Schlessman Foundation Inc

Pm Family Office

Denver, CO
Tax-exempt since Nov. 1958
EIN: 84-6030309

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$6.58M (2024)

Expenses

$7.15M (2024)

Total Assets

$84.4M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending March
2024

Revenue

$6,575,232

Expenses

$7,149,722

Net Income

-$574,490

Net Assets

$84,366,246

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$327	0.0%
Dividends	$2,501,159	38.0%
Sales of Assets	$4,006,436	60.9%
Other Income	$67,310	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,350,611	88.8%
Compensation of Officers*	$145,800	2.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$84,366,246
Total Liabilities	$0
Net Assets	$84,366,246

Compensation

Key Employees and Officers	Compensation	Other
Gloria Price (Executive Director)	$145,800	$0
Eric Bennett (Treasurer)	$0	$0
Jennifer Bonicelli (Secretary)	$0	$0
Gary Schlessman (Vice President)	$0	$0
Lauren Watel (President)	$0	$0
Margaret Schlessman Emmerich (Trustee)	$0	$0
Michael D Fredericks (Trustee)	$0	$0
Aaron Garnett (Trustee)	$0	$0
Benjamin Garnett (Trustee)	$0	$0
Colin Garnett (Trustee)	$0	$0
Sandra Garnett (Trustee)	$0	$0
Dolores J Schlessman (Trustee)	$0	$0

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990-PF

Filed on Feb. 18, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending March
2023

Revenue

$9,105,926

Expenses

$6,811,085

Net Income

$2,294,841

Net Assets

$84,940,736

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,410,008	37.4%
Interest Revenue	$0
Dividends	$2,362,532	25.9%
Sales of Assets	$3,295,075	36.2%
Other Income	$38,311	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,925,200	87.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$84,940,736
Total Liabilities	$0
Net Assets	$84,940,736

Compensation

Key Employees and Officers	Compensation	Other
Eric Bennett (Treasurer)	$0	$0
Jennifer Bonicelli (Secretary)	$0	$0
Gary Schlessman (Vice President)	$0	$0
Lauren Watel (President)	$0	$0
Margaret Schlessman Emmerich (Trustee)	$0	$0
Michael D Fredericks (Trustee)	$0	$0
Aaron Garnett (Trustee)	$0	$0
Benjamin Garnett (Trustee)	$0	$0
Colin Garnett (Trustee)	$0	$0
Sandra Garnett (Trustee)	$0	$0
Dolores J Schlessman (Trustee)	$0	$0

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990-PF

Filed on Feb. 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending March
2022

Revenue

$9,127,697

Expenses

$9,901,908

Net Income

-$774,211

Net Assets

$82,645,895

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,750,000	19.2%
Interest Revenue	$0
Dividends	$2,428,381	26.6%
Sales of Assets	$4,921,553	53.9%
Other Income	$27,763	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,707,511	87.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$82,645,895
Total Liabilities	$0
Net Assets	$82,645,895

Compensation

Key Employees and Officers	Compensation	Other
Eric Bennett (Treasurer)	$0	$0
Jennifer Bonicelli (Secretary)	$0	$0
Gary Schlessman (Vice President)	$0	$0
Lauren Watel (President)	$0	$0
Margaret Schlessman Emmerich (Trustee)	$0	$0
Michael D Fredericks (Trustee)	$0	$0
Aaron Garnett (Trustee)	$0	$0
Benjamin Garnett (Trustee)	$0	$0
Colin Garnett (Trustee)	$0	$0
Sandra Garnett (Trustee)	$0	$0
Dolores J Schlessman (Trustee)	$0	$0

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990-PF

Filed on Feb. 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending March
2021

Revenue

$17,923,548

Expenses

$5,866,419

Net Income

$12,057,129

Net Assets

$80,270,995

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$11,009,712	61.4%
Interest Revenue	$0
Dividends	$1,986,397	11.1%
Sales of Assets	$4,901,941	27.3%
Other Income	$25,498	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,033,333	85.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$80,270,995
Total Liabilities	$0
Net Assets	$80,270,995

Compensation

Key Employees and Officers	Compensation	Other
Eric Bennett (Treasurer)	$0	$0
Jennifer Bonicelli (Secretary)	$0	$0
Gary Schlessman (Vice President)	$0	$0
Lauren Watel (President)	$0	$0
Margaret Schlessman Emmerich (Trustee)	$0	$0
Michael D Fredericks (Trustee)	$0	$0
Aaron Garnett (Trustee)	$0	$0
Benjamin Garnett (Trustee)	$0	$0
Colin Garnett (Trustee)	$0	$0
Sandra Garnett (Trustee)	$0	$0
Dolores J Schlessman (Trustee)	$0	$0

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990-PF

Filed on Feb. 16, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending March
2020

