GARY PHILANTHROPY: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GARY PHILANTHROPY (EIN 81-0587194)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202523219349107622
- Schema version
- 2024v5.0
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T18:19:27-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 841255164 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KUNDINGER CORDER & MONTOYA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 LINCOLN STREET SUITE 200 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810587194 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARY PHILANTHROPY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GARY | BusinessNameControlTxt |
| Phone | 3036283800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1705 17TH STREET SUITE 200 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAITLIN FINN | PersonNm |
| Person Title | VP FIN/LEGAL & TREAS | PersonTitleTxt |
| Phone | 3036283800 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTIN CALDER | PreparerPersonNm |
| PTIN | P01720813 | PTIN |
| Phone | 3035345953 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $191,191,077 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,628,043 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,628,043 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,132,627 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,506,116 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,132,627 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,621,691 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $624,104 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,382,361 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,384,774 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,094,833 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $54,742 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,040,091 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $5,227,097 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $261,355 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $4,965,742 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $26,588 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $26,588 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $46,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,454 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $41,445 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $401,036 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $300,777 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $100,000 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $2,520 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $470,581 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $47,058 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $423,523 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $470,674 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $47,067 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $423,607 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,747,402 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25,375 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,560,633 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,586,781 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $739,828 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,481,629 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,658,244 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,602,489 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,245,025 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $739,828 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,084,118 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,862,664 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,644,946 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,132,997 | CashBOYAmt |
| Cash EOY | $1,049,536 | CashEOYAmt |
| Cash EOYFMV | $1,049,536 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $398,332 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $400,082 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $400,082 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $487,326 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $44,041 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $98,929 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $98,929 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $49,796,799 | CorporateStockBOYAmt |
| Corporate Stock EOY | $41,756,389 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $41,756,389 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $37,813,267 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $39,238,379 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $39,238,379 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $97,220,199 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $97,359,064 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $97,359,064 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $108,850 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $106,711 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,660 | LandBOYAmt |
| Land EOY | $2,139 | LandEOYAmt |
| Land EOYFMV | $2,139 | LandEOYFMVAmt |
