THE ANNA AND JOHN J SIE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE ANNA AND JOHN J SIE FOUNDATION (EIN 83-6058353)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-04
- IRS object ID
- 202602479349100115
- Schema version
- 2025v4.0
- 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 Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- 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 | 2026-09-04T16:26:13-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 836058353 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ANNA AND JOHN J SIE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANNA | BusinessNameControlTxt |
| Phone | 3034686060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3239 E 2ND AVE | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80206 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN J SIE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2026-09-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH FICHTER | PreparerPersonNm |
| PTIN | P02384656 | PTIN |
| Phone | 3035345953 | PhoneNum |
| Preparation | 2026-09-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $46,298,316 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,180,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $521,607 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $521,607 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,343,951 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,343,951 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,343,951 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $104,304 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $104,304 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,149,862 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,969,862 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $153,891 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $153,891 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $254,570 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $254,570 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $78,148 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $78,148 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,250 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $4,250 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,536 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $8,536 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $75,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $75,000 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $58,042 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $3,535 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,535 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $55,143 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,981 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $47,162 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $691,115 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $82,981 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $550,092 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,533,065 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,533,065 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,224,180 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $82,981 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,083,157 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $925,682 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,886,881 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,065,442 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,227,916 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,227,916 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,232,854 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,527,477 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,151,194 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $15,633,593 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,920,655 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,408,361 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $12,509,845 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $11,328,322 | LandBOYAmt |
| Land EOY | $12,509,845 | LandEOYAmt |
| Land EOYFMV | $12,509,845 | LandEOYFMVAmt |
| Other Assets BOY | $1,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $38,261,211 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,186,893 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $46,298,316 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $38,261,211 | RetainedEarningBOYAmt |
| Retained Earning EOY | $39,186,893 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,261,211 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,186,893 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $38,261,211 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,186,893 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,261,211 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $925,682 | ExcessRevenueOverExpensesAmt |
