WELD COMMUNITY FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WELD COMMUNITY FOUNDATION (EIN 84-1315296)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-19
- IRS object ID
- 201801709349300825
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-19T11:41:30-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 841016028 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSON & WHITNEY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5801 W 11TH ST STE 300 | AddressLine1Txt |
| City | GREELEY | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80634 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841315296 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 9703049970 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2425 35TH AVE STE 201 | AddressLine1Txt |
| City | GREELEY | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80634 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAND E MORGAN | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 9703049970 | PhoneNum |
| Signature | 2018-05-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LARRY ATCHISON CPA | PreparerPersonNm |
| PTIN | P00054449 | PTIN |
| Phone | 9703527990 | PhoneNum |
| Preparation | 2018-05-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SERVING GREELEY & WELD COUNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RAND E MORGAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2425 35TH AVENUE SUITE 201 | AddressLine1Txt |
| City | GREELEY | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80634 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,646,240 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CFSGWC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Activity Or Mission | DEDICATED TO BUILDING A COMMUNITY OF GIVERS WHO SUPPORT CHARITABLE INVESTMENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 65 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,114,169 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,474,268 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $140,077 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $28,379 | CYProgramServiceRevenueAmt |
| PY Investment Income | $953,584 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,085,284 | CYInvestmentIncomeAmt |
| PY Other Revenue | $44,191 | PYOtherRevenueAmt |
| CY Other Revenue | $81,810 | CYOtherRevenueAmt |
| PY Total Revenue | $2,252,021 | PYTotalRevenueAmt |
| CY Total Revenue | $4,669,741 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,190,279 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $964,650 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $259,152 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $286,130 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $105,484 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $536,680 | PYOtherExpensesAmt |
| CY Other Expenses | $547,744 | CYOtherExpensesAmt |
| PY Total Expenses | $1,986,111 | PYTotalExpensesAmt |
| CY Total Expenses | $1,798,524 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $265,910 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,871,217 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,350,607 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,881,918 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,283,785 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,702,059 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,066,822 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,179,859 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY PROMOTES PHILANTHROPY TO BUILD RESOURCES, DEVELOPS PARTNERSHIPS, AND PROVIDES LEADERSHIP THAT WILL BE OF LASTING BENEFIT TO OUR COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $133,988 | ExpenseAmt |
| Grant | $133,988 | GrantAmt |
| Desc | THE ROTARY CLUBS OF GREELEY AND WINDSOR ESTABLISHED THE ROTARY CENTENNIAL PROJECT FOR THE FORMATION, FUNDING AND CONSTRUCTION OF THE POUDRE LEARNING CENTER, AN INTERACTIVE OUTDOOR LEARNING EXPERIENCE. THE REMAINING BALANCE OF FUNDS DESIGNATED FOR THE PROJECT WAS DISTRIBUTED IN 2017 TO SUPPORT CONSTRUCTION OF THE INSTEM STATION ON THE PRAIRIE, A 7,000 SQUARE FOOT FACILITY THAT WILL BE USED BY THE PLC TO SUPPORT RESEARCH ACTIVITIES, PROVIDE INSTRUCTIONAL PROGRAMS TO K-12 STUDENTS, AND PRESENT SEMINARS AND WORKSHOPS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $119,430 | ExpenseAmt |
| Grant | $119,430 | GrantAmt |
| Revenue | $4,374 | RevenueAmt |
| Desc | THE LITTLER YOUTH FUND AWARDS GRANTS FOR THE BENEFIT OF YOUTH PROGRAMS/ PROJECTS IN WELD COUNTY, INCLUDING A GRANT CYCLE FOR MINI-GRANTS TO AID IN THE DEVELOPMENT OF EFFECTIVE TEACHING STRATEGIES AND PROJECTS BY WELD COUNTY TEACHERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $125,833 | ExpenseAmt |
