BETA

MIGHTY ARROW FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MIGHTY ARROW FAMILY FOUNDATION (EIN 46-1557560)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202233199349106903
Schema version
2021v4.2
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

FieldValueIRS element (for citing)
Return2022-11-15T14:52:41-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN381357951PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PLANTE & MORAN PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18181 E TUFTS AVE SUITE 600AddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80237ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461557560EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MIGHTY ARROW FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMIGHBusinessNameControlTxt
Phone3032433100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 90AddressLine1Txt
CityFORT COLLINSCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80522ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJORDANA BARRACKPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone3032433100PhoneNum
Signature2022-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJORDANAPersonFirstNm
Person LastBARRACKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDORI J EGGETTPreparerPersonNm
PTINP00645252PTIN
Phone3037409400PhoneNum
Preparation2022-11-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$19,384,753FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$127,640ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$414,282DividendsRevAndExpnssAmt
Dividends Net Invst Incm$625,707DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,314,415NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$13,286,819GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,337,159CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$185,472OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$64,694OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$3,041,809TotalRevAndExpnssAmt
Total Net Invst Incm$2,898,172TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$122,508CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$91,881CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$30,627CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$15,492PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$11,619PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$3,873PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$5,000LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$2,500LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,250LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$25,300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$12,650AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$17,450AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$28,537TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$204OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$102OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$102OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$7,629TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$3,815TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$3,814TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$259,856OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$215,212OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$46,436OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$464,526TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$337,779TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$103,552TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,541,179ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,556,179ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,005,705TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$337,779TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,659,731TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,036,104ExcessRevenueOverExpensesAmt
Net Investment Income$2,560,393NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$82,783CashBOYAmt
Cash EOY$95,733CashEOYAmt
Cash EOYFMV$95,733CashEOYFMVAmt
Other Nts And Loans Rcvbl$100,000OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$102,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$100,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$100,000OtherNtsAndLoansRcvblEOYFMVAmt
Other Investments BOY$19,303,146OtherInvestmentsBOYAmt
Other Investments EOY$19,187,527OtherInvestmentsEOYAmt
