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
MERLE CHAMBERS FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)1685 S COLORADO BLVD UNIT S 517
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DENVER, CO80222
A Employer identification number

84-0929410
B Telephone number (see instructions)

(303) 839-4608
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$50,215,573J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 805,367 805,367  
5a Gross rents............ 1 1  
b Net rental income or (loss) 1
6a Net gain or (loss) from sale of assets not on line 10 906,967
b Gross sales price for all assets on line 6a 1,484,343
7 Capital gain net income (from Part IV, line 2)... 906,967
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
168,322 168,322  
12 Total. Add lines 1 through 11........ 1,880,657 1,880,657  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
19,214     19,214
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
36,196 28,226   7,970
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
22,388 388    
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
861,719    
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
469,167     469,167
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,408,684 28,614   496,351
25 Contributions, gifts, grants paid....... 10,332,960 10,332,960
26 Total expenses and disbursements. Add lines 24 and 25 11,741,644 28,614   10,829,311
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -9,860,987
b Net investment income (if negative, enter -0-) 1,852,043
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.............      
2 Savings and temporary cash investments......... 5,761,802 4,203,842 4,203,842
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)      
b Investments—corporate stock (attach schedule)....... 4,953,895 Click to see attachment
List of Attached Documents:
// Content
1,803,095 		2,650,065
c Investments—corporate bonds (attach schedule)....... 12,882,768 Click to see attachment
List of Attached Documents:
// Content
13,474,132 		13,337,134
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,843,306 Click to see attachment
List of Attached Documents:
// Content
961,434 		920,902
14 Land, buildings, and equipment: basis right arrow33,914,892
Less: accumulated depreciation (attach schedule) right arrow4,811,262 29,965,349 Click to see attachment
List of Attached Documents:
// Content
29,103,630 		29,103,630
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 59,407,120 49,546,133 50,215,573
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...........    
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 59,407,120 49,546,133
29 Total net assets or fund balances (see instructions)..... 59,407,120 49,546,133
30 Total liabilities and net assets/fund balances (see instructions). 59,407,120 49,546,133
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
59,407,120
2
Enter amount from Part I, line 27a .....................
2
-9,860,987
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
49,546,133
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
49,546,133
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.)
1 a NITORUM OFFSHORE FUND P    
b VANGUARD P    
c SPYGLASS GROWTH FUND P    
d COATUE OFFSHORE FUND P    
e HINDMAN AUCTIONS P    
JENSEN QUALITY GROWTH P    
DAVIDSON KEMPNER INSTITUTIONAL P    
SHERIDAN SQUARE OFFSHORE FUND P    
BRINSON P    
MHR INSTITUTIONAL P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a     2,630 -2,630
b 148,139     148,139
c     462,264 -462,264
d 855,800     855,800
e 942     942
385,454     385,454
    86,616 -86,616
    11,910 -11,910
    13,956 -13,956
2,517     2,517
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       -2,630
b       148,139
c       -462,264
d       855,800
e       942
      385,454
      -86,616
      -11,910
      -13,956
      2,517
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 2 906,967
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 25,743
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 25,743
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 25,743
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 24,265
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 29,265
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 3,522
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow3,522 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
 
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:
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 arrowCO
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 Click to see list of attachments
List of Attached Documents:
// Content
.............
11
Yes
 
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 arrowCHAMBERSFUND.ORG
14
The books are in care ofright arrowJOEL OURS Telephone no.right arrow (303) 839-4608

Located atright arrow50 S STEELE ST SUITE 325DENVERCO ZIP+4right arrow80209
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)
 
No
(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
 
No
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
 
 
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
MERLE C CHAMBERS CHAIR/PRESID
12.00 		0 0 0
50 S STEELE STREET SUITE 325
DENVER,CO80209
SALLY LEIBBRANDT TREASURER
3.00 		0 0 0
50 S STEELE STREET SUITE 325
DENVER,CO80209
KATHARINE ARNOLD SECRETARY
3.00 		0 0 0
50 S STEELE STREET SUITE 325
DENVER,CO80209
DONALD HOPKINS DIRECTOR
0.50 		0 0 0
50 S STEELE STREET SUITE 325
DENVER,CO80209
MARLA WILLIAMS DIRECTOR
0.50 		0 0 0
50 S STEELE STREET SUITE 325
DENVER,CO80209
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow  
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
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 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
21,389,546
b
Average of monthly cash balances.......................
1b
3,850,441
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
25,239,987
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
25,239,987
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
378,600
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
24,861,387
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,243,069
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
1,243,069
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
25,743
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
25,743
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,217,326
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,217,326
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
1,217,326
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
10,829,311
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
10,829,311
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 1,217,326
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019...... 138,065
c From 2020...... 1,314,578
d From 2021...... 3,223,489
e From 2022...... 8,465,121
f Total of lines 3a through e ........ 13,141,253
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 10,829,311
a Applied to 2022, but not more than line 2a  
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..... 1,217,326
e Remaining amount distributed out of corpus 9,611,985
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 22,753,238
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 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
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 ...... 		22,753,238
10 Analysis of line 9:
a Excess from 2019.... 138,065
b Excess from 2020.... 1,314,578
c Excess from 2021.... 3,223,489
d Excess from 2022.... 8,465,121
e Excess from 2023.... 9,611,985
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 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 (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