| Other Assets BOY | $12,578,070 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,286,559 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $11,286,559 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $201,475,691 | TotalAssetsBOYAmt |
| Total Assets EOY | $191,191,077 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $191,191,077 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $715,139 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $529,889 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,743,061 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,202,916 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $3,458,200 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,732,805 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $198,017,491 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $187,458,272 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $198,017,491 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $187,458,272 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $201,475,691 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $191,191,077 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $198,017,491 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,862,664 | ExcessRevenueOverExpensesAmt |
| Other Increases | $303,445 | OtherIncreasesAmt |
| Subtotal | $187,458,272 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $187,458,272 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| ACCESS VENTURE | P | $3,119 | $3,119 | $3,119 | |
| CIM ENTERPRISE LOAN FUND | P | $944 | $944 | $944 | |
| LANDED HOMEOWNERSHIP IMPACT FUND | P | $11,630 | $11,630 | $11,630 | |
| LEARNSTART I | P | -$20,972 | -$20,972 | $20,972 | |
| LYME FOREST FUND IV | P | $2,083 | $2,083 | $2,083 | |
| NORTH SKY | P | -$10,175 | -$10,175 | $10,175 | |
| REACH III, LP | P | $442,821 | $442,821 | $442,821 | |
| SARONA | P | $32,384 | $32,384 | $32,384 | |
| SJF VENTURES IV, LP | P | $76,724 | $76,724 | $76,724 | |
| VISION RIDGE | P | $13,696 | $13,696 | $13,696 | |
| ZEAL CAPITAL PARTNERS FUND I | P | -$133,681 | -$133,681 | $133,681 | |
| ELEVAR EQUITY III, LP | P | $16,001 | $16,001 | $16,001 | |
| LEARN CAPITAL VENTURES | P | $96,015 | $96,015 | $96,015 | |
| ALTHELIA | P | -$208,661 | -$208,661 | $208,661 | |
| PUBLICLY TRADED SECURITIES | P | $5,810,699 | $5,810,699 | $5,810,699 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,132,627 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $6,132,627 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $106,265 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $106,265 | SubtotalAmt |
| Tax Based On Investment Income | $106,265 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $100,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3,751 | EsPenaltyAmt |
| Tax Due | $10,016 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 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 | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.GARYCOMMUNITY.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3036283800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1705 17TH STREET STE 200 | 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 | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 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 |
|---|---|---|---|---|---|---|---|---|
| CHRIS WATNEY | ||||||||
| 1705 17TH STREET STE 200 | DENVER | CO | 80202 | BOARD CHAIR | 000.00 | $0 | $0 | $0 |
| DAVID YOUNGGREN | ||||||||
| 1705 17TH STREET STE 200 | DENVER | CO | 80202 | VICE CHAIR | 000.00 | $0 | $0 | $0 |
| ROBERT GARY | ||||||||
| 1705 17TH STREET STE 200 | DENVER | CO | 80202 | MEMBER | 000.00 | $0 | $0 | $0 |
| NANCY GARY | ||||||||
| 1705 17TH STREET STE 200 | DENVER | CO | 80202 | MEMBER | 000.00 | $0 | $0 | $0 |
| TOM GOUGEON | ||||||||
| 1705 17TH STREET STE 200 | DENVER | CO | 80202 | MEMBER | 000.00 | $0 | $0 | $0 |
| JIM KELLEY | ||||||||
| 1705 17TH STREET STE 200 | DENVER | CO | 80202 | MEMBER | 000.00 | $0 | $0 | $0 |
| GREG MOORE | ||||||||
| 1705 17TH STREET STE 200 | DENVER | CO | 80202 | MEMBER | 000.00 | $0 | $0 | $0 |
| HOLLY VASQUEZ HORVATH | ||||||||
| 1705 17TH STREET STE 200 | DENVER | CO | 80202 | MEMBER | 000.00 | $0 | $0 | $0 |
| AMI DESAI | ||||||||
| 1705 17TH STREET STE 200 | DENVER | CO | 80202 | COO | 30.00 | $198,401 | $36,398 | $0 |
| JILL HAWLEY | ||||||||
| 1705 17TH STREET STE 200 | DENVER | CO | 80202 | VP PHILAN./P | 24.00 | $144,646 | $46,340 | $0 |
| SANTHOSH RAMDOSS | ||||||||
| 1705 17TH STREET STE 200 | DENVER | CO | 80202 | PRES/CEO | 26.00 | $310,300 | $51,923 | $0 |
| CHYRISE HARRIS | ||||||||
| 1705 17TH STREET STE 200 | DENVER | CO | 80202 | VP COMM | 26.00 | $143,553 | $31,070 | $0 |
| ASHLEY KAPLAN | ||||||||
| 1705 17TH STREET STE 200 | DENVER | CO | 80202 | SECRETARY | 26.00 | $0 | $0 | $0 |
| CAITLIN FINN | ||||||||
| 1705 17TH STREET STE 200 | DENVER | CO | 80202 | VP FIN/LEGAL | 26.00 | $148,547 | $43,257 | $0 |
| BRIAN HIATT | ||||||||
| 1705 17TH STREET STE 200 | DENVER | CO | 80202 | VP TECH | 31.00 | $149,386 | $54,919 | $0 |
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 |
|---|---|---|---|---|---|---|---|
| STEFF CLOTHIER | |||||||
| 1705 17TH STREET STE 200 | DENVER | CO | 80202 | EMPLOYEE | 36.00 | $180,110 | $53,052 |
| JULIE STONE | |||||||
| 1705 17TH STREET STE 200 | DENVER | CO | 80202 | EMPLOYEE | 36.00 | $163,171 | $64,332 |
| ANGELA MCPHAUL | |||||||