Other Investments EOYFMV$19,187,527OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$1,493OtherAssetsEOYAmt
Other Assets EOYFMV$1,493OtherAssetsEOYFMVAmt
Total Assets BOY$19,487,929TotalAssetsBOYAmt
Total Assets EOY$19,384,753TotalAssetsEOYAmt
Total Assets EOYFMV$19,384,753TotalAssetsEOYFMVAmt
Accounts Payable BOY$12,690AccountsPayableBOYAmt
Accounts Payable EOY$6,098AccountsPayableEOYAmt
Grants Payable BOY$40,000GrantsPayableBOYAmt
Grants Payable EOY$25,000GrantsPayableEOYAmt
Total Liabilities BOY$52,690TotalLiabilitiesBOYAmt
Total Liabilities EOY$31,098TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$19,435,239RetainedEarningBOYAmt
Retained Earning EOY$19,353,655RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$19,435,239TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$19,353,655TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$19,487,929TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$19,384,753TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$19,435,239TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,036,104ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$20,471,343SubtotalAmt
Other Decreases$1,117,688OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$19,353,655TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
TD AMERITRADE #0188 STP2021-12-31$281,720$281,812-$92-$92
TD AMERITRADE #0188 LTP2021-12-31$555,624$548,951$6,673$6,673
TD AMERITRADE #2070 STP2021-12-31$2,511,331$2,180,101$331,256$331,256
TD AMERITRADE #2070 LTP2021-12-31$1,521,434$1,103,791$420,104$420,104
TD AMERITRADE #0670 STP2021-12-31$28,407$25,915$2,492$2,492
TD AMERITRADE #7885 STP2021-12-31$62,080$67,742-$4,772-$4,772
TD AMERITRADE #7885 LTP2021-12-31$319,697$314,885$4,812$4,812
TD AMERITRADE #4918 STP2021-12-31$80,431$80,453-$22-$22
TD AMERITRADE #4918 LTP2021-12-31$690,955$673,857$12,860$12,860
TD AMERITRADE #6678 STP2021-12-31$3,552,701$3,153,965$405,026$405,026
TD AMERITRADE #6678 LTP2021-12-31$3,625,921$2,527,535$1,102,705$1,102,705
K-1 INVESTMENTS LTP2021-12-31$33,774$401$33,373$33,373
TD AMERITRADE #2070P2021-12-31$733$733$733
TD AMERITRADE #0670P2021-12-31$57$57$57
TD AMERITRADE #7885P2021-12-31$20,443$20,443$20,443
TD AMERITRADE #6678P2021-12-31$1,511$1,511$1,511
FieldValueIRS element (for citing)
Capital Gain Net Income$2,337,159CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$35,589InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$35,589SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$35,589TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$28,928EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$28,928TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$6,661TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.MIGHTYARROW.ORGWebsiteAddressTxt
Individual With BooksPLANTE MORAN PLLCIndividualWithBooksNm
Phone3037409400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18181 E TUFTS AVE SUITE 600AddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80237ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KIMBERLEY JORDAN
PO BOX 90FORT COLLINSCO80522PRESIDENT1.00$0$0$0
LUCY CANTWELL
PO BOX 90FORT COLLINSCO80522SECRETARY1.00$0$0$0
DICK CANTWELL
PO BOX 90FORT COLLINSCO80522BOARD MEMBER1.00$0$0$0
PAUL HUDNUT
PO BOX 90FORT COLLINSCO80522BOARD MEMBER1.00$0$0$0
NICKOLAS LEBESCH
PO BOX 90FORT COLLINSCO80522BOARD MEMBER1.00$0$0$0
ZACHARY DANIELSON
PO BOX 90FORT COLLINSCO80522BOARD MEMBER1.00$0$0$0
JORDANA BARRACK
PO BOX 90FORT COLLINSCO80522EXECUTIVE DIRECTOR40.00$122,508$6,141$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$16,740,267AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$227,143AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$3,070,403FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$20,037,813TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$20,037,813AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$300,567CashDeemedCharitableAmt
Net Vl Noncharitable Assets$19,737,246NetVlNoncharitableAssetsAmt
Minimum Investment Return$986,862MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$986,862MinimumInvestmentReturnAmt
Tax Based On Investment Income$35,589TaxBasedOnInvestmentIncomeAmt
Total Tax$35,589TotalTaxAmt
