2021-05-26T11:20:15-05:00 2020-12-31 Kundinger Corder & Engle PC 475 Lincoln St Ste 200 Denver CO 80203 990PF 2020-01-01 840929410 Merle Chambers Fund MERL 3038394620 3200 E Cherry Creek South Dr No 5 Denver CO 80209 Merle Chambers Chair/President 3038394620 2021-05-26 1 Merle Chambers 999009999 Kristin Calder P01720813 3035345953 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 79384422 X 0 X 236306 236306 1 1 1 3243817 3243817 165721 165721 3645845 3645845 0 0 0 2295 0 2295 27500 8250 19250 53964 52306 1658 53405 8905 0 861719 0 9834 0 9834 1008717 69461 33037 3365730 3365730 4374447 69461 3398767 -728602 3576384 508004 5238688 5238688 12365149 8024899 15312828 5848066 6648217 6635573 16003850 14946381 20508547 33914892 2226106 32550504 31688786 31688786 67275573 66546971 79384422 0 0 X 0 0 0 0 67275573 66546971 67275573 66546971 67275573 66546971 67275573 -728602 0 66546971 0 66546971 Brinson partnerships P -99557 -99557 Canyon Value Realization Fund P 214155 214155 Cerberus International Ltd P 100155 100155 Dodge & Cox International P -112701 -112701 Eminence Fund, Ltd P 920963 920963 GQG Emerging Markets Equity Fund P 41164 41164 Jensen Quality Growth P 42431 42431 Lansdowne European Equity Fund P 514829 514829 Newport Asia Institutional Fund P 45525 45525 PIMCO Short Asset P -27115 -27115 Vanguard Dividend Growth P 106185 106185 Davidson Kempner Institutional P 103205 103205 MHR Institutional Partners P 826477 826477 Renaissance Institutional P -109818 -109818 Capital Gains Dividends P 677919 677919 3243817 49712 0 49712 0 49712 28550 0 21162 0 49712 X 0 0 0 0 0 0 0 0 0 0 0 0 1 1 CO 1 0 0 1 0 1 chambersfund.org Joel Ours Controller 3038394608 3200 E Cherry Creek South Drive Suite 540 Denver CO 80209 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 Merle C Chambers 3200 E Cherry Creek South Drive Suite 540 Denver CO 80209 Chair/President 12.00 0 0 0 Sally Leibbrandt 3200 E Cherry Creek South Drive Suite 540 Denver CO 80209 Treasurer 3.00 0 0 0 Katharine Arnold 3200 E Cherry Creek South Drive Suite 540 Denver CO 80209 Secretary 3.00 0 0 0 Donald Hopkins 3200 E Cherry Creek South Drive Suite 540 Denver CO 80209 Director 0.50 0 0 0 Marla Williams 3200 E Cherry Creek South Drive Suite 540 Denver CO 80209 Director 0.50 0 0 0 NONE 0 Monticello & Associates 1800 Larimer St Suite 2100 Denver CO 80202 Investment advisor 50000 0 0 41346348 1981597 0 43327945 0 0 43327945 649919 42678026 2133901 2133901 49712 49712 2084189 0 2084189 0 2084189 3398767 0 3398767 0 3398767 2084189 0 0 10846418 11067829 128490 138065 22180802 3398767 0 0 0 2084189 1314578 0 0 23495380 0 0 0 0 0 0 10846418 12648962 11067829 128490 138065 1314578 Merle C Chambers X 9to5 Colorado National Association of Working Women 4130 Tejon Street Unit A Denver CO 80218 None Public Charity General Support (COVID-19) 50000 9to5 Colorado National Association of Working Women 4130 Tejon Street Unit A Denver CO 80218 None Public Charity General Support 40000 The Aspen Institute 2300 N Street NW 700 Washington DC 200371122 None Public Charity Ascend at the Aspen Institute (Multi-Year) 100000 Ballot Initiative Strategy Center Foundation (BISC Foundation) 1660 L Street NW Suite 605 Washington DC 200365747 None Public Charity General Support 25000 The Bell Policy Center 303 East 17th Avenue Suite 400 Denver CO 80203 None Public Charity General Support 100000 The Bell Policy Center 303 East 17th Avenue Suite 400 Denver CO 80203 