Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
EL POMAR FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)10 LAKE CIRCLE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COLORADO SPRINGS, CO80906
A Employer identification number

84-6002373
B Telephone number (see instructions)

(719) 633-7733
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$678,285,974J 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) 3,400,141
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 9,832,083 9,832,083  
5a Gross rents............ 28,800 28,800  
b Net rental income or (loss) 28,800
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
10,855,359
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 10,742,032
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
List of Attached Documents:
// Content
-957,414 -1,121,448  
12 Total. Add lines 1 through 11........ 23,158,969 19,481,467  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,233,217 343,915   1,889,302
14 Other employee salaries and wages...... 3,003,200 56,851   2,946,349
15 Pension plans, employee benefits....... 2,079,667 164,359   1,915,308
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
177,450     177,450
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
54,719 10,634   44,085
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,383,845 1,200,781   183,064
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
320,000      
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
604,611 44,513  
20 Occupancy.............. 316,983 36,832   280,151
21 Travel, conferences, and meetings....... 158,319 13,418   144,901
22 Printing and publications.......... 16,733 1,232   15,501
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
567,031 55,635   511,406
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 10,915,775 1,928,170   8,107,517
25 Contributions, gifts, grants paid....... 16,259,082 16,278,510
26 Total expenses and disbursements. Add lines 24 and 25 27,174,857 1,928,170   24,386,027
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -4,015,888
b Net investment income (if negative, enter -0-) 17,553,297
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 810,222 353,518 353,518
2 Savings and temporary cash investments......... 16,902,642 29,377,737 29,377,737
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 17,536,049 Click to see attachment
List of Attached Documents:
// Content
5,336,535 		5,273,099
b Investments—corporate stock (attach schedule)....... 255,141,226 Click to see attachment
List of Attached Documents:
// Content
251,124,107 		394,754,327
c Investments—corporate bonds (attach schedule)....... 67,431,942 Click to see attachment
List of Attached Documents:
// Content
63,519,444 		63,902,302
11 Investments—land, buildings, and equipment: basis right arrow57,843
Less: accumulated depreciation (attach schedule) right arrow   57,843 Click to see attachment
List of Attached Documents:
// Content
57,843 		45,000
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 75,676,638 Click to see attachment
List of Attached Documents:
// Content
77,214,206 		131,703,134
14 Land, buildings, and equipment: basis right arrow30,322,304
Less: accumulated depreciation (attach schedule) right arrow11,459,765 16,305,255 Click to see attachment
List of Attached Documents:
// Content
18,862,539 		52,581,857
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
295,000 		Click to see attachment
List of Attached Documents:
// Content
295,000 		Click to see attachment
List of Attached Documents:
// Content
295,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 450,156,817 446,140,929 678,285,974
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 450,156,817 446,140,929
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 450,156,817 446,140,929
30 Total liabilities and net assets/fund balances (see instructions). 450,156,817 446,140,929
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
450,156,817
2
Enter amount from Part I, line 27a .....................
2
-4,015,888
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
446,140,929
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
446,140,929
Form 990-PF (2023)
Form 990-PF (2023)
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.)
1a
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
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
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 10,742,032
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
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 right arrow 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) 1 243,991
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........................... 3 243,991
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- ..... 5 243,991
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 394,885
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d 36
7 Total credits and payments. Add lines 6a through 6d.............. 7 394,921
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 150,930
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow150,930 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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
Yes
 
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrow
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowWWW.ELPOMAR.ORG
14
The books are in care ofright arrowELAINE MARTINEZ Telephone no.right arrow (719) 633-7733

Located atright arrow10 LAKE CIRCLECOLORADO SPRINGSCO ZIP+4right arrow80906
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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)
Yes
 
(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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
1d
 
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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
Yes
 