Distributable Before Adj$951,273DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$951,273DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$951,273DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,659,731ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,659,731QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$951,273DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$304,674ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$133,076ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$418,172ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$535,945ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,391,867TotalExcessDistributionCyovAmt
Qualifying Distributions$1,659,731QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$951,273AppliedToCurrentYearAmt
Remaining Distri From Corpus$708,458RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,100,325TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$304,674ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,795,651ExcessDistriCyovToNextYrAmt
Excess From Year4$133,076ExcessFromYear4Amt
Excess From Year3$418,172ExcessFromYear3Amt
Excess From Year1$535,945ExcessFromYear1Amt
Excess From Current Year$708,458ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKIMBERLEY JORDANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
40 SCHOOLS
612 ANDREW HIGGINSNEW ORLEANSLA70130PCGENERAL SUPPORT$25,000
ALLIANCE FOR COMMUNITY DEVELOPMENT
2323 BORADWAYOAKLANDCA94612PCGENERAL SUPPORT$25,000
AMERICAN FOREST FOUNDATION
2000 M STREET NW SUITE 550WASHINGTONDC20036PCGENERAL SUPPORT$25,000
AMERICAN RIVERS
1101 14TH STREET NW SUITE 1400WASHINGTONDC20005PCGENERAL SUPPORT$50,000
AMERICAN WHITEWATER
629 W MAIN STSYLVANC28779PCGENERAL SUPPORT$51,546
AS YOU SOW
PO BOX 751BERKELEYCA94701PCGENERAL SUPPORT$25,000
AUDUBON ROCKIES' PHILOSOPHY
215 W OAK ST STE 2CFORT COLLINSCO80521PCGENERAL SUPPORT$25,000
BLACK STAR
217 SOUTH JACKSON ST UITE BDENVERCO80209PCGENERAL SUPPORT$25,000
CERES INC
99 CHAUNCY STREET 6TH FLOORBOSTONMA02111PCGENERAL SUPPORT$50,000
COALITION FOR POUDRE RIVER WATERSHED
320 E VINE DR STE 417FORT COLLINSCO80524PCGENERAL SUPPORT$9,000
COLORADO CLEAN ENERGY CLUSTER
320 E VINE DR STE 101FORT COLLINSCO80524PCGENERAL SUPPORT$25,000
COLORADO OPEN LANDS
1546 COLE BLVDLAKEWOODCO80401PCGENERAL SUPPORT$25,000
COLORADO STATE UNIVERSITY FOUNDATION
UNIVERSITY SERVICES CENTER 300FORT COLLINSCO80523PCGENERAL SUPPORT$3,500
COLORADO STATE UNIVERSITY SYSTEM
555 17TH ST STE 1000DENVERCO80202PCGENERAL SUPPORT$2,000
COMMUNITY BUILDERS
817 COLORADO AVE 200GLENWOOD SPRINGSCO81601PCGENERAL SUPPORT$25,000
COMMUNITY FOUNDATION OF NORTHERN COLORADO
4745 WHEATON DRFORT COLLINSCO80525PCGENERAL SUPPORT$4,000
CYCLES OF CHANGE
1246 23RD AVEOAKLANDCA94606PCGENERAL SUPPORT$25,000
DIVERSITY WHITEWATER
1151 EAGLE DRIVE 156LOVELANDCO80537PCGENERAL SUPPORT$5,000
FOOD CONNECT
343 N AIRPORT BLVD 155AURORACO80011PCGENERAL SUPPORT$25,000
FRIENDS OF YAMPA
743 OAK STSTEAMBOAT SPRINGSCO80487PCGENERAL SUPPORT$30,545
FRIENDS OF YOUTH AND NATURE
PO BOX 634HOTCHKISSCO81419PCGENERAL SUPPORT$3,000
GLEN CANYON INSTITUTE
3090 EAST 3300 SOUTH SUITE 400SALT LAKE CITYUT84109PCGENERAL SUPPORT$5,000
GRID ALTERNATIVES
1171 OCEAN AVENUE SUITE 200OAKLANDCA94608PCGENERAL SUPPORT$50,000
HEAL FOOD ALLIANCE
436 14TH ST STE 425OAKLANDCA94612PCGENERAL SUPPORT$25,000
HOMEBOY INDUSTRIES
130 W BRUNO STLOS ANGELESCA90012PCGENERAL SUPPORT$25,000
KRFC 889 FM RADIO FORT COLLINS
619 S COLLEGE AVE STE 2FORT COLLINSCO80524PCGENERAL SUPPORT$10,000
LAND CORE
1327 WILLOW STLOS ANGELESCA90013PCGENERAL SUPPORT$50,000
MAD AGRICULTURE
728 PEARL STREETBOULDERCO80302PCGENERAL SUPPORT$26,500
MI FAMILIA VOTA EDUCATION FUND
3030 N CENTRAL AVE SUITE 900PHOENIXAZ85012PCGENERAL SUPPORT$100,000
NATIONAL WILDLIFE FEDERATION
11100 WILDLIFE CENTER DRIVERESTONVA20190PCGENERAL SUPPORT$3,000
NATIONAL YOUNG FARMERS COALITION
PO BOX 1074HUDSONNY12534PCGENERAL SUPPORT$57,000
OCCIDENTAL ARTS & ECOLOGY CENTER
15290 COLEMAN VALLEY RDOCCIDENTALCA95465PCGENERAL SUPPORT$25,000
OCCIDENTAL FIRE DEPARTMENT
3800 BOHEMIAN HWYOCCIDENTALCA95465PCGENERAL SUPPORT$20,000
OUTDOOR AFRO
2323 BORADWAYOAKLANDCA94612PCGENERAL SUPPORT$25,000
OUTDOOR ALLIANCE
1602 L ST NW SUITE 600WASHINGTONDC20036PCGENERAL SUPPORT$50,000
PROJECT DRAWDOWN
3450 SACRAMENTO STREET 506SAN FRANCISCOCA94118PCGENERAL SUPPORT$1,500
QUIVIRA COALITION
1413 SECOND STREET SUITE 1SANTA FENM87505PCGENERAL SUPPORT$10,000
REGENERATIVE AGRICULTURE FOUNDATION
45 WEST 36TH STREET 6TH FLOORNEW YORKNY10018PCGENERAL SUPPORT$10,000
REGENERATIVE ORGANIC ALLIANCE
PO BOX 622GRATONCA95444PCGENERAL SUPPORT$25,000
RE-VOLV
5 THIRD STREET SUITE 424SAN FRANCISCOCA94103PCGENERAL SUPPORT$25,000
RIVERS EDGE WEST
244 N 7TH STGRAND JUNCTIONCO81501PCGENERAL SUPPORT$2,500
SALO SCIENCES INC
235 KANSAS ST 205SAN FRANCISCOCA94103PCGENERAL SUPPORT$30,000
