2025-06-13T11:33:52-04:00 2024-12-31 841255164 KUNDINGER CORDER & MONTOYA PC 475 LINCOLN STREET SUITE 200 DENVER CO 80203 990PF 2024-01-01 846002373 EL POMAR FOUNDATION ELPO 7196337733 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 ELAINE MARTINEZ CFO, TREAS 2025-06-13 true true MARIA MONTOYA P01363907 3035345953 2025-06-13 2024 2025-03-06 01:10:19Z X 711209271 X 37998 10240813 10240813 68603 68603 68603 21089166 21112887 2177309 2079585 33613889 33501888 2452403 340884 2111519 3390029 105945 3284084 2480027 191534 2288493 97623 97623 57609 11192 46417 1519919 1376260 143659 420000 668595 50184 319433 51315 268118 197835 15100 182735 17854 1340 16514 1055630 53766 1001864 12676957 2197520 9441026 19521032 19546032 32197989 2197520 28987058 1415900 31304368 353518 430776 430776 29377737 25932054 25932054 5336535 1649795 1532414 251124107 267088340 434630140 63519444 60819634 61609760 57843 57843 57843 45000 77214206 72552875 133577456 30608873 12128359 18862539 18480514 52906671 295000 545000 545000 446140929 447556831 711209271 0 X 446140929 447556831 446140929 447556831 446140929 447556831 446140929 1415900 2 447556831 447556831 21112887 435131 435131 435131 550930 550930 X 115799 115799 false false false false false false false true true true false false false false true WWW.ELPOMAR.ORG ELAINE MARTINEZ 7196337733 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 false false false true true false false false false true false false false false false false true false false true false false false false DAVID J PALENCHAR 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 CHAIR 8.00 83000 0 0 WILLIAM J HYBL 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 CHAIR EMERIT 5.00 181019 21605 0 NECHIE HALL 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 VICE CHAIR 8.00 59000 0 0 ANDREA ARAGON 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 TRUSTEE 4.00 49000 0 0 KATHY BOE 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 TRUSTEE 3.00 38000 0 0 COLONEL GAIL COLVIN 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 TRUSTEE 3.00 0 0 0 MIKE EDMONDS 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 TRUSTEE 3.00 43000 0 0 ERIK ESTRADA 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 TRUSTEE 4.00 43000 0 0 AMY HUMBLE 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 TRUSTEE 3.00 32000 0 0 KEN MONTERA 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 TRUSTEE 3.00 33000 0 0 EMILY ROBINSON 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 TRUSTEE 5.00 40000 0 0 KYLE H HYBL 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 PRES & CEO 40.00 481264 87195 0 R THAYER TUTT JR 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 CIO, VCHAIR 40.00 442829 73788 0 MATTHEW J CARPENTER 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 COO, SEC 40.00 304058 79745 0 ELAINE MARTINEZ 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 CFO, TREAS 40.00 261270 70911 0 MAUREEN LAWRENCE 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 SVP, GENCOUN 40.00 245629 72782 0 NICOLE MAGIC 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 VP HR 40.00 116334 28169 0 ERIN HANNAN 