None Public Charity General Support for Development Consultant 45600 The Bell Policy Center 303 East 17th Avenue Suite 400 Denver CO 80203 None Public Charity 20th Anniversary Support 2500 The Bell Policy Center 303 East 17th Avenue Suite 400 Denver CO 80203 None Public Charity Matching Gift 100 Black American West Museum & Heritage Center 3091 California Street Denver CO 80205 None Public Charity General Support 5000 Casa De Paz PO Box 11351 Aurora CO 80042 None Public Charity Matching Gift 100 Center for African American Health 3350 Hudson Street Denver CO 80207 None Public Charity General Support (COVID-19) 25000 Center for Technology and Civic Life 233 N Michigan Ave Ste 1800 Chicago IL 60601 None Public Charity General Support 100000 Central Visitation Program 1660 Sherman Street Denver CO 80203 None Public Charity Matching Gift 100 Chicano Humanities and Arts Council Inc (CHAC) 222 Santa Fe Drive Denver CO 80223 None Public Charity General Support 5000 Clayton Early Learning 3801 Martin Luther King Boulevard Denver CO 80205 None Public Charity Colorado Early Learning Policy Initiative 10000 Cleo Parker Robinson Dance 119 Park Avenue West Denver CO 80205 None Public Charity General Support 25000 Cobalt Foundation PO Box 22485 Denver CO 802220485 None Public Charity General Support 25000 Cobalt Foundation PO Box 22485 Denver CO 802220485 None Public Charity General Support and Cobalt Abortion Fund 40000 Cobalt Foundation PO Box 22485 Denver CO 802220485 None Public Charity Matching Gift 100 Colorado Organization for Latina Opportunity and Reproductive Rights (COLOR PO Box 40991 Denver CO 80204 None Public Charity General Support 20000 Colorado Center on Law and Policy 789 Sherman Street Suite 300 Denver CO 80203 None Public Charity General Support 30000 Colorado Children's Campaign 1580 Lincoln Street Suite 420 Denver CO 80203 None Public Charity General Support (Multi-Year) 25000 Colorado Children's Campaign 1580 Lincoln Street Suite 420 Denver CO 80203 None Public Charity Event Support 1000 Colorado Civic Engagement Roundtable (CCER) 1120 Lincoln Suite 900 Denver CO 80203 None Public Charity General Support 100000 Colorado Fiscal Institute 1905 Sherman Street Suite 225 Denver CO 80203 None Public Charity General Support 25000 Colorado Immigrant Rights Coalition 2525 West Alameda Avenue DENVER CO 80219 None Public Charity General Support (COVID-19) 10000 Colorado Immigrant Rights Coalition 2525 West Alameda Avenue DENVER CO 80219 None Public Charity Matching Gifts 140 Colorado Public Radio Bridges Broadcast Center 7409 S Alton Court Centennial CO 80112 None Public Charity General Support 10000 Colorado Women's Hall of Fame PO Box 18849 Denver CO 80218 None Public Charity General Support 1000 Communities Foundation of Oklahoma 801 NW 63rd Street Suite 200 Oklahoma City OK 73116 None Public Charity Women's Foundation of Oklahoma 25000 Community Resource Center 789 Sherman Street Suite 210 Denver CO 80203 None Public Charity General Support 25000 Democracy A Journal of Ideas Inc 818 18th Street NW Suite 750 Washington DC 200063513 None Public Charity General Support 5000 Denver Public Library Friends Foundation 10 W 14th Avenue Parkway Denver CO 802049822 None Public Charity Blair-Caldwell African American Research Library 5000 Faith in Action Network 999 North Capitol Street NE Suite 200 Washington DC 20002 None Public Charity LA RED 25000 Faith in Public Life Inc PO Box 33668 Washington