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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
Hugh and Michelle Harvey
Family Foundation
Number and street (or P.O. box number if mail is not delivered to street address)1660 Lincoln Street No 2200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Denver, CO80264
A Employer identification number

26-3640406
B Telephone number (see instructions)

(303) 993-5385
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$15,197,718J 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... 679,176 712,742  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 65,461
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 65,461
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........ 744,637 778,203  
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 47,597 5,774   41,823
c Other professional fees (attach schedule).... Click to see attachment 155,901 16,540   139,361
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 12 0   12
21 Travel, conferences, and meetings....... 3,844 0   3,844
22 Printing and publications.......... 162 0   162
23 Other expenses (attach schedule)....... Click to see attachment 7,844 0   7,844
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 215,360 22,314   193,046
25 Contributions, gifts, grants paid....... 3,697,586 3,697,586
26 Total expenses and disbursements. Add lines 24 and 25 3,912,946 22,314   3,890,632
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,168,309
b Net investment income (if negative, enter -0-) 755,889
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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.............      
2 Savings and temporary cash investments......... 4,297,528 3,930,263 3,930,263
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.......... 2,650 2,760 2,760
10a Investments—U.S. and state government obligations (attach schedule) 9,516,832 Click to see attachment8,452,694 8,531,145
b Investments—corporate stock (attach schedule)....... 580,573 Click to see attachment580,573 608,093
c Investments—corporate bonds (attach schedule)....... 3,533,691 Click to see attachment1,810,310 2,060,135
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 78,957 Click to see attachment65,322 65,322
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) 18,010,231 14,841,922 15,197,718
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........... 18,010,231 14,841,922
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 18,010,231 14,841,922
30 Total liabilities and net assets/fund balances (see instructions). 18,010,231 14,841,922
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
18,010,231
2
Enter amount from Part I, line 27a .....................
2
-3,168,309
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
14,841,922
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 29 .
6
14,841,922
Form 990-PF (2020)
Form 990-PF (2020)
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 Publicly traded securities      
b
c
d
e
(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       65,461
b
c
d
e
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       65,461
b
c
d
e
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 65,461
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 10,507
c All other domestic foundations enter 1.39% 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 10,507
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 10,507
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 5,167
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 8,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 13,167
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 85
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 2,575
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet2,575 RefundedBullet 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 the instructions
for the 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 2020 or the taxable year beginning in 2020? 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. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 addressbulletwww.harveyfamilyfoundation.org
    14
    The books are in care ofbulletOndrish Associates PC Telephone no.bullet (303) 298-7262

    Located atbullet1660 Lincoln Street 2200DenverCO ZIP+4bullet80264
    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 2020, 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
     
    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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
     