THE 19TH NEWS

3571 FAR WEST BLVD 3497
AUSTIN,TX78731 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 100,000

9TO5 COLORADO NATIONAL ASSOCIATION

4130 TEJON STREET UNIT A
DENVER,CO80218 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 75,000

ALLIANCE FOR YOUTH ORGANIZING

915 5TH STREET NW
WASHINGTON,DC20001 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 100,000

ALPHA PHI FOUNDATION

PO BOX 7410667
CHICAGO,IL606740667 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 1,000

AMERICAN INDEPENDENT FOUNDATION

800 MAINE AVE SW STE 500
WASHINGTON,DC200242866 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 50,000

THE ASPEN INSTITUTE

2300 N STREET NW 700
WASHINGTON,DC200371122 		NONE PC ASCEND AT THE ASPEN INSTITUTE (MULTI 50,000

ASPEN MUSIC FESTIVAL AND SCHOOL

225 MUSIC SCHOOL ROAD
ASPEN,CO81611 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 5,000

BALLOT INITIATIVE STRATEGY CENTER
FOUNDATION
1660 L STREET NW
WASHINGTON,DC200365747 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 100,000

THE BELL POLICY CENTER

303 EAST 17TH AVE
DENVER,CO80203 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 150,000

THE BELL POLICY CENTER

303 EAST 17TH AVE
DENVER,CO80203 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 500,000

BOYS HOPE GIRLS HOPE

3090 SOUTH JAMAICA COURT
AURORA,CO80014 		NONE PC GENERAL SUPPORT 250

CENTER FOR AFRICAN AMERICAN HEALTH

3350 HUDSON STREET
DENVER,CO80207 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 25,000

CENTER FOR TECHNOLOGY AND CIVIC
LIFE
303 EAST WACKER DRIVE
CHICAGO,IL60601 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 150,000

CENTRAL CITY OPERA HOUSE ASSOC

PO BOX 1212
WHEAT RIDGE,CO80034 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 1,000

CHINOOK FUND

1031 33RD STREET
DENVER,CO80205 		NONE PC COFIE 2023 SILVER SPONSOR 3,000

CIVIC NATION

1156 15TH ST NW
SUITE 1000
WASHINGTON,DC20005 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 100,000

CLEO PARKER ROBINSON DANCE

119 PARK AVENUE WEST
DENVER,CO80205 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 10,000

CLEO PARKER ROBINSON DANCE

119 PARK AVENUE WEST
DENVER,CO80205 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 250,000

COBALT FOUNDATION

PO BOX 22485
DENVER,CO802220485 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 100,000

COBALT FOUNDATION

PO BOX 22485
DENVER,CO802220485 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 200,000

COLORADO BALLET

1075 SANTA FE DRIVE
DENVER,CO80204 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 10,000

COLORADO CENTER ON LAW AND POLICY

789 SHERMAN STREET
DENVER,CO80203 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 50,000

COLORADO CHILDREN'S CAMPAIGN

1700 BROADWAY 840
DENVER,CO80290 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 75,000

COLORADO CIVIC ENGAGEMENT
ROUNDTABLE
1120 LINCOLN SUITE 900
DENVER,CO80203 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 100,000

COLORADO FISCAL INSTITUTE

110 16TH STREET MALL
DENVER,CO80202 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 75,000

COLORADO IMMIGRANT RIGHTS COALITION

2525 WEST ALAMEDA AVENUE
DENVER,CO80219 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 50,000

COLORADO LATINO LEADERSHIP
ADVOCACY & RESEARCH ORG
345 S GROVE STREET
DENVER,CO80219 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 50,000

COLORADO NEWS COLLABORATIVE (COLAB)

PO BOX 40866
DENVER,CO802040866 		NONE PC GENERAL SUPPORT 2,500

COLORADO ORGANIZATION FOR LATINA
OPP AND REPRODUCTIVE RIGHTS
PO BOX 40991
DENVER,CO80204 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 75,000

COLORADO PUBLIC RADIO

BRIDGES BROADCAST CENTER
7409 S ALTON COURT
CENTENNIAL,CO80112 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 40,000

COLORADO PUBLIC RADIO

BRIDGES BROADCAST CENTER
7409 S ALTON COURT
CENTENNIAL,CO80112 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 100,000

COLORADO SYMPHONY ASSOCIATION

BOETTCHER CONCERT HALL
1000 14TH STREET NO 15
DENVER,CO80202 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 10,000

