2022-11-15T19:10:52-06:00 2021-12-31 481195228 KELLER & OWENS LLC 10955 LOWELL AVE STE 800 OVERLAND PARK KS 66210 990 2021-01-01 473574130 IMPACT INVESTING CHARITABLE FOUNDATION INC IMPA 9132971804 8208 MELROSE DRIVE OVERLAND PARK KS 66214 AIMEE MINNICH CIO 9132971804 2022-11-15 1 AIMEE MINNICH 999009999 GREGORY D OWENS P00048643 9133383500 2022-11-15 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z IMPACT FOUNDATION AIMEE MINNICH 8208 MELROSE DRIVE OVERLAND PARK KS 66214 92847262 0 X IMPACTFOUNDATION.ORG X 2015 GA INVESTING CHARITABLE CAPITAL TO CREATE ECONOMIC, SOCIAL, AND SPIRITUAL TRANSFORMATION 7 5 6 5 140626 0 60770649 92502986 359212 38023 -159748 306189 255 64 60970368 92847262 73658940 58595622 0 0 683204 898876 0 0 117046 962593 1339021 75304737 60833519 -14334369 32013743 27225085 59629063 146457 309221 27078628 59319842 INVESTING CHARITABLE CAPITAL TO CREATE ECONOMIC, SOCIAL, AND SPIRITUAL TRANSFORMATION 0 0 60225746 58595622 38023 THE ORGANIZATION FUNDS PROJECTS WITH A CHARITABLE PURPOSE OR A MISSION THAT ALIGNS WITH CHARITABLE CAUSES IN ADDITION TO PROVIDING A RETURN FOR FUTURE GRANTMAKING ACTIVITIES TO CHARITABLE ORGANIZATIONS. 60225746 1 1 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 9 0 6 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 5 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 GA DE KS X THE ORGANIZATION 9132971804 8208 MELROSE DRIVE OVERLAND PARK KS 66214 JEFFREY JOHNS CEO 40.00 X X 225284 0 0 AIMEE MINNICH CIO 40.00 X X 214500 0 0 CRAIG CHAPMAN DIRECTOR 0.75 X 0 0 0 APRIL CHAPMAN DIRECTOR 0.75 X 0 0 0 JONATHAN HARRISON DIRECTOR 0.75 X X 0 0 0 DAVID WILLS DIRECTOR 0.75 X 0 0 0 GREG LERNIHAN DIRECTOR 0.75 X 0 0 0 STEVE DOERR COO 40.00 X 173082 0 0 612866 0 0 3 0 1 0 STOREHOUSE MANAGEMENT 5660 SIX FORKS ROAD SUITE 202 RALEIGH NC 27614 ACCOUNTING AND INVESTMENT 285055 1 35103608 57399378 1450218 92502986 PROGRAM RELATED INVESTMENTS 523000 38023 38023 38023 164321 140626 23695 64 64 141868 0 141868 141868 141868 92847262 38023 140626 165627 58579022 58579022 16600 16600 612866 306433 196487 109946 231396 200124 31272 54614 32768 14746 7100 21708 21708 46050 46050 343910 214500 129410 1685 1685 77536 35183 42353 135266 135266 65817 65817 45757 45757 3795 3795 PROGRAM EXPENSE 470439 470439 LOAN LOSS PROVISION 100000 100000 LOSS ON SUBSIDIARY 20550 20550 STATE TAXES 4906 4906 1602 1602 60833519 60225746 490727 117046 X 431675 517950 10087922 45486167 1241789 262173 36530 3698780 3471941 8291155 8264034 3013044 1544369 460720 45899 27225085 59629063 146457 195766 113455 146457 309221 X 27078628 59319842 27078628 59319842 27225085 59629063 32013743 227471 0 X 0 1 X 1 0 X 14714374 27195110 30820997 60744300 92503050 225977831 14714374 27195110 30820997 60744300 92503050 225977831 225977831 256861 322541 462651 247019 164385 1453457 2070 2070 227433358 972918 0.99360 0.99150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 338 92584391 -57402502 57970739 1 1 0 INVESTMENT IN CO-TRIBUTE 150000 C INVESTMENT IN EAGLE LANDING 5000000 C INVESTMENT IN