Revenue

$5,106,394

Expenses

$4,257,968

Net Income

$848,426

Net Assets

$32,279,592

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,197,340	43.0%
Interest Revenue	$0
Dividends	$1,101,302	21.6%
Sales of Assets	$1,933,400	37.9%
Other Income	-$125,648

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,857,100	90.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$32,282,044
Total Liabilities	$2,452
Net Assets	$32,279,592

Compensation

Key Employees and Officers	Compensation	Other
Lee E Schlessman (President)	$0	$0
Susan M Duncan (Vice Pres)	$0	$0

990-PF

Filed on Nov. 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending March
2019

Revenue

$3,754,681

Expenses

$2,720,205

Net Income

$1,034,476

Net Assets

$31,443,618

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,197,340	58.5%
Interest Revenue	$0
Dividends	$832,873	22.2%
Sales of Assets	$751,696	20.0%
Other Income	-$27,228

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,290,797	84.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$31,446,070
Total Liabilities	$2,452
Net Assets	$31,443,618

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2018

Revenue

$4,930,856

Expenses

$2,358,179

Net Income

$2,572,677

Net Assets

$32,533,663

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$198,642	4.0%
Interest Revenue	$4	0.0%
Dividends	$907,632	18.4%
Sales of Assets	$3,854,251	78.2%
Other Income	-$29,673

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,936,600	82.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$32,536,115
Total Liabilities	$2,452
Net Assets	$32,533,663

Compensation

Key Employees and Officers	Compensation	Other
Lee E Schlessman (President)	$0	$0
Susan M Duncan (Vice Pres)	$0	$0

990-PF

Filed on Aug. 16, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending March
2017

Revenue

$2,693,910

Expenses

$381,228

Net Income

$2,312,682

Net Assets

$30,152,876

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,562,000	58.0%
Interest Revenue	$0
Dividends	$723,642	26.9%
Sales of Assets	$392,182	14.6%
Other Income	$16,086	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,150	2.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$30,155,328
Total Liabilities	$2,452
Net Assets	$30,152,876

Compensation

Key Employees and Officers	Compensation	Other
Lee E Schlessman (President)	$0	$0
Susan M Duncan (Vice Pres)	$0	$0

990-PF

Filed on Jan. 30, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending March
2016

Revenue

$3,832,241

Expenses

$395,309

Net Income

$3,436,932

Net Assets

$29,318,661

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,399,993	36.5%
Interest Revenue	$0
Dividends	$704,012	18.4%
Sales of Assets	$1,737,432	45.3%
Other Income	-$9,196

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,700	5.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$29,321,113
Total Liabilities	$2,452
Net Assets	$29,318,661

Compensation

Key Employees and Officers	Compensation	Other
Lee E Schlessman (President)	$0	$0
Susan M Duncan (Vice Pres)	$0	$0

990-PF

Filed on Dec. 19, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending March
2015

Revenue

$2,569,633

Expenses

$427,551

Net Income

$2,142,082

Net Assets

$25,881,729

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$399,803	15.6%
Interest Revenue	$0
Dividends	$620,842	24.2%
Sales of Assets	$1,533,325	59.7%
Other Income	$15,663	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,840	17.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$25,884,181
Total Liabilities	$2,452
Net Assets	$25,881,729

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2014

Revenue

$2,186,069

Expenses

$363,913

Net Income

$1,822,156

Net Assets

$24,067,609

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$329,264	15.1%
Interest Revenue	$0
Dividends	$531,852	24.3%
Sales of Assets	$1,337,261	61.2%
Other Income	-$12,308

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,566	18.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$24,070,061
Total Liabilities	$2,452
Net Assets	$24,067,609

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2013

Revenue

$1,623,303

Expenses

$463,941

Net Income

$1,159,362

Net Assets

$22,545,837

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$489,849	30.2%
Sales of Assets	$1,167,119	71.9%
Other Income	-$33,665

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$200,416	43.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$22,548,289
Total Liabilities	$2,452
Net Assets	$22,545,837

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2012

Revenue

$1,224,250

Expenses

$445,105

Net Income

$779,145

Net Assets

$21,391,476

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$370,175	30.2%
Interest Revenue	$0
Dividends	$459,487	37.5%
Sales of Assets	$433,172	35.4%
Other Income	-$38,584

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$173,265	38.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$21,393,928
Total Liabilities	$2,452
Net Assets	$21,391,476

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Schlessman Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $6.58M (2024)

Expenses $7.15M (2024)

Total Assets $84.4M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending March 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending March 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending March 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending March 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending March 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending March 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending March 2012

Revenue

$6.58M (2024)

Expenses

$7.15M (2024)

Total Assets

$84.4M (2024)

Total Liabilities

$0 (2024)

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2024

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