BOETTCHER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BOETTCHER FOUNDATION (EIN 84-0404274)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-09
- IRS object ID
- 202313139349100621
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- 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 | 2023-11-09T14:07:44-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2022-01-01 | 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 | KATIE S KRAMER | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Signature | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATIE | PersonFirstNm |
| Person Last | KRAMER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 888008888 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTIN CALDER | PreparerPersonNm |
| PTIN | P01720813 | PTIN |
| Phone | 3035345953 | PhoneNum |
| Preparation | 2023-11-09 | PreparationDt |
| 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 | $317,037,939 | 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 | $243,850 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,174,586 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,174,586 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,461,416 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,461,416 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,256,014 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,130,157 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,028,723 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $15,010,009 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,459,323 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $601,054 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $31,187 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $569,867 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,047,943 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $24,968 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,014,494 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $569,980 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $22,799 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $547,181 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $32,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,050 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $24,150 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,003,102 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $564,088 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $400,986 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $395,472 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $419,421 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $11,085 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $408,336 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $112,306 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,968 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $109,338 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $44,801 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $1,184 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $43,617 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,293,383 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,958 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,270,425 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,519,662 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $689,287 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,388,394 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,330,883 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,477,349 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,850,545 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $689,287 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,865,743 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $159,464 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,770,036 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,516,921 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,994,051 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,994,051 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $127,867,873 | CorporateStockBOYAmt |
| Corporate Stock EOY | $113,986,884 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $123,918,236 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $14,844,270 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $14,139,860 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,068,484 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $112,814,251 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $132,281,984 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $175,557,168 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $700,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $500,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $500,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $266,743,315 | TotalAssetsBOYAmt |
