IMPACT INVESTING CHARITABLE FOUNDATION INC: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
IMPACT INVESTING CHARITABLE FOUNDATION INC (EIN 47-3574130)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-15
IRS object ID
201733199349314258
Schema version
2016v3.0
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)
Return2017-11-15T15:38:42-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN481195228PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KELLER & OWENS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110955 LOWELL AVE STE 800AddressLine1Txt
CityOVERLAND PARKCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66210ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN473574130EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IMPACT INVESTING CHARITABLE FOUNDATIONBusinessNameLine1Txt
Business Name Line2INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlIMPABusinessNameControlTxt
Phone9132971804PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16750 W 93RD STREET NO 100AddressLine1Txt
CityOVERLAND PARKCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66212ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAIMEE MINNICHPersonNm
Person TitleCIOPersonTitleTxt
Phone9132971804PhoneNum
Signature2017-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGREGORY D OWENSPreparerPersonNm
PTINP00048643PTIN
Phone9133383500PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address192.155.75.154IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-15IPDt
IP Tm10:03:39IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdD15571A11307E8378394EB1E3A31CC0E03C15F86AtSubmissionCreationDeviceId
At Submission Filing Device Id5B2362C69821CA128AF4CC943447D1CAFC7C6289AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Initial ReturnYes (X)InitialReturnInd
Principal OfficerAIMEE MINNICHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16750 W 93RD STREET NO 100AddressLine1Txt
CityOVERLAND PARKCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66212ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$22,314,504GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2015FormationYr
Legal Domicile StateGALegalDomicileStateCd
Activity Or MissionINVESTING CHARITABLE CAPITAL TO CREATE ECONOMIC, SOCIAL, AND SPRITUAL TRANSFORMATIONActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Volunteers5TotalVolunteersCnt
Total Gross UBI-$12,990TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
CY Contributions Grants$21,643,803CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$46,481CYInvestmentIncomeAmt
CY Other Revenue$470CYOtherRevenueAmt
CY Total Revenue$21,690,754CYTotalRevenueAmt
CY Grants And Similar Paid$2,679,083CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$343,132CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,450CYTotalFundraisingExpenseAmt
CY Other Expenses$434,535CYOtherExpensesAmt
CY Total Expenses$3,456,750CYTotalExpensesAmt
CY Revenues Less Expenses$18,234,004CYRevenuesLessExpensesAmt
Total Assets EOY$18,530,983TotalAssetsEOYAmt
Total Liabilities EOY$280,740TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances EOY$18,250,243NetAssetsOrFundBalancesEOYAmt
MissionINVESTING CHARIABLE CAPITAL TO CREATE ECONOMIC, SOCIAL, AND SPRITUAL TRANSFORMATIONMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$3,253,417ExpenseAmt
Grant$2,679,083GrantAmt
DescTHE ORGANIZATION FUNDS PROJECTS WITH A CHARITABLE PURPOSE OR A MISSION THAT ALIGNS WITH CHARITABLE CAUSES IN ADDITION TO PROVIDING A RETURN FOR FUTURE GRANTMAKING ACTIVITIES TO CHARITABLE ORGANIZATIONS.Desc
Total Program Service Expenses$3,253,417TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related InvstYes (1)ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpYes (1)ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document15IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee3EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint VentureYes (1)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (1)WrittenPolicyOrProcedureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9132971804PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16750 W 93RD STREET NO 100AddressLine1Txt