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
3b
 
No
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
WILLIAM J HYBL CHAIRMAN
40.00 		159,273 41,964 0
10 LAKE CIRCLE
COLORADO SPRINGS,CO80906
WILLIAM R WARD TRUSTEE
5.00 		33,000 0 0
10 LAKE CIRCLE
COLORADO SPRINGS,CO80906
KYLE H HYBL PRES & CEO
40.00 		432,863 78,693 0
10 LAKE CIRCLE
COLORADO SPRINGS,CO80906
R THAYER TUTT JR CIO, VCHAIR
40.00 		407,633 66,094 0
10 LAKE CIRCLE
COLORADO SPRINGS,CO80906
DAVID J PALENCHAR VICE CHAIR
8.00 		70,125 0 0
10 LAKE CIRCLE
COLORADO SPRINGS,CO80906
JUDITH BELL TRUSTEE
6.00 		20,500 0 0
10 LAKE CIRCLE
COLORADO SPRINGS,CO80906
NECHIE HALL TRUSTEE
6.00 		54,000 0 0
10 LAKE CIRCLE
COLORADO SPRINGS,CO80906
ANDREA ARAGON TRUSTEE
6.00 		47,000 0 0
10 LAKE CIRCLE
COLORADO SPRINGS,CO80906
MATTHEW J CARPENTER COO, SEC
40.00 		302,440 71,567 0
10 LAKE CIRCLE
COLORADO SPRINGS,CO80906
ERIK ESTRADA TRUSTEE
6.00 		33,667 0 0
10 LAKE CIRCLE
COLORADO SPRINGS,CO80906
COLONEL GAIL COLVIN TRUSTEE
5.00 		0 0 0
10 LAKE CIRCLE
COLORADO SPRINGS,CO80906
MIKE EDMONDS TRUSTEE
5.00 		27,667 0 0
10 LAKE CIRCLE
COLORADO SPRINGS,CO80906
AMY HUMBLE TRUSTEE
5.00 		24,000 0 0
10 LAKE CIRCLE
COLORADO SPRINGS,CO80906
EMILY ROBINSON TRUSTEE
5.00 		24,000 0 0
10 LAKE CIRCLE
COLORADO SPRINGS,CO80906
ELAINE MARTINEZ CFO, TREAS
40.00 		249,630 63,057 0
10 LAKE CIRCLE
COLORADO SPRINGS,CO80906
MAUREEN LAWRENCE SVP, GENCOUN
40.00 		232,148 54,047 0
10 LAKE CIRCLE
COLORADO SPRINGS,CO80906
NICOLE MAGIC VP HR
40.00 		115,271 25,490 0
10 LAKE CIRCLE
COLORADO SPRINGS,CO80906
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
JOAN SHIELDS SVP LEADERSH
40.00 		132,104 43,743  
10 LAKE CIRCLE
COLORADO SPRINGS,CO80906
MICHAEL BUTH VP OF HISTOR
40.00 		120,305 51,182  
10 LAKE CIRCLE
COLORADO SPRINGS,CO80906
STELLA HODGKINS SVP OUTREACH
40.00 		118,307 37,990  
10 LAKE CIRCLE
COLORADO SPRINGS,CO80906
DAVID MILLER VP IT
40.00 		114,758 41,512  
10 LAKE CIRCLE
COLORADO SPRINGS,CO80906
CONNIE RICKARD ASST. CONTRO
40.00 		118,527 36,822  
10 LAKE CIRCLE
COLORADO SPRINGS,CO80906
Total number of other employees paid over $50,000...................right arrow 21
Form 990-PF (2023)
Form 990-PF (2023)
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
LOOMIS SAYLES & COMPANY INVESTMENT MGR 489,491
PO BOX 7247-6804
PHILADELPHIA,PA19170
MONARCH PARTNERS ASSET MANAGEMENT INVESTMENT MGR 181,011
77 SLEEPER STREET
BOSTON,MA02110
NORRIS PENROSE EVENT CENTER CATERING SVCS 174,304
1045 LOWER GOLD CAMP ROAD
COLORADO SPRINGS,CO80905
EARNEST PARTNERS LLC INVESTMENT MGR 123,869
1180 PEACHTREE STREET NE STE 2300
ATLANTA,GA30309
CAPFINANCIAL PARTNERS INVESTMENT ADV 116,767
PO BOX 896952
CHARLOTTE,NC28289
Total number of others receiving over $50,000 for professional services.............right arrow7
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 NONPROFIT EFFECTIVENESS AND RECOGNITION PROGRAMS DESIGNED TO ASSIST, AND GIVE PUBLIC RECOGNITION TO, NONPROFIT ORGANIZATIONS IN THEIR EFFORTS TO BE MORE EFFECTIVE THROUGH BETTER USE OF THEIR RESOURCES, PLANNING FOR THEIR FUTURE, AND PLANNING FOR THE FUTURE OF THEIR COMMUNITIES. PROGRAMS INCLUDE: PENROSE HOUSE CONFERENCE CENTER, AWARDS FOR EXCELLENCE, JULIE PENROSE AWARD, ROCKY MOUNTAIN TAX SEMINAR, PENROSE ORGANIZATIONAL AND PROFESSIONAL LEADERSHIP EXPERIENCE, AND NONPROFIT OFFICE ASSISTANCE. 1,508,319
2 LEADERSHIP DEVELOPMENT AND COMMUNITY SERVICE PROGRAMS DESIGNED TO SHAPE AND ENCOURAGE THOSE WHO ARE AND THOSE WHO WILL BECOME THE NEXT GENERATION OF LEADERS IN OUR COMMUNITIES AND INSTITUTIONS AND TO INSTILL WITHIN EACH THE VALUE AND PRIVILEGE OF BEING CONNECTED TO THEIR COMMUNITY IN SERVICE TO OTHERS. PROGRAMS INCLUDE: EL POMAR FELLOWSHIP, EL POMAR INTERNSHIP, FORUM FOR CIVIC ADVANCEMENT, ELEVATING LEADERSHIP DEVELOPMENT PROGRAM, PIKES PEAK HERITAGE SERIES, AND LAND PRESERVATION. 2,207,086
3 COMMUNITY OUTREACH AND ENGAGEMENT REGIONAL PARTNERSHIP PROGRAM PROVIDES OPPORTUNITIES TO IDENTIFY AND REACH OUT TO UNDERSERVED POPULATIONS THROUGHOUT THE STATE OF COLORADO. THE FOUNDATION ENCOURAGES THOSE CLOSEST TO LOCAL PROBLEMS AND ISSUES TO ACTIVELY ASSIST IN TARGETING ITS RESOURCES AND PROGRAMS. 801,029
4 HISTORICAL PROPERTIES THE FOUNDATION OPERATES AND PRESERVES TWO SIGNIFICANT HISTORICAL AND EDUCATIONAL PROPERTIES (WILL ROGERS SHRINE OF THE SUN AND PENROSE HERITAGE MUSEUM) WHICH SPENCER AND JULIE PENROSE BUILT DURING THEIR LIFETIMES AND LEFT AS A PERPETUAL LEGACY TO THE FUTURE INHABITANTS AND VISITORS TO THE PIKES PEAK REGION. 1,343,127
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 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
550,572,229
b
Average of monthly cash balances.......................
1b
15,894,105
c
Fair market value of all other assets (see instructions)................
1c
41,445,000
d
Total (add lines 1a, b, and c).........................
1d
607,911,334
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
 