    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).
    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
    Michelle Harvey Board Chair, President
    4.00     		0 0 0
    1660 Lincoln St Ste 2200
    Denver,CO80264
    Hugh Harvey Secretary
    4.00     		0 0 0
    1660 Lincoln St Ste 2200
    Denver,CO80264
    Jeff Harvey Director
    1.00     		0 0 0
    1660 Lincoln St Ste 2200
    Denver,CO80264
    Lauren Harvey Director
    1.00     		0 0 0
    1660 Lincoln St Ste 2200
    Denver,CO80264
    Elise Ridgway Director
    1.00     		0 0 0
    1660 Lincoln St Ste 2200
    Denver,CO80264
    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 (2020)
    Form 990-PF (2020)
    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
    Peter Konrad Company Non-Profit Consulting 137,261
    2965 Akron Court
    Denver,CO80238
    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 (2020)
    Form 990-PF (2020)
    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
    11,957,239
    b
    Average of monthly cash balances.......................
    1b
    5,006,210
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    16,963,449
    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
    16,963,449
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    254,452
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    16,708,997
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    835,450
    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
    835,450
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    10,507
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    10,507
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    824,943
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    824,943
    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
    824,943
    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
    3,890,632
    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
    3,890,632
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,890,632
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 824,943
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 1,383,834
    b From 2016......  
    c From 2017...... 1,681,597
    d From 2018...... 1,966,223
    e From 2019...... 2,044,827
    fTotal of lines 3a through e........ 7,076,481
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 3,890,632
    a Applied to 2019, 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 2020 distributable amount..... 824,943
    e Remaining amount distributed out of corpus 3,065,689
    5 Excess distributions carryover applied to 2020. 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 10,142,170
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		1,383,834
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		8,758,336
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017.... 1,681,597
    c Excess from 2018.... 1,966,223
    d Excess from 2019.... 2,044,827
    e Excess from 2020.... 3,065,689
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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).)
    Michelle Harvey
    Hugh Harvey
    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 (2020)
    Form 990-PF (2020)
    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
    Access Gallery
    909 Sante Fe Drive
    Denver,CO80204     		  PC General Operating Support 15,000
    ACLU Foundation
    125 Broad Street 18th Flr
    New York,NY10004     		  PC General Operating Support 5,000
    AFFIRM Inc
    PO Box 503
    Williamstown,MA01267     		  PC General Operating Support 10,000
    AfricAid Inc
    1031 33rd St 174
    Denver,CO80205     		  PC General Operating Support 25,000
    American Red Cross Mile Hi
    443 Sherman Street
    Denver,CO80203     		  PC General Operating Support 20,000
    Angels With Paws
    2540 Youngfield St
    Lakewood,CO80215     		  PC General Operating Support 3,000
    Art Students League of Denver
    200 Grant Street
    Denver,CO80203     		  PC General Operating Support 10,000
    Bayaud Industries
    333 West Bayaud Ave
    Denver,CO80223     		  PC General Operating Support 10,000
    Big Brothers Big Sisters of Colorado Inc
    750 W Hampden Ave Ste 450
    Englewood,CO80110     		  PC General Operating Support 10,000
    Bluff Lake Nature Center
    4760 Oakland Street Ste 200
    Denver,CO80239     		  PC General Operating Support 10,000
    Book Trust
    789 Sherman St 300 A
    Denver,CO80203     		  PC General Operating Support 25,000
    Bridges to Prosperity
    3858 Walnut St Ste 2019
    Denver,CO80205     		  PC General Operating Support 30,000
    Broomfield Community Foundation
    PO Box 2040
    Broomfield,CO80038     		  PC General Operating Support 10,000
    CASA of Jefferson and Gilpin Counties
    100 Jefferson County Pkwy Ste 2505
    Golden,CO80401     		  PC General Operating Support 110,000
    Colorado Association of Black Nurses Inc
    6090 West Vassar Way