| Revenue | $69,975 | RevenueAmt |
| Desc | GREELEY EVANS SCHOOL DISTRICT 6 AND THE WORKFORCE INITIATIVE PROVIDE INTERNSHIPS FOR HIGH SCHOOL JUNIORS IN THE CAREER PATHWAYS PROGRAM. THE PROGRAM CONNECTS BUSINESS PARTNERS TO STUDENTS WITH SPECIFIC CAREER INTERESTS IN THE HOPE OF DEVELOPING A HIGHLY ENGAGED AND TRAINED WORKFORCE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,009,777 | ExpenseAmt |
| Grant | $711,232 | GrantAmt |
| Desc | THE FOUNDATION ADMINISTERS VARIOUS ENDOWMENTS AND CONTRIBUTIONS EARMARKED FOR SCHOLARSHIPS AND COMMUNITY GRANTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,009,777 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $711,232 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $1,389,028 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAND E MORGAN | PersonNm |
| Phone | 9703049970 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2425 35TH AVENUE SUITE 201 | AddressLine1Txt |
| City | GREELEY | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80634 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| REYES BARRIOS JR | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LUCIE WISEHART | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROB WALDO | ||||||
| IMMEDIATE PA | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHRISTINE RICHARDSON | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALLEN MCCONNELL | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARCIA SIEBRING | ||||||
| ASSISTANT TR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JULIE CONSTANCE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BILL MUNNS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE PAYNE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NORA GARZA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THERESA HENRY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARIANN JOHNSTON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DONNA LOYD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TYLER NOTESTINE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN SMITH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KRISTI THOMAS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIM ULRICH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DALE PRATT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RAND E MORGAN | ||||||
| PRESIDENT/CE | 40.00 | Yes (X) | $92,200 | $0 | $14,867 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $92,200 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $14,867 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $3,474,268 | AllOtherContributionsAmt |
| Noncash Contributions | $1,412,192 | NoncashContributionsAmt |
| Total Contributions | $3,474,268 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATION FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $28,379 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,379 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $28,379 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $442,219 | TotalRevenueColumnAmt |
| Exclusion | $442,219 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,117 | TotalRevenueColumnAmt |
| Exclusion | $69,117 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,619,564 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,976,499 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $643,065 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $643,065 | TotalRevenueColumnAmt |
| Exclusion | $643,065 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|
| CHANGE CASH SURRENDER VALUE | $7,338 | $7,338 |
| OTHER INCOME | $5,355 | $5,355 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $12,693 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,669,741 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,379 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,167,094 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $964,650 | TotalAmt |
| Program Services | $964,650 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,067 | TotalAmt |
| Program Services | $21,413 | ProgramServicesAmt |
| Management And General | $53,534 | ManagementAndGeneralAmt |
| Fundraising | $32,120 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,011 | TotalAmt |
| Program Services | $60,965 | ProgramServicesAmt |
| Management And General | $49,766 | ManagementAndGeneralAmt |
| Fundraising | $27,280 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,812 | TotalAmt |
| Program Services | $10,150 | ProgramServicesAmt |
| Management And General | $11,200 | ManagementAndGeneralAmt |
| Fundraising | $462 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,240 | TotalAmt |
