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
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 12-01-2022 , and ending 11-30-2023
Name of foundation
MARGULF FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)4500 E CHERRY CREEK SOUTH DR 250
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GLENDALE, CO80246
A Employer identification number

13-2927245
B Telephone number (see instructions)

(720) 642-7258
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$249,649,820J 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) 414,951
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,497,508 5,203,336  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,392,424
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
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
0 2,560,211  
12 Total. Add lines 1 through 11........ 5,304,883 7,763,547 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 613,857 25,220 0 588,638
14 Other employee salaries and wages...... 283,009 0 0 257,225
15 Pension plans, employee benefits....... 139,343 3,613 0 133,685
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
2,988 0 0 3,140
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
70,340 0 0 70,340
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
937,786 521,933 0 417,853
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
248,526 0 0 6,571
19 Depreciation (attach schedule) and depletion... 56,866 0 0
20 Occupancy.............. 172,989 0 0 181,307
21 Travel, conferences, and meetings....... 41,168 0 0 41,418
22 Printing and publications.......... 3,868 0 0 3,868
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
117,433 0 0 146,537
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,688,173 550,766 0 1,850,582
25 Contributions, gifts, grants paid....... 8,964,500 8,979,500
26 Total expenses and disbursements. Add lines 24 and 25 11,652,673 550,766 0 10,830,082
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -6,347,790
b Net investment income (if negative, enter -0-) 7,212,781
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 2,184,713 1,122,430 1,122,430
2 Savings and temporary cash investments......... 7,472,176 11,113,424 11,113,424
3 Accounts receivable right arrow48,468
Less: allowance for doubtful accounts right arrow   18,480 48,468 48,468
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)..... 4,110,407 3,736,993 3,736,993
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.......... 22,318 54,878 54,878
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
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).......... 227,646,777 Click to see attachment
List of Attached Documents:
// Content
233,312,594 		233,312,594
14 Land, buildings, and equipment: basis right arrow375,655
Less: accumulated depreciation (attach schedule) right arrow156,775 169,386 Click to see attachment
List of Attached Documents:
// Content
218,880 		218,880
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
42,153 		Click to see attachment
List of Attached Documents:
// Content
42,153 		Click to see attachment
List of Attached Documents:
// Content
42,153
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 241,666,410 249,649,820 249,649,820
Liabilities 17 Accounts payable and accrued expenses.......... 67,119 94,921
18 Grants payable................. 15,000  
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) Click to see attachment
List of Attached Documents:
// Content
21,277 		Click to see attachment
List of Attached Documents:
// Content
42,025
23 Total liabilities (add lines 17 through 22)......... 103,396 136,946
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........... 241,563,014 249,512,874
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)..... 241,563,014 249,512,874
30 Total liabilities and net assets/fund balances (see instructions). 241,666,410 249,649,820
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
241,563,014
2
Enter amount from Part I, line 27a .....................
2
-6,347,790
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
14,297,650
4
Add lines 1, 2, and 3 ..........................
4
249,512,874
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
249,512,874
Form 990-PF (2022)
Form 990-PF (2022)
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 HARBOR SPRING CAPITAL PARTNERS LP D    
b SEMPER VIC PARTNERS D    
c WELLINGTON TRUST COMPANY P    
d ANCHORAGE ILLIQUID OPPORTUNITIES OFFSHORE VI LP P    
e FARALLON CAPITAL INSTITUTIONAL PARTNERS, LP P    
DAVIDSON KEMPNER P    
GQG PARTNERS D    
INDUS SELECT D    
HIGHCLERE INTL INVESTORS D    
JUNTO CAPITAL D    
MAINSAIL PARTNERS V P    
MAINSAIL PARTNERS VI P    
CASDIN PRIVATE GROWTH EQUITY FUND P    
RENAISSANCE INST EQUITIES FUND LLC P    
OWL VENTURES III, LP P    
ANCHORAGE CREDIT OPPORTUNITIES OFFSHORE FUND VIII LP P    
PUBLICLY TRADED SECURITIES      
CETOM ASSOCIATE LP P    
PARK MEADOWS LLC D    
(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       -69,770
b       -632,237
c       118,545
d       17,409
e       25,099
      109,537
      -292,587
      -252,925
      -376,969
      377,497
      5,638
      763
      48,931
      -30,399
      46,383
      879
      811,176
      5,154
      -851,247
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       -69,770
b       -632,237
c       118,545
d       17,409
e       25,099
      109,537
      -292,587
      -252,925
      -376,969
      377,497
      5,638
      763
      48,931
      -30,399
      46,383
      879
      811,176
      5,154
      -851,247
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 -939,123
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here 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) 1 100,258
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 0
3 Add lines 1 and 2........................... 3 100,258
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 100,258
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 118,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 118,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
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 17,742
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow17,742 Refundedright arrow 11 0
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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, DE
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 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 5
Part VI-A
Statements Regarding Activities (continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowMARGULFFOUNDATION.ORG
14
The books are in care ofright arrowMARGULF FOUNDATION Telephone no.right arrow (720) 642-7258

Located atright arrow4500 E CHERRY CREEK SOUTH DR 250GLENDALECO ZIP+4right arrow80246
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 2022, 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
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)
Yes
 
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
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 2022? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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)
Yes
 
(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
 
No
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
JEREMY FLUG DIRECTOR, PRESIDENT
2.00 		0 0 0
4500 E CHERRY CREEK SOUTH DR SUITE
250
DENVER,CO80246
JERRY BUCK TREASURER AND SECRETARY (THRU 08/23)
2.00 		0 0 0
4500 E CHERRY CREEK SOUTH DR SUITE
250
DENVER,CO80246
RAMSAY STABLER DIRECTOR
2.00 		0 0 0
4500 E CHERRY CREEK SOUTH DR SUITE
250
DENVER,CO80246
VICKI FLUG STERLING DIRECTOR
2.00 		0 0 0
4500 E CHERRY CREEK SOUTH DR SUITE
250
DENVER,CO80246
EUNICE KIM DIRECTOR, TREASURER (BEG 08/23)
2.00 		0 0 0
4500 E CHERRY CREEK SOUTH DR SUITE
250
DENVER,CO80246
ELIZABETH AYBAR CONTI CHIEF EXECUTIVE OFFICER
40.00 		332,333 14,400 3,449
4500 E CHERRY CREEK SOUTH DR SUITE
250
DENVER,CO80246
SONYA MARQUES-CORREIA CHIEF FINANCIAL OFFICER
40.00 		255,904 11,220 3,478
4500 E CHERRY CREEK SOUTH DR SUITE
250
DENVER,CO80246
RICHARD BOERNER DIRECTOR (THRU 03/23)
2.00 		0 0 0
4500 E CHERRY CREEK SOUTH DR SUITE
250
DENVER,CO80246
DWIGHT JONES DIRECTOR (BEG 04/23)
2.00 		0 0 0
4500 E CHERRY CREEK SOUTH DR SUITE
250
DENVER,CO80246
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
LOGAN BOON GRANTS LEAD
40.00 		133,042 5,550 3,632
370 17TH STREET SUITE 5110
DENVER,CO80202
DEE ARIAS COORDINATOR
40.00 		86,069 2,145 1,975
370 17TH STREET SUITE 5110
DENVER,CO80202
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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
MONTICELLO ASSOCIATES INC INVESTMENT SERVICES 280,000
1800 LARIMER STREET SUITE 2100
DENVER,CO80202
IMPACT FOR EDUCATION LLC CONSULTING SERVICES 277,083
44 HOWARD AVENUE
NEW HAVEN,CT06519
WELLINGTON TRUST COMPANY INVESTMENT SERVICES 121,908
280 CONGRESS STREET
BOSTON,MA02210
GRADIENT CONSULTING CONSULTING SERVICES 101,067
5616 PIMLICO ROAD
BALTIMORE,MD21209
THE NORTHERN TRUST COMPANY CUSTODIAN FEES 100,000
PO BOX 804298
CHICAGO,IL60680
Total number of others receiving over $50,000 for professional services.............right arrow0
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 0
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
60,102,729
b
Average of monthly cash balances.......................
1b
7,415,924
c
Fair market value of all other assets (see instructions)................
1c
177,923,035
d
Total (add lines 1a, b, and c).........................
1d
245,441,688
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
245,441,688
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,681,625
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
241,760,063
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
12,088,003
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
12,088,003
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
100,258
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
100,258
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
11,987,745
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
11,987,745
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
11,987,745
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
10,830,082
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
106,357
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
10,936,439
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 11,987,745
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021...... 411,073
f Total of lines 3a through e ........ 411,073
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 10,936,439
a Applied to 2021, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2022 distributable amount..... 10,936,439
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 411,073 411,073
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		640,233
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, 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) 2022 (b) 2021 (c) 2020 (d) 2019
         
