BOETTCHER FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BOETTCHER FOUNDATION (EIN 84-0404274)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-09
- IRS object ID
- 202612529349100121
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other 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 | 2026-09-09T14:19:06-04:00 | 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 | 840404274 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOETTCHER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOET | BusinessNameControlTxt |
| Phone | 3035341937 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 LARIMER STREET | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN KRUSE | PersonNm |
| Person Title | COO/VP FINANCE | PersonTitleTxt |
| Signature | 2026-09-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTIN CALDER | PreparerPersonNm |
| PTIN | P01720813 | PTIN |
| Phone | 3035345953 | PhoneNum |
| Preparation | 2026-09-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $403,584,810 | 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 | $358,195 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,795,026 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,795,026 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,241,854 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,969,334 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,075,746 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,624,757 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,568,973 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $16,019,832 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,439,745 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $648,626 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $119,973 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $528,653 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,412,361 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $22,285 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,378,933 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $820,277 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $65,622 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $754,654 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $24,124 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $24,124 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $42,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,563 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $31,687 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $942,380 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $366,779 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $475,601 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,240,360 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $495,790 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $25,120 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $470,670 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $142,249 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $7,207 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $135,042 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $77,788 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $3,941 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $73,847 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,621,390 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,764 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,598,628 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,467,595 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $644,254 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,471,839 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,053,676 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,082,492 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $17,521,271 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $644,254 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,554,331 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,501,439 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,795,491 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $19,505,305 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,012,593 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,012,593 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $97,962,403 | CorporateStockBOYAmt |