CityOVERLAND PARKCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66212ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JEFFREY JOHNS
CEO40.00Yes (X)Yes (X)$135,000$0$0
AIMEE MINNICH
CIO40.00Yes (X)Yes (X)$135,000$0$0
CRAIG CHAPMAN
DIRECTOR0.50Yes (X)$0$0$0
APRIL CHAPMAN
DIRECTOR0.50Yes (X)$0$0$0
JONATHAN HARRISON
TREASURER0.50Yes (X)Yes (X)$0$0$0
DAVID WILLS
DIRECTOR0.50Yes (X)$0$0$0
GREG LERNIHAN
DIRECTOR0.50Yes (X)$0$0$0
CHAD BATTISON
DIRECTOR0.50Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$270,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$21,643,803AllOtherContributionsAmt
Noncash Contributions$4,937,387NoncashContributionsAmt
Total Contributions$21,643,803TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$26,655TotalRevenueColumnAmt
Unrelated Business Revenue-$12,990UnrelatedBusinessRevenueAmt
Exclusion$39,645ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$470TotalRevenueColumnAmt
Exclusion$470ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$643,576SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$623,750SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$19,826SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$19,826TotalRevenueColumnAmt
Exclusion$19,826ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$21,690,754TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$12,990UnrelatedBusinessRevenueAmt
Exclusion$59,941ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,679,083TotalAmt
Program Services$2,679,083ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$270,000TotalAmt
Program Services$207,900ProgramServicesAmt
Management And General$60,750ManagementAndGeneralAmt
Fundraising$1,350FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$49,500TotalAmt
Program Services$24,750ProgramServicesAmt
Management And General$24,750ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$23,632TotalAmt
Program Services$17,208ProgramServicesAmt
Management And General$6,324ManagementAndGeneralAmt
Fundraising$100FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$29,391TotalAmt
Management And General$29,391ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$36,175TotalAmt
Management And General$36,175ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$65,995TotalAmt
Program Services$65,995ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$182,521TotalAmt
Program Services$139,553ProgramServicesAmt
Management And General$42,968ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$35,840TotalAmt
Program Services$35,840ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$10,317TotalAmt
Program Services$8,792ProgramServicesAmt
Management And General$1,525ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,345TotalAmt
Program Services$4,345ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$40,603TotalAmt
Program Services$40,603ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$20,775TotalAmt
Program Services$20,775ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$417TotalAmt
Program Services$417ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,583TotalAmt
Program Services$6,583ProgramServicesAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
MISCELLANEOUS$1,249$1,249
PROFESSIONAL DUES/SUBSC$324$324

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,456,750TotalAmt
Program Services$3,253,417ProgramServicesAmt
Management And General$201,883ManagementAndGeneralAmt
Fundraising$1,450FundraisingAmt
FieldValueIRS element (for citing)
Joint CostsYes (X)JointCostsInd

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$1,635,537EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$1,265,646EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$387,016EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$5,000EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$1,275,950EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$6,973,788EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$6,988,046EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$18,530,983EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