    Lakewood,CO80227     		  PC General Operating Support 10,000
    Colorado Association of Black Professional Engineers and Scientists
    PO Box 200508
    Denver,CO80220     		  PC General Operating Support 30,000
    Colorado Coalition Against Domestic Violence
    PO Box 40328
    Denver,CO80204     		  PC General Operating Support 10,000
    Colorado Pet Pantry
    PO Box 323
    Boulder,CO80306     		  PC General Operating Support 5,000
    Colorado School of Mines
    PO Box 4005
    Golden,CO80402     		  PC Scholarship 16,325
    Colorado School of Mines Foundation
    PO Box 4005
    Golden,CO80402     		  PC General Operating Support 200,000
    Community of Hope
    4 Atlantic Street SW
    Washington,DC20032     		  PC General Operating Support 2,500
    Defenders of Wildlife
    1130 17th Street NW
    Washington,DC20036     		  PC General Operating Support 5,000
    Denver Museum of Nature & Science
    2001 Colorado Blvd
    Denver,CO80205     		  PC General Operating Support 75,000
    Denver Rescue Mission
    6100 Smith Rd
    Denver,CO80216     		  PC General Operating Support 20,000
    Denver Scholarship Foundation
    789 Sherman St Ste 610
    Denver,CO80203     		  PC General Operating Support 100,000
    Downtown Aurora Visual Arts
    1405 Florence St
    Aurora,CO80010     		  PC General Operating Support 10,000
    DSST Public Schools Foundation
    3401 Quebec St Ste 2000
    Denver,CO80207     		  PC General Operating Support 1,480,100
    Ethiopian Community Development Council Inc
    925 S Niagara St 200
    Denver,CO80238     		  PC General Operating Support 10,000
    Father Woody's Haven of Hope
    1101 West 7th Ave
    Denver,CO80204     		  PC General Operating Support 15,000
    Feeding America
    35 Wacker Ste 2000
    Chicago,IL60601     		  PC General Operating Support 20,000
    Feeding America
    PO Box 96749
    Washington,DC200906749     		  PC General Operating Support 5,000
    Food Bank of the Rockies
    10700 East 45th Ave
    Denver,CO80239     		  PC General Operating Support 20,000
    Friends First
    7100 East Belleview Ave Ste 303
    Greenwood Village,CO80111     		  PC General Operating Support 45,000
    Friends of Dinosaur Ridge
    16831 W Alameda Pkwy
    Morrison,CO80465     		  PC General Operating Support 45,000
    Friendship Bridge
    405 Urban St Ste 140
    Lakewood,CO80228     		  PC General Operating Support 50,000
    Harvard Kennedy School
    79 John F Kennedy St
    Cambridge,MA02138     		  PC Scholarship 27,161
    Historic Wendover Airfield
    1940 East 10980 South
    Sandy,UT80492     		  PC General Operating Support 10,000
    Hope House
    6475 Benton St Bldg A
    Arvada,CO80003     		  PC General Operating Support 10,000
    Houston Baptist University
    Cashiers Office 7502 Fondren Rd
    Houston,TX77074     		  PC Scholarship 2,425
    Idaho Humane Society
    1300 S Bird St
    Boise,ID83709     		  PC General Operating Support 5,000
    IN - Colorado Initiative for Inclusive Higher Education
    6500 S Quebec St Ste 300
    Centennial,CO80111     		  PC General Operating Support 25,000
    Indigenous Environmental Network
    PO Box 485
    Bemidji,MN56619     		  PC General Operating Support 5,000
    Jeffco Action Center
    8755 W 14th Ave
    Lakewood,CO80210     		  PC General Operating Support 20,000
    Jobs with Justice Colorado
    1600 Downing St Ste 100
    Denver,CO80218     		  PC General Operating Support 5,000
    Lighthouse Writers Workshop
    1515 Race Street
    Denver,CO80206     		  PC General Operating Support 15,000
    Luther Heights Bible Camp
    707 W Fort Street
    Boise,ID83702     		  PC General Operating Support 10,000
    Lutheran Family Services
    363 S Harlan St Ste 200
    Denver,CO80226     		  PC General Operating Support 10,000
    MAIA aka Starfish One by One
    1031 33rd St Ste 176
    Denver,CO80205     		  PC General Operating Support 50,000
    Metro Caring
    1100 E 18th Ave
    Denver,CO80218     		  PC General Operating Support 10,000
    Michael J Fox Foundation for Parkinson's Research
    Grand Central Station PO Box 4777
    New York,NY101634777     		  PC General Operating Support 10,000
    Mile High United Way
    711 Park Ave West
    Denver,CO80205     		  PC General Operating Support 10,000
    Museo de las Americas
    861 Santa Fe Drive
    Denver,CO80204     		  PC General Operating Support 10,000
    Museum of Contemporary Art of Denver
    1485 Delgany Street
    Denver,CO80202     		  PC General Operating Support 10,000
    National Domestic Workers Alliance
    45 Broadway Ste 320
    New Your,NY10006     		  PC General Operating Support 20,000
    National Indigenous Womens Resource Center
    515 Lame Deer Ave PO Box 99
    Lame Deer,MT59043     		  PC General Operating Support 2,500
    National Jewish Hospital
    1400 Jackson Street
    Denver,CO80206     		  PC General Operating Support 10,000
    New Beginnings Colorado Council of Black Women
    6090 West Vassar Way
