Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 01-01-2019 , and ending 12-31-2019
Name of foundation
GENESEE MOUNTAIN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)100 SAINT PAUL STREET NO 700
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DENVER, CO80206
A Employer identification number

84-0762733
B Telephone number (see instructions)

(303) 204-7106
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$15,108,615J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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... 322,911 322,911  
5a Gross rents............      
b Net rental income or (loss) -59,349
6a Net gain or (loss) from sale of assets not on line 10 479,490
b Gross sales price for all assets on line 6a 3,626,726
7 Capital gain net income (from Part IV, line 2)... 479,490
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........ 802,401 802,401  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 8,396 8,396   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,698 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 7,123 0   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 372,083 110,737   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 394,300 119,133   0
25 Contributions, gifts, grants paid....... 706,225 706,225
26 Total expenses and disbursements. Add lines 24 and 25 1,100,525 119,133   706,225
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -298,124
b Net investment income (if negative, enter -0-) 683,268
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
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............. 511,371 373,413 373,413
2 Savings and temporary cash investments.........      
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 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.......... 11,775 19,243 19,243
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,903,606 Click to see attachment3,941,321 6,136,626
c Investments—corporate bonds (attach schedule)....... 837,929 Click to see attachment726,872 731,681
11 Investments—land, buildings, and equipment: basis bullet937,789
Less: accumulated depreciation (attach schedule) bullet106,985 830,804 830,804 830,804
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 6,459,435 Click to see attachment6,809,204 7,016,848
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,554,920 12,700,857 15,108,615
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)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 13,078,441 13,078,441
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 476,479 -377,584
29 Total net assets or fund balances (see instructions)..... 13,554,920 12,700,857
30 Total liabilities and net assets/fund balances (see instructions). 13,554,920 12,700,857
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
13,554,920
2
Enter amount from Part I, line 27a .....................
2
-298,124
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
13,256,796
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
555,939
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,700,857
Form 990-PF (2019)
Form 990-PF (2019)
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 ALEXION PHARMA INC P    
b ADOBE INC P    
c AMERIPRISE FINL P    
d CDW CORP P    
e CENTENE CORP P    
CHARLES SCHWAB CORP P    
CINTAS CORP P    
CORTEVA INC P    
COSTAR GROUP INC P    
CVS HEALTH CORP P    
DOMINOS PIZZA INC P    
DOW INC P    
DUPONT DE NEMOURS INC P    
ECOLAB INC P    
EOG RESOURCES INC P    
GENPACT LIMITED P    
IAA INC P    
KAR AUCTION SERVICES P    
KEYSIGHT TECH INC P    
KLA CORP P    
KONTOOR BRANDS INC P    
LAM RESEARCH CORP P    
LIVENT CORP P    