| Subtotal | $39,186,893 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $39,186,893 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,343,951 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $54,028 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $54,028 | SubtotalAmt |
| Tax Based On Investment Income | $54,028 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $48,523 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $9,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $57,523 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3,495 | OverpaymentAmt |
| Applied To ES Tax | $3,495 | 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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMIE NIELSEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3034686060 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3239 E 2ND AVENUE | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80206 | 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN J SIE | ||||||||
| 3239 E 2ND AVE | DENVER | CO | 80206 | TRUSTEE | 24.00 | $12,000 | $12,456 | $0 |
| MICHELLE SIE WHITTEN | ||||||||
| 3239 E 2ND AVE | DENVER | CO | 80206 | ED | 20.00 | $141,891 | $18,386 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| CAROLINE DAVEY | |||||||
| 3239 E 2ND AVE | DENVER | CO | 80206 | PROJECT MGR | 40.00 | $74,169 | |
| MARISA CUCUZZELLA | |||||||
| 3239 E 2ND AVE | DENVER | CO | 80206 | OFFICE MGR | 40.00 | $59,326 | $6,898 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTICELLO ASSOCIATES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 LARIMER ST STE 2100 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVEST. ADVISOR | ServiceTypeTxt |
| Compensation | $75,000 | CompensationAmt |
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 | $25,031,377 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,265,074 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $34,296,451 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $34,296,451 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $514,447 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,782,004 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,689,100 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,689,100 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $54,028 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $54,028 | TotalTaxAmt |
| Distributable Before Adj | $1,635,072 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,635,072 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,635,072 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,083,157 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,083,157 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,635,072 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,193,547 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,972,942 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $883,890 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,907,720 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,980,807 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,938,906 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,083,157 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,635,072 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,448,085 | RemainingDistriFromCorpusAmt |
| Total Corpus | $13,386,991 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,193,547 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,193,444 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,972,942 | ExcessFromYear4Amt |
| Excess From Year3 | $883,890 | ExcessFromYear3Amt |
| Excess From Year2 | $1,907,720 | ExcessFromYear2Amt |
| Excess From Year1 | $3,980,807 | ExcessFromYear1Amt |
| Excess From Current Year | $2,448,085 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN J SIE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ADAM'S CAMP | |||||||||
| 56 INVERNESS DR E 250 | ENGLEWOOD | CO | 80112 | N/A | PC | INTENSIVE THERAPY, FAMILY SUPPORT | $5,000 | ||
| ARC THRIFTMETRO ASSOC FOR RC | |||||||||
| 12345 W ALAMEDA PKWY 111 | LAKEWOOD | CO | 80228 | N/A | PC | FOR INTELLECTUAL/DEV. DISABLED INDV. | $10,000 | ||
| BAL SWAN CHILDREN'S CENTER | |||||||||
| 1145 E 13TH AVE | BROOMFIELD | CO | 80020 | N/A | PC | EARLY CHILDHOOD EDUCATION | $2,500 | ||
| CANCER LEAGUE OF COLORADO | |||||||||
| PO BOX 5373 | ENGLEWOOD | CO | 80155 | N/A | PC | FOR CANCER RESEARCH & PROGRAMS. | $15,000 | ||
| CENTER FOR FAMILY AND HUMAN | |||||||||
| 2 PARK AVE STE 2004 | NEW YORK | NY | 10016 | N/A | PC | TO DEFENT LIFE AND FAMILY | $2,500 | RIGHTS | |
| CESASC | |||||||||