    Lakewood,CO80227     		  PC General Operating Support 10,000
    Northglenn High School
    601 W 100th Pl
    Northglenn,CO80260     		  PC General Operating Support 20,000
    Nourish Meals on Wheels
    92 E Arapahoe Rd
    Littleton,CO80122     		  PC General Operating Support 20,000
    One Collective
    2155 Point Blvd Ste 200
    Elgin,IL60123     		  PC General Operating Support 5,000
    Peruvian Hearts
    24918 Genesee Trail Road
    Golden,CO80401     		  PC General Operating Support 82,629
    Phamaly Theatre Company
    3532 Franklin St Ste T2
    Denver,CO80205     		  PC General Operating Support 30,000
    Posner Center for International Development
    1031 33rd S Ste 140
    Denver,CO80205     		  PC General Operating Support 25,250
    Red Fern Animal Rescue
    PO Box 201255
    Denver,CO80220     		  PC General Operating Support 2,500
    Red Rocks Community College Foundation
    13300 West 6th Ave Campus Box 1
    Lakewood,CO80228     		  PC General Operating Support 55,000
    RedLine
    2350 Arapahoe Street
    Denver,CO80205     		  PC General Operating Support 10,000
    Sacred Heart House
    2844 Lawrence St
    Denver,CO80205     		  PC General Operating Support 2,500
    Sacred Heart of Denver
    2844 Lawrence St
    Denver,CO80205     		  PC General Operating Support 10,000
    Salvation Army
    1370 Pennsylvania St
    Denver,CO80203     		  PC General Operating Support 10,000
    Samaritan House
    2301 Lawrence Street
    Denver,CO80205     		  PC General Operating Support 10,000
    Southern Poverty Law Center
    400 Washington Avenue
    Montgomery,AL36104     		  PC General Operating Support 5,000
    Spark the Change Colorado
    789 Sherman St
    Denver,CO80203     		  PC General Operating Support 5,000
    STRIDE Community Health Center
    2255 S Oneida Street
    Denver,CO80224     		  PC General Operating Support 10,000
    Swallow Hill Music
    71 E Yale Avenue
    Denver,CO80210     		  PC General Operating Support 10,000
    Teach For America - Colorado
    1391 Speer Blvd Ste 710
    Denver,CO80204     		  PC General Operating Support 325,000
    Team Rubicon
    6171 W Century Blvd Ste 310
    Los Angeles,CA90045     		  PC General Operating Support 10,000
    The Denver Zoo
    2300 Steele Street
    Denver,CO80205     		  PC General Operating Support 10,000
    The Feline Fix
    6075 Parkway Dr Unit 185
    Commerce City,CO80027     		  PC General Operating Support 2,000
    The Gathering Place
    1535 N High St
    Denver,CO80218     		  PC General Operating Support 10,000
    The Orangutan Project co Orang Utan Republik Foundation Inc
    2461 Santa Monica Blvd 828
    Santa Monica,CA90404     		  PC General Operating Support 5,000
    The Phoenix
    2239 Champa St
    Denver,CO80205     		  PC General Operating Support 10,000
    University of Hawai - Outreach College
    2440 Campus Rd Box 447
    Honolulu,HI96823     		  PC Scholarship 16,535
    University of Northern Colorado Foundation
    1620 Reservoir Road Campus Box 11
    Greeley,CO80639     		  PC General Operating Support 10,000
    Urban Peak
    2100 Stout Street 2nd Flr
    Denver,CO80205     		  PC General Operating Support 10,000
    Valley Meals and More
    PO Box 991
    Carbondale,CO81623     		  PC General Operating Support 5,000
    Volunteers of America Colorado Meals on Wheels
    2660 Larimer Street
    Denver,CO80205     		  PC General Operating Support 20,000
    Walking Mountains Science Center
    PO Box 9469
    Avon,CO81620     		  PC General Operating Support 50,000
    WayfinderFamilyServices
    2381 Mariner Square Drive Ste 275
    Alameda,CA94501     		  PC General Operating Support 10,000
    We Don't Waste
    5971 Broadway
    Denver,CO80216     		  PC General Operating Support 15,000
    Wikimedia Foundation
    PO Box 98204
    Washintgon,DC200908204     		  PC General Operating Support 5,000
    Wisteqn'eemit
    PO Box 503
    Lapwai,ID83540     		  PC General Operating Support 5,000
    World Bicycle Relief
    1000 West Fulton Market 4th Flr
    Chicago,IL60607     		  PC General Operating Support 75,000
    Yale University
    PO Box 208232
    New Haven,CT06520     		  PC Scholarship 27,161
    Youth Employment Academy
    1079 Osage St
    Denver,CO80204     		  PC General Operating Support 10,000
    Total .................................bullet 3a 3,697,586
    bApproved for future payment
    AfricAid Inc
    1031 33rd St 174
    Denver,CO80205     		  PC General Operating Grant 25,000
    Big Brothers Big Sisters of Colorado Inc
    750 W Hampden Ave Ste 450
    Englewood,CO80110     		  PC General Operating Grant 10,000
    Bluff Lake Nature Center
    11255 E MLK Jr Blvd
    Denver,CO80238     		  PC General Operating Grant 25,000
    CASA of Jefferson and Gilpin Counties
    100 Jefferson County Pkwy Ste 2505
    Golden,CO80401     		  PC General Operating Grant 100,000
    Colorado School of Mines Foundation
    PO Box 4005