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 (2022)
Form 990-PF (2022)
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

40

3014 DAUPHINE STREET SUITE A PMB
94585
NEW ORLEANS,LA70117 		NONE PC WELLNESS GRANT 10,000

40

3014 DAUPHINE STREET SUITE A PMB
94585
NEW ORLEANS,LA70117 		NONE PC GENERAL OPERATING GRANT 250,000

AFRICAN LEADERSHIP GROUP (CO CNDC)

10700 E EVANS AVENUE
AURORA,CO80014 		NONE PC EMERGENCY HEALTH AND HUMAN SERVICES 10,000

AFRICAN LEADERSHIP GROUP (CO CNDC)

10700 E EVANS AVENUE
AURORA,CO80014 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 40,000

ALEXANDER TWILIGHT ACADEMY

195 W NEWTON ST 2
BOSTON,MA021165818 		NONE PC GENERAL OPERATING GRANT 10,000

ANTI-DEFAMATION LEAGUE MOUNTAIN STATES REGION

1120 LINCOLN STREET 1301
DENVER,CO80203 		NONE PC GENERAL OPERATING GRANT 30,000

APPRENTICE OF PEACE YOUTH ORGANIZATION (CO TRAILHEAD INSTITUTE)

1999 BROADWAY SUITE 600
DENVER,CO80202 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 30,000

BE THE CHANGE COMMUNITY SCHOOL

3840 N YORK STREET SUITE 145
DENVER,CO80205 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 32,500

BELLWETHER EDUCATION PARTNERS

517 BOSTON POST ROAD UNIT 171
SUDBURY,MA01776 		NONE PC JUVENILE JUSTICE AND EDUCATION WORK LED BY HAILLY KORMAN + WELLNESS GRANT 35,000

BOYS AND GIRLS CLUBS OF THE SAN LUIS VALLEY

PO BOX 1032
ALAMOSA,CO811011032 		NONE PC EMERGENCY HEALTH AND HUMAN SERVICES 10,000

BOYS AND GIRLS CLUBS OF THE SAN LUIS VALLEY

PO BOX 1032
ALAMOSA,CO811011032 		NONE PC WELLNESS GRANT 10,000

BOYS AND GIRLS CLUBS OF THE SAN LUIS VALLEY

PO BOX 1032
ALAMOSA,CO811011032 		NONE PC GENERAL OPERATING GRANT 250,000

BRANCH ALLIANCE FOR EDUCATOR DIVERSITY (BRANCHED)

7500 RIALTO BLVD SUITE 1-250
AUSTIN,TX78735 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 50,000

CAMELBACK VENTURES

9169 W STATE ST 430
GARDEN CITY,ID83714 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 360,000

COLLABORATIVE HEALING INITIATIVE WITHIN COMMUNITIES (CHIC)

5405 E 33RD AVE
DENVER,CO80207 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 410,000

COLORADO BALLET

1075 SANTA FE DRIVE
DENVER,CO80204 		NONE PC GENERAL OPERATING GRANT 10,000

COLORADO EDUCATION INITIATIVE

3000 LAWRENCE ST SUITE 135
DENVER,CO80205 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 210,000

COLORADO SYMPHONY

1245 CHAMPA STREET
DENVER,CO80204 		NONE PC GENERAL OPERATING GRANT 10,000

COLORADO YOUTH CONGRESS

6001 W 16TH AVENUE
LAKEWOOD,CO80214 		NONE PC EMERGENCY HEALTH AND HUMAN SERVICES 10,000

COLORADO YOUTH CONGRESS

6001 W 16TH AVENUE
LAKEWOOD,CO80214 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 60,000

COMPASS ACADEMY

2285 S FEDERAL BOULEVARD
DENVER,CO80219 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 40,000

CONVIVIR (CO MOONSHOT EDVENTURES)

5135 PERTH COURT
DENVER,CO80249 		NONE PC GENERAL OPERATING GRANT 20,000

CREATIVITY CHALLENGE COMMUNITY (DENVER PUBLIC SCHOOLS)

1551 SOUTH MONROE STREET
DENVER,CO80210 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 50,000

CULTIVANDO

7190 COLORADO BLVD SUITE 300
COMMERCE CITY,CO80022 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 30,000

DENVER ART MUSEUM

100 W 14TH AVENUE PARKWAY
DENVER,CO80204 		NONE PC GENERAL OPERATING GRANT 10,000

EDNIUM THE ALUMNI COLLECTIVE

4500 CHERRY CREEK DRIVE SOUTH SUITE
900
DENVER,CO80246 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 110,000

EDUCATION AND COMMUNITY

2373 CENTRAL PARK BLVD SUITE 100
DENVER,CO80238 		NONE PC GENERAL OPERATING GRANT 20,000

EDUCATION LEADERS OF COLOR (EDLOC)

3680 WILSHIRE BOULEVARD SUITE
P-04-1052
LOS ANGELES,CA90010 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 30,000

EMBARK EDUCATION (A PROGRAM OF GREAT WORK INC)

3655 NAVAJO STREET
DENVER,CO80211 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 160,000

FORMATION VENTURES (CO CAMBIAR EDUCATION)

4653 CARMEL MOUNTAIN RD STE 308-97
SAN DIEGO,CA92130 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 30,000

FRANKLIN STREET STUDIO (CO CAMBIAR EDUCATION)

