MALONE FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: MALONE FAMILY FOUNDATION (EIN 84-1408520)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-13
IRS object ID: 202413189349101961
Schema version: 2023v5.1
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
Depreciation Schedule
Expenditure Responsibility Stmt
Investments Govt Obligations Sch
Land Etc Schedule2
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-13T11:46:15-06:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MARRS SEVIER & COMPANY LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3900 S WADSWORTH BLVD SUITE 340	AddressLine1Txt
City	LAKEWOOD	CityNm
State Abbreviation	CO	StateAbbreviationCd
ZIP	80235	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	841408520	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE MALONE FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% MARRS SEVIER & COMPANY LLC	InCareOfNm
Business Name Control	MALO	BusinessNameControlTxt
Phone	7208755201	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	440 SOUTH BEACH RD	AddressLine1Txt
City	HOBE SOUND	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33455	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JOHN MALONE	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	7208755354	PhoneNum
Signature	2024-11-13	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	GAIL W SEVIER	PreparerPersonNm
PTIN	P00506787	PTIN
Phone	3039226654	PhoneNum

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	$127,075,316	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	$0	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$3,421,871	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$3,421,871	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$5,941,002	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$30,048,946	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$8,924,253	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$9,362,873	TotalRevAndExpnssAmt
Total Net Invst Incm	$12,346,124	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Oth Empl Slrs Wgs Rev And Expnss	$118,256	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$118,256	OthEmplSlrsWgsNetInvstIncmAmt
Pension Empl Bnft Rev And Expnss	$13,813	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$13,813	PensionEmplBnftNetInvstIncmAmt
Legal Fees Rev And Expnss	$29,495	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$22,121	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$7,374	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$26,900	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$20,175	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$6,725	AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss	$40	InterestRevAndExpnssAmt
Interest Net Invst Incm	$40	InterestNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss	$7,722	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$7,722	TravConfMeetingNetInvstIncmAmt
Other Expenses Rev And Expnss	$1,409,279	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$1,434,163	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$1,605,505	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$1,616,290	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$14,099	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$29,491,736	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$29,491,736	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$31,097,241	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$1,616,290	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$29,505,835	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$21,734,368	ExcessRevenueOverExpensesAmt
Net Investment Income	$10,729,834	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$8,891	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$7,962	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$7,962	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$5,329,593	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$2,029,226	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$2,029,226	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$93,776,680	CorporateStockBOYAmt
Corporate Stock EOY	$74,410,221	CorporateStockEOYAmt
Corporate Stock EOYFMV	$111,887,555	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$12,200,272	CorporateBondsBOYAmt
Corporate Bonds EOY	$13,133,661	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$13,150,573	CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$34,015	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$34,014	LandBldgEquipAccumDeprecAmt
Land BOY	$1	LandBOYAmt
Land EOY	$1	LandEOYAmt
Other Assets BOY	$11,961	OtherAssetsBOYAmt
Other Assets EOY	$11,961	OtherAssetsEOYAmt
Total Assets BOY	$111,327,398	TotalAssetsBOYAmt
Total Assets EOY	$89,593,032	TotalAssetsEOYAmt
Total Assets EOYFMV	$127,075,316	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$111,327,398	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$89,593,032	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$111,327,398	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$89,593,032	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$111,327,398	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$89,593,032	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$111,327,398	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$21,734,368	ExcessRevenueOverExpensesAmt
Other Increases	$2	OtherIncreasesAmt
Subtotal	$89,593,032	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$89,593,032	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
17410 SHRS LIBERTY BROADBAND CORP	D	2022-01-01	2023-05-12	$1,337,916	$73,942	$1,263,974	$1,263,974
150743 SHRS LIBERTY MEDIA	D	2022-01-01	2023-05-11	$4,264,531	$380,611	$3,883,920	$3,883,920
17804 SHRS LIBERTY MEDIA	D	2022-01-01	2023-05-19	$691,143	$37,178	$653,965	$653,965
MS #4710 COVERED ST TRANSACTIONS	P	2023-01-01	2023-12-31	$589,829	$486,060	$103,769	$103,769
MS #4710 COVERED LT TRANSACTIONS	P	2022-01-01	2023-12-31	$23,165,527	$20,019,802	$3,145,725	$3,145,725
LOSS ON LBRD RIGHTS	D	2020-01-01	2023-12-31	$0	$127,100	-$127,100	-$127,100

