2018-06-19T11:41:30-06:00 2017-12-31 841016028 ANDERSON & WHITNEY PC 5801 W 11TH ST STE 300 GREELEY CO 80634 990 2017-01-01 841315296 THE COMMUNITY FOUNDATION COMM 9703049970 2425 35TH AVE STE 201 GREELEY CO 80634 RAND E MORGAN PRESIDENT/CEO 9703049970 2018-05-15 LARRY ATCHISON CPA P00054449 9703527990 2018-05-18 2017 2022-09-23 18:48:47Z SERVING GREELEY & WELD COUNTY RAND E MORGAN 2425 35TH AVENUE SUITE 201 GREELEY CO 80634 10646240 false X WWW.CFSGWC.ORG X DEDICATED TO BUILDING A COMMUNITY OF GIVERS WHO SUPPORT CHARITABLE INVESTMENTS. 18 18 4 65 0 1114169 3474268 140077 28379 953584 1085284 44191 81810 2252021 4669741 1190279 964650 0 259152 286130 0 105484 536680 547744 1986111 1798524 265910 2871217 18350607 21881918 1283785 1702059 17066822 20179859 X 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. false false 133988 133988 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. 119430 119430 4374 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. 125833 69975 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. 1009777 711232 THE FOUNDATION ADMINISTERS VARIOUS ENDOWMENTS AND CONTRIBUTIONS EARMARKED FOR SCHOLARSHIPS AND COMMUNITY GRANTS. 1009777 711232 1389028 true true false false false true false false false true true true false true true true true false false false false false false false false false false true false false false false false false false false false false true false false false true false false false false true 12 0 true 4 true false false false false false true true false false false false false false X 18 18 false false false false false false false true true false false true true true true true true true true false X X RAND E MORGAN 9703049970 2425 35TH AVENUE SUITE 201 GREELEY CO 80634 REYES BARRIOS JR VICE CHAIR 1.00 X X 0 0 0 LUCIE WISEHART CHAIR 1.00 X X 0 0 0 ROB WALDO IMMEDIATE PA 1.00 X X 0 0 0 CHRISTINE RICHARDSON SECRETARY 1.00 X X 0 0 0 ALLEN MCCONNELL TREASURER 1.00 X X 0 0 0 MARCIA SIEBRING ASSISTANT TR 1.00 X X 0 0 0 JULIE CONSTANCE DIRECTOR 1.00 X 0 0 0 BILL MUNNS DIRECTOR 1.00 X 0 0 0 MIKE PAYNE DIRECTOR 1.00 X 0 0 0 NORA GARZA DIRECTOR 1.00 X 0 0 0 THERESA HENRY DIRECTOR 1.00 X 0 0 0 MARIANN JOHNSTON DIRECTOR 1.00 X 0 0 0 DONNA LOYD DIRECTOR 1.00 X 0 0 0 TYLER NOTESTINE DIRECTOR 1.00 X 0 0 0 STEVEN SMITH DIRECTOR 1.00 X 0 0 0 KRISTI THOMAS DIRECTOR 1.00 X 0 0 0 TIM ULRICH DIRECTOR 1.00 X 0 0 0 DALE PRATT DIRECTOR 1.00 X 0 0 0 RAND E MORGAN PRESIDENT/CE 40.00 X 92200 0 14867 92200 14867 false false false 3474268 1412192 3474268 ADMINISTRATION FEES 900099 28379 28379 28379 442219 442219 69117 69117 6619564 5976499 643065 643065 643065 CHANGE CASH SURRENDER VALUE 7338 7338 OTHER INCOME 5355 5355 12693 4669741 28379 1167094 964650 964650 107067 21413 53534 32120 138011 60965 49766 27280 21812 10150 11200 462 19240 6701 8148 4391 3135 3135 11629 11629 90558 90558 5045 5045 10389 10389 33838 6000 24838 3000 20225 20225 873 410 463 3330 3330 1775 1775 6622 6622 PROGRAM EXPENSE 244171 244171 IN-KIND DONATIONS 72295 72295 DEVELOPMENT/EVENTS 16451 16451 DEVELOPMENT/MARKETING 15707 15707 11701 2273 8400 1028 1798524 1389028 304012 105484 43200 41217 1713647 3371276 30820 26554 56522 52589 110 47161 42811 5575 4350 11648781 11410250 4808652 5592485 43300 1383197 18350607 21881918 13921 22238 186647 114255 1083217 1565566 1283785 1702059 X 1480435 2921704 4521248 5617604 11065139 11640551 17066822 20179859 18350607 21881918 2871217 746561 -504741 X X false true X true false X 2952601 2484302 1355439 1114169 3474268 11380779 2952601 2484302 1355439 1114169 3474268 11380779 2949779 8431000 703374 410626 539494 481988 511336 2646818 31939 1002318 12693 1046950 15074547 28379 0.55930 0.73480 X PART II, LINE 10 1,046,950 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22 939050 175645 3062961 true true 14372309 609864 1507405 -636934 -2169 -252903 15597572 13504693 568546 1217012 -700722 24028 -241248 14372309 13898611 530129 -96145 -563050 -27019 -237833 