Form990-PF
Click to see attachment
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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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
Johnson Foundation of the Rockies
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

47-4702259
B Telephone number (see instructions)

(800) 839-1754
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$47,792,786J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 501 501  
4 Dividends and interest from securities... 837,186 837,186  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,008,301
b Gross sales price for all assets on line 6a 5,906,826
7 Capital gain net income (from Part IV, line 2)... 2,027,843
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)....... Click to see attachment 216,623 216,623  
12 Total. Add lines 1 through 11........ 3,062,611 3,082,153  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 132,444 132,444    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 17,300      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 4,104     4,104
22 Printing and publications.......... 1,079 351   728
23 Other expenses (attach schedule)....... Click to see attachment 149,670 56,963   91,842
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 304,597 189,758   96,674
25 Contributions, gifts, grants paid....... 1,930,000 1,930,000
26 Total expenses and disbursements. Add lines 24 and 25 2,234,597 189,758   2,026,674
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 828,014
b Net investment income (if negative, enter -0-) 2,892,395
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 79,250 125,084 125,084
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..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 31,355,290 Click to see attachment31,724,202 38,748,355
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 8,270,760 Click to see attachment8,684,028 8,919,347
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) 39,705,300 40,533,314 47,792,786
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 39,705,300 40,533,314
29 Total net assets or fund balances (see instructions)..... 39,705,300 40,533,314
30 Total liabilities and net assets/fund balances (see instructions). 39,705,300 40,533,314
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
39,705,300
2
Enter amount from Part I, line 27a .....................
2
828,014
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
40,533,314
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
40,533,314
Form 990-PF (2021)
Form 990-PF (2021)
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 Passthrough K1 Capital Gain/(Loss)      
c PACIFICSPV - PACIFIC HEDGE STRATEGIES - SPV P 2017-08-16 2021-08-24
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 5,903,504   4,339,576 1,563,928
b       485,327
c 3,322   24,734 -21,412
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       1,563,928
b        
c       -21,412
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 2,027,843
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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  
3 Add lines 1 and 2........................... 3 40,204
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 40,204
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 22,572
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,600
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 38,172
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 2,032
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 2022 estimated taxBullet   RefundedBullet 11  
Part VI-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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    Berit K Campion Trustee, Chairman of the Board
    25.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Max Caulkins Treas, Trustee
    5.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Dmytro Mamedov Trustee
    5.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Nancy Nevin Trustee, Sec
    5.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Christopher Seldin Trustee
    5.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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
    Foundation Source Administrative 91,292
    55 Walls Drive 3rd Fl
    Fairfield,CT06824
    Sellwood Consulting LLC Investment Mgmt 85,536
    6650 SW Redwood Lane Suite 370
    Portland,OR97224
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part VIII-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 VIII-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.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    38,710,898
    b
    Average of monthly cash balances.......................
    1b
    227,220
    c
    Fair market value of all other assets (see instructions)................
    1c
    8,921,496
    d
    Total (add lines 1a, b, and c).........................
    1d
    47,859,614
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    47,859,614
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    717,894
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    47,141,720
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    2,357,086
    Part X
    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 IX, line 6..................
    1
    2,357,086
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    40,204
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    40,204
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,316,882
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    2,316,882
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    2,316,882
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 2,316,882
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 2,001,078
    b Total for prior years:2019, 2018, 2017  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........  
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 2,026,674
    a Applied to 2020, but not more than line 2a 2,001,078
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2021 distributable amount..... 25,596
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021.    
    (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 ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		2,291,286
    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) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021.... 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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).)
