2024-12-19T13:57:30-06:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 8390 EAST CRESCENT PARKWAY SUITE 300 GREENWOOD VILLAGE CO 80111 990 2023-07-01 846048410 THE HELEN G BONFILS FOUNDATION HELE 3034464848 1101 13TH STREET DENVER CO 80204 MARTIN SEMPLE PRESIDENT 3034464848 2024-12-17 1 1 SARAH HINTZ P00492291 3037795710 2024-12-17 2023 2024-10-15 13:58:12Z MARTIN SEMPLE 1101 13TH STREET DENVER CO 80204 8362070 0 X N/A X 1961 CO ORGANIZED AND OPERATED FOR THE BENEFIT AND SUPPORT OF THE DENVER CENTER FOR THE PERFORMING ARTS. 10 10 0 10 0 0 0 48 0 0 352486 732200 4665 216490 357151 948738 1000000 1000000 0 0 0 0 0 0 0 667595 478424 1667595 1478424 -1310444 -529686 35497774 37026169 5352861 5173811 30144913 31852358 X THE HELEN G. BONFILS FOUNDATION, ORGANIZED AND OPERATED FOR THE EXCLUSIVE BENEFIT AND SUPPORT OF THE DENVER CENTER FOR THE PERFORMING ARTS (DCPA), IS AN ORGANIZATION DESCRIBED IN SECTION 509(A)(3) OF THE INTERNAL REVENUE CODE. THE DCPA WAS INCORPORATED IN 1953 FOR THE PURPOSE OF CREATING AND PROMOTING AN INTEREST IN AND AN APPRECIATION AND KNOWLEDGE OF THE PERFORMING ARTS. THE DCPA OPERATES THE HELEN BONFILS THEATRE COMPLEX AND OTHER FACILITIES AT THE DENVER PERFORMING ARTS COMPLEX UNDER 50-YEAR LEASES WITH THE CITY AND COUNTY OF DENVER. THE FOUNDATION HAS PLEDGED ITS ENTIRE RESOURCES TO OR FOR THE USE OF THE DCPA. TWO REPRESENTATIVES OF THE DCPA SERVE ON THE BOARD OF TRUSTEES OF THE FOUNDATION. 0 0 1306877 1000000 0 THE HELEN G. BONFILS FOUNDATION, ORGANIZED AND OPERATED FOR THE EXCLUSIVE BENEFIT AND SUPPORT OF THE DENVER CENTER FOR THE PERFORMING ARTS (DCPA), IS AN ORGANIZATION DESCRIBED IN SECTION 509 (A)(3) OF THE INTERNAL REVENUE CODE. THE DCPA WAS INCORPORATED IN 1953 FOR THE PURPOSE OF CREATING AND PROMOTING AN INTEREST IN AND AN APPRECIATION AND KNOWLEDGE OF THE PERFORMING ARTS. THE DCPA OPERATES THE HELEN BONFILS THEATRE COMPLEX AND OTHER FACILITIES AT THE DENVER PERFORMING ARTS COMPLEX UNDER LEASES WITH THE CITY AND COUNTY OF DENVER. THE FOUNDATION HAS PLEDGED ITS ENTIRE RESOURCES TO OR FOR THE USE OF THE DCPA. 1306877 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X MARTIN SEMPLE 3034464848 1101 13TH ST DENVER CO 80204 X MARTIN SEMPLE PRESIDENT 8.00 1.00 X X 0 0 0 WILLIAM DEAN SINGLETON VICE PRESIDENT 1.00 1.00 X X 0 0 0 DR REGINALD WASHINGTON SECRETARY/TREASURER 1.00 1.00 X X 0 0 0 NICOLE AMENT TRUSTEE 1.00 1.00 X 0 0 0 SUSAN FOX PINKOWITZ TRUSTEE 1.00 1.00 X 0 0 0 KEVIN KILSTROM TRUSTEE 1.00 1.00 X 0 0 0 RUTH KREBS TRUSTEE 1.00 1.00 X 0 0 0 ROBERT C NEWMAN TRUSTEE THRU 12/23 1.00 0.00 X 0 0 0 HASSAN SALEM TRUSTEE 1.00 8.00 X 0 0 0 ROBERT SLOSKY TRUSTEE 1.00 1.00 X 0 0 0 JUDI WOLF TRUSTEE 1.00 1.00 X 0 0 0 0 0 0 0 0 0 0 0 48 48 638908 638908 2982 2982 7506624 7413332 93292 93292 93292 OTHER INCOME 900099 213508 213508 213508 948738 0 0 948690 1000000 1000000 44314 44314 117868 117868 47 47 12105 8577 3528 