JAIL EDUCATION SOLUTIONS, INC. 104492 C INVESTMENT IN LIVFUL, INC. 74250 C INVESTMENT IN SOLOMON'S FUND 75000 C INVESTMENT IN SOUTHWEST ENERGY 100320 C INVESTMENT IN THINKCERCA, INC. 50000 C INVESTMENT IN TURACO LTD 690000 C EQUITY INVESTMENT-LANTERN GLOBAL PS 2019972 C 8264034 X PART X, LINE 2: INCOME TAX EXPENSE IS RECORDED FOR ACTIVITIES THAT GENERATE UNRELATED BUSINESS INCOME. THE FOUNDATION GENERATES TAXABLE INCOME AND LOSS THROUGH INVESTMENT TRANSACTIONS. THE FOUNDATION ACCEPTS DONATIONS OF S-CORPORATION STOCK AND MAY INVEST IN S-CORPORATION STOCK DIRECTLY. DURING THE HOLDING PERIOD, THE FOUNDATION'S SHARE OF S-CORPORATION INCOME IS TAXABLE. FURTHER, A TAXABLE CAPITAL GAIN MAY BE GENERATED UPON SALE OF THE STOCK. SIMILARLY, THE FOUNDATION RECEIVES INTERESTS AND DIRECTLY INVESTS IN LIMITED LIABILITY COMPANIES ("LLC"S). INCOME FROM LLCS MAY OR MAY NOT BE TAXABLE DEPENDING UPON THE CHARACTER OF THE INCOME AND IF THE ACTIVITY OF THE LLC IS RELATED TO THE FOUNDATION'S EXEMPT PURPOSE. THE FOUNDATION'S POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION THAT IS BENEFICIAL TO THE FOUNDATION, INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION TAKEN BY MANAGEMENT WITH RESPECT TO THE TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. INTEREST AND PENALTIES, IF ANY, ARE INCLUDED IN EXPENSES IN THE CONSOLIDATED STATEMENT OF FUNCTIONAL EXPENSES. AS OF DECEMBER 31, 2021, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANT TO RECIPIENT IN REGION 16600 0 0 0 0 0 0 16600 0 16600 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM PROGRAM SERVICES 16600 WIRE 0 1 1 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION ONLY GRANTS TO CHARITABLE ORGANIZATIONS THAT HAVE AN EXEMPT PURPOSE CONSISTENT WITH THIS ORGANIZATION'S PURPOSE. PART III ACCOUNTING METHOD: FORM 990, SCHEDULE F, PART IV, LINE 1 THE TRANSFERS REFERENCED IN THIS QUESTION RELATE TO THE GRANTS LISTED IN PART II OF SCHEDULE F. FORM 926 IS NOT REQUIRED FOR THESE TRANSACTIONS. 0 WAYSIDE WAIFS 3901 MARTHA TRUMAN ROAD KANSAS CITY MO 64137 440605374 501(C)(3) 5000 0 HUMANITARIAN HELP BRAIN & BEHAVIOR RESEARCH FOUNDATION 747 3RD AVE 33RD FLOOR NEW YORK NY 10017 311020010 501(C)(3) 5000 0 HUMANITARIAN HELP COMMUNITY OUTREACH SERVICES INC 199 6TH AVE PATTERSON NJ 07524 260853750 501(C)(3) 5000 0 HUMANITARIAN HELP THE COMMUNITY HOSPICE FOUNDATION 445 NEW KARNER RD ALBANY NY 12205 222692940 501(C)(3) 5000 0 HUMANITARIAN HELP STRONGMINDS INC 515 VALLEY ST STE 200 MAPLEWOOD NJ 07040 462090059 501(C)(3) 5000 0 HUMANITARIAN HELP SHRINERS HOSPITALS FOR CHILDREN 2900 N ROCKY POINT DRIVE TAMPA FL 33607 362193608 501(C)(3) 5000 0 HUMANITARIAN HELP ST JUDE CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MAIL STOP 761 MEMPHIS TN 38105 620646012 501(C)(3) 6000 0 HUMANITARIAN HELP NEW HORIZONS FOUNDATION 550 TEVH CENTER DRIVE SUITE 303 COLORADO SPRINGS CO 80919 841123082 501(C)(3) 6388 0 HUMANITARIAN HELP INTERSERVE USA PO 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HUMANITARIAN HELP TUNNELS TO TOWERS 2361 HYLAN BLVD STATEN