SAN DIEGO FOOD SYSTEM ALLIANCE
PO BOX 3185SAN DIEGOCA92163PCGENERAL SUPPORT$25,000
SLOW MONEY INSTITUTE
2440 JUNCTION PL STE 100BOULDERCO80301PCGENERAL SUPPORT$12,088
TEXAS ORGANIZING PROJECT EDUCATION FUND
PO BOX 120296SAN ANTONIOTX78212PCGENERAL SUPPORT$100,000
THE CENTER FOR LARGE LANDSCAPE CONSERVATION
PO BOX 1587BOZEMANMT59771PCGENERAL SUPPORT$25,000
THE CONSERVATION FUND
1942 BROADWAY SUITE 323BOULDERCO80302PCGENERAL SUPPORT$25,000
THE MARSHALL PROJECT
156 W 56TH ST STUDIO 3RD FLOORNEW YORKNY10019PCGENERAL SUPPORT$25,000
THE MOSAIC PROJECT
478 SANTA CLARA AVE SUITE 200OAKLANDCA94610PCGENERAL SUPPORT$25,000
THE NATURE CONSERVANCY
2424 SPRUCE STREETBOULDERCO80302PCGENERAL SUPPORT$25,000
THEODORE ROOSEVELT CONSERVATION PARTNERSHIP
1580 LINCOLN STREET SUITE 1280DENVERCO80203PCGENERAL SUPPORT$55,000
TREES WATER & PEOPLE
633 REMINGTON STFORT COLLINSCO80524PCGENERAL SUPPORT$25,000
UNITED WAY
701 N FAIRFAX STREETALEXANDRIAVA22314PCGENERAL SUPPORT$15,000
URBAN TILTH
323 BROOKSIDE DRRICHMONDCA94801PCGENERAL SUPPORT$25,000
VOCES UNIDAS
110 HARRIS STREET 309BASALTCO81621PCGENERAL SUPPORT$25,000
WESTERN LANDOWNERS ALLIANCE
PO BOX 6278SANTA FENM87502PCGENERAL SUPPORT$25,000
WORLD CENTRAL KITCHEN
655 NEW YORK AVE NW 6TH FLOORWASHINGTONDC20001PCGENERAL SUPPORT$25,000
WORTH RISES
85 DELANCEY ST 2ND FLOORNEW YORKNY10002PCGENERAL SUPPORT$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,541,179TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$414,282ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,314,415ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
K-1 INCOME14-$64,694
DISTRIBUTION INCOME14$185,472

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,849,475ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,849,475TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1KIM JORDANBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 90AddressLine1Txt
CityFORT COLLINSCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80522ZIPCd
FieldValueIRS element (for citing)
Total Contributions$127,640TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$25,300Amt
Net Investment Income$12,650NetInvestmentIncomeAmt
Disbursements Charitable Prps$17,450DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (28 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AQUA SPARK C.V. CLASS AFMV$211,973$211,973
ARAVAIPA VENTURE FUND LLCFMV$163,966$163,966
AUTONOMOUS TRACTOR CORPFMV$25,000$25,000
BRIDGES VENTURES US SUSTAINABLE GFMV$225,911$225,911
CARBON LIGHTHOUSE ENERGY SERVICESFMV$17,751$17,751
CLOSED LOOP VENTUREFMV$140,400$140,400
ECOTRUSTFMV$128,276$128,276
EMRGY INCFMV$75,000$75,000
ICASTFMV$50,000$50,000
IDLE SMARTFMV$25,000$25,000
OMNIDIAN, INC./ PEGU INCFMV$100,000$100,000
PAX PURE INCFMV$12,500$12,500
SONEN GLOBAL SUSTAINABLEFMV$338,453$338,453
TD AMERITRADE 4918 - FIX INCOMEFMV$8,135,844$8,135,844
TD AMERITRADE 6678 - PUB EQUITYFMV$7,070,257$7,070,257
TD AMERITRADE 7885 - REAL ASSETFMV$773,564$773,564
WUNDER CAPITALFMV$40,516$40,516
RSF SOCIAL FINANCEFMV$150,000$150,000
ONE ACRE FUNDFMV$196,908$196,908
GREENBACKER RENEWABLE ENERGYFMV$250,941$250,941
ENTERPRISE COMMUNITY IMPACTFMV$98,750$98,750
TD AMERITRADE 0670 - PUB EQUITYFMV$238,950$238,950
AZOLLA VENTURES CATALYTIC FUNDFMV$50,000$50,000
FOUNDERS FIRSTFMV$249,997$249,997
POSIGENFMV$250,000$250,000
ZEAL CAPITAL PARTNERS FUND I LPFMV$44,896$44,896
VISION RIDGE SAF IIIFMV$36,011$36,011
SOUTHER OPPORTUNITY FUNDFMV$86,663$86,663

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$5,000LegalFeesAmt
Net Investment Income$2,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,250DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINTEREST INCOME ACCRUALDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$1,493EOYBookValueAmt
EOYFMV$1,493EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON INVESTMENTSDesc
Amt$1,117,688Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LEASED EMPLOYEE EXPENSE$12,000$6,000$6,000
DUES/MEMBERSHIP REGISTRATION$16,149$0$18,941
OFFICE EXPENSES$5,218$2,609$2,609
PAYROLL PROCESSING FEES$3,311$2,483$828
MEALS AND ENTERTAINMENT$2,385$1,193$1,192
INVESTMENT MANAGEMENT EXPENSES$200,965$200,965$0
PROFESSIONAL DEVELOPMENT$3,733$1,867$1,866
BANK CHARGES$95$95$0
MARKETING$16,000$0$15,000

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
K-1 INCOME$0-$64,694-$64,694
DISTRIBUTION INCOME$185,472$185,472

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$28,537Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.