EOY$30,740EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
EOY$250,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$280,740EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
EOY$18,250,243EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$18,250,243EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$18,530,983EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$18,234,004ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$31,151NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$14,912OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year$21,643,803CurrentTaxYearAmt
Total$21,643,803TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year$21,643,803CurrentTaxYearAmt
Total$21,643,803TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$66,322SubstantialContributorsTotAmt
Public Support Total170$21,577,481PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$40,115CurrentTaxYearAmt
Total$40,115TotalAmt
FieldValueIRS element (for citing)
Total Support$21,683,918TotalSupportAmt
First5 Years170Yes (X)First5Years170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held45DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$18,609,887DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$302,471DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$18,210,246DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (6 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
INVESTMENT IN SOVEREIGN CAPITAL$423,788F
INVESTMENT IN SIMPLYWIN$600,000C
INVESTMENT IN GLI$125,000C
INVESTMENT IN SOLOMON'S FUND$75,000C
INVESTMENT IN EAGLE LANDING$5,000,000C
INVESTMENT IN NEC AUSTIN$750,000C
FieldValueIRS element (for citing)
Total Book Value Securities$6,973,788TotalBookValueSecuritiesAmt

Invst Program Related Org InvstProgramRelatedOrgGrp (13 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
INVESTMENT IN 1K1V$2,499,181F
INVESTMENT IN SERVINGLINK SOFTWARE STOCK$172,969F
INVESTMENT IN CO-TRIBUTE$150,000C
INVESTMENT IN LAOS AGRIVENTURES, LLC$166,000C
INVESTMENT IN LANTERN GLOBAL PS$596,973C
INVESTMENT IN PHOTO UP$400,000C
INVESTMENT IN PATTERNS OF EVIDENCE$450,000C
INVESTMENT IN IMAGINE FILM$875,000C
INVESTMENT IN CORNELIUS FILM$200,000C
PROGRAM RELATED RECEIVABLE - VISIBLE PICTURES$250,000C
PROGRAM RELATED RECEIVABLE - IBEX$237,923C
PROGRAM RELATED RECEIVABLE - CARPENTER'S CODE$390,000C
PROGRAM RELATED RECEIVABLE - LOVELADY CENTER$600,000C
FieldValueIRS element (for citing)
Total Book Value Program Rltd$6,988,046TotalBookValueProgramRltdAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationIN ACCORDANCE WITH FASB ASC 740, THE FOUNDATION'S POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION THAT IS BENEFICIAL TO THE FOUNDATION, INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION TAKEN BY MANAGEMENT WITH RESPECT TO THE TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE ARE NO SUCH POSITIONS AS OF DECEMBER 31, 2016 AND, ACCORDINGLY, NO LIABILITY HAS BEEN ACCRUED.ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCENTRAL AMERICA AND THE CARIBBEANRegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedINVESTMENTSTypeOfActivitiesConductedTxt
Region Total Expenditures$2,499,181RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$2,499,181SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$2,499,181TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 8621 NOT REQUIRED - SEE PROTECTIVE STATEMENT BELOWPROTECTIVE STATEMENT FILED PURSUANT TO TREASURY REGULATION SECTION 1.1295-3(C) THE FOLLOWING STATEMENT APPLIES TO THE TAXABLE YEAR ENDING DECEMBER 31, 2016 (THE "2016 TAX YEAR") OF IMPACT INVESTING CHARITABLE FOUNDATION (THE "SHAREHOLDER"). THE SHAREHOLDER OWNS 10.719641% OF ONE THOUSAND & ONE VOICES AFRICA FUND I, LP (A CAYMAN PARTNERSHIP) THAT OWNS, THROUGH A DISREGARDED ENTITY, 100 PERCENT OF THE SHARES OF 1K1V HT (PTY) LTD ("1K1V HT"), A SOUTH AFRICA ENTITY TREATED AS A CORPORATION FOR U.S. FEDERAL INCOME TAX PURPOSES. 