Field	Value	IRS element (for citing)
Capital Gain Net Income	$8,924,253	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$149,145	InvestmentIncomeExciseTaxAmt
Subtotal	$149,145	SubtotalAmt
Tax Based On Investment Income	$149,145	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$138,333	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$138,333	TotalPaymentsAndCreditsAmt
Tax Due	$10,812	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	Yes (true)	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	CO	OrgReportOrRegisterStateCd
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.malonefamilyfoundation.org	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	MARRS SEVIER & COMPANY LLC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3039226654	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	3900 S WADSWORTH BLVD STE 340	AddressLine1Txt
City	Lakewood	CityNm
State Abbreviation	CO	StateAbbreviationCd
ZIP	80235	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	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
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	false	GrantsToIndividualsInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc	Yes (true)	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 (3 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
JOHN C MALONE
12300 LIBERTY BLVD	ENGLEWOOD	CO	80112	CHAIRMAN AND TREASURER	0.8	$0	$0	$0
LESLIE A MALONE
12300 LIBERTY BLVD	ENGLEWOOD	CO	80112	SECRETARY	0.1	$0	$0	$0
EVAN MALONE
12300 LIBERTY BLVD	ENGLEWOOD	CO	80112	PRESIDENT	0.1	$0	$0	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

Field	Value	IRS element (for citing)
Person	CATHIE WLASCHIN	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	440 SOUTH BEACH RD	AddressLine1Txt
City	HOBE SOUND	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33455	ZIPCd

Field	Value	IRS element (for citing)
Title	EXECUTIVE DIRECTOR	TitleTxt
Average Hrs Per Wk Devoted To Pos	32.0	AverageHrsPerWkDevotedToPosRt
Compensation	$118,256	CompensationAmt
Employee Benefits	$13,813	EmployeeBenefitsAmt
Expense Account	$0	ExpenseAccountAmt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	NONE	Description1Txt