1613 E 25TH AVENUE
DENVER,CO80205 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 60,000

GREEN SCHOOLS NATIONAL NETWORK

3083 BUCHMAYER BEND NE
IOWA CITY,IA52240 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 110,000

GRIPTAPE

60 PARK TERRACE WEST A21
NEW YORK,NY10034 		NONE PC WELLNESS GRANT 10,000

GRIPTAPE

60 PARK TERRACE WEST A21
NEW YORK,NY10034 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 350,000

HADANOU COLLECTIVE

3533 N MARION ST
DENVER,CO80205 		NONE PC BOOT CAMP PROGRAMMING + WELLNESS GRANT 60,000

IMMSCHOOLS

PO BOX 181029
DALLAS,TX75218 		NONE GOV GENERAL OPERATING GRANT + WELLNESS GRANT 310,000

INDIGENOUS MONTESSORI INSTITUTE (A PROGRAM OF KCLC)

PO BOX 113
COCHITI PUEBLO,NM870720113 		NONE PC INDIGENOUS MONTESSORI INSTITUTE + WELLNESS GRANT 60,000

JEWISHCOLORADO

300 S DAHLIA STREET SUITE 300
DENVER,CO80246 		NONE PC ISRAEL EMERGENCY FUND 175,000

JOY AS RESISTANCE

7779 MARTIN LUTHER KING JR BLVD
DENVER,CO80238 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 110,000

LATINOS FOR EDUCATION

275 PAYSON ROAD
BELMONT,MA02478 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 50,000

LAUNCH NETWORK

5405 E 33RD AVENUE
DENVER,CO80207 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 460,000

LIBERATED (CO NATIONAL EQUITY PROJECT)

1720 BROADWAY STE 400
OAKLAND,CA94612 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 60,000

LYRA

1390 LAWRENCE STREET SUITE 400
DENVER,CO80204 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 205,000

MAKE-A-WISH COLORADO

7951 EAST MAPLEWOOD AVENUE SUITE
126
GREENWOOD VILLAGE,CO80111 		NONE PC GENERAL OPERATING GRANT 40,000

MONTESSORI ON WHEELS

6300 E HAMPDEN AVE 2419
DENVER,CO80022 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 35,000

MOONSHOT EDVENTURES

3840 N YORK STREET SUITE 145
DENVER,CO80205 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 310,000

MUSLIM YOUTH FOR POSITIVE IMPACT

1880 GOLDEN EAGLE CT
BROOMFIELD,CO80020 		NONE PC EMERGENCY HEALTH AND HUMAN SERVICES 20,000

MUSLIM YOUTH FOR POSITIVE IMPACT

1880 GOLDEN EAGLE CT
BROOMFIELD,CO80020 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 40,000

NEWSCHOOLS VENTURE FUND

1616 FRANKLIN STREET 2ND FLOOR
OAKLAND,CA94612 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 760,000

ONE GENERATION (CO TIDES CENTER)

PO BOX 889385
LOS ANGELES,CA90088 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 40,000

OPERA COLORADO

4121 S NAVAJO STREET SUITE 100
ENGLEWOOD,CO80110 		NONE PC GENERAL OPERATING GRANT 25,000

PAHARA INSTITUTE

440 N BARRANCA AVE 2927
COVINA,CA91723 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 210,000

PROMISE54

2414 HERRING ROAD SW 42967
ATLANTA,GA30311 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 30,000

PROSPECT ACADEMY

PO BOX 1538
ARVADA,CO80004 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 40,000

PUBLIC EDUCATION & BUSINESS COALITION (PEBC)

3607 MLK JR BLVD
DENVER,CO80205 		NONE PC GENERAL OPERATING GRANT 40,000

RECONSTRUCTION US

1283 TUNICA STREET BOX 80160
MEMPHIS,TN38108 		NONE PC ONYX SCHOLARSHIPS FOR COLORADO ORGANIZATIONS 50,000

REDLINE

2350 ARAPAHOE STREET
DENVER,CO80205 		NONE PC GENERAL OPERATING GRANT 5,000

RESCHOOL

730 17TH STREET SUITE 950
DENVER,CO80202 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 210,000

REVX (A PROGRAM OF TRANSCEND)

159 LINCOLN AVENUE
HASTINGSONHUDSON,NY10706 		NONE PC REVX PROGRAMMING AND OPERATIONS + WELLNESS GRANT 260,000

RISE COLORADO

1595 ELMIRA STREET SUITE 201
AURORA,CO80010 		NONE PC EMERGENCY HEALTH AND HUMAN SERVICES 10,000

RISE COLORADO

1595 ELMIRA STREET SUITE 201
AURORA,CO80010 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 310,000

SCD ENRICHMENT PROGRAM

4860 CHAMBERS RD 102
DENVER,CO802395152 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 25,000

SHINING STARS FOUNDATION

POST OFFICE BOX 2790
WINTER PARK,CO80482 		NONE PC GENERAL OPERATING GRANT 10,000

SPECIAL EDUCATION LEADER FELLOWSHIP (SELF)

4640 S CARROLLTON AVE STE 100
NEW ORLEANS,LA70119 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 60,000

SPRINGBOARD COLLABORATIVE

TWO PENN CENTER SUITE 1160 1500
JOHN F KENNEDY BOULEVARD
PHILADELPHIA,PA19102 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 50,000

SPRINGHOUSE COMMUNITY SCHOOL

144 SILVER MAPLE LANE
PILOT,VA24138 		NONE PC HARVARD SCALING FOR IMPACT COURSE 2,000

ST ELIZABETH'S SCHOOL

1800 N PONTIAC ST
DENVER,CO80220 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 50,000

SURGE INSTITUTE

2045 W GRAND AVE STE B PMB 63441
CHICAGO,IL606121577 		NONE NC GENERAL OPERATING GRANT + WELLNESS GRANT 260,000

TACT (TEACHING THE AUTISM COMMUNITY TRADES)

2960 SOUTH UMATILLA STREET
ENGLEWOOD,CO80110 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 40,000

TEACH FOR AMERICA

25 BROADWAY 12TH FLOOR
NEW YORK,NY10004 		NONE PC WELLNESS GRANT FOR REINVENTION LAB TEAM 10,000

TEACH FOR AMERICA

25 BROADWAY 12TH FLOOR
NEW YORK,NY10004 		NONE PC REINVENTION LAB'S PROGRAMMING AND OPERATIONS 100,000

THE CENTER FOR HUMAN DEVELOPMENT (CO CAMBIAR EDUCATION)

4653 CARMEL MOUNTAIN ROAD SUITE
308-97
SAN DIEGO,CA91230 		NONE PC GENERAL OPERATING GRANT 50,000

THE EQUITY LAB

4828 ILLINOIS AVE NW
WASHINGTON,DC20011 		NONE PC FELLOWSHIP PROGRAMMING + WELLNESS GRANT 60,000

THE GROVE (CO CNDC)

