Contractor
Monticello Associates
19 customers • 44 returns • Latest tax year 2024 • Denver, CO
Investment ManagementInvestment ConsultingInvestment consultingInvestment AdvisorInvestment feesInvestment ServicesInvestment AdvisoryInvestment Advisory Services
Customers
19
Returns
44
Total Compensation
$11,722,566
Customers
| Organization | EIN | Returns | Latest Year | Services | Compensation |
|---|---|---|---|---|---|
| Maine Community Foundation Inc | 01-0391479 | 4 | 2024 | Investment consulting | $1,435,417 |
| The Cleveland Foundation | 34-0714588 | 3 | 2022 | Investment Advisor | $1,366,667 |
| Colorado School of Mines Foundation | 84-0509064 | 6 | 2021 | Investment Consulting | $1,187,500 |
| Trustees of Phillips Academy | 04-2103579 | 3 | 2020 | Investment Advisors • Investment Advisory | $1,050,000 |
| Elizabeth Gamble Deaconess Home Association | 31-1082756 | 2 | 2015 | Advisory Services | $1,042,500 |
| Accesslex Institute | 23-2719985 | 2 | 2020 | Investment Services | $1,000,000 |
| James Madison University Foundation Inc | 23-7156305 | 4 | 2021 | Investment fees • Investment management and custody fees | $800,000 |
| Board of Trustees of Whitman College | 91-0567740 | 2 | 2018 | Consultant • Investment Management | $500,000 |
| The Greenwich Hospital Endowment Fund Inc | 06-1526642 | 3 | 2023 | Investment Management | $393,750 |
| American Academy in Rome | 13-1623881 | 3 | 2023 | Investment Management | $375,000 |
| Virginia Museum of Fine Arts Foundation | 51-0205333 | 2 | 2015 | Investment Consulting • Investment Management | $367,982 |
| The College of Wooster | 34-0714654 | 1 | 2017 | Investment Consulting | $360,000 |
| Whitney Museum of American Art | 13-1789318 | 1 | 2022 | Investment Advisory Consultant | $340,000 |
| The Denver Art Museum Foundation | 74-2496760 | 2 | 2023 | Invst Advisor • Invstment Advisor | $325,000 |
| Clyfford Still Museum Foundation | 61-1581548 | 2 | 2024 | Advisory Svcs • Investment Advisory Services | $253,750 |
| Fhi Services | 54-0573701 | 1 | 2017 | Investment Advisory Services | $250,000 |
| The Denver Foundation | 84-6048381 | 1 | 2014 | Investment Consultant | $250,000 |
| Polish-American Freedom Foundation | 52-2193529 | 1 | 2022 | Investment Manager | $225,000 |
| Minneapolis Society of Fine Arts | 41-0693915 | 1 | 2017 | Investment Advisor | $200,000 |
Returns
| Tax Year | Organization | Type | Services | Location | Compensation | Return |
|---|---|---|---|---|---|---|
| 2024 | Maine Community Foundation Inc | 990 | Investment consulting | 1800 Larimer Street Suite 2100, Denver, CO 80202 | $406,250 | View return |
| 2024 | Clyfford Still Museum Foundation | 990 | Advisory Svcs | 1800 LARIMER ST, Denver, CO 80202 | $128,750 | View return |
| 2023 | Maine Community Foundation Inc | 990 | Investment consulting | 1800 Larimer Street Suite 2100, Denver, CO 80202 | $243,750 | View return |
| 2023 | The Denver Art Museum Foundation | 990 | Invst Advisor | 1800 LARIMER ST STE 2100, Denver, CO 80202 | $175,000 | View return |
| 2023 | The Greenwich Hospital Endowment Fund Inc | 990 | Investment Management | 1800 LARIMER STREET SUITE 2100, Denver, CO 80202 | $143,750 | View return |
| 2023 | American Academy in Rome | 990 | Investment Management | 1800 LARIMER STREET, Denver, CO 80202 | $125,000 | View return |
| 2022 | The Cleveland Foundation | 990 | Investment Advisor | ONE TABOR CENTER 1200 17TH STSUI, Denver, CO 80202 | $600,000 | View return |
| 2022 | Maine Community Foundation Inc | 990 | Investment consulting | 1800 Larimer Street Suite 2100, Denver, CO 80202 | $406,250 | View return |
| 2022 | Whitney Museum of American Art | 990 | Investment Advisory Consultant | 1800 LARIMER STREET SUITE 2100, Denver, CO 80202 | $340,000 | View return |
| 2022 | Polish-American Freedom Foundation | 990 | Investment Manager | 1800 LARIMER STREET SUITE 2100, Denver, CO 80202 | $225,000 | View return |
| 2022 | American Academy in Rome | 990 | Investment Management | 1800 LARIMER STREET, Denver, CO 80202 | $125,000 | View return |
| 2022 | The Greenwich Hospital Endowment Fund Inc | 990 | Investment Management | 1800 LARIMER STREET SUITE 2100, Denver, CO 80202 | $125,000 | View return |
| 2021 | Colorado School of Mines Foundation | 990 | Investment Consulting | 1800 LARIMER ST SUITE 2100, Denver, CO 80202 | $200,000 | View return |