    NONE
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    A LITTLE HELP
    2755 S LOCUST ST STE 220
    DENVER,CO80222     		N/A PC General & Unrestricted 1,250
    AMERICAN INDIAN COLLEGE FUND
    8333 GREENWOOD BLVD
    DENVER,CO80221     		N/A PC Johnson Foundation of the Rockies Scholarship Program 35,000
    ASPEN VALLEY SKI-SNOWBOARD CLUB INC
    300 AVSC DR
    ASPEN,CO81611     		N/A PC Spring Gulch Nordic Program 15,000
    ASSISTANCE LEAGUE OF COLORADO SPRINGS
    405 S NEVADA AVE
    COLORADO SPGS,CO80903     		N/A PC Operation School Bell 15,000
    ASSISTANCE LEAGUE OF PUEBLO INC
    331 E 4TH ST
    PUEBLO,CO81003     		N/A PC Operation School Bell 10,000
    BERNESE AUCTION RESCUE COALITION INC
    29122 INDIANAPOLIS RD
    PAOLA,KS66071     		N/A PC General & Unrestricted 2,000
    BIG BROTHERS & BIG SISTERS OF COLORADO INC
    750 W HAMPDEN AVE STE 450
    ENGLEWOOD,CO80110     		N/A PC General Operating Support 15,000
    BLACK CANYON BOYS & GIRLS CLUB INC
    PO BOX 1907
    MONTROSE,CO81402     		N/A PC General Operating Support 25,000
    BLAINE COUNTY HUNGER COALITION INC
    110 HONEYSUCKLE ST
    BELLEVUE,ID83313     		N/A PC SmartChoice 15,000
    BLAINE COUNTY RECREATION DISTRICT
    1050 FOX ACRES RD
    HAILEY,ID83333     		N/A GOV BCRD Quigley Trails Park Fourth Phase Pavilion 35,000
    BLAINE COUNTY SCHOOL DISTRICT EDUCATION FOUNDATION
    PO BOX 253
    HAILEY,ID83333     		N/A PC General Operating Support 20,000
    BLAINE COUNTY SENIORS COUNCIL INC
    PO BOX 28
    HAILEY,ID83333     		N/A PC General Operating Support 25,000
    BOULDER NORDIC CLUB
    405 ONEIDA ST
    BOULDER,CO80303     		N/A PC General & Unrestricted 250
    BOULDER NORDIC JUNIOR RACING TEAM
    PO BOX 1723
    BOULDER,CO80306     		N/A PC General & Unrestricted 250
    BOULDER VALLEY CYCLING ALLIANCE
    1742 QUINCE AVE
    BOULDER,CO80304     		N/A PC Boulder Junior Cycling 500
    BOYS & GIRLS CLUB OF NORTHWEST COLORADO
    PO BOX 1251
    CRAIG,CO81626     		N/A PC Brain Gain 25,000
    BOYS & GIRLS CLUB OF THE FLATHEAD RESERVATION
    PO BOX 334
    RONAN,MT59864     		N/A PC General Operating Support 25,000
    BOYS & GIRLS CLUBS OF CENTRAL WYOMING
    1701 E K ST
    CASPER,WY82601     		N/A PC General Operating Support - New Club Launch in Riverton 30,000
    BOYS & GIRLS CLUBS OF PUEBLO COUNTY
    635 W CORONA AVE STE 201
    PUEBLO,CO81004     		N/A PC Academic Success and Workforce Development Initiative 25,000
    BOYS AND GIRLS CLUB OF LA PLATA COUNTY INC
    2750 MAIN AVE
    DURANGO,CO81301     		N/A PC General Operating Support 20,000
    BOYS AND GIRLS CLUB OF SOUTH PARK INC
    PO BOX 2167
    FAIRPLAY,CO80440     		N/A PC General Operating Support 15,000
    BOYS AND GIRLS CLUBS OF CHAFFEE COUNTY
    PO BOX 1430
    SALIDA,CO81201     		N/A PC General Operating Support 15,000
    BOYS AND GIRLS CLUBS OF METRO DENVER INC
    2017 W 9TH AVE
    DENVER,CO80204     		N/A PC General & Unrestricted 28,250
    BOYS AND GIRLS CLUBS OF METRO DENVER INC
    2017 W 9TH AVE
    DENVER,CO80204     		N/A PC Educational Programming for Denver Club Kids 30,000
    CASA OF HILL COUNTY INC
    2229 5TH AVE
    HAVRE,MT59501     		N/A PC General Operating Support 10,000