| Corporate Stock EOY | $107,426,630 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $165,206,292 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $35,118,750 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $29,118,445 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $31,008,079 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $124,166,818 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $124,569,169 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $190,986,179 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,246,667 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,371,667 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,371,667 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $278,999,943 | TotalAssetsBOYAmt |
| Total Assets EOY | $277,498,504 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $403,584,810 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $278,639,943 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $277,028,504 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $360,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $470,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $278,999,943 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $277,498,504 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $278,999,943 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $277,498,504 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $278,999,943 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,501,439 | ExcessRevenueOverExpensesAmt |
| Subtotal | $277,498,504 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $277,498,504 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAINS | P | $9,773,278 | $9,773,278 | $9,773,278 | |
| LEGACY VENTURE X | P | $72,136 | $72,136 | $72,136 | |
| ANCHORAGE ILLIQUID OPP OFFSHORE VI | P | -$539 | -$539 | $539 | |
| MHR INSTITUTIONAL PARTNERS II | P | $9,782 | $9,782 | $9,782 | |
| ANCHORAGE CREDIT OPP OFFSHORE VIII | P | -$2 | -$2 | $2 | |
| MHR INSTITUTIONAL PARTNERS III | P | -$12,522 | -$12,522 | $12,522 | |
| ANCHORAGE CREDIT OPP ONSHORE IX | P | $19,498 | $19,498 | $19,498 | |
| MHR INSTITUIONAL PARTNERS IV | P | $2,361 | $2,361 | $2,361 | |
| ARBOUR LANE COF II (B) | P | -$243,731 | -$243,731 | $243,731 | |
| PLATTE RIVER VENTURES III-B | P | $26,203 | $26,203 | $26,203 | |
| ARBOUR LANE COF III (B) | P | -$10,307 | -$10,307 | $10,307 | |
| PLATTE RIVER VENTURES IV | P | $2,326 | $2,326 | $2,326 | |
| CLAYTON DUBILIER RICE IX | P | $89,951 | $89,951 | $89,951 | |
| TIFF PEP 2007 | P | -$39,641 | -$39,641 | $39,641 | |
| CLAYTON DUBILIER RICE X | P | $63,388 | $63,388 | $63,388 | |
| TIFF V US | P | -$7,590 | -$7,590 | $7,590 | |
| COLORADO IMPACT FUND | P | -$378,962 | -$378,962 | $378,962 | |
| COMMONFUND CAPITAL PARTNERS III | P | -$3,307 | -$3,307 | $3,307 | |
| COMMONFUND ENDOWMENT PARTNERS V | P | -$30,878 | -$30,878 | $30,878 | |
| CU HEALTHCARE INNOVATION FUND | P | $3,468 | $3,468 | $3,468 | |
| INNOSPHERE VENTURES FUND II | P | -$1 | -$1 | $1 | |
| LEGACY VENTURE VIII | P | $616,023 | $616,023 | $616,023 | |
| LEGACY VENTURE IX | P | $124,812 | $124,812 | $124,812 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,075,746 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $10,075,746 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $205,657 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $205,657 | SubtotalAmt |
| Tax Based On Investment Income | $205,657 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $129,521 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $179,521 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $26,136 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | WWW.BOETTCHERFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOETTCHER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3035341937 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 LARIMER ST SUITE 1400 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| GREGORY L MOORE | ||||||||
| 600 17TH STREET SUITE 2210 SOUTH | DENVER | CO | 80202 | CHAIR | 1.50 | $1,000 | $0 | $92 |
| MICHELLE LUCERO | ||||||||
| 1800 LARIMER ST SUITE 1400 | DENVER | CO | 80202 | CHAIR-ELECT | 1.50 | $1,000 | $0 | $92 |
| LINDSEY PAULSON | ||||||||
| 1800 LARIMER ST SUITE 1400 | DENVER | CO | 80202 | SECRETARY | 1.50 | $1,000 | $0 | $92 |
| JASON WHEELER | ||||||||
| 1800 LARIMER ST SUITE 1400 | DENVER | CO | 80202 | TREASURER | 1.50 | $1,000 | $0 | $92 |
| THOMAS GEORGE | ||||||||
| 1800 LARIMER ST SUITE 1400 | DENVER | CO | 80202 | TRUSTEE | 1.20 | $1,000 | $0 | $92 |
