COMMUNITY FOUNDATION OF THE GUNNISON VALLEY: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF THE GUNNISON VALLEY (EIN 31-1650658)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-07-05
- IRS object ID
- 202211869349301401
- Schema version
- 2021v4.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-05T10:18:55-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461778573 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAMBLIN AND ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23720 PONDVIEW PL | AddressLine1Txt |
| City | GOLDEN | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311650658 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF THE GUNNISON VAL | BusinessNameLine1Txt |
| Business Name Line2 | FORMERLY GUNNISON AREA COMMUNITY FNDN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 9706418837 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 North Main Street | AddressLine1Txt |
| City | GUNNISON | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lauren Kugler | PersonNm |
| Person Title | Executive Dir. | PersonTitleTxt |
| Signature | 2022-07-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Lauren | PersonFirstNm |
| Person Last | Kugler | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lyman Hamblin | PreparerPersonNm |
| PTIN | P01701322 | PTIN |
| Phone | 3036942727 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Lauren Kugler | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 North Main Street | AddressLine1Txt |
| City | GUNNISON | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,965,236 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | CFGV.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE A CHARITABLE CONDUIT TO IMPROVE THE GUNNISON AREA AS A PLACE TO LIVE | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,650,083 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,189,996 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,576,130 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,606,753 | CYInvestmentIncomeAmt |
| PY Other Revenue | $109,892 | PYOtherRevenueAmt |
| CY Other Revenue | $168,487 | CYOtherRevenueAmt |
| PY Total Revenue | $3,336,105 | PYTotalRevenueAmt |
| CY Total Revenue | $3,965,236 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $878,017 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,170,900 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $200,671 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $167,458 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $61,404 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $226,531 | PYOtherExpensesAmt |
| CY Other Expenses | $295,544 | CYOtherExpensesAmt |
| PY Total Expenses | $1,305,219 | PYTotalExpensesAmt |
| CY Total Expenses | $1,633,902 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,030,886 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,331,334 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,463,344 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,818,638 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $425,841 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $740,238 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,037,503 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,078,400 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE A PERMANENT ENTITY TO MANAGE RESOURCES TO HELP BUILDCOMMUNITY FOR THE BENEFIT OF ALL RESIDENTS OF THE GUNNISION WATERSHED. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,370,887 | ExpenseAmt |
| Grant | $1,161,605 | GrantAmt |
| Desc | FACILITATE CONTRIBUTIONS AND FUNDING FOR VARIOUS COMMUNITY PROJECTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $16,295 | ExpenseAmt |
| Grant | $16,295 | GrantAmt |
| Desc | FACILITATE CONTRIBUTIONS FOR SCHOLARSHIPS AND GRANTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,387,182 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COMMUNITY FOUNDATION OF THE GV | PersonNm |
| Phone | 9706418837 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 North Main Street | AddressLine1Txt |
| City | GUNNISON | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81230 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Lauren Kugler | |||||||
| ED, EX-OFFICIO | 40.00 | 0.00 | Yes (X) | Yes (X) | $65,830 | $0 | $0 |
