MIGHTY ARROW FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MIGHTY ARROW FAMILY FOUNDATION (EIN 46-1557560)
- Tax period
- 2012-12-01 to 2013-11-30
- Filed
- 2014-03-07
- IRS object ID
- 201420669349100102
- Schema version
- 2012v2.1
- 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
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-03-07T12:55:28-06:00 | Timestamp |
| Tax Period End Date | 2013-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461497033 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EKS&H LLLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7979 E TUFTS AVENUE SUITE 400 | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 802372521 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461557560 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLYING J FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FLYI | NameControl |
| Phone | 3032433100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1427 WEST MOUNTAIN AVENUE | AddressLine1 |
| City | FORT COLLINS | City |
| State | CO | State |
| ZIP Code | 80521 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KIMBERLEY JORDAN | Name |
| Title | PRESIDENT | Title |
| Phone | 3032433100 | Phone |
| Date Signed | 2014-03-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH R BERTSCH | Name |
| PTIN | P00178918 | PTIN |
| Phone | 3037409400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | X | InitialReturn |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 6477676 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 6600000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 4105 | InterestOnSavingsRevAndExpnss |
| Dividends Rev And Expnss | 82 | DividendsRevAndExpnss |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 6604187 | TotalRevenueAndExpenses |
| Total Net Investment Income | 0 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 16666 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 12499 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 0 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 4167 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 822 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 616 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 0 | PensionEmplBnftAdjNetIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 206 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 800 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 400 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 400 | LegalFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1275 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 637 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 638 | TaxesDsbrsChrtblPrps |
| Occupancy Rev And Expnss | 358 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 179 | OccupancyNetInvstIncm |
| Occupancy Adj Net Incm | 0 | OccupancyAdjNetIncm |
| Occupancy Dsbrs Chrtbl Prps | 179 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 1776 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 888 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 888 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 33499 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 16780 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 16719 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 55196 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 31999 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 23197 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 152500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 152500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 207696 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 31999 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 175697 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 6396491 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | 4677106 | CashEOY |
| Cash EOYFMV | 4677106 | CashEOYFMV |
| Savings And Temp Cash Invst EOY | 5115 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 5115 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 0 | InvestmentsOtherBOY |
| Investments Other EOY | 1795455 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1795455 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 0 | TotalAssetsBOY |
| Total Assets EOY | 6477676 | TotalAssetsEOY |
| Total Assets EOYFMV | 6477676 | TotalAssetsEOYFMV |
| Accounts Payable EOY | 73335 | AccountsPayableEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 73335 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 6404341 | RetainedEarningsEOY |
| Total Net Assets BOY | 0 | TotalNetAssetsBOY |
| Total Net Assets EOY | 6404341 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 0 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 6477676 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 0 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 6396491 | ExcessOfRevenueOverExpenses |
| Other Increases | 7850 | OtherIncreases |
| Subtotal | 6404341 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 6404341 | TotalNetAssetsFundBalancesEOY |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 0 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 0 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| States Filed With | CO | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | EKSH LLLP | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3037409400 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7979 E TUFTS AVENUE SUITE 400 | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80237 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| KIMBERLEY JORDAN | ||||||||
| 1427 WEST MOUNTAIN AVENUE | FORT COLLINS | CO | 80521 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| LUCY CANTWELL | ||||||||
| 180 2ND STREET APT B 316 | OAKLAND | CA | 94607 | SECRETARY | 1.00 | 0 | 0 | 0 |
| CHRISTINE PERICH | ||||||||
