Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2012
Open to Public Inspection
For calendar year 2012, or tax year beginning 07-01-2012 , and ending 06-30-2013
Name of foundation
Bonfils-Stanton Foundation
 

Number and street (or P.O. box number if mail is not delivered to street address)1601 Arapahoe Street No 500   Room/suite
City or town, state, and ZIP code
Denver, CO80202
A Employer identification number

84-6029014
B Telephone number (see instructions)

(303) 825-3774
C bullet
G Check all that apply:

D 1. bullet
2. bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$77,475,043J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 841,191 841,191  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,597,483
b Gross sales price for all assets on line 6a 13,113,074
7 Capital gain net income (from Part IV, line 2)... 1,597,483
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 2,438,674 2,438,674  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 382,540 29,883   352,657
14 Other employee salaries and wages...... 57,000 2,280   54,720
15 Pension plans, employee benefits....... 99,083 12,600   86,483
16a Legal fees (attach schedule)......... Click to see attachment 11,544 0   11,544
b Accounting fees (attach schedule)....... Click to see attachment 18,000 3,600   14,400
c Other professional fees (attach schedule).... Click to see attachment 170,323 115,785   54,538
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 47,474 9   208
19 Depreciation (attach schedule) and depletion... 46,643 0  
20 Occupancy.............. 20,529 1,513   19,016
21 Travel, conferences, and meetings....... 18,227 1,087   17,140
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 182,449 4,788   177,661
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,053,812 171,545   788,367
25 Contributions, gifts, grants paid........ 3,313,707 3,328,560
26 Total expenses and disbursements. Add lines 24 and 25 4,367,519 171,545   4,116,927
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,928,845
b Net investment income (if negative, enter -0-) 2,267,129
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2012)
Form 990-PF (2012)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 200 200 200
2 Savings and temporary cash investments.......... 1,541,585 903,577 903,577
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 43,321 Click to see attachment43,321 84,504
b Investments—corporate stock (attach schedule)........ 14,970,323 Click to see attachment14,451,213 17,344,166
c Investments—corporate bonds (attach schedule)........ 3,876,624 Click to see attachment5,261,489 5,219,615
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 41,962,265 Click to see attachment39,852,316 52,893,949
14 Land, buildings, and equipment: basis bullet1,201,627
Less: accumulated depreciation (attach schedule) bullet390,331 857,940 Click to see attachment811,296 811,296
15 Other assets (describe bullet) Click to see attachment180,029 Click to see attachment217,736 Click to see attachment217,736
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 63,432,287 61,541,148 77,475,043
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment158,289 Click to see attachment195,995
23 Total liabilities (add lines 17 through 22).......... 158,289 195,995
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 63,273,998 61,345,153
30 Total net assets or fund balances (see page 17 of the
instructions).................... 63,273,998 61,345,153
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 63,432,287 61,541,148
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 63,273,998
2 Enter amount from Part I, line 27a..................... 2 -1,928,845
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 61,345,153
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 61,345,153
Form 990-PF (2012)
Form 990-PF (2012)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a Legg Mason P    
b Longleaf Partners Fund P    
c Vanguard P    
d Wellington Trust Fund P    
e Capital Guardian P    
Daruma Ginkgo Fund P    
Davidson Kempner Capital P    
Highclere P    
Longleaf Partners Fund P    
Wellington Trust Fund P    
Pequot Endowment Fund P    
Pimco P    
Wells Fargo P    
Common Wealth Bonds P    
Home Loan Mortgage Corp P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 5,050,000   4,936,283 113,717
b 250,000   176,588 73,412
c 1,000,000   767,550 232,450
d 6,800,000   6,405,839 394,161
e       -17,097
      484
      244,581
      6,404
      103,825
      584,311
      -140,638
      1,524
      998
13,000   13,648 -648
74   75 -1
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       113,717
b       73,412
c       232,450
d       394,161
e       -17,097
      484
      244,581
      6,404
      103,825
      584,311
      -140,638
      1,524
      998
      -648
      -1
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,597,483
