2024-11-08T09:18:38+00:00 2023-12-31 440160260 Forvis Mazars LLP 111 South Tejon Suite 800 Colorado Springs CO 809039848 990PF 2023-01-01 841525821 Brett Family Foundation BRET 3034421200 1123 Spruce Street Boulder CO 803024001 Linda J Shoemaker President 3034421200 2024-11-08 true Brandon Schulze P02051564 7194714290 2024-11-08 2023 2024-10-15 13:58:12Z X 8769131 X X 5530 5530 195081 195081 88007 3631738 87962 0 0 0 5000 0 0 293618 288573 0 47200 944 46256 0 0 0 0 7988 799 0 7189 84089 84089 0 0 2645 2645 0 0 0 0 0 3133 63 3070 348 35 313 3994 1603 0 2391 149397 90178 0 59219 494000 494000 643397 90178 0 553219 -349779 198395 0 32800 61656 61656 149380 66967 76437 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5662323 4226705 5937185 2331047 2804002 2693853 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8175550 7159330 8769131 0 0 0 0 512 693 512 693 X 8175038 7158637 8175038 7158637 8175550 7159330 8175038 -349779 0 7825259 666622 7158637 SHORT-TERM PUBLICLY TRADED SECURITIES P 2023-01-01 2023-12-31 1098809 1079613 19196 0 19196 LONG-TERM PUBLICLY TRADED SECURITIES P 2022-01-01 2022-12-31 2516638 2464114 52524 0 52524 CAPITAL GAIN DISTRIBUTIONS P 2022-01-01 2023-11-16 16242 16242 0 16242 87962 0 2758 2758 2758 7053 7053 4295 4295 0 false false false false false false false true true CO true false false false false true WWW.BRETTFOUNDATION.ORG THE FOUNDATION 3034421200 1123 SPRUCE STREET BOULDER CO 803024001 false false false false false false false false false false false false false false false false false false false false false LINDA J SHOEMAKER 1123 Spruce Street Boulder CO 803024001 PRESIDENT 5.000 0 0 0 STEPHEN M BRETT 1123 Spruce Street Boulder CO 803024001 CHAIRMAN 2.000 0 0 0 0 8280439 136514 0 8416953 0 8416953 126254 8290699 414535 414535 2758 2758 411777 5000 416777 416777 553219 0 0 553219 416777 0 60202 143560 115268 23960 189721 532711 553219 0 0 0 416777 136442 0 669153 0 0 0 0 0 60202 608951 143560 115268 23960 189721 136442 LINDA J SHOEMAKER PRESIDENT STEPHEN M BRETT CHAIRMAN THE BRETT FAMILY FOUNDATION 1123 SPRUCE STREET BOULDER CO 80302 3034421200 INFO@BRETTFOUNDATION.ORG THE FOUNDATION HAS NO PRESCRIBED APPLICATION FORM. FIRST-TIME GRANT APPLICANTS SHOULD INITIALLY CONTACT THE FOUNDATION BY LETTER OF INQUIRY AT LEAST TWO MONTHS PRIOR TO THE TARGETED APPLICATION DEADLINE. PLEASE INCLUDE THE FOLLOWING INFORMATION IN THE LETTER OF INQUIRY: 1.) BRIEF DESCRIPTION OF YOUR ORGANIZATION; 2.) PURPOSE OF THE PROGRAM OR PROJECT FOR WHICH YOU ARE SEEKING FUNDING AND THE AMOUNT BEING REQUESTED; 3.) OUTCOMES ANTICIPATED AND PLANS FOR ASSSSING ACHIEVEMENTS; 4.) CURRENT ORGANIZATIONAL OPERATING BUDGET, PLUS A PROJECT BUDGET IF APPLICABLE; AND 5.) COPY OF CURRENT 501(C)(3) DETERMINATION LETTER FROM THE IRS. THE BRETT FAMILY FOUNDATION WILL SEND A LETTER TO REQUEST A FULL PROPOSAL OR DECLINE YOUR LETTER OF INQUIRY. THE FOUNDATION ENCOURAGES THE USE OF THE COLORADO COMMON GRANT APPLICATION FORMAT FOR FULL PROPOSALS. PLEASE SEE OUR WEBSITE FOR ADDITIONAL INFORMATION (WWW.BRETTFOUNDATION.ORG). GRANT CYCLE DEADLINES ARE ACCORDING TO PROGRAM AREA. PLEASE SEE WEBSITE (WWW.BRETTFOUNDATION.ORG). THE BRETT FAMILY FOUNDATION SUPPORTS CARING COMMUNITIES BY INVESTING