BETA

MIGHTY ARROW FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
MIGHTY ARROW FAMILY FOUNDATION (EIN 46-1557560)
Tax period
2017-12-01 to 2018-11-30
Filed
2019-10-14
IRS object ID
201912879349100626
Schema version
2017v2.3
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)
Return2019-10-14T20:14:15-05:00ReturnTs
Tax Period End2018-11-30TaxPeriodEndDt

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 Begin2017-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461557560EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NEW BELGIUM FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNEWBBusinessNameControlTxt
Phone3032433100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1223 JEFFERSON STREETAddressLine1Txt
CityFORT COLLINSCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80524ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKIMBERLY JORDANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3032433100PhoneNum
Signature2019-09-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDORI J EGGETTPreparerPersonNm
PTINP00645252PTIN
Phone3037409400PhoneNum
Preparation2019-09-30PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address208.42.238.142IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-09-30IPDt
IP Tm10:25:07IPTm
IP TimezoneMDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id98F0443AB33D1E28F18E9C160D3887AD5153D212AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,218,530FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,540,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$254,862DividendsRevAndExpnssAmt
Dividends Net Invst Incm$254,862DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$75,966NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$10,654,774GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$5,153OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$5,153OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$1,724,049TotalRevAndExpnssAmt
Total Net Invst Incm$260,015TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$55,529CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$41,647CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$13,882CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$5,163PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$3,872PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$1,291PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,500LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,250LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$1,250LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$21,485AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$10,743AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$10,743AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$46,593OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$23,297OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$23,297OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$7,514TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,757TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$3,757TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$678OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$339OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$339OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$4,684TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$2,342TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$2,342TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$163,016OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$137,088OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$25,930OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$307,162TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$224,335TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$82,831TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$448,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$448,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$755,662TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$224,335TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$531,331TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$968,387ExcessRevenueOverExpensesAmt
Net Investment Income$35,680NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,098,663CashBOYAmt
Cash EOY$101,734CashEOYAmt
Cash EOYFMV$101,734CashEOYFMVAmt
Other Nts And Loans Rcvbl$100,000OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$100,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$100,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$100,000OtherNtsAndLoansRcvblEOYFMVAmt
Other Investments BOY$2,203,041OtherInvestmentsBOYAmt
Other Investments EOY$8,016,796OtherInvestmentsEOYAmt
Other Investments EOYFMV$8,016,796OtherInvestmentsEOYFMVAmt
Total Assets BOY$7,401,704TotalAssetsBOYAmt
Total Assets EOY$8,218,530TotalAssetsEOYAmt
Total Assets EOYFMV$8,218,530TotalAssetsEOYFMVAmt
Accounts Payable BOY$2,983AccountsPayableBOYAmt
Accounts Payable EOY$30,140AccountsPayableEOYAmt
Total Liabilities BOY$2,983TotalLiabilitiesBOYAmt
Total Liabilities EOY$30,140TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$7,398,721RetainedEarningBOYAmt
Retained Earning EOY$8,188,390RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,398,721TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,188,390TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,401,704TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,218,530TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,398,721TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$968,387ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$8,367,108SubtotalAmt
Other Decreases$178,718OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,188,390TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
EQUITIES - ST$10,269,557$10,516,292-$246,735-$246,735
EQUITIES - LT$214,739$214,448$291$291
EQUITY PARTNERSHIP INVESTMENTS - ST$53,040$53,040$53,040P
EQUITY PARTNERSHIP INVESTMENTS - LT$88,430$88,430$88,430P
CAPITAL GAINS DIVIDENDS$29,008$29,008$29,008P
FieldValueIRS element (for citing)
Capital Gain Net Income-$75,966CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$193,695NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$0AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$0NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Adjusted Qlfy Distri Yr2$685,208AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$7,558,478NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.090654DistributionYr2Rt
Adjusted Qlfy Distri Yr3$387,653AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$7,048,539NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.054998DistributionYr3Rt
Adjusted Qlfy Distri Yr4$531,031AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$7,138,307NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.074392DistributionYr4Rt
Adjusted Qlfy Distri Yr5$175,697AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$6,380,511NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.027537DistributionYr5Rt
Total Distribution0.247581TotalDistributionRt
Average Distribution0.049516AverageDistributionRt
Net Vl Noncharitable Assets$7,972,249NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$394,754AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$357NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$395,111AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$531,331QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$357InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$357SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$357TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$357TaxDueAmt

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 Limit0UnrelatedBusIncmOverLimitInd
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 AddressN/AWebsiteAddressTxt
Individual With BooksPLANTE MORAN PLLCIndividualWithBooksNm
Phone3037409400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18181 E TUFTS AVENUE 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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KIMBERLEY JORDAN
223 JEFFERSON STREETFORT COLLINSCO80524PRESIDENT1.00$60,692$0$0
LUCY CANTWELL
223 JEFFERSON STREETFORT COLLINSCO80524SECRETARY1.00$0$0$0
DICK CANTWELL
223 JEFFERSON STREETFORT COLLINSCO80524BOARD MEMBER1.00$0$0$0
PAUL HUDNUT
223 JEFFERSON STREETFORT COLLINSCO80524BOARD MEMBER1.00$0$0$0
NICKOLAS LEBESCH
310 FELTON EMPIRE RDFELTONCA95018BOARD MEMBER1.00$0$0$0
ZACHARY DANIELSON
223 JEFFERSON STREETFORT COLLINSCO80524BOARD MEMBER1.00$0$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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$76,857AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$8,016,797FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,093,654TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,093,654AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$121,405CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,972,249NetVlNoncharitableAssetsAmt
Minimum Investment Return$398,612MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$398,612MinimumInvestmentReturnAmt
Tax Based On Investment Income$357TaxBasedOnInvestmentIncomeAmt
Total Tax$357TotalTaxAmt
Distributable Before Adj$398,255DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$398,255DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$398,255DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$531,331ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$531,331QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$357PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$530,974AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$398,255DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$30,787ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$35,338ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$307,284ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$304,674ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$678,083TotalExcessDistributionCyovAmt
Qualifying Distributions$531,331QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$398,255AppliedToCurrentYearAmt
Remaining Distri From Corpus$133,076RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$811,159TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$811,159ExcessDistriCyovToNextYrAmt
Excess From Year4$30,787ExcessFromYear4Amt
Excess From Year3$35,338ExcessFromYear3Amt
Excess From Year2$307,284ExcessFromYear2Amt
Excess From Year1$304,674ExcessFromYear1Amt
Excess From Current Year$133,076ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN RIVERS INC
1101 14TH STREET NW SUITE 1400WASHINGTONDC20005NONE501(C)(3)PROTECTS WILD RIVERS, RESTORES DAMAGED RIVERS, AND CONSERVES CLEAN WATER FOR PEOPLE AND NATURE.$25,000
AMERICAN SOLAR ENERGY SOCIETY INC
2525 ARAPAHOE AVE UNIT E4 253BOULDERCO80302NONE501(C)(3)TO EXAMINE, EVALUATE, AND DEMONSTRATE THE APPLICATION OF SOLAR ENERGY AND OTHER RENEWABLE ENERGY RESOURCES.$25,000
COMMUNITY VENTURES
1450 N BROADWAYLEXINGTONKY40505NONE501(C)(3)STRENGTHENS COMMUNITIES BY HELPING PEOPLE ACHIEVE THEIR DREAMS OF GREATER ECONOMIC OPPORTUNITY$1,000
CONSERVATION COLORADO
1536 WYNKOOP ST STE 510DENVERCO80202NONE501(C)(3)TO EDUCATE AND MOBILIZE PEOPLE TO PROTECT COLORADO'S ENVIRONMENT AND QUALITY OF LIFE.$25,000
