BETA

MIGHTY ARROW FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MIGHTY ARROW FAMILY FOUNDATION (EIN 46-1557560)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202133199349109808
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-15T18:30:46-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-11-15SignatureDt
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
Preparation2021-11-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Name ChangeYes (X)NameChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$19,487,929FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$319,122DividendsRevAndExpnssAmt
Dividends Net Invst Incm$319,122DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$35,351NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$8,589,873GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$27,641OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$31,014OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$256,130TotalRevAndExpnssAmt
Total Net Invst Incm$288,108TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$94,954CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$71,215CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$23,739CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$7,914PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$5,935PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$1,979PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$5,000LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$2,500LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$2,500LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$18,450AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$9,225AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,825AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$6,012OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,012OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$5,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$576OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$288OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$288OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$3,020TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$1,510TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$1,510TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$228,295OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$175,996OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$44,520OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$369,221TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$272,681TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$81,361TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,404,489ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,364,489ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,773,710TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$272,681TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,445,850TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,517,580ExcessRevenueOverExpensesAmt
Net Investment Income$15,427NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$11,264,988CashBOYAmt
Cash EOY$82,783CashEOYAmt
Cash EOYFMV$82,783CashEOYFMVAmt
Other Nts And Loans Rcvbl$102,000OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$100,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$102,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$102,000OtherNtsAndLoansRcvblEOYFMVAmt
Other Investments BOY$7,719,554OtherInvestmentsBOYAmt
Other Investments EOY$19,303,146OtherInvestmentsEOYAmt
Other Investments EOYFMV$19,303,146OtherInvestmentsEOYFMVAmt
Total Assets BOY$19,084,542TotalAssetsBOYAmt
Total Assets EOY$19,487,929TotalAssetsEOYAmt
Total Assets EOYFMV$19,487,929TotalAssetsEOYFMVAmt
Accounts Payable BOY$112AccountsPayableBOYAmt
Accounts Payable EOY$12,690AccountsPayableEOYAmt
Grants Payable EOY$40,000GrantsPayableEOYAmt
Total Liabilities BOY$112TotalLiabilitiesBOYAmt
Total Liabilities EOY$52,690TotalLiabilitiesEOYAmt
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$19,084,430RetainedEarningBOYAmt
Retained Earning EOY$19,435,239RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$19,084,430TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$19,435,239TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$19,084,542TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$19,487,929TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$19,084,430TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,517,580ExcessRevenueOverExpensesAmt
Other Increases$1,868,389OtherIncreasesAmt
Subtotal$19,435,239SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$19,435,239TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