| Bill Burke | |||||||
| President | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jim MacAllister | |||||||
| Secretary | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Dave Clayton | |||||||
| Vice President | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Kathy Barnhart | |||||||
| MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Steve Bolton | |||||||
| Member | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Mark Ewing | |||||||
| MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Anne Hausler | |||||||
| MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Colleen Hegeman | |||||||
| Treasurer | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Aaron Huck Huckstep | |||||||
| MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Gary Keiser | |||||||
| MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LeeAnn Mick | |||||||
| MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Greg Salsbury | |||||||
| MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Doug Tredway | |||||||
| MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Janice Welborn | |||||||
| MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jacob With | |||||||
| Member | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Cynthia Wolff | |||||||
| MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Rose Zealand | |||||||
| MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Rob Gentry | |||||||
| MEMBER | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $65,830 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,189,996 | AllOtherContributionsAmt |
| Noncash Contributions | $2,110 | NoncashContributionsAmt |
| Total Contributions | $2,189,996 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,606,753 | TotalRevenueColumnAmt |
| Exclusion | $1,606,753 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Admin fees | 900099 | $149,809 | $149,809 |
| Other Income | 900099 | $18,678 | $18,678 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $168,487 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,965,236 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $168,487 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,606,753 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,154,605 | TotalAmt |
| Program Services | $1,154,605 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,295 | TotalAmt |
| Program Services | $16,295 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,830 | TotalAmt |
| Program Services | $4,608 | ProgramServicesAmt |
| Management And General | $52,664 | ManagementAndGeneralAmt |
| Fundraising | $8,558 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,954 | TotalAmt |
| Program Services | $10,385 | ProgramServicesAmt |
| Management And General | $50,238 | ManagementAndGeneralAmt |
| Fundraising | $23,331 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,341 | TotalAmt |
| Program Services | $735 | ProgramServicesAmt |
| Management And General | $5,043 | ManagementAndGeneralAmt |
| Fundraising | $1,563 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,333 | TotalAmt |
| Program Services | $1,034 | ProgramServicesAmt |
| Management And General | $7,099 | ManagementAndGeneralAmt |
| Fundraising | $2,200 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,900 | TotalAmt |
| Management And General | $22,900 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,538 | TotalAmt |
| Program Services | $35,584 | ProgramServicesAmt |
| Management And General | $3,954 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,579 | TotalAmt |
| Management And General | $9,876 | ManagementAndGeneralAmt |
| Fundraising | $6,703 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,348 | TotalAmt |
| Program Services | $5,087 | ProgramServicesAmt |
| Management And General | $10,174 | ManagementAndGeneralAmt |
| Fundraising | $5,087 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,882 | TotalAmt |
| Program Services | $4,471 | ProgramServicesAmt |
| Management And General | $8,940 | ManagementAndGeneralAmt |
| Fundraising | $4,471 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,436 | TotalAmt |
| Program Services | $4,859 | ProgramServicesAmt |
| Management And General | $9,718 | ManagementAndGeneralAmt |