DC 20033 None Public Charity General Support (Multi-Year) 25000 First Nations Development Institute 2432 Main Street 2nd Floor Longmont CO 80501 None Public Charity Matching Gift 100 New Florida Majority Ed Fund (Florida Rising Together) 10800 Biscayne Boulevard Suite 1050 Miami FL 331617566 None Public Charity General Support 50000 Food Bank of the Rockies 10700 E 45th Avenue Denver CO 80239 None Public Charity Matching Gift 100 The Gathering Place 1535 High Street Denver CO 80218 None Public Charity Matching Gifts 250 Global Fund for Women 800 Market Street Seventh Floor San Francisco CA 94102 None Public Charity General Support 50000 Grand Foundation PO Box 1342 Winter Park CO 804821342 None Public Charity Matching Gift 100 History Colorado 1200 Broadway Denver CO 80203 None Public Charity Women's Vote Centennial 15000 Hopewell Fund 1201 Connecticut Avenue NW Suite 300 Washington DC 20036 None Public Charity Paid Leave for All Project Charter 25000 Hopewell Fund 1201 Connecticut Avenue NW Suite 300 Washington DC 20036 None Public Charity We The Action Foundation 50000 Impact Charitable 1536 Wynkoop Street Suite 223 Denver CO 80202 None Public Charity Left Behind Workers Fund (fka Undocumented Workers Fund) (COVID-19) 25000 ISSUE ONE 1401 K Street NW Suite 350 Washington DC 20005 None Public Charity Count Every Vote 100000 Latinas First Foundation PO Box 929 Indian Hills CO 804540929 None Public Charity Latina Initiative 2020 50000 Metro Caring 1100 East 18th Avenue Denver CO 80218 None Public Charity Matching Gifts 400 Mile High United Way 711 Park Avenue West Denver CO 80205 None Public Charity Colorado COVID Relief Fund 150000 Mile High United Way 711 Park Avenue West Denver CO 80205 None Public Charity Matching Gifts 500 The Miller Center Foundation PO Box 400406 Charlottesville VA 22904 None Public Charity The Hillary Rodham Clinton Oral History Project 50000 MomsRising Education Fund 12011 NE Bel Red Rd Ste 100b Bellevue WA 98005 None Public Charity General Support 25000 Montana Community Foundation 33 South Last Chance Gulch Suite 2A Helena MT 59601 None Public Charity Womens Foundation of Montana (COVID-19) 25000 Montana Community Foundation 33 South Last Chance Gulch Suite 2A Helena MT 59601 None Public Charity Women's Foundation of Montana 25000 Museo de las Americas 861 Santa Fe Drive Denver CO 80204 None Public Charity General Support 5000 National Conference On Citizenship 1920 L Street NW Suite 450 Washington DC 20036 None Public Charity Party at the Mailbox 75000 New Era Colorado Foundation PO Box 181153 Denver CO 80218 None Public Charity General Support 30000 New Era Colorado Foundation PO Box 181153 Denver CO 80218 None Public Charity Matching Gift 100 New Genesis Inc 1680 Sherman St Denver CO 80203 None Public Charity Matching Gift 100 New Georgia Project Inc 830 Glenwood Avenue SE Suite 510-221 Atlanta GA 30316 None Public Charity General Support 50000 New Venture Fund 1201 Connecticut Avenue NW Suite 300 Washington DC 20036 None Public Charity Center for Secure & Modern Elections 100000 North Shore Country Day School 310 Green Bay Road Winnetka IL 600934094 None Public Charity Merle Catherine Chambers Scholarship Fund 50000 Parent Possible 800 Grant Street Suite 200 Denver CO 802032944 None Public Charity Vroom in Colorado (Multi-Year) 20000 Philanthropy Colorado 5855 Wadsworth Bypass Unit A Arvada CO 80003 None Public Charity Foundation Membership 2650 Pizza To the