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2011 2,886,314 70,933,750 0.040690
2010 3,414,422 72,218,660 0.047279
2009 3,542,263 66,942,910 0.052915
2008 3,928,802 62,113,032 0.063252
2007 4,410,681 84,359,170 0.052285
2 Total of line 1, column (d) ...................... 2 0.256421
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.051284
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 74,295,847
5 Multiply line 4 by line 3....................... 5 3,810,188
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 22,671
7 Add lines 5 and 6......................... 7 3,832,859
8 Enter qualifying distributions from Part XII, line 4.............. 8 4,116,927
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2012)
Form 990-PF (2012)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 22,671
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 22,671
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 22,671
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a 43,345
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 43,345
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 20,674
11 Enter the amount of line 10 to be: Credited to 2013 estimated taxBullet20,674 Refunded Bullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCO
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)?
    If “Yes,” complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletbonfils-stanton.org
    14
    The books are in care ofbulletAnn Hovland Telephone no.bullet (303) 825-3774
    Located atbullet1601 Arapahoe Street No 500DenverCO ZIP+4bullet80202
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2012, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2012?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2012, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2012?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If “Yes,” did it have excess business holdings in 2012 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2012.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2012?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
    No
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    Dorothy Horrell President
    40.00     		219,667 32,377 0
    1601 Arapahoe Street Ste 500
    Denver,CO80202
    Susan France retired 53013 Vice President of Programs
    32.00     		82,273 5,759 0
    1601 Arapahoe Street Ste 500
    Denver,CO80202
    Ann Hovland CFO/Treasurer/Secretary
    28.00     		75,600 5,292 0
    1601 Arapahoe Street Ste 500
    Denver,CO80202
    Landis Martin chairman
    2.00     		0 0 0
    1601 Arapahoe Street Ste 500
    Denver,CO80202
    John E Repine MD Trustee
    2.00     		1,250 0 0
    1601 Arapahoe Street Ste 500
    Denver,CO80202
    Harold R Logan Jr Trustee
    2.00     		1,250 0 0
    1601 Arapahoe Street Ste 500
    Denver,CO80202
    Mark G Falcone Trustee
    2.00     		1,250 0 0
    1601 Arapahoe Street Ste 500
    Denver,CO80202
    Julanna V Gilbert Phd Trustee
    2.00     		1,250 0 0
    1601 Arapahoe Street Ste 500
    Denver,CO80202
    Denise M O'Leary Trustee
    2.00     		0 0 0
    1601 Arapahoe Street Ste 500
    Denver,CO80202
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    Monique M Loseke Executive Assistant
    40.00     		57,000 3,990 0
    1601 Arapahoe St Ste 500
    Denver,CO80202
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    Monticello Associates Asset Management 75,000
    1800 Larimer Street Suite 2100
    Denver,CO80202
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 N/A 0
    2  
    3  
    4  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A 0
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    74,600,561
    b
    Average of monthly cash balances.......................
    1b
    826,695
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    75,427,256
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    75,427,256
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,131,409
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    74,295,847
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,714,792
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    3,714,792
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    22,671
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    22,671
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,692,121
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    14,853
    5
    Add lines 3 and 4............................
    5
    3,706,974
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    3,706,974
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    4,116,927
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    4,116,927
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    22,671
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    4,094,256
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2011     		(c)
    2011     		(d)