| Fundraising | $4,859 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,597 | TotalAmt |
| Management And General | $1,597 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,105 | TotalAmt |
| Management And General | $1,105 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,889 | TotalAmt |
| Program Services | $972 | ProgramServicesAmt |
| Management And General | $1,945 | ManagementAndGeneralAmt |
| Fundraising | $972 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Admin fees | $144,216 | $144,216 | ||
| Misc | $3,723 | $63 | $3,660 | |
| PROGRAMs FOR NON-PROFITS | $3,249 | $3,249 | ||
| Education & professional dev | $1,082 | $1,082 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,633,902 | TotalAmt |
| Program Services | $1,387,182 | ProgramServicesAmt |
| Management And General | $185,316 | ManagementAndGeneralAmt |
| Fundraising | $61,404 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,090 | BOYAmt |
| EOY | $269,331 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $536,434 | BOYAmt |
| EOY | $742,370 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,632 | BOYAmt |
| EOY | $33,302 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $36,151 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $36,151 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,488,355 | BOYAmt |
| EOY | $13,530,454 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,433 | BOYAmt |
| EOY | $110,781 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,400 | BOYAmt |
| EOY | $132,400 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,463,344 | BOYAmt |
| EOY | $14,818,638 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,220 | BOYAmt |
| EOY | $23,900 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $403,621 | BOYAmt |
| EOY | $716,338 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $425,841 | BOYAmt |
| EOY | $740,238 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,782,964 | BOYAmt |
| EOY | $2,064,448 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,254,539 | BOYAmt |
| EOY | $12,013,952 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,037,503 | BOYAmt |
| EOY | $14,078,400 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,463,344 | BOYAmt |
| EOY | $14,818,638 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,331,334 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$290,437 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,008,554 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $678,537 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,298,810 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,649,863 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,189,996 | CurrentTaxYearAmt |
| Total | $6,825,760 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,008,554 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $678,537 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,298,810 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,649,863 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,189,996 | CurrentTaxYearAmt |
| Total | $6,825,760 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,825,760 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,449 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $66,167 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $207,497 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $196,915 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $195,163 | CurrentTaxYearAmt |
| Total | $724,191 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,187,497 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $79,576 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,525,533 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,489,323 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,559,799 | CurrentTaxYearAmt |
| Total | $5,841,728 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,391,679 | TotalSupportAmt |
| Public Support CY170 | 0.50970 | PublicSupportCY170Pct |
| Public Support PY170 | 0.52850 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 39 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $670,314 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $402,681 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $7,794,912 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,116,603 | BeginningYearBalanceAmt |