L3HARRIS TECHNOLOGIES INC P    
MARRIOTT VACATIONS P    
MELLANOX TECHS LTD P    
PIONEER NATURAL RES P    
RAYTHEON CO P    
UNTIMATE SOFTWARE GP P    
US BANCORP P    
WALT DISNEY CO P    
XYLEM INC P    
ZOETIS INC P    
ALLERGAN PLC P    
ALLIANCE DATA SYSTEM P    
ALPHABET INC P    
AMERIPRISE FINL P    
AMAZON.COM INC P    
AMERN TOWER CORP P    
AMETEK INC P    
AMPHENOL CORP CLASS A P    
ANALOG DEVICES INC P    
ANSYS INC P    
APPLE INC P    
APTIV PLC P    
ASHLAND GLOBAL HOLDINGS P    
AUTO DATA PROCESSING P    
AUTODESK INC P    
AUTOZONE INC P    
BERRY GLOBAL GROUP P    
BLACKROCK INC P    
BOEING CO P    
BORG WARNER INC P    
BRIGHT HORIZON FAM P    
BROWN FORMAN CORP CLASS B P    
CAPITAL ONE FC P    
CARTERS INC P    
CHEVRON CORP P    
CENTENE CORP P    
CHURCH & DWIGHT CO P    
CIBC ATLAS INCM OPPTY FD P    
CIGNA CORP P    
CINAREX ENERGY CO P    
CISCO SYSTEMS INC P    
CITIGROUP INC P    
CITRIX SYSTEMS INC P    
COGNIZANT TECH SOLUTIONS CLASS A P    
COMCAST CORP CLASS A P    
COOPER COMPANIES P    
CONCHO RESOURCES INC P    
CORTEVA INC P    
CROWN HOLDINGS INC P    
CVS HEALTH CORP P    
DANAHER CORP P    
DOLLAR GENERAL CORP P    
DOLLAR TREE INC P    
DOW INC P    
DUPONT DE NEMOURS INC P    
EDWARDS LIFESCIENCES P    
ENCOMPASS HEALTH CORPORA P    
EPAM SYSTEMS INC P    
EQUINIX INC P    
EURONET WORLDWIDE P    
EXACT SCIENCES CORPORATE P    
EXPEDIA GROUP INC P    
FMC CORP P    
FEDERAL HOME LO 1.125 P    
FEDERAL HOME LOA 1.75 P    
FEDERAL NTNL MOR 1.75 P    
FHLB P    
FIDELITY NATL INFO P    
FISERV INC P    
FLEETCOR TECHNOLOGIES P    
FORTIVE CORP DISC P    
FREDDIE MAC P    
GLOBAL PAYMENTS INC P    
HCA HEALTHCARE P    
HD SUPPLY FLDGS INC P    
HEXCEL CORP P    
HOME DEPOT INC P    
HONEYWELL INTL INC P    
HUBBELL INC P    
HUMANA INC P    
IAA INC P    
IHS MARKET LTD P    
INTERCONTINENTAL EXC P    
IVA INTL FD CL P    
JP MORGAN CHASE & CO P    
JAZZ PHARMACEUTICAL P    
JOHN DEERE CAPITAL P    
JOHNSON & JOHNSON P    
JONES LANG LASALLE P    
KANSAS CITY SOUTHERN P    
KAR AUCTION SERVICES P    
KINDER MORGAN INC P    
KONTOOR BRANDS INC P    
LIGAND PHARMA P    
LINDE PLC P    
LIVENT CORP P    
LKQ CORP P    
MARRIOTT INTL INC P    
MASCO CORP P    
MEDTRONIC PLC P    
MERCK & CO INC P    
MFS INSTL INTL EQUITY P    
MICROCHIP TECHNOLOGY P    
MICROSOFT CORP P    
MOHAWK INDUSTRIES P    
MONSTER BEVERAGE CORP P    
MSCI INC P    
NEXTERA ENERGY INC P    
O REILLY AUTOMOTIVE P    
OCCIDENTAL PETROL CO P    
ORACLE CORP P    
PARKER-HANNIFIN CORP P    
PENTAIR PLC P    
PEPSICO INC P    
PRA HEALTH SERVICES P    
PRUDENTIAL FINL P    
PTC INC P    
QUALCOMM INC P    
RAYTHEON CO P    
REDHAT INC P    
REXNORD CORP P    
ROPER TECHNOLOGIES P    
ROSS STORES INC P    
SBA COMMUNICATIONS CLASS A P    
SKYWORKS SOLUTIONS P    
SPROUTS FARMERS MARK P    
STRYKER CORP P    
T-MOBILE US P    
TD AMERITRADE HLDGS P    
TE CONNECTIVITY LTD P    
TELEFLEX INCORPORATE P    
THERMO FISHER SCNTFC P    
TJX COMPANIES INC P    
TRACTOR SUPPLY COMP P    
TRANSUNION P    
TWEEDY BROWNE GLOBAL P    
US BANCORP P    
ULTA BEAUTY INC P    
UNION PACIFIC CORP P    
UNITED TECHNOLOGIES P    
UNITED HEALTH GRP INC P    
UNIVERSAL HLTH SVCS CLASS B P    
VERSUS CAP MULTI MNGR REAL ESTATE P    
VF CORP P    
VISA INC CLASS A P    
WELLS FARGO BANK NA P    
WESTERN ALLIANCE BNC P    
WEX INC P    
WORLDPAY INC P    
XILINX INC P    
CAPITAL GAINS DIVIDENDS 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 7,545   9,267 -1,722
b 10,055   4,882 5,173
c 5,329   5,381 -52
d 4,295   4,207 88
e 6,330   9,772 -3,442
10,313   11,807 -1,494
5,763   5,703 60
9   12 -3
7,012   4,170 2,842
34,140   43,748 -9,608