3
Subtract line 2 from line 1d.........................
3
607,911,334
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
9,118,670
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
598,792,664
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
29,939,633
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
29,939,633
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
243,991
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
22,572
c
Add lines 2a and 2b............................
2c
266,563
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
29,673,070
4
Recoveries of amounts treated as qualifying distributions................
4
19,428
5
Add lines 3 and 4............................
5
29,692,498
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
29,692,498
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
24,386,027
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
2,264,813
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
26,650,840
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 29,692,498
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 21,631,771
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 26,650,840
a Applied to 2022, but not more than line 2a 21,631,771
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 2023 distributable amount..... 5,019,069
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023.    
(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  
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		24,673,429
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
BOARD OF TRUSTEES EL POMAR FOUNDAT
10 LAKE CIRCLE
COLORADO SPRINGS,CO80906
(719) 633-7733
bThe form in which applications should be submitted and information and materials they should include:
GRANT APPLICATIONS CAN BE MADE ONLINE. GRANT PROPOSALS SHOULD INCLUDE: - THE NAME AND ADDRESS OF THE TAX EXEMPT ORGANIZATION AND CONTACT INFORMATION; - A BRIEF HISTORY OF THE ORGANIZATION, ITS MISSION, PRINCIPLE PROGRAMS, AND ACCOMPLISHMENTS; - A CONCISE STATEMENT DESCRIBING THE PURPOSE OF THE REQUEST AND REQUESTED; - THREE MOST RECENT YEARS OF FINANCIAL STATEMENTS, PREFERABLY AUDITED; - A CURRENT YEAR BUDGET, INCLUDING REVENUE AND EXPENSES; - A LIST OF THE GOVERNING BODY MEMBERS; - A STATEMENT OF WHETHER AID HAS BEEN SOUGHT DURING THE PRECEDING THREE YEARS FROM OTHER FOUNDATIONS FOR SUPPORT OF YOUR NONPROFIT ORGANIZATION; - IF APPROPRIATE, ENDORSEMENT OF OUTSIDE AUTHORITIES AND COPIES OF REGULATORY AGENCY APPROVALS; - UP TO TWO PICTURES (PHOTOGRAPHS, ARCHITECTURAL RENDERINGS, IMAGES FROM AN EXISTING PUBLICATION, ETC.) THAT PORTRAY THE SPECIFIC PROJECT OR GENERAL OPERATIONS OF THE ORGANIZATION; FOR ADDITIONAL EXPLANATION SEE WEBSITE AT WWW.ELPOMAR.ORG
cAny submission deadlines:
NONE.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE.
Form 990-PF (2023)
Form 990-PF (2023)
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