    CASA OF JEFFERSON AND GILPIN COUNTIES
    100 JEFFERSON COUNTY PKWY 1536
    GOLDEN,CO80401     		N/A PC General Operating Support 10,000
    CASA OF THE PIKES PEAK REGION INC
    418 S WEBER ST
    COLORADO SPGS,CO80903     		N/A PC Dependency and Neglect (D&N) Program 25,000
    CHILDREN HORSES & ADULTS IN PARTNERSHIP FOR THERAP
    PMB 201 1590 SUGARLAND DR STE B
    SHERIDAN,WY82801     		N/A PC General Operating Support and Endowment funding 15,000
    CHILDRENS HOSPITAL COLORADO
    13123 E 16TH AVE BOX 045
    AURORA,CO80045     		N/A PC Medical Dog Program 150,000
    CHILDRENS LITERACY CENTER INC
    2928 STRAUS LN STE 100
    COLORADO SPGS,CO80907     		N/A PC Tutoring Program 10,000
    COLORADO STATE UNIVERSITY FOUNDATION
    PO BOX 1870
    FORT COLLINS,CO80522     		N/A PC CSU Veterinary Teaching Hospital 2,500
    COLORADO STATE UNIVERSITY FOUNDATION
    PO BOX 1870
    FORT COLLINS,CO80522     		N/A PC Specialists in Training Gratitude Fund 100,000
    COMMUNITY FIRST FOUNDATION
    5855 WADSWORTH BYP STE A
    ARVADA,CO80003     		N/A PC Johnson Foundation of the Rockies Fund 40,000
    DENVER CITY LAX
    1106 COLUMBINE ST
    DENVER,CO80206     		N/A PC Summer and Fall Educational and Enrichment program 25,000
    DENVER CITY LAX
    1106 COLUMBINE ST
    DENVER,CO80206     		N/A PC General & Unrestricted 1,250
    DENVER DUMB FRIENDS LEAGUE
    2080 S QUEBEC ST
    DENVER,CO80231     		N/A PC General & Unrestricted 1,000
    DOWNTOWN AURORA VISUAL ARTS
    1405 FLORENCE ST
    AURORA,CO80010     		N/A PC General & Unrestricted 9,500
    EARLY MILESTONES COLORADO
    1536 WYNKOOP ST STE 902
    DENVER,CO80202     		N/A PC General & Unrestricted 1,000
    EARLY MILESTONES COLORADO
    1536 WYNKOOP ST STE 902
    DENVER,CO80202     		N/A PC Health & Well-Being Program 5,000
    EASTERN MONTANA CASA-GAL INC
    2201 BOX ELDER ST
    MILES CITY,MT59301     		N/A PC Provide education for aging out foster children 10,000
    FIDELITY INVESTMENTS CHARITABLE GIFT FUND
    245 SUMMER ST MZ NM43A
    BOSTON,MA02210     		N/A PC General & Unrestricted 2,500
    FIFTH JUDICAL DISTRICT VOICE FOR CHILDREN INC
    PO BOX 1464
    DILLON,MT59725     		N/A PC General Operating Support 5,000
    FILMNORTH
    550 VANDALIA ST STE 120
    SAINT PAUL,MN55114     		N/A PC The Roderick Cox Music Initiative 2,500
    FOOD BANK FOR LARIMER COUNTY
    5706 WRIGHT DR
    LOVELAND,CO80538     		N/A PC General Operating Support 20,000
    FOOD BANK OF THE ROCKIES
    10700 E 45TH AVE
    DENVER,CO80239     		N/A PC Operating Support for Work in the Wyoming Service area 20,000
    FOOD BANK OF THE ROCKIES
    10700 E 45TH AVE
    DENVER,CO80239     		N/A PC In Support of Rural Communities 40,000
    GIRLS ON THE RUN INTERNATIONAL
    804 BRITTANY DR
    CHEYENNE,WY82009     		N/A PC General Operating Support 10,000
    GIRLS ON THE RUN OF SOUTHERN IDAHO INC
    1050 FOX ACRES RD
    HAILEY,ID83333     		N/A PC General Operating Support 10,000
    GIRLS ON THE RUN OF THE GRAND VALLEY
    202 NORTH AVE SUITE 284
    GRAND JUNCTION,CO81501     		N/A PC Girls on the Run programming 10,000
    GIRLS ON THE RUN UTAH INC
    PO BOX 58337