| Contributions | $499,041 | ContributionsAmt |
| Investment Earnings Or Losses | $1,298,883 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $543,351 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $95,731 | AdministrativeExpensesAmt |
| End Year Balance | $10,275,445 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,751,904 | BeginningYearBalanceAmt |
| Contributions | $2,135,762 | ContributionsAmt |
| Investment Earnings Or Losses | $149,082 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $74,831 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $44,886 | AdministrativeExpensesAmt |
| End Year Balance | $7,917,031 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,404,360 | BeginningYearBalanceAmt |
| Contributions | $222,128 | ContributionsAmt |
| Investment Earnings Or Losses | $399,753 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $219,138 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $55,199 | AdministrativeExpensesAmt |
| End Year Balance | $5,751,904 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,604,040 | BeginningYearBalanceAmt |
| Contributions | $308,837 | ContributionsAmt |
| Investment Earnings Or Losses | -$427,237 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $81,280 | AdministrativeExpensesAmt |
| End Year Balance | $5,404,360 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,582,279 | BeginningYearBalanceAmt |
| Contributions | $283,802 | ContributionsAmt |
| Investment Earnings Or Losses | $723,613 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $981,876 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $3,778 | AdministrativeExpensesAmt |
| End Year Balance | $5,604,040 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.12740 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.87260 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $36,151 | OtherCostOrOtherBasisAmt |
| Depreciation | $36,151 | DepreciationAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Agency obligations | Desc |
| Amt | $716,338 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $716,338 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,965,236 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $3,965,236 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $3,965,236 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,633,902 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $1,633,902 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,633,902 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: Intended uses of the endowment fund. | CHARTER ENDOWMENT: WHEN THE FUND REACHES $1,000,000, THE EARNINGS WILL BE SUBJECT TO THE FOUNDATION'S SPENDING POLICY AND USED FOR GENERAL GRANTMAKING BY THE FOUNDATION.KIDS KOUNT ENDOWMENT: THE CORPUS REACHES $100,000, THE EARNINGS ARE SUBJECT TO THE FOUNDATION'S SPENDING POLICY AND USED FOR GRANT MAKING TO THE RE1J SCHOOL SYSTEM.NADINE HENRY 4-H FOREVER FUND: SUBJECT TO THE AMOUNT AVAILABLE EACH YEAR AS DETERMINED BY THE FOUNDATION'S SPENDING POLICY, USED FOR SUPPORT OF 4-H PROGRAMMING.SLATE RIVER ENDOWMENT FOR ALTERNATIVE EDUCATION AND ARTS PROGRAMS:SUBJECT TO THE AMOUNT AVAILABLE EACH YEAR AS DETERMINED BY THE FOUNDATION'S SPENDING POLICY, FOR USE BY THE FOUNDATION TO FUND PROGRAMS CLASSIFIED AS ALTERNATIVE EDUCATION AND ARTS PROGRAMS FOR CHILDREN.DAN TREDWAY MEMORIAL EXCELLENCE IN TEACHING AWARD: $2000 PER YEAR AWARD TO A TEACHER IN THE GUNNISON PUBLIC SCHOOLS MEETING SPECIFIC CRITERIA IN THE DOCUMENTS CREATING THE AWARD.ACORN FUND 1: WHEN THE CORPUS REACHES $10,000, THE ANONYMOUS DONOR ADVISOR WILL BE ABLE TO RECOMMEND GRANTS BASED ON THE AMOUNT AVAILABLE EACH YEAR AS DETERMINED BY THE FOUNDATION'S SPENDING POLICY.WILLIAM B. ENDNER ENDOWMENT: SUBJECT TO THE FOUNDATION'S SPENDING POLICY, THE AMOUNT AVAILABLE EACH YEAR MAY BE RECOMMENDED BY ADVISORS FOR USE BY NONPROFITS THAT BENEFIT THE CITIZENS OF THE CITY OF GUNNISON AND SURROUNDING AREAS.GUNNISON ARTS CENTER ENDOWMENT FUND: THE PURPOSE OF THE FUND IS TO PROVIDELONG-TERM RESERVES TO SUPPORT THE GUNNISON COUNCIL FOR THE ARTS/GUNNISON ARTS CENTER. DISTRIBUTIONS FROM THE FUND SHALL BE UNRESTRICTED FOR THE PURPOSE OF SUPPORTING PROGRAMMING, STAFFING, AND/OR OPERATING AND MAINTAINING A COMMUNITY ARTS CENTER FOR GUNNISON