    2012
    1 Distributable amount for 2012 from Part XI, line 7 3,706,974
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2012:
    a From 2007.......  
    b From 2008....... 761,943
    c From 2009....... 196,490
    d From 2010....... 129,076
    e From 2011.......  
    fTotal of lines 3a through e......... 1,087,509
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 4,116,927
    a Applied to 2011, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2012 distributable amount..... 3,706,974
    e Remaining amount distributed out of corpus 409,953
    5 Excess distributions carryover applied to 2012. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,497,462
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2012. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2013 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......     		1,497,462
    10 Analysis of line 9:
    a Excess from 2008.... 761,943
    b Excess from 2009.... 196,490
    c Excess from 2010.... 129,076
    d Excess from 2011....  
    e Excess from 2012.... 409,953
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2012, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2012 (b) 2011 (c) 2010 (d) 2009
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail of the person to whom applications should be addressed:
    President
    1601 Arapahoe Street Suite 500
    Denver,CO80202
    (303) 825-3774
    bThe form in which applications should be submitted and information and materials they should include:
    Organizations seeking grants are requested to call the Foundation to discuss the potential funding requests before submitting a proposal. The Foundation accepts the Colorado Common Grant Application. Organizations are allowed to submit only one proposal in a calendar year.
    cAny submission deadlines:
    Last business day of the following months: January, April, July, and October.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Foundation resources are invested in organizations contributing to Denver's art and cultural community through three grant-making strategies: unrestricted operating support to arts organizations committed to excellence, innovation, and sustainability; capacity building grants for areas such as leadership, governance, management systems, strategic planning, and evaluation; grants for capital projects for organizations with which the Foundation has an established relationship and for which 75% of the campaign goal has been achieved.
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Allied Arts
    415 Monaco Parkway
    Denver,CO802206015     		  public Charity to provide financial aid to young artists 5,000
    Artreach
    3400 W 38th Avenue Suite 200
    Denver,CO80211     		  public Charity general operating support and strategic planning efforts 10,000
    Aspen Santa Fe Ballet
    245 sage way
    Aspen,CO816112516     		  public Charity livingston fellowship to support advanced professional development 10,000
    Ballet Nouveau Colorado dba Wonderbound
    1075 Park Avenue West
    Denver,CO80205     		  public Charity for transition and start-up costs to form and launch Wonderbound 75,000
    Big Brothers Big Sisters of Colorado Inc
    1391 N Speer Blvd Ste 450
    Denver,CO80204     		  Public Charity for general operating support 20,000
    Buntport Theater Company
    717 Lipan
    Denver,CO80204     		  Public Charity general operating support and to assist with an HVAC system purchase 30,000
    Central City Opera House Association
    400 South Colorado Boulevard Suite
    530
    Denver,CO80246     		  Public Charity for general operating support 75,000
    The Children's Museum of Denver
    2121 Childrens Museum Drive
    Denver,CO80211     		  Public Charity for general operating support 20,000
    Clyfford Still Museum
    1250 Bannock Street
    Denver,CO80204     		  Public Charity to support activities related to the establishment of the Museum 300,000
    Colorado Association of Funders
    600 South Cherry Street Suite 1200
    Denver,CO80246     		  Public Charity for general operating support 5,000
    Colorado Ballet
    1278 Lincoln Street
    Denver,CO80203     		  Public Charity for general operating support 50,000
    Colorado Children's Chorale
    2420 West 26th Avenue Suite 350-D
    Denver,CO80211     		  Public Charity for general operating support 40,000
    Colorado Nonprofit Association
    789 Sherman Street Suite 240
    Denver,CO80203     		  Public Charity to strengthen the leadership capacity of Colorado's nonprofit sector 25,000
    Colorado Springs Conservatory
    415 South Sahwatch Street
    Colorado Springs,CO80903     		  Public Charity for the summer cooperative study program with Central City Opera 10,000
    Community Foundation Serving Greeley & Weld Cty
    711 8th Avenue
    Greeley,CO80631     		  Public Charity contribution in memory of Jil Rosentrater 500