    Golden,CO80402     		  PC General Operating Grant 600,000
    Denver Museum of Nature & Science
    2001 Colorado Blvd
    Denver,CO80205     		  PC General Operating Grant 150,000
    Denver Scholarship Foundation
    789 Sherman St Ste 610
    Denver,CO80203     		  PC General Operating Grant 200,000
    DSST Public Schools Foundation
    3401 Quebec St Ste 2000
    Denver,CO80207     		  PC General Operating Grant 5,856,500
    Friendship Bridge
    405 Urban St Ste 140
    Lakewood,CO80228     		  PC General Operating Grant 60,000
    MAIA aka Starfish One by One
    1031 33rd St Ste 176
    Denver,CO80205     		  PC General Operating Grant 40,000
    One Acre Fund
    1954 First St 183
    Highland Park,IL60035     		  PC General Operating Grant 10,000
    Peruvian Hearts
    24918 Genesee Trail Road
    Golden,CO80401     		  PC General Operating Grant 142,500
    Phamaly Theatre Company
    3532 Franklin St Ste T2
    Denver,CO80205     		  PC General Operating Grant 30,000
    Posner Center for International Development
    1031 33rd St Ste 140
    Denver,CO80205     		  PC General Operating Grant 25,250
    Red Rocks Community College Foundation
    13300 West 6th Ave Campus Box 1
    Lakewood,CO80228     		  PC General Operating Grant 82,500
    Teach For America - Colorado
    1391 Speer Blvd Ste 710
    Denver,CO80204     		  PC General Operating Grant 975,000
    WINGS Guatemala
    PO Box 1043
    Pueblo,CO81102     		  PC General Operating Grant 20,000
    World Bicycle Relief
    1000 West Fulton Market 4th Flr
    Chicago,IL60607     		  PC General Operating Grant 150,000
    Total .................................bullet 3b 8,501,750
    Form 990-PF (2020)
    Form 990-PF (2020)
    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....     14 679,176  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    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 65,461  
    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).. 0 744,637 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    744,637
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    Form 990PF Part XV Line 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
    Access Gallery909 Sante Fe Drive
    Denver,CO80204     		  PC General Operating Support 15,000
    ACLU Foundation125 Broad Street 18th Flr
    New York,NY10004     		  PC General Operating Support 5,000
    AFFIRM IncPO Box 503
    Williamstown,MA01267     		  PC General Operating Support 10,000
    AfricAid Inc1031 33rd St 174
    Denver,CO80205     		  PC General Operating Support 25,000
    American Red Cross Mile Hi443 Sherman Street
    Denver,CO80203     		  PC General Operating Support 20,000
    Angels With Paws2540 Youngfield St
    Lakewood,CO80215     		  PC General Operating Support 3,000
    Art Students League of Denver200 Grant Street
    Denver,CO80203     		  PC General Operating Support 10,000
    Bayaud Industries333 West Bayaud Ave
    Denver,CO80223     		  PC General Operating Support 10,000
    Big Brothers Big Sisters of Colorado Inc750 W Hampden Ave Ste 450
    Englewood,CO80110     		  PC General Operating Support 10,000
    Bluff Lake Nature Center4760 Oakland Street Ste 200
    Denver,CO80239     		  PC General Operating Support 10,000
    Book Trust789 Sherman St 300 A
    Denver,CO80203     		  PC General Operating Support 25,000
    Bridges to Prosperity3858 Walnut St Ste 2019
    Denver,CO80205     		  PC General Operating Support 30,000
    Broomfield Community FoundationPO Box 2040
    Broomfield,CO80038     		  PC General Operating Support 10,000
    CASA of Jefferson and Gilpin Counties100 Jefferson County Pkwy Ste 2505
    Golden,CO80401     		  PC General Operating Support 110,000
    Colorado Association of Black Nurses Inc6090 West Vassar Way
    Lakewood,CO80227     		  PC General Operating Support 10,000
    Colorado Association of Black Professional Engineers and ScientistsPO Box 200508
    Denver,CO80220     		  PC General Operating Support 30,000
    Colorado Coalition Against Domestic ViolencePO Box 40328
    Denver,CO80204     		  PC General Operating Support 10,000
    Colorado Pet PantryPO Box 323
    Boulder,CO80306     		  PC General Operating Support 5,000
    Colorado School of MinesPO Box 4005
    Golden,CO80402     		  PC Scholarship 16,325
    Colorado School of Mines FoundationPO Box 4005
    Golden,CO80402     		  PC General Operating Support 200,000
    Community of Hope4 Atlantic Street SW
    Washington,DC20032     		  PC General Operating Support 2,500
    Defenders of Wildlife1130 17th Street NW
    Washington,DC20036     		  PC General Operating Support 5,000
    Denver Museum of Nature & Science2001 Colorado Blvd
    Denver,CO80205     		  PC General Operating Support 75,000
    Denver Rescue Mission6100 Smith Rd
    Denver,CO80216     		  PC General Operating Support 20,000
    Denver Scholarship Foundation789 Sherman St Ste 610
    Denver,CO80203     		  PC General Operating Support 100,000