Polls 225 NE Wygant St Portland OR 97211 None 501 (c)(4) Food Truck Program 100000 Planned Parenthood of the Rocky Mountains 7155 East 38th Avenue Denver CO 80207 None Public Charity Shaping Our Second Century Campaign (Multi-Year) 200000 Planned Parenthood of the Rocky Mountains 7155 East 38th Avenue Denver CO 80207 None Public Charity General Support 100000 Planned Parenthood of the Rocky Mountains 7155 East 38th Avenue Denver CO 80207 None Public Charity Matching Gifts 150 Political Research Associates 1310 Broadway Suite 201 Somerville MA 02144 None Public Charity General Support 25000 PowerPAC Foundation 268 Bush St 3737 San Francisco CA 94104 None Public Charity She the People STORIED 25000 ProgressNow Colorado Education 1536 Wynkoop Street 300 Denver CO 80202 None Public Charity Matching Gift 250 ProgressNow Colorado Education 1536 Wynkoop Street 300 Denver CO 80202 None Public Charity Matching Gift 100 RedLine 2350 Arapahoe Street Denver CO 80205 None Public Charity Matching Gift 150 Roberts Temple Church of God in Christ 4021 S State Street Chicago IL 606092933 None Public Charity Preserve Roberts Temple 5000 Sisters of Loretto The Loretto Community 4000 S Wadsworth Blvd Littleton CO 80123 None Public Charity Daughters of the Most Holy Trinity, Ghana 5000 Soul2Soul Sisters 1373 N Grant St Denver CO 802032307 None Public Charity General Support (Multi-Year) 25000 Soul2Soul Sisters 1373 N Grant St Denver CO 802032307 None Public Charity Matching Gift 40 State Voices 1616 P Street NW Suite 220 Washington DC 20036 None Public Charity General Support 250000 Take Back the Court Foundation 2370 Market Street Suite 433 San Francisco CA 941141696 None Public Charity General Support 100000 Tides Foundation PO Box 29903 San Francisco CA 94129 None Public Charity FRRC Education Fund-Fines and Fees 50000 Together Colorado 1980 Dahlia Street Denver CO 80220 None Public Charity General Support 25000 Tools of the Mind PO Box 829 Shirley MA 01464 None Public Charity Colorado Model Year 2 50000 UC Hastings Foundation 200 McAllister Street San Francisco CA 941029870 None Public Charity Merle Catherine Chambers Scholarship Fund 50000 Voces Unidas de las Montaas 214 Eighth Street Suite 205 Glenwood Springs CO 81601 None Public Charity General Support (Multi-Year) 25000 VoteAmerica Inc 1270 Grove Street Suite 301 San Francisco CA 94117 None Public Charity General Suppport 150000 Voter Registration Project 1300 Eye Street NW Suite 450 East Washington DC 20005 None Public Charity General Support 100000 The Women's Foundation of Colorado The Chambers Center 1901 E Asbury Ave Denver CO 80208 None Public Charity General Support (COVID-19) 100000 The Women's Foundation of Colorado The Chambers Center 1901 E Asbury Ave Denver CO 80208 None Public Charity Women & Girls of Color Fund 50000 The Women's Foundation of Colorado The Chambers Center 1901 E Asbury Ave Denver CO 80208 None Public Charity Matching Gift 100 Wyoming Community Foundation 1472 N 5th Street Suite 201 Laramie WY 82072 None Public Charity Wyoming Women's Foundation 25000 3365730 Colorado Children's Campaign 1580 Lincoln Street Suite 420 Denver CO 80203 None Public Charity General Support (Multi-Year) 50000 Denver Art Museum 100 West 14th Avenue Parkway Denver CO 80204 None Public Charity Director of Equity and Employee Experience (Multi-Year) 375000 Early Milestones Colorado 1600 Downing Street Suite 750 Denver CO 80218 None Public Charity