    SALT LAKE CTY,UT84158     		N/A PC Girls on the Run Utah 2021-2022 Program and Scholarship initiative 25,000
    GIRLS ON THE RUN-IDAHO INC
    PO BOX 6812
    BOISE,ID83707     		N/A PC Camp GOTR Pilot Project 10,000
    HEART OF BOARDWALK
    709 E 12TH AVE
    DENVER,CO80203     		N/A PC General Operating Support 20,000
    HEART OF IDAHO ANIMAL SANCTUARY NP INC
    PO BOX 175
    CHALLIS,ID83226     		N/A PC General Operating Support 15,000
    HILLTOP HEALTH SERVICES CORPORATION
    1331 HERMOSA AVE
    GRAND JCT,CO81506     		N/A PC Hilltop's Family Resource Centers 20,000
    HOSPICE OF THE PLAINS INC
    100 BROADWAY ST STE 1A
    STERLING,CO80751     		N/A PC General Operating Support 25,000
    HUMANE SOCIETY OF UTAH
    4242 S 300 W
    MURRAY,UT84107     		N/A PC General Operating Support 25,000
    INTERMOUNTAIN HEALTHCARE FOUNDATION INC
    36 SOUTH STATE ST
    SALT LAKE CITY,UT84111     		N/A PC Nurse in-home visitation program for high risk families 40,000
    INTERNATIONAL HEARING DOG INC
    5901 E 89TH AVE
    HENDERSON,CO80640     		N/A PC General Operation Support 10,000
    JEFFCO ACTION CENTER INC
    PO BOX 150609
    LAKEWOOD,CO80215     		N/A PC Nutritious foods for people in need 30,000
    KIDS IN NEED OF DENTISTRY
    7190 COLORADO BLVD FLOOR 3 STE 30
    COMMERCE CITY,CO80022     		N/A PC Kids in Need of Dentistry -KINDCares 30,000
    LEE PESKY LEARNING CENTER INC
    3324 ELDER ST
    BOISE,ID83705     		N/A PC Eliminating the Educational Opportunity Gap 20,000
    MEALS ON WHEELS OF GREELEY INC
    2131 9TH ST
    GREELEY,CO80631     		N/A PC General Operating Support 20,000
    MESA YOUTH SERVICE INC
    1169 COLORADO AVE
    GRAND JCT,CO81501     		N/A PC General Operating Support 25,000
    MILE HIGH 360
    PO BOX 40160
    DENVER,CO80204     		N/A PC General Operating Support 20,000
    MIND SPRINGS FOUNDATION
    2802 GRAND AVE
    GLENWOOD SPGS,CO81601     		N/A PC General Operating Support 25,000
    MONTANA METH PROJECT
    PO BOX 8944
    MISSOULA,MT59807     		N/A PC Montana Meth Project- 2022 ASK Me Campaign with Meth prevention lesson updates 25,000
    NATIONAL FOREST FOUNDATION
    BLDG 27 STE 3 FORT MISSOULA RD
    MISSOULA,MT59804     		N/A PC Colorado Wildfire Mitigation and Forest Restoration 20,000
    NATIONAL FOREST FOUNDATION
    BLDG 27 STE 3 FORT MISSOULA RD
    MISSOULA,MT59804     		N/A PC Bald Mountain Stewardship Program 30,000
    NATIONAL FOREST FOUNDATION
    BLDG 27 STE 3 FORT MISSOULA RD
    MISSOULA,MT59804     		N/A PC 2022 National Forest Foundation Conservation Connect Fellowship Program 25,000
    PROJECT ANGEL HEART
    4950 WASHINGTON ST
    DENVER,CO80216     		N/A PC General Operating 30,000
    REACH OUT AND READ COLORADO
    3705 MARTIN LUTHER KING BLVD
    DENVER,CO80205     		N/A PC General Operating Support 15,000
    RED ROCKS COMMUNITY COLLEGE FOUNDATION
    13300 W 6TH AVE
    LAKEWOOD,CO80228     		N/A PC Johnson Foundation of the Rockies Scholarship Program 30,000
    RESCUE MISSION OF SALT LAKE INC
    463 S 400 W
    SALT LAKE CTY,UT84101     		N/A PC General Operating Support 20,000
    ROARING FORK CYCLING INC
    PO BOX 2883
    BASALT,CO81621     		N/A PC General & Unrestricted 1,000
    ROCKY MOUNTAIN CHILDRENS LAW CENTER