13504693 12816931 706538 1054825 -458926 11145 -231902 13898611 11266652 273067 1812004 -349080 23845 -209557 12816931 0.74630 0.25370 false false 1927 386 1541 45234 42425 2809 4350 POOLED ASSET ACCOUNT 5592485 F 5592485 ASSETS HELD IN TRUST 1381697 OTHER ASSETS 1500 1383197 AGENCY FUNDS 1521952 ANNUITY OBLIGATIONS 43614 1565566 X 4719741 746561 -2228 744333 3975408 90558 603775 694333 4669741 1606704 1606704 90558 101262 191820 1798524 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 true A WOMAN'S PLACE INC PO BOX 71 GREELEY CO 80632 840811596 501(C) 78054 CHARITABLE CONTRIBUT BOOK TRUST 789 SHERMAN ST SUITE 300A DENVER CO 80203 204124164 501(C) 5200 CHARITABLE BOYS & GIRLS CLUBS OF WELD COUNTY P O BOX 812 GREELEY CO 80632 840529902 501(C) 12200 CHARITABLE CATHOLIC CHARITIES NORTHERN - WC 1442 N 11TH AVE GREELEY CO 80631 840686679 501(C) 22300 CHARITABLE CENTENNIAL BOCES 2020 CLUBHOUSE DR 230 GREELEY CO 80634 840599905 501(C) 8000 SCHOLARSHIP PROGRAM CHAMPION MINISTRIES INC DBA GROUN PO BOX 1323 CASTLE ROCK CO 801041323 841341326 501(C) 12000 PROGRAM CITY OF GREELEY - MUSEUM 714 8TH ST GREELEY CO 80631 846000593 (BLANK 6665 CHARITABLE COLORADO MODEL RAILROAD MUSEUM 680 10TH STREET GREELEY CO 806314116 271369289 501(C) 6500 CHARITABLE ENVISION 1050 37TH STREET EVANS CO 80620 840568176 501(C) 13116 PROGRAM EPISCOPAL RELIEF AND DEVELOPMENT PO BOX 7058 MERRIFIELD VA 221167058 731635264 501(C) 7200 CHARITABLE FAMILY OF CHRIST PRESBYTERIAN CHURC 2410 35TH AVE GREELEY CO 80634 236393377 501(C) 6062 PROGRAM GREELEY AREA HABITAT FOR HUMANITY 104 N 16TH AVE GREELEY CO 80631 841091487 501(C) 5950 PROGRAM GREELEY DREAM TEAM INC 1025 9TH AVE GREELEY CO 80631 841070282 501(C) 5150 CHARITABLE GREELEY ROTARY FOUNDATION PO BOX 602 GREELEY CO 80632 462795220 501(C) 134088 PROGRAM GREELEYWELD SENIOR FOUNDATION INC PO BOX 336325 GREELEY CO 80633 841181424 501(C) 10969 CHARITABLE HIGH PLAINS LIBRARY DISTRICT FOUNDA 2650 W 29TH ST GREELEY CO 80631 841600136 501(C) 7450 PROGRAM LUTHERAN FAMILY SERVICES OF COLORAD 2032 LOWE STREET STE 200 FT COLLINS CO 80525 840775550 501(C) 5500 PROGRAM NCMC FOUNDATION 1801 16TH ST GREELEY CO 80631 840718355 501(C) 41005 CHARITABLE NORTH RANGE BEHAVIORAL HEALTH 1300 N 17TH AVE GREELEY CO 80631 840622660 501(C) 6000 CHARITABLE PARTNERS MENTORING YOUTH 530 S COLLEGE AVE UNIT 1 FORT COLLINS CO 80524 742486211 501(C) 5300 PROGRAM POUDRE VALLEY HEALTH SYSTEM FOUNDAT 2315 E HARMONY ROAD SUITE 200 FORT COLLINS CO 805288620 741894581 501(C) 5838 CHARITABLE SENIOR RESOURCE SERVICES 800 8TH AVE SUITE 229 GREELEY CO 80631 204429783 501(C) 5459 CHARITABLE SEXUAL ASSAULT VICTIM ADVOCATE CENT 4812 S COLLEGE AVE FORT COLLINS CO 805253723 383675536 501(C) 18750 PROGRAM SOCCER WITHOUT BORDERS 917 10TH AVE GREELEY CO 80631 203786129 501(C) 15530 PROGRAM THE DICTIONARY PROJECT PO BOX 1845 CHARLESTON SC 29402 571029802 501(C) 5400 PROGRAM THE GREELEY TRANSITIONAL HOUSE INC 1206 10TH ST GREELEY CO 80631 841045958 501(C) 7000 PROGRAM THE ROTARY FOUNDATION 14280 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 363245072 501(C) 6000 CHARITABLE THE SUCCESS FOUNDATION SERVING GREE 1025 9TH AVE GREELEY CO 80631 273567674 501(C) 15100 PROGRAM TRINITY EPISCOPAL CHURCH 3800 W 20TH STREET GREELEY CO 806343418 840462073 501(C) 12000 CHARITABLE UNC FOUNDATION INC JUDY FARR CENTER GREELEY CO 80639 846044833 501(C) 5550 CHARITABLE UNITED WAY OF WELD COUNTY INC PO BOX 1944 GREELEY CO 80632 846011918 501(C) 37650 CHARITABLE WELD FOOD BANK 1108 H STREET GREELEY CO 80631 742244826 501(C) 23527 PROGRAM WOMEN 2 WOMEN PO BOX 336962 GREELEY CO 80633 264224007 501(C) 5774 CHARITABLE SCHEDULE I, PAGE 4, PART IV 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. X 1 29573 X HANDRAILS 1 36400 LABOR/MATERIALS COST X MISCELLANEOUS 1 6322 FMV X TRUST INTEREST 1 1339897 FMV false false false 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. CFSGWC HOLDINGS LLC 2425 35TH AVENUE SUITE 201 GREELEY CO 80634 821281238 CO N/A