SEE ATTACHED STATEMENT

10 LAKE CIRCLE
COLORADO SPRINGS,CO80906 		    SEE ATTACHED STATEMENT 16,278,510
Total .................................right arrow 3a 16,278,510
bApproved for future payment

SEE ATTACHED STATEMENT
10 LAKE CIRCLE
COLORADO SPRINGS,CO80906 		    SEE ATTACHED STATEMENT 8,611,003
Total ................................. right arrow 3b 8,611,003
Form 990-PF (2023)
Form 990-PF (2023)
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
aREGISTRATION FEES - ROCKY         147,700
bMOUNTAIN TAX SEMINAR          
cREGISTRATION FEES - PENROSE         9,000
dORGANIZATIONAL AND          
ePROFESSIONAL LEADERSHIP          
fEXPERIENCE          
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 9,832,083  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 28,800  
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 7,334  
8 Gain or (loss) from sales of assets other than
inventory ............ 		523000 113,327 18 10,742,032  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPARTNERSHIP LOSS 		    14 -1,128,782  
bADAMS STREET PARTNERS 523000 -3,452      
cHORSLEY BRIDGE PARTNERS 523000 3,281      
dMESIROW PRIVATE EQUITY 523000 -8,220      
eMONARCH CAPITAL PARTNERS 523000 -64,795      
fOHA CREDIT SOLUTIONS 523000 80,451      
gSIGULER GUFF PARTNERS 523000 -50      
hENTERPRISE PRODUCTS PARTNER 523000 -24,317      
iENTERPRISE PRODUCT PARTNERS         24,317
jOTHER INCOME     14 119  
12 Subtotal. Add columns (b), (d), and (e) .. 96,225 19,481,586 181,017
13Total. Add line 12, columns (b), (d), and (e)..................
13
19,758,828
(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.)
1A THE FOUNDATION SPONSORS THE ROCKY MOUNTAIN TAX SEMINAR
1A FOR PRIVATE FOUNDATIONS. THIS SEMINAR IS DESIGNED FOR
1A TRUSTEES / DIRECTORS, OFFICERS, AND FOUNDATION MANAGERS
1A AND PROVIDES CUTTING EDGE INFORMATION TO ASSIST THEM IN
1A MAKING CRITICAL CHOICES.
1C THE FOUNDATION PROVIDES A FOUR DAY PROGRAM
1C WITH THE CENTER FOR CREATIVE LEADERSHIP FOR EXECUTIVE
1C TRAINING SESSIONS FOR ORGANIZATIONAL LEADERS ACROSS
1C COLORADO.
Form 990-PF (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
EL POMAR FOUNDATION
 
Employer identification number

84-6002373
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
EL POMAR FOUNDATION
  		Employer identification number
84-6002373
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
BARBARA INGERSOLL MARITAL TRUST
830 TENDERFOOT HILL ROAD SUITE 200
 
COLORADO SPRINGS, CO80906

$ 3,375,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
PENROSE TRUST - END OF THE TRAIL
10 LAKE CIRCLE
 
COLORADO SPRINGS, CO80906

$ 19,740


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
SALLY BECK FOUNDATION
PO BOX 98
 
YAMPA, CO80906

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
EL POMAR FOUNDATION
  		Employer identification number

84-6002373
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 INGERSOLL PROPERTY $ 897,080 2023-02-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
EL POMAR FOUNDATION
  		Employer identification number

84-6002373
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
EL POMAR FOUNDATION
EIN:
84-6002373
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
KUNDINGER, CORDER & MONTOYA, P.C 53,169 10,634   42,535
FORVIS 1,550     1,550

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

TY 2023 DepreciationSchedule
Name:
EL POMAR FOUNDATION
EIN:
84-6002373
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
DEPRECIATION     576,652     604,611 44,513    