    Curious Theatre Company
    1080 Acoma Street
    Denver,CO80204     		  Public Charity general operating support 40,000
    Denver Botanic Gardens
    909 York Street
    Denver,CO802063799     		  Public Charity to support the Flourish Campaign 300,000
    Denver Botanic Gardens
    909 York Street
    Denver,CO802063799     		  Public Charity to support the 2013 Bonfils-Stanton Lecture Series 50,000
    Denver Young Artists Orchestra
    1245 East Colfax Avenue Suite 302
    Denver,CO80218     		  Public Charity for general operating support 20,000
    Eleanor Roosevelt Institute for Cancer Research
    2101 East Wesley Avenue
    Denver,CO80208     		  Public Charity to support research in changes in purine metabolism 40,000
    Friends of Chamber Music
    191 University Blvd Suite 974
    Denver,CO802064613     		  Public Charity to support the 2012-2013 piano series 30,000
    Hunger Free Colorado
    7000 South Yosemite Street Suite
    170
    Centennial,CO80112     		  Public Charity Livingston Fellowship to support advanced professional development 10,000
    La Puente Home Inc
    Post Office Box 1235
    Alamosa,CO81101     		  Public Charity for essential human services and emergency food assistance 10,000
    LiveWell Colorado
    1490 Lafayette Street Suite 404
    Denver,CO80218     		  Public Charity Livingston Fellowship to support advanced professional development 10,000
    Mi Casa Resource Center
    360 Acoma Street
    Denver,CO80223     		  Public Charity for general operating support 5,000
    Museo de las Americas
    861 Santa Fe Drive
    Denver,CO802044344     		  Public Charity for general operating support 20,000
    Museum of Contemporary ArtDenver
    1485 Delgany
    Denver,CO80202     		  Public Charity Catalyst grant to support the Director's Vision Campaign 200,000
    National Repertory Orchestra
    Post Office Box 6336
    Breckenridge,CO80424     		  Public Charity for general operating support 5,000
    Opera Colorado
    695 South Colorado Boulevard Suite
    20
    Denver,CO802468010     		  Public Charity for general operating support 50,000
    PHAMALy
    PO Box 44216
    Denver,CO802014216     		  Public Charity to support a three-dimensional patron engagement model 10,000
    Rocky Mountain MicroFinance Institute
    PO Box 48138
    Denver,CO80204     		  Public Charity Livingston Fellowship to support advanced professional development 10,000
    Rocky Mountain Public Broadcasting Network Inc
    1089 Bannock Street
    Denver,CO80204     		  Public Charity to help produce the Arts District series 25,000
    Samaritan House
    2301 Lawrence Street
    Denver,CO802052126     		  Public Charity for the Family Services program 10,000
    St Martin's Chamber Choir
    2015 Glenarm Place
    Denver,CO802053121     		  Public Charity to support the 2012-13 season and educational outreach 15,000
    Su Teatro
    721 Santa Fe Drive
    Denver,CO80204     		  Public Charity innovation grant to increase artistic capacity through a two-year artist in residency initiative 30,000
    Su Teatro
    721 Santa Fe Drive
    Denver,CO80204     		  Public Charity for general operating support 25,000
    University of Colorado Foundation
    4740 Walnut Street
    Boulder,CO80301     		  Public Charity in honor of 2013 annual award recipient Tim Gill 35,000
    University of Colorado Foundation
    4740 Walnut Street
    Boulder,CO80301     		  Public Charity in honor of 2013 annual award recipient Leslie A. Leinwand, Ph.D. 35,000
    University of Denver
    2190 South High Street
    Denver,CO80208     		  Public Charity to support the Institute for Leaders in Development at University College 10,000
    Warren Village
    1323 Gilpin Street
    Denver,CO802182552     		  Public Charity for general operating support 25,000
    Warren Village
    1323 Gilpin Street
    Denver,CO802182552     		  Public Charity Livingston Fellowship to support advanced professional development 10,000
    Women's Bean Project
    3201 Curtis Street
    Denver,CO802052754     		  Public Charity to support the transitional employment program 15,000
    University of Colorado Foundation
    4740 Walnut Street
    Boulder,CO80301     		  Public Charity for the investigation of long-lived rat model project 100,000
    Aspen Music Festival
    225 Music School Road
    Aspen,CO81611     		  Public Charity In memory of Gordon Hardy 500
    Aspen Writers' Foundation
    110 East Hallam Street
    Aspen,CO81611     		  Public Charity Livingston Fellowship to support advanced professional development 8,060
    Augustana Arts
    5000 E Alameda Avenue
    Denver,CO80246     		  Public Charity Musica Sacra Chamber Orchestra's collaboration with Denver Art Museum 25,000
    Ballet Nouveau Colorado dba Wonderbound
    1075 Park Avenue West
    Denver,CO80205     		  Public Charity general operating support 20,000
