,912 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $496,841 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,109,339 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $14,985 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,089,270 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $561,305 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $28,065 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $533,240 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $23,464 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $23,464 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,775 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $26,325 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $844,136 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $530,595 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $275,541 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $230,651 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $435,001 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $18,739 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $416,262 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $94,010 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,050 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $89,960 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $60,348 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $2,600 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $57,748 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,527,954 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21,533 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,506,421 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,487,061 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $698,254 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,515,072 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,630,760 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,803,372 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,117,821 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $698,254 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,318,444 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,908,808 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,811,071 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,994,051 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,853,279 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,853,279 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $113,986,884 | CorporateStockBOYAmt |
| Corporate Stock EOY | $105,093,457 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $135,018,374 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $14,139,860 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $22,267,857 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $19,546,559 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $132,281,984 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $137,850,327 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $186,612,017 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $500,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $746,667 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $746,667 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $266,902,779 | TotalAssetsBOYAmt |
| Total Assets EOY | $270,811,587 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $346,776,896 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $266,542,779 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $270,451,587 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $360,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $360,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $266,902,779 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $270,811,587 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $266,902,779 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $270,811,587 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $266,902,779 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,908,808 | ExcessRevenueOverExpensesAmt |
| Subtotal | $270,811,587 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $270,811,587 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAINS | P | $7,746,497 | $7,746,497 | $7,746,497 | |
| LEGACY VENTURE X | P | $799 | $799 | $799 | |
| ANCHORAGE ILLIQUID OPP OFFSHORE VI | P | -$1,905 | -$1,905 | $1,905 | |
| MHR INSTITUTIONAL PARTNERS II | P | $8,161 | $8,161 | $8,161 | |
| ANCHORAGE CREDIT OPP OFFSHORE VIII | P | $2,132 | $2,132 | $2,132 | |
| MHR INSTITUTIONAL PARTNERS III | P | $1,296 | $1,296 | $1,296 | |
| ARBOUR LANE COF II (B) | P | $57,238 | $57,238 | $57,238 | |
| MHR INSTITUTIONAL PARTNERS IV | P | -$25,133 | -$25,133 | $25,133 | |
| ARBOUR LANE COF III (B) | P | -$84,832 | -$84,832 | $84,832 | |
| PAINE SCHWARTZ FOOD CHAIN V | P | $655,066 | $655,066 | $655,066 | |
| CLAYTON DUBLIER RICE VIII | P | $298,686 | $298,686 | $298,686 | |
| PLATTE RIVER VENTURES III-B | P | $3,034 | $3,034 | $3,034 | |
| CLAYTON DUBLIER RICE IX | P | $1,022,573 | $1,022,573 | $1,022,573 | |
| PLATTE RIVER VENTURES IV | P | $57,066 | $57,066 | $57,066 | |
| CLAYTON DUBLIER RICE X | P | $922,611 | $922,611 | $922,611 | |
| TIFF PEP 2007 | P | $53,249 | $53,249 | $53,249 | |
| COLORADO IMPACT FUND | P | $247 | $247 | $247 | |
| TIFF V INTL | P | -$200,859 | -$200,859 | $200,859 | |
| COMMONFUND CAPITAL PARTNERS III | P | -$24,465 | -$24,465 | $24,465 | |
| TIFF V US | P | $15,787 | $15,787 | $15,787 | |
| COMMONFUND ENDOWMENT PARTNERS V | P | -$43,374 | -$43,374 | $43,374 | |
| CU HEALTHCARE INNOVATION FUND | P | $98 | $98 | $98 | |
| INNOSPHERE VENTURES FUND II | P | $3,842 | $3,842 | $3,842 | |
| LEGACY VENTURE VIII | P | $149,045 | $149,045 | $149,045 | |
| LEGACY VENTURE IX | P | $20,915 | $20,915 | $20,915 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,637,774 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $10,637,774 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $247,574 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $247,574 | SubtotalAmt |
| Tax Based On Investment Income | $247,574 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $236,784 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $236,784 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $10,790 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BOETTCHERFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOETTCHER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3035341937 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 17TH STREET SUITE 2210 SOUTH | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 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 |
|---|---|---|---|---|---|---|---|---|
| TONY FRANK | ||||||||
| 600 17TH STREET SUITE 2210 SOUTH | DENVER | CO | 80202 | CHAIR | 1.50 | $1,000 | $0 | $44 |
| GREGORY L MOORE | ||||||||
| 600 17TH STREET SUITE 2210 SOUTH | DENVER | CO | 80202 | CHAIR-ELECT | 1.50 | $1,000 | $0 | $153 |
| MICHELLE LUCERO | ||||||||
| 600 17TH STREET SUITE 2210 SOUTH | DENVER | CO | 80202 | SECRETARY | 1.50 | $1,000 | $0 | $44 |
| JASON WHEELER | ||||||||
| 600 17TH STREET SUITE 2210 SOUTH | DENVER | CO | 80202 | TREASURER | 1.50 | $1,000 | $0 | $44 |
| REBECCA LOVE KOURLIS | ||||||||
| 600 17TH STREET SUITE 2210 SOUTH | DENVER | CO | 80202 | TRUSTEE | 1.20 | $1,000 | $0 | $44 |
| DAVID MILLER | ||||||||
| 600 17TH STREET SUITE 2210 SOUTH | DENVER | CO | 80202 | TRUSTEE | 1.20 | $0 | $0 | $0 |
| RICO MUNN | ||||||||
| 600 17TH STREET SUITE 2210 SOUTH | DENVER | CO | 80202 | TRUSTEE | 1.20 | $1,000 | $0 | $963 |
| LINDSEY PAULSON | ||||||||
| 600 17TH STREET SUITE 2210 SOUTH | DENVER | CO | 80202 | TRUSTEE | 1.20 | $1,000 | $0 | $44 |
| RICK PEDERSON | ||||||||
| 600 17TH STREET SUITE 2210 SOUTH | DENVER | CO | 80202 | TRUSTEE | 1.20 | $0 | $0 | $44 |
| PAMELA SHOCKLEY-ZALABAK | ||||||||
| 600 17TH STREET SUITE 2210 SOUTH | DENVER | CO | 80202 | TRUSTEE | 1.20 | $1,000 | $0 | $44 |
| KATIE S KRAMER | ||||||||
| 600 17TH STREET SUITE 2210 SOUTH | DENVER | CO | 80202 | PRES/CEO | 40.00 | $355,842 | $75,005 | $3,240 |
| KAREN KRUSE | ||||||||