    Downtown Aurora Visual Arts1405 Florence St
    Aurora,CO80010     		  PC General Operating Support 10,000
    DSST Public Schools Foundation3401 Quebec St Ste 2000
    Denver,CO80207     		  PC General Operating Support 1,480,100
    Ethiopian Community Development Council Inc925 S Niagara St 200
    Denver,CO80238     		  PC General Operating Support 10,000
    Father Woody's Haven of Hope1101 West 7th Ave
    Denver,CO80204     		  PC General Operating Support 15,000
    Feeding America35 Wacker Ste 2000
    Chicago,IL60601     		  PC General Operating Support 20,000
    Feeding AmericaPO Box 96749
    Washington,DC200906749     		  PC General Operating Support 5,000
    Food Bank of the Rockies10700 East 45th Ave
    Denver,CO80239     		  PC General Operating Support 20,000
    Friends First7100 East Belleview Ave Ste 303
    Greenwood Village,CO80111     		  PC General Operating Support 45,000
    Friends of Dinosaur Ridge16831 W Alameda Pkwy
    Morrison,CO80465     		  PC General Operating Support 45,000
    Friendship Bridge405 Urban St Ste 140
    Lakewood,CO80228     		  PC General Operating Support 50,000
    Harvard Kennedy School79 John F Kennedy St
    Cambridge,MA02138     		  PC Scholarship 27,161
    Historic Wendover Airfield1940 East 10980 South
    Sandy,UT80492     		  PC General Operating Support 10,000
    Hope House6475 Benton St Bldg A
    Arvada,CO80003     		  PC General Operating Support 10,000
    Houston Baptist UniversityCashiers Office 7502 Fondren Rd
    Houston,TX77074     		  PC Scholarship 2,425
    Idaho Humane Society1300 S Bird St
    Boise,ID83709     		  PC General Operating Support 5,000
    IN - Colorado Initiative for Inclusive Higher Education6500 S Quebec St Ste 300
    Centennial,CO80111     		  PC General Operating Support 25,000
    Indigenous Environmental NetworkPO Box 485
    Bemidji,MN56619     		  PC General Operating Support 5,000
    Jeffco Action Center8755 W 14th Ave
    Lakewood,CO80210     		  PC General Operating Support 20,000
    Jobs with Justice Colorado1600 Downing St Ste 100
    Denver,CO80218     		  PC General Operating Support 5,000
    Lighthouse Writers Workshop1515 Race Street
    Denver,CO80206     		  PC General Operating Support 15,000
    Luther Heights Bible Camp707 W Fort Street
    Boise,ID83702     		  PC General Operating Support 10,000
    Lutheran Family Services363 S Harlan St Ste 200
    Denver,CO80226     		  PC General Operating Support 10,000
    MAIA aka Starfish One by One1031 33rd St Ste 176
    Denver,CO80205     		  PC General Operating Support 50,000
    Metro Caring1100 E 18th Ave
    Denver,CO80218     		  PC General Operating Support 10,000
    Michael J Fox Foundation for Parkinson's ResearchGrand Central Station PO Box 4777
    New York,NY101634777     		  PC General Operating Support 10,000
    Mile High United Way711 Park Ave West
    Denver,CO80205     		  PC General Operating Support 10,000
    Museo de las Americas861 Santa Fe Drive
    Denver,CO80204     		  PC General Operating Support 10,000
    Museum of Contemporary Art of Denver1485 Delgany Street
    Denver,CO80202     		  PC General Operating Support 10,000
    National Domestic Workers Alliance45 Broadway Ste 320
    New Your,NY10006     		  PC General Operating Support 20,000
    National Indigenous Womens Resource Center515 Lame Deer Ave PO Box 99
    Lame Deer,MT59043     		  PC General Operating Support 2,500
    National Jewish Hospital1400 Jackson Street
    Denver,CO80206     		  PC General Operating Support 10,000
    New Beginnings Colorado Council of Black Women6090 West Vassar Way
    Lakewood,CO80227     		  PC General Operating Support 10,000
    Northglenn High School601 W 100th Pl
    Northglenn,CO80260     		  PC General Operating Support 20,000
    Nourish Meals on Wheels92 E Arapahoe Rd
    Littleton,CO80122     		  PC General Operating Support 20,000
    One Collective2155 Point Blvd Ste 200
    Elgin,IL60123     		  PC General Operating Support 5,000
    Peruvian Hearts24918 Genesee Trail Road
    Golden,CO80401     		  PC General Operating Support 82,629
    Phamaly Theatre Company3532 Franklin St Ste T2
    Denver,CO80205     		  PC General Operating Support 30,000
    Posner Center for International Development1031 33rd S Ste 140
    Denver,CO80205     		  PC General Operating Support 25,250
    Red Fern Animal RescuePO Box 201255
    Denver,CO80220     		  PC General Operating Support 2,500
    Red Rocks Community College Foundation13300 West 6th Ave Campus Box 1
    Lakewood,CO80228     		  PC General Operating Support 55,000
    RedLine2350 Arapahoe Street
    Denver,CO80205     		  PC General Operating Support 10,000
    Sacred Heart House2844 Lawrence St
    Denver,CO80205     		  PC General Operating Support 2,500
    Sacred Heart of Denver2844 Lawrence St
    Denver,CO80205     		  PC General Operating Support 10,000
    Salvation Army1370 Pennsylvania St
    Denver,CO80203     		  PC General Operating Support 10,000
