2024-06-14T10:23:14-04:00 2023-12-31 841255164 KUNDINGER CORDER & MONTOYA PC 475 LINCOLN STREET SUITE 200 DENVER CO 80203 990PF 2023-01-01 846002373 EL POMAR FOUNDATION ELPO 7196337733 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 ELAINE MARTINEZ CFO, TREAS 2024-06-14 true ELAINE MARTINEZ 999009999 true MARIA MONTOYA P01363907 3035345953 2024-06-14 2023 2023-04-26 12:10:37Z X 678285974 X 3400141 9832083 9832083 28800 28800 28800 10855359 10742032 -957414 -1121448 23158969 19481467 2233217 343915 1889302 3003200 56851 2946349 2079667 164359 1915308 177450 177450 54719 10634 44085 1383845 1200781 183064 320000 604611 44513 316983 36832 280151 158319 13418 144901 16733 1232 15501 567031 55635 511406 10915775 1928170 8107517 16259082 16278510 27174857 1928170 24386027 -4015888 17553297 810222 353518 353518 16902642 29377737 29377737 17536049 5336535 5273099 255141226 251124107 394754327 67431942 63519444 63902302 57843 57843 57843 45000 75676638 77214206 131703134 30322304 11459765 16305255 18862539 52581857 295000 295000 295000 450156817 446140929 678285974 0 X 450156817 446140929 450156817 446140929 450156817 446140929 450156817 -4015888 446140929 446140929 10742032 243991 243991 243991 394885 36 394921 X 150930 150930 false false false false true true true false true true true false false false false true WWW.ELPOMAR.ORG ELAINE MARTINEZ 7196337733 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 false false false true true false false false false true false false false false false false false false false false false false WILLIAM J HYBL 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 CHAIRMAN 40.00 159273 41964 0 WILLIAM R WARD 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 TRUSTEE 5.00 33000 0 0 KYLE H HYBL 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 PRES & CEO 40.00 432863 78693 0 R THAYER TUTT JR 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 CIO, VCHAIR 40.00 407633 66094 0 DAVID J PALENCHAR 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 VICE CHAIR 8.00 70125 0 0 JUDITH BELL 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 TRUSTEE 6.00 20500 0 0 NECHIE HALL 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 TRUSTEE 6.00 54000 0 0 ANDREA ARAGON 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 TRUSTEE 6.00 47000 0 0 MATTHEW J CARPENTER 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 COO, SEC 40.00 302440 71567 0 ERIK ESTRADA 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 TRUSTEE 6.00 33667 0 0 COLONEL GAIL COLVIN 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 TRUSTEE 5.00 0 0 0 MIKE EDMONDS 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 TRUSTEE 5.00 27667 0 0 AMY HUMBLE 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 TRUSTEE 5.00 24000 0 0 EMILY ROBINSON 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 TRUSTEE 5.00 24000 0 0 ELAINE MARTINEZ 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 CFO, TREAS 40.00 249630 63057 0 MAUREEN LAWRENCE 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 SVP, GENCOUN 40.00 232148 54047 0 NICOLE MAGIC 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 VP HR 40.00 115271 25490 0 JOAN