Field	Value	IRS element (for citing)
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$130,574,094	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$412,843	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$130,986,937	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$130,986,937	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,964,804	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$129,022,133	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$6,451,107	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$6,451,107	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$149,145	TaxBasedOnInvestmentIncomeAmt
Total Tax	$149,145	TotalTaxAmt
Distributable Before Adj	$6,301,962	DistributableBeforeAdjAmt
Distributable Before Ded	$6,301,962	DistributableBeforeDedAmt
Distributable As Adjusted	$6,301,962	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$29,505,835	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$29,505,835	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$6,301,962	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Prior Year1	2021	PriorYear1Yr
Prior Year2	2020	PriorYear2Yr
Prior Year3	2019	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr4	$829,167	ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov	$829,167	TotalExcessDistributionCyovAmt
Qualifying Distributions	$29,505,835	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Current Year	$6,301,962	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$23,203,873	RemainingDistriFromCorpusAmt
Total Corpus	$24,033,040	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$24,033,040	ExcessDistriCyovToNextYrAmt
Excess From Year4	$829,167	ExcessFromYear4Amt
Excess From Current Year	$23,203,873	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	JOHN C MALONE LESLIE A MALONE	ContributingManagerNm
Shareholder Manager	NONE	ShareholderManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
AUGUSTA PREPARATORY DAY SCHOOL
285 FLOWING WELLS ROAD	AUGUSTA	GA	30907	NONE	PC	GENERAL	$500,000
BROWNELL-TALBOT SCHOOL
400 N HAPPY HOLLOW BLVD	OMAHA	NE	68132	NONE	PC	GENERAL	$500,000
CANTERBURY SCHOOL
3210 SMITH ROAD	FORT WAYNE	IN	46804	NONE	PC	GENERAL	$500,000
CASADY SCHOOL
9500 N PENNSYLVANIA AVE	OKLAHOMA CITY	OK	73156	NONE	PC	GENERAL	$500,000
CATLIN GABLE SCHOOL
8825 SW BARNES ROAD	PORTLAND	OR	97225	NONE	PC	GENERAL	$500,000
CHADWICK SCHOOL
26800 S ACADEMY DRIVE	PALOS VERDES PENNISULA	CA	90274	NONE	PC	GENERAL	$500,000
CHARLOTTE LATIN SCHOOL
9502 PROVIDENCE ROAD	CHARLOTTE	NC	28277	NONE	PC	GENERAL	$500,000
THE COLLEGE PREPARATORY SCHOOL
6100 BROADWAY	OAKLAND	CA	94602	NONE	PC	GENERAL	$500,000
COLORADO ACADEMY
3800 SOUTH PIERCE STREET	DENVER	CO	80235	NONE	PC	GENERAL	$500,000
COMMONWEALTH SCHOOL
151 COMMONWEALTH AVE	BOSTON	MA	02116	NONE	PC	GENERAL	$500,000
THE DERRYFIELD SCHOOL
2108 RIVER ROAD	MANCHESTER	NH	03104	NONE	PC	GENERAL	$500,000
FORT WORTH COUNTRY DAY SCHOOL
4200 COUNTRY DAY LANE	FORT WORTH	TX	76109	NONE	PC	GENERAL	$500,000
HEAD-ROYCE SCHOOL
4315 LINCOLN AVENUE	OAKLAND	CA	94602	NONE	PC	GENERAL	$500,000
HOPKINS SCHOOL
986 FOREST ROAD	NEW HAVEN	CT	06515	NONE	PC	GENERAL	$500,000
INDIAN SPRINGS SCHOOL
190 WOODWARD DRIVE	INDIAN SPRINGS	AL	35124	NONE	PC	GENERAL	$500,000
ISIDORE NEWMAN SCHOOL
1903 JEFFERSON AVENUE	NEW ORLEANS	LA	70115	NONE	PC	GENERAL	$500,000
MOUNTAIN ACADEMY
700 COYOTE CANYON ROAD	JACKSON	WY	83001	NONE	PC	GENERAL	$500,000
KENT DENVER SCHOOL
4000 EAST QUINCY AVENUE	ENGLEWOOD	CO	80113	NONE	PC	GENERAL	$500,000
KENTUCKY COUNTRY DAY SCHOOL
4100 SPRINGDALE ROAD	LOUISVILLE	KY	40241	NONE	PC	GENERAL	$500,000
THE LINSLY SCHOOL
60 KNOX LANE	WHEELING	WV	26003	NONE	PC	GENERAL	$500,000