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 SVP COMM 40.00 132540 12659 MICHAEL BUTH 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 VP OF HISTOR 40.00 129863 12570 STELLA HODGKINS 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 SVP OUTREACH 40.00 128718 10191 CONNIE RICKARD 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 ASST. CONTRO 40.00 122874 12095 DAVID MILLER 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 VP IT 40.00 120632 12422 25 LOOMIS SAYLES & COMPANY PO BOX 7247-6804 PHILADELPHIA PA 19170 INVESTMENT MGR 553437 EARNEST PARTNERS LLC 1180 PEACHTREE STREET NE STE 2300 ATLANTA GA 30309 INVESTMENT MGR 428623 NORRIS PENROSE EVENT CENTER 1045 LOWER GOLD CAMP ROAD COLORADO SPRINGS CO 80905 CATERING SVCS 165138 NORTHERN TRUST 50 S LASALLE STREET CHICAGO IL 60675 INVESTMENT MGR 92621 CAPFINANCIAL PARTNERS PO BOX 896952 CHARLOTTE NC 28289 INVESTMENT ADV 90290 2 NONPROFIT EFFECTIVENESS AND RECOGNITION PROGRAMS TO ASSIST, AND GIVE PUBLIC RECOGNITION TO, NONPROFIT ORGANIZATIONS IN THEIR EFFORTS TO LEARN; DIALOGUE; BUILD EFFECTIVE RESOURCE DEVELOPMENT; STAY AHEAD OF SECTOR TRENDS, LAWS, AND BEST PRACTICES; PLAN ORGANIZATIONAL STRATEGY; PLAN FOR THE FUTURE OF THEIR COMMUNITIES; AND GENERALLY PURSUE SECTOR EXCELLENCE. PROGRAMS INCLUDE: PENROSE HOUSE CONFERENCE CENTER, AWARDS FOR EXCELLENCE, JULIE PENROSE AWARD, ROCKY MOUNTAIN TAX SEMINAR, AND NONPROFIT OFFICE ASSISTANCE. 2578644 LEADERSHIP DEVELOPMENT PROGRAMS TO HELP THE FOUNDATION DEVELOP NONPROFIT LEADERSHIP CAPACITY AS WELL AS A LEADERSHIP PIPELINE, BE MORE IN TOUCH WITH COMMUNITY LEADERS THROUGHOUT THE STATE, INSTILL THE VALUE AND PRIVILEGE OF BEING CONNECTED TO COMMUNITY IN SERVICE TO OTHERS, AND BETTER EVALUATE OUR IMPACT. PROGRAMS INCLUDE: EL POMAR FELLOWSHIP, PENROSE ORGANIZATIONAL AND PROFESSIONAL LEADERSHIP EXPERIENCE (PEOPLE), EL POMAR INTERNSHIP, AND ELEVATING LEADERSHIP DEVELOPMENT PROGRAM. 2492733 COMMUNITY OUTREACH AND ENGAGEMENT PROGRAMS TO CONVENE COMMUNITY MEMBERS IN SUPPORT OF A WELL-INFORMED AND CONNECTED COMMUNITY AND TO LEARN ABOUT, DISCUSS, AND TACKLE ISSUES TOGETHER. THE FOUNDATION ENCOURAGES THOSE CLOSEST TO LOCAL PROBLEMS AND ISSUES TO ACTIVELY ASSIST IN TARGETING RESOURCES AND PROGRAMS. PROGRAMS INCLUDE: REGIONAL PARTNERSHIPS, FORUM FOR CIVIC ADVANCEMENT, AND PIKES PEAK HERITAGE SERIES. 772798 HISTORICAL PROPERTIES AND LAND PRESERVATION IN ADDITION TO PENROSE HOUSE, REFERENCED IN NONPROFIT EFFECTIVENESS AND RECOGNITION, THE FOUNDATION ALSO OPERATES AND PRESERVES TWO OTHER SIGNIFICANT HISTORICAL AND EDUCATIONAL PROPERTIES (WILL ROGERS SHRINE OF THE SUN AND PENROSE HERITAGE MUSEUM). SPENCER AND JULIE PENROSE BUILT THE PROPERTIES DURING THEIR LIFETIMES AND LEFT THEM AS A PERPETUAL LEGACY AND CONNECTION TO THE PENROSES' HISTORY, AS WELL AS SPACES TO CONVENE, REFLECT, AND LEARN. IN ADDITION, THE FOUNDATION PRESERVES TWO UNIQUE OPEN SPACE PROPERTIES IN THE REGION, AS PART OF ITS LARGER VALUE OF PROTECTING THE NATURAL ASSETS OF THE PIKES PEAK REGION. 