COLORADO SYMPHONY ASSOCIATION

BOETTCHER CONCERT HALL
1000 14TH STREET NO 15
DENVER,CO80202 		NONE PC IN HONOR OF 100TH SEASON 100,000

COLORADO SYMPHONY ASSOCIATION

BOETTCHER CONCERT HALL
1000 14TH STREET NO 15
DENVER,CO80202 		NONE PC IN HONOR OF JULIE RUBSAM 1,000

COMMUNITIES FOUNDATION OF OKLAHOMA

801 NW 63RD STREET
OKLAHOMA CITY,OK73116 		NONE PC WFO OPERATING SUPPORT (MULTI-YEAR) 50,000

COMMUNITIES FOUNDATION OF OKLAHOMA

801 NW 63RD STREET
OKLAHOMA CITY,OK73116 		NONE PC WOMEN'S FUND ENDOWMENT 500,000

COMMUNITY RESOURCE CENTER

303 EAST 17TH AVENUE
DENVER,CO80203 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 75,000

COMPASSION & CHOICES

101 SW MADISON STREET
PORTLAND,OR97207 		NONE PC THE JAREN DUCKER COLORADO ACCESS AND 750

CURIOUS THEATRE COMPANY

1080 ACOMA STREET
DENVER,CO802044035 		NONE PC IN HONOR OF SUSAN & JEREMY SHAMOS 2,000

DENVER ART MUSEUM

100 WEST 14TH AVENUE PARK
DENVER,CO80204 		NONE PC DIRECTOR OF EQUITY AND EMPLOYEE EXPE 125,000

DENVER ART MUSEUM

100 WEST 14TH AVENUE PARK
DENVER,CO80204 		NONE PC FELLOWSHIP ENDOWMENT FUND 500,000

DWELLINGSNOW INC

19504 24TH AVE W
LYNWOOD,WA98036 		NONE PC MOUNTAIN VALLEY TEAM BUILD 500

FAITH IN ACTION NETWORK

1616 P STREET NW
WASHINGTON,DC20036 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 25,000

FAITH IN PUBLIC LIFE INC

PO BOX 33668
WASHINGTON,DC20033 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 25,000

FORGOTTEN FELINES RESCUE

3124 S PARKER ROAD
AURORA,CO800146215 		NONE PC GENERAL SUPPORT 500

GLOBAL FUND FOR WOMEN

800 MARKET STREET
SAN FRANCISCO,CA94102 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 50,000

GOODWILL OF COLORADO

1460 GARDEN OF THE GODS
COLORADO SPRINGS,CO80907 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 2,500

HOPEWELL FUND

1201 CONNECTICUT AVENUE
WASHINGTON,DC20036 		NONE PC PIPELINE EDUCATION FUND (MULTI-YEAR) 50,000

HOPEWELL FUND

1201 CONNECTICUT AVENUE
WASHINGTON,DC20036 		NONE PC GALVANIZE USA (MULTI-YEAR) 100,000

INTERFAITH ALLIANCE OF COLORADO

1373 GRANT STREET
DENVER,CO80203 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 25,000

INTERFAITH ALLIANCE OF COLORADO

1373 GRANT STREET
DENVER,CO80203 		NONE PC GENERAL SUPPORT 5,000

ISSUE ONE

1401 K STREET NW
WASHINGTON,DC20005 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 50,000

LATINA INITIATIVE COLORADO

6154 FLATTOP STREET
GOLDEN,CO80403 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 50,000

MI FAMILIA VOTA EDUCATION FUND

3030 NORTH CENTRAL AVENUE
PHOENIX,AZ85012 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 25,000

MOMSRISING EDUCATION FUND

12011 NE BEL RED RD
BELLEVUE,WA98005 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 100,000

MONTANA COMMUNITY FOUNDATION

33 S LAST CHANCE GULCH
HELENA,MT59601 		NONE PC WFM ENDOWMENT CHALLENGE MATCH (MULTI 200,000

MONTANA COMMUNITY FOUNDATION

33 S LAST CHANCE GULCH
HELENA,MT59601 		NONE PC SUPPORT FOR WFM ENDOWMENT CAMPAIGN ( 15,000

MONTANA COMMUNITY FOUNDATION

33 S LAST CHANCE GULCH
HELENA,MT59601 		NONE PC WOMEN'S FOUNDATION OF MONTANA (MULTI 50,000

MONTANA COMMUNITY FOUNDATION

33 S LAST CHANCE GULCH
HELENA,MT59601 		NONE PC WFM ENDOWMENT CHALLENGE MATCH (MULTI 200,000

NATIONAL WOMEN'S LAW CENTER

11 DUPONT CIRCLE NW
WASHINGTON,DC20036 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 100,000

NEO PHILANTHROPY

45 WEST 36TH STREET
NEW YORK,NY10018 		NONE PC FCCP MEMBERSHIP 6,000

NEW ERA COLORADO FOUNDATION

PO BOX 181153
DENVER,CO80218 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 75,000