| 600 17TH STREET SUITE 2210 SOUTH | DENVER | CO | 80202 | COO/VP FINAN | 40.00 | $201,911 | $42,794 | $1,380 |
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 |
|---|---|---|---|---|---|---|---|---|
| TIFFANY ANDERSON | ||||||||
| 600 17TH STREET SUITE 2210 SOUTH | DENVER | CO | 80202 | VP GRANTS & | 40.00 | $177,453 | $22,592 | $1,380 |
| CURTIS ESQUIBEL | ||||||||
| 600 17TH STREET SUITE 2210 SOUTH | DENVER | CO | 80202 | DIR COMM & E | 40.00 | $157,997 | $20,557 | $1,380 |
| VANESSA ROMAN | ||||||||
| 600 17TH STREET SUITE 2210 SOUTH | DENVER | CO | 80202 | DIR SCHOLARS | 40.00 | $110,426 | $3,304 | $1,380 |
| GARRETT MAYBERRY | ||||||||
| 600 17TH STREET SUITE 2210 SOUTH | DENVER | CO | 80202 | PROGRAMS MAN | 40.00 | $95,223 | $12,754 | $1,380 |
| LESLIE BALDWIN | ||||||||
| 600 17TH STREET SUITE 2210 SOUTH | DENVER | CO | 80202 | GRANTS MANAG | 40.00 | $88,465 | $11,483 | $1,380 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 6 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT CO LLC | |||||
| 280 CONGRESS STREET | BOSTON | MA | 02210 | INV MGMT | $300,597 |
| MONTICELLO ASSOCIATES INC | |||||
| 1800 LARIMER STREET 2100 | DENVER | CO | 80202 | INV CONSULT | $150,000 |
| WINDELL ADVISORS | |||||
| 6511 B MINOLA ST | HOUSTON | TX | 77007 | ACCT CONSULT | $85,350 |
| PAVO LEADERSHIP LLC | |||||
| 3111 W 36TH AVE | DENVER | CO | 80211 | EXEC CONSULTANT | $76,333 |
| NORTHERN TRUST | |||||
| 50 S LASALLE STREET | CHICAGO | IL | 60675 | INV MGMT | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 2 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CHAI DEBT CAPITAL, LLC | Description1Txt |
| Expenses1 | $125,000 | Expenses1Amt |
| Description2 | CHAI EQUITY CAPITAL, L.P. | Description2Txt |
| Expenses2 | $121,667 | Expenses2Amt |
| Total | $246,667 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $318,798,618 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,028,039 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $327,826,657 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $327,826,657 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,917,400 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $322,909,257 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,145,463 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,145,463 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $247,574 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $247,574 | TotalTaxAmt |
| Distributable Before Adj | $15,897,889 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $172,612 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,070,501 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $16,070,501 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,318,444 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $246,667 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $14,565,111 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,070,501 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,979,306 | UndistributedIncomePYAmt |
| Qualifying Distributions | $14,565,111 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,979,306 | AppliedToYear1Amt |
| Applied To Current Year | $6,585,805 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $9,484,696 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BOETTCHER FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 17TH STREET SUITE 2210 SOUTH | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3035341937 | RecipientPhoneNum |
| Recipient Email Address | INFO@BOETTCHERFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | INFORMATION IS AVAILABLE AT WWW.BOETTCHERFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | INFORMATION IS AVAILABLE AT WWW.BOETTCHERFOUNDATION.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE BOETTCHER FOUNDATION BELIEVES IN THE PROMISE OF COLORADO AND THE POTENTIAL OF COLORADANS. WE INVEST IN PEOPLE, PROGRAMS, AND ORGANIZATIONS ACROSS THE STATE TO CREATE A FOUNDATION FOR COMMUNITY BUILDING AND TRANSFORMATIONAL IMPACT. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHMENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHMENT | AddressLine1Txt |