COLORADO. DISTRIBUTIONS WILL BE SUBJECT TO THE FOUNDATION'S SPENDING POLICY WHEN THE CORPUS REACHES $175,000.GUNNISON VALLEY HOCKEY ASSOCIATION YOUTH ENDOWMENT: THE PURPOSE OF THE FUND IS TO PROVIDE LONG-TERM RESERVES TO SUPPORT THE YOUTH PROGRAMS OF THE GUNNISON VALLEY HOCKEY ASSOCIATION, AND TO PROVIDE OPPORTUNITIES TO DEVELOP NEW HOCKEY PROGRAMS AND SERVICES FOR THE YOUTH OF THE COMMUNITY. DISTRIBUTIONS MAY BE MADE ACCORDING TO THE FOUNDATIONS SPENDING POLICY FROM EARNINGS ONLY, ONCE THE HISTORIC BALANCE OF $100,000 IS REACHED.PARADISE PLACE SCHOOL ENDOWMENT FUND: THE PURPOSE OF THIS FUND IS TO PROVIDE LONG-TERM FUNDS TO SUPPORT THE PROGRAMS OF PARADISE PLACE SCHOOL IN CRESTED BUTTE, COLORADO. THE FUND IS PERMANENTLY ENDOWED AND WILL BE SUBJECT TO THE FOUNDATIONS SPENDING POLICY, ALLOWING FOR DISTRIBUTIONS OF EARNINGS ONLY.EMILY GAYNOR ROTHMAN FUND FOR DANCE: SUBJECT TO THE SPENDING POLICY WHEN THE CORPUS REACHES $50,000, DISTRIBUTIONS FROM THIS FUND SUPPORT MODERN DANCE CLASSESS AND PRGRAMS AT THE CENTER FOR THE ARTS AND CRESTED BUTTE SCHOOL OF DANCE.FOREVER FUND: WHEN THE FUND REACHES $1,000,000, THE EARNINGS WILL BE SUBJECT TO THE FOUNDATION'S SPENDING POLICY AND USED FOR GENERAL OPERATING SUPPORT BY THE FOUNDATION. |
| Part X : FIN48 Footnote | The Foundation follows FIN 48 Accounting for Uncertainty in Income Taxes accounting standard which requires the Foundation to determine whether a tax position is more likely than not to be sustained upon examination. The Foundation believes it has appropriate support for any tax position taken, and as such, does not have any uncertain tax positions that are significant to the financial statements. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (31 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Recipient EINRecipientEIN |
|---|---|---|---|---|---|---|---|---|
| 4-H FOREVER | ||||||||
| 275 SOUTH SPRUCE ST | GUNNISON | CO | 81230 | GUNNISON COUNTY | $9,577 | $0 | PROGRAM SUPPORT | |
| Adaptive Sports Center | ||||||||
| PO Box 1639 | Crested Butte | CO | 81224 | 501(C)(3) | $17,100 | $0 | GENERAL OPERATING | 841063447 |
| Cattlemens Days Inc | ||||||||
| 275 S Spruce St | Gunnison | CO | 81230 | 501(C)(3) | $6,000 | $0 | PROGRAM SUPPORT | 721576181 |
| Center for The Arts | ||||||||
| 606 6th St | Crested Butte | CO | 81224 | 501(c)(3) | $43,940 | $0 | CAPITAL SUPPORT, GEN OP | 742451146 |
| Crested Butte Avalanche Ctr | ||||||||
| PO Box 2351 | Crested Butte | CO | 81224 | 501(c)(3) | $5,350 | $0 | GEN OPS | 841374824 |
| Crested Butte Land Trust | ||||||||
| PO Box 2224 | CRESTED BUTTE | CO | 81224 | 501(c)(3) | $19,450 | $0 | GENERAL OPERATING AND PROG SUPPORT | 841190830 |
| CRESTED BUTTE MTN HERITAGE MU | ||||||||
| PO BOX 2480 | CRESTED BUTTE | CO | 81224 | 501(c)(3) | $8,350 | $0 | GENERAL OPERATING SUPPORT | 841274733 |
| Crested Butte Music Festival | ||||||||
| PO Box 2117 | Crested Butte | CO | 81224 | 501(C)(3) | $6,450 | $0 | GENERAL OPERATING & PROG SUPPORT | 841374824 |
| Crested Butte Nordic Council | ||||||||
| PO Box 1269 | Crested Butte | CO | 81224 | 501(c)(3) | $6,100 | $0 | GENERAL OPERATING | 841066206 |
| Crested Butte State of Mind | ||||||||
| PO Box 2689 | Crested Butte | CO | 81224 | 501(c)(3) | $11,800 | $0 | GEN OPS | 843477504 |
| DOLLYWOOD FOUNDATION | ||||||||
| 2700 DOLLYWOOD PARKS BLVD | PIGEON FORGE | TN | 37863 | 501(c)(3) | $6,698 | $0 | PROGRAM SUPPORT | 621348105 |
| Gunnison Arts Center | ||||||||
| 102 S Main St PO Box 1772 | Gunnison | CO | 81230 | 501(c)(3) | $64,750 | $0 | General Operations | 742325340 |
| Gunnison Cnty Health & Human | ||||||||
| PO Box 479 | Gunnison | CO | 81230 | Gunnison County | $36,000 | $0 | PROGRAM SUPPORT | |
| GUNNISON CNTY JUVENILE SERVIC | ||||||||
| 200 E Virginia Ave | GUNNISON | CO | 81230 | Gunnison County | $33,530 | $0 | PROGRAM SUPPORT | |
| Gunnison Country Food Pantry | ||||||||
| PO Box 7077 | GUNNISON | CO | 81230 | 501(c)(3) | $14,900 | $0 | PROGRAM SUPPORT | 208197462 |
| Gunnison County Library Dist | ||||||||
| 307 North Wisconsin Street | GUNNISON | CO | 81230 | Gunnison Cnty Librar | $25,000 | $0 | PROGRAM SUPPORT | |
| Gunnison Hinsdale Early Child | ||||||||
| 200 E Virginia | Gunnison | CO | 81230 | GUNNISON COUNTY | $16,000 | $0 | PROGRAM SUPPORT | |
| GUNNISON VALLEY ANIMAL WELFAR | ||||||||