| Program Services | $6,701 | ProgramServicesAmt |
| Management And General | $8,148 | ManagementAndGeneralAmt |
| Fundraising | $4,391 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,135 | TotalAmt |
| Management And General | $3,135 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,629 | TotalAmt |
| Management And General | $11,629 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,558 | TotalAmt |
| Management And General | $90,558 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,045 | TotalAmt |
| Fundraising | $5,045 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,389 | TotalAmt |
| Management And General | $10,389 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,838 | TotalAmt |
| Program Services | $6,000 | ProgramServicesAmt |
| Management And General | $24,838 | ManagementAndGeneralAmt |
| Fundraising | $3,000 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,225 | TotalAmt |
| Management And General | $20,225 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $873 | TotalAmt |
| Program Services | $410 | ProgramServicesAmt |
| Management And General | $463 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,330 | TotalAmt |
| Management And General | $3,330 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,775 | TotalAmt |
| Management And General | $1,775 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,622 | TotalAmt |
| Management And General | $6,622 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| PROGRAM EXPENSE | $244,171 | $244,171 | |
| IN-KIND DONATIONS | $72,295 | $72,295 | |
| DEVELOPMENT/EVENTS | $16,451 | $16,451 | |
| DEVELOPMENT/MARKETING | $15,707 | $15,707 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,701 | TotalAmt |
| Program Services | $2,273 | ProgramServicesAmt |
| Management And General | $8,400 | ManagementAndGeneralAmt |
| Fundraising | $1,028 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,798,524 | TotalAmt |
| Program Services | $1,389,028 | ProgramServicesAmt |
| Management And General | $304,012 | ManagementAndGeneralAmt |
| Fundraising | $105,484 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,200 | BOYAmt |
| EOY | $41,217 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,713,647 | BOYAmt |
| EOY | $3,371,276 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,820 | BOYAmt |
| EOY | $26,554 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,522 | BOYAmt |
| EOY | $52,589 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $47,161 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $42,811 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,575 | BOYAmt |
| EOY | $4,350 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,648,781 | BOYAmt |
| EOY | $11,410,250 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,808,652 | BOYAmt |
| EOY | $5,592,485 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,300 | BOYAmt |
| EOY | $1,383,197 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,350,607 | BOYAmt |
| EOY | $21,881,918 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,921 | BOYAmt |
| EOY | $22,238 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,647 | BOYAmt |
| EOY | $114,255 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,083,217 | BOYAmt |
| EOY | $1,565,566 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,283,785 | BOYAmt |
| EOY | $1,702,059 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,480,435 | BOYAmt |
| EOY | $2,921,704 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,521,248 | BOYAmt |
| EOY | $5,617,604 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,065,139 | BOYAmt |
| EOY | $11,640,551 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,066,822 | BOYAmt |
| EOY | $20,179,859 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,350,607 | BOYAmt |
| EOY | $21,881,918 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,871,217 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $746,561 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$504,741 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,952,601 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,484,302 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,355,439 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,114,169 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,474,268 | CurrentTaxYearAmt |
| Total | $11,380,779 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,952,601 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,484,302 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,355,439 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,114,169 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,474,268 | CurrentTaxYearAmt |