SHIELDS 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 SVP LEADERSH 40.00 132104 43743 MICHAEL BUTH 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 VP OF HISTOR 40.00 120305 51182 STELLA HODGKINS 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 SVP OUTREACH 40.00 118307 37990 DAVID MILLER 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 VP IT 40.00 114758 41512 CONNIE RICKARD 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 ASST. CONTRO 40.00 118527 36822 21 LOOMIS SAYLES & COMPANY PO BOX 7247-6804 PHILADELPHIA PA 19170 INVESTMENT MGR 489491 MONARCH PARTNERS ASSET MANAGEMENT 77 SLEEPER STREET BOSTON MA 02110 INVESTMENT MGR 181011 NORRIS PENROSE EVENT CENTER 1045 LOWER GOLD CAMP ROAD COLORADO SPRINGS CO 80905 CATERING SVCS 174304 EARNEST PARTNERS LLC 1180 PEACHTREE STREET NE STE 2300 ATLANTA GA 30309 INVESTMENT MGR 123869 CAPFINANCIAL PARTNERS PO BOX 896952 CHARLOTTE NC 28289 INVESTMENT ADV 116767 7 NONPROFIT EFFECTIVENESS AND RECOGNITION PROGRAMS DESIGNED TO ASSIST, AND GIVE PUBLIC RECOGNITION TO, NONPROFIT ORGANIZATIONS IN THEIR EFFORTS TO BE MORE EFFECTIVE THROUGH BETTER USE OF THEIR RESOURCES, PLANNING FOR THEIR FUTURE, AND PLANNING FOR THE FUTURE OF THEIR COMMUNITIES. PROGRAMS INCLUDE: PENROSE HOUSE CONFERENCE CENTER, AWARDS FOR EXCELLENCE, JULIE PENROSE AWARD, ROCKY MOUNTAIN TAX SEMINAR, PENROSE ORGANIZATIONAL AND PROFESSIONAL LEADERSHIP EXPERIENCE, AND NONPROFIT OFFICE ASSISTANCE. 1508319 LEADERSHIP DEVELOPMENT AND COMMUNITY SERVICE PROGRAMS DESIGNED TO SHAPE AND ENCOURAGE THOSE WHO ARE AND THOSE WHO WILL BECOME THE NEXT GENERATION OF LEADERS IN OUR COMMUNITIES AND INSTITUTIONS AND TO INSTILL WITHIN EACH THE VALUE AND PRIVILEGE OF BEING CONNECTED TO THEIR COMMUNITY IN SERVICE TO OTHERS. PROGRAMS INCLUDE: EL POMAR FELLOWSHIP, EL POMAR INTERNSHIP, FORUM FOR CIVIC ADVANCEMENT, ELEVATING LEADERSHIP DEVELOPMENT PROGRAM, PIKES PEAK HERITAGE SERIES, AND LAND PRESERVATION. 2207086 COMMUNITY OUTREACH AND ENGAGEMENT REGIONAL PARTNERSHIP PROGRAM PROVIDES OPPORTUNITIES TO IDENTIFY AND REACH OUT TO UNDERSERVED POPULATIONS THROUGHOUT THE STATE OF COLORADO. THE FOUNDATION ENCOURAGES THOSE CLOSEST TO LOCAL PROBLEMS AND ISSUES TO ACTIVELY ASSIST IN TARGETING ITS RESOURCES AND PROGRAMS. 801029 HISTORICAL PROPERTIES THE FOUNDATION OPERATES AND PRESERVES TWO SIGNIFICANT HISTORICAL AND EDUCATIONAL PROPERTIES (WILL ROGERS SHRINE OF THE SUN AND PENROSE HERITAGE MUSEUM) WHICH SPENCER AND JULIE PENROSE BUILT DURING THEIR LIFETIMES AND LEFT AS A PERPETUAL LEGACY TO THE FUTURE INHABITANTS AND VISITORS TO THE PIKES PEAK REGION. 1343127 N/A 550572229 15894105 41445000 607911334 607911334 9118670 598792664 29939633 29939633 243991 22572 266563 29673070 19428 29692498 29692498 24386027 2264813 26650840 29692498 21631771 26650840 21631771 5019069 24673429 BOARD OF TRUSTEES EL POMAR FOUNDAT 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 7196337733 GRANT APPLICATIONS CAN BE MADE ONLINE. GRANT PROPOSALS SHOULD INCLUDE: - THE NAME AND ADDRESS OF THE TAX EXEMPT ORGANIZATION AND CONTACT INFORMATION; - A BRIEF HISTORY OF THE ORGANIZATION, ITS MISSION, PRINCIPLE PROGRAMS, AND ACCOMPLISHMENTS; - A CONCISE STATEMENT DESCRIBING THE