2590 WELTON STREET
DENVER,CO80205 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 55,000

THE HIGHLAND PROJECT

71 W 85TH ST APT 1A
NEW YORK,NY100244157 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 50,000

THE JUSTICE AND HERITAGE ACADEMY (A PROGRAM OF CONEJOS CLEAN WATER)

304 RIVER STREET
ANTONITO,CO81120 		NONE PC EMERGENCY HEALTH AND HUMAN SERVICES 10,000

THE JUSTICE AND HERITAGE ACADEMY (A PROGRAM OF CONEJOS CLEAN WATER)

304 RIVER STREET
ANTONITO,CO81120 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 60,000

THE LEADERSHIP ACADEMY INC

10-27 46TH AVE SUITE 0101
LONG ISLAND CITY,NY11101 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 50,000

THE LEARNER STUDIO (CO CAMBIAR EDUCATION)

4653 CARMEL MOUNTAIN RD STE 308-97
SAN DIEGO,CA921306650 		NONE PC THE LEARNER STUDIO + WELLNESS GRANT 55,000

THE TEACHING WELL

360 GRAND AVE 77
OAKLAND,CA94610 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 110,000

TRANSCEND

159 LINCOLN AVENUE
HASTINGSONHUDSON,NY10706 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 360,000

VALLEY SETTLEMENT

1901 GRAND AVE STE 206
GLENWOOD SPRINGS,CO816014113 		NONE PC EMERGENCY HEALTH AND HUMAN SERVICES 10,000

VALLEY SETTLEMENT

1901 GRAND AVE STE 206
GLENWOOD SPRINGS,CO816014113 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 310,000

VERONICA BENAVIDES CONSULTING LLC DBA BILINGUAL GENERATION

1143 FRUITVALE DRIVE
HOUSTON,TX77038 		NONE PC IN SUPPORT OF BILINGUAL GENERATION'S DPS ALUMNI WORK 45,000

VIVE WELLNESS

PO BOX 11003
DENVER,CO80211 		NONE PC EMERGENCY HEALTH AND HUMAN SERVICES 20,000

VIVE WELLNESS

PO BOX 11003
DENVER,CO80211 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 40,000

VOCAL JUSTICE

601 WILLIAM STREET 134
OAKLAND,CO94612 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 40,000

WOMEN'S FOUNDATION OF COLORADO

1901 E ASBURY AVE
DENVER,CO80208 		NONE PC WINCOME AND WOMEN AND GIRLS OF COLOR FUNDS 50,000

YOUTH EMPOWERMENT BROADCASTING ORGANIZATION (YEBO)

3240 JOSEPHINE STREET
DENVER,CO80205 		NONE PC GENERAL OPERATING GRANT + WELLNESS GRANT 205,000
Total .................................right arrow 3a 8,979,500
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
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 2,497,508  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 2,392,424  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 4,889,932 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,889,932
(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.)
8 NOT APPLICABLE
Form 990-PF (2022)
Form 990-PF (2022)
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 (2022)
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
2022
Name of the organization
MARGULF FOUNDATION
 
Employer identification number

13-2927245
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) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
MARGULF FOUNDATION
  		Employer identification number
13-2927245
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
GT TRUST
 
C/O TUTHILL HUGHES LLP 55 MADISON S
 
DENVER, CO80206

$ 414,951


(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.)
(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) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
MARGULF FOUNDATION
  		Employer identification number

13-2927245
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
 
$    
(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) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
MARGULF FOUNDATION
  		Employer identification number

13-2927245
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) (2022)
Additional Data


Software ID:  
Software Version:  

TY 2022 AccountingFeesSchedule
Name:
MARGULF FOUNDATION
EIN:
13-2927245
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 70,340 0 0 70,340

