SWAHA FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SWAHA FOUNDATION (EIN 83-3505984)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202443209349106464
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T13:10:56-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371420474 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fontanello Duffield & Otake LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 Montgomery Street Suite 1305 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 833505984 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Swaha Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SWAH | BusinessNameControlTxt |
| Phone | 3035964283 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2214 | AddressLine1Txt |
| City | Boulder | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80306 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Julie Goldstein | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Erik Satow | PreparerPersonNm |
| PTIN | P01410341 | PTIN |
| Phone | 4159830200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,968,444 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,619 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $194,023 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $194,023 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$243,301 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,685,765 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $9,847 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$2,567 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$33,812 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $191,456 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $80,847 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $80,847 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,370 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $2,370 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,130 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $24,130 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $96,324 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $96,324 | OtherProfFeesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $41,478 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $41,478 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,881 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,050 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,831 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $258,030 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $97,374 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $160,656 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $861,822 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $861,822 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,119,852 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $97,374 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,022,478 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,153,664 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $94,082 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $240,187 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $223,974 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $223,974 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $542,651 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $618,174 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $618,174 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $746,321 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $736,493 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $736,493 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $16,456,235 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,289,803 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,289,803 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $100,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $100,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $100,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $18,085,394 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,968,444 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,968,444 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $7,065 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $7,065 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $18,085,394 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $17,961,379 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,085,394 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,961,379 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,085,394 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,968,444 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,085,394 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,153,664 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,029,649 | OtherIncreasesAmt |
| Subtotal | $17,961,379 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $17,961,379 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Sales of Publicly Traded Securites | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2000-01-01 | AcquiredDt |
| Sold | 2023-12-31 | SoldDt |
| Gross Sales Price | $1,685,765 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,929,066 | CostOrOtherBasisAmt |
| Gain Or Loss | -$243,301 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$243,301 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$243,301 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,308 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,308 | SubtotalAmt |
| Tax Based On Investment Income | $1,308 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $76 | EsPenaltyAmt |
| Tax Due | $1,384 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Julie Goldstein | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3035964283 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2214 | AddressLine1Txt |
| City | Boulder | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 803062214 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Julie Goldstein | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2214 | AddressLine1Txt |
