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Investment Performance and Financial Information

The Denver Foundation currently stewards nearly $1 billion in assets.

Announcing Our New Investment Consultant

We’re excited to announce that the Foundation has selected its new investment consultant. After a nine-month RFP process, the Investment Committee recommended NEPC, LLC, which was subsequently approved by the Foundation’s Board of Trustees. We plan to hold an event in early 2021 to introduce our fundholders to NEPC.

NEPC is one of the industry’s largest independent, full-service investment consulting firms. The firm serves large endowments and community foundations, with total assets under management (AUM) over $1.1 trillion. The Investment Committee was most impressed with the co-lead consultants’ capacity and deep expertise to oversee the Foundation’s portfolios and direct the overall investment strategies.

Audit

The link below will take you to a PDF of The Denver Foundation's Audited Financial Statements for 2018, prepared by the firm of Plante & Moran.

IRS Form 990

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.

Treasurer's Report

The Treasurer's Report [PDF] offers an annual overview of The Denver Foundation’s investment strategy.

IRS 501(c)(3) Determination Letter

View the IRS Determination Letter [PDF].

The Sustainable and Responsible Investment (SRI) Pool extends The Denver Foundation’s mission by giving fundholders the option to invest a portion of their funds in a manner consistent with their values. Learn more about the SRI Pool