COTTONWOOD INSTITUTE
PO BOX 7067DENVERCO80207NONE501(C)(3)TO CONNECT UNDERSERVED STUDENTS TO THE OUTDOORS AND EMPOWER THEM TO TAKE ACTION TO IMPROVE THEIR SCHOOLS, THE COMMUNITY, AND THE ENVIRONMENT FOR FUTURE GENERATIONS.$25,000
COYOTE CENTRAL
2300 E CHERRY STSEATTLEWA98122NONE501(C)(3)CHALLENGES YOUNG ADOLESCENTS OF EVERY RACE AND SOCIO-ECONOMIC BACKGROUND TO BUILD SKILLS, CREATIVE THINKING, SELF-AWARENESS, AND SOCIAL AWARENESS THROUGH HANDS-ON PROJECTS WITH PROFESSIONALS IN CREATIVE FIELDS.$25,000
EQUAL OPPORTUNITY SCHOOLS
130 NICKERSON STREET SUITE 200SEATTLEWA98109NONE501(C)(3)TO ENSURE ALL STUDENTS HAVE THE OPPORTUNITY TO SUCCEED IN CHALLENGING HIGH SCHOOL COURSES$15,000
BIG GREEN
1980 8TH STREETBOULDERCO80302NONE501(C)(3)TO ENCOURAGE THE BUILDING OF LEARNING GARDENS TO BENEFIT HIGH-NEED SCHOOLS AND COMMUNITY ORGANIZATIONS.$17,500
OUTDOOR ALLIANCE
PO BOX 66041WASHINGTONDC20035NONE501(C)(3)TO UNITE THE VOICES OF OUTDOOR ENTHUSIASTS TO PROTECT THE HUMAN-POWERED OUTDOOR RECREATION EXPERIENCE AND CONSERVE AMERICA'S PUBLIC LANDS.$25,000
ROCKY MOUNTAIN EMPLOYEE OWNERSHIP CENTER
7675 E MERCER PLDENVERCO80237NONE501(C)(3)CHANGE THE CURRENT ECONOMIC SYSTEM TO A SYSTEM OF INCLUSION BY PROVIDING PATHWAYS TO AND ADVOCATING FOR EMPLOYEE OWNERSHIP!$25,000
SONORAN INSTITUTE
100 N STONE AVENUE SUITE 400TUCSONAZ85701NONE501(C)(3)TO CONNECT PEOPLE AND COMMUNITIES WITH THE NATURAL RESOURCES THAT NOURISH AND SUSTAIN THEM.$25,000
THE DEMOCRACY COLLABORATIVE FOUNDATION
1422 EUCLID AVE STE 1652CLEVELANDOH44115NONE501(C)(3)OUR WORK FOCUSES ON THE CRITICAL ROLE LOCAL ECONOMIC STABILITY PLAYS IN STRENGTHENING CIVIC LIFE, PROVIDING MEANINGFUL EMPLOYMENT, ENHANCING FAMILY SECURITY, AND PROMOTING ENVIRONMENTAL SUSTAINABILITY.$25,000
THEODORE ROOSEVELT CONSERVATION
529 14TH STREET SUITE 500WASHINGTONDC20045NONE501(C)(3)WE STRENGTHEN LAWS, POLICIES AND PRACTICES AFFECTING FISH AND WILDLIFE CONSERVATION BY LEADING PARTNERSHIPS THAT INFLUENCE DECISION MAKERS.$25,000
UNITED WAY OF LARIMER COUNTY
424 PINE ST STE 102FORT COLLINSCO80524NONE501(C)(3)TACKLES ISSUES THAT MATTER MOST TO OUR COMMUNITY AND USES A COLLECTIVE IMPACT APPROACH TO ACCOMPLISH MORE TOGETHER.$15,000
WESTERN RESOURCE ADVOCATES
2260 BASELINE RD STE 200BOULDERCO80302NONE501(C)(3)DEDICATED TO PROTECTING THE WESTS LAND, AIR, AND WATER TO ENSURE THAT VIBRANT COMMUNITIES EXIST IN BALANCE WITH NATURE.$25,000
GREENBELT ALLIANCE
312 SUTTER STREET SUITE 510SAN FRANCISCOCA94108NONE501(C)(3)SHAPE THE RULES THAT GOVERN GROWTH TO PROTECT THE REGIONS OPEN SPACES AND TO ENSURE NEIGHBORHOODS WITHIN OUR CITIES AND TOWNS ARE AMAZING PLACES FOR EVERYONE.$25,000
THE DENVER FOUNDATION
55 MADISON STREET 8TH FLOORDENVERCO80206NONE501(C)(3)INSPIRES PEOPLE AND MOBILIZES RESOURCES TO STRENGTHEN OUR COMMUNITY.$25,000
TRANSFORM CALIFORNIA
436 14TH STREET SUITE 600OAKLANDCA94612NONE501(C)(3)BUILD DIVERSE COALITIONS, INFLUENCE POLICY AND DEVELOP INNOVATIVE PROGRAMS TO IMPROVE THE LIVES OF ALL PEOPLE AND PROTECT THE ENVIRONMENT.$25,000
CALIFORNIA FARM LINK
303 POTRERO STREETSANTA CRUZCA95060NONE501(C)(3)TO LINK INDEPENDENT FARMERS AND RANCHERS WITH LAND AND FINANCING THEY NEED FOR A SUSTAINABLE FUTURE.$25,000
LA COCINA
2948 FOLSOM STSAN FRANCISCOCA94110NONE501(C)(3)TO CULTIVATE LOW-INCOME FOOD ENTREPRENEURS AS THEY FORMALIZE AND GROW THEIR BUSINESSES BY PROVIDING AFFORDABLE COMMERCIAL KITCHEN SPACE, INDUSTRY-SPECIFIC TECHNICAL ASSISTANCE AND ACCESS TO MARKET OPPORTUNITIES.$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$448,500TotalGrantOrContriPdDurYrAmt
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$254,862ExclusionAmt

Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,153ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$75,966ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$184,049ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$184,049TotalIncomeProducingActyAmt

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 PersonKIMBERLEY JORDANContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1223 JEFFERSON STREETAddressLine1Txt
CityFORT COLLINSCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80524ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,540,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$21,485Amt
Net Investment Income$10,743NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$10,743DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (21 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AQUA SPARK C.V. CLASS AFMV$119,170$119,170
ARAVAIPA VENTURE FUND LLCFMV$116,378$116,378
AUTONOMOUS TRACTOR CORPFMV$25,000$25,000
BRIDGES VENTURES US SUSTAINABLE GFMV$91,751$91,751
CARBON LIGHTHOUSE ENERGY SERVICESFMV$64,463$64,463
CLOSED LOOP VENTUREFMV$79,064$79,064
ECOTRUSTFMV$71,759$71,759
EMRGY INCFMV$75,000$75,000
ICASTFMV$50,000$50,000
IDLE SMARTFMV$25,000$25,000
IONEE WATER INNOVATIONSFMV$10,000$10,000
OMNIDIAN, INC./ PEGU INCFMV$100,000$100,000
PAX PURE INCFMV$12,500$12,500
SONEN GLOBAL MULTISTRATEGY FUNDFMV$1,122,776$1,122,776
SONEN GLOBAL PUBLIC EQUITY FUNDFMV$26,183$26,183
SONEN GLOBAL SUSTAINABLEFMV$250,851$250,851
SPARK FUND I LPFMV$52,641$52,641
TD AMERITRADE 4918 - FIX INCOMEFMV$2,958,953$2,958,953
TD AMERITRADE 6678 - PUB EQUITYFMV$2,530,801$2,530,801
TD AMERITRADE 9146 - REAL ASSETFMV$185,259$185,259
WUNDER CAPITALFMV$49,247$49,247

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$2,500LegalFeesAmt
Net Investment Income$1,250NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,250DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINS ON INVESTMENTSDesc
Amt$178,718Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES/MEMBERSHIP REGISTRATION$6,123$3,061$0$3,061
INVESTMENT EXPENSES$102,081$102,081$0$0
OFFICE EXPENSES$5,607$2,804$0$2,804
PROFESSIONAL DEVELOPMENT$4,026$2,013$0$2,013
LEASED EMPLOYEE EXPENSE$28,000$14,000$0$14,000
PAYROLL PROCESSING FEES$2,183$1,092$0$1,092
MEALS AND ENTERTAINMENT$1,191$596$0$596
ORDINARY LOSS - K-1'S$11,441$11,441$0$0
CHARITABLE CONTRIBUTION - K-1'S$2,364$0$0$2,364

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOME FROM PTEDesc
Revenue And Expenses Per Books$5,153RevenueAndExpensesPerBooksAmt
Net Investment Income$5,153NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHER PROFESSIONAL FEESCategoryTxt
Amt$46,593Amt
Net Investment Income$23,297NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$23,297DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE TAXES$402$201$0$201
FOREIGN TAXES PAID$7,112$3,556$0$3,556

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