| City | SEE ATTACHMENT | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE ATTACHMENT | GrantOrContributionPurposeTxt |
| Amt | $9,803,372 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,803,372 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHMENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHMENT | AddressLine1Txt |
| City | SEE ATTACHMENT | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE ATTACHMENT | GrantOrContributionPurposeTxt |
| Amt | $1,207,670 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,207,670 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,744,280 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $12,806 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,127,271 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $261,448 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,637,774 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $274,254 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $18,509,325 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,783,579 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
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 Person | GRADY LORI DURHAM | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 17TH STREET SUITE 2210 S | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $240,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KUNDINGER, CORDER & MONTOYA P.C. | CategoryTxt |
| Amt | $35,100 | Amt |
| Net Investment Income | $8,775 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $26,325 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PIMCO TOTAL RETURN INSTITUTIONAL | $11,852,789 | $10,704,734 |
| WESTERN ASSET (WAMCO) CORE PLUS BOND | $10,415,068 | $8,841,825 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FARALLON EQUITY PARTNERS | $9,750,024 | $20,306,037 |
| GMO QUALITY FUND | $14,274,732 | $16,903,395 |
| WHALE ROCK LONG OPPORTUNITIES FUND | $15,000,000 | $17,238,879 |
| DURABLE CAPITAL PARTNERS | $12,500,000 | $19,170,343 |
| WELLINGTON MICRO CAP | $7,803,377 | $9,466,185 |
| DODGE & COX INTERNATIONAL | $8,092,796 | $10,857,878 |
| SELECT EQUITY SHERIDAN SQUARE | $10,000,000 | $9,376,207 |
| WELLINGTON INTERNATIONAL GROWTH | $9,866,593 | $11,136,820 |
| ARISAIG | ||
| GQG PARTNERS EMERGING MARKETS EQUITY | $7,678,141 | $9,423,239 |
| NEWPORT ASIA | ||
| SSGA S&P 500 EQUAL WEIGHTED INDEX | $10,127,794 | $11,139,391 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (56 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MARSHALL WACE | AT COST | $7,000,000 | $12,032,056 |
| RA CAPITAL HEALTHCARE INT'L FUND | AT COST | $10,000,000 | $9,382,787 |
| STEADFAST INTERNATIONAL | AT COST | $2,285,796 | $4,116,681 |
| VIKING GLOBAL EQUITIES III | AT COST | $11,000,000 | $12,613,874 |
| AG ENERGY CREDIT OPPORTUNITIES | AT COST | $72,372 | $212,894 |
| BLACKSTONE ICAPITAL-BREP IX | AT COST | $2,378,751 | $3,379,669 |
| BLACKSTONE BREP X | AT COST | $212,061 | $180,741 |
| EIG ENERGY FUND XIV-A | AT COST | $879,873 | $175,096 |
| EIG ENERGY FUND XV-A | AT COST | $686,498 | $185,433 |
| EIG ENERGY FUND XVI | AT COST | $1,045,860 | $1,288,841 |
| ANCHORAGE ILLIQUID OPPORTUNITIES OS | AT COST | $1,815,763 | $2,468,086 |
| ANCHORAGE CREDIT OPP OS VIII (B) | AT COST | $2,758,276 | $3,120,912 |
| NATURAL GAS PARTNERS XI | AT COST | $773,074 | $1,434,518 |
| NATURAL GAS PARTNERS X | AT COST | $297,096 | $167,193 |
| NATURAL GAS PARTNERS IX | AT COST | $2,108 | |
| NATURAL GAS PARTNERS XII | AT COST | $1,145,509 | $2,844,065 |
| JUNTO OFFSHORE FUND LTD | AT COST | $12,000,000 | $13,398,359 |
| ARBOUR LANE COF II(B) | AT COST | $3,457,855 | $3,853,076 |
| ARBOUR LANE COF III(B) | AT COST | $2,242,083 | $2,143,967 |
| CANYON DISTRESSED III | AT COST | $3,000,000 | $3,768,608 |
| CLAYTON DUBILIER RICE VIII | AT COST | $145,517 | $8,851 |
| CLAYTON DUBILIER RICE IX | AT COST | $872,463 | $2,353,262 |
| CLAYTON DUBILIER RICE X | AT COST | $4,010,515 | $6,355,551 |
| COLORADO IMPACT FUND | AT COST | $811,959 | $542,974 |
| COMMONFUND CAPITAL PARTNERS II | AT COST | $110,496 | $114,645 |