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

TY 2023 GainLossSaleOtherAssetsSch
Name:
EL POMAR FOUNDATION
EIN:
84-6002373
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
ADAMS STREET PARTNERSHIPS   PURCHASE     6       6  
ADAMS STREET PARTNERSHIPS   PURCHASE     17       17  
HORSLEY BRIDGE PARTNERSHIPS   PURCHASE       30     -30  
HORSLEY BRIDGE PARTNERSHIPS   PURCHASE     403       403  
MESIROW FINANCIAL EQUITY   PURCHASE     7,612       7,612  
MONARCH CAPITAL PARTNERS   PURCHASE     37,720       37,720  
MONARCH CAPITAL PARTNERS   PURCHASE     46,606       46,606  
OHA CREDIT SOLUTIONS   PURCHASE     20,993       20,993  

TY 2023 InvestmentsCorpBondsSchedule
Name:
EL POMAR FOUNDATION
EIN:
84-6002373
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS MANAGED BY EL POMAR 28,003,782 27,849,863
IR&M SHORT DIVERSIFIED INC. 34,453,949 35,007,853
FOREIGN BONDS 1,061,713 1,044,586

TY 2023 InvestmentsCorpStockSchedule
Name:
EL POMAR FOUNDATION
EIN:
84-6002373
Name of Stock End of Year Book Value End of Year Fair Market Value
EQUITIES MANAGED BY EL POMAR 34,935,633 124,612,406
MONARCH PARTNERS    
LOOMIS SAYLES 46,836,303 60,667,172
DODGE & COX 57,682,105 71,955,479
EARNEST PARTNERS 50,967,305 57,925,581
AMERICAN FUNDS EUROPACIFIC 26,059,196 40,054,902
CAUSEWAY INTERNATIONAL 14,144,702 18,475,915
ARTISAN INTERNATIONAL 10,306,131 9,476,210
WCM INTERNATIONAL 10,192,732 11,586,662

TY 2023 InvestmentsGovtObligationsSch
Name:
EL POMAR FOUNDATION
EIN:
84-6002373
US Government Securities - End of Year Book Value:

5,336,535
US Government Securities - End of Year Fair Market Value:

5,273,099
State & Local Government Securities - End of Year Book Value:


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


 


TY 2023 InvestmentsLandSchedule2
Name:
EL POMAR FOUNDATION
EIN:
84-6002373
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
MINERAL INTERESTS 57,595   57,595 40,000
MINING CLAIMS 248   248 5,000

TY 2023 InvestmentsOtherSchedule2
Name:
EL POMAR FOUNDATION
EIN:
84-6002373
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
GARDEN CITY COMPANY AT COST 10,380,000 41,400,000
HORSLEY BRIDGE PARTNERSHIPS AT COST 13,298,436 27,174,876
FARALLON CAPITAL AT COST 14,643,443 15,936,361
SIGULER GUFF BUYOUT FUNDS AT COST 11,089,645 15,134,776
VERITAS CAPITAL FUNDS AT COST 3,386,633 7,234,486
FORESTER FUND AT COST 531,975 602,799
ABERDEEN INSTITUTIONAL FUND AT COST 7,507,021 6,530,979
PRISA II AT COST 5,891,993 6,892,968
MONARCH CAPITAL PARTNERS AT COST 4,692,316 5,161,402
ADAMS STREET PARTNERSHIPS AT COST 1,668,175 1,135,944
MESIROW PRIVATE EQUITY FUND AT COST 368,739 264,044
WHITEHALL INTERNATIONAL REAL ESTATE AT COST 229,981 23,745
OHA CREDIT SOLUTIONS FUND II AT COST 2,963,103 3,429,306
BERTRAM CAPITAL PARTNERS V AT COST 562,746 781,448

TY 2023 LandEtcSchedule2
Name:
EL POMAR FOUNDATION
EIN:
84-6002373
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
PENROSE HOUSE CAMPUS 14,033,476 7,591,379 6,442,097 19,684,000
INGERSOLL PROPERTY 897,080   897,080 897,080
2 PENROSE BLVD 2,004,805   2,004,805 4,451,611
OFFICE BUILDING 1,832,322 1,269,744 562,578 3,260,000
PENROSE HERITAGE MUSEUM 5,417,539 1,586,795 3,830,744 4,994,986
SHRINE BUILDING, SOUND SYSTEM 737,906 368,652 369,254 6,788,000
FURNITURE AND EQUIPMENT 910,132 643,195 266,937 290,759
ART COLLECTION 733,822   733,822 8,396,199
ST. JUDE SHRINE       64,000
LITTLE TURKEY CREEK OPEN SPACE 3,755,222   3,755,222 3,755,222