6,317   7,209 -892
19   23 -4
24   34 -10
6,783   5,024 1,759
7,455   10,645 -3,190
3,941   3,869 72
3,847   4,007 -160
2,831   2,854 -23
11,604   10,622 982
2,734   2,734 0
808   929 -121
11,058   9,493 1,565
2,226   3,895 -1,669
7,384   7,627 -243
5,160   4,556 604
10,782   9,894 888
11,839   13,600 -1,761
47,005   52,040 -5,035
9,629   7,543 2,086
16,889   16,959 -70
6,575   6,641 -66
7,275   7,379 -104
11,971   8,475 3,496
56,079   91,339 -35,260
17,571   21,679 -4,108
39,966   24,597 15,369
6,830   4,798 2,032
40,616   17,613 23,003
29,795   17,829 11,966
10,880   5,968 4,912
9,855   6,305 3,550
10,734   8,332 2,402
12,817   5,642 7,175
25,199   11,396 13,803
9,177   8,081 1,096
5,098   4,806 292
13,737   7,531 6,206
14,807   11,111 3,696
24,616   16,285 8,331
6,906   7,892 -986
12,527   13,212 -685
27,079   9,229 17,850
4,756   6,117 -1,361
7,374   3,890 3,484
9,554   5,835 3,719
38,877   30,593 8,284
7,851   7,777 74
10,698   11,633 -935
9,334   13,200 -3,866
14,075   9,950 4,125
29,985   25,925 4,060
13,791   15,121 -1,330
7,211   13,759 -6,548
16,244   11,155 5,089
15,316   15,083 233
4,357   3,038 1,319
27,770   26,613 1,157
14,356   10,281 4,075
7,113   5,711 1,402
3,806   7,372 -3,566
12,478   17,116 -4,638
9,893   7,889 2,004
19,911   35,369 -15,458
20,949   13,112 7,837
27,728   12,513 15,215
16,381   11,750 4,631
22,589   33,422 -10,833
4,037   6,749 -2,712
15,518   8,113 7,405
13,137   8,200 4,937
23,152   8,432 14,720
13,975   9,224 4,751
21,409   12,063 9,346
13,417   7,279 6,138
64,567   88,140 -23,573
9,877   5,494 4,383
50,000   49,782 218
50,000   50,000 0
50,000   50,000 0
50,000   50,000 0
74,557   55,592 18,965
78,012   44,224 33,788
11,671   6,452 5,219
56,774   45,834 10,940
50,000   50,000 0
18,886   8,879 10,007
8,783   5,267 3,516
7,741   7,083 658
9,024   6,108 2,916
16,163   9,112 7,051
18,759   16,681 2,078
10,553   8,837 1,716
8,454   5,338 3,116
3,190   2,534 656
11,121   5,897 5,224
47,398   37,710 9,688
99,985   113,598 -13,613
19,458   10,841 8,617
6,247   7,874 -1,627
50,000   50,000 0
14,828   14,828 0
5,692   4,671 1,021
8,651   6,001 2,650
2,278   1,984 294
19,660   21,554 -1,894
2,476   2,485 -9
5,503   5,452 51
13,144   10,951 2,193
7   5 2
12,021   16,304 -4,283
10,344   5,900 4,444
9,415   8,134 1,281
18,893   15,097 3,796
7,692   5,733 1,959
169,970   165,095 4,875
15,681   10,052 5,629
38,004   15,898 22,106
4,239   7,185 -2,946
18,890   17,416 1,474
8,616   3,182 5,434
28,823   18,979 9,844
10,759   7,529 3,230
27,181   54,751 -27,570
54,344   41,522 12,822
14,380   13,440 940
3,205   3,348 -143
14,372   11,204 3,168
9,568   7,831 1,737
72,371   61,646 10,725
11,113   8,183 2,930
14,830   12,423 2,407
6,567   6,611 -44
25,660   13,629 12,031
9,144   7,814 1,330
14,565   7,453 7,112
21,930   12,102 9,828
17,766   8,296 9,470
10,434   10,210 224
5,385   6,365 -980
9,481   5,088 4,393
14,726   10,511 4,215
15,022   10,579 4,443
19,417   13,382 6,035
11,254   8,857 2,397
12,438   6,709 5,729
12,825   8,204 4,621
6,995   6,132 863
11,417   6,061 5,356
199,985   207,142 -7,157
50,000   50,032 -32
4,712   4,880 -168
11,537   6,890 4,647
16,170   14,908 1,262
18,489   10,340 8,149
9,967   8,040 1,927
249,985   233,228 16,757
10,500   6,597 3,903
29,606   13,797 15,809
47,535   53,353 -5,818
5,778   6,403 -625
10,605   5,151 5,454
4,961     4,961
8,428   5,482 2,946
58,994     58,994
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       -1,722
b       5,173
c       -52
d       88
e       -3,442
      -1,494
      60
      -3
      2,842
      -9,608
      -892
      -4
      -10
      1,759
      -3,190
      72
      -160
      -23
      982
      0
      -121