    1325 S COLORADO BLVD STE 701
    DENVER,CO80222     		N/A PC General Operating Support 15,000
    SAFEHOUSE DENVER INC
    1649 N DOWNING ST
    DENVER,CO80218     		N/A PC General Operating Support 25,000
    SAGE SCHOOL INCORPORATED
    PO BOX 30
    HAILEY,ID83333     		N/A PC General Operating Support 20,000
    SPECIAL KIDS - SPECIAL FAMILIES INC
    1915 AEROTECH DR STE 100
    COLORADO SPGS,CO80916     		N/A PC Zach's Place for Children with Developmental Disabilities 35,000
    SUN VALLEY SKI EDUCATION FOUNDATION INC
    PO BOX 203
    SUN VALLEY,ID83353     		N/A PC Cooper Tache First Tracks Program 10,000
    TENNIS AND TUTORING PROGRAM
    951 E BERNAY CIR
    SANDY,UT84094     		N/A PC Tennis Tutoring General Operating Support 10,000
    THE INN BETWEEN
    1216 E 1300 S
    SALT LAKE CTY,UT84105     		N/A PC General Operating Support 25,000
    TRUSTEES OF DARTMOUTH COLLEGE
    6001 PARKHURST HALL STE 207
    HANOVER,NH03755     		N/A PC Athletic Director's Fund for Excellence 10,000
    TRUSTEES OF DARTMOUTH COLLEGE
    6001 PARKHURST HALL STE 207
    HANOVER,NH03755     		N/A PC Friends of Dartmouth Skiing 10,000
    TRUSTEES OF DARTMOUTH COLLEGE
    6001 PARKHURST HALL STE 207
    HANOVER,NH03755     		N/A PC Dartmouth College Fund 17,500
    TRUSTEES OF DARTMOUTH COLLEGE
    6001 PARKHURST HALL STE 207
    HANOVER,NH03755     		N/A PC to support the Dartmouth Ski Team and Dartmouth college financial aid 9,000
    TRUSTEES OF DARTMOUTH COLLEGE
    6001 PARKHURST HALL STE 207
    HANOVER,NH03755     		N/A PC General & Unrestricted 3,500
    TRUSTEES OF PHILLIPS ACADEMY
    180 MAIN ST
    ANDOVER,MA01810     		N/A PC General & Unrestricted 12,250
    TRUSTEES OF PHILLIPS ACADEMY
    180 MAIN ST
    ANDOVER,MA01810     		N/A PC Department of Athletics 20,000
    UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION - BER
    1995 UNIVERSITY AVE STE 400
    BERKELEY,CA94704     		N/A PC General & Unrestricted 1,000
    UNIVERSITY OF UTAH
    201 PRESIDENTS CIR RM 203
    SALT LAKE CTY,UT84112     		N/A PC David Eccles School of Business 8,000
    UNIVERSITY OF UTAH
    201 PRESIDENTS CIR RM 203
    SALT LAKE CTY,UT84112     		N/A PC David Eccles School of Business Education 22,500
    UTAH NORDIC ALLIANCE
    2016 E EMERSON AVE
    SALT LAKE CTY,UT84108     		N/A PC General Operating Support 15,000
    UTAH SYMPHONY & OPERA
    123 WEST S TEMPLE
    SALT LAKE CITY,UT84101     		N/A PC 2021-22 Education & Community Engagement Programs 15,000
    UTAHS FRIENDS OF CASA
    942 E 1200 N
    OREM,UT84097     		N/A PC Utah's Friends of CASA 2,500
    VOLUNTEERS FOR OUTDOOR COLORADO INC
    600 S MARION PKWY
    DENVER,CO80209     		N/A PC General Operating Support 40,000
    WELD FOOD BANK
    1108 H ST
    GREELEY,CO80631     		N/A PC General Operating Support 25,000
    WILDLAND FIREFIGHTER FOUNDATION
    2393 W AIRPORT WAY
    BOISE,ID83705     		N/A PC General Operating Support 30,000
    WORK OPTIONS FOR WOMEN
    1200 FEDERAL BLVD
    DENVER,CO80204     		N/A PC General Operating Support 30,000
    Total .................................bullet 3a 1,930,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........     		    14 501  