ISLAND NY 10306 020554654 501(C)(3) 10000 0 HUMANITARIAN HELP THE MAJESTY FOUNDATION 21 KERCHEVAL AVE STE 265 GROSSE POINTE FARMS MI 48236 383325696 501(C)(3) 13519 0 HUMANITARIAN HELP EXILE INTERNATIONAL PO BOX 60538 NASHVILLE TN 37206 263098725 501(C)(3) 15000 0 HUMANITARIAN HELP MERCY POINTE ADOPTION AGENCY INC 13200 METCALF AVE STE 100 OVERLAND PARK KS 66213 473112561 501(C)(3) 15000 0 HUMANITARIAN HELP GODS NOT DEAD FOUNDATION 18940 N PIMA ROAD STE 110 SCOTTSDALE AZ 85255 471162397 501(C)(3) 15000 0 HUMANITARIAN HELP FELLOWSHIP FOR THE PERFORMING ARTS 630 9TH AVE SUITE 1409 NEW YORK NY 10036 521739276 501(C)(3) 15000 0 HUMANITARIAN HELP ELAM MINISTRIES 5755 NORTH PARKWAY SUITE 217 ALPHARETTA GA 30022 582134253 501(C)(3) 15000 0 HUMANITARIAN HELP 180 YOUR GRIEF INC DBA WIDOW STRONG 2105 LOWER ROSWELL ROAD MARIETTA GA 30068 473200130 501(C)(3) 15000 0 HUMANITARIAN HELP COMMUNITY IMPACT DENVER 7269 TENBY WAY CASTLE PINES CO 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225284 0 0 0 0 0 0 0 0 0 225284 0 0 0 AIMEE MINNICH CIO 214500 0 0 0 0 0 0 0 0 0 214500 0 0 0 STEVE DOERR COO 173082 0 0 0 0 0 0 0 0 0 173082 0 0 0 X 4 1450218 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES A BROKER TO SELL DONATIONS OF PUBLICY TRADED SECURITIES. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS CRAIG AND APRIL CHAPMAN HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL AND TOP FINANCIAL OFFICIAL EACH REVIEW THE FORM 990 PRIOR TO ITS FILING WITH THE IRS. A COPY OF THE FINAL FORM 990 IS ALSO PROVIDED TO THE VOTING MEMBERS OF THE ORGANIZAION'S GOVERNING BODY PRIOR TO ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES THAT EACH MEMBER ANNUALLY PROVIDE A STATEMENT DISCLOSING ANY POTENTIAL CONFLICTS OF INTEREST, AND APPROPRIATE ACTION IS TAKEN. MEMBERS WITH A CONFLICT OF INTEREST MUST RECUSE THEMSELVES FROM ANY DISCUSSION AND DECISION MAKING RELATED TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS ADOPTED AN EXECUTIVE COMPENSATION SETTING POLICY APPLICABLE TO ALL DISQUALIFIED PERSONS, INCLUDING THE ORGANIZATION'S CEO AND CIO. UNDER THE POLICY, THE FINANCE AUDIT COMPENSATION COMMITTEE ANNUALLY REVIEWS AND APPROVES THE COMPENSATION LEVELS OF THE CEO AND CIO. THE COMMITTEE USES COMPENSATION SURVEYS TO AID IN THE DETERMINATION OF REASONABLE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES, UPON REQUEST, COPIES OF ITS ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY, FORM 1023, AND ITS FINANCIAL STATEMENTS. IMPACT INVESTING CHARITABLE TRUST 8208 MELROSE DRIVE LENEXA KS 66214 812375745 INVESTING DE 501(C)(3) LINE 12A, I 0 LANTERN GLOBAL LLC 246 WEST 48TH STREET NEW YORK NY 100361424 472968586 INVESTMENT NY IMPACT INVESTING CHARITABLE FOUNDATION RELATED 45366 1619450 1 0 0.69910 SERVINGLYNK SOFTWARE INC 707 NORTH FRANKLIN STREET SUITE 800 TAMPA FL 33602 272100100 OWNER OF INTELLECTUAL PROPERTY LICENSED TO OTHER ORGANIZATIONS FL IMPACT INVESTING CHARITABLE FOUNDATION C -20550 70889 0.58300 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 LANTERN GLOBAL B 57379 CASH