Civic Intelligence
Contractor

Monticello Associates INC

14 customers • 57 returns • Latest tax year 2024 • Denver, CO

Investment ConsultantInvestment AdvisorsInvestment ConsultingInvestment AdvisorInvestment Consulting ServicesInvestment MgmtInvestment ManagementInvestment Services

Customers

14

Returns

57

Total Compensation

$16,300,000

Customers

OrganizationEINReturnsLatest YearServicesCompensation
Music Center Foundation23-7298290112024Investment Consultant$3,300,000
Robert R Mccormick Foundation36-368917142024Investment Consulting Services$2,130,000
The John G and Marie Stella Kenedy74-604070162019Investment Advisor$1,850,000
Seattle Children'S Healthcare System91-125011652023Investment Consulting$1,681,250
The Peddie School21-063449242018Investing Consultant • Investment Mgmt$1,350,000
The College of Wooster34-071465442020Investment Advisors • Investment Consulting$1,260,000
David & Inez Myers Foundation34-656094572024Investment Advisors$1,050,000
Accesslex Institute23-271998522024Investment Services$1,050,000
American Council of Learned Societies13-185114572023Consulting • Inv. Manager Fees • consultant • inv. manager fees$968,750
Colorado State University Foundation23-709839732016Investment Management$600,000
Cleveland Museum of Art34-071433612021Investment Consultant$385,000
The Detroit Institute of Arts38-135951012016Advisor Financial Investment$275,000
The Chicago Community Trust36-216700012019Investment Consulting$250,000
Cantigny Foundation36-368917212023Investment Consulting Services$150,000