298300 298300 3256 3256 MINERAL RIGHTS 2534 2534 1478424 1306877 171547 0 327950 232043 1564 3256 3109 25899956 19965281 6232975 5934675 21158252 28618932 7765181 2228814 8596 8596 35497774 37026169 3780 5349081 5173811 5352861 5173811 X 30144913 31852358 30144913 31852358 35497774 37026169 -529686 2132769 104362 0 X X 0 1 X 1 0 X X 1 THE DENVER CENTER FOR THE PERFORMING ARTS 840407760 7 1 1000000 0 1 1000000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 93292 0 0 0 0 0 93292 299267 298300 0 0 0 0 -299267 -205008 28829894 30733420 392233 277535 0 0 29222127 31010955 0 0 0 29222127 31010955 439000 465164 28783127 30545791 1007409 1069103 0 0 1007409 1069103 -299267 -254377 1007409 1007409 0 1007409 1000000 306877 171547 0 0 0 1478424 1306876 1007409 100.000000000000 1007409 0 0 522638 1677562 2125554 1667595 5993349 0 1007409 0 4985940 1478424 0 1478424 0 0 6464364 0 1192791 2125554 1667595 1478424 PART IV, SECTION D, LINE 3: THE SUPPORTED ORGANIZATION HAS AN ADEQUATE RELATIONSHIP WITH THE SUPPORTING ORGANIZATION BECAUSE: A. THE SUPPORTED ORGANIZATION REGULARLY APPOINTS OR ELECTS TWO TRUSTEES OF THE SUPPORTING ORGANIZATION; B. AT LEAST ONE MEMBER OF THE GOVERNING BODY OF THE SUPPORTED ORGANIZATION ALSO SERVES AS AN OFFICER, DIRECTOR, OR TRUSTEE OF THE SUPPORTING ORGANIZATION; AND C. THE OFFICERS, DIRECTORS, OR TRUSTEES OF THE SUPPORTING ORGANIZATION AND OF THE SUPPORTED ORGANIZATION MAINTAIN A CLOSE AND CONTINUOUS WORKING RELATIONSHIP. BECAUSE OF THIS RELATIONSHIP, THE SUPPORTED ORGANIZATION HAS A VOICE IN THE SUPPORTING ORGANIZATION'S INVESTMENT POLICIES, TIMING AND AMOUNT OF GRANTS, AND OTHER USE OF INCOME OR ASSETS. 9889978 8665940 1224038 15991363 11281911 4709452 18615 17430 1185 5934675 HEDGE FUNDS 2222189 F EQUITY FUNDS 6625 F 2228814 RISER PAYABLE 1482018 PROMISE TO GIVE - USE OF BUILDING 3691793 5173811 6759794 2132769 3796155 5928924 830870 117868 117868 948738 5052349 3691793 3691793 1360556 117868 117868 1478424 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS N/A 291529 0 0 0 0 0 0 291529 0 291529 0 0 1 0 1 0 PART I, LINE 3: THE ACCRUAL METHOD WAS USED TO ACCOUNT FOR EXPENDITURES AND INVESTMENTS IN PART I. 1 THE DENVER CENTER FOR THE PERFORMING ARTS 1101 13TH STREET DENVER CO 80204 840407760 501(C)3 1000000 0 N/A N/A SUPPORT DCPA'S PROGRAMMING 1 0 PART I, LINE 2: THE ORGANIZATION WORKS CLOSELY WITH THE GRANTEE, DENVER CENTER FOR PERFORMING ARTS (DCPA) TO ENSURE GRANT MONEY IS USED PROPERLY AS A MAJORITY OF THE ORGANIZATION'S BOARD IS ALSO ON DCPA'S BOARD. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF TRUSTEES MAY CREATE AN EXECUTIVE COMMITTEE CONSISTING OF THREE OR MORE MEMBERS OF THE BOARD OF TRUSTEES. AT LEAST ONE MEMBER OF THE EXECUTIVE COMMITTEE SHALL BE A TRUSTEE APPOINTED BY THE DENVER CENTER FOR THE PERFORMING ARTS. POWERS AND DUTIES MAY BE DIRECTED OR DELEGATED BY THE BOARD OF TRUSTEES. THERE WAS AN EXECUTIVE COMMITTEE IN EXISTENCE DURING THE YEAR WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE ORGANIZATION'S INDEPENDENT CPA WITH INFORMATION PROVIDED BY MANAGEMENT. THE FORM 990 WILL BE E-MAILED TO EACH TRUSTEE FOR REVIEW AND EACH TRUSTEE WILL HAVE THE OPPORTUNITY TO RESPOND WITH QUESTIONS, COMMENTS, OR FEEDBACK PRIOR TO THE FORM BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY FOR HGBF APPLIES TO ALL RESPONSIBLE PERSONS - ACTIVE MEMBERS OF THE BOARD OF TRUSTEES OF THE HGBF AND ALL PERSONS EMPLOYED BY THE HGBF, REGARDLESS OF POSITION. RESPONSIBLE PERSONS SHALL SCRUTINIZE THEIR CIRCUMSTANCES TO IDENTIFY ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST BASED ON THE GUIDELINES IN THE POLICY, AND MUST DISCLOSE ANY CONFLICT OF INTEREST AS DESCRIBED IN THE POLICY. FURTHER, IN THE EVENT A CONFLICT OF INTEREST ARISES WHICH HAS NOT BEEN DISCLOSED PREVIOUSLY THE RESPONSIBLE PERSON SHALL DISCLOSE SUCH CONFLICT OF INTEREST AS SOON AS POSSIBLE. THE INFORMATION DISCLOSED SHALL BE TREATED AS CONFIDENTIAL AND SHALL NOT BE DISCLOSED BY THE HGBF EXCEPT TO THE EXTENT DISCLOSURE IS REQUIRED TO CONSIDER A CONFLICT OF INTEREST OR FOR ANY OTHER LEGITIMATE BUSINESS PURPOSE AS DETERMINED IN THE SOLE DISCRETION OF THE HGBF. IF A RESPONSIBLE PERSON IS UNSURE WHETHER THEIR CIRCUMSTANCES CONSTITUTE A CONFLICT OF INTEREST, IT IS THEIR RESPONSIBILITY TO RAISE THE ISSUE WITH THE CHAIRPERSON AND/OR PRESIDENT/CEO TO DETERMINE WHETHER A CONFLICT EXISTS. THIS RULE CAN BE CONSTRUED AS "WHEN IN DOUBT, FIND OUT." EACH TRUSTEE AND MEMBER OF SENIOR MANAGEMENT SHALL ANNUALLY, AND PROMPTLY AS SPECIFIC CONFLICTS OF INTEREST ARISE, COMPLETE A CONFLICT OF INTEREST/CONFIDENTIALITY STATEMENT FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES THAT CONSTITUTE A CONFLICT OF INTEREST. ALL OTHER EMPLOYEES SHALL ACKNOWLEDGE ANNUALLY THAT THEY HAVE READ AND UNDERSTAND THE POLICY, AND SHALL COMPLETE A CONFLICT OF INTEREST FORM ANYTIME THEY BELIEVE THEY MAY HAVE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST. COMPLETED CONFLICT OF INTEREST/CONFIDENTIALITY STATEMENT FORMS WILL REMAIN ON FILE IN THE CORPORATE RECORDS OF THE HGBF IN ACCORDANCE WITH THE HGBF'S DOCUMENT RETENTION POLICY. MANAGEMENT SHALL BE RESPONSIBLE FOR COLLECTING COMPLETED CONFLICT OF INTEREST/CONFIDENTIALITY STATEMENT FORMS ANNUALLY FROM ALL TRUSTEES. ALL FORMS MUST BE SUBMITTED TO THE PRESIDENT FOR REVIEW. ANY FORMS WHICH INDICATE AN ACTUAL OR POTENTIAL CONFLICT SHALL BE REVIEWED BY THE ENTIRE HGBF BOARD OF TRUSTEES. THE HGBF SHALL NOT ENTER INTO A TRANSACTION IN WHICH A RESPONSIBLE PERSON HAS A CONFLICT OF INTEREST UNLESS A DETERMINATION IS MADE THAT THE TRANSACTION IS IN THE BEST INTEREST OF THE HGBF. TO ENSURE THAT DECISIONS ARE NOT INFLUENCED BY PERSONS WITH CONFLICTS OF INTEREST, THE FOLLOWING PROCEDURES WILL BE FOLLOWED: FOR EMPLOYEES: A. A RESPONSIBLE PERSON WHO IS AN EMPLOYEE OF THE