    Ballet Nouveau Colorado dba Wonderbound
    1075 Park Avenue West
    Denver,CO80205     		  Public Charity In honor of Susan France upon her retirement 20,000
    Baroque Chamber Orchestra of Colorado
    PO Box 200098
    Denver,CO80220     		  Public Charity general operating funds to support artistic innovation 15,000
    Citizens for Arts to Zoo
    c/o 519 S Ogden Street
    Denver,CO80209     		  501(c)(4) to support a regional cultural survey 10,000
    City Park Jazz Inc
    PO Box 18384
    Denver,CO80218     		  Public Charity to build organizational capacity through board development 10,000
    The Civic Canopy
    3532 Franklin Street Suite G
    Denver,CO80205     		  Public Charity Livingston Fellowship to support advanced professional development 12,500
    Cleo Parker Robinson Dance Theatre
    119 Park Avenue West
    Denver,CO80205     		  Public Charity for general operating support 15,000
    Colorado Latino Leadership Advocacy and Research Organization
    309 West First Avenue
    Denver,CO80223     		  Public Charity Livingston Fellowship to support advanced professional development 12,500
    Colorado Public Radio
    7409 South Alton Court
    Centennial,CO80112     		  Public Charity to establish an Arts News Bureau to provide arts news, criticism and information 300,000
    Colorado Symphony Association
    Boettcher Concert Hall 1000 14th
    Street 15
    Denver,CO80202     		  Public Charity for general operating support 100,000
    The Denver Art Museum
    100 West 14th Avenue Parkway
    Denver,CO80204     		  Public Charity to support the strategic planning phase of Master Plan North 2021 500,000
    Denver Biennial of the Americas
    1515 Wynkoop Suite 200
    Denver,CO80202     		  Public Charity for general operating support 250,000
    The Downtown Denver Partnership Inc
    511 Sixteenth Street Suite 200
    Denver,CO80202     		  Public Charity to support Confluence Denver an online news magazine 12,000
    EmcArts
    127 West 122nd Street
    New York,NY10027     		  Public Charity to support the Arts Innovation Summit 100,000
    Habitat for Humanity of Metro Denver
    3245 Eliot Street
    Denver,CO80211     		  Public Charity Livingston Fellowship to support advanced professional development 12,500
    History Colorado
    1200 Broadway
    Denver,CO80203     		  Public Charity to support the Make History Colorado! campaign 15,000
    Pelham G Pearce Jr
    11705 W 24th Place Circle
    Lakewood,CO80215     		  Individual 2013 Annual Award Recipient 35,000
    Redline
    2350 Arapahoe Street
    Denver,CO80205     		  Public Charity Livingston Fellowship to support advanced professional development 12,500
    Scientific and Cultural Facilities District
    899 Logan Street Suite 500
    Denver,CO80203     		  Public Charity to support community activities related to the stakeholder engagement process 10,000
    Teach for America - Colorado
    1391 Speer Boulevard Suite 710
    Denver,CO80204     		  Public Charity Livingston Fellowship to support advanced professional development 12,500
    Total .................................bullet 3a 3,328,560
    bApproved for future payment
    Ballet Nouveau Colorado dba Wonderbound
    1075 Park Avenue West
    Denver,CO80205     		  Public Charity Livingston Fellowship to support advanced professional development 10,000
    The Civic Canopy
    3532 Franklin Street Suite G
    Denver,CO80205     		  Public Charity Livingston Fellowship to support advanced professional development 12,500
    Colorado Latino Leadership Advocacy and Research Organization
    309 West First Avenue
    Denver,CO80223     		  Public Charity Livingston Fellowship to support advanced professional development 12,500
    Habitat for Humanity of Metro Denver
    3245 Eliot Street
    Denver,CO80211     		  Public Charity Livingston Fellowship to support advanced professional development 12,500
    Redline
    2350 Arapahoe Street
    Denver,CO80205     		  Public Charity Livingston Fellowship to support advanced professional development 12,500
    Teach for America - Colorado
    1391 Speer Boulevard Suite 710
    Denver,CO80204     		  Public Charity Livingston Fellowship to support advanced professional development 12,500
    Total .................................bullet 3b 72,500
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....     14 841,191  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 1,597,483  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 2,438,674 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    132,438,674
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2012)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2012 AccountingFeesSchedule
    Name:
    Bonfils-Stanton Foundation
    EIN: 84-6029014
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Kundinger, Corder & Engle, P.C. 18,000 3,600   14,400