| Total Assets EOY | $266,902,779 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $317,037,939 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $266,383,315 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $266,542,779 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $360,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $360,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $266,743,315 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $266,902,779 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $266,743,315 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $266,902,779 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $266,743,315 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $159,464 | ExcessRevenueOverExpensesAmt |
| Subtotal | $266,902,779 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $266,902,779 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $10,256,014 | GrossSalesPriceAmt |
| Gain Or Loss | $10,256,014 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $10,256,014 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,256,014 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $10,256,014 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $177,504 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $177,504 | SubtotalAmt |
| Tax Based On Investment Income | $177,504 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $184,288 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $234,288 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $56,784 | OverpaymentAmt |
| Applied To ES Tax | $56,784 | AppliedToESTaxAmt |
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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 (14 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 |
|---|---|---|---|---|---|---|---|---|
| KENZO KAWANABE | ||||||||
| 600 17TH STREET SUITE 2210 SOUTH | DENVER | CO | 80202 | TRUSTEE | 1.20 | $1,000 | $0 | $792 |
| TONY FRANK | ||||||||
| 600 17TH STREET SUITE 2210 SOUTH | DENVER | CO | 80202 | CHAIR | 1.50 | $1,000 | $0 | $95 |
| JUDITH B WAGNER | ||||||||
| 600 17TH STREET SUITE 2210 SOUTH | DENVER | CO | 80202 | TRUSTEE | 1.20 | $1,000 | $0 | $95 |
| MICHELLE LUCERO | ||||||||
| 600 17TH STREET SUITE 2210 SOUTH | DENVER | CO | 80202 | SECRETARY | 1.50 | $1,000 | $0 | $95 |
| DAVID MILLER | ||||||||
| 600 17TH STREET SUITE 2210 SOUTH | DENVER | CO | 80202 | TRUSTEE | 1.20 | $0 | $0 | $0 |
| GREGORY L MOORE | ||||||||
| 600 17TH STREET SUITE 2210 SOUTH | DENVER | CO | 80202 | CHAIR-ELECT | 1.50 | $1,000 | $0 | $95 |
| RICK PEDERSON | ||||||||
| 600 17TH STREET SUITE 2210 SOUTH | DENVER | CO | 80202 | TRUSTEE | 1.20 | $0 | $0 | $95 |
| JASON WHEELER | ||||||||
| 600 17TH STREET SUITE 2210 SOUTH | DENVER | CO | 80202 | TREASURER | 1.50 | $1,000 | $0 | $95 |
| PAMELA SHOCKLEY-ZALABAK | ||||||||
| 600 17TH STREET SUITE 2210 SOUTH | DENVER | CO | 80202 | TRUSTEE | 1.20 | $1,000 | $0 | $95 |
| REBECCA LOVE KOURLIS | ||||||||
| 600 17TH STREET SUITE 2210 SOUTH | DENVER | CO | 80202 | TRUSTEE | 1.20 | $1,000 | $0 | $95 |
| RICO MUNN | ||||||||
| 600 17TH STREET SUITE 2210 SOUTH | DENVER | CO | 80202 | TRUSTEE | 1.20 | $1,000 | $0 | $300 |
| LINDSEY PAULSON | ||||||||
| 600 17TH STREET SUITE 2210 SOUTH | DENVER | CO | 80202 | TRUSTEE | 1.20 | $1,000 | $0 | $270 |
| KATIE S KRAMER | ||||||||
| 600 17TH STREET SUITE 2210 SOUTH | DENVER | CO | 80202 | PRESIDENT & | 40.00 | $342,765 | $76,639 | $3,240 |
| ROBERT MARTIN | ||||||||
| 600 17TH STREET SUITE 2210 SOUTH | DENVER | CO | 80202 | VP & CHIEF O | 40.00 | $248,289 | $51,746 | $2,126 |
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 | SR DIR PROGR | 40.00 | $153,415 | $54,735 | $2,760 |
| CURTIS ESQUIBEL | ||||||||
| 600 17TH STREET SUITE 2210 SOUTH | DENVER | CO | 80202 | DIR COMM | 40.00 | $143,094 | $14,590 | $2,760 |
| KAREN KRUSE | ||||||||
| 600 17TH STREET SUITE 2210 SOUTH | DENVER | CO | 80202 | VP FINANCE & | 40.00 | $126,804 | $29,407 | $1,840 |
| GARRETT MAYBERRY | ||||||||
| 600 17TH STREET SUITE 2210 SOUTH | DENVER | CO | 80202 | PROGRAMS MAN | 40.00 | $90,560 | $19,701 | $2,760 |
| LESLIE BALDWIN | ||||||||
| 600 17TH STREET SUITE 2210 SOUTH | DENVER | CO | 80202 | GRANTS MANAG | 40.00 | $80,773 | $25,280 | $2,760 |
| 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 |
|---|---|---|---|---|---|
