2015-11-12T16:08:18-06:00 2014-12-31 840930288 BROCK AND COMPANY CPAS PC 900 S MAIN STREET SUITE 200 LONGMONT CO 80501 990 2014-01-01 463894713 THE LONGMONT COMMUNITY FOUNDATION LONG 3036786555 636 COFFMAN STREET NO 203 LONGMONT CO 80501 ERIC HOZEMPA EXECUTIVE DIRECTOR 3036786555 2015-11-11 1 KEVIN RICKMAN P01240896 3037762160 2014 2016-02-25 16:41:14Z X ERIC HOZEMPA 636 COFFMAN STREET NO 203 LONGMONT CO 80501 8576848 0 X WWW.LONGMONTFOUNDATION.ORG X 2013 CO IMPROVING LIFE IN THE ST. VRAIN VALLEY THROUGH PHILANTHROPY AND CHARITABLE LEADERSHIP 14 14 2 50 0 0 7978885 4048 225832 0 8208765 222769 0 42656 0 9441 58634 324059 7884706 8318625 771088 7547537 IMPROVING LIFE IN THE ST. VRAIN VALLEY THROUGH PHILANTHROPY AND CHARITABLE LEADERSHIP 0 0 284691 222769 4048 THE LONGMONT COMMUNITY FOUNDATION WAS INCORPORATED IN 2013 TO IMPROVE LIFE IN THE ST. VRAIN VALLEY THROUGH PHILANTHROPY AND CHARITABLE LEADERSHIP. THE FOUNDATION RECEIVES GIFTS FROM INDIVIDUALS, FOUNDATIONS, AND ORGANIZATIONS AND PLACES THEM INTO INDIVIDUAL FUNDS THAT MATCH THE GIVING PRIORITIES OF THE DONORS. 284691 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 6 0 1 2 1 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X THE ORGANIZATION 3036786555 636 COFFMAN STREET NO 203 LONGMONT CO 80501 ROY WHITE PRESIDENT 3.00 X X 0 0 0 CAROL CROFT VICE PRESIDENT 3.00 X X 0 0 0 DALE BERNARD TREASURER 3.00 X X 0 0 0 MATT ZAVALA SECRETARY 3.00 X X 0 0 0 JOHN GADDIS JR IMMEDIATE PAST PRESIDENT 2.00 X 0 0 0 MONICA BALDWIN TRUSTEE 2.00 X 0 0 0 BRAD DOUGLAS TRUSTEE 2.00 X 0 0 0 JAN KANEMOTO TRUSTEE 2.00 X 0 0 0 KRISTIN M E KOVAL TRUSTEE 2.00 X 0 0 0 SONIA MARRERO TRUSTEE 2.00 X 0 0 0 JEFF NADING TRUSTEE 2.00 X 0 0 0 SAM NAPP TRUSTEE 2.00 X 0 0 0 SUSAN SHIRLEY TRUSTEE 2.00 X 0 0 0 SUSAN WISER TRUSTEE 2.00 X 0 0 0 ERIC HOZEMPA EXECUTIVE DIRECTOR 40.00 X 26012 40738 0 26012 40738 0 0 0 0 0 0 7978885 653383 7978885 MANAGEMENT FEES 900099 4048 4048 4048 60462 60462 533453 368083 165370 165370 165370 8208765 4048 0 225832 222769 222769 26012 19509 2601 3902 8417 6313 842 1262 5815 4361 582 872 2412 1809 241 362 360 360 8006 8006 4751 4751 6384 3830 2554 11249 11249 11171 8378 1117 1676 589 412 118 59 760 760 2036 1527 204 305 MISCELLANEOUS FEES 6248 3726 2211 311 PRINTING AND POSTAGE 3784 2838 946 OFFICE SUPPLIES 1431 1002 286 143 DUES AND SUBSCRIPTIONS 1020 1020 845 211 85 549 324059 284691 29927 9441 222213 225703 4048 8839 6840 760 0 6080 7208731 640495 0 2516 0 8318625 10354 150 0 760584 0 771088 X 5908273 1639264 0 7547537 0 8318625 X 7884706 -329313 -7856 X X 0 1 X 1 0 X 592999 592999 592999 592999 0 0 0 592999 60462 60462 60462 60462 4048 4048 657509 657509 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: FUND TRANSFER FOR INDEPENDENT OPERATIONS DATE: 08/31/14 AMOUNT: 7385886. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 96 5434490 221342 5213148 1 1 913703 42441 57027 899117 0.03630 0.96370 0 0 6840 760 6080 6080 BENEFICIAL INTEREST IN TRUSTEED ASSETS 640495 F 640495 ASSETS HELD FOR AGENCY FUNDS 760584 760584 X 8208765 0 8208765 0 8208765 661228 337169 337169 324059 0 324059 PART X, LINE 2: FOR UNCERTAIN TAX POSITIONS, THE FOUNDATION USES A MORE-LIKELY-THAN-NOT RECOGNITION CRITERIA BEFORE AND SEPARATE FROM THE MEASUREMENT OF A TAX POSITION. THE FOUNDATION RECOGNIZES THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT, BASED ON THE TECHNICAL MERITS, THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. WITH RESPECT TO THE FOUNDATION, THIS WOULD PRIMARILY RELATE TO THE DETERMINATION OF UNRELATED BUSINESS TAXABLE INCOME, AND TO THE MAINTENANCE