PURPOSE OF THE REQUEST AND REQUESTED; - THREE MOST RECENT YEARS OF FINANCIAL STATEMENTS, PREFERABLY AUDITED; - A CURRENT YEAR BUDGET, INCLUDING REVENUE AND EXPENSES; - A LIST OF THE GOVERNING BODY MEMBERS; - A STATEMENT OF WHETHER AID HAS BEEN SOUGHT DURING THE PRECEDING THREE YEARS FROM OTHER FOUNDATIONS FOR SUPPORT OF YOUR NONPROFIT ORGANIZATION; - IF APPROPRIATE, ENDORSEMENT OF OUTSIDE AUTHORITIES AND COPIES OF REGULATORY AGENCY APPROVALS; - UP TO TWO PICTURES (PHOTOGRAPHS, ARCHITECTURAL RENDERINGS, IMAGES FROM AN EXISTING PUBLICATION, ETC.) THAT PORTRAY THE SPECIFIC PROJECT OR GENERAL OPERATIONS OF THE ORGANIZATION; FOR ADDITIONAL EXPLANATION SEE WEBSITE AT WWW.ELPOMAR.ORG NONE. NONE. SEE ATTACHED STATEMENT 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 SEE ATTACHED STATEMENT 16278510 16278510 SEE ATTACHED STATEMENT 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 SEE ATTACHED STATEMENT 8611003 8611003 REGISTRATION FEES - ROCKY 147700 MOUNTAIN TAX SEMINAR REGISTRATION FEES - PENROSE 9000 ORGANIZATIONAL AND PROFESSIONAL LEADERSHIP EXPERIENCE 14 9832083 16 28800 14 7334 523000 113327 18 10742032 PARTNERSHIP LOSS 14 -1128782 ADAMS STREET PARTNERS 523000 -3452 HORSLEY BRIDGE PARTNERS 523000 3281 MESIROW PRIVATE EQUITY 523000 -8220 MONARCH CAPITAL PARTNERS 523000 -64795 OHA CREDIT SOLUTIONS 523000 80451 SIGULER GUFF PARTNERS 523000 -50 ENTERPRISE PRODUCTS PARTNER 523000 -24317 ENTERPRISE PRODUCT PARTNERS 24317 OTHER INCOME 14 119 96225 19481586 181017 19758828 1A THE FOUNDATION SPONSORS THE ROCKY MOUNTAIN TAX SEMINAR 1A FOR PRIVATE FOUNDATIONS. THIS SEMINAR IS DESIGNED FOR 1A TRUSTEES / DIRECTORS, OFFICERS, AND FOUNDATION MANAGERS 1A AND PROVIDES CUTTING EDGE INFORMATION TO ASSIST THEM IN 1A MAKING CRITICAL CHOICES. 1C THE FOUNDATION PROVIDES A FOUR DAY PROGRAM 1C WITH THE CENTER FOR CREATIVE LEADERSHIP FOR EXECUTIVE 1C TRAINING SESSIONS FOR ORGANIZATIONAL LEADERS ACROSS 1C COLORADO. false false false false false false false false false false X X 1 BARBARA INGERSOLL MARITAL TRUST 830 TENDERFOOT HILL ROAD SUITE 200 COLORADO SPRINGS CO 80906 3375000 X X 2 PENROSE TRUST - END OF THE TRAIL 10 LAKE CIRCLE COLORADO SPRINGS CO 80906 19740 X 3 SALLY BECK FOUNDATION PO BOX 98 YAMPA CO 80906 5000 X 1 INGERSOLL PROPERTY 897080 2023-02-22 KUNDINGER, CORDER & MONTOYA, P.C 53169 10634 42535 FORVIS 1550 1550 DEPRECIATION 576652 604611 44513 ADAMS STREET PARTNERSHIPS PURCHASE 6 6 ADAMS STREET PARTNERSHIPS PURCHASE 17 17 HORSLEY BRIDGE PARTNERSHIPS PURCHASE 30 -30 HORSLEY BRIDGE PARTNERSHIPS PURCHASE 403 403 MESIROW FINANCIAL EQUITY PURCHASE 7612 7612 MONARCH CAPITAL PARTNERS PURCHASE 37720 37720 MONARCH CAPITAL PARTNERS PURCHASE 46606 46606 OHA CREDIT SOLUTIONS PURCHASE 20993 20993 CORPORATE BONDS MANAGED BY EL POMAR 28003782 27849863 IR&M SHORT DIVERSIFIED INC. 34453949 35007853 FOREIGN BONDS 1061713 1044586 EQUITIES MANAGED BY EL POMAR 34935633 124612406 MONARCH PARTNERS LOOMIS SAYLES 46836303 60667172 DODGE & COX 57682105 71955479 EARNEST PARTNERS 50967305 57925581 AMERICAN FUNDS EUROPACIFIC 26059196 40054902 CAUSEWAY INTERNATIONAL 14144702 18475915 ARTISAN INTERNATIONAL 10306131 9476210 WCM INTERNATIONAL 10192732 11586662 5336535 