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

TY 2022 ExpenditureResponsibilityStmt
Name:
MARGULF FOUNDATION
EIN:
13-2927245
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
AFRICAN LEADERSHIP GROUP (CO CNDC)
  		10700 E EVANS AVENUE
AURORA,CO80014 		2022-11-23 30,000 ALG HELPS THE AFRICAN DIASPORA INTEGRATE AND PROSPER BY CONNECTING CULTURES, DEVELOPING STRONG COMMUNITY LEADERS, AND ADVOCATING FOR ECONOMIC, SOCIAL AND EDUCATIONAL IMPACT. 30,000 NONE 12/31/2022; 9/19/2023   FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1).
AFRICAN LEADERSHIP GROUP (CO CNDC)
  		10700 E EVANS AVENUE
AURORA,CO80014 		2021-11-15 30,000 ALG HELPS THE AFRICAN DIASPORA INTEGRATE AND PROSPER BY CONNECTING CULTURES, DEVELOPING STRONG COMMUNITY LEADERS, AND ADVOCATING FOR ECONOMIC, SOCIAL AND EDUCATIONAL IMPACT. 30,000 NONE 10/27/2022; 1/28/2023   FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1).
AFRICAN LEADERSHIP GROUP (CO CNDC)
  		10700 E EVANS AVENUE
AURORA,CO80014 		2023-11-10 10,000 ALG HELPS THE AFRICAN DIASPORA INTEGRATE AND PROSPER BY CONNECTING CULTURES, DEVELOPING STRONG COMMUNITY LEADERS, AND ADVOCATING FOR ECONOMIC, SOCIAL AND EDUCATIONAL IMPACT. 0 NONE REQUESTED   FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1).
AFRICAN LEADERSHIP GROUP (CO CNDC)
  		10700 E EVANS AVENUE
AURORA,CO80014 		2023-11-10 40,000 ALG HELPS THE AFRICAN DIASPORA INTEGRATE AND PROSPER BY CONNECTING CULTURES, DEVELOPING STRONG COMMUNITY LEADERS, AND ADVOCATING FOR ECONOMIC, SOCIAL AND EDUCATIONAL IMPACT. 0 NONE REQUESTED   FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1).
AGUAS CONSULTING (CO BELLWETHER EDUCATION PARTNERS)
  		517 BOSTON POST ROAD 171
SUDBURY,MA01776 		2022-11-14 20,000 AGUAS CONSULTING PROVIDES CONSULTING SERVICES FOR EDUCATIONAL PARTNERS FOCUSED ON HIGH-IMPACT SCHOOLS AND MODELS FOR MARGINALIZED STUDENTS. THE NATIONAL CAMPAIGN FOR HIGHEST-NEED STUDENTS IS AN EFFORT TO ENSURE THAT SCHOOLS DEMONSTRATING THE GREATEST IMPACT WITH HIGHEST-NEED STUDENTS ARE IDENTIFIED, STRENGTHENED, AND SCALED. 20,000 NONE 12/31/2022, 1/31/2024   FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1).
APPRENTICE OF PEACE YOUTH ORGANIZATION (CO TRAILHEAD INSTITUTE)
  		1999 BROADWAY SUITE 600
DENVER,CO80202 		2022-08-08 20,000 AOPYO HELPS DEVELOP STUDENTS THROUGH A WHOLE-PERSON APPROACH BY INTEGRATING MENTORING, ENRICHMENTS, AND CAREER PATHWAY PROGRAMS. 20,000 NONE 1/31/2023; 9/15/2023   FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1).
APPRENTICE OF PEACE YOUTH ORGANIZATION (CO TRAILHEAD INSTITUTE)
  		1999 BROADWAY SUITE 600
DENVER,CO80202 		2023-10-20 30,000 AOPYO HELPS DEVELOP STUDENTS THROUGH A WHOLE-PERSON APPROACH BY INTEGRATING MENTORING, ENRICHMENTS, AND CAREER PATHWAY PROGRAMS. 0 NONE REQUESTED   FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1).
CONVIVIR (CO MOONSHOT EDVENTURES)
  		3840 N YORK STREET SUITE 145
DENVER,CO80205 		2021-11-29 30,000 CONVIVIR IS A PROGRAM THAT SUPPORTS IMMIGRANT STUDENTS AND FAMILIES IN AURORA THROUGH CAPACITY BUILDING, POLITICAL EDUCATION, AND A SUMMER PROGRAM. 30,000 NONE 2/1/2023   FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1).
DENVER JOURNAL OF EDUCATION AND COMMUNITY (CO NBCDI)
  		8455 COLESVILLE RD STE 910
SILVER SPRING,MD20910 		2022-05-11 50,000 DJEC IS A COMMUNITY EDUCATION JOURNAL FOCUSED ON TOPICS OF EDUCATION IN THE GREATER DENVER AREA. BY ENGAGING IN COMMUNITY DISCOURSE, AND CONNECTING THIS CONTENT TO SCHOLARSHIP AND POLICY, DJEC HOPES TO CONTRIBUTE TO LOCAL EDUCATION THINKING BY OFFERING A BALANCED AND WELL-INFORMED PERSPECTIVE. 50,000 NONE 12/31/2022   FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1).
FORMATION VENTURES
  		4653 CARMEL MOUNTAIN RD STE 308-97
SAN DIEGO,CA92130 		2023-10-12 30,000 FORMATION VENTURES SUPPORTS STUDENTS TO BECOME SUCCESSFUL ENTREPRENEURS, WHEREVER THEY ARE ON THEIR JOURNEY. WE ARE LEARNERS, MENTORS, STAFF, AND PARTNERS, ALL OF WHOM ARE FOCUSED ON BUILDING THE CAPACITY AND CONFIDENCE OF EMERGING BLACK ENTREPRENEURS. 0 NONE REQUESTED   FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1).
FORMATION VENTURES (CO CAMBIAR EDUCATION)
  		4653 CARMEL MOUNTAIN RD STE 308-97
SAN DIEGO,CA92130 		2021-11-15 40,000 FORMATION VENTURES AIMS TO DRAMATICALLY INCREASE THE NUMBER AND SUCCESS OF BLACK ENTREPRENEURS, STARTING IN HIGH SCHOOL. THEY FOCUS ON PROVIDING A COMBINATION OF IDENTITY-AFFIRMING, STUDENT-DIRECTED, AND EXPOSURE-RICH LEARNING EXPERIENCES, INCUBATOR-LIKE SUPPORTS, AND MEANINGFUL FUNDING TO HELP YOUNG BLACK ENTREPRENEURS ACCELERATE THEIR SUCCESS. 40,000 NONE 12/31/2022   FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1).
FORMATION VENTURES (CO CAMBIAR EDUCATION)
  		4653 CARMEL MOUNTAIN RD STE 308-97
SAN DIEGO,CA92130 		2022-05-19 20,000 FORMATION VENTURES SUPPORTS STUDENTS TO BECOME SUCCESSFUL ENTREPRENEURS, WHEREVER THEY ARE ON THEIR JOURNEY. WE ARE LEARNERS, MENTORS, STAFF, AND PARTNERS, ALL OF WHOM ARE FOCUSED ON BUILDING THE CAPACITY AND CONFIDENCE OF EMERGING BLACK ENTREPRENEURS. 20,000 NONE 12/31/2022   FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1).
FORMATION VENTURES (CO CAMBIAR EDUCATION)
  		4653 CARMEL MOUNTAIN RD STE 308-97
SAN DIEGO,CA92130 		2022-10-07 30,000 FORMATION VENTURES SUPPORTS STUDENTS TO BECOME SUCCESSFUL ENTREPRENEURS, WHEREVER THEY ARE ON THEIR JOURNEY. WE ARE LEARNERS, MENTORS, STAFF, AND PARTNERS, ALL OF WHOM ARE FOCUSED ON BUILDING THE CAPACITY AND CONFIDENCE OF EMERGING BLACK ENTREPRENEURS. 30,000 NONE 12/31/2022   FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1).
FORMATION VENTURES (CO CAMBIAR EDUCATION)
  		4653 CARMEL MOUNTAIN RD STE 308-97
SAN DIEGO,CA92130 		2022-10-21 35,000 FORMATION VENTURES SUPPORTS STUDENTS TO BECOME SUCCESSFUL ENTREPRENEURS, WHEREVER THEY ARE ON THEIR JOURNEY. WE ARE LEARNERS, MENTORS, STAFF, AND PARTNERS, ALL OF WHOM ARE FOCUSED ON BUILDING THE CAPACITY AND CONFIDENCE OF EMERGING BLACK ENTREPRENEURS. 35,000 NONE 12/31/2022; 5/22/2023   FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1).
FOUNDATION TO BE NAMED LATER (CO PHILANTHROPY MA)
  		133 FEDERAL STREET SUITE 802
BOSTON,MA02110 		2021-11-29 55,000 FOUNDATION TO BE NAMED LATER IS DEDICATED TO IMPROVING LIVES THROUGH EDUCATION, LEADERSHIP AND THE HEALTHY DEVELOPMENT OF YOUTH AND FAMILIES. THEY PROVIDE DIRECT PETER GAMMONS COLLEGE SCHOLARSHIPS AND PARTNER WITH NONPROFITS THAT BENEFIT URBAN YOUTH AND FAMILIES CONCENTRATING ON LEADERSHIP, EDUCATION AND HEALTHY DEVELOPMENT. 55,000 NONE 12/31/2022   FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1).
FRANKLIN STREET STUDIO (CO CAMBIAR EDUCATION)
  		1613 E 25TH AVENUE
DENVER,CO80205 		2022-10-07 50,000 FRANKLIN STREET HELPS EDUCATORS REIMAGINE WHAT SCHOOLS COULD BE: PLACES OF DISCOVERY, JOY, AND GROWTHNOT JUST FOR THE KIDS BUT FOR THE ADULTS, TOO. 30,000 NONE 1/30/2022   FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1).
FRANKLIN STREET STUDIO (CO CAMBIAR EDUCATION)
  		1613 E 25TH AVENUE
DENVER,CO80205 		2023-10-20 60,000 FRANKLIN STREET HELPS EDUCATORS REIMAGINE WHAT SCHOOLS COULD BE: PLACES OF DISCOVERY, JOY, AND GROWTHNOT JUST FOR THE KIDS BUT FOR THE ADULTS, TOO. 0 NONE REQUESTED   FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1).
GREATER THAN ONE COLLECTIVE (CO LAUNCH NETWORK)
  		8421 E 21ST AVE
DENVER,CO80238 		2022-01-07 50,000 THE GREATER THAN ONE COLLECTIVE IS A NETWORK OF COMMUNITY ORGANIZATIONS, SUPPORTED AND COORDINATED BY A BACKBONE ORGANIZATION, THAT FACILITATES TRANSFORMATIONAL CHANGES IN THE AREAS OF EDUCATION, EMPLOYMENT, HEALTH, AND WEALTH. 50,000 NONE 12/31/2022   FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1).
JOYFUL IMPACT ACCELERATOR
  		44 HOWARD AVE
NEW HAVEN,CT06519 		2022-05-19 50,000 THROUGH THE JOYFUL IMPACT ACCELERATOR, BUILDING IMPACT HELPS FORWARD THINKING LEADERS WITH BIG VISIONS FOR MAKING CHANGE IN THE WORLD DEVELOP THE KNOWLEDGE, SKILLS, AND MINDSETS NECESSARY TO MAKE THE VERY MOST OF THEIR OWN POTENTIAL AS CHANGE AGENTS. THIS UNIQUE PROGRAM IS OFFERED TO LEADERS OF SOCIAL VENTURES IN THE EDUCATION ARENA, WITH AN EMPHASIS ON THOSE WITH A VISION TO TRANSFORM THE PROVISION OF K12 EDUCATION. 50,000 NONE 12/31/2022   FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1).
LIBERATED (CO NATIONAL EQUITY PROJECT)
  		1720 BROADWAY STE 400
OAKLAND,CA94612 		2021-08-24 35,000 LIBERATED:A LIBERATORY APPROACH TO SOCIAL AND EMOTIONAL LEARNING (SEL), RACIAL JUSTICE, AND HEALING. LIBERATED CENTERS RADICAL LOVE, JUSTICE, AND HEALING IN SOCIAL AND EMOTIONAL LEARNING. 35,000 NONE 1/21/2022; 12/31/2022; 12/31/2023   FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1).
LIBERATED (CO NATIONAL EQUITY PROJECT)
  		1720 BROADWAY STE 400
OAKLAND,CA94612 		2022-03-18 50,000 LIBERATED IS A SOCIAL AND EMOTIONAL LEARNING APPROACH TO RACIAL JUSTICE AND HEALING. A MOVEMENT. A COLLECTIVE. A PATH TOWARDS LIBERATION. 50,000 NONE 12/31/2022; 12/31/2023; 1/31/2024   FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1).
LIBERATED (CO NATIONAL EQUITY PROJECT)
  		1720 BROADWAY STE 400
OAKLAND,CA94612 		2023-05-15 60,000 LIBERATED IS A SOCIAL AND EMOTIONAL LEARNING APPROACH TO RACIAL JUSTICE AND HEALING. A MOVEMENT. A COLLECTIVE. A PATH TOWARDS LIBERATION. 55,728 NONE 1/31/2024; 2/2/2024   FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1).
MONTESSORI ON WHEELS
  		6300 E HAMPDEN AVE 2419
DENVER,CO80022 		2022-05-19 30,000 MOW IS MOVING EDUCATION LIBERATION FORWARD BY CO-CREATING MONTESSORI-BASED LEARNING ENVIRONMENTS WITHIN BLACK AND BROWN COMMUNITIES, ENSURING THAT CHILDREN AND FAMILIES CAN LEARN, PLAY, AND DREAM TOGETHER. MOW IS COMMITTED TO EMPOWERING FAMILIES AS THEIR CHILDS FIRST EDUCATOR AND TO CREATING SPACES THAT ARE CULTURALLY RELEVANT FOR CHILDREN OF COLOR TO EXPRESS THEIR JOY AND CREATIVITY. 30,000 NONE 3/01/2023   FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1).
MONTESSORI ON WHEELS
  		6300 E HAMPDEN AVE 2419
DENVER,CO80022 		2023-06-08 35,000 MOW IS MOVING EDUCATION LIBERATION FORWARD BY CO-CREATING MONTESSORI-BASED LEARNING ENVIRONMENTS WITHIN BLACK AND BROWN COMMUNITIES, ENSURING THAT CHILDREN AND FAMILIES CAN LEARN, PLAY, AND DREAM TOGETHER. MOW IS COMMITTED TO EMPOWERING FAMILIES AS THEIR CHILDS FIRST EDUCATOR AND TO CREATING SPACES THAT ARE CULTURALLY RELEVANT FOR CHILDREN OF COLOR TO EXPRESS THEIR JOY AND CREATIVITY. 9,125 NONE 1/31/2024   FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1).
ONE GENERATION (CO TIDES CENTER)
  		PO BOX 889385
LOS ANGELES,CA90088 		2022-07-15 30,000 ONE GENERATION FOCUSES ON IDENTIFYING PROMISING, EARLY-STAGE INNOVATIONS THAT BUILD SUSTAINABLE SOLUTIONS FOR INDIGENOUS COMMUNITIES, DEEPENING NATIONAL EFFORTS IN INDIGENOUS EDUCATION, AND SUPPORTING INDIGENOUS LEADERS POISED TO IMPACT SYSTEMS CHANGE. 30,000 NONE 12/31/2022; 5/31/2023   FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1).
ONE GENERATION (CO TIDES CENTER)
  		PO BOX 889385
LOS ANGELES,CA90088 		2023-08-18 40,000 ONE GENERATION FOCUSES ON IDENTIFYING PROMISING, EARLY-STAGE INNOVATIONS THAT BUILD SUSTAINABLE SOLUTIONS FOR INDIGENOUS COMMUNITIES, DEEPENING NATIONAL EFFORTS IN INDIGENOUS EDUCATION, AND SUPPORTING INDIGENOUS LEADERS POISED TO IMPACT SYSTEMS CHANGE. 4,339 NONE 12/31/2023   FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1).
RECONSTRUCTION US
  		1283 TUNICA STREET BOX 80160
MEMPHIS,TN38108 		2023-11-22 50,000 RECONSTRUCTION IS DRIVEN BY AN AMBITIOUS MISSION: DEVELOPING AND TEACHING K-12 SUPPLEMENTAL CURRICULUM THAT SITUATES BLACK PEOPLE, BLACK CULTURE, AND BLACK CONTRIBUTIONS TO AMERICAN AND WORLD HISTORY IN AN AUTHENTIC, IDENTITY-AFFIRMING WAY, SO THAT STUDENTS OF ALL BACKGROUNDS BENEFIT FROM A MORE COMPLETE UNDERSTANDING OF OUR SHARED HISTORY AND SOCIETY. 0 NONE REQUESTED   FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1).
RECONSTRUCTION US
  		1283 TUNICA ST BOX 80160
MEMPHIS,TN38108 		2022-10-14 20,000 PROGRAMMING AND OPERATIONS. 20,000 NONE 2/6/2023; 10/6/2023   FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1).
THE CENTER FOR HUMAN DEVELOPMENT (CO CAMBIAR EDUCATION)
  		4653 CARMEL MOUNTAIN ROAD SUITE
308-97
SAN DIEGO,CA91230 		2023-11-29 50,000 THE CENTER FOR HUMAN DEVELOPMENT (RENAMED TO THE RITHM PROJECT IN JAN 2024) AIMS TO STOKE CONVERSATION, INSIGHT, AND ACTION TO RETHREAD A SENSE OF HUMAN CONNECTION. AGAINST THE BACKDROP OF A LONELINESS EPIDEMIC AND UNPRECEDENTED TECHNOLOGICAL REVOLUTION, WE ARE AT A MOMENT OF GREAT PERIL AND PROMISE. THE RITHM PROJECT HOPES TO ENLIST LEADERS ACROSS SECTORS IN BUILDING A FUTURE WHERE THE NEXT GENERATION FEELS CONNECTED, WHOLE, AND FULLY HUMAN. 0 NONE REQUESTED   FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1).
THE GROVE (CO CNDC)
  		2590 WELTON STREET
DENVER,CO80205 		2023-11-10 55,000 THE GROVE IS AN INSPIRING COMMUNITY SPACE WHERE FOLKS UNLEASH THEIR CREATIVE GENIUS. THE PRIMARY GOAL IS DEVELOPING A SUSTAINABLE ECONOMIC MODEL. WE DO THIS BY OPERATING A VENUE RENTAL SPACE STAFFED BY PAID APPRENTICESHIPS FOR YOUNG ADULTS. THE SECONDARY GOAL IS TO CULTIVATE A COMMUNITY OF INTERGENERATIONAL LEARNERS THROUGH EDUCATION OPPORTUNITIES GROUNDED IN ART, MUSIC, AND WELLNESS. 0 NONE REQUESTED   FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1).
THE LEARNER STUDIO (CO CAMBIAR EDUCATION)
  		4653 CARMEL MOUNTAIN RD STE 308-97
SAN DIEGO,CA921306650 		2023-11-14 55,000 THE LEARNER STUDIO WILL ACCELERATE PROGRESS TOWARDS A FLEXIBLE, RIGOROUS, EQUITABLE, AND LEARNER CENTERED EDUCATION SYSTEM, SO ALL YOUNG PEOPLE ARE INSPIRED AND PREPARED TO THRIVE IN LIFE, CAREER, PROBLEM-SOLVING, AND CITIZENSHIP. 0 NONE REQUESTED   FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1).
VERONICA BENAVIDES CONSULTING LLC DBA BILINGUAL GENERATION
  		1143 FRUITVALE DRIVE
HOUSTON,TX77038 		2023-06-08 45,000 BILINGUAL GENERATION (FORMERLY THE LANGUAGE PRESERVATION PROJECT) IS A MOVEMENT TO REVERSE THE TREND OF LANGUAGE LOSS ACROSS THE GENERATIONS. WE SUPPORT FAMILIES AND EDUCATORS IN RECOGNIZING AND LEVERAGING THE STRENGTHS OF THEIR OWN CULTURE AND HERITAGE LANGUAGE AND THEN USING THIS TO RAISE AND TEACH MULTICULTURAL AND MULTILINGUAL CHILDREN. THIS PROJECT, STARTING IN SPANISH AND THEN EXPANDING TO OTHER LANGUAGES, WILL REVERSE YEARS OF INSTITUTIONALIZED AND CULTURAL MESSAGING THAT IMMIGRANT AND INDIGENOUS LANGUAGES AND CULTURES ARE WEAKNESSES AND NOT STRENGTHS. WE ARE FOCUSED ON PROVIDING FREE RELEVANT, PRACTICAL, RESEARCH-BASED TOOLS TO OUR AUDIENCE THROUGH OUR COMMUNITY RESOURCE HUB, BLOG, AND PODCAST. 45,000 NONE     FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1).
VERONICA BENAVIDES CONSULTING LLC DBA THE LANGUAGE PRESERVATION PROJECT
  		1143 FRUITVALE DRIVE
HOUSTON,TX77038 		2022-04-29 50,000 THE LANGUAGE PRESERVATION PROJECT IS A MOVEMENT TO REVERSE THE TREND OF LANGUAGE LOSS ACROSS THE GENERATIONS. WE SUPPORT FAMILIES AND EDUCATORS IN RECOGNIZING AND LEVERAGING THE STRENGTHS OF THEIR OWN CULTURE AND HERITAGE LANGUAGE AND THEN USING THIS TO RAISE AND TEACH MULTICULTURAL AND MULTILINGUAL CHILDREN. THIS PROJECT, STARTING IN SPANISH AND THEN EXPANDING TO OTHER LANGUAGES, WILL REVERSE YEARS OF INSTITUTIONALIZED AND CULTURAL MESSAGING THAT IMMIGRANT AND INDIGENOUS LANGUAGES AND CULTURES ARE WEAKNESSES AND NOT STRENGTHS. WE ARE FOCUSED ON PROVIDING FREE RELEVANT, PRACTICAL, RESEARCH-BASED TOOLS TO OUR AUDIENCE THROUGH OUR COMMUNITY RESOURCE HUB, BLOG, AND PODCAST. 50,000 NONE 12/31/2022; 2/21/2023   FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1).
VERONICA BENAVIDES CONSULTING LLC DBA THE LANGUAGE PRESERVATION PROJECT
  		1143 FRUITVALE DRIVE
HOUSTON,TX77038 		2022-09-16 44,000 THE LANGUAGE PRESERVATION PROJECT IS A MOVEMENT TO REVERSE THE TREND OF LANGUAGE LOSS ACROSS THE GENERATIONS. WE SUPPORT FAMILIES AND EDUCATORS IN RECOGNIZING AND LEVERAGING THE STRENGTHS OF THEIR OWN CULTURE AND HERITAGE LANGUAGE AND THEN USING THIS TO RAISE AND TEACH MULTICULTURAL AND MULTILINGUAL CHILDREN. THIS PROJECT, STARTING IN SPANISH AND THEN EXPANDING TO OTHER LANGUAGES, WILL REVERSE YEARS OF INSTITUTIONALIZED AND CULTURAL MESSAGING THAT IMMIGRANT AND INDIGENOUS LANGUAGES AND CULTURES ARE WEAKNESSES AND NOT STRENGTHS. WE ARE FOCUSED ON PROVIDING FREE RELEVANT, PRACTICAL, RESEARCH-BASED TOOLS TO OUR AUDIENCE THROUGH OUR COMMUNITY RESOURCE HUB, BLOG, AND PODCAST. 44,000 NONE 12/31/2022; 2/21/2023   FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1).
VOCAL COALITION (CO HNC)
  		1640 N DOWNING STREET 102
DENVER,CO80218 		2022-07-15 10,000 VOCO (VOCAL COALITION YOUTH CHOIRS), THROUGH MODERN VOCAL MUSIC EDUCATION, HELPS KIDS BECOME CONFIDENT PERFORMERS AND PEOPLE WHO BELIEVE IN THE POWER OF THEIR VOICE. 10,000 NONE 1/30/2022; 1/30/2023; 6/30/2023   FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1).
VOCAL COALITION (CO HNC)
  		1640 N DOWNING STREET 102
DENVER,CO80218 		2022-07-15 30,000 VOCO (VOCAL COALITION YOUTH CHOIRS), THROUGH MODERN VOCAL MUSIC EDUCATION, HELPS KIDS BECOME CONFIDENT PERFORMERS AND PEOPLE WHO BELIEVE IN THE POWER OF THEIR VOICE. 30,000 NONE 1/30/2022; 7/15/2022   FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1).
WE ARE FARMILY (CO HNC)
  		3533 N MARION ST
DENVER,CO80205 		2021-10-29 75,000 WE ARE FARMILY IS A NON-PROFIT EDUCATIONAL CENTER THAT IS FOCUSED ON SUSTAINABLE PRACTICES, OUTDOOR EDUCATION, SOCIAL & EMOTIONAL HEALTH WITH THE SUPPORT OF A MAKERSPACE. THROUGH LEARNING SUSTAINABLE PRACTICES AND INCREASING SELF-RELIANCE; STUDENTS, THEIR FAMILIES & THEIR COMMUNITIES CAN CREATE THE LIVES THEY IMAGINE FOR THEMSELVES. 75,000 NONE 2/11/2022; 1/31/2023   FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1).
WE ARE FARMILY (CO HNC)
  		3533 N MARION ST
DENVER,CO80205 		2022-05-19 75,000 WE ARE FARMILY IS A NON-PROFIT EDUCATIONAL CENTER THAT IS FOCUSED ON SUSTAINABLE PRACTICES, OUTDOOR EDUCATION, SOCIAL & EMOTIONAL HEALTH WITH THE SUPPORT OF A MAKERSPACE. THROUGH LEARNING SUSTAINABLE PRACTICES AND INCREASING SELF-RELIANCE; STUDENTS, THEIR FAMILIES & THEIR COMMUNITIES CAN CREATE THE LIVES THEY IMAGINE FOR THEMSELVES. 75,000 NONE 2/2/2023   FOUNDATION STAFF REVIEWED THE GRANTEES REPORT BUT DID NOT CONDUCT ANY INDEPENDENT VERIFICATION OF THE GRANTEES REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. TREAS. REG. SECTION 53.4945-5(C)(1).