| 1705 17TH STREET STE 200 | DENVER | CO | 80202 | EMPLOYEE | 36.00 | $153,188 | $63,196 |
| CATHERINE TONER | |||||||
| 1705 17TH STREET STE 200 | DENVER | CO | 80202 | EMPLOYEE | 26.00 | $139,887 | $30,588 |
| SMIT NAIK | |||||||
| 1705 17TH STREET STE 200 | DENVER | CO | 80202 | EMPLOYEE | 30.00 | $127,623 | $32,307 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Business Name Line2BusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|
| THE 33RD TALENT CORPORATION | ||||||
| 1705 17TH STREET SUITE 200 | DENVER | CO | 80202 | STAFFING AGENCY | $1,056,770 | |
| THE CAPROCK GROUP INC | ||||||
| 805 WEST IDAHO STREET SUITE 200 | BOISE | ID | 83702 | INV ADVISOR | $216,667 | |
| CIVIC CONSULTING COLLABORATIVE | ||||||
| 6774 BUGLE COURT | BOULDER | CO | 80301 | CONSULTANT | $77,000 | |
| SOCIAL IMPACT SOLUTIONS | ||||||
| 147 NORMANS STREET | GOLDEN | CO | 80403 | CONSULTING | $76,000 | |
| BOOMERANG SERVICES | ||||||
| 3900 E MEXICO AVE SUITE 600 | DENVER | CO | 80210 | STAFFING AGENCY | $52,000 | D/B/A EXPERINCE FACTOR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 6 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE ATTACHED STATEMENT | Description1Txt |
| Expenses1 | $156,926 | Expenses1Amt |
| Total | $156,926 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $187,382,396 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,340,737 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,152,619 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $189,875,752 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $189,875,752 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,848,136 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $187,027,616 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,351,381 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,351,381 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $106,265 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $106,265 | TotalTaxAmt |
| Distributable Before Adj | $9,245,116 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,785,754 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,030,870 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,030,870 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,084,118 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $156,926 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $17,241,044 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,030,870 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $7,130,026 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,886,545 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,427,153 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,440,722 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,663,003 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $29,547,449 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,241,044 | QualifyingDistributionsAmt |
| Applied To Current Year | $11,030,870 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,210,174 | RemainingDistriFromCorpusAmt |
| Total Corpus | $35,757,623 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $7,130,026 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $28,627,597 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,886,545 | ExcessFromYear4Amt |
| Excess From Year3 | $3,427,153 | ExcessFromYear3Amt |
| Excess From Year2 | $4,440,722 | ExcessFromYear2Amt |
| Excess From Year1 | $9,663,003 | ExcessFromYear1Amt |
| Excess From Current Year | $6,210,174 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED STATEMENT | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1705 17TH STREET 200 | AddressLine1Txt |
| City | DENVER | 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 ATTACHED STATEMENT | GrantOrContributionPurposeTxt |
| Amt | $5,602,489 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,602,489 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED STATEMENT | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1705 17TH STREET 200 | AddressLine1Txt |
| City | DENVER | 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 ATTACHED STATEMENT | GrantOrContributionPurposeTxt |
| Amt | $1,703,333 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,703,333 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MY SPARK PROGRAM REVENUE | Desc |
| Related Or Exempt Function Incm | $1,682,105 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,628,043 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,132,627 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| INTEREST FROM PRIS | 14 | $117,538 | ||
| INCOME FROM PASSTHROUGHS | 14 | $506,566 | ||
| UBTI FROM PASSTHROUGHS | 523000 | -$684,518 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$684,518 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,384,774 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,682,105 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,382,361 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumberTxt |
| Relationship Statement | AFTER-SCHOOL ACTIVITIES FOR DPS MIDDLE SCHOOLERS | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KUNDINGER, CORDER & MONTOYA P.C. | CategoryTxt |
| Amt | $46,050 | Amt |
| Net Investment Income | $3,454 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $41,445 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | DEPRECIATION | PropertyDesc |