| REBECCA LOVE KOURLIS | ||||||||
| 1800 LARIMER ST SUITE 1400 | DENVER | CO | 80202 | TRUSTEE | 1.20 | $1,000 | $0 | $92 |
| DAVID MILLER | ||||||||
| 1800 LARIMER ST SUITE 1400 | DENVER | CO | 80202 | TRUSTEE | 1.20 | $0 | $0 | $0 |
| RICO MUNN | ||||||||
| 1800 LARIMER ST SUITE 1400 | DENVER | CO | 80202 | TRUSTEE | 1.20 | $1,000 | $0 | $0 |
| RICK PEDERSON | ||||||||
| 1800 LARIMER ST SUITE 1400 | DENVER | CO | 80202 | TRUSTEE | 1.20 | $0 | $0 | $92 |
| LISA ZUNIGA RAMIREZ | ||||||||
| 1800 LARIMER ST SUITE 1400 | DENVER | CO | 80202 | TRUSTEE | 1.20 | $1,000 | $0 | $92 |
| KATIE S KRAMER | ||||||||
| 1800 LARIMER ST SUITE 1400 | DENVER | CO | 80202 | PRES/CEO | 40.00 | $392,342 | $108,660 | $3,240 |
| KAREN KRUSE | ||||||||
| 1800 LARIMER ST SUITE 1400 | DENVER | CO | 80202 | COO/VP FINAN | 40.00 | $248,284 | $66,405 | $2,760 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| TIFFANY ANDERSON | ||||||||
| 1800 LARIMER ST SUITE 1400 | DENVER | CO | 80202 | VP GRANTS & | 40.00 | $197,147 | $65,559 | $2,760 |
| CURTIS ESQUIBEL | ||||||||
| 1800 LARIMER ST SUITE 1400 | DENVER | CO | 80202 | SR DIR COMM | 40.00 | $171,570 | $28,784 | $2,760 |
| VANESSA ROMAN | ||||||||
| 1800 LARIMER ST SUITE 1400 | DENVER | CO | 80202 | DIR SCHOLARS | 40.00 | $130,305 | $55,246 | $2,760 |
| GARRETT MAYBERRY | ||||||||
| 1800 LARIMER ST SUITE 1400 | DENVER | CO | 80202 | PROGRAMS MAN | 40.00 | $127,715 | $39,627 | $1,440 |
| HALEY FICK | ||||||||
| 1800 LARIMER ST SUITE 1400 | DENVER | CO | 80202 | ACCNT & OPS | 40.00 | $108,185 | $51,069 | $2,760 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 8 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MONTICELLO ASSOCIATES INC | |||||
| 1800 LARIMER STREET 2100 | DENVER | CO | 80202 | INV CONSULT | $300,000 |
| WHITE RIVER STRATEGY | |||||
| PO BOX 775902 | STEAMBOAT SPRINGS | CO | 80477 | EXEC CONSULTANT | $113,500 |
| KAIROS ADVISORY GROUP | |||||
| 3824 TAFT COURT | WHEAT RIDGE | CO | 80033 | STRAT CONSULT | $91,450 |
| CLIC DESIGN STUDIO LLC | |||||
| 50 SOUTH STEELE STREET SUITE 395 | DENVER | CO | 80209 | OFFICE DESIGNER | $89,904 |
| WELLINGTON MANAGEMENT CO LLC | |||||
| 280 CONGRESS STREET | BOSTON | MA | 02210 | INV MGMT | $84,779 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 4 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | LOW-INTEREST LOAN FOR THE FIRST SOUTHWEST COMMUNITY FUND | Description1Txt |
| Expenses1 | $1,000,000 | Expenses1Amt |
| Description2 | CHAI DEBT CAPITAL, LLC 2ND DRAW | Description2Txt |
| Expenses2 | $125,000 | Expenses2Amt |
| Total | $1,125,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $363,471,171 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,752,302 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $376,223,473 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $376,223,473 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,643,352 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $370,580,121 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,529,006 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,529,006 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $205,657 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $205,657 | TotalTaxAmt |
| Distributable Before Adj | $18,323,349 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $28,816 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,352,165 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $18,352,165 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,554,331 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $1,125,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $16,679,331 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,352,165 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $9,315,446 | UndistributedIncomePYAmt |
| Qualifying Distributions | $16,679,331 | QualifyingDistributionsAmt |
| Applied To Year1 | $9,315,446 | AppliedToYear1Amt |
| Applied To Current Year | $7,363,885 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $10,988,280 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BOETTCHER FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 LARIMER ST SUITE 1400 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3035341937 | RecipientPhoneNum |