NEW VENTURE FUND

1828 L STREET NW
WASHINGTON,DC20036 		NONE PC TRUSTED ELECTIONS FUND (MULTI-YEAR) 250,000

NEW VENTURE FUND

1828 L STREET NW
WASHINGTON,DC20036 		NONE PC CAMPAIGN FOR OUR SHARED FUTURE (MULT 50,000

NEW VENTURE FUND

1828 L STREET NW
WASHINGTON,DC20036 		NONE PC AMERICANS FOR TAX FAIRNESS (MULTI-YE 50,000

NEW VENTURE FUND

1828 L STREET NW
WASHINGTON,DC20036 		NONE PC WOMEN EFFECT FUND (MULTI-YEAR) 100,000

NEW VENTURE FUND

1828 L STREET NW
WASHINGTON,DC20036 		NONE PC CENTER FOR SECURE & MODERN ELECTIONS 500,000

NEW VENTURE FUND

1828 L STREET NW
WASHINGTON,DC20036 		NONE PC WOMEN EFFECT FUND (MULTI-YEAR) 100,000

NORTH SHORE COUNTRY DAY SCHOOL

310 GREEN BAY ROAD
WINNETKA,IL600934094 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 2,000

NORTH SHORE COUNTRY DAY SCHOOL

310 GREEN BAY ROAD
WINNETKA,IL600934094 		NONE PC SCHOLARSHIP FUND 20,000

OPERA COLORADO

4121 SOUTH NAVAJO STREET
ENGLEWOOD,CO80110 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 10,000

ORLANDO HEALTH FOUNDATION INC

3160 SOUTHGATE COMMERCE
BLVD
ORLANDO,FL32806 		NONE PC GENERAL SUPPORT (IN HONOR OF GEORGE 500

PANORAMA GLOBAL

2101 4TH AVENUE SUITE 21
SEATTLE,WA98121 		NONE PC RUN FOR SOMETHING CIVICS (MULTI-YEAR 150,000

PHILANTHROPY COLORADO

5855 WADSWORTH BYPASS
ARVADA,CO80003 		NONE PC FOUNDATION MEMBERSHIP 5,110

PLANNED PARENTHOOD OF THE ROCKY
MOUNTAINS
7155 EAST 38TH AVENUE
DENVER,CO80207 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 100,000

POLICY IMPACT

127 UNIVERSITY AVENUE
BERKELEY,CA94710 		NONE PC DEMOCRACY FUNDERS NETWORK-POLITICAL 5,000

POLITICAL RESEARCH ASSOCIATES

1310 BROADWAY SUITE 201
SOMERVILLE,MA02144 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 100,000

POLITICAL RESEARCH ASSOCIATES

1310 BROADWAY SUITE 201
SOMERVILLE,MA02144 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 250,000

PROGRESSNOW COLORADO EDUCATION

1536 WYNKOOP STREET 300
DENVER,CO80202 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 75,000

REPRESENTWOMEN

6930 CARROLL AVE STE 240
TAKOMA PARK,MD20912 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 50,000

REWIRE NEWS GROUP

1765 GREENSBORO STATION
MCLEAN,VA22102 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 50,000

ROCKY MOUNTAIN PUBLIC MEDIA

2101 ARAPAHOE STREET
DENVER,CO80205 		NONE POF GENERAL SUPPORT (MULTI-YEAR) 12,500

SAVE VENICE INC

133 EAST 58TH STREET
NEW YORK,NY10022 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 10,000

SOUL2SOUL SISTERS

1373 N GRANT ST
DENVER,CO802032307 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 25,000

SPOKES FIGHTING STROKES INC

1035 W MENDOZA AVE
MESA,AZ85210 		NONE PC GENERAL SUPPORT 200

STATE LEADERSHIP PROJECT

PO BOX 223
RALEIGH,NC276020223 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 250,000

STATE LEADERSHIP PROJECT

PO BOX 223
RALEIGH,NC276020223 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 250,000

STATE VOICES

1616 P STREET NW
WASHINGTON,DC20036 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 250,000

STATES UNITED DEMOCRACY CENTER

1420 K STREET NW
WASHINGTON,DC20005 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 100,000

SUPERMAJORITY EDUCATION FUND

PO BOX 1014
NEW YORK,NY10272 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 100,000

SUSTAINABLE MARKETS FOUNDATION

45 W 36TH STREET
NEW YORK,NY100187635 		NONE PC GENERAL SUPPORT OF THE DEBT COLLECTI 100,000

TAKE BACK THE COURT FOUNDATION

2370 MARKET STREET
SAN FRANCISCO,CA941141696 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 100,000

TESSERACT RESEARCH CENTER INC

1629 K ST NW STE 300
WASHINGTON,DC200061631 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 10,000

TESSERACT RESEARCH CENTER INC

1629 K ST NW STE 300
WASHINGTON,DC200061631 		NONE PC GENERAL SUPPORT 25,000

TIDES FOUNDATION

PO BOX 889389
LOS ANGELES,CA90088 		NONE PC ADVANCE NATIVE POLITICAL LEADERSHIP 25,000

TOGETHER COLORADO

1980 DAHLIA STREET
DENVER,CO80220 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 75,000

UC BERKELEY FOUNDATION

1995 UNIVERSITY AVE
BERKELEY,CA947204200 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 2,000

UC LAW SF FOUNDATION

200 MCALLISTER STREET
SAN FRANCISCO,CA941029870 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 2,000

UNITED FOR A NEW ECONOMY (UNE)

7190 COLORADO BLVD
COMMERCE CITY,CO80022 		NONE PC TRANSFORMATIVE LEADERSHIP FOR CHANGE 100,000

UNITED FOR A NEW ECONOMY (UNE)

7190 COLORADO BLVD
COMMERCE CITY,CO80022 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 75,000

UNITED FOR A NEW ECONOMY (UNE)