| 1413 LINDEN LAKE ROAD | FORT COLLINS | CO | 80524 | TREASURER | 1.00 | 0 | 0 | 0 |
| DICK CANTWELL | ||||||||
| 317A 14TH AVENUE E | SEATTLE | WA | 98112 | BOARD MEMBER | 1.00 | 0 | 0 | 0 |
| PAUL HUDNUT | ||||||||
| 1230 W MOUNTAIN AVENUE | FORT COLLINS | CO | 80521 | BOARD MEMBER | 1.00 | 0 | 0 | 0 |
| NICKOLAS LEBESCH | ||||||||
| 1224 LYNNWOOD DRIVE | FORT COLLINS | CO | 80521 | BOARD MEMBER | 1.00 | 0 | 0 | 0 |
| ZACHARY DANIELSON | ||||||||
| 228 WOOD STREET | FORT COLLINS | CO | 80521 | BOARD MEMBER | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 524798 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 4682221 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 1270657 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 6477676 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 6477676 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 97165 | CashDeemedCharitable |
| Net Noncharitable Assets | 6380511 | NetNoncharitableAssets |
| Minimum Investment Return | 319026 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 319026 | MinimumInvestmentReturn |
| Total Tax | 0 | TotalTax |
| Distributable Amount Before Adj | 319026 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 319026 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 319026 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 175697 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 175697 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 175697 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 319026 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 175697 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 175697 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 143329 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KIMBERLEY JORDAN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| BIKE WORKS | ||||||
| 3715 S HUDSON STREET SUITE 111 | SEATTLE | WA | 98118 | 501(C)(3) | FOR ALTERNATIVE TRANSPORTATION SERVICES | $25,000 |
| TRANSFORM | ||||||
| 436 14TH STREET SUITE 600 | OAKLAND | CA | 94612 | 501(C)(3) | FOR ALTERNATIVE TRANSPORTATION SERVICES | $40,000 |
| NEW ERA COLORADO FOUNDATION | ||||||
| 1648 SPRUCE STREET | BOULDER | CO | 80302 | 501(C)(3) | FOR RENEWABLE ENERGY | $15,000 |
| LA COCINA | ||||||
| 2948 FOLSOM STREET | SAN FRANCISCO | CA | 94110 | 501(C)(3) | FOR SUSTAINABLE AGRICULTURE SERVICES | $25,000 |
| COYOTE CENTRAL | ||||||
| 2300 E CHERRY | SEATTLE | WA | 98122 | 501(C)(3) | FOR YOUTH DEVELOPMENT SERVICES | $30,000 |
| 350ORG | ||||||
| 20 JAY STREET SUITE 1010 | BROOKLYN | NY | 11201 | 501(C)(3) | FOR GLOBAL CLIMATE CHANGE EFFORTS | $2,500 |
| COLORADO STATE UNIVERSITY FOUNDATION | ||||||
| 410 UNIVERSITY SERVICES CENTER | FORT COLLINS | CO | 80523 | 501(C)(3) | FOR THE PROMOTION, DEVELOPMENT AND ENHANCEMENT OF THE FACILITIES AND EDUCATIONAL PROGRAMS OF COLORADO STATE UNIVERSITY | $2,500 |
| COLORADO TROUT UNLIMITED | ||||||
| 620 16TH STREET SUITE 300 | DENVER | CO | 80202 | 501(C)(3) | FOR EFFORTS TO PROTECT, CONSERVE AND RESTORE COLORADO'S COLDWATER FISHERIES AND THEIR WATERSHEDS. | $2,500 |
| IDEA WILD | ||||||
| 420 RIDDLE DRIVE | FORT COLLINS | CO | 80521 | 501(C)(3) | FOR EFFORTS TO CONSERVE BIODIVERSITY | $1,500 |
| OXFAM | ||||||
| 226 CAUSEWAY STREET 5TH FLOOR | BOSTON | MA | 021142206 | 501(C)(3) | FOR POVERTY REDUCTION EFFORTS | $2,500 |
| ROCKY MOUNTAIN RAPTOR PROGRAM | ||||||
| 2519 SOUTH SHIELDS STREET 115 | FORT COLLINS | CO | 80526 | 501(C)(3) | FOR RESCUE, REHABILITATION AND RELEASE SERVICES FOR INJURED BIRDS OF PREY | $2,500 |
| WATSI | ||||||
| 1663 MISSION STREET 320 | SAN FRANCISCO | CA | 94103 | 501(C)(3) | FOR MEDICAL SERVICES FOR PEOPLE IN NEED | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 152500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4,105 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $82 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $4,187 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 4187 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (3 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | KIMBERLEY JORDAN | 1427 WEST MOUNTAIN AVENUE | FORT COLLINS | CO | 80521 | 4600000 | X |
| 2 | ZACHARY DANIELSON | 630 CHERRY STREET | FORT COLLINS | CO | 80521 | 1000000 | X |
| 3 | NICKOLAS LEBESCH | 1224 LYNNWOOD DRIVE | FORT COLLINS | CO | 80521 | 1000000 | X |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (5 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| FIDELITY #3624 | FMV | 524798 | 524798 |
| SONEN GLOBAL FIXED INCOME | FMV | 385587 | 385587 |
| SONEN GLOBAL PUBLIC EQUITY | FMV | 392377 | 392377 |
| SONEN US CORE FIXED INCOME | FMV | 325037 | 325037 |
| SONEN US PUBLIC EQUITY | FMV | 167656 | 167656 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $800 | Amount |
| Net Investment Income | 400 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 400 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| BANK CHARGES | 62 | 62 | 0 | 0 |
| DUES/MEMBERSHIP REGISTRATION | 378 | 189 | 0 | 189 |
| OFFICE EXPENSES | 33 | 17 | 0 | 16 |
| WORKERS COMP | 84 | 42 | 0 | 42 |
| LEASED EMPLOYEE EXPENSE | 32153 | 16076 | 0 | 16077 |
| PAYROLL PROCESSING FEES | 730 | 365 | 0 | 365 |
| MEALS AND ENTERTAINMENT | 59 | 29 | 0 | 30 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAINS ON INVESTMENTS | Description |
| Amount | $7,850 | Amount |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | KIMBERLEY JORDAN | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1427 WEST MOUNTAIN AVENUE | AddressLine1 |
| City | FORT COLLINS | City |
| State | CO | State |
| ZIP Code | 80521 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | Category |
| Amount | $1,275 | Amount |
| Net Investment Income | 637 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 638 | DisbursementsCharitablePrps |
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