TY 2023 LegalFeesSchedule
Name:
EL POMAR FOUNDATION
EIN:
84-6002373
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
KIRTON MCCONKIE 21,322     21,322
SHERMAN & HOWARD LLC 25,901     25,901
SPARKS WILLSON, P.C. 12,947     12,947
WILMER CUTLER PICKERING HALE & D 114,953     114,953
MONSON, CUMMINS & SHOHET, LLC 1,872     1,872
CARLSON, HAMMOND & PADDOCK, LLC 455     455


TY 2023 OtherAssetsSchedule
Name:
EL POMAR FOUNDATION
EIN:
84-6002373
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PROGRAM RELATED INVESTMENTS 295,000 295,000 295,000


TY 2023 OtherExpensesSchedule
Name:
EL POMAR FOUNDATION
EIN:
84-6002373
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
CONTRACT LABOR 55,025     55,025
REPAIRS AND MAINTENANCE 166,943 13,666   153,277
AUTO EXPENSE 13,795 1,015   12,780
SUPPLIES AND POSTAGE 23,438 1,276   22,162
TELEPHONE 46,484 3,713   42,771
MILEAGE AND PARKING 17,783 1,701   16,082
DUES AND SUBSCRIPTIONS 45,012 8,972   36,040
INSURANCE 196,677 21,944   174,733
LAND PRESERVATION -500,000     -500,000
MISCELLANEOUS EXPENSE 42,072 3,348   38,734
SPECIAL EVENTS 459,802     459,802


TY 2023 OtherIncomeSchedule2
Name:
EL POMAR FOUNDATION
EIN:
84-6002373
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
REGISTRATION FEES - ROCKY 147,700    
REGISTRATION FEES - PENROSE 9,000    
TEPPCO OIL ROYALTIES 7,334 7,334  
PARTNERSHIP LOSS -1,128,782 -1,128,782  
ADAMS STREET PARTNERS -3,452    
HORSLEY BRIDGE PARTNERS 3,281    
MESIROW PRIVATE EQUITY -8,220    
MONARCH CAPITAL PARTNERS -64,795    
OHA CREDIT SOLUTIONS 80,451    
SIGULER GUFF PARTNERS -50    
ENTERPRISE PRODUCTS PARTNERS -24,317    
ENTERPRISE PRODUCT PARTNERS 24,317    
OTHER INCOME 119    


TY 2023 OtherProfessionalFeesSchedule
Name:
EL POMAR FOUNDATION
EIN:
84-6002373
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
NEW YORK STOCK EXCHANGE, INC. 816 816    
BLOOMBERG FINANCE 50,327 50,327    
CAPTRUST WEALTH MANAGEMENT 116,767 116,767    
WCM INTERNATIONAL FUND 133,351 133,351    
LOOMIS SAYLES & COMPANY 489,491 489,491    
MONARCH PARTNERS ASSET MGMT 181,011 181,011    
EARNEST PARTNERS, LLC 123,869 123,869    
NORTHERN TRUST 92,297 92,297    
HOULTON AUDIO AND VIDEO 2,630     2,630
COMPASS SURVEYING AND MAPPING 254     254
HUNT PROPERTY INSPECTIONS 240     240
GEOSYNTEC CONSULTANTS, INC. 5,357     5,357
TAYLOR ARCHITECTURE & DESIGN 4,583     4,583
HULTGREN VALUATION GROUP 1,950     1,950
STOCKMAN KAST & RYAN 12,852 12,852    
PREMIER PLAN CONSULTANTS 750     750
NFP RETIREMENT INC. 750     750
VIVA MARKETING AND CONSULTING 4,270     4,270
NTIVIA FORMERLY NAVAKAI, INC. 62,530     62,530
VOELKER RESEARCH 2,280     2,280
IT360, INC. 9,836     9,836
PEOB CONSULTING, LLC 63,000     63,000
GREG LEWICKI AND ASSOCIATES 8,600     8,600
LAND DEVELOPMENT CONSULTANTS 13,809     13,809
GBSM INC. 2,225     2,225


TY 2023 TaxesSchedule
Name:
EL POMAR FOUNDATION
EIN:
84-6002373
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
2023 ESTIMATED EXCISE TAX PAID 300,000      
2023 ESTIMATED INCOME TAX PAID 20,000