| PO BOX 1834 | GUNNISON | CO | 81230 | 501(c)(3) | $8,248 | $0 | GENERAL OPERATING | 841043943 |
| GUNNISON VALLEY HEALTH FNDN | ||||||||
| 711 NORTH TAYLOR STREET | GUNNISON | CO | 81230 | 501(c)(3) | $85,500 | $0 | PROGRAM SUPPORT | 261243347 |
| Gunnison Watershed Scl Dist | ||||||||
| 800 North Boulevard | gunnison | CO | 81230 | Gunnison WS SCHOOL D | $34,350 | $0 | PROGRAM SUPPORT | 846013483 |
| HISPANIC AFFAIRS PROJECT | ||||||||
| PO BOX 2024 | MONTROSE | CO | 81402 | 501(C)(3) | $5,400 | $0 | GENERAL OPERATING | 271276653 |
| kbut FM | ||||||||
| PO BOX 308 | crested butte | CO | 81224 | 501(C)(3) | $5,400 | $0 | program support | 742325285 |
| Living Journeys | ||||||||
| PO Box 2024 | Crested Butte | CO | 81224 | 501(c)(3) | $8,350 | $0 | PROGRAM SERVICES | 341974654 |
| Mountain Roots Food Project | ||||||||
| PO Box 323 | Gunnison | CO | 81230 | 501(c)(3) | $17,040 | $0 | PROGRAM SUPPORT | 453815587 |
| ROCKY MTN BIOLOGICAL LAB | ||||||||
| PO BOX 519 | CRESTED BUTTE | CO | 81224 | 501(C)(3) | $10,450 | $0 | GENERAL OPERATING SUPPORT | 846050523 |
| Six Points Eval & Training | ||||||||
| PO Box 1002 | gunnison | CO | 81230 | 501(c)(3) | $15,495 | $0 | GENERAL OPERATING SUPPORT | 840852105 |
| TAYLOR CANYON FIRE STATION | ||||||||
| 201 W VIRGINIA AVE | GUNNISON | CO | 81230 | 501(c)(3) | $544,452 | $0 | CAPITAL CAMPAIGN | 861546934 |
| THE EQUITY PROJECT | ||||||||
| 3455 RINGSBY CT | DENVER | CO | 80216 | $7,000 | $0 | general operating | 814657816 | |
| The Steamboat Institute | ||||||||
| PO Box 883037 | Steamboat Sprin | CO | 80455 | 501(c)(3) | $10,000 | $0 | 262096621 | |
| Town of Mt Crested Butte | ||||||||
| 911 Gothic Rd | Mt Crested But | CO | 81225 | Town of Mt. Crested | $8,058 | $0 | ||
| WESTERN COLORADO U FNDN | ||||||||
| 909 ESCALANGE DR | GUNNISON | CO | 81230 | 501(C)(3) | $7,500 | $0 | 840709935 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 30 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Scholarship | 7 | $16,295 |
| EXCELLENCE IN TEACHING AWARD | 1 | $2,000 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Additional Supplemental Information | EXPLANATION: ADDED TO DUE DILIGENCE PROCESS TO COMPLY WITH THE 2006PENSION PROTECTION ACT:IF AT ANY TIME A GRANT RECOMMENDATION IS FOR AN ORGANIZATION THAT OTHER THAN A 501(C)(3), ADDITIONAL RESEARCH AND ASSESSMENT WILL BEUNDERTAKEN (EXPENDITURE RESPONSIBILITIES) TO DETERMINE THE EXACTTAX-EXEMPT CLASSIFICATION OF THE ORGANIZATION. AS NECESSARY, THEEXECUTIVE DIRECTOR WILL CONDUCT A PRE-GRANT INQUIRY TO DETERMINE IF THEPURPOSE FOR WHICH THE GRANT IS BEING RECOMMENDED IS CHARITABLE, THEGRANTEE IS ABLE TO PERFORM THE PROPOSED ACTIVITY, THE GRANTEE MAINTAINSSEPARATE ACCOUNTS FOR CHARITABLE AND NON-CHARITABLE FUNDS, AND THEFOUNDATION WILL REQUIRE THAT FOLLOW-UP REPORTS BE PROVIDED ON THE USEOF THE GRANT RECEIVED. IF THOSE REQUIREMENTS ARE SATISFIED, THE BOARDMAY CONSIDER THE RECOMMENDATION. AT THIS TIME, GRANTS TO SUPPORTINGORGANIZATIONS ARE NOT ALLOWED FROM DONOR ADVISED FUNDS AT THE CFGV. IFOUR POLICY REGARDING SUPPORTING ORGANIZATIONS SHOULD CHANGE, ANYCONTROL OR CONNECTION TO THE DONOR ADVISOR OR HIS APPOINTEE WILL ALSOBE IDENTIFIED AND DISCLOSED AT THAT TIME. SINCE THE RECOMMENDEDGRANTEE WOULD NOT BE WITHIN THE TAX CLASSIFICATIONS THE FOUNDATIONWISHES TO SUPPORT THROUGH ITS DONOR-ADVISED FUND PROGRAM, AND SINCETHESE SPECIAL EXPENDITURE RESPONSIBILITIES REQUIRE ONGOING EFFORT ANDSTAFF ATTENTION, THE BOARD MAY DECLINE THE GRANT RECOMMENDATION AT ANYPOINT. THE ADVISOR WILL, OF COURSE, BE NOTIFIED PROMPTLY AND ALTERNATECHOICES DISCUSSED. |
| Grantmaker's Description of How Grants are Used | EXPLANATION: WITH AN ORGANIZATION'S APPLICATION TO THE COMMUNITY FOUNDATION OF THE GUNNISON VALLEY FOR A GRANT, WE REQUIRE A COPY OF THE ORGANIZATION'S CURRENT IRS 501(C)(3) DETERMINATION LETTER OR THAT OF THEIR FISCAL AGENT.STAFF ALSO USES GUIDESTAR "CHARITY CHECK" TO VERIFY CHARITABLE STATUS, IRS DEDUCTIBILITY CODE, AND DEDUCTIBILITY LIMITATIONS; IRS BUSINESS MASTER FILE DATA-IDENTIFY SUPPORTING ORGANIZATIONS AND, WHERE AVAILABLE, TYPE OF SUPPORTING ORGANIZATION IN COMPLIANCE WITH THE PENSION PROTECTION ACT OF 2006; IDENTIFY NONPROFITS WHOSE TAX EXEMPT STATUS HAS BEEN REVOKED UNDER THE PENSION PROTECTION ACT FOR FAILURE