| Total | $11,380,779 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,949,779 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,431,000 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $703,374 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $410,626 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $539,494 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $481,988 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $511,336 | CurrentTaxYearAmt |
| Total | $2,646,818 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,939 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,002,318 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $12,693 | CurrentTaxYearAmt |
| Total | $1,046,950 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,074,547 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $28,379 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.55930 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73480 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | 1,046,950 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 22 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $939,050 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $175,645 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $3,062,961 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,372,309 | BeginningYearBalanceAmt |
| Contributions | $609,864 | ContributionsAmt |
| Investment Earnings Or Losses | $1,507,405 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$636,934 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$2,169 | OtherExpendituresAmt |
| Administrative Expenses | -$252,903 | AdministrativeExpensesAmt |
| End Year Balance | $15,597,572 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,504,693 | BeginningYearBalanceAmt |
| Contributions | $568,546 | ContributionsAmt |
| Investment Earnings Or Losses | $1,217,012 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$700,722 | GrantsOrScholarshipsAmt |
| Other Expenditures | $24,028 | OtherExpendituresAmt |
| Administrative Expenses | -$241,248 | AdministrativeExpensesAmt |
| End Year Balance | $14,372,309 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,898,611 | BeginningYearBalanceAmt |
| Contributions | $530,129 | ContributionsAmt |
| Investment Earnings Or Losses | -$96,145 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$563,050 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$27,019 | OtherExpendituresAmt |
| Administrative Expenses | -$237,833 | AdministrativeExpensesAmt |
| End Year Balance | $13,504,693 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,816,931 | BeginningYearBalanceAmt |
| Contributions | $706,538 | ContributionsAmt |
| Investment Earnings Or Losses | $1,054,825 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$458,926 | GrantsOrScholarshipsAmt |
| Other Expenditures | $11,145 | OtherExpendituresAmt |
| Administrative Expenses | -$231,902 | AdministrativeExpensesAmt |
| End Year Balance | $13,898,611 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,266,652 | BeginningYearBalanceAmt |
| Contributions | $273,067 | ContributionsAmt |
| Investment Earnings Or Losses | $1,812,004 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$349,080 | GrantsOrScholarshipsAmt |
| Other Expenditures | $23,845 | OtherExpendituresAmt |
| Administrative Expenses | -$209,557 | AdministrativeExpensesAmt |
| End Year Balance | $12,816,931 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.74630 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.25370 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,927 | OtherCostOrOtherBasisAmt |
| Depreciation | $386 | DepreciationAmt |
| Book Value | $1,541 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $45,234 | OtherCostOrOtherBasisAmt |
| Depreciation | $42,425 | DepreciationAmt |
| Book Value | $2,809 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,350 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POOLED ASSET ACCOUNT | Desc |
| Book Value | $5,592,485 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,592,485 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ASSETS HELD IN TRUST | $1,381,697 |
| OTHER ASSETS | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,383,197 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY FUNDS | $1,521,952 |
| ANNUITY OBLIGATIONS | $43,614 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,565,566 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,719,741 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $746,561 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$2,228 | OtherRevenueAmt |