MANLIUS PEBBLE HILL SCHOOL
5300 JAMESVILLE ROAD	DEWITT	NY	13214	NONE	PC	GENERAL	$500,000
MARET SCHOOL
3000 CATHEDRAL AVENUE NW	WASHINGTON	DC	20008	NONE	PC	GENERAL	$500,000
MOUNDS PARK ACADEMY
2051 LARPENTEUR AVENUE E	ST PAUL	MN	55109	NONE	PC	GENERAL	$500,000
NEWARK ACADEMY
91 SOUTH ORANGE AVENUE	LIVINGSTON	NJ	07039	NONE	PC	GENERAL	$500,000
NORFOLK ACADEMY
1585 WESLEYAN DRIVE	NORFOLK	VA	23502	NONE	PC	GENERAL	$500,000
OVERLAKE SCHOOL
20301 NE 108TH STREET	REDMOND	WA	98053	NONE	PC	GENERAL	$500,000
THE PARK SCHOOL OF BALTIMORE
2425 OLD COURT ROAD	BALTIMORE	MD	21208	NONE	PC	GENERAL	$500,000
PEMBROKE HILL SCHOOL
400 WEST 51 STREET	KANSAS CITY	MO	64112	NONE	PC	GENERAL	$500,000
PORTER-GAUD SCHOOL
300 ALBEMARLE ROAD	CHARLESTON	SC	29407	NONE	PC	GENERAL	$500,000
THE PRAIRIE SCHOOL
4050 LIGHTHOUSE DRIVE	RACINE	WI	53402	NONE	PC	GENERAL	$500,000
PULASKI ACADEMY
12701 HINSON ROAD	LITTLE ROCK	AR	72212	NONE	PC	GENERAL	$500,000
RIVERSTONE INTERNATIONAL SCHOOL
5521 WARM SPRINGS AVENUE	BOISE	ID	83716	NONE	PC	GENERAL	$500,000
THE ROEPER SCHOOL
PO BOX 329	BLOOMFIELD HILLS	MI	48303	NONE	PC	GENERAL	$500,000
ROWLAND HALL
720 GUARDSMAN WAY	SALT LAKE CITY	UT	84108	NONE	PC	GENERAL	$500,000
ST ANDREWS EPISCOPAL SCHOOL
370 OLD AGENCY ROAD	RIDGELAND	MS	39157	NONE	PC	GENERAL	$500,000
ST PAUL ACADEMY
1712 RANDOLPH AVENUE	ST PAUL	MN	55105	NONE	PC	GENERAL	$500,000
SANTA FE PREPARATORY SCHOOL
1101 CAMINO DE LA CRUZ BLANCA	SANTA FE	NM	87505	NONE	PC	GENERAL	$500,000
SEABURY HALL
480 OLINDA ROAD	MAKAWAO	HI	96768	NONE	PC	GENERAL	$500,000
SEVERN SCHOOL
201 WATER STREET	SERVENA PARK	MD	21146	NONE	PC	GENERAL	$500,000
TRINITY PREPARATORY SCHOOL
5700 TRINITY PREP LANE	WINTER PARK	FL	32792	NONE	PC	GENERAL	$500,000
UNIVERSITY OF CHICAGO LABORATORY SCHOOLS
1362 EAST 59TH STREET	CHICAGO	IL	60637	NONE	PC	GENERAL	$500,000
UNIVERSITY SCHOOL OF NASHVILLE
2000 EDGEHILL AVENUE	NASHVILLE	TN	37212	NONE	PC	GENERAL	$500,000
WAYNFLETE SCHOOL
360 SPRING STREET	PORTLAND	ME	04102	NONE	PC	GENERAL	$500,000
THE WHEELER SCHOOL
216 HOPE STREET	PROVIDENCE	RI	02906	NONE	PC	GENERAL	$500,000
WICHITA COLLEGIATE SCHOOL
9115 EAST 13TH STREET	WICHITA	KS	67206	NONE	PC	GENERAL	$500,000
WILMINGTON FRIENDS SCHOOL
101 SCHOOL ROAD	WILMINGTON	DE	19803	NONE	PC	GENERAL	$500,000
WINCHESTER THURSTON SCHOOL
555 MOREWOOD AVENUE	PITTSBURGH	PA	15213	NONE	PC	GENERAL	$500,000
MARY BALDWIN UNIVERSITY
101 E FREDERICK STREET	STAUNTON	VA	24402	NONE	PC	GENERAL	$500,000
COLORADO STATE UNIVERSITY FOUNDATION
410 UNIVERSITY SERVICES	FORT COLLINS	CO	80523	NONE	PC	GENERAL	$2,012,000	601 S HOWES STREET
DSST PUBLIC SCHOOLS
3401 QUEBEC STREET	DENVER	CO	80207	NONE	PC	GENERAL	$50,000
GLOBAL DOWN SYNDROME FDN
3239 E 2ND AVE	DENVER	CO	80206	NONE	PC	GENERAL	$25,000
WESTERN FANTASY-VOLUNTEERS OF AMERICA
2660 LARIMER ST	DENVER	CO	80205	NONE	PC	GENERAL	$300,000
HARMONY AMATUER SPORTS FOUNDATION
12300 LIBERTY BLVD	ENGLEWOOD	CO	80112	NONE	POF	RESTRICTED	$2,104,736
COLUMBUS ACADEMY
4300 CHERRY BOTTOM ROAD	GAHANNA	OH	43230	NONE	PC	GENERAL	$500,000
STANFORD UNIVERSITY ONLINE HIGH SCHOOL
PO BOX 20466	STANFORD	CA	94309	NONE	PC	GENERAL	$500,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$29,491,736	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp
Int On Sav And Temp Cash Invst		IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$3,421,871	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Income		OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$5,941,002	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$9,362,873	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$9,362,873	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

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (7 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	Cost Or Other BasisCostOrOtherBasisAmt	Prior Year DepreciationPriorYearDepreciationAmt	Computation MethodComputationMethodTxt	LifeLifeRt
COMPUTERS	2000-02-29	$5,040	$5,040	M5
SOFTWARE	2000-02-29	$11,200	$11,199	SL	3
SOFTWARE	2001-03-15	$1,377	$1,377	SL	3
WEB DESIGN	2001-03-15	$12,000	$12,000	SL	3
DELL LP/MONITOR	2002-06-30	$2,152	$2,152	M5
PRINT COPY SCAN FX	2005-04-30	$393	$393	M5
DELL COMPUTER	2008-10-01	$1,853	$1,853	M5	5

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HARMONY AMATEUR SPORTS FOUNDATION	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1873 S BELLAIRE ST STE 910	AddressLine1Txt
City	DENVER	CityNm
State Abbreviation	CO	StateAbbreviationCd
ZIP	80222	ZIPCd

Field	Value	IRS element (for citing)
Grant	2023-11-03	GrantDt
Grant	$2,104,736	GrantAmt
Purpose Of Grant	ENDOWMENT AND CAPITAL PURPOSES	PurposeOfGrantTxt
Expended By Grantee	$1,167,538	ExpendedByGranteeAmt
Any Diversion By Grantee	NO	AnyDiversionByGranteeTxt
Dates Of Reports By Grantee	07/08/2024	DatesOfReportsByGranteeTxt
Verification	2024-07-08	VerificationDt
Results Of Verification	N/A	ResultsOfVerificationTxt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$2,029,226	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$2,029,226	USGovtObligationsEOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (7 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt	Book ValueBookValueAmt
COMPUTERS	$5,040	$5,040
SOFTWARE	$11,200	$11,199	$1
SOFTWARE	$1,377	$1,377
WEB DESIGN	$12,000	$12,000
DELL LP/MONITOR	$2,152	$2,152
PRINT COPY SCAN FX	$393	$393
DELL COMPUTER	$1,853	$1,853

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	UNRECONCILED DIFFERENCE	Desc
BOY Book Value	$11,961	BOYBookValueAmt
EOY Book Value	$11,961	EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
ACCOUNT MANAGEMENT FEES	$1,407,526	$1,407,526
DUES & SUBSCRIPTIONS	$1,110	$1,110
INSURANCE - LIABILITY	$2,782	$2,782
INTERNET	$1,478	$1,478
LICENSES	$30	$30
OFFICE SUPPLIES	$212	$212
OVERHEAD FEES	$19,872	$19,872
POSTAGE	$155	$155
TELEPHONE	$998	$998
FEDERAL REFUND NET OF TAXES	-$24,884

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	KKR & CO LP-PASS THRU	Desc

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	ROUNDING	Desc
Amt	$2	Amt

MALONE FAMILY FOUNDATION: Form 990PF, tax year 2023

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

US Address USAddress

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (7 entries)

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

US Address USAddress

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (7 entries)

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

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