TO FILE ANNUAL RETURNS FOR THREE CONSECUTIVE YEARS; AND TO IDENTIFY NONPROFITS WHOSE TAX-EXEMPT STATUS HAS BEEN REVOKED FOR REASONS OTHER THAN FAILURE TO FILE AND LINK DIRECTLY TO INTERNAL REVENUE BULLETINS IN WHICH THE REVOCATIONS WERE ANNOUNCED.GRANT PROPOSALS ARE REVIEWED BY STAFF, NOTES ARE WRITTEN REGARDINGABOVE-MENTIONED STATUS WITH THE STATE AND THE IRS. ADDITIONALLY, STAFFREVIEWS THE PROPOSAL TO DETERMINE IF THE REQUEST MEETS THE ORGANIZATION'S STATED MISSION AND IS WITHIN THE GRANTING GUIDELINES OF THE FOUNDATION.APPLICATIONS ARE SUBMITTED ELECTRONICALLY AND ARE REVIEWED BY STAFF ANDTHEN BY THE GRANTS COMMITTEE, MEMBERS OF WHICH ARE EXPECTED TO REVIEW EACH PROPOSAL PRIOR TO THE REVIEW MEETING. THE MEMBERS OF THE GRANTS COMMITTEE REPRESENT VARIOUS COMMUNITIES WITHIN OUR VALLEY AS DETERMINED BY GEOGRAPHY, AGE, BACKGROUND, INTERESTS, SKILLS AND AGE. MEMBERS OF THE COMMITTEE ARE CHOSEN AND/OR APPOINTED FROM RECOMMENDATIONS OF BOTH BOARD AND STAFF. THE COMMITTEE FIRST DISCLOSES ANY CONFLICTS THEY MIGHT HAVE WITH ANY OF THE APPLICATIONS THAT WILL BE DISCUSSED AND THAT IS NOTED. THE COMMITTEE THEN DISCUSSES THE APPLICATION BEFORE THEM AND THEN RATES THE PROPOSAL ON THE FOLLOWING CRITERIA: NEED, MISSION, WHAT DIFFERENCE THE PROGRAM WILL MAKE IN THE COMMUNITY, REALISTIC BUDGET, ABILITY TO CARRY OUT THE PROGRAM AND THEIR EVALUATION CRITERIA.ANYONE WITH A CONFLICT (FOR A PARTICULAR AGENCY REQUESTING A GRANT)ABSTAINS FROM THE RATING PROCESS. THE SMAPPLY SOFTWARE PRODUCES ALIST OF GRANT REQUESTS RANKED IN ORDER OF THE GRANT COMMITTEE'S RATINGS FOR EACH ORGANIZATION. THE RANKED LIST IS GIVEN TO THE REVIEW COMMITTEE AND IT IS REVIEWED, FURTHER DISCUSSION ENSUES AND A RECOMMENDATION IS PREPARED FOR THE FOUNDATION BOARD TO REVIEW AND ACT UPON. THE RATING/RANKING PROCESS SIMPLIFIES THE DECISION-MAKING PROCESS AND ENABLES THE COMMITTEE TO SEE CLEARLY WHERE THE ORGANIZATION RANKS OVERALL IN THE MIX AND MAKES IT EASIER TO ATTACH DOLLAR FIGURES FOR RECOMMENDATION TO THE BOARD.THE COMMITTEE REVIEWS PROPOSALS ONCE A YEAR AND MAKES RECOMMENDATIONS TOTHE BOARD AT THE FIRST MEETING FOLLOWING THE REVIEW DAY FOR THOSEORGANIZATIONS THEY BELIEVE MERIT FUNDING AND THOSE ENTITIES THAT THECOMMITTEE RECOMMENDS FOR DECLINATION. THE BOARD MAKES THE FINAL DECISIONS ON GRANT RECIPIENTS.AGENCIES THAT ARE BEING DENIED ARE NOTIFIED PRIOR (BY A DAY) THAN THOSE WHO ARE RECEIVING SUCCESSFUL PROPOSAL ACKNOWLEDGEMENTS. THOSE WHO ARE GRANT RECIPIENTS MUST SIGN A SIMPLE AGREEMENT WITH THE FOUNDATION THAT STATES THEY WILL USE THE GRANT FUNDS FOR THE PURPOSE(S) STATED IN THEIR PROPOSALS OR REMAINING MONIES WILL BE RETURNED TO THE FOUNDATION PRIOR TO RECEIVING THEIR GRANT CHECKS. THE AGREEMENT IS VERY SPECIFIC ABOUT COMPLIANCE WITH THE PATRIOT ACT AND STATES: "IN COMPLIANCE WITH EXECUTIVE ORDER 13224 OF THE UNITED STATES' PATRIOT ACT, THIS GRANT WILL NOT BE USED TO SUPPORT NAMED TERRORIST ORGANIZATIONS OR THOSE WHO MAY BE OTHERWISE ASSOCIATED WITH TERRORISTS. THE COMMUNITY FOUNDATION OF THE GUNNISON VALLEY ACKNOWLEDGES THAT "SUPPORT" DOES NOT INCLUDE NON-VIOLENT ACTIVITIES INTENDED TO PROTECT OR PROMOTE CONSTITUTIONAL RIGHTS." THEY ARE ALSO REMINDED THAT A NARRATIVE AND FINANCIAL REPORT WILL BE DUE AT THE END OF THE GRANT TERM. (THIS INFORMATION IS ALSO INCLUDED IN THE GRANT GUIDELINES.) STAFF REVIEWS REPORTS TO SEE THAT THE FUNDING WAS USED FOR THE PURPOSES FOR WHICH IT WAS GRANTED.WE HAVE HAD OCCASION TO REQUEST THE RETURN OF GRANT FUNDS BECAUSE OF OURDILIGENCE IN KNOWING WHAT IS HAPPENING WITH THE NONPROFITS IN OUR VALLEY, THOSE WE HAVE FUNDED AND THOSE WE HAVE NOT, AND WE HAVE HAD OCCASION TO REQUEST MORE THOROUGH REPORTS WHEN THERE WAS A QUESTION ABOUT HOW THE GRANT FUNDS WERE USED.WHEN A DONOR RECOMMENDS A GRANT FROM A DONOR ADVISED FUND ALL DUE DILIGENCE STEPS ARE FOLLOWED; HOWEVER, THERE IS NO COMMITTEE PROCESS. THE EXECUTIVE DIRECTOR HAS THE DELEGATED AUTHORITY TO AUTHORIZE DAF RECOMMENDATIONS UP TO AND INCLUDING $24,999.99 WITHOUT SUBMITTING TO COMMITTEE; GRANTS ARE REPORTED TO THE BOARD AT REGULARLY SCHEDULED MONTHLY MEETINGS. A REPORT IS MADE TO THE BOARD AT THE NEXT REGULARLY SCHEDULED MEETING ALONG WITH THE DONOR ADVISED GRANTS APPROVED BY THE EXECUTIVE DIRECTOR. ANY RECOMMENDATION FOR MORE THAN $24,999.99 IS REVIEWED AND APPROVED, IF IN