    Samaritan House2301 Lawrence Street
    Denver,CO80205     		  PC General Operating Support 10,000
    Southern Poverty Law Center400 Washington Avenue
    Montgomery,AL36104     		  PC General Operating Support 5,000
    Spark the Change Colorado789 Sherman St
    Denver,CO80203     		  PC General Operating Support 5,000
    STRIDE Community Health Center2255 S Oneida Street
    Denver,CO80224     		  PC General Operating Support 10,000
    Swallow Hill Music71 E Yale Avenue
    Denver,CO80210     		  PC General Operating Support 10,000
    Teach For America - Colorado1391 Speer Blvd Ste 710
    Denver,CO80204     		  PC General Operating Support 325,000
    Team Rubicon6171 W Century Blvd Ste 310
    Los Angeles,CA90045     		  PC General Operating Support 10,000
    The Denver Zoo2300 Steele Street
    Denver,CO80205     		  PC General Operating Support 10,000
    The Feline Fix6075 Parkway Dr Unit 185
    Commerce City,CO80027     		  PC General Operating Support 2,000
    The Gathering Place1535 N High St
    Denver,CO80218     		  PC General Operating Support 10,000
    The Orangutan Project co Orang Utan Republik Foundation Inc2461 Santa Monica Blvd 828
    Santa Monica,CA90404     		  PC General Operating Support 5,000
    The Phoenix2239 Champa St
    Denver,CO80205     		  PC General Operating Support 10,000
    University of Hawai - Outreach College2440 Campus Rd Box 447
    Honolulu,HI96823     		  PC Scholarship 16,535
    University of Northern Colorado Foundation1620 Reservoir Road Campus Box 11
    Greeley,CO80639     		  PC General Operating Support 10,000
    Urban Peak2100 Stout Street 2nd Flr
    Denver,CO80205     		  PC General Operating Support 10,000
    Valley Meals and MorePO Box 991
    Carbondale,CO81623     		  PC General Operating Support 5,000
    Volunteers of America Colorado Meals on Wheels2660 Larimer Street
    Denver,CO80205     		  PC General Operating Support 20,000
    Walking Mountains Science CenterPO Box 9469
    Avon,CO81620     		  PC General Operating Support 50,000
    WayfinderFamilyServices2381 Mariner Square Drive Ste 275
    Alameda,CA94501     		  PC General Operating Support 10,000
    We Don't Waste5971 Broadway
    Denver,CO80216     		  PC General Operating Support 15,000
    Wikimedia FoundationPO Box 98204
    Washintgon,DC200908204     		  PC General Operating Support 5,000
    Wisteqn'eemitPO Box 503
    Lapwai,ID83540     		  PC General Operating Support 5,000
    World Bicycle Relief1000 West Fulton Market 4th Flr
    Chicago,IL60607     		  PC General Operating Support 75,000
    Yale UniversityPO Box 208232
    New Haven,CT06520     		  PC Scholarship 27,161
    Youth Employment Academy1079 Osage St
    Denver,CO80204     		  PC General Operating Support 10,000
    Total ...............................bullet 3a 3,697,586
    bApproved for future payment
    AfricAid Inc1031 33rd St 174
    Denver,CO80205     		  PC General Operating Grant 25,000
    Big Brothers Big Sisters of Colorado Inc750 W Hampden Ave Ste 450
    Englewood,CO80110     		  PC General Operating Grant 10,000
    Bluff Lake Nature Center11255 E MLK Jr Blvd
    Denver,CO80238     		  PC General Operating Grant 25,000
    CASA of Jefferson and Gilpin Counties100 Jefferson County Pkwy Ste 2505
    Golden,CO80401     		  PC General Operating Grant 100,000
    Colorado School of Mines FoundationPO Box 4005
    Golden,CO80402     		  PC General Operating Grant 600,000
    Denver Museum of Nature & Science2001 Colorado Blvd
    Denver,CO80205     		  PC General Operating Grant 150,000
    Denver Scholarship Foundation789 Sherman St Ste 610
    Denver,CO80203     		  PC General Operating Grant 200,000
    DSST Public Schools Foundation3401 Quebec St Ste 2000
    Denver,CO80207     		  PC General Operating Grant 5,856,500
    Friendship Bridge405 Urban St Ste 140
    Lakewood,CO80228     		  PC General Operating Grant 60,000
    MAIA aka Starfish One by One1031 33rd St Ste 176
    Denver,CO80205     		  PC General Operating Grant 40,000
    One Acre Fund1954 First St 183
    Highland Park,IL60035     		  PC General Operating Grant 10,000
    Peruvian Hearts24918 Genesee Trail Road
    Golden,CO80401     		  PC General Operating Grant 142,500
    Phamaly Theatre Company3532 Franklin St Ste T2
    Denver,CO80205     		  PC General Operating Grant 30,000
    Posner Center for International Development1031 33rd St Ste 140
    Denver,CO80205     		  PC General Operating Grant 25,250
    Red Rocks Community College Foundation13300 West 6th Ave Campus Box 1
    Lakewood,CO80228     		  PC General Operating Grant 82,500
    Teach For America - Colorado1391 Speer Blvd Ste 710
    Denver,CO80204     		  PC General Operating Grant 975,000
    WINGS GuatemalaPO Box 1043
    Pueblo,CO81102     		  PC General Operating Grant 20,000
    World Bicycle Relief1000 West Fulton Market 4th Flr
    Chicago,IL60607     		  PC General Operating Grant 150,000
    Total ................................bullet 3b 8,501,750