      1,565
      -1,669
      -243
      604
      888
      -1,761
      -5,035
      2,086
      -70
      -66
      -104
      3,496
      -35,260
      -4,108
      15,369
      2,032
      23,003
      11,966
      4,912
      3,550
      2,402
      7,175
      13,803
      1,096
      292
      6,206
      3,696
      8,331
      -986
      -685
      17,850
      -1,361
      3,484
      3,719
      8,284
      74
      -935
      -3,866
      4,125
      4,060
      -1,330
      -6,548
      5,089
      233
      1,319
      1,157
      4,075
      1,402
      -3,566
      -4,638
      2,004
      -15,458
      7,837
      15,215
      4,631
      -10,833
      -2,712
      7,405
      4,937
      14,720
      4,751
      9,346
      6,138
      -23,573
      4,383
      218
      0
      0
      0
      18,965
      33,788
      5,219
      10,940
      0
      10,007
      3,516
      658
      2,916
      7,051
      2,078
      1,716
      3,116
      656
      5,224
      9,688
      -13,613
      8,617
      -1,627
      0
      0
      1,021
      2,650
      294
      -1,894
      -9
      51
      2,193
      2
      -4,283
      4,444
      1,281
      3,796
      1,959
      4,875
      5,629
      22,106
      -2,946
      1,474
      5,434
      9,844
      3,230
      -27,570
      12,822
      940
      -143
      3,168
      1,737
      10,725
      2,930
      2,407
      -44
      12,031
      1,330
      7,112
      9,828
      9,470
      224
      -980
      4,393
      4,215
      4,443
      6,035
      2,397
      5,729
      4,621
      863
      5,356
      -7,157
      -32
      -168
      4,647
      1,262
      8,149
      1,927
      16,757
      3,903
      15,809
      -5,818
      -625
      5,454
      4,961
      2,946
      58,994
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 2 479,490
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 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))
2018 648,316 14,216,281 0.045604
2017 204,466 13,883,600 0.014727
2016 163,400 14,124,025 0.011569
2015 1,454,165 14,870,967 0.097786
2014 1,046,459 14,534,210 0.072000
2
Total of line 1, column (d) .....................
2
0.241686
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.048337
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
14,156,175
5
Multiply line 4 by line 3......................
5
684,267
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
6,833
7
Add lines 5 and 6........................
7
691,100
8
Enter qualifying distributions from Part XII, line 4,.............
8
706,225
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 (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 6,833
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 6,833
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 6,833
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 5,560
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,560
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,273
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet   RefundedBullet 11  
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 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 2019 or the taxable year beginning in 2019? See the 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. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbulletN/A
    14
    The books are in care ofbulletATLANTIC TRUST PRIVATE WEALTH MANAG Telephone no.bullet (720) 221-5000

    Located atbullet100 SAINT PAUL STREET SUITE 700DENVERCO ZIP+4bullet80206
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    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 instructions ........