7190 COLORADO BLVD
COMMERCE CITY,CO80022 		NONE PC GENERAL SUPPORT 5,600

UNIVERSITY OF DENVER STURM COLLEGE

RICKETSON LAW BUILDING
2255 E EVANS AVENUE
DENVER,CO80208 		NONE PC GRADUATE TAX PROGRAM (MULTI-YEAR) 500

VOCES UNIDAS DE LAS MONTAAS

214 EIGHTH STREET
GLENWOOD SPRINGS,CO81601 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 75,000

VOTEAMERICA INC

1270 GROVE STREET
SAN FRANCISCO,CA94117 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 100,000

VOTER FORMATION PROJECT

712 H ST NE PMB 41
WASHINGTON,DC20002 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 100,000

VOTER REGISTRATION PROJECT

1300 EYE STREET NW
WASHINGTON,DC20005 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 250,000

WIKIMEDIA FOUNDATION INC

PO BOX 98204
WASHINGTON,DC20090 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 500

WINDWARD FUND

1828 L STREET NW
WASHINGTON,DC20036 		NONE PC HEARTLAND FUND (MULTI-YEAR) 100,000

THE WOMEN'S FOUNDATION OF COLORADO

THE CHAMBERS CENTER
1901 E ASBURY AVENUE
DENVER,CO80208 		NONE PC EVENT SUPPORT 5,000

THE WOMEN'S FOUNDATION OF COLORADO

THE CHAMBERS CENTER
1901 E ASBURY AVENUE
DENVER,CO80208 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 100,000

THE WOMEN'S FOUNDATION OF COLORADO

THE CHAMBERS CENTER
1901 E ASBURY AVENUE
DENVER,CO80208 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 350,000

THE WOMEN'S FOUNDATION OF COLORADO

THE CHAMBERS CENTER
1901 E ASBURY AVENUE
DENVER,CO80208 		NONE PC GENERAL SUPPORT 50

WOMEN'S FOUNDATION OF THE SOUTH

401 ST JOSEPH STREET
NEW ORLEANS,LA70130 		NONE PC GENERAL SUPPORT 1,000

WOMEN DONORS NETWORK

PO BOX 2930
SAN FRANCISCO,CA94126 		NONE PC ABORTION BRIDGE COLLABORATIVE FUND ( 150,000

WYOMING COMMUNITY FOUNDATION

1472 N 5TH STREET
SUITE 201
LARAMIE,WY82072 		NONE PC GENERAL SUPPORT FOR WWF (MULTI-YEAR) 50,000

WYOMING COMMUNITY FOUNDATION

1472 N 5TH STREET
SUITE 201
LARAMIE,WY82072 		NONE PC WWF OPERATING SUPPORT (MULTI-YEAR) 50,000

WYOMING COMMUNITY FOUNDATION

1472 N 5TH STREET
SUITE 201
LARAMIE,WY82072 		NONE PC WOMEN'S FUND ENDOWMENT 500,000
Total .................................right arrow 3a 10,332,960
bApproved for future payment

9TO5 COLORADO NATIONAL ASSOCIATION
4130 TEJON STREET UNIT A
DENVER,CO80218 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 75,000

ALLIANCE FOR YOUTH ORGANIZING
915 5TH STREET NW
WASHINGTON,DC20001 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 150,000

ALPHA PHI FOUNDATION
PO BOX 7410667
CHICAGO,IL606740667 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 1,000

AMERICAN INDEPENDENT FOUNDATION
800 MAINE AVE SW STE 500
WASHINGTON,DC200242866 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 50,000

ASPEN MUSIC FESTIVAL AND SCHOOL
225 MUSIC SCHOOL ROAD
ASPEN,CO81611 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 5,000

BALLOT INITIATIVE STRATEGY CENTER
FOUNDATION
1660 L STREET NW
WASHINGTON,DC200365747 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 100,000

CENTER FOR AFRICAN AMERICAN HEALTH
3350 HUDSON STREET
DENVER,CO80207 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 25,000

CENTER FOR TECHNOLOGY AND CIVIC
LIFE
303 EAST WACKER DRIVE
CHICAGO,IL60601 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 150,000

CENTRAL CITY OPERA HOUSE ASSOC
PO BOX 1212
WHEAT RIDGE,CO80034 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 1,000

CIVIC NATION
1156 15TH ST NW
WASHINGTON,DC20005 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 100,000

CLEO PARKER ROBINSON DANCE
119 PARK AVENUE WEST
DENVER,CO80205 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 10,000

CLEO PARKER ROBINSON DANCE
119 PARK AVENUE WEST
DENVER,CO80205 		NONE PC GENERAL SUPPORT 250,000

COBALT FOUNDATION
PO BOX 22485
DENVER,CO802220485 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 100,000

COBALT FOUNDATION
PO BOX 22485
DENVER,CO802220485 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 200,000

COLORADO BALLET
1075 SANTA FE DRIVE
DENVER,CO80204 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 5,000

COLORADO CENTER ON LAW AND POLICY
789 SHERMAN STREET
DENVER,CO80203 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 50,000

COLORADO CHILDREN'S CAMPAIGN
1700 BROADWAY 840
DENVER,CO80290 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 75,000

COLORADO CIVIC ENGAGEMENT
ROUNDTABLE
1120 LINCOLN SUITE 900
DENVER,CO80203 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 100,000

COLORADO FISCAL INSTITUTE
1905 SHERMAN STREET
DENVER,CO80203 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 75,000

COLORADO IMMIGRANT RIGHTS COALITION
2525 WEST AVENUE
DENVER,CO80219 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 50,000