1369863 U.S. OLYMPIC AND PARALYMPIC MUSEUM 250000 250000 577514569 31590533 45145000 654250102 654250102 9813752 644436350 32221818 32221818 435131 435131 31786687 25000 31811687 31811687 28987058 250000 286569 29523627 31811687 24673429 29523627 24673429 4850198 26961489 BOARD OF TRUSTEES EL POMAR FOUNDAT 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 7196337733 GRANT APPLICATIONS CAN BE MADE ONLINE. GRANT PROPOSALS SHOULD INCLUDE: - THE NAME AND ADDRESS OF THE TAX EXEMPT ORGANIZATION AND CONTACT INFORMATION; - A BRIEF HISTORY OF THE ORGANIZATION, ITS MISSION, PRINCIPLE PROGRAMS, AND ACCOMPLISHMENTS; - A CONCISE STATEMENT DESCRIBING THE PURPOSE OF THE REQUEST AND REQUESTED; - THREE MOST RECENT YEARS OF FINANCIAL STATEMENTS, PREFERABLY AUDITED; - A CURRENT YEAR BUDGET, INCLUDING REVENUE AND EXPENSES; - A LIST OF THE GOVERNING BODY MEMBERS; - A STATEMENT OF WHETHER AID HAS BEEN SOUGHT DURING THE PRECEDING THREE YEARS FROM OTHER FOUNDATIONS FOR SUPPORT OF YOUR NONPROFIT ORGANIZATION; - IF APPROPRIATE, ENDORSEMENT OF OUTSIDE AUTHORITIES AND COPIES OF REGULATORY AGENCY APPROVALS; - UP TO TWO PICTURES (PHOTOGRAPHS, ARCHITECTURAL RENDERINGS, IMAGES FROM AN EXISTING PUBLICATION, ETC.) THAT PORTRAY THE SPECIFIC PROJECT OR GENERAL OPERATIONS OF THE ORGANIZATION; FOR ADDITIONAL EXPLANATION SEE WEBSITE AT WWW.ELPOMAR.ORG NONE. NONE. SEE ATTACHED STATEMENT 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 SEE ATTACHED STATEMENT 19546032 19546032 SEE ATTACHED STATEMENT 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 SEE ATTACHED STATEMENT 10359500 10359500 REGISTRATION FEES - ROCKY 183250 MOUNTAIN TAX SEMINAR REGISTRATION FEES - OTHER 18510 14 10240813 16 68603 14 5528 523000 -23721 18 21112887 PARTNERSHIP ORD INCOME 14 2074057 ADAMS STREET PARTNERS 523000 -5803 BERTRAM CAPITAL FUND VI 523000 -11484 HORSLEY BRIDGE PARTNERS 523000 4053 MESIROW PRIVATE EQUITY 523000 -5172 MONARCH CAPITAL PARTNERS 523000 7223 SIGULER GUFF PARTNERS 523000 -642 ENTERPRISE PRODUCTS PARTNER 523000 -24741 ENTERPRISE PRODUCT PARTNERS 24741 OHA CREDIT SOLUTIONS II 523000 -92303 OTHER INCOME 14 92 -152590 33501980 226501 33575891 1A THE FOUNDATION SPONSORS THE ROCKY MOUNTAIN TAX SEMINAR 1A FOR PRIVATE FOUNDATIONS. THIS SEMINAR IS DESIGNED FOR 1A TRUSTEES / DIRECTORS, OFFICERS, AND FOUNDATION MANAGERS 1A AND PROVIDES CUTTING EDGE INFORMATION TO ASSIST THEM IN 1A MAKING CRITICAL CHOICES. 1C OTHER REGISTRATION FEES false false false false false false false false false false X X 1 PENROSE TRUST - END OF THE TRAIL 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 27998 X 2 BARBARA INGERSOLL MARITAL TRUST 830 TENDERFOOT HILL ROAD SUITE 200 COLORADO SPRINGS CO 80906 10000 X KUNDINGER, CORDER & MONTOYA, P.C 57082 11192 45890 FORVIS 527 527 DEPRECIATION 604611 668595 50184 ADAMS STREET PARTNERSHIPS PURCHASE 5 -5 HORSLEY BRIDGE PARTNERSHIPS PURCHASE 11 11 HORSLEY BRIDGE PARTNERSHIPS PURCHASE 608 608 MESIROW FINANCIAL EQUITY PURCHASE 3 -3 MESIROW FINANCIAL EQUITY PURCHASE 578 578 MONARCH CAPITAL PARTNERS PURCHASE 14052 14052 MONARCH CAPITAL PARTNERS PURCHASE 36691 -36691 SIGULER GUFF FUND IV PURCHASE 18722 18722 OHA CREDIT SOLUTIONS PURCHASE 20993 -20993 CORPORATE BONDS MANAGED BY EL POMAR 25635964 25327818 IR&M SHORT DIVERSIFIED INC. 34121957 35254991 FOREIGN BONDS 1061713 1026951 EQUITIES MANAGED BY EL POMAR 32706353 132313317 LOOMIS SAYLES 48123064 69044255 