COMPLIANCE WITH FOUNDATION GUIDELINES, BY THE BOARD OF DIRECTORS.THE BOARD OF THE COMMUNITY FOUNDATION OF THE GUNNISON VALLEY SHALL ANNUALLY APPOINT ALL MEMBERS OF EACH SCHOLARSHIP AND GRANT SELECTION COMMITTEE AFTER RECEIVING BASIC INFORMATION ABOUT WHY THE INDIVIDUAL IS QUALIFIED TO BE ON THE COMMITTEE. THE ADVISORY PRIVILEGES OF THE DONOR AND ANY PERSON DESIGNATED BY THE DONOR ARE PERFORMED EXCLUSIVELY IN SUCH PERSON'S CAPACITY AS A MEMBER OF THE COMMITTEE.A DONOR OR RELATED PARTY MAY SERVE ON A SELECTION COMMITTEE, BUT NO COMBINATION OF THE DONOR AND PERSONS DESIGNATED BY THE DONOR (OR PERSONSCONSIDERED TO BE RELATED PARTIES TO SUCH PERSONS) MAY CONTROL, DIRECTLY OR INDIRECTLY, THE COMMITTEE AND THEY MAY NOT CONSTITUTE A MAJORITY OF THE COMMITTEE. A DONOR MAY SUGGEST SOME MEMBERS OF THE COMMITTEE BUT THEFOUNDATION HAS THE POWER TO ACCEPT OR REJECT ANY SUGGESTIONS. A DONORSERVING IN AN ADVISORY CAPACITY WILL BE ASKED TO DISCLOSE ANY FAMILY OREMPLOYMENT RELATIONSHIPS EXISTING WITH OTHER COMMITTEE MEMBERS. A DONOR CAN BE AN INDIVIDUAL, A DECEASED PERSON, A CHARITY OR OTHER NONPROFITORGANIZATION, A CORPORATION OR OTHER BUSINESS, A PROFESSIONAL OR ALUMNIGROUP, OR OTHER ENTITY.DAN TREDWAY MEMORIAL EXCELLENCE IN TEACHING AWARD IN THE ORIGINAL FUND AGREEMENT, THE REVIEW COMMITTEE FOR THE DAN TREDWAY MEMORIAL EXCELLENCE IN TEACHING AWARD WAS REQUIRED TO BE ANONYMOUS ALTHOUGH THE MEMBERS MAY HOLD SPECIFIC POSITIONS IN THE SCHOOL DISTRICT, (SUPERINTENDENT, WINNER FROM PREVIOUS YEAR, TEACHER REPRESENTATIVES FROM SPECIFIC SCHOOLS, ETC) MANY CHANGE EACH YEAR. IN ORDER TO COMPLY WITH CURRENT LAW, AND TO MAINTAIN DONOR INTENT, THE BOARD OF THE FOUNDATION HAS GIVEN THE AUTHORITY TO THE EXECUTIVE DIRECTOR TO ASSURE COMPLIANCE WITH THEPENSION PROTECTION ACT. THE NAMES OF THE COMMITTEE ARE PLACED IN THE FILE AND THE EXECUTIVE DIRECTOR AFFIRMS THAT DUE DILIGENCE WAS PERFORMED TO ENSURE THAT THE COMMITTEE COMPOSITION IS AS INTENDED AND IN COMPLIANCE WITH THE LAW AND THE COMMITTEE REMAINS ANONYMOUS TO THE PUBLIC. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b: Form 990 Review Process | THE FOUNDATION'S FINANCIAL GUIDELINES CALL FOR REVIEW OF THE FORM 990 BY THE BOARD PRIOR TO SUBMISSION. THE AUDIT COMMITTEE MAKES A PRESENTATION TO THE BOARD AT A REGULAR BOARD MEETING PRIOR TO FILING THE DOCUMENT. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | EACH JANUARY, EVERY MEMBER OF THE BOARD AND STAFF ARE GIVEN BOTH THECONFLICT OF INTEREST AND DISCLOSURE POLICIES TO REVIEW AND EACH FILLS OUT ANEW CONFLICT OF INTEREST AND DISCLOSURE FORM AND SIGNS THOSE FORMS. ATMEETINGS, MEMBERS ARE FREQUENTLY ASKED IF THERE ARE CONFLICTS OR AND ANYCONFLICT IS NOTED IN THE MINUTES. WHEN A CONFLICT EXISTS, THE PERSON WITHTHE CONFLICT MAY TAKE PART IN THE CONVERSATION BUT MAY NOT VOTE ON THEISSUE AT HAND. THIS FOUNDATION IS VERY SENSITIVE TO EVEN THE PERCEPTIONOF A CONFLICT.IN GRANT AND SCHOLARSHIP REVIEWS, IF THERE IS A CONFLICT OF INTEREST, THE PERSON LEAVES THE ROOM DURING DISCUSSION AND DOES NOT VOTE. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | THE GOVERNANCE AND FINANCE COMMITTEES REVIEW COMPENSATION OF SIMILAR SIZEORGANIZATIONS USING INTERNET AND PUBLISHED DATA; THEY THEN LOOK AT OTHERNONPROFITS IN OUR SERVICE AREA, DETERMINE WHAT OUR BUDGET LIMITATIONS AREAND RECOMMEND TO THE BOARD A NUMBER FOR THE COMPENSATION OF THE EXECUTIVEDIRECTOR. THERE ARE NO BENEFITS ACCOMPANYING THE POSITION . |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | THE GOVERNANCE AND FINANCE COMMITTEES REVIEW COMPENSATION OF SIMILAR SIZEORGANIZATIONS USING INTERNET AND PUBLISHED DATA; THEY THEN LOOK AT OTHERNONPROFITS IN OUR SERVICE AREA, DETERMINE WHAT OUR BUDGET LIMITATIONS AREAND RECOMMEND TO THE BOARD A NUMBER FOR THE COMPENSATION OF THE EXECUTIVEDIRECTOR. THERE ARE NO BENEFITS ACCOMPANYING THE POSITION. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | THE FOUNDATION MAINTAINS A PUBLIC BOOK WITH GOVERNINGCOMMENTS, AUDIT AND FORM 990 AVAILABLE TO THE PUBLIC AND PUBLISHES ITS STATEMENTOF ACTIVITIES ON THE WEBSITE AND IN THE ANNUAL REPORT. THE WEBSITE DIRECTSINTERESTED PARTIES TO GUIDESTAR FOR THE FULL 990. |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Agency Funds-Reclassification = -$290437 |
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