Nonprofit · EIN 84-6030309
SCHLESSMAN FOUNDATION INC
Also known as PM FAMILY OFFICE
Tax-exempt · DENVER, CO 80237
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990-PF | $10,117,907 | $8,096,541 | $2,021,366 | $86,372,162 | $0 | $86,372,162 |
| March 31, 2024 | 990-PF | $6,575,232 | $7,149,722 | -$574,490 | $84,366,246 | $0 | $84,366,246 |
| March 31, 2023 | 990-PF | $9,105,926 | $6,811,085 | $2,294,841 | $84,940,736 | $0 | $84,940,736 |
Financial details: 990-PF for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $112,532
- Dividends
- $2,702,197
- Interest
- $896
- Net gain from sales of assets
- $7,235,815
- Other income
- $66,467
Expenses
- Grants and similar amounts paid
- $6,838,500
- Compensation of officers, directors and key employees
- $162,907
- Disbursements for charitable purposes
- $7,036,960
- Excise tax on investment income
- $125,547
Balance sheet and other
- Total assets, start of year
- $84,366,246
- Total assets, end of year
- $86,372,162
- Total liabilities, end of year
- $0
- Net assets, end of year
- $86,372,162
- Fair market value of assets
- $140,434,410
- Qualifying distributions
- $7,036,960
- Net investment income
- $9,962,047
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GLORIA PRICE 8181 E TUFTS AVE SUITE 600, DENVER, CO 80237 | EXECUTIVE DIRECTOR | 40 | $162,907 |
| ERIC BENNETT 8181 E TUFTS AVE SUITE 600, DENVER, CO 80237 | TREASURER | 1 | $0 |
| JENNIFER BONICELLI 8181 E TUFTS AVE SUITE 600, DENVER, CO 80237 | SECRETARY | 1 | $0 |
| GARY SCHLESSMAN 8181 E TUFTS AVE SUITE 600, DENVER, CO 80237 | VICE PRESIDENT | 1 | $0 |
| LAUREN WATEL 8181 E TUFTS AVE SUITE 600, DENVER, CO 80237 | PRESIDENT | 1 | $0 |
| MARGARET SCHLESSMAN EMMERICH 8181 E TUFTS AVE SUITE 600, DENVER, CO 80237 | TRUSTEE | 1 | $0 |
| MICHAEL D FREDERICKS 8181 E TUFTS AVE SUITE 600, DENVER, CO 80237 | TRUSTEE | 1 | $0 |
| AARON GARNETT 8181 E TUFTS AVE SUITE 600, DENVER, CO 80237 | TRUSTEE | 1 | $0 |
| BENJAMIN GARNETT 8181 E TUFTS AVE SUITE 600, DENVER, CO 80237 | TRUSTEE | 1 | $0 |
| COLIN GARNETT 8181 E TUFTS AVE SUITE 600, DENVER, CO 80237 | TRUSTEE | 1 | $0 |
| SANDRA GARNETT 8181 E TUFTS AVE SUITE 600, DENVER, CO 80237 | TRUSTEE | 1 | $0 |
| DOLORES J SCHLESSMAN 8181 E TUFTS AVE SUITE 600, DENVER, CO 80237 | TRUSTEE | 1 | $0 |
990-PF for the year ended March 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GLORIA PRICE 8181 E TUFTS AVE SUITE 600, DENVER, CO 80237 | EXECUTIVE DIRECTOR | 40 | $145,800 |
| ERIC BENNETT 8181 E TUFTS AVE SUITE 600, DENVER, CO 80237 | TREASURER | 1 | $0 |
| JENNIFER BONICELLI 8181 E TUFTS AVE SUITE 600, DENVER, CO 80237 | SECRETARY | 1 | $0 |
| GARY SCHLESSMAN 8181 E TUFTS AVE SUITE 600, DENVER, CO 80237 | VICE PRESIDENT | 1 | $0 |
| LAUREN WATEL 8181 E TUFTS AVE SUITE 600, DENVER, CO 80237 | PRESIDENT | 1 | $0 |
| MARGARET SCHLESSMAN EMMERICH 8181 E TUFTS AVE SUITE 600, DENVER, CO 80237 | TRUSTEE | 1 | $0 |
| MICHAEL D FREDERICKS 8181 E TUFTS AVE SUITE 600, DENVER, CO 80237 | TRUSTEE | 1 | $0 |
| AARON GARNETT 8181 E TUFTS AVE SUITE 600, DENVER, CO 80237 | TRUSTEE | 1 | $0 |
| BENJAMIN GARNETT 8181 E TUFTS AVE SUITE 600, DENVER, CO 80237 | TRUSTEE | 1 | $0 |
| COLIN GARNETT 8181 E TUFTS AVE SUITE 600, DENVER, CO 80237 | TRUSTEE | 1 | $0 |