IN ORGANIZATIONS THROUGHOUT COLORADO WORKING FOR SOCIAL JUSTICE, AND BOULDER COUNTY NONPROFITS ADDRESSING THE NEEDS OF UNDERSERVED COMMUNITIES, PRIMARILY DISADVANTAGED YOUTH AND THEIR FAMILIES. THE FOUNDATION HAS TWO PRIMARY FUNDING PRIORITIES: 1.) SOCIAL JUSTICE (STATEWIDE): ORGANIZATIONS THROUGHOUT THE STATE OF COLORADO WORKING TO ADDRESS THE ROOT CAUSES OF SOCIAL, ECONOMIC, GENDER AND RACIAL INEQUITIES THROUGH STRATEGIES THAT EMPOWER AFFECTED COMMUNITIES TO ENGAGE IN THE DEMOCRATIC PROCESS AND ADVANCE PROGRESSIVE POLICY SOLUTIONS. 2.) DIRECT SERVICES (BOULDER COUNTY): BOULDER COUNTY NONPROFITS THAT PROVIDE DIRECT SERVICES AND SUPPORT FOR UNDERSERVED POPULATIONS WITH AN EMPHASIS ON PROGRAMS FOR DISADVANTAGED AND HIGH-RISK YOUTH AND THEIR FAMILIES. THE BRETT FAMILY FOUNDATION FUNDS GROUPS THAT ARE TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. 3.) PROGRAMS AND SERVICES AT THE UNIVERSITY OF CO. ASPEN JOURNALISM 1280 UTE AVENUE SUITE 9 Aspen CO 81611 N/A PC General Support 5000 Crestone Eagle Community Media PO BOX 101 Crestone CO 81131 N/A PC General support 2500 AYA FOUNDATION 1031 33rd St Denver CO 80205 N/A PC My Skin Global 5000 The Denver Foundation 1009 N Grant Street Denver CO 80203 N/A PC General support 5000 BOULDER VALLEY WOMEN'S HEALTH CENTER INC 2855 VALMONT ROAD Boulder CO 80301 N/A PC Information 3000 Civic News Company 450 7th Avenue 32nd Floor New York NY 10123 N/A PC General support 5000 COBALT FOUNDATION PO BOX 22485 Denver CO 80222 N/A PC General support 5000 COLORADO CIVIC ENGAGEMENT ROUNDTABLE PO BOX 1620 Denver CO 80201 N/A PC General support 10000 COLORADO DEMOCRACY NETWORK 1624 MARKET STREET SUITE 475 Denver CO 80201 N/A PC General support 10000 COLORADO FISCAL INSTITUTE 1905 SHERMAN STREET SUITE 225 Denver CO 80203 N/A PC General support 5000 COLORADO IMMIGRANT RIGHTS COALITION 2525 W ALAMEDA AVENUE Denver CO 80219 N/A PC General support 5000 Colorado Organization for Latina Opportunity and Reproductive Right PO Box 40991 Denver CO 80204 N/A PC General Support 5000 COLORADO POVERTY LAW PROJECT 1801 CALIFORNIA STREET SUITE 3000 Denver CO 80202 N/A PC General Support 6000 COLORADO SYMPHONY ASSOCIATION 1000 14TH STREET 15 Denver CO 80202 N/A PC General Support 10000 COMMUNITY RESOURCE CENTER INC 789 SHERMAN STREET SUITE 210 Denver CO 80203 N/A PC General support 5000 CONSERVATION COLORADO EDUCATION FUND 1536 WYNKOOP STREET SUITE 510 Denver CO 80202 N/A PC General support 7500 FLORENCE CRITTENTON SERVICES OF COLORADO 96 S ZUNI STREET Denver CO 80223 N/A PC General Support 5000 FRASER VALLEY COMMUNITY MEDIA 551 ZEREX AVENUE SUITE 206 FRASER CO 80442 N/A PC General Support 3000 FUTURO MEDIA GROUP 361 WEST 125TH STREET 6TH FLOOR New York NY 10027 N/A PC General Support 5000 GOOD BUSINESS COLORADO 1420 OGDEN STREET SUITE G2 Denver CO 80218 N/A PC General Support 3000 GREAT EDUCATION COLORADO FUND 1355 S COLORADO BOULEVARD C-500 Denver CO 80222 N/A PC General support 7500 HOPE (HOMELESS OUTREACH PROVIDING ENCOURAGEMENT) 804 S LINCOLN STREET Longmont CO 80501 N/A PC General Support 4000 LATINO COMMUNITY FOUNDATION OF COLORADO INC 2250 S ONEIDA STREET SUITE 102 Denver CO 80224 N/A PC CIFC 5000 LONGMONT COMMUNITY FOUNDATION 600 KIMBARK STREET Longmont CO 