2024-05-09T07:45:34-05:00 2023-12-31 861065772 DELOITTE TAX LLP 1601 WEWATTA STREET SUITE 400 DENVER CO 802026472 990 2023-01-01 916498816 REISHER FAMILY FOUNDATION REIS 3032351301 12345 W COLFAX AVENUE LAKEWOOD CO 802153742 MARLENE J BECKER ASSISTANT SECRETARY 3032351301 2024-05-08 1 MARLENE BECKER 999009999 0 PJ KOVACH P00954161 3032925400 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z MARY REISHER 12345 W COLFAX AVENUE LAKEWOOD CO 802153742 51388605 0 X N/A X 2000 CO TO PROVIDE GRANTS TO THE REISHER SCHOLARSHIP FUND AT THE DENVER FOUNDATION. 8 5 0 0 0 0 438765543 27495726 0 0 5778795 23892879 0 0 444544338 51388605 4460800 16041760 0 0 40000 45000 0 0 0 491896 534377 4992696 16621137 439551642 34767468 521642537 556410005 0 0 521642537 556410005 TO PROVIDE GRANTS TO THE REISHER SCHOLARSHIP FUND AT THE DENVER FOUNDATION. 0 0 16041760 16041760 IN THE SPRING OF 2023, THE REISHER SCHOLARSHIP COMMITTEE AT THE DENVER FOUNDATION DESIGNATED NEW REISHER SCHOLARS AT THE FOLLOWING COLORADO UNIVERSITIES: THE UNIVERSITY OF NORTHERN COLORADO, METROPOLITAN STATE UNIVERSITY OF DENVER, THE UNIVERSITY OF COLORADO AT DENVER, THE UNIVERSITY OF COLORADO AT COLORADO SPRINGS, COLORADO STATE UNIVERSITY, COLORADO MESA UNIVERSITY, COLORADO STATE UNIVERSITY AT PUEBLO AND FORT LEWIS COLLEGE AT DURANGO.DURING 2023, THE REISHER FAMILY FOUNDATION MADE GRANTS TOTALING $ 16,041,760 TO ITS SUPPORTED ORGANIZATION, THE DENVER FOUNDATION, TO PROVIDE FOR THE CONTINUATION AND GROWTH OF THE REISHER SCHOLARSHIP PROGRAM. 357789 ADMINISTRATION FEE PAID TO THE DENVER FOUNDATION FOR THE REISHER SCHOLARSHIP PROGRAM. 16399549 1 1 0 0 0 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 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 4 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 5 1 0 0 0 0 1 0 1 0 0 0 0 1 1 1 0 0 0 0 0 X MARLENE J BECKER 3032351301 12345 W COLFAX AVE LAKEWOOD CO 802153742 MARY S REISHER PRES/TREASURER/TRUSTEE 4.00 X X 0 0 0 NANCY A REISHER TRUSTEE 2.00 X 0 0 0 ROBERT G FOWLER TRUSTEE 2.00 X 10000 0 0 JANET C GARDINER TRUSTEE 3.00 X 15000 0 0 LAURA G MARVIN TRUSTEE 2.00 X 10000 0 0 JAMES A REUTER TRUSTEE 2.00 X 0 0 0 ROBERT M VINTON TRUSTEE 2.00 X 10000 0 0 SHARON L HARPER TRUSTEE 2.00 22.00 X 0 73812 0 MARLENE J BECKER ASST SECRETARY 2.00 X 0 0 0 JAMES R WALKER SECRETARY 2.00 X 0 0 0 45000 73812 0 0 0 0 0 0 27495726 27495726 23892879 23892879 51388605 0 0 23892879 16041760 16041760 45000 45000 64900 64900 7699 7699 32832 32832 1186 1186 120 120 4748 4748 ADMIN FEE TO THE DENVER 357789 357789 FOREIGN TAXES 53078 53078 STOCK VALUATION 7000 7000 REG REPORTING 5025 5025 16621137 16399549 221588 0 2000 2000 52504500 53334002 469136037 503074003 521642537 556410005 0 0 X 521642537 556410005 521642537 556410005 521642537 556410005 34767468 0 X 0 0 0 X X X 1 THE DENVER FOUNDATION 846048381 7 1 16041760 0 1 16041760 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 5778794 23892879 5778794 23892879 0 0 0 0 531896 579377 5246898 23313502 57156243 106681486 16438550 56548417 402028980 407691360 475623773 570921263 0 0 0 475623773 570921263 7134357 8563819 468489416 562357444 16397130 19682511 0 0 16397130 19682511 5246898 4459863 16397130 16397130 0 16397130 16041760 0 357789 0 0 0 16399549 16399549 16397130 100.000000000000 16397130 0 0 0 0 1 33 34 0 34 0 34 16399549 0 16397096 2419 0 0 2453 0 0 1 33 2419 PART IV, SECTION D, LINE 3: THE DENVER FOUNDATION ("TDF") HAS A SIGNIFICANT VOICE IN THE REISHER FAMILY FOUNDATION'S ("FOUNDATION") OPERATIONS AND INVESTMENT DECISIONS. THE RELATIONSHIP BETWEEN THE FOUNDATION AND TDF (I.E., THE SUPPORTED ORGANIZATION) STRONGLY RESEMBLES THE RELATIONSHIP DESCRIBED IN EXAMPLE 1 OF THE TREASURY REGULATIONS EXPLAINING THE RESPONSIVENESS TEST. SEE TREAS. REG. 1.509(A) - 4(I)(3)(IV), EXAMPLE 1. THE FOUNDATION HAS AN OFFICER OF TDF ON ITS BOARD OF TRUSTEES WHO SERVES AS TDF'S SENIOR DIRECTOR OF SCHOLARSHIPS AND ADMINISTERS THE REISHER SCHOLARS PROGRAM. THIS TRUSTEE REGULARLY MEETS WITH FOUNDATION TRUSTEES, DISCUSSES THE FINANCIAL NEEDS OF THE REISHER SCHOLARS PROGRAM, REVIEWS PROJECTED CASH NEEDS AND DISCUSSES THE WAY TDF WOULD LIKE THE FOUNDATION TO EXPEND ITS INCOME. ALL TRUSTEES PERIODICALLY DISCUSS THE ASSETS HELD BY THE FOUNDATION AND REVIEW QUARTERLY INFORMATION REPORTS ON THE FOUNDATION'S INVESTMENTS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 FIRSTBANK HOLDING COMPANY 389729485 C VANGUARD 113344518 C 503074003 1 THE DENVER FOUNDATION 1009 GRANT ST DENVER CO 80203 866048381 501(C)(3) 16041760 0 N/A N/A TO PROVIDE FOR THE CONTINUATION AND GROWTH OF THE REISHER SCHOLARSHIP PROGRAM. 1 0 FORM 990, SCHEDULE I, PART 1, LINE 2 REISHER FAMILY FOUNDATION TRUSTEES, MARY REISHER AND NANCY REISHER, SERVE AS TWO OF THE SEVEN COMMITTEE MEMBERS OF THE REISHER SCHOLARSHIP PROGRAM AT THE DENVER FOUNDATION. EACH YEAR, THIS COMMITTEE SELECTS SCHOLARSHIP RECIPIENTS FROM A LIST OF CANDIDATES SUBMITTED BY THE EIGHT UNIVERSITIES IN THE REISHER SCHOLARSHIP PROGRAM. GRADE POINT AVERAGES AS WELL AS OTHER PROGRAM REQUIREMENTS ARE MONITORED EACH SEMESTER TO ENSURE THAT ALL RECIPIENTS REMAIN WITHIN THE GUIDELINES OF THE SCHOLARSHIP PROGRAM. PERTINENT INFORMATION