| 2021 | James Madison University Foundation Inc | 990 | Investment fees | 1800 Larimer Street, Suite 2100, Denver, CO 80202 | $200,000 | View return |
| 2021 | The Greenwich Hospital Endowment Fund Inc | 990 | Investment Management | 1800 LARIMER STREET SUITE 2100, Denver, CO 80202 | $125,000 | View return |
| 2021 | American Academy in Rome | 990 | Investment Management | 1800 LARIMER STREET, Denver, CO 80202 | $125,000 | View return |
| 2020 | Accesslex Institute | 990 | Investment Services | 1800 LARIMER STREET SUITE 2100, Denver, CO 80202 | $500,000 | View return |
| 2020 | Maine Community Foundation Inc | 990 | Investment consulting | 1800 Larimer Street Suite 2100, Denver, CO 80202 | $379,167 | View return |
| 2020 | Trustees of Phillips Academy | 990 | Investment Advisory | 1800 LARIMER ST, Denver, CO 80202 | $350,000 | View return |
| 2020 | Colorado School of Mines Foundation | 990 | Investment Consulting | 1800 LARIMER ST SUITE 2100, Denver, CO 80202 | $250,000 | View return |
| 2020 | The Denver Art Museum Foundation | 990 | Invstment Advisor | 1800 LARIMER ST STE 2100, Denver, CO 80202 | $150,000 | View return |
| 2020 | Clyfford Still Museum Foundation | 990 | Investment Advisory Services | 1800 Larimer St, Denver, CO 80202, Uk | $125,000 | View return |
| 2019 | Accesslex Institute | 990 | Investment Services | 1800 Larimer Street Suite 2100, Denver, CO 80202 | $500,000 | View return |
| 2019 | Trustees of Phillips Academy | 990 | Investment Advisory | 1800 LARIMER ST, Denver, CO 80202 | $350,000 | View return |
| 2019 | Colorado School of Mines Foundation | 990 | Investment Consulting | 1800 LARIMER ST SUITE 2100, Denver, CO 80202 | $250,000 | View return |
| 2018 | The Cleveland Foundation | 990 | Investment Advisor | ONE TABOR CENTER 1200 17TH STSUI, Denver, CO 80202 | $366,667 | View return |
| 2018 | Board of Trustees of Whitman College | 990 | Investment Management | One Tabor Center, Denver, CO 80202 | $250,000 | View return |
| 2018 | Colorado School of Mines Foundation | 990 | Investment Consulting | 1800 LARIMER ST SUITE 2100, Denver, CO 80202 | $187,500 | View return |
| 2017 | The College of Wooster | 990 | Investment Consulting | 1800 Larimer Street, Denver, CO 80202 | $360,000 | View return |
| 2017 | Fhi Services | 990 | Investment Advisory Services | 1800 LARIMER STREET SUITE 2100, Denver, CO 80202 | $250,000 | View return |
| 2017 | Minneapolis Society of Fine Arts | 990 | Investment Advisor | 1800 LARIMER STREET SUITE 2100, Denver, CO 80202 | $200,000 | View return |
| 2017 | Colorado School of Mines Foundation | 990 | Investment Consulting | 1800 LARIMER ST SUITE 2100, Denver, CO 80202 | $150,000 | View return |
| 2016 | James Madison University Foundation Inc | 990 | Investment fees | 1800 Larimer Street, Suite 2100, Denver, CO 80202 | $150,000 | View return |
| 2015 | Elizabeth Gamble Deaconess Home Association | 990 | Advisory Services | 1800 LARIMER ST, Denver, CO 80202 | $542,500 | View return |
| 2015 | The Cleveland Foundation | 990 | Investment Advisor | ONE TABOR CENTER 1200 17TH STSUI, Denver, CO 80202 | $400,000 | View return |
| 2015 | James Madison University Foundation Inc | 990 | Investment fees | 1800 Larimer Street, Suite 2100, Denver, CO 80202 | $250,000 | View return |
| 2015 | Virginia Museum of Fine Arts Foundation | 990 | Investment Management | 1200 17TH STREET SUITE 2600, Denver, CO 80202 | $197,791 | View return |
| 2014 | Elizabeth Gamble Deaconess Home Association | 990 | Advisory Services | 1800 LARIMER ST, Denver, CO 80202 | $500,000 | View return |
| 2014 | Trustees of Phillips Academy | 990 | Investment Advisors | 1800 LARIMER ST, Denver, CO 80202 | $350,000 | View return |
| 2014 | The Denver Foundation | 990 | Investment Consultant | 1800 LARIMER STREET S-2100, Denver, CO 80202 | $250,000 | View return |
| 2014 | Board of Trustees of Whitman College | 990 | Consultant | 1200 17th St, Denver, CO 80202 | $250,000 | View return |
| 2014 | James Madison University Foundation Inc | 990 | Investment management and custody fees | 1800 Larimer Street, Denver, CO 80202 | $200,000 | View return |
| 2014 | Virginia Museum of Fine Arts Foundation | 990 | Investment Consulting | 1200 17TH STREET SUITE 2600, Denver, CO 80202 | $170,191 | View return |
| 2014 | Colorado School of Mines Foundation | 990 | Investment Consulting | 1800 LARIMER ST SUITE 2100, Denver, CO 80202 | $150,000 | View return |