| 5474 W 76TH ST | LOS ANGELES | CA | 90045 | N/A | PC | ENGINEERING SCHOLARSHIPS. | $2,500 | ||
| COLORADO EVENT ALLIANCE | |||||||||
| 11095 E 45TH AVE | DENVER | CO | 80239 | N/A | PC | FINANCIAL RELIEF AND CRISIS RESPONSE | $900 | ||
| CHILDREN'S DIABETES FOUNDATION | |||||||||
| PO BOX 29650 | PHOENIX | AZ | 85035 | N/A | PC | FOR TYPE 1 DIABETES PROGRAMS. | $7,500 | ||
| CHILDREN'S HOSPITAL COLORADO | |||||||||
| ANSCHUTZ MEDICAL CAMPUS | AURORA | CO | 80045 | N/A | PC | PEDIATRIC HEALTH CARE | $840,330 | FOUNDATION | 13123 E 16TH AVE B045 |
| COLORADO BALLET | |||||||||
| 1075 SANTA FE DR | DENVER | CO | 80204 | N/A | PC | FOR PERFORMANCES/TRAINING/EDUCATION. | $5,500 | ||
| COLORADO WOMENS HALL OF FAME | |||||||||
| 6530 S YOSEMITE ST | GREENWOOD VILLAGE | CO | 80111 | N/A | PC | CONTRIBUTION OF WOMEN | $2,000 | INC | STE 350 |
| COMMITEE OF 100 INC | |||||||||
| PO BOX 3504 | NEW YORK | NY | 10008 | N/A | PC | CHINESE AMERICAN ACTING | $7,000 | ||
| DENVER ART MUSEUM | |||||||||
| 100 W 14TH AVE PKWY | DENVER | CO | 80204 | N/A | PC | FOR EXHIBITIONS/PROGRAMS/COLLECTION. | $116,050 | ||
| DENVER BOTANIC GARDENS | |||||||||
| 909 YORK STREET | DENVER | CO | 80206 | N/A | PC | CONNECT PEOPLE WITH PLANTS | $1,000 | ||
| DENVER FILM SOCIETY | |||||||||
| 2510 E COLFAX | DENVER | CO | 80206 | N/A | PC | FOR AUDIENCES TO DISCOVER FILM. | $20,000 | ||
| DENVER HEALTH & HOSPITALS | |||||||||
| 777 BANNOCK ST MC0111 | DENVER | CO | 80203 | N/A | PC | DOWN SYNDROME MEDICAL CARE | $225,419 | FOUNDATION | |
| DENVER SCHOOL OF SCIENCE AND | |||||||||
| PO BOX 857397 | MINNEAPOLIS | MN | 55485 | N/A | PC | CORE VALUES EDUCATION. | $25,000 | TECHNOLOGY | |
| DOWN SYNDROME COMMUNITY OF PS | |||||||||
| 3120 139TH AVENUE SE | BELLEVUE | WA | 98005 | N/A | PC | PROMOTE INCLUSIVE SCHOOLS | $2,500 | STE 500 | |
| EASTER SEALS COLORADO | |||||||||
| 393 S HARLAN ST 250 | LAKEWOOD | CO | 80226 | N/A | PC | FOR SERVICES FOR ALL DISABILITIES. | $2,500 | ||
| FIRE FOUNDATION OF DENVER | |||||||||
| 40 W LITTLETON BLVD 210 | LITTLETON | CO | 80120 | N/A | PC | FOR INCLUSIVE CATHOLIC EDUCATION. | $2,600 | ||
| GIRL SCOUTS OF COLORADO | |||||||||
| 1485 S COLORADO BLVD | DENVER | CO | 80222 | N/A | PC | EMPOWER YOUNG GIRLS | $1,000 | STE 210 | |
| GLOBAL DOWN SYNDROME FOUNDATION | |||||||||
| 3239 E 2ND AVE | DENVER | CO | 80206 | N/A | PC | FOR RESEARCH/EDU/ADVOCACY/GRANTS. | $1,316,253 | ||
| GLOBAL LIVINGSTON INSTITUTE | |||||||||
| 1031 33RD ST 235 | DENVER | CO | 80205 | N/A | PC | AWARENESS, COLLABORATION | $5,000 | ||
| IN COLORADO INITIATIVE FOR IHE | |||||||||
| 7931 S BROADWAY 193 | LITTLETON | CO | 80122 | N/A | PC | SCHOLARSHIPS FOR INTELLECTUAL DIS. | $2,500 | ||
| JUDAISM YOUR WAY | |||||||||
| 950 S CHERRY ST 310 | DENVER | CO | 80246 | N/A | PC | CONNECT WITH ALL JEWS | $50,000 | ||
| JUDI'S HOUSE | |||||||||
| 1741 GAYLORD ST | DENVER | CO | 80206 | N/A | PC | FOR SERVICES FOR GRIEVING FAMILIES. | $5,000 | ||
| JUNIOR ACHIEVEMANT USA | |||||||||
| 1 EDUCATION WAY | COLORADO SPRINGS | CO | 80906 | N/A | PC | INSPIRE AND PREPARE YOUNG PEOPLE | $5,000 | ||
| MAKE-A-WISH FOUND-COLORADO CHAPTER | |||||||||
| 7951 E MAPLEWOOD AVE 126 | GREENWOOD VILLAGE | CO | 80111 | N/A | PC | FOR GRANTING CHILDREN'S WISHES. | $14,368 | ||
| MILE HIGH MONTESSORI EARLY LEARNING | |||||||||
| 616 E SPEER BLVD | DENVER | CO | 80203 | N/A | PC | FOR LOW INCOME CHILDREN'S EDUCATION. | $25,000 | ||
| MIZEL INSTITUTE-LYON GLOBAL FOUNDAT | |||||||||
| 4350 S MONACO ST 5TH FL | DENVER | CO | 80203 | N/A | PC | FOR PUBLIC SAFETY EDUCATION. | $25,000 | ||
| MOFFITT CANCER CENTER FOUNDATION | |||||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | N/A | PC | CANCER RESEARCH | $100,000 | ||
| MUSEUM OF CONTEMPORARY ART | |||||||||
| 1485 DELGANY ST | DENVER | CO | 80202 | N/A | PC | FOR INSPIRATIONAL CONTEMPORARY ART. | $20,000 | ||
| NATIONAL JEWISH HEALTH | |||||||||
| 1400 JACKSON ST S724 | DENVER | CO | 80206 | N/A | PC | FOR CLINICAL, RESEARCH & EDUCATION. | $17,000 | ||
| PARENT PROJECT FOR MUSCULAR | |||||||||
| 401 HACKENSACK AVE 9TH F | HACKENSACK | NJ | 07601 | N/A | PC | IMPROVE TREATMENT PROGRAMS | $5,000 | DYSTROPHY | |
| REGIS UNIVERSITY | |||||||||
| 3333 REGIS BLVD MS B-16 | DENVER | CO | 80221 | N/A | PC | FOR POST SECONDARY FEASIBILITY STUDY | $10,000 | ||
| ROCKY MOUNTAIN DOWN SYNDROME | |||||||||
| 3033 S PARKER RD 504 | PARKER | CO | 80014 | N/A | PC | FOR DOWN SYNDROME INCLUSION. | $10,000 | ASSOCIATION | |
| SERIESFEST | |||||||||
| 1550 WEWATTA ST 820 | DENVER | CO | 80202 | N/A | PC | INSPIRE AND IMPACT AUDIENCES | $36,400 | ||
| SPECIAL OLYMPICS INC | |||||||||
| 1133 19TH ST NW | WASHINGTON | DC | 20036 | N/A | PC | FOR SPORTS TRAINING/ATHLETIC COMP. | $2,500 | ||
| THE 1990 INSTITUTE | |||||||||