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2012 ExpenditureResponsibilityStmt
    Name:
    Bonfils-Stanton Foundation
    EIN: 84-6029014
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    Citizens for Arts to Zoo
          		c/o 519 S Ogden Street
    Denver,CO80209     		2013-01-14 10,000 To support a regional cultural survey related to the purpose, membership, operation, and benefits of the Scientific and Cultural Facilities District 8,000 To the knowledge of the grantor, no funds have been diverted Interim report due August 2, 2013 and final report due December 31, 2013 2013-08-02  

    TY 2012 InvestmentsCorpBondsSchedule
    Name:
    Bonfils-Stanton Foundation
    EIN: 84-6029014
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Wells Fargo #2 Fund 111,358 123,050
    LeggMason Institutional Fund 4,625,478 4,573,651
    PIMCO Short-Term Institutional Fund 524,653 522,914

    TY 2012 InvestmentsCorpStockSchedule
    Name:
    Bonfils-Stanton Foundation
    EIN: 84-6029014
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Dodge & Cox International Fund 6,124,698 6,369,490
    Longleaf Small Cap Fund 1,144,157 1,588,331
    Vangard Dividend Growth Fund 7,182,358 9,386,345

    TY 2012 InvestmentsGovtObligationsSch
    Name:
    Bonfils-Stanton Foundation
    EIN: 84-6029014
    US Government Securities - End of Year Book Value:

    43,321
    US Government Securities - End of Year Fair Market Value:

    84,504
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2012 InvestmentsOtherSchedule2
    Name:
    Bonfils-Stanton Foundation
    EIN: 84-6029014
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Addison Clark Offshore Fund AT COST 2,000,000 2,622,731
    Capital Guardian Emerging markets AT COST 4,140,557 3,960,920
    CamCap Resources Offshore Fund AT COST 2,500,000 2,106,483
    Chilton International Fund AT COST 1,859,358 3,659,207
    Convexity Capital Offshore LP AT COST 2,918,257 7,551,005
    Davidson Kempner Capital Management, LLC AT COST 4,635,917 5,082,928
    Highclere International Investors AT COST 1,122,199 1,376,592
    Indus Asia Pacific Fund AT COST 2,000,000 2,198,408
    Maverick Fund AT COST 3,500,000 3,862,083
    Newport Asia Institutional Fund AT COST 2,882,532 3,840,544
    OchZiff Overseas Fund AT COST 1,815,389 4,666,484
    Wellington Trust Fund AT COST 3,527,056 3,528,893
    Spinnaker Global Emerging Markets Fund AT COST 3,000,000 3,222,600
    Daruma Gingko Fund AT COST 1,551,051 2,482,119
    Canyon Value Realization Fund AT COST 2,000,000 2,361,790
    Spinnaker GSS Holdings AT COST 400,000 371,162

    TY 2012 LandEtcSchedule2
    Name:
    Bonfils-Stanton Foundation
    EIN: 84-6029014
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Office condos 955,756 209,254 746,502 746,502
    Furniture and equipment 219,620 156,626 62,994 62,994
    Computer equipment 26,251 24,451 1,800 1,800


    TY 2012 LegalFeesSchedule
    Name:
    Bonfils-Stanton Foundation
    EIN: 84-6029014
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Casey & Klene, P.C. 11,544 0   11,544


    TY 2012 OtherAssetsSchedule
    Name:
    Bonfils-Stanton Foundation
    EIN: 84-6029014
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Fine art and deposits 21,590 21,591 21,591
    Property development costs 150 150 150
    Defferred compensation fund 158,289 195,995 195,995


    TY 2012 OtherExpensesSchedule
    Name:
    Bonfils-Stanton Foundation
    EIN: 84-6029014
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Assessments and dues 29,145 1,749   27,396
    Trustee expense 899 0   899
    Awards luncheon 40,841 0   40,841
    Maintenance and repairs 7,305 438   6,867
    Insurance 9,819 809   9,010
    Livingston Fellows expenses 56,726 0   56,726
    Office expense and misc. 21,298 1,792   19,506
    New Initiative 11,577 0   11,577
    President transition 4,839 0   4,839


    TY 2012 OtherLiabilitiesSchedule
    Name:
    Bonfils-Stanton Foundation
    EIN: 84-6029014
    Description Beginning of Year - Book Value End of Year - Book Value
    Deferred compensation fund 158,289 195,995


    TY 2012 OtherProfessionalFeesSchedule
    Name:
    Bonfils-Stanton Foundation
    EIN: 84-6029014
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Wellington Trust Fund 37,785 37,785   0
    Wells Fargo Bank 3,000 3,000   0
    Monticello and Associates 75,000 75,000   0
    Microedge, Inc. 5,693 0   5,693
    TSP1, LLC 3,241 0   3,241
    Vermillion, Inc. 2,813 0   2,813
    Gina Ferrari-contract grant officer 4,100 0   4,100
    Decatur & Company 35,000 0   35,000
    Fitzgerald Peterson 3,500 0   3,500
    Jumpline.com 191 0   191


    TY 2012 TaxesSchedule
    Name:
    Bonfils-Stanton Foundation
    EIN: 84-6029014
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Real estate taxes-offices 150 9   141
    Excise tax 47,257 0   0
    Personal property tax 67 0   67