The Denver Foundation currently stewards $811 million in assets.
The Denver Foundation's investment performance has been consistently strong, in bad times as well as good. Monticello Associates is a leading provider of investment management consulting services to endowments and foundations throughout the United States. Monticello currently advises on $95 billion in client assets as of December 31, 2016 and is considered to be a premium service provider to community foundations. The Denver Foundation's Investment Committee consists of professionals who volunteer their time and insights to steward the Foundation's assets on behalf of the residents of Metro Denver.
Information about the Foundation's finances and a link to our IRS Form 990 are available on Guidestar.org.
Copies of the IRS Form 990 (and Form 990-T, if applicable) are also available upon request from the Foundation's office. Contact Jennifer Corzine.
The Treasurer's Report [PDF] offers an annual overview of The Denver Foundation's investment strategy.
View the IRS Determination Letter [PDF].