    4 Dividends and interest from securities ....          
    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 2,008,301  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 Inc/Loss     		    14 127,257  
    bCLASS ACTION LAWSUIT PROCEEDS     01 22  
    cROYALTY INCOME     01 89,344  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   3,062,611  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,062,611
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

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    TY 2021 DepreciationSchedule
    Name:
    Johnson Foundation of the Rockies
    EIN:
    47-4702259
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2021 GeneralExplanationAttachment
    Name:
    Johnson Foundation of the Rockies
    EIN:
    47-4702259
    Identifier Return Reference Explanation
    Form 990-PF Form 990-PF One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    Johnson Foundation of the Rockies
    EIN:
    47-4702259
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AMERICAN FUNDS EUROPACIFIC GRO 2,675,724 3,341,518
    AQR MANAGED FUTURES STRATEGY F 985,682 873,234
    ASG MNGD FUTURES STGY FD CLASS 1,000,000 921,245
    BLACKROCK MULTI-ASSET INCOME I 2,582,733 2,845,263
    DODGE & COX FUNDS INTERNATIONA 2,732,316 3,463,560
    GATEWAY FUND CLASS N 1,547,410 1,862,807
    PIMCO DIVERSIFIED INCOME FUND 1,787,314 1,815,288
    PRIMECAP ODYSSEY STOCK FUND 2,967,296 4,330,809
    SCHWAB FUNDAMENTAL US LG COMPA 3,076,002 4,434,687
    VANGUARD INDEX TR VANGUARD TOT 2,797,834 4,338,940
    VANGUARD LONG TERM TREASURY IN 1,300,646 1,399,707
    VANGUARD SHORT-TERM INFLATION- 1,333,901 1,360,978
    VANGUARD TOTAL BOND MARKET IND 4,595,146 4,662,757
    VANGUARD TOTAL INT ST IDX-AD 2,342,198 3,097,562

    TY 2021 InvestmentsOtherSchedule2
    Name:
    Johnson Foundation of the Rockies
    EIN:
    47-4702259
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CHAMPLAIN SMALL CAP FUND LLC   2,890,081 2,999,250
    PACIFIC HEDGE STRATEGIES - SPV   39,682 5,247
    THE HIGHCLERE INTL INVESTORS S   2,207,436 2,509,244
    TRUMBULL PROPERTY FUND LP   3,244,213 3,108,918
    ROYALTY INTEREST IN OIL & GAS   302,616 296,688

    TY 2021 OtherExpensesSchedule
    Name:
    Johnson Foundation of the Rockies
    EIN:
    47-4702259
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 91,292     91,292
    K-1 Exp CHAMPLAIN SMALL CAP FU 29,938 29,938    
    K-1 Exp THE HIGHCLERE INTL INV 6,386 5,521    
    K-1 Exp TRUMBULL PROPERTY FUND 21,504 21,504    
    Miscellaneous 273     273
    Postage/Delivery Service 103     103
    Registered Agent Fee 164     164
    State or Local Filing Fees 10     10


    TY 2021 OtherIncomeSchedule2
    Name:
    Johnson Foundation of the Rockies
    EIN:
    47-4702259
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Inc/Loss CHAMPLAIN SMALL CAP FUND LLC 19,062 19,062  
    K-1 Inc/Loss THE HIGHCLERE INTL INVESTORS SMALLER 79,109 79,109  
    K-1 Inc/Loss TRUMBULL PROPERTY FUND LP 29,086 29,086  
    Class Action Lawsuit Proceeds 22 22  
    Royalty Income 89,344 89,344  


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    Johnson Foundation of the Rockies
    EIN:
    47-4702259
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Appraisal Services 6,104 6,104    
    Investment Management Services 126,340 126,340    


    TY 2021 TaxesSchedule
    Name:
    Johnson Foundation of the Rockies
    EIN:
    47-4702259
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2021 17,300