80501 N/A PC NAACP BOULDER COUNTY 5000 LYONS EMERGENCY ASSISTANCE FUND INC 350 MAIN STREET Lyons CO 80540 N/A PC LEAF 4000 NATIONAL TRUST FOR LOCAL NEWS 801 MARKET STREET SUITE 300 PHILADELPHIA PA 19107 N/A PC General support 10000 NEW ERA COLORADO FOUNDATION 1648 SPRUCE STREET Boulder CO 80302 N/A PC General Support 22500 OUTREACH UNITED RESOURCE CENTER 220 COLLYER STREET Longmont CO 80501 N/A PC LEAF 4000 PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS INC 7155 E 38TH AVENUE Denver CO 80207 N/A PC General Support 3000 PROGRESSNOW COLORADO EDUCATION 1536 WYNKOOP STREET SUITE 300 Denver CO 80202 N/A PC General support 15000 PUBLIC BROADCASTING OF COLORADO INC 7409 SOUTH ALTON COURT CENTENNIAL CO 80112 N/A PC General Support 10000 Rose Community Foundation 4500 Cherry Creek S Dr Ste 900 Denver CO 80246 N/A PC General support 4000 Sister-to-Sister 2701 Lawrence Street Suite 32 Denver CO 80205 N/A PC General support 2000 SOPRIS SUN INC PO BOX 399 CARBONDALE CO 81623 N/A PC General Support 2500 SPRING INSTITUTE FOR INTERCULTURAL LEARNING 1373 N GRANT STREET Denver CO 80203 N/A PC General Support 1000 Tenderfoot Transmitting Inc PO Box 596 Salida CO 81201 N/A PC General support 2500 THE BELL POLICY CENTER 303 E 17TH AVENUE SUITE 400 Denver CO 80203 N/A PC General support 50000 THE COLORADO EDUCATION INITIATIVE 3000 LAWRENCE STREET 135 Denver CO 80205 N/A PC COLORADO TRUSTEE NETWORK 5000 THE COLORADO INDEPENDENT DBA COLORADO NEWS COLLABORATIVE 2101 ARAPAHOE STREET Denver CO 80205 N/A PC General support 10000 THE COMMUNITY FOUNDATION SERVING BOULDER COUNTY 1123 SPRUCE STREET Boulder CO 80302 N/A PC BRETT - SHOEMAKER FUND: LYONS COMMUNITY FOUNDATION 106500 TOGETHER COLORADO 1980 DAHLIA STREET Denver CO 80220 N/A PC General support 7500 UNIVERSITY OF COLORADO FOUNDATION 10901 WEST 120TH AVENUE SUITE 200 Broomfield CO 80021 N/A PC COLORADO TRUSTEE NETWORK 67000 UNIVERSITY OF COLORADO FOUNDATION 10901 WEST 120TH AVENUE SUITE 200 BROOMFIELD CO 80021 N/A PC Center for African and African American Studies 10000 UNIVERSITY OF COLORADO FOUNDATION 10901 WEST 120TH AVENUE SUITE 200 Broomfield CO 80021 N/A PC College of Media, Communication, and School of Public Affairs Fund 8000 WESTERN COLORADO CONGRESS PO BOX 1931 Grand Junction CO 80302 N/A PC General support 5000 WESTERN RESOURCE ADVOCATES 2260 BASELINE ROAD UNIT 200 Boulder CO 80302 N/A PC General Support 8000 YOUNG INVINCIBLES 25 BROADWAY 12TH FLOOR New York NY 10004 N/A PC General support 5000 494000 0 14 5530 14 195081 18 88007 Grant Recovery 5000 0 288618 5000 293618 false false false false false false false false false false ACCOUNTING FEES 7988 799 7189 PUBLICLY TRADED SECURITIES 2022-01 2023-12 3631738 3543731 88007 JP Morgan - Corporate Bonds (See Attachment) 2804002 2693853 JP Morgan - Corporate Stock (See Attachment) 4226705 5937185 Cost Basis Adjustment 666622 DUES AND SUBSCRIPTIONS 584 58 526 OFFICE EXPENSE 1027 101 926 POSTAGE AND SHIPPING 116 12 104 PARKING 49 5 44 INTERNET & WEBSITE 574 57 517 INVESTMENT EXPENSES 1339 1339 FEES & LICENSES 10 1 9 BANK SERVICE CHARGES 209 21 188 FINANCE CHARGE 86 9 77 Grant Recovery 5000 CREDIT CARD PAYABLE 512 693 INVESTMENT MANAGEMENT FEES 84089 84089 FOREIGN TAXES PAID 2645 2645