| Recipient Email Address | INFO@BOETTCHERFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | INFORMATION IS AVAILABLE AT WWW.BOETTCHERFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | INFORMATION IS AVAILABLE AT WWW.BOETTCHERFOUNDATION.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE BOETTCHER FOUNDATION BELIEVES IN THE PROMISE OF COLORADO AND THE POTENTIAL OF COLORADANS. WE INVEST IN PEOPLE, PROGRAMS, AND ORGANIZATIONS ACROSS THE STATE TO CREATE A FOUNDATION FOR COMMUNITY BUILDING AND TRANSFORMATIONAL IMPACT. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHMENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHMENT | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | SEE ATTACHMENT | GrantOrContributionPurposeTxt |
| Amt | $10,082,492 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,082,492 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHMENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHMENT | AddressLine1Txt |
| City | SEE ATTACHMENT | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | SEE ATTACHMENT | GrantOrContributionPurposeTxt |
| Amt | $1,052,729 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,052,729 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,795,026 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $55,784 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,568,973 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $166,108 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,075,746 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASSTHROUGHS (PARTNERSHIPS) | Desc |
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $221,892 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,439,745 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,661,637 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| GRADY LORI DURHAM | ||||||
| 1 | 7 POLO CLUB DRIVE | DENVER | CO | 80209 | $240,000 | Yes (X) |
| BOETTCHER SCHOLARS FUND | ||||||
| 2 | 600 17TH STREET SUITE 2210 SOUTH | DENVER | CO | 80202 | $110,000 | Yes (X) |
| TODD DUCOMMUN | ||||||
| 3 | PO BOX 461 | MONUMENT | CO | 80132 | $6,995 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KUNDINGER, CORDER & MONTOYA P.C. | CategoryTxt |
| Amt | $42,250 | Amt |
| Net Investment Income | $10,563 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $31,687 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PIMCO TOTAL RETURN INSTITUTIONAL | $19,283,443 | $19,841,578 |
| OAKTREE GLOBAL CREDIT | $9,835,002 | $11,166,501 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FARALLON EQUITY PARTNERS | $7,671,166 | $20,437,718 |
| GMO QUALITY FUND | $15,474,248 | $21,045,687 |
| WHALE ROCK LONG OPPORTUNITIES FUND | $4,000,000 | $18,653,233 |
| DURABLE CAPITAL PARTNERS | $12,500,000 | $22,671,685 |
| WELLINGTON MICRO CAP | ||
| DODGE & COX INTERNATIONAL | $12,932,784 | $20,626,496 |
| WELLINGTON INTERNATIONAL GROWTH | $16,434,530 | $19,132,216 |
| GQG PARTNERS INTERNATIONAL EQUITY | $15,317,425 | $17,475,736 |
| SSGA S&P 500 EQUAL WEIGHTED INDEX | $7,906,765 | $6,852,432 |
| VANGUARD S&P 500 EQUAL WEIGHTED INDE | $15,189,712 | $18,311,089 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (62 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MARSHALL WACE | AT COST | $5,836,442 | $12,608,058 |
| RA CAPITAL HEALTHCARE INT'L FUND | AT COST | $10,000,000 | $15,718,438 |
| STEADFAST INTERNATIONAL | AT COST | ||
| VIKING GLOBAL EQUITIES III | AT COST | $8,020,017 | $11,092,182 |
| AG ENERGY CREDIT OPPORTUNITIES | AT COST | $28,428 | |
| BLACKSTONE ICAPITAL-BREP IX | AT COST | $2,070,446 | $2,815,444 |
| BLACKSTONE BREP X | AT COST | $1,510,470 | $1,817,072 |
| EIG ENERGY FUND XIV-A | AT COST | ||
| EIG ENERGY FUND XV-A | AT COST | $259,307 | $32,702 |
| EIG ENERGY FUND XVI | AT COST | $926,934 | $952,010 |
| ANCHORAGE ILLIQUID OPPORTUNITIES OS | AT COST | $1,071,325 | $1,489,142 |
| ANCHORAGE CREDIT OPP OS VIII (B) | AT COST | $4,525,012 | $5,153,317 |
| ANCHORAGE CREDIT OPP ONS IX (TE) | AT COST | $1,304,816 | $1,320,311 |
| NATURAL GAS PARTNERS XI | AT COST | $211,402 | $115,893 |
| NATURAL GAS PARTNERS X | AT COST | $676,520 | $544,362 |
| NATURAL GAS PARTNERS XII | AT COST | $2,007,060 | $2,858,734 |
| JUNTO OFFSHORE FUND LTD | AT COST | $8,078,376 | $10,755,753 |
| ARBOUR LANE COF II(B) | AT COST | $1,359,611 | $1,630,432 |
| ARBOUR LANE COF III(B) | AT COST | $3,592,937 | $3,490,691 |
| ARBOUR LAE COV IV(B) | AT COST | $1,412,466 | $1,318,243 |
| CANYON DISTRESSED III | AT COST | $784,381 | $1,937,191 |
| CLAYTON DUBILIER RICE VIII | AT COST | $147,610 | $6,680 |
| CLAYTON DUBILIER RICE IX | AT COST | $498,755 | $1,199,585 |
| CLAYTON DUBILIER RICE X | AT COST | $2,863,045 | $3,935,018 |