| SANDRA GARNETT 8181 E TUFTS AVE SUITE 600, DENVER, CO 80237 | TRUSTEE | 1 | $0 |
| DOLORES J SCHLESSMAN 8181 E TUFTS AVE SUITE 600, DENVER, CO 80237 | TRUSTEE | 1 | $0 |
990-PF for the year ended March 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIC BENNETT 8181 E TUFTS AVE SUITE 600, DENVER, CO 80237 | TREASURER | 1 | $0 |
| JENNIFER BONICELLI 8181 E TUFTS AVE SUITE 600, DENVER, CO 80237 | SECRETARY | 1 | $0 |
| GARY SCHLESSMAN 8181 E TUFTS AVE SUITE 600, DENVER, CO 80237 | VICE PRESIDENT | 1 | $0 |
| LAUREN WATEL 8181 E TUFTS AVE SUITE 600, DENVER, CO 80237 | PRESIDENT | 1 | $0 |
| MARGARET SCHLESSMAN EMMERICH 8181 E TUFTS AVE SUITE 600, DENVER, CO 80237 | TRUSTEE | 1 | $0 |
| MICHAEL D FREDERICKS 8181 E TUFTS AVE SUITE 600, DENVER, CO 80237 | TRUSTEE | 1 | $0 |
| AARON GARNETT 8181 E TUFTS AVE SUITE 600, DENVER, CO 80237 | TRUSTEE | 1 | $0 |
| BENJAMIN GARNETT 8181 E TUFTS AVE SUITE 600, DENVER, CO 80237 | TRUSTEE | 1 | $0 |
| COLIN GARNETT 8181 E TUFTS AVE SUITE 600, DENVER, CO 80237 | TRUSTEE | 1 | $0 |
| SANDRA GARNETT 8181 E TUFTS AVE SUITE 600, DENVER, CO 80237 | TRUSTEE | 1 | $0 |
| DOLORES J SCHLESSMAN 8181 E TUFTS AVE SUITE 600, DENVER, CO 80237 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- CO PM FAMILY OFFICE, DENVER, CO 80237-0000
- In care of
- % GLORIA PRICE
- Signed the 990-PF
- ERIC BENNETT, TREASURER
- Phone
- (303) 831-5683
- Website
- WWW.SCHLESSMANFOUNDATION.ORG
- Return prepared by
- PLANTE & MORAN PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 84-6030309
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1958
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $86,372,162
- Income (IRS master file)
- $38,153,889
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2025 | $10,117,907 | $8,096,541 | $86,372,162 | XML |
| 990-T | March 2025 | – | – | – | IRS |
| 990-PF | March 2024 | $6,575,232 | $7,149,722 | $84,366,246 | XML |
| 990-T | March 2024 | – | – | – | IRS |
| 990-PF | March 2023 | $9,105,926 | $6,811,085 | $84,940,736 | XML |
| 990-T | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-T | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-T | March 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 84-6030309).
Questions about SCHLESSMAN FOUNDATION INC
- What is the EIN of SCHLESSMAN FOUNDATION INC?
- The employer identification number (EIN) of SCHLESSMAN FOUNDATION INC is 84-6030309.
- Is SCHLESSMAN FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1958.
- Are donations to SCHLESSMAN FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SCHLESSMAN FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SCHLESSMAN FOUNDATION INC due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SCHLESSMAN FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2025.
- Who are the officers and directors of SCHLESSMAN FOUNDATION INC?
- The 990-PF for the year ended March 31, 2025 lists 12 people; 1 received compensation from the organization, the highest $162,907 (GLORIA PRICE, EXECUTIVE DIRECTOR).
- How much revenue does SCHLESSMAN FOUNDATION INC have?
- On its 990-PF for the year ended March 31, 2025 it reported revenue of $10,117,907, expenses of $8,096,541 and total assets of $86,372,162 at year end.
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