| WINDELL ADVISORS | |||||
| 6511 B MINOLA ST | HOUSTON | TX | 77007 | ACCT CONSULT | $242,605 |
| DISRUPTION ADVISORS | |||||
| 60 ROSE FARM HILL LANE | LEXINGTON | VA | 24450 | CONSULTING | $172,550 |
| MONTICELLO ASSOCIATES INC | |||||
| 1800 LARIMER STREET 2100 | DENVER | CO | 80202 | INV CONSULT | $150,000 |
| NORTHERN TRUST | |||||
| 50 S LASALLE STREET | CHICAGO | IL | 60675 | INV MGMT | $74,872 |
| INTEGRIS (ICONIC IT) | |||||
| 2350 AIRPORT FREEWAY SUITE 300 | BEDFORD | TX | 76001 | IT | $54,984 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $322,213,100 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,796,459 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $330,009,559 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $330,009,559 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,950,143 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $325,059,416 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,252,971 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,252,971 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $177,504 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $177,504 | TotalTaxAmt |
| Distributable Before Adj | $16,075,467 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $346,465 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,421,932 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $16,421,932 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,865,743 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $13,865,743 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,421,932 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,423,117 | UndistributedIncomePYAmt |
| Qualifying Distributions | $13,865,743 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,423,117 | AppliedToYear1Amt |
| Applied To Current Year | $8,442,626 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $7,979,306 | 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 | AT THE BOETTCHER FOUNDATION, WE INVEST IN THE PROMISE OF COLORADO AND THE POTENTIAL OF COLORADANS. EVERY DAY WE CHAMPION EXCELLENCE ACROSS OUR STATE BY INVESTING IN OUR MOST TALENTED CITIZENS AND HIGH-POTENTIAL ORGANIZATIONS BECAUSE SUPPORTING THEIR HARD WORK AND LEADERSHIP WILL | 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 | $9,485,349 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,485,349 | 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 | $1,395,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,395,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,174,586 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,101,434 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,028,723 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $205,402 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,256,014 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,306,836 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,459,323 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,766,159 | 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 | BRENTON 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 & ENGLE P.C. | CategoryTxt |
| Amt | $32,200 | Amt |
| Net Investment Income | $8,050 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $24,150 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PIMCO TOTAL RETURN INSTITUTIONAL | $6,534,989 | $5,208,040 |
| WESTERN ASSET (WAMCO) CORE PLUS BOND | $7,604,871 | $5,860,444 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FARALLON EQUITY PARTNERS | $11,500,000 | $18,437,553 |
| GMO QUALITY FUND | $19,470,897 | $18,633,653 |
| WHALE ROCK LONG OPPORTUNITIES FUND | $15,000,000 | $11,387,694 |
| DURABLE CAPITAL PARTNERS | $12,500,000 | $15,325,019 |
| WELLINGTON MICRO CAP | $8,006,555 | $9,014,168 |
| DODGE & COX INTERNATIONAL | $7,849,991 | $9,304,281 |
| SELECT EQUITY SHERIDAN SQUARE | $10,000,000 | $8,304,068 |
| WELLINGTON INTERNATIONAL GROWTH | $9,541,093 | $9,826,883 |
| ARISAIG | $8,179,104 | $7,938,651 |
| GQG PARTNERS EMERGING MARKETS EQUITY | $7,093,465 | $7,247,631 |
| NEWPORT ASIA | $4,845,779 | $8,498,635 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (54 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| KYLIN | AT COST | ||
| MARSHALL WACE | AT COST | $7,000,000 | $11,591,225 |
| RA CAPITAL HEALTHCARE INT'L FUND | AT COST | $10,000,000 | $7,369,594 |
| STEADFAST INTERNATIONAL | AT COST | $3,068,693 | $4,514,591 |
| VIKING GLOBAL EQUITIES III | AT COST | $11,000,000 | $11,067,689 |
| AG ENERGY CREDIT OPPORTUNITIES | AT COST | $72,372 | $186,798 |
| BLACKSTONE ICAPITAL-BREP IX | AT COST | $2,322,152 | $3,532,266 |