Returns

Tax YearOrganizationTypeServicesLocationCompensationReturn
2024Accesslex Institute990Investment Services1800 LARIMER STREET SUITE 2100, Denver, CO 80202$640,000View return
2024Robert R Mccormick Foundation990Investment Consulting Services1800 LARIMER STREET SUITE 2100, Denver, CO 80202$480,000View return
2024Music Center Foundation990Investment Consultant1800 LARIMER STREET SUITE 2100, Denver, CO 80202$300,000View return
2024David & Inez Myers Foundation990Investment AdvisorsONE TABOR CENTER 1200 17TH ST, Denver, CO 80202$150,000View return
2023Robert R Mccormick Foundation990Investment Consulting Services1800 LARIMER STREET SUITE 2100, Denver, CO 80202$450,000View return
2023Accesslex Institute990Investment Services1800 LARIMER STREET SUITE 2100, Denver, CO 80202$410,000View return
2023Seattle Children'S Healthcare System990Investment Consulting1800 LARIMER STREET STE 2100, Denver, CO 80202$381,250View return
2023Music Center Foundation990Investment Consultant1800 LARIMER STREET SUITE 2100, Denver, CO 80202$300,000View return
2023American Council of Learned Societies990Consulting1800 LARIMER STREET SUITE 2100, Denver, CO 80202$156,250View return
2023Cantigny Foundation990Investment Consulting Services1800 LARIMER STREET SUITE 2100, Denver, CO 80202$150,000View return
2023David & Inez Myers Foundation990Investment AdvisorsONE TABOR CENTER 1200 17TH ST, Denver, CO 80202$150,000View return
2022Robert R Mccormick Foundation990Investment Consulting Services1800 LARIMER STREET STE 2100, Denver, CO 80202$600,000View return
2022Music Center Foundation990Investment Consultant1800 LARIMER STREET SUITE 2100, Denver, CO 80202$300,000View return
2022David & Inez Myers Foundation990Investment AdvisorsONE TABOR CENTER 1200 17TH ST, Denver, CO 80202$150,000View return
2021Robert R Mccormick Foundation990Investment Consulting Services1800 LARIMER STREET SUITE 2100, Denver, CO 80202$600,000View return
2021Cleveland Museum of Art990Investment Consultant1800 LARIMER ST, SUITE 2100, Denver, CO 80202$385,000View return
2021Music Center Foundation990Investment Consultant1800 LARIMER STREET SUITE 2100, Denver, CO 80202$300,000View return
2021American Council of Learned Societies990Inv. Manager Fees1800 LARIMER STREET SUITE 210, Denver, CO 80202$156,250View return
2021David & Inez Myers Foundation990Investment AdvisorsONE TABOR CENTER 1200 17TH ST, Denver, CO 80202$150,000View return
2020Music Center Foundation990Investment Consultant1800 LARIMER STREET SUITE 2100, Denver, CO 80202$300,000View return
2020The College of Wooster990Investment Advisors1800 Larimer Street, Denver, CO 80202$270,000View return
2020David & Inez Myers Foundation990Investment AdvisorsONE TABOR CENTER 1200 17TH ST, Denver, CO 80202$150,000View return
2019The John G and Marie Stella Kenedy990Investment Advisor1800 Larimer Ste 2100, Denver, CO 80202$350,000View return
2019Music Center Foundation990Investment Consultant1800 LARIMER STREET SUITE 2100, Denver, CO 80202$300,000View return
2019The College of Wooster990Investment Advisors1800 Larimer Street, Denver, CO 80202$270,000View return
2019The Chicago Community Trust990Investment Consulting1800 LARIMER STREET SUITE 2100, Denver, CO 80202$250,000View return
2019David & Inez Myers Foundation990Investment AdvisorsONE TABOR CENTER 1200 17TH ST, Denver, CO 80202$150,000View return
2019American Council of Learned Societies990inv. manager fees1800 Larimer Street Suite 2100, Denver, CO 80202$125,000View return
2018Seattle Children'S Healthcare System990Investment Consulting1800 LARIMER STREET STE 2100, Denver, CO 80202$500,000View return
2018The Peddie School990Investment Mgmt1800 LARIMER STREET, Denver, CO 80202$360,000View return
2018The John G and Marie Stella Kenedy990Investment Advisor1800 Larimer Ste 2100, Denver, CO 80202$300,000View return
2018Music Center Foundation990Investment Consultant1200 17TH ST 2600, Denver, CO 80202$300,000View return
2018David & Inez Myers Foundation990Investment AdvisorsONE TABOR CENTER 1200 17TH ST, Denver, CO 80202$150,000View return
2018American Council of Learned Societies990inv. manager fees1800 Larimer Street Suite 2100, Denver, CO 80202$125,000View return
2017The Peddie School990Investment Mgmt1800 LARIMER STREET, Denver, CO 80202$360,000View return
2017The John G and Marie Stella Kenedy990Investment Advisor1800 Larimer Ste 2100, Denver, CO 80202$300,000View return
2017Music Center Foundation990Investment Consultant1200 17TH ST 2600, Denver, CO 80202$300,000View return
2017Seattle Children'S Healthcare System990Investment Consulting1800 LARIMER STREET STE 2100, Denver, CO 80202$300,000View return
2017American Council of Learned Societies990Consulting1800 Larimer Street Suite 2100, Denver, CO 80202$156,250View return
2016The Peddie School990Investment Mgmt1800 LAIMER STREET, Denver, CO 80202$360,000View return
2016The John G and Marie Stella Kenedy990Investment Advisor1800 Larimer Ste 2100, Denver, CO 80202$300,000View return
2016Music Center Foundation990Investment Consultant1200 17TH ST 2600, Denver, CO 80202$300,000View return
2016The Detroit Institute of Arts990Advisor Financial Investment1800 LARIMER STREET SUITE 2100, Denver, CO 80202$275,000View return
2016Colorado State University Foundation990Investment Management1800 LARIMER STREET SUITE 2100, Denver, CO 80202$150,000View return
2016American Council of Learned Societies990-1800 Larimer Street Suite 2100, Denver, CO 80202$125,000View return
2015The John G and Marie Stella Kenedy990Investment Advisor1800 Larimer Ste 2100, Denver, CO 80202$300,000View return
2015Music Center Foundation990Investment Consultant1200 17TH ST 2600, Denver, CO 80202$300,000View return
2015The College of Wooster990Investment Consulting1800 Larimer Street Suite 2100, Denver, CO 80202$270,000View return
2015Colorado State University Foundation990Investment Management1800 LARIMER STREET SUITE 2100, Denver, CO 80202$250,000View return
2015Seattle Children'S Healthcare System990Investment Consulting1800 LARIMER STREET STE 2100, Denver, CO 80202$250,000View return
2015American Council of Learned Societies990consultant1800 Larimer Street Suite 2100, Denver, CO 10003$125,000View return
2014The College of Wooster990Investment Consulting1800 Larimer St Ste 2100, Denver, CO 80202$450,000View return
2014The John G and Marie Stella Kenedy990Investment Advisor1800 Larimer Ste 2100, Denver, CO 80202$300,000View return
2014Music Center Foundation990Investment Consultant1200 17TH ST 2600, Denver, CO 80202$300,000View return
2014The Peddie School990Investing Consultant1800 LATIMER STREET, Denver, CO 80202$270,000View return
2014Seattle Children'S Healthcare System990Investment Consulting1800 LARIMER STREET STE 2100, Denver, CO 80202$250,000View return
2014Colorado State University Foundation990Investment Management1800 LARIMER STREET SUITE 2100, Denver, CO 80202$200,000View return