    1b
     
     
    ........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 2019?.............
    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 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    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 2019 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 2019.)..................
    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 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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 4945(d)(4)(A)? 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
     
     
    .........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).
    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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    LYNN MCDONALD TRUSTEE
    35.00     		0 0 0
    100 SAINT PAUL STREET SUITE 700
    DENVER,CO80206
    KEVIN MCDONALD TRUSTEE
    30.00     		0 0 0
    100 SAINT PAUL STREET SUITE 700
    DENVER,CO80206
    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
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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
    KLM MANAGEMENT LLC MANAGEMENT 240,000
    100 SAINT PAUL STREET SUITE 700
    DENVER,CO80206
    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  
    2  
    3  
    4  
    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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 8
    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
    13,969,866
    b
    Average of monthly cash balances.......................
    1b
    401,885
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    14,371,751
    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
    14,371,751
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    215,576
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    14,156,175
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    707,809
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    707,809
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    6,833
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,833
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    700,976
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    700,976
    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
    700,976
    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
    706,225
    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
    706,225
    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
    6,833
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    699,392
    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 (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 700,976
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 704,288
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015......  
    c From 2016......  
    d From 2017......  
    e From 2018......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 706,225
    a Applied to 2018, but not more than line 2a 704,288
    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 2019 distributable amount..... 1,937
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2019. 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 0
    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 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		699,039
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2015....  
    b Excess from 2016....  
    c Excess from 2017....  
    d Excess from 2018....  
    e Excess from 2019....  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 10
    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 2019, 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) 2019 (b) 2018 (c) 2017 (d) 2016
             