1K1V HT, IN TURN, OWNS 100 PERCENT OF THE SHARES OF HIGH MOUNTAIN FISHERIES (PTY) LTD, ("HIGH MOUNTAIN"), A LESOTHO CORPORATION TREATED AS A CORPORATION FOR U.S. FEDERAL INCOME TAX PURPOSES. THE PROTECTIVE STATEMENT IS BEING FILED WITH RESPECT TO 1K1V HT AND HIGH MOUNTAIN. (I) THE SHAREHOLDER'S REASONABLE BELIEF STATEMENT: THE SHAREHOLDER REASONABLY BELIEVES THAT 1K1V HT AND HIGH MOUNTAIN, SHOULD NOT BE VIEWED AS A PFIC FOR 1K1V HT'S AND HIGH MOUNTAIN'S TAX YEAR ENDING DECEMBER 31, 2016 BECAUSE OF THE START-UP EXCEPTION OF SECTION 1298(B)(2). SECTION 1298(B)(2) PROVIDES THAT: A CORPORATION SHALL NOT BE TREATED AS A PASSIVE FOREIGN INVESTMENT COMPANY FOR THE FIRST TAXABLE YEAR SUCH CORPORATION HAS GROSS INCOME (HEREINAFTER IN THIS PARAGRAPH REFERRED TO AS THE "START-UP YEAR") IF (A) NO PREDECESSOR OF SUCH CORPORATION WAS A PASSIVE FOREIGN INVESTMENT COMPANY, (B) IT IS ESTABLISHED TO THE SATISFACTION OF THE SECRETARY THAT SUCH CORPORATION WILL NOT BE A PASSIVE FOREIGN INVESTMENT COMPANY FOR EITHER OF THE 1ST 2 TAXABLE YEARS FOLLOWING THE START-UP YEAR, AND (C) SUCH CORPORATION IS NOT A PASSIVE FOREIGN INVESTMENT COMPANY FOR EITHER OF SUCH 2 TAXABLE YEARS. THE SHAREHOLDER BELIEVES THAT 1K1V HT AND HIGH MOUNTAIN SHOULD MEET ALL OF THE AFOREMENTIONED REQUIREMENTS: (1) WITH RESPECT TO THE FLUSH LANGUAGE, DECEMBER 31, 2016 WAS THE FIRST TAXABLE YEAR 1K1V HT AND HIGH MOUNTAIN HAD GROSS INCOME, (2) WITH RESPECT TO (A), K1V HT AND HIGH MOUNTAIN HAD NO PREDECESSOR THAT WAS A PFIC, AND (3) WITH RESPECT TO (B) AND (C), THE SHAREHOLDER BELIEVES K1V HT AND HIGH MOUNTAIN WILL NOT BE A PFIC FOR THE TWO YEARS FOLLOWING THE START-UP YEAR, TAKING INTO ACCOUNT 25 PERCENT OWNED SUBSIDIARIES AS IS REQUIRED UNDER SECTION 1297(C), SINCE HIGH MOUNTAIN IS EXPECTED IN 2017 TO ACQUIRE A SUBSTANTIAL INTEREST IN A CORPORATION THAT CONDUCTS ACTIVE TRADE OR BUSINESS. (II) THE SHAREHOLDER'S AGREEMENT EXTENDING THE PERIODS OF LIMITATIONS ON THE ASSESSMENT OF PFIC RELATED TAXES FOR ALL TAXABLE YEARS TO WHICH THE PROTECTIVE STATEMENT APPLIES. THE SHAREHOLDER CONSENTS TO EXTEND ITS STATUTE OF LIMITATIONS ON COLLECTION OF ALL PFIC RELATED TAXES WITH RESPECT TO 1K1V HT AND HIGH MOUNTAIN FOR THE SHAREHOLDER'S 2016 TAX YEAR AND ALL SUBSEQUENT YEARS TO WHICH A RETROACTIVE QEF ELECTION FOR SHAREHOLDER'S 2016 TAX YEAR WOULD APPLY UNTIL, AT EARLIEST, THREE YEARS FROM THE DATE AN AMENDED TAX RETURN IS FILED PURSUANT TO TREAS. REG. SECTION 1.1295-3(G) FOR SUCH YEARS. SHAREHOLDER ALSO HEREBY ACKNOWLEDGES THAT IT HAS COMPLIED WITH THE REQUIREMENTS SET FORTH IN REG. SECTION 1.1295-3(C)(4), INCLUDING, BUT NOT LIMITED TO, THE REQUIREMENTS RELATED TO WAIVERS MADE BY PARTNERSHIPS. (III) ADDITIONAL INFORMATION AND REPRESENTATIONS: (A) SHAREHOLDER'S NAME, ADDRESS, TAXPAYER IDENTIFICATION NUMBER AND THE SHAREHOLDER'S FIRST TAXABLE YEAR TO WHICH THE PROTECTIVE STATEMENT APPLIES. SHAREHOLDER'S NAME: IMPACT INVESTING CHARITABLE FOUNDATION SHAREHOLDER'S ADDRESS: 6750 W 93RD STREET, OVERLAND PARK, KS 66212 SHAREHOLDER'S TAXPAYER IDENTIFICATION NUMBER: 47-3574130 SHAREHOLDER'S FIRST TAXABLE YEAR TO WHICH THE PROTECTIVE STATEMENT APPLIES: 2016 (B) FOREIGN CORPORATION'S NAME, ADDRESS, AND TAXPAYER IDENTIFICATION NUMBER: FOREIGN CORPORATION'S NAME: 1K1V HT (PTY) LTD. FOREIGN CORPORATION'S ADDRESS: WK WILTON, 9 KINROSS STREET, GERMISTON SOUTH, 1401 SOUTH AFRICA FOREIGN CORPORATION'S TAXPAYER IDENTIFICATION NUMBER: N/A (C) FOREIGN CORPORATION'S NAME, ADDRESS, AND TAXPAYER IDENTIFICATION NUMBER: FOREIGN CORPORATION'S NAME: HIGH MOUNTAIN FISHERIES (PTY) LTD. FOREIGN CORPORATION'S ADDRESS: BLOCK B, MARIE-SELLO OFFICE PARK, ASSISI RD, MASERI LESOTHO, 100 FOREIGN CORPORATION'S TAXPAYER IDENTIFICATION NUMBER: N/A (D) THE HIGHEST PERCENTAGE OF SHARES OF EACH CLASS OF STOCK OF 1K1V HT S.A. AND HIGH MOUNTAIN HELD DIRECTLY OR INDIRECTLY BY THE SHAREHOLDER DURING THE SHAREHOLDER'S TAXABLE YEAR ENDED DECEMBER 31, 2016 WAS 11.287239%. UNDER PENALTIES OF PERJURY, THE AUTHORIZED REPRESENTATIVE OF THE SHAREHOLDER WHO SIGNS THIS TAX RETURN, WHICH IS SUBMITTING THIS STATEMENT, VERIFIES THAT THE INFORMATION CONTAINED IN THIS STATEMENT IS CORRECT TO HIS KNOWLEDGE AND BELIEF, AND THAT HE/SHE HAS AUTHORITY TO SIGN THIS PROTECTIVE STATEMENT ON BEHALF OF THE SHAREHOLDER.
SCHEDULE F, PART IV, LINE 1THE TRANSFERS ARE DISCLOSED ON FORMS 5471 AND 8621.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
IMPACT INVESTING CHARITABLE TRUST
6750 W 93RD STREET SUITE 100OVERLAND PARKKS66212812375745501(C)(3)$2,375,000FURTHER CHARITABLE PURPOSE OF THE ORGANIZATION
MISSION SOUTHSIDE
18335 W 168TH TERRACEOLATHEKS66062273655778501(C)(3)$40,000CHRISTIAN MINISTRY TO SERVE THE POOR
ELAM MINISTRIES
5755 NORTH POINT PKWY SUITE 217ALPHARETTAGA30022582134253501(C)(3)$25,000CHRISTIAN MINISTRY
ZOE HOUSE MERCY POINT ADOPTIONS
4350 W 107THOVERLAND PARKKS66207473112561501(C)(3)$15,000ADOPTIONS
NATIONAL CHRISTIAN FOUNDATION NEW MEXICO
1311 TIJERAS AVE NWALBURQUEQUENM87102850466529501(C)(3)$38,444CHRISTIAN MINISTRY
NATIONAL CHRISTIAN FOUNDATION
11625 RAINWATER DR SUITE 500ALPHARETTAGA30009581493949501(C)(3)$176,509CHRISTIAN MINISTRY
FieldValueIRS element (for citing)
Total501c3 Org6Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Schedule M IRS990ScheduleM

Securities Closely Held Stock SecuritiesCloselyHeldStockGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$187,881NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR VALUEMethodOfDeterminingRevenuesTxt

Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$4,749,506NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2BOARD MEMBERS CRAIG AND APRIL CHAPMAN HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11BTHE ORGANIZATION'S TOP MANAGEMENT OFFICIAL AND TOP FINANCIAL OFFICIAL EACH REVIEW THE FORM 990 PRIOR TO ITS FILING WITH THE IRS. A COPY OF THE FINAL FORM 990 IS ALSO PROVIDED TO THE VOTING MEMBERS OF THE ORGANIZAION'S GOVERNING BODY PRIOR TO ITS FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION REQUIRES THAT EACH MEMBER ANNUALLY PROVIDE A STATEMENT DISCLOSING ANY POTENTIAL CONFLICTS OF INTEREST, AND APPROPRIATE ACTION IS TAKEN.
FORM 990, PART VI, SECTION B, LINE 15THE ORGANIZATION HAS ADOPTED AN EXECUTIVE COMPENSATION SETTING POLICY APPLICABLE TO ALL DISQUALIFIED PERSONS, INCLUDING THE ORGANIZATION'S EXECUTIVE DIRECTOR/PRESIDENT. UNDER THE POLICY, THE FINANCE AUDIT COMPENSATION COMMITTEE ANNUALLY REVIEWS AND APPROVES THE COMPENSATION LEVELS OF THE EXECUTIVE DIRECTOR/PRESIDENT AND OTHER OFFICERS.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION PROVIDES, UPON REQUEST, COPIES OF ITS ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY, FORM 1023, AND ITS FINANCIAL STATEMENTS.
FORM 990, PART XI, LINE 9:SHARE OF C CORP NET LOSS -14,912.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1IMPACT INVESTING CHARITABLE TRUSTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line16750 W 93RD STREET SUITE 100AddressLine1Txt
CityOVERLAND PARKCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66212ZIPCd
FieldValueIRS element (for citing)
EIN812375745EIN
Primary ActivitiesINVESTINGPrimaryActivitiesTxt
Legal Domicile StateDELegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 12A, IPublicCharityStatusTxt
Controlled Organization0ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndEINEINShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmt
IMPACT EQUITY INC
6750 W 93RD STREET SUITE 100OVERLAND PARKKS66212INVESTINGKSIMPACT INVESTING CHARITABLE FOUNDATIONC1.00000Yes (1)
SERVINGLYNK SOFTWARE INC
707 NORTH FRANKLIN STREET SUITE 800TAMPAFL33602OWNER OF INTELLECTUAL PROPERTY LICENSED TO OTHER ORGANIZATIONSFLIMPACT INVESTING CHARITABLE FOUNDATIONC0.58300Yes (1)272100100-$14,912$172,969
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Unrelated Org Txbl Partnership UnrelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdPredominate IncomePredominateIncomeDescAll Partners C3 SAllPartnersC3SIndShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndUBI Code VUBICodeVAmtGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
1K1 VOICES
5251 DTC PARKWAY SUITE 1050GREENWOOD VILLAGECO80111465011580INVESTMENTSCOINVESTMENT0-$844,658$2,499,1820$000.10720
EAGLE LANDING RESOURCES LLC
10220 SE CAUSEY AVEHAPPY VALLEYOR970867532813418367INVESTMENTSORINVESTMENT0-$66,324$4,933,6760$000.16330

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.