5273099 MINERAL INTERESTS 57595 57595 40000 MINING CLAIMS 248 248 5000 GARDEN CITY COMPANY AT COST 10380000 41400000 HORSLEY BRIDGE PARTNERSHIPS AT COST 13298436 27174876 FARALLON CAPITAL AT COST 14643443 15936361 SIGULER GUFF BUYOUT FUNDS AT COST 11089645 15134776 VERITAS CAPITAL FUNDS AT COST 3386633 7234486 FORESTER FUND AT COST 531975 602799 ABERDEEN INSTITUTIONAL FUND AT COST 7507021 6530979 PRISA II AT COST 5891993 6892968 MONARCH CAPITAL PARTNERS AT COST 4692316 5161402 ADAMS STREET PARTNERSHIPS AT COST 1668175 1135944 MESIROW PRIVATE EQUITY FUND AT COST 368739 264044 WHITEHALL INTERNATIONAL REAL ESTATE AT COST 229981 23745 OHA CREDIT SOLUTIONS FUND II AT COST 2963103 3429306 BERTRAM CAPITAL PARTNERS V AT COST 562746 781448 PENROSE HOUSE CAMPUS 14033476 7591379 6442097 19684000 INGERSOLL PROPERTY 897080 897080 897080 2 PENROSE BLVD 2004805 2004805 4451611 OFFICE BUILDING 1832322 1269744 562578 3260000 PENROSE HERITAGE MUSEUM 5417539 1586795 3830744 4994986 SHRINE BUILDING, SOUND SYSTEM 737906 368652 369254 6788000 FURNITURE AND EQUIPMENT 910132 643195 266937 290759 ART COLLECTION 733822 733822 8396199 ST. JUDE SHRINE 64000 LITTLE TURKEY CREEK OPEN SPACE 3755222 3755222 3755222 KIRTON MCCONKIE 21322 21322 SHERMAN & HOWARD LLC 25901 25901 SPARKS WILLSON, P.C. 12947 12947 WILMER CUTLER PICKERING HALE & D 114953 114953 MONSON, CUMMINS & SHOHET, LLC 1872 1872 CARLSON, HAMMOND & PADDOCK, LLC 455 455 PROGRAM RELATED INVESTMENTS 295000 295000 295000 EXPENSES CONTRACT LABOR 55025 55025 REPAIRS AND MAINTENANCE 166943 13666 153277 AUTO EXPENSE 13795 1015 12780 SUPPLIES AND POSTAGE 23438 1276 22162 TELEPHONE 46484 3713 42771 MILEAGE AND PARKING 17783 1701 16082 DUES AND SUBSCRIPTIONS 45012 8972 36040 INSURANCE 196677 21944 174733 LAND PRESERVATION -500000 -500000 MISCELLANEOUS EXPENSE 42072 3348 38734 SPECIAL EVENTS 459802 459802 REGISTRATION FEES - ROCKY 147700 REGISTRATION FEES - PENROSE 9000 TEPPCO OIL ROYALTIES 7334 7334 PARTNERSHIP LOSS -1128782 -1128782 ADAMS STREET PARTNERS -3452 HORSLEY BRIDGE PARTNERS 3281 MESIROW PRIVATE EQUITY -8220 MONARCH CAPITAL PARTNERS -64795 OHA CREDIT SOLUTIONS 80451 SIGULER GUFF PARTNERS -50 ENTERPRISE PRODUCTS PARTNERS -24317 ENTERPRISE PRODUCT PARTNERS 24317 OTHER INCOME 119 NEW YORK STOCK EXCHANGE, INC. 816 816 BLOOMBERG FINANCE 50327 50327 CAPTRUST WEALTH MANAGEMENT 116767 116767 WCM INTERNATIONAL FUND 133351 133351 LOOMIS SAYLES & COMPANY 489491 489491 MONARCH PARTNERS ASSET MGMT 181011 181011 EARNEST PARTNERS, LLC 123869 123869 NORTHERN TRUST 92297 92297 HOULTON AUDIO AND VIDEO 2630 2630 COMPASS SURVEYING AND MAPPING 254 254 HUNT PROPERTY INSPECTIONS 240 240 GEOSYNTEC CONSULTANTS, INC. 5357 5357 TAYLOR ARCHITECTURE & DESIGN 4583 4583 HULTGREN VALUATION GROUP 1950 1950 STOCKMAN KAST & RYAN 12852 12852 PREMIER PLAN CONSULTANTS 750 750 NFP RETIREMENT INC. 750 750 VIVA MARKETING AND CONSULTING 4270 4270 NTIVIA FORMERLY NAVAKAI, INC. 62530 62530 VOELKER RESEARCH 2280 2280 IT360, INC. 9836 9836 PEOB CONSULTING, LLC 63000 63000 GREG LEWICKI AND ASSOCIATES 8600 8600 LAND DEVELOPMENT CONSULTANTS 13809 13809 GBSM INC. 2225 2225 2023 ESTIMATED EXCISE TAX PAID 300000 2023 ESTIMATED INCOME TAX PAID 20000