OF ITS TAX EXEMPT STATUS. MANAGEMENT HAS EVALUATED THE POLICIES AND PROCEDURES THAT HAVE BEEN IMPLEMENTED TO PROVIDE ASSURANCE THAT INCOME IS PROPERLY CHARACTERIZED AND ACTIVITIES THAT JEOPARDIZE ITS TAX EXEMPT STATUS ARE WITHIN LIMITS ESTABLISHED UNDER EXISTING TAX CODE AND REGULATIONS. MANAGEMENT HAS DETERMINED THE EFFECTS OF UNCERTAIN TAX POSITIONS ARE NOT MATERIAL TO THE FOUNDATION FOR RECOGNITION OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS AND, ACCORDINGLY, NO INCOME TAX LIABILITY HAS BEEN RECORDED FOR UNCERTAIN INCOME TAX POSITIONS IN THE ACCOMPANYING FINANCIAL STATEMENTS. ALL INCOME TAX YEARS ARE OPEN FOR EXAMINATION. THE 2014 TAX YEAR IS THE INITIAL TAX YEAR FOR THE FOUNDATION. ADDITIONALLY, PENALTIES AND INTEREST MAY BE ASSESSED ON INCOME TAXES THAT ARE DELINQUENT. PART XII, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED INVESTMENT LOSSES 329,313. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT 7,856. 0 A PRECIOUS CHILD 557 BURBANK SREET UNIT E BROOMFIELD CO 80020 263349334 501(C)(3) 14233 BOOK PROGRAM SUPPORT CALVARY BIBLE EVANGELICAL FREE CHURCH 3245 KALMIA AVENUE BOULDER CO 80301 846039364 501(C)(3) 9500 BOOK PROGRAM SUPPORT COMMUNITY FOUNDATION SERVING BOULDER COUNTY 1123 SPRUCE STREET BOULDER CO 80302 841171836 501(C)(3) 9419 BOOK PROGRAM SUPPORT LEUKEMIA AND LYMPHOMA SOCIETY INC ROCKY MTN CHAPTER 720 S COLORADO BOULEVARD 500S DENVER CO 80246 135644916 501(C)(3) 21926 BOOK PROGRAM SUPPORT LIFEBRIDGE CHRISTIAN CHURCH 10345 UTE HIGHWAY LONGMONT CO 80501 840463390 501(C)(3) 12200 BOOK PROGRAM SUPPORT LONGMONT COMMUNITY JUSTICE PARTNERSHIP 333 TERRY STREET LONGMONT CO 80501 841291133 501(C)(3) 28000 BOOK PROGRAM SUPPORT LONGMONT THEATRE COMPANY PO BOX 573 LONGMONT CO 80501 841092371 501(C)(3) 6000 BOOK PROGRAM SUPPORT RED CLOUD INDIAN SCHOOL 100 MISSION DRIVE PINE RIDGE SD 57770 460275071 501(C)(3) 16000 BOOK PROGRAM SUPPORT SAFE SHELTER OF ST VRAIN VALLEY PO BOX 231 LONGMONT CO 80502 840781353 501(C)(3) 15583 BOOK PROGRAM SUPPORT THE OUR CENTER 303 ATWOOD STREET LONGMONT CO 80501 742448346 501(C)(3) 15989 BOOK PROGRAM SUPPORT 10 X 1 648351 FAIR MARKET VALUE X PREPAID EXPENSES AND LEASE DEPOSIT 1 5032 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 A DRAFT OF THE FORM 990 IS PROVIDED TO MANAGEMENT AND THE TRUSTEES FOR THEIR REVIEW. ALL QUESTIONS AND COMMENTS ARE COMMUNICATED AND RESOLVED BY THE EXECUTIVE DIRECTOR PRIOR TO FINALIZING AND FILING THE FORM. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION PRESENTS THE POLICY TO ALL TRUSTEES ON AN ANNUAL BASIS AND MONITORS ANY CONFLICTS THROUGHOUT THE YEAR. TRUSTEES EXCUSE THEMSELVES FROM MEETINGS IF THERE IS A POTENTIAL CONFLICT AND THIS IS DOCUMENTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS RESEARCHED BY THE EXECUTIVE COMMITTEE ANNUALLY WITH THE USE OF SALARY SURVEYS. THE BOARD THEN APPROVES PROPOSED COMPENSATION DURING APPROVAL OF THE ANNUAL BUDGET. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON WRITTEN REQUEST RECEIVED AT ORGANIZATION'S OFFICE VIA POSTAL MAIL OR E-MAIL. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE OR UPON WRITTEN REQUEST RECEIVED AT ORGANIZATION'S OFFICE VIA POSTAL MAIL OR E-MAIL. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT -7,856. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDITED FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT ACCOUNTANTS. THE DENVER FOUNDATION 55 MADISON STREET 8TH FLOOR DENVER CO 80206 846048381 COMMUNITY FOUNDATION CO 501(C)(3) LINE 7 NONE 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 THE DENVER FOUNDATION O 40738 BOOK