HGBF SHALL NOT EVALUATE, RECOMMEND OR APPROVE ANY ACTION, TRANSACTION OR CONTRACT REGARDING THE MATTER ON WHICH HE OR SHE HAS A CONFLICT OF INTEREST. B. PRIOR TO MAKING A DECISION TO ENTER INTO A CONTRACT OR TRANSACTION, A RESPONSIBLE PERSON HAVING A CONFLICT OF INTEREST SHALL DISCLOSE TO THE HGBF'S PRESIDENT ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. C. A PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN OR BE PERMITTED TO HEAR THE MANAGEMENT'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. SUCH PERSON SHALL NOT ATTEMPT TO EXERT HIS OR HER PERSONAL INFLUENCE WITH RESPECT TO THE MATTER, EITHER DURING OR OUTSIDE OF ANY MEETINGS REGARDING THE TRANSACTION. D. IF MANAGEMENT DETERMINES THAT ENTERING INTO THE TRANSACTION IS IN THE BEST INTEREST OF THE HGBF DESPITE THE EMPLOYEE'S CONFLICT OF INTEREST, SUCH DECISION MUST BE DOCUMENTED AND COPIES OF THE DOCUMENTATION MAINTAINED WITH THE ACCOUNTING RECORDS FOR THAT TRANSACTION. THE ACCOUNTING RECORDS WILL REMAIN ON FILE IN THE CORPORATE RECORDS OF THE HGBF IN ACCORDANCE WITH THE HGBF'S DOCUMENT RETENTION POLICY. FOR TRUSTEES: A. PRIOR TO MAKING A DECISION TO ENTER INTO A CONTRACT OR TRANSACTION, OR VOTING ON A MATTER INVOLVING A CONFLICT OF INTEREST, A RESPONSIBLE PERSON HAVING A CONFLICT OF INTEREST SHALL DISCLOSE TO THE HGBF'S PRESIDENT ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. SUCH DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE BOARD OF TRUSTEES MEETING. B. A RESPONSIBLE PERSON WHO PLANS NOT TO ATTEND A MEETING AT WHICH HE OR SHE HAS REASON TO BELIEVE THAT THE BOARD OR COMMITTEE WILL ACT ON A MATTER IN WHICH THE PERSON HAS A CONFLICT OF INTEREST SHALL DISCLOSE TO THE PRESIDENT OF THE MEETING ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. THE PRESIDENT SHALL REPORT THE DISCLOSURE AT THE MEETING AND THE DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. C. A PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN OR BE PERMITTED TO HEAR THE BOARD'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. SUCH PERSON SHALL NOT ATTEMPT TO EXERT HIS OR HER PERSONAL INFLUENCE WITH RESPECT TO THE MATTER, EITHER AT OR OUTSIDE THE MEETING. D. A PERSON WHO HAS A CONFLICT OF INTEREST WITH RESPECT TO A CONTRACT OR TRANSACTION THAT WILL BE VOTED ON AT A MEETING SHALL NOT BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM FOR THE PURPOSES OF THE VOTE. THE PERSON HAVING A CONFLICT OF INTEREST MAY NOT VOTE ON THE CONTRACT OR TRANSACTION AND SHALL NOT BE PRESENT IN THE MEETING ROOM WHEN THE VOTE IS TAKEN, UNLESS THE VOTE IS BY SECRET BALLOT. SUCH PERSON'S INELIGIBILITY TO VOTE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE IN THE FOUNDATION OFFICES UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. DENVER CENTER FOR PERFORMING ARTS 1101 13TH STREET DENVER CO 80204 840407760 PERFORMING ARTS CO 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0