COLORADO LATINO LEADERSHIP
ADVOCACY & RESEARCH ORG
345 S GROVE STREET
DENVER,CO80219 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 50,000

COLORADO ORGANIZATION FOR LATINA
OPP AND REPRODUCTIVE RIGHTS
PO BOX 40991
DENVER,CO80204 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 75,000

COLORADO PUBLIC RADIO
BRIDGES BROADCAST CENTER
7409 S ALTON COURT
CENTENNIAL,CO80112 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 40,000

COLORADO PUBLIC RADIO
BRIDGES BROADCAST CENTER
7409 S ALTON COURT
CENTENNIAL,CO80112 		NONE PC GENERAL SUPPORT 100,000

COLORADO SYMPHONY ASSOCIATION
BOETTCHER CONCERT HALL
1000 14TH STREET NO 15
DENVER,CO80202 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 10,000

COMMUNITIES FOUNDATION OF OKLAHOMA
801 NW 63RD STREET
OKLAHOMA CITY,OK73116 		NONE PC WFO OPERATING SUPPORT (MULTI-YEAR) 50,000

COMMUNITIES FOUNDATION OF OKLAHOMA
801 NW 63RD STREET
OKLAHOMA CITY,OK73116 		NONE PC WOMEN'S FUND ENDOWMENT 500,000

COMMUNITY RESOURCE CENTER
789 SHERMAN STREET
DENVER,CO80203 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 75,000

COMPASSION & CHOICES
101 SW MADISON STREET
PORTLAND,OR97207 		NONE PC CO ACCESS AND PROTECTION FUND 500

DENVER ART MUSEUM
100 WEST 14TH AVENUE PARK
DENVER,CO80204 		NONE PC FELLOWSHIP ENDOWMENT FUND 500,000

EARTH & SOUL
2921 WEST 38TH AVENUE
DENVER,CO802112019 		NONE PC GENERAL SUPPORT 45,000

FAITH IN ACTION NETWORK
1616 P STREET NW
WASHINGTON,DC20036 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 25,000

FAITH IN PUBLIC LIFE INC
PO BOX 33668
WASHINGTON,DC20033 		NONE PC GENERAL SUPPORT 50,000

FORGOTTEN FELINES RESCUE
3124 S PARKER ROAD
AURORA,CO800146215 		NONE PC GENERAL SUPPORT 500

GLOBAL FUND FOR WOMEN
800 MARKET ST
SEVENTH FLOOR
SAN FRANCISCO,CA94102 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 50,000

GOODWILL OF COLORADO
1460 GARDEN OF THE GODS
COLORADO SPRINGS,CO80907 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 1,000

HOPEWELL FUND
1201 CONNECTICUT AVENUE N
WASHINGTON,DC20036 		NONE PC GALVANIZE USA (MULTI-YEAR) 100,000

HOPEWELL FUND
1201 CONNECTICUT AVENUE N
WASHINGTON,DC20036 		NONE PC PIPELINE EDUCATION FUND (MULTI-YEAR) 50,000

INTERFAITH ALLIANCE OF COLORADO
1373 GRANT STREET
DENVER,CO80203 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 25,000

ISSUE ONE
1401 K STREET NW
WASHINGTON,DC20005 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 50,000

LATINA INITIATIVE COLORADO
6154 FLATTOP STREET
GOLDEN,CO80403 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 50,000

MI FAMILIA VOTA EDUCATION FUND
3030 NORTH CENTRAL AVENUE
PHOENIX,AZ85012 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 25,000

MOMSRISING EDUCATION FUND
12011 NE BEL RED RD
BELLEVUE,WA98005 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 100,000

MONTANA COMMUNITY FOUNDATION
33 S LAST CHANCE GULCH
HELENA,MT59601 		NONE PC WFM ENDOWMENT CHALLENGE MATCH 200,000

MONTANA COMMUNITY FOUNDATION
33 S LAST CHANCE GULCH
HELENA,MT59601 		NONE PC WOMEN'S FOUNDATION OF MONTANA 50,000

NATIONAL WOMEN'S LAW CENTER
11 DUPONT RCLE NW STE 800
WASHINGTON,DC20036 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 100,000

NEW ERA COLORADO FOUNDATION
PO BOX 181153
DENVER,CO80218 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 75,000

NEW VENTURE FUND
1828 L STREET NW SUITE 3
WASHINGTON,DC20036 		NONE PC CENTER FOR SECURE & MODERN ELECTIONS 500,000

NEW VENTURE FUND
1828 L STREET NW SUITE 3
WASHINGTON,DC20036 		NONE PC TRUSTED ELECTIONS FUND (MULTI-YEAR) 250,000

NEW VENTURE FUND
1828 L STREET NW SUITE 3
WASHINGTON,DC20036 		NONE PC CAMPAIGN FOR OUR SHARED FUTURE 50,000

NEW VENTURE FUND
1828 L STREET NW SUITE 3
WASHINGTON,DC20036 		NONE PC AMERICANS FOR TAX FAIRNESS (MULTIYR) 50,000

NORTH SHORE COUNTRY DAY SCHOOL
310 GREEN BAY ROAD
WINNETKA,IL600934094 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 2,000