DODGE & COX 62852710 81204549 EARNEST PARTNERS 51919518 63112864 AMERICAN FUNDS EUROPACIFIC 35464752 48470016 CAUSEWAY INTERNATIONAL 15390758 18782789 ARTISAN INTERNATIONAL 10387925 9441361 WCM INTERNATIONAL 10243260 12260989 1649795 1532414 MINERAL INTERESTS 57595 57595 40000 MINING CLAIMS 248 248 5000 GARDEN CITY COMPANY AT COST 10380000 45100000 HORSLEY BRIDGE PARTNERSHIPS AT COST 13440986 27764387 FARALLON CAPITAL AT COST 15403166 18213089 SIGULER GUFF BUYOUT FUNDS AT COST 10030196 13862028 VERITAS CAPITAL FUNDS AT COST 3860400 6502658 FORESTER FUND AT COST 444124 530838 ABERDEEN INSTITUTIONAL FUND AT COST PRISA II AT COST 5770898 6582560 MONARCH CAPITAL PARTNERS AT COST 4195382 5262799 ADAMS STREET PARTNERSHIPS AT COST 1314473 591730 MESIROW PRIVATE EQUITY FUND AT COST 227396 228062 WHITEHALL INTERNATIONAL REAL ESTATE AT COST 229981 26776 OHA CREDIT SOLUTIONS FUND II AT COST 4695329 5688216 BERTRAM CAPITAL PARTNERS V AT COST 810544 1474313 GCP STRATEGIC PARTNERS FUND AT COST 1750000 1750000 PENROSE HOUSE CAMPUS 16077479 7955419 8122060 21580000 INGERSOLL PROPERTY 897080 7249 889831 1525000 OFFICE BUILDING 1845924 1301642 544282 4200000 PENROSE HERITAGE MUSEUM 5417539 1723190 3694349 4734970 SHRINE BUILDING, SOUND SYSTEM 784081 400620 383461 8060000 FURNITURE AND EQUIPMENT 1097726 740239 357487 374504 ART COLLECTION 733822 733822 8557197 ST. JUDE SHRINE 75000 LITTLE TURKEY CREEK OPEN SPACE 3755222 3755222 3800000 SPARKS WILLSON, P.C. 6773 6773 KIRTON MCCONKIE 26133 26133 MONSON, CUMMINS & SHOHET, LLC 938 938 CARLSON, HAMMOND & PADDOCK, LLC 110 110 LEE SCHWALB LLC 5543 5543 MORGAN, LEWIS & BOCKIUS LLP 26560 26560 SEYFARTH SHAW LLP 31002 31002 ZANSBERG BEYLKIN 564 564 PROGRAM RELATED INVESTMENTS 295000 545000 545000 EXPENSES CONTRACT LABOR 38924 38924 REPAIRS AND MAINTENANCE 196262 15818 180444 AUTO EXPENSE 8177 614 7563 SUPPLIES AND POSTAGE 51658 1418 50240 TELEPHONE 49452 4039 45413 MILEAGE AND PARKING 19606 1568 18038 DUES AND SUBSCRIPTIONS 53930 5242 48688 INSURANCE 144318 22739 121579 MISCELLANEOUS EXPENSE 29246 2328 26918 SPECIAL EVENTS 464057 464057 REGISTRATION FEES - ROCKY 183250 REGISTRATION FEES - OTHER 18510 TEPPCO OIL ROYALTIES 5528 5528 PARTNERSHIP ORD INCOME 2074057 2074057 ADAMS STREET PARTNERS -5803 BERTRAM CAPITAL FUND VI -11484 HORSLEY BRIDGE PARTNERS 4053 MESIROW PRIVATE EQUITY -5172 MONARCH CAPITAL PARTNERS 7223 SIGULER GUFF PARTNERS -642 ENTERPRISE PRODUCTS PARTNERS -24741 ENTERPRISE PRODUCT PARTNERS 24741 OHA CREDIT SOLUTIONS II -92303 OTHER INCOME 92 ADJUSTMENT TO BEGINNING NET ASSETS 2 NEW YORK STOCK EXCHANGE, INC. 816 816 BLOOMBERG FINANCE 53990 53990 CAPTRUST WEALTH MANAGEMENT 90290 90290 WCM INTERNATIONAL FUND 142989 142989 LOOMIS SAYLES & COMPANY 553437 553437 EARNEST PARTNERS, LLC 428623 428623 NORTHERN TRUST 92621 92621 TAYLOR ARCHITECTURE & DESIGN 1500 1500 HULTGREN VALUATION GROUP 24150 24150 STOCKMAN KAST & RYAN 13494 13494 REES HOLDINGS DBA GATHER INNOVAT 26964 26964 NFP RETIREMENT INC. 900 900 VIVA MARKETING AND CONSULTING 1925 1925 VOELKER RESEARCH 2400 2400 IT360, INC. 67820 67820 PEOB CONSULTING, LLC 18000 18000 2024 ESTIMATED EXCISE TAX PAID 400000 2024 ESTIMATED INCOME TAX PAID 20000