| COMMONFUND ENDOWMENT VENTURES V | AT COST | $29,983 | |
| CU HEALTHCARE INNOVATION FUND | AT COST | $304,173 | $341,505 |
| DURABLE CAPITAL OPP OS FUND | AT COST | $1,367,227 | $1,387,357 |
| FARALLON SPECIAL SITUATIONS FUND II | AT COST | $1,523,762 | $1,848,349 |
| INNOSPHERE VENTURES FUND II | AT COST | $114,914 | $112,824 |
| INSOLVE GLOBAL CREDIT FEEDER FUND IV | AT COST | $1,516,113 | $2,600,647 |
| INSOLVE GLOBAL CREDIT FEEDER FUND V | AT COST | $3,428,156 | $3,638,479 |
| KINDERHOOK CAPITAL FUND VII-B | AT COST | $2,122,989 | $3,372,905 |
| LEGACY VENTURE VIII | AT COST | $4,467,824 | $9,295,350 |
| LEGACY VENTURE IX | AT COST | $2,638,797 | $4,230,346 |
| LEGACY VENTURE X | AT COST | $1,687,726 | $1,684,716 |
| LEXINGTON LMMI OFFSHORE IV | AT COST | $2,639,200 | $4,610,202 |
| MAINSAIL PARTNERS VI LP | AT COST | $1,166,417 | $973,635 |
| MHR INSTITUTIONAL PARTNERS II | AT COST | $591,214 | $586,219 |
| MHR INSTITUTIONAL PARTNERS III | AT COST | $480,563 | $600,823 |
| MHR INSTITUTIONAL PARTNERS IV | AT COST | $2,179,317 | $3,173,710 |
| PAINE SCHWARTZ FOOD CHAIN FUND V B | AT COST | $2,879,839 | $4,433,890 |
| PLATTE RIVER VENTURES III-B | AT COST | $1,585,272 | $1,079,879 |
| PLATTE RIVER VENTURES IV | AT COST | $2,970,401 | $3,934,552 |
| SAGEVIEW CAPITAL PARTNERS II | AT COST | $4,550,677 | $7,423,556 |
| SAGEVIEW CAPITAL PARTNERS III | AT COST | $2,163,784 | $2,222,112 |
| STEPSTONE SECONDARIES FUND V | AT COST | $2,046,153 | $2,102,974 |
| TIFF PARTNERS V - INTL | AT COST | $1,658 | |
| TIFF PARTNERS V - US | AT COST | $158,277 | $40,564 |
| TIFF PEP 2007 | AT COST | $280,904 | $495,645 |
| VITRUVIAN IV | AT COST | $2,494,464 | $3,049,884 |
| VITRUVIAN V | AT COST | $246,569 | $180,324 |
| DAVIDSON KEMPNER | AT COST | $12,268,769 | $12,193,072 |
| ETON PARK | AT COST | $163 | |
| FARALLON CAPITAL INSTITUTIONAL PARTN | AT COST | $10,943,205 | $11,881,639 |
| SILVER POINT | AT COST | $12,972,612 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (3 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| RECHT & KORNFIELD, P.C. | $2,104 | $2,104 |
| SECTOR LAW PLLC | $20,400 | $20,400 |
| US DEPT OF HOMELAND SECURITY | $960 | $960 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RELATED INVESTMENTS | Desc |
| BOY Book Value | $500,000 | BOYBookValueAmt |
| EOY Book Value | $746,667 | EOYBookValueAmt |
| EOYFMV | $746,667 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| SCHOLARSHIP PROGRAM | $691,793 | $691,793 | |
| STRATEGIC INITIATIVES | $272,808 | $272,808 | |
| MISC CHARITABLE RELATED | $137,500 | $137,500 | |
| FURNITURE AND EQUIPMENT | $20,084 | $19,080 | $1,004 |
| COMPUTER CONSULTING/EXPENSES | $156,503 | $148,678 | $7,825 |
| WEBB-WARING BIOMED RESEARCH | $28,179 | $28,179 | |
| EDUCATION AND TRAINING | $79,399 | $75,429 | $3,970 |
| RETIREMENT PLAN ADMINISTRATIO | $32,296 | $30,681 | $1,615 |
| BUSINESS INSURANCE | $34,328 | $32,612 | $1,716 |
| EQUIP LEASES AND MAINTENANCE | $9,978 | $9,479 | $499 |
| FUNDRAISING EXPENSES | $27,796 | $27,796 | |
| MEMBERSHIPS | $21,290 | $17,032 | $4,258 |
| PAYROLL SERVICE | $5,387 | $5,118 | $269 |
| OFFICE SUPPLIES | $4,886 | $4,642 | $244 |
| POSTAGE | $2,487 | $2,363 | $124 |
| OTHER | $3,240 | $3,231 | $9 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PASS THROUGHS (PARTNERSHIPS) | $6,067,728 | $6,067,728 |
| PARTNERSHIP UBTI | $12,806 | |
| OTHER INV INCOME | $59,543 | $59,543 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (10 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MONTICELLO ASSOCIATES | $150,000 | $112,000 | |
| WELLINGTON TRUST (MICRO CAP) | $223,068 | $223,068 | |
| WELLINGTON TRUST (INT'L EQUITY) | $77,529 | $77,529 | |
| NORTHERN TRUST | $75,000 | $75,000 | |
| WINDELL ADVISORS | $85,350 | $42,675 | $42,675 |
| STATE STREET GLOBAL ADVISORS | $323 | $323 | |
| PAVO LEADERSHIP | $76,333 | $76,333 | |
| DISRUPTION ADVISORS | $40,000 | $40,000 | |
| OFFICIENCY | $57,869 | $57,869 | |
| INTEGRIS | $58,664 | $58,664 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| EXCISE TAXES AND INCOME TAXES | $230,000 |
| INCOME TAXES | $651 |