NORTH SHORE COUNTRY DAY SCHOOL
310 GREEN BAY ROAD
WINNETKA,IL600934094 		NONE PC SCHOLARSHIP FUND 30,000

OPERA COLORADO
4121 SOUTH NAVAJO STREET
ENGLEWOOD,CO80110 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 5,000

PANORAMA GLOBAL
2101 4TH AVENUE
SEATTLE,WA98121 		NONE PC RUN FOR SOMETHING CIVICS (MULTI YR) 150,000

PIZZA TO THE POLLS
225 NE WYGANT STREET
PORTLAND,OR97211 		NONE PC GENERAL SUPPORT 25,000

PLANNED PARENTHOOD OF THE ROCKY
MOUNTAINS
7155 EAST 38TH AVENUE
DENVER,CO80207 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 100,000

POLITICAL RESEARCH ASSOCIATES
1310 BROADWAY SUITE 201
SOMERVILLE,MA02144 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 100,000

POLITICAL RESEARCH ASSOCIATES
1310 BROADWAY SUITE 201
SOMERVILLE,MA02144 		NONE PC GENERAL SUPPORT 250,000

PROGRESSNOW COLORADO EDUCATION
1536 WYNKOOP STREET 300
DENVER,CO80202 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 75,000

REPRESENTWOMEN
6930 CARROLL AVE STE 240
TAKOMA PARK,MD20912 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 50,000

REWIRE NEWS GROUP
1765 GREENSBORO STATION
MCLEAN,VA22102 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 50,000

ROCKY MOUNTAIN PUBLIC MEDIA
2101 ARAPAHOE STREET
DENVER,CO80205 		NONE PC GENERAL SUPPORT 12,500

SAVE VENICE INC
133 EAST 58TH STREET
NEW YORK,NY10022 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 10,000

SOUL2SOUL SISTERS
1373 N GRANT STREET
DENVER,CO802032307 		NONE PC GENERAL SUPPORT 25,000

STATE LEADERSHIP PROJECT
PO BOX 223
RALEIGH,NC276020223 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 150,000

STATE VOICES
1616 P STREET NW
WASHINGTON,DC20036 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 350,000

STATES UNITED DEMOCRACY CENTER
1420 K STREET NW
WASHINGTON,DC20005 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 100,000

SUPERMAJORITY EDUCATION FUND
PO BOX 1014
NEW YORK,NY10272 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 100,000

SUSTAINABLE MARKETS FOUNDATION
45 W 36TH STREET
NEW YORK,NY100187635 		NONE PC GENERAL SUPPORT 100,000

TAKE BACK THE COURT FOUNDATION
2370 MARKET STREET
SAN FRANCISCO,CA941141696 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 100,000

TESSERACT RESEARCH CENTER INC
1629 K ST NW STE 300
WASHINGTON,DC200061631 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 10,000

THE 19TH NEWS
3571 FAR WEST BLVD 3497
AUSTIN,TX78731 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 100,000

THE ASPEN INSTITUTE
2300 N STREET NW 700
WASHINGTON,DC200371122 		NONE PC ASCEND - ASPEN INSTITUTE (MULTI YR) 50,000

THE BELL POLICY CENTER
303 EAST 17TH AVENUE
DENVER,CO80203 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 150,000

THE BELL POLICY CENTER
303 EAST 17TH AVENUE
DENVER,CO80203 		NONE PC GENERAL SUPPORT 500,000

THE WOMEN'S FOUNDATION OF COLORADO
1901 E ASBURY AVE
DENVER,CO80208 		NONE PC GENERAL SUPPORT 650,000

THE WOMEN'S FOUNDATION OF COLORADO
1901 E ASBURY AVE
DENVER,CO80208 		NONE PC GENERAL SUPPORT 100,000

TIDES FOUNDATION
PO BOX 889389
LOS ANGELES,CA90088 		NONE PC ADVANCE NATIVE POLITICAL LEADERSHIP 50,000

TOGETHER COLORADO
1980 DAHLIA STREET
DENVER,CO80220 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 75,000

TRANSFORMATIVE LEADERSHIP FOR
CHANGE
801 S PECOS STREET
DENVER,CO80223 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 100,000

UC BERKELEY FOUNDATION
1995 UNIVERSITY AVE
BERKELEY,CA947204200 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 3,000

UC LAW SF FOUNDATION
200 MCALLISTER STREET
SAN FRANCISCO,CA941029870 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 2,000

UNITED FOR A NEW ECONOMY (UNE)
7190 COLORADO BLVD
COMMERCE CITY,CO80022 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 75,000

UNIVERSITY OF DENVER STURM COLLEGE
2255 E EVANS AVE
DENVER,CO80208 		NONE PC GRADUATE TAX PROGRAM (MULTI-YEAR) 500

VOCES UNIDAS DE LAS MONTAAS
214 EIGHTH STREET
GLENWOOD SPRINGS,CO81601 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 75,000

VOTEAMERICA INC
1270 GROVE STREET
SAN FRANCISCO,CA94117 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 150,000

VOTER FORMATION PROJECT
712 H ST NE PMB 41
WASHINGTON,DC20002 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 100,000

VOTER REGISTRATION PROJECT
1300 EYE STREET NW
WASHINGTON,DC20005 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 250,000

