2025-01-27T12:57:28-06:00 2024-08-31 331498605 PLANTE & MORAN 8181 E TUFTS AVE STE 600 DENVER CO 80237 990PF 2023-09-01 841289459 CARUTHERS FAMILY FOUNDATION CARU 3037409400 8181 E TUFTS AVE SUITE 600 DENVER CO 80237 MARVIN H CARUTHERS PRESIDENT 3037409400 2025-01-24 1 0 YOONMI KIM P00966950 3037409400 2025-01-24 2023 2025-03-06 01:10:19Z X 13702241 X X 333525 333525 267965 267965 267965 601490 601490 0 0 0 0 0 6510 3255 0 0 21787 21787 0 0 7200 0 0 0 35497 25042 0 0 935000 935000 970497 25042 0 935000 -369007 576448 0 173496 282202 282202 11796790 11319077 13420039 11970286 11601279 13702241 0 0 X 0 0 0 0 11970286 11601279 11970286 11601279 11970286 11601279 11970286 -369007 0 11601279 0 11601279 JPM #1002 - ST P 2023-09-01 2024-08-31 23105 23105 23105 JPM #7006 - ST P 2023-09-01 2024-08-31 6865 6865 6865 JPM #1002 - LT P 2022-09-01 2024-08-31 5336 5336 5336 JPM #7006 - LT P 2022-09-01 2024-08-31 232659 232659 232659 267965 29970 8013 0 8013 0 8013 7955 0 8000 0 15955 17 7925 7925 0 0 0 0 0 0 0 0 0 0 0 1 1 CO 1 0 0 0 0 1 N/A PLANTE MORAN PLLC 3037409400 8181 E TUFTS AVE STE600 DENVER CO 80237 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARVIN H CARUTHERS PO BOX 271730 LOUISVILLE CO 80027 DIRECTOR & PRESIDENT 1.00 0 0 0 FIONA M CARUTHERS PO BOX 271730 LOUISVILLE CO 80027 DIRECTOR & VICE PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 7188330 5729703 0 12918033 0 0 12918033 193770 12724263 636213 636213 8013 8013 628200 0 628200 0 628200 935000 0 935000 628200 551974 0 0 935000 551974 0 0 383026 0 0 0 0 0 0 0 0 245174 0 0 0 MARVIN H CARUTHERS FIONA M CARUTHERS X AMERICAN INDIAN COLLEGE FUND 8333 GREENWOOD BLVD DENVER CO 80221 NONE PUBLIC CHARITY GENERAL FUND 5000 BOULDER SHELTER FOR THE HOMELESS 4869 N BROADWAY BOULDER CO 80304 NONE PUBLIC CHARITY GENERAL FUND 5000 BRAVO CO AT BEAVER CREEK 2271 N FRONTAGE RD W STE C VAIL CO 81657 NONE PUBLIC CHARITY GENERAL FUND 200000 CO PUBLIC RADIO BRIDGES BROADCAST CENTER 7409 S ALTON CT CENTENNIAL CO 80112 NONE PUBLIC CHARITY GENERAL FUND 5000 COLORADO GIVES 5855 WADSWORTH BYPASS UNIT A ARVADA CO 80003 NONE PUBLIC CHARITY GENERAL FUND 5000 COLORADO MUSIC FESTIVAL & CENTER FOR MUSICAL ARTS 900 BASELINE RD BOULDER CO 80302 NONE PUBLIC CHARITY GENERAL FUND 50000 COLORADO PUBLIC TELEVISION PO BOX 1740 DENVER CO 80201 NONE PUBLIC CHARITY GENERAL FUND 5000 CU FOUNDATION FBO BIOCHEMISTRY DEPT 1800 GRANT ST 800 DENVER CO 80203 NONE PUBLIC CHARITY GENERAL FUND 185000 DOCTORS WO BORDERS 333 SEVENTH AVE 2ND FLOOR NEW YORK NY 10001 NONE PUBLIC CHARITY GENERAL FUND 20000 ELEPHANT HAVENS WILDLIFE FOUNDATION 4104 CALCULUS DR DALLAS TX 75244 NONE PUBLIC CHARITY GENERAL FUND 30000 GREENPEACE 1300 EYE STREET NW STE 1100 EAST