| Prior Year Depreciation | $25,121 | PriorYearDepreciationAmt |
| Current Year Expense | $2,520 | CurrentYearExpenseAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SNW ASSET MANAGEMENT LLC | BondNm |
| EOY Book Value | $39,238,379 | EOYBookValueAmt |
| EOYFMV | $39,238,379 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ETHIC INC | $36,435,928 | $36,435,928 |
| VANGUARD FTSE EMERGING | $5,320,461 | $5,320,461 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (51 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCESS VENTURE PARTNERS IV | FMV | $1,089,720 | $1,089,720 |
| ACHIEVE PARTNERS | FMV | $8,275,413 | $8,275,413 |
| ALTHELIA | FMV | $1,365,649 | $1,365,649 |
| APIS & HERITAGE LEGACY FUND I | FMV | $1,198,924 | $1,198,924 |
| BETTER WEEKDAYS INC. | FMV | $100,000 | $100,000 |
| BREVET SPECIAL OPPORTUNITY FUND | FMV | $14,702,438 | $14,702,438 |
| BRIDGES VENTURES, LP | FMV | $230,214 | $230,214 |
| CHAMBA INC. | FMV | $100,000 | $100,000 |
| CIM ENTERPRISE FUND, LP | FMV | $5,112,596 | $5,112,596 |
| ELEVAR EQUITY FUND III | FMV | $5,769,524 | $5,769,524 |
| ESSENTIAL OWNERS FUND, L.P. | FMV | ||
| ETHIC INC | FMV | $795,475 | $795,475 |
| EVERYDAY LABS | FMV | $500,000 | $500,000 |
| GREENBACKER RENEWABLE ENERGY CORPORA | FMV | $4,581,608 | $4,581,608 |
| GREYMATTER FUND I | FMV | $711,500 | $711,500 |
| GUARDIANS COLLECTIVE APP INC | FMV | $499,998 | $499,998 |
| HOMETEAM VENTURES FUND I, LP | FMV | $576,133 | $576,133 |
| HONEST JOBS, INC. | FMV | $100,000 | $100,000 |
| HUNTINGTON CAPITAL FUND III | FMV | ||
| IMPACT AMERICA FUND II, LP | FMV | $634,180 | $634,180 |
| IMPACT AMERICA FUND III, LP | FMV | $132,849 | $132,849 |
| KIMPACT EVERGREEN REAL ESTATE | FMV | $15,428,274 | $15,428,274 |
| KING STREET CAPITAL, LTD. | FMV | $108,523 | $108,523 |
| LANDED EDUCATORS II | FMV | $339,630 | $339,630 |
| LANDED HOMEOWNERSHIP IMPACT | FMV | $2,336,211 | $2,336,211 |
| LEARN CAPITAL VENTURE | FMV | $4,376,742 | $4,376,742 |
| LEARNSTART I | FMV | $2,463,302 | $2,463,302 |
| LEARNSTART II | FMV | $838,100 | $838,100 |
| LENDABLE SIV | FMV | $5,081,786 | $5,081,786 |
| LYME FOREST FUND IV, LP | FMV | $2,089,165 | $2,089,165 |
| MAGICSCHOOL | FMV | $150,000 | $150,000 |
| MAIN STREET PHOENIX WORKERS | FMV | ||
| MOSAIC CAPITAL INVESTORS II LP | FMV | $1,735,482 | $1,735,482 |
| NEW ENERGY CAPITAL INFRASTRUCT | FMV | $150,144 | $150,144 |
| NEW MARKETS EDUCATION PTNRS III | FMV | $519,008 | $519,008 |
| NORTH SKY CLEAN GROWTH FUND IV | FMV | $583,952 | $583,952 |
| PADSPLIT | FMV | $300,000 | $300,000 |
| PARENTPOWERED, PBC | FMV | $220,000 | $220,000 |
| REACH III, LP | FMV | $2,792,375 | $2,792,375 |
| REACH IV, LP | FMV | $581,170 | $581,170 |
| RETHINK EDUCATION IV | FMV | $155,454 | $155,454 |
| RUTHLESS FOR GOOD FUND I | FMV | $401,023 | $401,023 |
| SARONA FRONTIER MARKETS FND II | FMV | $984,599 | $984,599 |
| SJF VENTURES IV | FMV | $2,084,024 | $2,084,024 |
| STAKE | FMV | $510,000 | $510,000 |
| TRIDENT | FMV | $2,142,637 | $2,142,637 |
| VISION RIDGE SUSTAINABLE ASSET | FMV | $1,887,432 | $1,887,432 |
| WONDERSCHOOL | FMV | $90,000 | $90,000 |
| ZEAL CAPITAL PARTNERS FUND II | FMV | $1,729,957 | $1,729,957 |
| ZEAL CAPITAL PARTNERS FUND III | FMV | $118,868 | $118,868 |
| RANGE TECHNOLOGIES VENTURE FUND II | FMV | $684,985 | $684,985 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SOFTWARE/EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $108,850 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $106,711 | AccumulatedDepreciationAmt |
| Book Value | $2,139 | BookValueAmt |
| EOYFMV | $2,139 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FAEGRE DRINKER BIDDLE & REACHT L | CategoryTxt |
| Legal Fees | $26,588 | LegalFeesAmt |
| Disbursements Charitable Prps | $26,588 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENTS | $11,548,333 | $9,880,867 | $9,880,867 |
| PRI INTEREST RECEIVABLE | $85,908 | $54,165 | $54,165 |
| INTEREST/DIVIDEND RECEIVABLE | $266,603 | $329,835 | $329,835 |
| INV DISTRIBUTION RECEIVABLE | $677,226 | $1,021,692 | $1,021,692 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| INSURANCE | $21,531 | $2,153 | $19,378 |
| PROFESSIONAL DEVELOPMENT | $25,619 | $2,562 | $23,057 |
| OFFICE EXPENSES | $206,601 | $20,660 | $185,941 |
| BAD DEBT EXPENSE | $161,394 | ||
| CONSULTANTS/CONTRACT LABOR | $1,835,257 | $1,835,257 | |
| PROGRAM RELATED EXPENSE | $2,497,000 | $2,497,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MY SPARK PROGRAM REVENUE | $1,682,105 | |
| INTEREST FROM PRIS | $117,538 | $117,538 |
| INCOME FROM PASSTHROUGHS | $506,566 | $506,566 |
| UBTI FROM PASSTHROUGHS | -$684,518 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $303,445 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER INVESTMENT MANAGEMENT FEES | $184,369 | $138,277 |
| THE CAPROCK GROUP | $216,667 | $162,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CHANGE IN TAX ACCRUAL | CategoryTxt |
| Amt | $100,000 | Amt |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MY SPARK LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1705 17TH STREET SUITE 200 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931377689 | EIN |
| Desc | GRANT | Desc |
| Amt | $350,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350,000 | TotalAmt |
Comments