    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 foundation 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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 11
    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
    AMERICAN FRIENDS OF THE LOUVRE
    305 EAST 47TH STREET 10TH FLOOR
    NEW YORK,NY10017     		NONE 501(C)(3) CHARITABLE 10,000
    ANDREW MCDONOUGH B FOUNDAITON
    101 ROCKLAND CIRCLE
    WILMINGTON,DE19803     		NONE 501(C)(3) CHARITABLE 1,000
    ARTHRITIS FOUNDATION INC
    1355 PEACHTREE ST NE 600
    ATLANTA,GA30309     		NONE 501(C)(3) CHARITABLE 30,000
    ARVADA COUNCIL FOR THE ARTS AND HUMANITIES
    6901 WADSWORTH BLVD
    ARVADA,CO80003     		NONE 501(C)(3) CHARITABLE 30,000
    BESSIE'S HOPE
    1761 OGDEN STREET
    DENVER,CO80218     		NONE 501(C)(3) CHARITABLE 2,000
    BOULDER COUNTY AIDS PROJECT
    2118 14TH STREET
    BOULDER,CO80302     		NONE 501(C)(3) CHARITABLE 12,425
    COLORADO BALLET
    1075 SANTA FE DRIVE
    DENVER,CO80204     		NONE 501(C)(3) CHARITABLE 25,700
    COLORADO SYMPHONY
    1000 14TH STREET NO 15
    DENVER,CO80202     		NONE 501(C)(3) CHARITABLE 36,072
    DENVER ART MUSEUM INC
    100 W 14TH AVENUE PARKWAY
    DENVER,CO80204     		NONE 501(C)(3) CHARITABLE 500
    DENVER CENTER FOR PERFORMING ARTS
    1101 13TH STREET
    DENVER,CO80204     		NONE 501(C)(3) CHARITABLE 101,800
    DENVER MUSEUM OF NATURE & SCIENCE
    2001 COLORADO BLVD
    DENVER,CO80205     		NONE 501(C)(3) CHARITABLE 9,561
    DENVER RESCUE MISSION
    6100 SMITH ROAD
    DENVER,CO80216     		NONE 501(C)(3) CHARITABLE 2,000
    FATHER WOODY'S HAVEN OF HOPE
    1101 W 7TH AVE
    DENVER,CO80204     		NONE 501(C)(3) CHARITABLE 3,000
    FOOD BANK OF THE ROCKIES
    10700 E 45TH AVENUE
    DENVER,CO80239     		NONE 501(C)(3) CHARITABLE 3,000
    GIFT OF ADOPTION FUND
    PO BOX 567 200 WAUKEGAN ROAD
    TECHNY,IL60082     		NONE 501(C)(3) CHARITABLE 4,500
    HABITAT FOR HUMANITY OF BOULDER VALLEY
    201 E SIMPSON STREET
    LAFAYETTE,CO80026     		NONE 501(C)(3) CHARITABLE 2,000
    JEFFERSON COUNTY LIBRARY FOUNDATION INC
    10790 WEST 50TH AVENUE 200
    WHEAT RIDGE,CO80033     		NONE 501(C)(3) CHARITABLE 25,000
    LUTHERAN MEDICAL CENTER FOUNDATION
    8300 WEST 38TH AVENUE
    WHEAT RIDGE,CO80033     		NONE 501(C)(3) CHARITABLE 3,000
    NATIONAL MULIPLE SCIEROSIS SOCIETY
    733 THIRD AVENUE
    NEW YORK,NY10017     		NONE 501(C)(3) CHARITABLE 15,000
    OPERA COLORADO
    4121 SOUTH NAVAJO STREET 100
    ENGLEWOOD,CO80110     		NONE 501(C)(3) CHARITABLE 2,500
    PROJECT ANGEL HEART
    4950 WASHINGTON ST
    DENVER,CO80216     		NONE 501(C)(3) CHARITABLE 25,000
    ROCKY MOUNTAIN HONOR FLIGHT
    1201 N WILLIAMS STREET 18
    DENVER,CO80218     		NONE 501(C)(3) CHARITABLE 7,500
    ROCKY MOUNTAIN PUBLIC BROADCASTING NETWORK
    1089 BANNOCK STREET
    DENVER,CO80204     		NONE 501(C)(3) CHARITABLE 3,000
    SAVUSAVU COMMUNITY FOUNDATION
    10682 DOROTHY CIRCLE
    VILLA PARK,CA92861     		NONE 501(C)(3) CHARITABLE 100,000
    THE CHILDREN'S HOSPITAL COLORADO FOUNDATION
    13123 E 16TH AVE B045
    AURORA,CO80045     		NONE 501(C)(3) CHARITABLE 10,000
    THE HONOR BELL FOUNDATION INC
    21 MORNINGSIDE DR
    WHEAT RIDGE,CO80215     		NONE 501(C)(3) CHARITABLE 5,000
    THE METROPOLITAN MUSEUM OF ART
    1000 FIFTH AVENUE
    NEW YORK,NY10028     		NONE 501(C)(3) CHARITABLE 9,152
    THE OCEAN FOUNDATION
    1320 19TH STREET NW 5TH FLOOR
    WASHINGTON,DC20036     		NONE 501(C)(3) CHARITABLE 2,000
    THE RUSTIC PATHWAYS FOUNDATION INC
    38046 2ND STREET SUITE A
    WILLOUGHBY,OH44094     		NONE 501(C)(3) CHARITABLE 115,119
    THE SENIOR HUB INC
    9025 GRANT STREET SUITE 150
    THORNTON,CO80229     		NONE 501(C)(3) CHARITABLE 2,000
    VICTORIA FALLS WILDLIFE TRUST
    PO BOX 23183
    SAN DIEGO,CA92193     		NONE 501(C)(3) CHARITABLE 15,000