| EIG ENERGY FUND XIV-A | AT COST | $885,051 | $182,161 |
| EIG ENERGY FUND XV-A | AT COST | $778,146 | $330,645 |
| EIG ENERGY FUND XVI | AT COST | $1,136,266 | $1,489,168 |
| ANCHORAGE ILLIQUID OPPORTUNITIES OS | AT COST | $1,925,399 | $2,277,779 |
| NATURAL GAS PARTNERS XI | AT COST | $376,046 | $2,135,637 |
| NATURAL GAS PARTNERS X | AT COST | $333,842 | $254,010 |
| NATURAL GAS PARTNERS IX | AT COST | $10,942 | |
| NATURAL GAS PARTNERS XII | AT COST | $919,651 | $4,095,605 |
| JUNTO OFFSHORE FUND LTD | AT COST | $12,000,000 | $12,303,472 |
| ARBOUR LANE COF II(B) | AT COST | $4,077,792 | $4,038,181 |
| ARBOUR LANE COF III(B) | AT COST | $1,341,498 | $1,184,716 |
| CANYON DISTRESSED III | AT COST | $2,563,158 | $2,942,188 |
| CLAYTON DUBILIER RICE VIII | AT COST | $357,866 | $464,745 |
| CLAYTON DUBILIER RICE IX | AT COST | $1,242,558 | $3,195,871 |
| CLAYTON DUBILIER RICE X | AT COST | $3,832,582 | $6,240,682 |
| COLORADO IMPACT FUND | AT COST | $822,456 | $559,462 |
| COMMONFUND CAPITAL PARTNERS II | AT COST | $219,264 | $203,024 |
| COMMONFUND ENDOWMENT VENTURES V | AT COST | $127,469 | $53,205 |
| CU HEALTHCARE INNOVATION FUND | AT COST | $237,948 | $280,685 |
| DURABLE CAPITAL OPP OS FUND | AT COST | $945,782 | $753,691 |
| FARALLON SPECIAL SITUATIONS FUND II | AT COST | $1,210,861 | $1,326,853 |
| INNOSPHERE VENTURES FUND II | $81,104 | $78,150 | |
| INSOLVE GLOBAL CREDIT FEEDER FUND IV | $1,709,404 | $2,530,855 | |
| INSOLVE GLOBAL CREDIT FEEDER FUND V | $3,179,088 | $3,297,095 | |
| KINDERHOOK CAPITAL FUND VII-B | $1,147,261 | $1,554,308 | |
| LEGACY VENTURE VIII | $4,746,763 | $10,006,610 | |
| LEGACY VENTURE IX | $2,615,069 | $4,455,960 | |
| LEGACY VENTURE X | $1,340,477 | $1,272,277 | |
| LEXINGTON LMMI OFFSHORE IV | $2,992,841 | $4,802,845 | |
| MAINSAIL PARTNERS VI LP | $381,566 | $280,813 | |
| MHR INSTITUTIONAL PARTNERS II | $572,108 | $453,077 | |
| MHR INSTITUTIONAL PARTNERS III | $480,158 | $487,026 | |
| MHR INSTITUTIONAL PARTNERS IV | $2,083,399 | $3,193,434 | |
| PAINE SCHWARTZ FOOD CHAIN FUND V B | $3,325,237 | $5,377,080 | |
| PLATTE RIVER VENTURES III-B | $1,575,464 | $1,201,010 | |
| PLATTE RIVER VENTURES IV | $2,780,535 | $3,471,659 | |
| SAGEVIEW CAPITAL PARTNERS II | $4,506,003 | $6,988,808 | |
| SAGEVIEW CAPITAL PARTNERS III | $1,563,445 | $1,716,446 | |
| STEPSTONE SECONDARIES FUND V | $1,477,520 | $1,593,076 | |
| TIFF PARTNERS V - INTL | $231,630 | $34,466 | |
| TIFF PARTNERS V - US | $144,811 | $108,345 | |
| TIFF PEP 2007 | $259,262 | $727,102 | |
| VITRUVIAN IV | $1,821,192 | $2,209,646 | |
| DAVIDSON KEMPNER | $11,674,760 | $11,498,574 | |
| ETON PARK | $163 | $3,826 | |
| FARALLON CAPITAL INSTITUTIONAL PARTN | $12,795,872 | $13,457,157 | |
| SILVER POINT | $12,172,638 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RELATED INVESTMENTS | Desc |
| BOY Book Value | $700,000 | BOYBookValueAmt |
| EOY Book Value | $500,000 | EOYBookValueAmt |
| EOYFMV | $500,000 | 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 | $515,603 | $515,603 | |
| STRATEGIC INITIATIVES | $174,463 | $174,463 | |
| MISCELLANEOUS CHARITABLE RELA | $139,995 | $139,995 | |
| FURNITURE AND EQUIPMENT | $37,586 | $35,707 | $1,879 |
| COMPUTER CONSULTING/EXPENSES | $189,895 | $180,400 | $9,495 |
| WEBB-WARING BIOMEDICAL RESEAR | $26,246 | $26,246 | |
| EDUCATION AND TRAINING | $68,123 | $64,717 | $3,406 |
| RETIREMENT PLAN ADMINISTRATIO | $20,845 | $19,803 | $1,042 |
| BUSINESS INSURANCE | $30,075 | $28,571 | $1,504 |
| EQUIPMENT LEASES AND MAINTENA | $9,299 | $8,834 | $465 |
| FUNDRAISING EXPENSES | $18,651 | $18,651 | |
| MEMBERSHIP DUES | $22,960 | $18,368 | $4,592 |
| PAYROLL SERVICE | $4,126 | $3,920 | $206 |
| OFFICE SUPPLIES | $4,102 | $3,897 | $205 |
| POSTAGE | $3,074 | $2,920 | $154 |
| OTHER | $28,340 | $28,330 | $10 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PASS THROUGHS (PARTNERSHIPS) | $2,016,092 | $2,016,092 |
| PARTNERSHIP UBTI | $1,101,434 | |
| OTHER INCOME | $12,631 | $12,631 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (10 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MONTICELLO ASSOCIATES | $150,000 | $111,972 | |
| WELLINGTON TRUST (MICRO CAP) | $119,764 | $119,764 | |
| WELLINGTON TRUST (INT'L EQUITY D | $99,727 | $99,727 | |
| IT-GURU | $1,836 | $1,836 | |
| WHITE RIVER STRATEGY | $172,550 | $172,550 | |
| OFFICIENCY | $48,100 | $48,100 | |
| APOORVA ANYTHING DATA | $53,148 | $53,148 | |
| NORTHERN TRUST | $74,872 | $74,872 | |
| CENTS OF PURPOSE | $40,500 | $36,450 | $4,050 |
| WINDELL ADVISORS | $242,605 | $121,303 | $121,302 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $395,472 | Amt |