TD AMERITRADE #6678 STP$4,272,027$4,339,866-$67,839-$67,839
TD AMERITRADE #6678 LTP$599,300$628,531-$29,231-$29,231
TD AMERITRADE #7885P$8,018$8,018$8,018
TD AMERITRADE #6678P$1,287$1,287$1,287
TD AMERITRADE #7885 STP$523,630$563,797-$40,167-$40,167
TD AMERITRADE #4918 STP$2,219,073$2,168,904$50,169$50,169
TD AMERITRADE #4918 LTP$962,191$924,126$38,065$38,065
K-1 INVESTMENTS STP$189$189$189
K-1 INVESTMENTS LTP$4,158$4,158$4,158
FieldValueIRS element (for citing)
Capital Gain Net Income-$35,351CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$214InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$214SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$214TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,942EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,942TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,728OverpaymentAmt
Applied To ES Tax$3,728AppliedToESTaxAmt
Refund$0RefundAmt

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 (8 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
MARIA MCPHERSON
PO BOX 90FORT COLLINSCO80522EXECUTIVE DIRECTOR40.00$41,147$0$0
JORDANA BARRACK
PO BOX 90FORT COLLINSCO80522EXECUTIVE DIRECTOR40.00$53,807$0$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$15,757,406AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$512,695AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,209,468FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$18,479,569TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$18,479,569AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$277,194CashDeemedCharitableAmt
Net Vl Noncharitable Assets$18,202,375NetVlNoncharitableAssetsAmt
Minimum Investment Return$910,119MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$910,119MinimumInvestmentReturnAmt
Tax Based On Investment Income$214TaxBasedOnInvestmentIncomeAmt
Total Tax$214TotalTaxAmt
Distributable Before Adj$909,905DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$909,905DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$909,905DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,445,850ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,445,850QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,445,850AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$909,905DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$290,650ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$304,674ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$133,076ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$418,172ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$1,146,572TotalExcessDistributionCyovAmt
Qualifying Distributions$1,445,850QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$909,905AppliedToCurrentYearAmt
Remaining Distri From Corpus$535,945RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,682,517TotalCorpusAmt
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$290,650ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,391,867ExcessDistriCyovToNextYrAmt
Excess From Year4$304,674ExcessFromYear4Amt
Excess From Year3$133,076ExcessFromYear3Amt
Excess From Year2$418,172ExcessFromYear2Amt
Excess From Current Year$535,945ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
40 SCHOOLS
612 ANDREW HIGGINSNEW ORLEANSLA70130PCGENERAL SUPPORT$25,000
AMERICAN FOREST FOUNDATION
2000 M STREET NW SUITE 550WASHINGTONDC20036PCGENERAL SUPPORT$25,000
AMERICAN RIVERS
1101 14TH STREET NW SUITE 1400WASHINGTONDC20005PCGENERAL SUPPORT$25,000
AMERICAN WHITEWATER
629 W MAIN STSYLVANC28779PCGENERAL SUPPORT$50,000
BLACK VOTERS MATTER
PO BOX 7444CAROL STREAMIL601977444PCGENERAL SUPPORT$100,000
CALIFORNIA FARMLINK
335 SPRECKELS DRIVE SUITE FAPTOSCA95003PCGENERAL SUPPORT$25,000
CERES INC
99 CHAUNCY STREET 6TH FLOORBOSTONMA02111PCGENERAL SUPPORT$25,000
COALITION FOR POUDRE RIVER WATERSHED
320 E VINE DR STE 417FORT COLLINSCO80524PCGENERAL SUPPORT$25,000
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$10,000
COMMUNITY BUILDERS
817 COLORADO AVE 200GLENWOOD SPRINGSCO81601PCGENERAL SUPPORT$25,000
COMMUNITY FOUNDATION OF NORTHERN COLORADO
4745 WHEATON DRFORT COLLINSCO80525PCGENERAL SUPPORT$4,000
CONSERVATION COLORADO EDUCATION FUND
1536 WYNKOOP STREET SUITE 510DENVERCO80202PCGENERAL SUPPORT$10,000
CYCLES OF CHANGE
1246 23RD AVEOAKLANDCA94606PCGENERAL SUPPORT$25,000
DETROIT DIRT
PO BOX 441075DETROITMI48244PCGENERAL SUPPORT$3,000
EARTH ISLAND INSTITUTE
2150 ALLSTON WAY SUITE 460BERKELEYCA94704PCGENERAL SUPPORT$10,000
EARTHJUSTICE
633 17TH ST STE 1600DENVERCO80202PCGENERAL SUPPORT$25,000
ECDYSIS FOUNDATION
46958 188TH STESTELLINESD57234PCGENERAL SUPPORT$25,000
GRID ALTERNATIVES
1171 OCEAN AVENUE SUITE 200OAKLANDCA94608PCGENERAL SUPPORT$50,000
HOMEBOY INDUSTRIES
130 W BRUNO STLOS ANGELESCA90012PCGENERAL SUPPORT$25,000