RELATED TO THE MONITORING OF GRANTS MADE TO SCHOLARSHIP RECIPIENTS IS KEPT AT THE OFFICES OF THE REISHER FAMILY FOUNDATION. THE ADMINISTRATION AND THE FINANCE DEPARTMENT OF THE DENVER FOUNDATION FURNISH QUARTERLY FINANCIAL STATEMENTS FOR THE REISHER SCHOLARS FUND TO THE FAMILY FOUNDATION. THESE STATEMENTS INCLUDE DETAILED INFORMATION ON THE DOLLAR AMOUNTS OF GRANTS MADE TO SCHOLARSHIP RECIPIENTS. SUBSTANTIATING INFORMATION IS SENT FROM THE IMPACT GROUP AT THE DENVER FOUNDATION WHICH IS THEN REVIEWED AGAINST THE QUARTERLY STATEMENT INFORMATION TO VERIFY THAT ALL RECIPIENT NAMES AND GRANT AMOUNTS MATCH. FORM 990, PART VI, SECTION A, LINE 2 MARY S. REISHER AND NANCY A. REISHER ARE SISTERS. BOTH ARE DIRECTORS OF FIRSTBANK HOLDING COMPANY AND ITS SUBSIDIARY BANK. JAMES A. REUTER IS THE PRESIDENT AND A DIRECTOR OF FIRSTBANK HOLDING COMPANY AND A DIRECTOR OF ITS SUBSIDIARY BANK. HE ALSO HOLDS THE TITLE OF VICE PRESIDENT AT THE SUBSIDIARY BANK. FORM 990, PART VI, SECTION A, LINE 7A THE FIVE INDEPENDENT TRUSTEES ARE REAPPOINTED ANNUALLY BY MARY S. REISHER AND NANCY A. REISHER AS FAMILY INTEREST TRUSTEES IN ACCORDANCE WITH THE REISHER FAMILY FOUNDATION STATEMENT OF POLICIES. THIS ACTION IS RATIFIED AT THE ANNUAL MEETING BY MARY REISHER AND NANCY REISHER AND THE FOUNDATION'S CORPORATE INTERESTED TRUSTEE, JAMES REUTER. THE REISHER FAMILY FOUNDATION BELIEVES THAT TRUSTEE SHARON HARPER, SENIOR DIRECTOR OF SCHOLARSHIPS AT THE DENVER FOUNDATION, IS INDEPENDENT OF THE REISHER FAMILY FOUNDATION AND FIRSTBANK HOLDING COMPANY. FORM 990, PART VI, SECTION A, LINE 8B AN INVESTMENT COMMITTEE WAS FORMED UPON ADOPTION OF AN INVESTMENT POLICY AT THE FOUNDATION'S MEETING ON AUGUST 25, 2020. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PRESENTED IN DRAFT FORM TO THE GOVERNING BODY AT ITS ANNUAL MEETING AFTER PREPARATION BY THE ASSISTANT SECRETARY. AFTER FINAL PREPARATION BY TAX EXPERTS, IT IS AGAIN REVIEWED BY THE ASSISTANT SECRETARY AS WELL AS THE PRESIDENT OF THE ORGANIZATION BEFORE BEING FILED. COPIES OF THE FILED DOCUMENT ARE THEN DISTRIBUTED TO THE GOVERNING BODY AND THE DENVER FOUNDATION, ITS SUPPORTED ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION ADOPTED A CODE OF BUSINESS CONDUCT AND ETHICS POLICY ON AUGUST 25, 2020. THIS POLICY INCLUDES A CONFLICT OF INTEREST SECTION WHICH WILL BE UPDATED BY THE TRUSTEES ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY MAIL. THE DENVER FOUNDATION 1009 GRANT ST DENVER CO 80203 866048381 COMMUNITY FOUNDATION CO 501(C)(3) 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE DENVER FOUNDATION B 16041760 FMV