WASHINGTON DC 20005 NONE PUBLIC CHARITY GENERAL FUND 5000 HAWAII ISLANDS LAND TRUST 126 QUEEN STREET SUITE 306 HONOLULU HI 96813 NONE PUBLIC CHARITY GENERAL FUND 6000 KGNU RADIO 4700 WALNUT STREET BOULDER CO 80301 NONE PUBLIC CHARITY GENERAL FUND 5000 NATIONAL AUDUBON SOCIETY 225 VARICK ST NEW YORK NY 10014 NONE PUBLIC CHARITY GENERAL FUND 80000 NRDC 40 W 20TH ST 11TH NEW YORK NY 10011 NONE PUBLIC CHARITY GENERAL FUND 2000 OCEAN CONSERVANCY 1300 19TH STREET NW 8TH FLOOR WASHINGTON DC 20036 NONE PUBLIC CHARITY GENERAL FUND 2000 PACIFIC WHALE FOUNDATION 300 MAALAEA ROAD SUITE 211 WAILUKU HI 96793 NONE PUBLIC CHARITY GENERAL FUND 5000 PARLANDO INCORPORATED 2590 WALNUT STREET 2 BOULDER CO 80302 NONE PUBLIC CHARITY GENERAL FUND 75000 PAUAHI FOUNDATION 567 S KING ST 160 HONOLULU HI 96813 NONE PUBLIC CHARITY GENERAL FUND 5000 ROCKY MOUNTAIN CONSERVANCY PO BOX 3100 ESTES PARK CO 80517 NONE PUBLIC CHARITY GENERAL FUND 10000 ROCKY MOUNTAIN PBS CHANNEL 6 2101 ARAPAHOE ST DENVER CO 80205 NONE PUBLIC CHARITY GENERAL FUND 5000 SLC6A1 CONNECT FOUNDATION 1939 TEMPERENCE HILL DRIVE FRISCO TX 75034 NONE PUBLIC CHARITY GENERAL FUND 100000 SOUTHWEST LLAMA RESCUE INC 184 HOOF BEAT TRAIL KERRVILLE TX 78028 NONE PUBLIC CHARITY GENERAL FUND 15000 THE MARINE MAMMAL CENTER 2000 BUNKER RD FORT CRONKHITE SAUSALITO CA 94965 NONE PUBLIC CHARITY GENERAL FUND 10000 THE WILD ANIMAL SANCTUARY 1946 COUNTY ROAD 53 KEENESBURG CO 80643 NONE PUBLIC CHARITY GENERAL FUND 100000 935000 0 14 333525 18 267965 0 601490 0 601490 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 6510 3255 0 0 FIDELITY 500 INDEX-INST PRM AT COST 742470 1493867 JPM EQ INC FD- CL I AT COST 2858964 4037339 JPMORAN BETABUILDERS JAPAN-ETF AT COST 164804 204758 JPMORGAN BETABUILDERS CANADA ETG AT COST 68776 103103 PIMCO INCOME FD-INS AT COST 86530 79736 SIX CIRCLES GLOBAL BOND AT COST 1629687 1507614 SIX CIRCLES INTERNATIONAL AT COST 385992 493161 SIX CIRCLES U.S. UNCONSTRAINED AT COST 595480 980006 SIX CIRCLES ULTRA SHORT DURATION AT COST 82903 82663 VANGUARD TOTAL BOND MARKET INDEX AT COST 371766 347985 VANGUARD TOTAL INTL BND-ADM AT COST 1461191 1268214 VANUARD TOTAL BOND MARKET AT COST 698146 693704 VANGUARD MORTGAGE BACKED SEC AT COST 203251 184471 VANGUARD TOTAL INTL BOND ETF AT COST 802538 745405 SIX CIRCLES CREDIT OPPORTUNITY AT COST 461397 469258 ISHARES 7-10 YEAR TREASURY AT COST 90774 89401 JPM BETABUILDERS DEVELO AT COST 90253 82587 JPM BETABUILDERS EUROPE ETF AT COST 80860 96173 ISHARES BROAD USD HIGH YIELD AT COST 93012 94617 VANGUARD LT TREASURY ETF AT COST 173056 179564 VANGUARD INT-TERM CORPORATE AT COST 177227 186413 MANAGEMENT FEES - JPM 21667 21667 0 0 BANK FEES 120 120 0 0 FEDERAL INCOME TAX EXPENSE 7200 0 0 0