General Support (Multi-Year) 75000 Faith in Public Life Inc PO Box 33668 Washington DC 20033 None Public Charity General Support (Multi-Year) 25000 Montana Community Foundation 33 South Last Chance Gulch Suite 2A Helena MT 59601 None Public Charity WFM Endowment Challenge Match (Multi-Year) 1000000 Parent Possible 800 Grant Street Suite 200 Denver CO 802032944 None Public Charity Vroom in Colorado (Multi-Year) 40000 Planned Parenthood of the Rocky Mountains 7155 East 38th Avenue Denver CO 80207 None Public Charity Shaping Our Second Century Campaign (Multi-Year) 800000 Soul2Soul Sisters 1373 N Grant St Denver CO 802032307 None Public Charity General Support (Multi-Year) 25000 Tools of the Mind PO Box 829 Shirley MA 01464 None Public Charity General Support (Multi-Year) 50000 United for a New Economy (UNE) 7190 Colorado Blvd Suite 400 Commerce City CO 80022 None Public Charity Transformative Leadership For Change 100000 Voces Unidas de las Montaas 214 Eighth Street Suite 205 Glenwood Springs CO 81601 None Public Charity General Support (Multi-Year) 25000 2565000 14 236306 16 1 14 165721 18 3243817 0 3645845 0 3645845 0 0 0 0 0 0 0 0 0 0 Kundinger, Corder & Engle, P.C. 27500 8250 19250 Pizza to the Polls 225 NE Wygant St Portland OR 97211 2020-09-30 100000 Procure, design, staff, stock and maintain an expanded fleet of food trucks delivering food on demand to people participating in civic life across the United States. 100000 The Foundation is not aware of any diversion of grant funds. 1/18/21, 1/26/21, 5/12/21 The Foundation has no reason to doubt the accuracy or reliability of the report from the grantee, therefore, no independent verification of the report was made. Schedule of Controlled Entities Form 990-PF, Page 5, Part VII-A, Line 11 Bannock 1201, LLC3200 E Cherry Creek South Drive, Suite 540Denver, CO 8020946-3664507The entity is not an excess business holding. PIMCO Short Term Institutional Fund 6648217 6635573 Vanguard Growth Index Fund 2559178 5578767 Spyglass Growth Fund 2126712 3540904 Jensen Quality Growth Fund 3339009 6193157 Cerberus International Ltd. AT COST 3140 17597 Newport Asia Institutional Fund AT COST 1098691 2698501 Raptor Global Fund LP AT COST 84276 66121 Brinson Partnership Fund AT COST 555092 451517 MHR Institutional Partners AT COST 206048 238464 Davidson Kempner Institutional Funds AT COST 3348222 3433092 Eminence Fund, Ltd. AT COST 57412 0 Canyon Value Realization Fd Ltd AT COST 1232251 2030860 GQG Partners Emerging Markets AT COST 1861249 2954616 Nitorum Offshore Fund AT COST 2000000 2500630 Coatue Offshore AT COST 1500000 2477916 Sheridan Square Offshore AT COST 3000000 3639233 Building 25851558 2226106 23625452 23625452 Land 8063334 0 8063334 8063334 Tuthill & Hughes LLP 1778 0 1778 Fairfield and Woods, P.C. 517 0 517 Repairs and maintenance 6277 0 6277 Other 836 0 836 Contract labor 2721 0 2721 Income from pass-through entities 165721 165721 165721 Donald Hopkins 1658 0 1658 Charles Schwab 814 814 0 Monticello 50000 50000 0 UBS Global Asset Management 1492 1492 0 Foreign taxes reported by pass-through entities 8905 8905 0 2019 excise tax paid in 2020 17500 0 0 2020 estimated excise tax payments 27000 0 0 Bannock 1201 LLC 3200 E Cherry Creek South Drive Suite 540 Denver CO 80209 463664507 Return of funds. 35000 30000 Bannock 1201 LLC 3200 E Cherry Creek South Drive Suite 540 Denver CO 80209 463664507 Transfers of funds for repairs and maintenance. 35000 35000