| COINVEST FUND ONE, LP | AT COST | $136,706 | $100,189 |
| COLORADO IMPACT FUND | AT COST | $326,559 | $305,864 |
| COMMONFUND CAPITAL PARTNERS III | AT COST | $118,815 | $118,739 |
| COMMONFUND ENDOWMENT VENTURES V | AT COST | ||
| CU HEALTHCARE INNOVATION FUND | AT COST | $359,915 | $403,964 |
| DURABLE CAPITAL OPP OS FUND | AT COST | $2,367,329 | $2,593,487 |
| FARALLON SPECIAL SITUATIONS FUND II | AT COST | $1,391,547 | $2,132,624 |
| FARALLON SPECIAL SITUATIONS FUND III | AT COST | $1,002,560 | $1,070,166 |
| GCP STRATEGIC PARTNERS INT FUND | AT COST | $1,643,439 | $1,834,574 |
| INNOSPHERE VENTURES FUND II | AT COST | $146,016 | $143,220 |
| INSOLVE GLOBAL CREDIT FEEDER FUND IV | AT COST | $799,536 | $1,413,571 |
| INSOLVE GLOBAL CREDIT FEEDER FUND V | AT COST | $3,046,505 | $3,315,507 |
| KINDERHOOK CAPITAL FUND VII-B | AT COST | $3,043,215 | $4,768,075 |
| KINDERHOOK CAPITAL FUND VIII | AT COST | $564,341 | $918,639 |
| LEGACY VENTURE VIII | AT COST | $3,811,806 | $9,868,448 |
| LEGACY VENTURE IX | AT COST | $2,605,105 | $4,908,464 |
| LEGACY VENTURE X | AT COST | $2,297,456 | $3,191,900 |
| LEGACY VENTURE XII | AT COST | $720,000 | $717,392 |
| LEXINGTON LMMI OFFSHORE IV | AT COST | $2,170,218 | $3,876,427 |
| MAINSAIL PARTNERS VI LP | AT COST | $3,174,149 | $3,972,174 |
| MAINSAIL PARTNERS VII LP | AT COST | $647,678 | $526,108 |
| MHR INSTITUTIONAL PARTNERS II | AT COST | $624,139 | $900,006 |
| MHR INSTITUTIONAL PARTNERS III | AT COST | $361,566 | $592,204 |
| MHR INSTITUTIONAL PARTNERS IV | AT COST | $2,339,548 | $3,225,617 |
| PAINE SCHWARTZ FOOD CHAIN FUND V B | AT COST | $2,659,772 | $4,991,349 |
| PLATTE RIVER VENTURES III-B | AT COST | $1,310,191 | $998,654 |
| PLATTE RIVER VENTURES IV | AT COST | $3,364,802 | $5,128,003 |
| SAGEVIEW CAPITAL PARTNERS II | AT COST | $3,222,041 | $5,579,798 |
| SAGEVIEW CAPITAL PARTNERS III | AT COST | $2,556,412 | $3,091,247 |
| STEPSTONE SECONDARIES FUND V | AT COST | $3,277,404 | $4,388,790 |
| STEPSTONE SECONDARIES FUND VI | AT COST | $2,101,545 | $2,927,727 |
| TIFF PARTNERS V - US | AT COST | $77,131 | $33,278 |
| TIFF PEP 2007 | AT COST | $230,747 | $814,168 |
| VITRUVIAN IV | AT COST | $2,641,973 | $3,955,627 |
| VITRUVIAN V | AT COST | $1,237,875 | $1,464,787 |
| DAVIDSON KEMPNER | AT COST | ||
| FARALLON CAPITAL INSTITUTIONAL PARTN | AT COST | $11,034,196 | $13,141,745 |
| SILVER POINT | AT COST | $12,753,961 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| SECTOR LAW PLLC | $22,000 | $22,000 |
| CAPLAN AND EARNEST, LLC | $2,124 | $2,124 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RELATED INVESTMENTS | Desc |
| BOY Book Value | $2,246,667 | BOYBookValueAmt |
| EOY Book Value | $3,371,667 | EOYBookValueAmt |
| EOYFMV | $3,371,667 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| SCHOLARSHIP PROGRAM | $595,837 | $595,837 | |
| STRATEGIC INITIATIVES | $399,426 | $399,426 | |
| MISC CHARITABLE RELATED | $197,685 | $197,685 | |
| FURNITURE AND EQUIPMENT | $8,841 | $8,399 | $442 |
| COMPUTER CONSULTING/EXPENSES | $122,377 | $116,258 | $6,119 |
| WEBB-WARING BIOMED RESEARCH | $31,259 | $31,259 | |
| EDUCATION AND TRAINING | $105,240 | $99,978 | $5,262 |
| RETIREMENT PLAN ADMINISTRATIO | $27,168 | $25,810 | $1,358 |
| BUSINESS INSURANCE | $38,376 | $36,457 | $1,919 |
| EQUIP LEASES AND MAINTENANCE | $10,611 | $10,080 | $531 |
| FUNDRAISING EXPENSES | $38,378 | $38,378 | |
| MEMBERSHIPS | $32,156 | $25,725 | $6,431 |
| PAYROLL SERVICE | $5,806 | $5,516 | $290 |
| OFFICE SUPPLIES | $4,125 | $3,920 | $207 |
| POSTAGE | $3,789 | $3,600 | $189 |
| BANK FEES | $316 | $300 | $16 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PASS THROUGHS (PARTNERSHIPS) | $2,507,520 | $2,507,520 |
| PARTNERSHIP UBTI | $55,784 | |
| OTHER INV INCOME | $61,453 | $61,453 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (10 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MONTICELLO ASSOCIATES | $300,000 | $200,000 | |
| WELLINGTON TRUST (INT'L EQUITY) | $84,779 | $84,779 | |
| NORTHERN TRUST | $76,682 | $76,682 | |
| STATE STREET GLOBAL ADVISORS | $5,318 | $5,318 | |
| KAIROS ADVISORY | $91,450 | $91,450 | |
| EFFECTX | $68,625 | $68,625 | |
| WHITE RIVER STRATEGY | $113,500 | $113,500 | |
| CLIC DESIGN STUDIO | $89,904 | $89,904 | |
| INTEGRIS | $51,622 | $51,622 | |
| SPUTNIK MOMENT | $60,500 | $60,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES AND INCOME TAXES | CategoryTxt |
| Amt | $1,240,360 | Amt |
Comments