| Revenue Not Reported | $744,333 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,975,408 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $90,558 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $603,775 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $694,333 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,669,741 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,606,704 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $1,606,704 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $90,558 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $101,262 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $191,820 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,798,524 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 3, PART X | THE FOUNDATION BELIEVES THAT IT HAS CONDUCTED ITS OPERATIONS IN ACCORDANCE WITH, AND HAS PROPERLY MAINTAINED, ITS TAX EXEMPT STATUS, AND THAT IT HAS TAKEN NO MATERIAL UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE, AND LOCAL, OR NON-U.S. INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2013. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | ACTUARIAL CHANGE IN ANNUITY OBLIGATIONS -2,228 |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | AGENCY FUND REVENUE NOT REPORTED IN FINANCIALS 603,775 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | AGENCY FUND EXPENSES NOT REPORTED IN FINANCIALS 101,262 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (33 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| A WOMAN'S PLACE INC | |||||||
| PO BOX 71 | GREELEY | CO | 80632 | 840811596 | 501(C) | $78,054 | CHARITABLE CONTRIBUT |
| BOOK TRUST | |||||||
| 789 SHERMAN ST SUITE 300A | DENVER | CO | 80203 | 204124164 | 501(C) | $5,200 | CHARITABLE |
| BOYS & GIRLS CLUBS OF WELD COUNTY | |||||||
| P O BOX 812 | GREELEY | CO | 80632 | 840529902 | 501(C) | $12,200 | CHARITABLE |
| CATHOLIC CHARITIES NORTHERN - WC | |||||||
| 1442 N 11TH AVE | GREELEY | CO | 80631 | 840686679 | 501(C) | $22,300 | CHARITABLE |
| CENTENNIAL BOCES | |||||||
| 2020 CLUBHOUSE DR 230 | GREELEY | CO | 80634 | 840599905 | 501(C) | $8,000 | SCHOLARSHIP PROGRAM |
| CHAMPION MINISTRIES INC DBA GROUN | |||||||
| PO BOX 1323 | CASTLE ROCK | CO | 801041323 | 841341326 | 501(C) | $12,000 | PROGRAM |
| CITY OF GREELEY - MUSEUM | |||||||
| 714 8TH ST | GREELEY | CO | 80631 | 846000593 | (BLANK | $6,665 | CHARITABLE |
| COLORADO MODEL RAILROAD MUSEUM | |||||||
| 680 10TH STREET | GREELEY | CO | 806314116 | 271369289 | 501(C) | $6,500 | CHARITABLE |
| ENVISION | |||||||
| 1050 37TH STREET | EVANS | CO | 80620 | 840568176 | 501(C) | $13,116 | PROGRAM |
| EPISCOPAL RELIEF AND DEVELOPMENT | |||||||
| PO BOX 7058 | MERRIFIELD | VA | 221167058 | 731635264 | 501(C) | $7,200 | CHARITABLE |
| FAMILY OF CHRIST PRESBYTERIAN CHURC | |||||||
| 2410 35TH AVE | GREELEY | CO | 80634 | 236393377 | 501(C) | $6,062 | PROGRAM |
| GREELEY AREA HABITAT FOR HUMANITY | |||||||
| 104 N 16TH AVE | GREELEY | CO | 80631 | 841091487 | 501(C) | $5,950 | PROGRAM |
| GREELEY DREAM TEAM INC | |||||||
| 1025 9TH AVE | GREELEY | CO | 80631 | 841070282 | 501(C) | $5,150 | CHARITABLE |
| GREELEY ROTARY FOUNDATION | |||||||
| PO BOX 602 | GREELEY | CO | 80632 | 462795220 | 501(C) | $134,088 | PROGRAM |
| GREELEYWELD SENIOR FOUNDATION INC | |||||||
| PO BOX 336325 | GREELEY | CO | 80633 | 841181424 | 501(C) | $10,969 | CHARITABLE |
| HIGH PLAINS LIBRARY DISTRICT FOUNDA | |||||||
| 2650 W 29TH ST | GREELEY | CO | 80631 | 841600136 | 501(C) | $7,450 | PROGRAM |
| LUTHERAN FAMILY SERVICES OF COLORAD | |||||||
| 2032 LOWE STREET STE 200 | FT COLLINS | CO | 80525 | 840775550 | 501(C) | $5,500 | PROGRAM |
| NCMC FOUNDATION | |||||||
| 1801 16TH ST | GREELEY | CO | 80631 | 840718355 | 501(C) | $41,005 | CHARITABLE |
| NORTH RANGE BEHAVIORAL HEALTH | |||||||
| 1300 N 17TH AVE | GREELEY | CO | 80631 | 840622660 | 501(C) | $6,000 | CHARITABLE |
| PARTNERS MENTORING YOUTH | |||||||
| 530 S COLLEGE AVE UNIT 1 | FORT COLLINS | CO | 80524 | 742486211 | 501(C) | $5,300 | PROGRAM |
| POUDRE VALLEY HEALTH SYSTEM FOUNDAT | |||||||
| 2315 E HARMONY ROAD SUITE 200 | FORT COLLINS | CO | 805288620 | 741894581 | 501(C) | $5,838 | CHARITABLE |
| SENIOR RESOURCE SERVICES | |||||||
| 800 8TH AVE SUITE 229 | GREELEY | CO | 80631 | 204429783 | 501(C) | $5,459 | CHARITABLE |
| SEXUAL ASSAULT VICTIM ADVOCATE CENT | |||||||
| 4812 S COLLEGE AVE | FORT COLLINS | CO | 805253723 | 383675536 | 501(C) | $18,750 | PROGRAM |
| SOCCER WITHOUT BORDERS | |||||||
| 917 10TH AVE | GREELEY | CO | 80631 | 203786129 | 501(C) | $15,530 | PROGRAM |
| THE DICTIONARY PROJECT | |||||||
| PO BOX 1845 | CHARLESTON | SC | 29402 | 571029802 | 501(C) | $5,400 | PROGRAM |
| THE GREELEY TRANSITIONAL HOUSE INC | |||||||
| 1206 10TH ST | GREELEY | CO | 80631 | 841045958 | 501(C) | $7,000 | PROGRAM |