| 220 MONTGOMERY ST PH 10 | SAN FRANCISCO | CA | 94104 | N/A | PC | SOLIDARITY OF THE YOUTH | $5,000 | ||
| THE CABLE CENTER | |||||||||
| PO BOX 101870 | DENVER | CO | 80250 | N/A | PC | CELEBRATE INNOVATIVE PEOPLE | $15,000 | ||
| THE RISE SCHOOL OF DENVER | |||||||||
| 4901 E EASTMAN AVE | DENVER | CO | 80222 | N/A | PC | FOR EARLY CHILDHOOD EDU. FOR ALL. | $2,500 | ||
| THE WESTERN STOCK SHOW ASSOCIATION | |||||||||
| 4655 HUMBOLDT STREET | DENVER | CO | 80216 | N/A | PC | EDUCATION IN AGRIBUSINESS | $14,925 | ||
| UNIVERSITY OF COLORADO FOUNDATION | |||||||||
| 1800 GRANT ST 725 | DENVER | CO | 80210 | N/A | PC | FOR DOWN SYNDROME RESEARCH. | $500,500 | ||
| UNIVERSITY OF DENVER | |||||||||
| 2199 S UNIVERSITY BLVD | DENVER | CO | 80210 | N/A | PC | INTERNATIONAL STUDY OPPORTUNITIES | $14,320 | ||
| UNIVERSITY OF WASHINGTON FOUNDATION | |||||||||
| PO BOX 357925 | SEATTLE | WA | 98195 | N/A | PC | EXPERIMENTAL EDUCATION UNIT | $15,000 | ||
| VOLUNTEERS OF AMERICA-COLORADO | |||||||||
| 2660 LARIMER ST | DENVER | CO | 80205 | N/A | PC | FOR SERVICES TO WOMEN/CHILDREN/FAM. | $20,000 | BRANCH | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,533,065 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| DENVER ART MUSEUM | ||||||||
| 100 WEST 14TH AVE PKWY | DENVER | CO | 80204 | N/A | PC | GENERAL OPERATING | $100,000 | |
| DENVER FILM SOCIETY | ||||||||
| 1510 YORK ST 3RD FLR | DENVER | CO | 80206 | N/A | PC | SPONSORSHIP | $40,000 | |
| REGIS UNIVERSITY | ||||||||
| 3333 REGIS BOULEVARD B-16 | DENVER | CO | 80221 | N/A | PC | OPERATING SUPPORT | $10,000 | |
| UNIVERSITY OF COLORADO FOUNDATION | ||||||||
| 1800 GRANT STREET | DENVER | CO | 80203 | N/A | PC | IMMUNO THERAPY RESEARCH PROJECT | $2,250,000 | STE 725 |
| UNIVERSITY OF COLORADO FOUNDATION | ||||||||
| 1800 GRANT STREET | DENVER | CO | 80203 | N/A | PC | ANNUAL SUPPORT | $1,500,000 | STE 725 |
| THE CHILDREN'S HOSPITAL FOUNDATION | ||||||||
| PO BOX 5585 | DENVER | CO | 80217 | N/A | PC | SIE CENTER DIRECTOR | $1,500,000 | |
| THE CHILDREN'S HOSPITAL FOUNDATION | ||||||||
| PO BOX 5585 | DENVER | CO | 80217 | N/A | PC | OPERATING SUPPORT | $1,260,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $6,660,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $521,607 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $104,304 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,343,951 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,969,862 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,969,862 | 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 | JOHN J SIE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3239 E 2ND AVE | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,180,000 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | UNIT 1 - 3239 E. 2ND AVE DENVER | NoncashPropertyDesc |
| Fair Market Value | $1,180,000 | FairMarketValueAmt |
| Received | 2025-09-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| KUNDINGER, CORDER & MONTOYA, PC | $4,800 | $4,800 |
| CLIFTON LARSON ALLEN LLP | $3,736 | $3,736 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LONGLEAF SMALL CAP FUND | $1,283,843 | $1,349,092 |
| DODGE & COX INTERNATIONAL FUND | $3,243,634 | $5,802,102 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WELLINGTON TRUST COMPANY | AT COST | $8,060,661 | $7,621,562 |
| VIKING GLOBAL EQUITIES | AT COST | $937,501 | $5,398,157 |
| MAVERICK FUND LDC | AT COST | ||
| FORTRESS CREDIT OPPORTUNITIES FUND | AT COST | $150,342 | $27,715 |
| FARALLON | AT COST | $3,772,151 | $4,360,927 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PROPERTY AND EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $12,509,845 | CostOrOtherBasisAmt |
| Book Value | $12,509,845 | BookValueAmt |
| EOYFMV | $12,509,845 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRELAND STAPLETON & PASCOE | CategoryTxt |
| Legal Fees | $4,250 | LegalFeesAmt |
| Disbursements Charitable Prps | $4,250 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PUBLIC SERVICE VIDEOS | Desc |
| BOY Book Value | $1,000 | BOYBookValueAmt |
| EOY Book Value | $1,000 | EOYBookValueAmt |
| EOYFMV | $1,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| PAYROLL PROCESSING FEE | $10,708 | $10,708 | |
| INSURANCE | $13,424 | $13,424 | |
| LICENSES & PERMITS | $220 | $220 | |
| DUES AND SUBSCRIPTIONS | $6,592 | $6,592 | |
| INVESTMENT EXPENSES | $7,981 | $7,981 | |
| OTHER | $16,218 | $16,218 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| WELLINGTON EQUITY RESEARCH | $86,949 | $86,949 |
| FORTRESS CREDIT OPPORTUNITIES | -$646 | -$646 |
| FARALLON CAPITAL INST | $18,001 | $18,001 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MONTICELLO ASSOCIATES | CategoryTxt |
| Amt | $75,000 | Amt |
| Net Investment Income | $75,000 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $58,042 | Amt |
Comments