LONGS PEAK COUNCIL
2215 23RD AVEGREELEYCO80634PCGENERAL SUPPORT$200
MAD AGRICULTURE
728 PEARL STREETBOULDERCO80302PCGENERAL SUPPORT$25,000
MOTHERS WITHOUT BORDER
125 E MAIN ST 402AMERICAN FORKUT84003PCGENERAL SUPPORT$5,000
MULTIPLIER
548 MARKET STSAN FRANCISCOCA941045401PCGENERAL SUPPORT$25,000
NATIONAL WILDLIFE FEDERATION
11100 WILDLIFE CENTER DRIVERESTONVA20190PCGENERAL SUPPORT$3,000
NATIONAL YOUNG FARMERS COALITION
PO BOX 1074HUDSONNY12534PCGENERAL SUPPORT$50,000
NBB COWORKER ASSISTANCE FUND
500 LINDEN STREETFORT COLLINSCO80524PCGENERAL SUPPORT$50,000
NEW ERA
907 ACOMA STREETDENVERCO80204PCGENERAL SUPPORT$25,000
NMSU FOUNDATION
1305 N HORSESHOE STLAS CRUCESNM88003PCGENERAL SUPPORT$10,000
NORTHERN COLORADO FOODSHED PROJECT
PO BOX 78LAPORTECO80535PCGENERAL SUPPORT$1,000
OUTDOOR ALLIANCE
1602 L ST NW SUITE 600WASHINGTONDC20036PCGENERAL SUPPORT$50,000
REGENERATIVE ORGANIC ALLIANCE
PO BOX 622GRATONCA95444PCGENERAL SUPPORT$25,000
RE-VOLV
5 THIRD STREET SUITE 424SAN FRANCISCOCA94103PCGENERAL SUPPORT$25,000
ROCKY MOUNTAIN FARMERS UNION
7900 E UNION AVEDENVERCO80237PCGENERAL SUPPORT$15,000
SAN DIEGO FOOD SYSTEM ALLIANCE
PO BOX 3185SAN DIEGOCA92163PCGENERAL SUPPORT$25,000
SLOW MONEY INSTITUTE
2440 JUNCTION PL STE 100BOULDERCO80301PCGENERAL SUPPORT$18,289
THE CONSERVATION FUND
1942 BROADWAY SUITE 323BOULDERCO80302PCGENERAL SUPPORT$25,000
THE NATURE CONSERVANCY
2424 SPRUCE STREETBOULDERCO80302PCGENERAL SUPPORT$25,000
THE TIDES FOUNDATION
1012 TORNEY AVENUESAN FRANCISCOCA941291755PCGENERAL SUPPORT$100,000
THEODORE ROOSEVELT CONSERVATION PARTNERSHIP
1580 LINCOLN STREET SUITE 1280DENVERCO80203PCGENERAL SUPPORT$50,000
UNCHARTED
3532 FRANKLIN ST SUITE IDENVERCO80205PCGENERAL SUPPORT$25,000
UNITED WAY
701 N FAIRFAX STREETALEXANDRIAVA22314PCGENERAL SUPPORT$15,000
VOTEORG
4096 PIEDMONT AVE 368OAKLANDCA94611PCGENERAL SUPPORT$25,000
VOTO LATINO
PO BOX 35608WASHINGTONDC20033PCGENERAL SUPPORT$100,000
WATERSIDE WORKSHOPS
84 BOLIVAR DRBERKELEYCA94710PCGENERAL SUPPORT$25,000
WESTERN LANDOWNERS ALLIANCE
PO BOX 6278SANTA FENM87502PCGENERAL SUPPORT$25,000
WESTERN RESOURCE ADVOCATES
2260 BASELINE RD UNIT 200BOULDERCO80302PCGENERAL 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$1,404,489TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$319,122ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion-$35,351ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescK-1 INCOMEDesc
Business900099BusinessCd
Unrelated Business Taxbl Incm$3,373UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion-$31,014ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$3,373UnrelatedBusinessTaxblIncmAmt
Exclusion$252,757ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$256,130TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$18,450Amt
Net Investment Income$9,225NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,825DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (22 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AQUA SPARK C.V. CLASS AFMV$136,805$136,805
ARAVAIPA VENTURE FUND LLCFMV$117,882$117,882
AUTONOMOUS TRACTOR CORPFMV$25,000$25,000
BRIDGES VENTURES US SUSTAINABLE GFMV$209,503$209,503
CARBON LIGHTHOUSE ENERGY SERVICESFMV$32,869$32,869
CLOSED LOOP VENTUREFMV$118,297$118,297
ECOTRUSTFMV$58,054$58,054
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$333,784$333,784
TD AMERITRADE 4918 - FIX INCOMEFMV$8,026,466$8,026,466
TD AMERITRADE 6678 - PUB EQUITYFMV$8,255,883$8,255,883
TD AMERITRADE 9146 - REAL ASSETFMV$913,328$913,328
WUNDER CAPITALFMV$46,692$46,692
RSF SOCIAL FINANCEFMV$150,000$150,000
ONE ACRE FUNDFMV$200,000$200,000
GREENBACKER RENEWABLE ENERGYFMV$257,127$257,127
CAIRNSPRING MILLSFMV$58,956$58,956
ENTERPRISE COMMUNITY IMPACTFMV$100,000$100,000

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$2,500DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LEASED EMPLOYEE EXPENSE$20,000$10,000$10,000
DUES/MEMBERSHIP REGISTRATION$15,329$0$7,551
OFFICE EXPENSES$2,735$1,367$1,367
PAYROLL PROCESSING FEES$2,360$1,180$1,180
MEALS AND ENTERTAINMENT$507$254$254
INVESTMENT MANAGEMENT EXPENSES$156,308$156,308$0
BAD DEBTS$9,281$0$9,281
SPONSORSHIPS$8,000$0$8,000
PROFESSIONAL DEVELOPMENT$13,775$6,887$6,887

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescK-1 INCOMEDesc
Revenue And Expenses Per Books-$27,641RevenueAndExpensesPerBooksAmt
Net Investment Income-$31,014NetInvestmentIncomeAmt
Adjusted Net Income-$27,641AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$1,868,389Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHER PROFESSIONAL FEESCategoryTxt
Amt$6,012Amt
Net Investment Income$6,012NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$5,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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