| THE ROTARY FOUNDATION | |||||||
| 14280 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | 363245072 | 501(C) | $6,000 | CHARITABLE |
| THE SUCCESS FOUNDATION SERVING GREE | |||||||
| 1025 9TH AVE | GREELEY | CO | 80631 | 273567674 | 501(C) | $15,100 | PROGRAM |
| TRINITY EPISCOPAL CHURCH | |||||||
| 3800 W 20TH STREET | GREELEY | CO | 806343418 | 840462073 | 501(C) | $12,000 | CHARITABLE |
| UNC FOUNDATION INC | |||||||
| JUDY FARR CENTER | GREELEY | CO | 80639 | 846044833 | 501(C) | $5,550 | CHARITABLE |
| UNITED WAY OF WELD COUNTY INC | |||||||
| PO BOX 1944 | GREELEY | CO | 80632 | 846011918 | 501(C) | $37,650 | CHARITABLE |
| WELD FOOD BANK | |||||||
| 1108 H STREET | GREELEY | CO | 80631 | 742244826 | 501(C) | $23,527 | PROGRAM |
| WOMEN 2 WOMEN | |||||||
| PO BOX 336962 | GREELEY | CO | 80633 | 264224007 | 501(C) | $5,774 | CHARITABLE |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 4, PART IV | FormAndLineReferenceDesc |
| Explanation | COMPETITIVE GRANTS - GRANTEES WHO RECEIVE GRANTS THROUGH THE COMMUNITY FOUNDATION'S COMPETITIVE GRANT CYCLES ARE REQUIRED TO COMPLETE A FINAL GRANT REPORT WITHIN 60 DAYS OF THE PROJECT COMPLETION, ALONG WITH A FINAL FINANCIAL REPORT OF HOW THE FUNDS ARE EXPENDED. SCHOLARSHIPS - VERIFICATION OF ENROLLMENT AT HIGHER EDUCATION INSTITUTIONS IS REQUIRED FOR EACH STUDENT RECEIVING A COMMUNITY FOUNDATION SCHOLARSHIP. DONOR-ADVISED FUND GRANTS - ORGANIZATIONS RECEIVING GRANTS FROM A DONOR- ADVISED FUND MUST AGREE TO THE TERMS OF THE GRANT. A SIGNED GRANT AGREEMENT MUST BE RETURNED TO THE FOUNDATION BEFORE THE GRANT IS DISTRIBUTED TO THE GRANTEE. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $29,573 | NoncashContributionsRptF990Amt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | HANDRAILS | 1 | $36,400 | LABOR/MATERIALS COST |
| Yes (X) | MISCELLANEOUS | 1 | $6,322 | FMV |
| Yes (X) | TRUST INTEREST | 1 | $1,339,897 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4D | THE FOUNDATION ADMINISTERS VARIOUS ENDOWMENTS AND CONTRIBUTIONS EARMARKED FOR SCHOLARSHIPS AND COMMUNITY GRANTS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE FORM 990 BEFORE FILING. IN ADDITION, A COPY OF THE FORM 990 IS PROVIDED TO MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE CONFLICT OF INTEREST POLICY APPLIES TO ALL BOARD MEMBERS, STAFF, COMMITTEES, AND ANY OTHER VOLUNTEERS IN ANY DECISION-MAKING SESSION. MEMBERS SHALL DISCLOSE ANY POSSIBLE CONFLICTS BEFORE DISCUSSION BEGINS. IN ADDITION, STAFF, WHETHER PAID OR UNPAID, SHALL AVOID ANY CONFLICTS OF INTEREST WITH THE FOUNDATION. NO STAFF SHALL HAVE ANY INTEREST IN ANY ENTITY WHICH DOES BUSINESS WITH THE FOUNDATION WITHOUT THE PRIOR WRITTEN APPROVAL OF THE CHAIR OF THE BOARD. AFTER FULL DISCLOSURE, NO STAFF SHALL HOLD ANY POSITION WITH ANY NOT-FOR-PROFIT ORGANIZATION THAT MAY HAVE BEEN OR MAY BECOME A GRANTEE OF THE FOUNDATION OR WHICH MAY REASONABLY BE CONSIDERED TO COMPETE FOR FUNDING WITH OTHER NONPROFITS THAT ARE OR MAY BECOME GRANTEES. WITHOUT FULL DISCLOSURE AND PRIOR APPROVAL BY THE CHAIR OF THE BOARD, MEMBERS ARE REQUIRED AT THE BEGINNING OF EACH TERM, APPOINTMENT, OR EMPLOYMENT, TO COMPLETE AND FILE WITH THE FOUNDATION A CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE CODE OF CONDUCT REQUIRES AN ANNUAL UPDATE OF THE CONFLICT OF INTEREST DISCLOSURE STATEMENT. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD OF DIRECTORS' EXECUTIVE COMMITTEE EVALUATES THE PRESIDENT ANNUALLY AND DETERMINES COMPENSATION. THE FOUNDATION PARTICIPATES IN AN ANNUAL SALARY AND BENEFITS SURVEY WITH THE COUNCIL ON FOUNDATIONS. THE EXECUTIVE BOARD REVIEWED THE PRESIDENT'S SALARY IN NOVEMBER 2017. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE BOARD OF DIRECTORS' EXECUTIVE COMMITTEE EVALUATES EMPLOYEES ANNUALLY AND DETERMINES COMPENSATION. |
| FORM 990, PAGE 6, PART VI, LINE 19 | FINANCIAL STATEMENTS ARE AVAILABLE ON THE FOUNDATION WEBSITE AND GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | AGENCY FUND EXPENSES NOT IN FINANCIALS 101,262 ACTUARIAL CHANGE IN ANNUITIES -2,228 AGENCY FUND REVENUES NOT IN FINANCIALS -603,775 TOTAL -504,741 |
| FORM 990, PAGE 12, PART XII, LINE 2C | THERE WERE NO CHANGES IN THE MANNER IN WHICH THE ORGANIZATION OVERSEES THE SELECTION OF THE INDEPENDENT ACCOUNTANT AND THE AUDIT OF ITS FINANCIAL STATEMENTS. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CFSGWC HOLDINGS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2425 35TH AVENUE SUITE 201 | AddressLine1Txt |
| City | GREELEY | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80634 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 821281238 | EIN |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
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