    TY 2020 AccountingFeesSchedule
    Name:
    Hugh and Michelle Harvey
     
    Family Foundation
    EIN:
    26-3640406
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Ondrish Associates P.C. 23,097 5,774   17,323
    Patrick Quinn 9,000 0   9,000
    Kundinger, Corder, & Engle P.C. 15,500 0   15,500

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    Hugh and Michelle Harvey
     
    Family Foundation
    EIN:
    26-3640406
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Corporate bonds managed by Merill Lynch 1,810,310 2,060,135

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Hugh and Michelle Harvey
     
    Family Foundation
    EIN:
    26-3640406
    Name of Stock End of Year Book Value End of Year Fair Market Value
    GMAC Capital Trust 1 280,573 296,333
    KKR & Co, Inc. 200,000 213,760
    Senior Housing Properties Notes 6.25% 100,000 98,000

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    Hugh and Michelle Harvey
     
    Family Foundation
    EIN:
    26-3640406
    US Government Securities - End of Year Book Value:

    8,452,694
    US Government Securities - End of Year Fair Market Value:

    8,531,145
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    Hugh and Michelle Harvey
     
    Family Foundation
    EIN:
    26-3640406
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    New Haven Real Estate Fund VII Offshore Investors Global LP AT COST 65,322 65,322

    TY 2020 OtherExpensesSchedule
    Name:
    Hugh and Michelle Harvey
     
    Family Foundation
    EIN:
    26-3640406
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Postage and Supplies 972 0   972
    Meals and Entertainment 85 0   85
    Bank Charges 855 0   855
    Sponsorships and Events 2,914 0   2,914
    Membership Dues 2,900 0   2,900
    Other 118 0   118


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Hugh and Michelle Harvey
     
    Family Foundation
    EIN:
    26-3640406
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Peter Konrad Company 137,261 0   137,261
    Civicore LLC 2,100 0   2,100
    Alamo Capital Fees 15,053 15,053   0
    Merrill Lynch Fees 30 30   0
    Morgan Stanley Fees 150 150   0
    Other Fees 1,307 1,307   0