| City | Boulder | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 803062214 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $80,847 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pearl Wealth LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2507 Briarwood Dr | AddressLine1Txt |
| City | Boulder | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Fdn Mgmt | ServiceTypeTxt |
| Compensation | $92,479 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,888,801 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $131,632 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,620,748 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,641,181 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $17,641,181 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $264,618 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,376,563 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $868,828 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $868,828 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,308 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,308 | TotalTaxAmt |
| Distributable Before Adj | $867,520 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $867,520 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $867,520 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,022,478 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,022,478 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $867,520 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $845,360 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,022,478 | QualifyingDistributionsAmt |
| Applied To Year1 | $845,360 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $177,118 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $690,402 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AJWS | ||||||||||||
| 45 West 36th Street | New York | NY | 10018 | N/A | PC | General Support | $200,000 | |||||
| Girl Rising | ||||||||||||
| 28 Verandah Place | Brooklyn | NY | 11201 | N/A | PC | General Support | $110,000 | |||||
| Conservation Colorado Education Fun | ||||||||||||
| 1536 Wynkoop Street Suite 510 | Denver | CO | 80202 | N/A | PC | General Support | $30,000 | |||||
| Jewish Colorado | ||||||||||||
| 300 S Dahlia St Ste 300 | Denver | CO | 80246 | N/A | PC | General Support | $1,000 | |||||
| Bridge House | ||||||||||||
| 4150 Earhart Boulevard | New Orleans | LA | 70125 | N/A | PC | General Support | $1,350 | |||||
| Valley Settlement | ||||||||||||
| 1901 Grand Avenue Suite 206 | Glenwood Springs | CO | 81601 | N/A | PC | General Support | $15,000 | |||||
| Lewis Clark College | ||||||||||||
| 615 S Palatine Hill Road | Portland | OR | 97219 | N/A | PC | General Support | $1,867 | |||||
| Moving Traditions | ||||||||||||
| 8380 Old York Road Suite 4300 | Elkins Park | PA | 19027 | N/A | PC | General Support | $5,000 | |||||
| Independence Pass Fund | ||||||||||||
| PO Box 1700 | Aspen | CO | 81612 | N/A | PC | General Support | $500 | |||||
| English in Action | ||||||||||||
| PO Box 4856 | Basalt | CO | 81621 | N/A | PC | General Support | $5,350 | |||||
| Protect Our Winters | ||||||||||||
| 4676 Broadway Street | Boulder | CO | 80304 | N/A | PC | General Support | $15,000 | |||||
| Watershed School | ||||||||||||
| 1661 Alpine Avenue | Boulder | CO | 80304 | N/A | PC | General Support | $106,000 | |||||
| RESPONSE | ||||||||||||
| 405 Castle Creek Road Suite 203 | Aspen | CO | 81611 | N/A | PC | General Support | $3,500 | |||||
| Cambodian Children's | ||||||||||||
| 2309 Santa Monica Blvd PMB 833 | Santa Monica | CA | 90404 | N/A | PC | General Support | $1,200 | |||||
| AJWS | ||||||||||||
| 45 West 36th Street | New York | NY | 10018 | N/A | PC | General Support | $540 | |||||
| Free Flow Foundation | ||||||||||||
| PO Box 50153 | Jacksonville Beach | FL | 32240 | N/A | PC | General Support | $5,000 | |||||
| Fred Hutch Cancer Research | ||||||||||||
| PO Box 19024 | Seattle | WA | 98109 | N/A | PC | General Support | $10,000 | |||||
| Girl Ventures | ||||||||||||
| 119 Filbert Street | Oakland | CA | 94607 | N/A | PC | General Support | $60,000 | |||||
| Style Her Empowered | ||||||||||||
| 304 S 1200 E | Salt Lake City | UT | 84102 | N/A | PC | General Support | $60,000 | |||||
| Thorne Nature Experience | ||||||||||||
| 1466 63rd St | Boulder | CO | 80303 | N/A | PC | General Support | $25,000 | |||||
| Friendship Bridge | ||||||||||||
| 1105 Spruce St | Boulder | CO | 80302 | N/A | PC | General Support | $60,000 | |||||
| 7th Generation Fund for Indiginous | ||||||||||||
| PO Box 4569 | Arcata | CA | 95518 | N/A | PC | General Support | $10,000 | |||||
| Aspen Community Foundation | ||||||||||||
| 455 Gold Rivers Ct Ste 515 | Basalt | CO | 81621 | N/A | PC | General Support | $10,000 | |||||
| Queer Asterisk | ||||||||||||
| 1575 Franklin Street | Denver | CO | 80218 | N/A | PC | General Support | $5,000 | |||||
| FRIDA The Young Feminist Fund | ||||||||||||
| The Presidio PO Box 29903 | San Francisco | CA | 94129 | N/A | PC | General Support | $10,000 | |||||
| Amplify Girls Inc | ||||||||||||
| 228 Park Ave S Suite 34731 | New York | NY | 10003 | N/A | PC | General Support | $50,000 | |||||
| Naropa University | ||||||||||||
| 2130 Arapahoe Avenue | Boulder | CO | 80302 | N/A | PC | General Support | $5,000 | |||||
| NFGKIMOKEO Foundation | ||||||||||||
| 95 Mahalani St Suite 12 | Wailuku | HI | 96793 | N/A | PC | General Support | $515 | |||||
| ByKids | ||||||||||||
| 330 West End Avenue 7A | New York | NY | 10023 | N/A | PC | General Support | $500 | |||||
| indigenous Climate Action | ||||||||||||
| N/A | PC | General Support | $50,000 | PO Box 52167 RPO Garneau | Edmonton | Alberta | CA | T6G 2T5 | ||||
| Boulder JCC | ||||||||||||
| 6007 Oreg Ave | Boulder | CO | 80303 | N/A | PC | General Support | $1,000 | |||||
| Rios to Rivers | ||||||||||||
| 1280 Ute Avenue Ste 4 | Aspen | CO | 81611 | N/A | PC | General Support | $3,500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $861,822 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $194,023 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$243,301 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Miscellaneous Revenue | $14,811 | ||||