TY 2022 InvestmentsOtherSchedule2
Name:
MARGULF FOUNDATION
EIN:
13-2927245
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SEMPER VIC PARTNERS QP FMV 20,093,485 20,093,485
WELLINGTON SELECT LEADERS FMV 14,663,234 14,663,234
HARBOUR SPRINGS FMV 1,666,249 1,666,249
OAKMARK FMV 7,006,072 7,006,072
EDGEWOOD GROWTH FMV 16,101,103 16,101,103
BLACKROCK STRATEGIC FMV 11,428,327 11,428,327
PIMCO FMV 15,802,995 15,802,995
RENAISSANCE FMV 7,093,719 7,093,719
MARSHALL WACE FMV 8,008,562 8,008,562
ANCHORAGE FMV 4,254,137 4,254,137
ANCHORAGE VIII FMV 1,982,751 1,982,751
FARALLON CAPITAL INVESTMENT FMV 8,992,865 8,992,865
ISHARES CORE S&P 500 ETF FMV 8,041,145 8,041,145
OWL VENTURES FUND III FMV 3,376,760 3,376,760
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP FMV 8,157,472 8,157,472
DAVIDSON KEMPNER OPPS INTL VI LP FMV 508,416 508,416
FARALLON EQUITY PARTNERS INTL LTD FMV 20,898,841 20,898,841
GQG PARTNERS EMERGING MARKETS EQUITY FUND FMV 7,036,744 7,036,744
HIGHCLERE INTL INVESTORS SMID FUND FMV 8,158,694 8,158,694
INDUS SELECT FUND LP FMV 7,792,981 7,792,981
JUNTO CAPITAL PARTNERS LP FMV 8,859,862 8,859,862
CETCOM ASSOCIATES, LP FMV 453,500 453,500
MAINSAIL PARTNERS V FMV 5,361,035 5,361,035
SHERIDAN SQUARE FMV 11,743,394 11,743,394
OWL VENTURES IV FMV 3,801,523 3,801,523
ANOMALY CAPITAL FMV 9,249,860 9,249,860
VITRUVIAN INVESTMENT PARTNERSHIP IV FMV 4,815,951 4,815,951
CASDIN CAPITAL FMV 2,189,329 2,189,329
CASDIN CAPITAL FUND II FMV 2,158,950 2,158,950
CASDIN PARTNERS OFFSHORE FUND FMV 1,525,546 1,525,546
MAINSAIL PARTNERS VI FMV 1,305,304 1,305,304
MIDOCEAN PARTNERS VI FMV 783,788 783,788

TY 2022 LandEtcSchedule2
Name:
MARGULF FOUNDATION
EIN:
13-2927245
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
LEASEHOLD IMPROVEMENTS 185,252 92,535 92,717 92,717
FURNITURE AND FIXTURES 114,603 49,310 65,293 65,293
SOFTWARE 75,800 14,930 60,870 60,870


TY 2022 LegalFeesSchedule
Name:
MARGULF FOUNDATION
EIN:
13-2927245
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 2,988 0 0 3,140


TY 2022 OtherAssetsSchedule
Name:
MARGULF FOUNDATION
EIN:
13-2927245
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DEPOSITS 42,153 42,153 42,153


TY 2022 OtherExpensesSchedule
Name:
MARGULF FOUNDATION
EIN:
13-2927245
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK CHARGES 294 0 0 294
PERMITS, LICENCES AND FEES 3,635 0 0 3,615
OFFICE AND MISCELLANEOUS EXPENSE 11,185 0 0 36,918
PROGRAM EXPENSE 3,064 0 0 3,064
PHONE AND INTERNET 99,255 0 0 102,646


TY 2022 OtherIncomeSchedule2
Name:
MARGULF FOUNDATION
EIN:
13-2927245
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP INCOME 0 2,560,211  


TY 2022 OtherIncreasesSchedule
Name:
MARGULF FOUNDATION
EIN:
13-2927245
Description Amount
UNREALIZED GAIN 14,297,650


TY 2022 OtherLiabilitiesSchedule
Name:
MARGULF FOUNDATION
EIN:
13-2927245
Description Beginning of Year - Book Value End of Year - Book Value
LEASEHOLD LIABILITY 21,277 42,025


TY 2022 OtherProfessionalFeesSchedule
Name:
MARGULF FOUNDATION
EIN:
13-2927245
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FINANCIAL ADVISOR FEES 300,000 300,000 0 0
OTHER CONSULTING FEES 405,650 0 0 405,650
INVESTMENT MGMT. FEES 221,933 221,933 0 0
RETIREMENT PLAN CONSULTING FEES 10,203 0 0 10,203
PIPELINE PARTNERS CONSULTING FEES 0 0 0 2,000


TY 2022 TaxesSchedule
Name:
MARGULF FOUNDATION
EIN:
13-2927245
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT 241,906 0 0 0
PROPERTY TAXES 6,620 0 0 6,571