WIKIMEDIA FOUNDATION INC
PO BOX 98204
WASHINGTON,DC20090 		NONE PC GENERAL SUPPORT (MULTI-YEAR) 500

WINDWARD FUND
1828 L STREET NW
WASHINGTON,DC20036 		NONE PC HEARTLAND FUND (MULTI-YEAR) 100,000

WOMEN DONORS NETWORK
PO BOX 2930
SAN FRANCISCO,CA94126 		NONE PC ABORTION BRIDGE COLLABORATIVE FUND 150,000

WYOMING COMMUNITY FOUNDATION
1472 N 5TH STREET
SUITE 201
LARAMIE,WY82072 		NONE PC WWF OPERATING SUPPORT (MULTI-YEAR) 50,000

WYOMING COMMUNITY FOUNDATION
1472 N 5TH STREET
SUITE 201
LARAMIE,WY82072 		NONE PC WOMEN'S FUND ENDOWMENT 500,000
Total ................................. right arrow 3b 9,844,500
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
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 805,367  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 1  
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 168,322  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 906,967  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,880,657  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,880,657
(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 (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

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

TY 2023 DepreciationSchedule
Name:
MERLE CHAMBERS FUND
EIN:
84-0929410
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
STMT 5     861,719     861,719      

TY 2023 InvestmentsCorpBondsSchedule
Name:
MERLE CHAMBERS FUND
EIN:
84-0929410
Name of Bond End of Year Book Value End of Year Fair Market Value
PIMCO SHORT TERM INSTITUTIONAL FUND 7,115,059 7,035,026
VANGUARD ULTRA SHORT TERM FUND 6,359,073 6,302,108

TY 2023 InvestmentsCorpStockSchedule
Name:
MERLE CHAMBERS FUND
EIN:
84-0929410
Name of Stock End of Year Book Value End of Year Fair Market Value
VANGUARD GROWTH INDEX FUND 595,266 1,372,972
SPYGLASS GROWTH FUND    
JENSEN QUALITY GROWTH FUND 1,207,829 1,277,093

TY 2023 InvestmentsOtherSchedule2
Name:
MERLE CHAMBERS FUND
EIN:
84-0929410
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
CERBERUS INTERNATIONAL LTD. AT COST 1,997 16,756
NEWPORT ASIA INSTITUTIONAL FUND AT COST    
RAPTOR GLOBAL FUND LP AT COST    
BRINSON PARTNERSHIP FUND AT COST 257,130 145,372
MHR INSTITUTIONAL PARTNERS AT COST 216,481 196,055
DAVIDSON KEMPNER INSTITUTIONAL FUNDS AT COST 388,370 388,370
CANYON VALUE REALIZATION FD LTD AT COST    
GQG PARTNERS EMERGING MARKETS AT COST    
NITORUM OFFSHORE FUND AT COST    
COATUE OFFSHORE AT COST 97,456 174,349
SHERIDAN SQUARE OFFSHORE AT COST    

TY 2023 LandEtcSchedule2
Name:
MERLE CHAMBERS FUND
EIN:
84-0929410
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
BUILDLINGS 25,851,558 4,811,262 21,040,296  
LAND 8,063,334   8,063,334 29,103,630


TY 2023 LegalFeesSchedule
Name:
MERLE CHAMBERS FUND
EIN:
84-0929410
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TUTHILL & HUGHES 966     966
FAIRFIELD AND WOODS PC 18,248     18,248


TY 2023 OtherExpensesSchedule
Name:
MERLE CHAMBERS FUND
EIN:
84-0929410
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
REPAIRS AND MAINTENANCE 414,967     414,967
OTHER BUSINESS EXPENSES 1,125     1,125
INSURANCE 3,017     3,017
PROPERTY MANAGEMENT 50,058     50,058


TY 2023 OtherIncomeSchedule2
Name:
MERLE CHAMBERS FUND
EIN:
84-0929410
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
INCOME FROM PASS-THROUGHS 168,322 168,322  


TY 2023 OtherProfessionalFeesSchedule
Name:
MERLE CHAMBERS FUND
EIN:
84-0929410
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DONALD HOPKINS 3,510     3,510
MONTICELLO 25,000 25,000    
RUBY SLIPPER DESIGNS 1,800     1,800
KUNDINGER, CORDER & MONTOYA, PC 3,800 1,140   2,660
CUSTODIAL FEES 2,086 2,086    


TY 2023 TaxesSchedule
Name:
MERLE CHAMBERS FUND
EIN:
84-0929410
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PASS-THROUGH 388 388    
2023 ESTIMATED EXCISE TAXES PAID 22,000      


TY 2023 TransfersFrmControlledEntities
Name:
MERLE CHAMBERS FUND
EIN:
84-0929410
Name US /
Foreign Address		 EIN Description Amount
BANNOCK 1201 LLC 50 S STEELE STREET SUITE 325
DENVER,CO80209 		46-3664507 REIMBURSEMENTS 50,000
Total     50,000

TY 2023 TransfersToControlledEntities
Name:
MERLE CHAMBERS FUND
EIN:
84-0929410
Name US /
Foreign Address		 EIN Description Amount
BANNOCK 1201 LLC 50 S STEELE STREET SUITE 325
DENVER,CO80209 		46-3664507 CASH FLOW NEEDS FOR BUILDING 450,000
Total     450,000