    WE DON'T WASTE
    5971 N BROADWAY
    DENVER,CO80216     		NONE 501(C)(3) CHARITABLE 3,366
    ARVADA COMMUNITY FOOD BANK
    8555 W 57TH AVE
    ARVADA,CO80002     		NONE 501(C)(3) CHARITABLE 2,000
    BRENT ELEY FOUNDATION
    11980 E 16TH AVE
    AURORA,CO80010     		NONE 501(C)(3) CHARITABLE 1,000
    THE CHILDREN'S MUSEUM OF DENVER INC
    2121 CHILDRENS MUSEUM DRIVE
    DENVER,CO80211     		NONE 501(C)(3) CHARITABLE 1,500
    COLORADO CHAUTAUQUA ASSOCIATION
    900 BASELINE ROAD
    BOULDER,CO80302     		NONE 501(C)(3) CHARITABLE 3,000
    COLORADO HEALTH NETWORK INC
    6260 E COLFAX AVE
    DENVER,CO80220     		NONE 501(C)(3) CHARITABLE 1,030
    COLORADO WOMENS HALL OF FAME
    PO BOX 18849
    DENVER,CO80218     		NONE 501(C)(3) CHARITABLE 1,500
    CRAIG CARTWRIGHT MEMORIAL FUND
    305 KERRY STREET
    EATON RAPIDS,MI48827     		NONE 501(C)(3) CHARITABLE 5,000
    DENVER BOTANIC GARDENS
    1007 YORK STREET
    DENVER,CO80206     		NONE 501(C)(3) CHARITABLE 1,000
    FAMILY TREE INC
    3805 MARSHALL STREET
    WHEAT RIDGE,CO80033     		NONE 501(C)(3) CHARITABLE 10,000
    GOLD CROWN FOUNDATION INC
    2501 CHASE STREETE
    EDGEWATER,CO80214     		NONE 501(C)(3) CHARITABLE 3,000
    HOPE HOUSE OF COLORADO
    6475A BENTON STREET
    ARVADA,CO80003     		NONE 501(C)(3) CHARITABLE 2,000
    INTERCAMBIO DE COMUNIDADES
    4735 WALNUT STREET SUITE B
    BOULDER,CO80301     		NONE 501(C)(3) CHARITABLE 2,000
    IX POWER FOUNDATION
    11737 SKY VALLEY WAY NE
    ALBUQUERQUE,NM87111     		NONE 501(C)(3) CHARITABLE 1,500
    JDFR INTERNATIONAL
    26 BROADWAY 15TH FLOOR
    NEW YORK,NY10004     		NONE 501(C)(3) CHARITABLE 2,500
    JUDI'S HOUSE
    1741 GAYLORD STREET
    DENVER,CO80206     		NONE 501(C)(3) CHARITABLE 1,000
    LITERACY ALLIANCE
    2 INVERNESS DRIVE SUITE 105
    CENTENNIAL,CO80112     		NONE 501(C)(3) CHARITABLE 10,000
    ROCKY MOUNTAIN FISHER HOUSE FOUNDATION
    303 S BROADWAY SUITE 200-412
    DENVER,CO80209     		NONE 501(C)(3) CHARITABLE 1,000
    RUGBY COLORADO
    1153 BERGEN PARWAY
    EVERGREEN,CO80439     		NONE 501(C)(3) CHARITABLE 7,000
    SAFEHOUSE DENVER INC
    1649 DOWNING STREET
    DENVER,CO80218     		NONE 501(C)(3) CHARITABLE 1,000
    THE LEUKEMIA & LYMPHOMA SOCIETY
    720 S COLORADO BLVD 500-S
    DENVER,CO80246     		NONE 501(C)(3) CHARITABLE 25,000
    PARLANDO INCORPORATED
    2590 WALNUT STREET
    BOULDER,CO80301     		NONE 501(C)(3) CHARITABLE 2,000
    PURPLE HEART HOMES COLORADO FRONT RANGE CHAPTER
    PO BOX 5535
    STATESVILLE,NC28687     		NONE 501(C)(3) CHARITABLE 1,000
    YOUNG CATHOLIC PROFESSIONALS
    1535 N LOGAN STREET
    DENVER,CO80203     		NONE 501(C)(3) CHARITABLE 5,000
    Total .................................bullet 3a 706,225
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 12
    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....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 322,911  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property..... 532000 -59,349      
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 479,490  
    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).. -59,349 802,401 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    743,052
    (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 (2019)
    Form 990-PF (2019)
    Page 13
    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 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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) 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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2019)
    Additional Data


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    Software Version:  


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    Special Condition Description