| Partnership Income | 900099 | -$2,396 | 14 | -$2,568 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$2,396 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$51,846 | ExclusionAmt |
| Related Or Exempt Function Incm | $14,811 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$39,431 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11a | LineNumberTxt |
| Relationship Statement | Refund of taxes paid. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Micah Foundation | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 Steele St 375 | AddressLine1Txt |
| City | Denver | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,169 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $24,130 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $24,130 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (20 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Bank of America 10/22/25 | $58,314 | $58,314 |
| Equinix Inc 1.55% 3/15/28 | $35,130 | $35,130 |
| Verizon Communications 3.875% 2/8/29 | $38,780 | $38,780 |
| Pfizer Inc 2.625% 4/1/30 | $36,160 | $36,160 |
| Alphabet Inc 1.1% 8/15/30 | $45,647 | $45,647 |
| Commonwealth FA 2.023% 6/1/24 | $19,738 | $19,738 |
| Univ CA 3.159% 5/15/25 | $19,556 | $19,556 |
| Interntnl Bk 0.375% 7/28/25 | $42,214 | $42,214 |
| European Invt Bk 2.5% 10/15/24 | $58,859 | $58,859 |
| Morgan Stanley VAR 25 10/21/25 | $52,820 | $52,820 |
| KFW 1% 10/1/26 | $4,603 | $4,603 |
| NextEra Energy CA 1.9% 6/15/28 | $44,412 | $44,412 |
| JP Morgan Chase VAR 25 8/9/25 | $53,225 | $53,225 |
| Interntnl Bk 0.5% 10/28/25 | $9,321 | $9,321 |
| Interntnl FIN 2.125% 26F 4/7/26 | $47,721 | $47,721 |
| Wells Fargo & Co Var 26 8/15/26 | $54,446 | $54,446 |
| Archer Daniels MI 2.9% 32 3/1/32 | $26,601 | $26,601 |
| Intel Corp 4.15% 32 8/5/32 | $29,324 | $29,324 |
| Comcast Corp 4.65% 33 2/15/33 | $40,445 | $40,445 |
| Inter Amern Dev 3.5% 33F 4/12/33 | $19,177 | $19,177 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $116,954 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $116,954 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $501,220 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $501,220 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (46 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Allign Impact Fund II, LP | AT COST | $523,751 | $523,751 |
| Align TMIF II Access Fund LP | AT COST | $350,543 | $350,543 |
| Beneficial Return LLC | AT COST | $14,198 | $14,198 |
| Greenbacker Renewable Energy Class PI | AT COST | $109,712 | $109,712 |
| International Columbia US LLC | AT COST | $25,792 | $25,792 |
| Low Income Investment Fund | AT COST | $12,060 | $12,060 |
| Rose Affordable Housing V LP | AT COST | $497,643 | $497,643 |
| SJF Ventures Fund V LP | AT COST | $80,731 | $80,731 |
| Sonen Global Sustainable LLC | AT COST | $110,987 | $110,987 |
| UP Fund LP | AT COST | $48,093 | $48,093 |
| Putting America Back to Work Fund | AT COST | $186,852 | $186,852 |
| Odin Capital LP | AT COST | $286,372 | $286,372 |
| Calvert Impact CA 1.5% 3/15/24 | FMV | $247,943 | $247,943 |
| Achieve Partners Workforce Fund | AT COST | $289,975 | $289,975 |
| CIM Enterprise Loan Fund LP | AT COST | $596,919 | $596,919 |
| Colorado Enterprise Fund | AT COST | $240,000 | $240,000 |
| Founders First Capital Partners | AT COST | $99,997 | $99,997 |
| HCAP Partners V | AT COST | $142,712 | $142,712 |
| Impact Venture IV | AT COST | $218,379 | $218,379 |
| Rethink Education III | AT COST | $172,863 | $172,863 |
| Rose Affordable Housing | AT COST | $305,000 | $305,000 |
| Windsail Credit QP Fund | AT COST | $284,768 | $284,768 |
| Zeal Capital Partners Fund I | AT COST | $138,334 | $138,334 |
| Greenbacker Renewable Energy Class SF | AT COST | $530,184 | $530,184 |
| Rethink Capital Partners | AT COST | $16,079 | $16,079 |
| iShares Esg Aware MSCI EAFE, 2,592 Sh | FMV | $195,800 | $195,800 |
| iShares Esg Aware MSCI USA, 8960.2101 Sh | FMV | $940,105 | $940,105 |
| iShares MSCI Global, 8,138 Sh | FMV | $506,725 | $506,725 |
| Nuveen ESG Emerging Mkt, 4,090 Sh | FMV | $110,225 | $110,225 |
| Nuveen ESG Mid Cap, 3,673 Sh | FMV | $115,846 | $115,846 |
| Nuveen ESG Small Cap, 19,521 Sh | FMV | $763,271 | $763,271 |
| Calvert Emerging Markets, 33,285.964 Sh | FMV | $542,561 | $542,561 |
| Calvert Equity I, 8,597.06 Sh | FMV | $786,115 | $786,115 |
| Calvert International, 32,301.682 Sh | FMV | $929,965 | $929,965 |
| Calvert Mid Cap, 11,288.375 Sh | FMV | $485,287 | $485,287 |
| Calvert Small Cap, 22,551.9890 Sh | FMV | $753,011 | $753,011 |
| Calvert US Large Cap Core, 34,242.278 Sh | FMV | $1,428,588 | $1,428,588 |
| Calvert US Large Cap Value, 5,525.317 Sh | FMV | $163,936 | $163,936 |
| DFA Em Mkts, 27,777.218 Sh | FMV | $251,939 | $251,939 |
| DFA Intl Sustainability, 74,475.999 Sh | FMV | $911,586 | $911,586 |
| Versus Cap Multi-Man, 8017.5030 Sh | FMV | $206,771 | $206,771 |
| Iroquois Valley Farmland, 1,332.8303 Sh | FMV | $142,613 | $142,613 |
| Invesco MSCI Sustainable, 13,320.3567 Sh | FMV | $514,181 | $514,181 |
| JPMorgan Ultra Short Income ETF | FMV | $348,395 | $348,395 |
| iShares ESG Aware MSCI EM ETF, 2549 Sh | FMV | $81,721 | $81,721 |
| Impax Global Environment, PGINX | FMV | $605,395 | $605,395 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $2,370 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,370 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Bank Fees | $57 | $57 | |
| Dues & Memberships | $7,513 | $7,513 | |
| Filing Fees | $100 | $100 | |
| Miscellaneous Expenses | $1,414 | $1,414 | |
| Other Investment Expenses | $1,050 | $1,050 | |
| Postage, Mailing Service | $173 | $173 | |
| Website | $2,574 | $2,574 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Miscellaneous Revenue | $14,811 | |
| Partnership Income | -$4,964 | -$2,567 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Advisor Fees | CategoryTxt |
| Amt | $96,324 | Amt |
| Net Investment Income | $96,324 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |