COMMUNITY FOUNDATION OF JACKSON HOLE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF JACKSON HOLE (EIN 83-0308856)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-13
- IRS object ID
- 201302259349301470
- Schema version
- 2012v2.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-13T08:30:23-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bement & Company PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 E Eagle Ridge Dr Ste 200 | AddressLine1 |
| City | North Salt Lake | City |
| State | UT | State |
| ZIP Code | 840542550 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830308856 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF JACKSON HOLE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COMM | NameControl |
| Phone | 3077391026 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 574 | AddressLine1 |
| City | JACKSON | City |
| State | WY | State |
| ZIP Code | 83001 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAREN COLEMAN | Name |
| Title | VP Finance&Operation | Title |
| Date Signed | 2013-08-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KENNETH E BEMENT | Name |
| PTIN | P00007895 | PTIN |
| Phone | 8019361900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 40720156 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.cfjacksonhole.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1994 | YearFormation |
| State Legal Domicile | WY | StateLegalDomicile |
| Activity Or Mission Description | TO IMPROVE LIVES THROUGH PHILANTHROPIC LEADERSHIP BY PROVIDING SUPERIOR DONOR SERVICES, ENSURING THE SUSTAINABILITY OF THE PHILANTHROPIC COMMUNITY, MAKING GRANTS THAT POSITIVELY IMPACT THE COMMUNITY AND SERVING AS A LEADER, CATALYST AND RESOURCE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 8 | TotalNbrEmployees |
| Total Nbr Volunteers | 730 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 13140036 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 21877668 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 17531 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 21859 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 610728 | InvestmentIncomePriorYear |
| Investment Income Current Year | 970729 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 16826 | OtherRevenuePriorYear |
| Other Revenue Current Year | 120 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 13785121 | TotalRevenuePriorYear |
| Total Revenue Current Year | 22870376 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 11778609 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 12734779 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 664579 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 693464 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 102813 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 718047 | OtherExpensePriorYear |
| Other Expenses Current Year | 848680 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 13161235 | TotalExpensesPriorYear |
| Total Expenses Current Year | 14276923 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 623886 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 8593453 | RevenuesLessExpensesCY |
| Total Assets BOY | 28356370 | TotalAssetsBOY |
| Total Assets EOY | 39273325 | TotalAssetsEOY |
| Total Liabilities BOY | 138379 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 726976 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 28217991 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 38546349 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO IMPROVE LIVES THROUGH PHILANTHROPIC LEADERSHIP BY PROVIDING SUPERIOR DONOR SERVICES, ENSURING THE SUSTAINABILITY OF THE PHILANTHROPIC COMMUNITY, MAKING GRANTS THAT POSITIVELY IMPACT THE COMMUNITY AND SERVING AS A LEADER, CATALYST AND RESOURCE. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 8648015 | Expense |
| Grants | 7965470 | Grants |
| Revenue | 13936 | Revenue |
| Description | OLD BILL'S FUN RUN / TIN CUP CHALLENGE - SINCE 1997, THE COMMUNITY FOUNDATION HAS PRODUCED OLD BILL'S FUN RUN FOR CHARITIES, A COLLABORATIVE FUNDRAISING OPPORTUNITY IN TETON COUNTY, WY. OVER THE PAST SIXTEEN YEARS, THE EVENT HAS RAISED ALMOST $91 MILLION FOR LOCAL NONPROFITS. IN 2012, APPROXIMATELY 2,900 DONORS GAVE $8.35 MILLION (INCLUDING INTERFUND GIFTS) TO BENEFIT 189 ORGANIZATIONS. A SIMILAR EVENT, INITIATED BY OUR AFFILIATE IN TETON COUNTY, ID, RAISED AN ADDITIONAL $1.1 MILLION FROM OVER 800 DONORS TO BENEFIT 46 ORGANIZATIONS IN TETON VALLEY, ID AND ALTA, WY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4354076 | Expense |
| Grants | 4043828 | Grants |
| Description | FUND ADMINISTRATION - THE COMMUNITY FOUNDATION MANAGES OVER 200 FUNDS DESIGNED TO MAKE PHILANTHROPY EASY AND EFFECTIVE FOR LOCAL DONORS AND TO PROVIDE COST EFFECTIVE ASSET MANAGEMENT FOR LOCAL NONPROFITS. IN 2012, THE FOUNDATION RECEIVED APPROXIMATELY 1,200 GIFTS, TOTALING $16.9 MILLION, FOR THESE FUNDS AND PROCESSED OVER 1,600 GRANTS, TOTALING $7.8 MILLION, FROM OUR DONOR ADVISED, DESIGNATED AND OTHER ADVISED FUNDS INCLUDING INTERFUND GRANTS TO BENEFIT QUALIFIED CHARITIES WORKING IN A VARIETY OF FIELDS THROUGHOUT THE U.S. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 911629 | Expense |
| Grants | 725481 | Grants |
| Description | COMPETITIVE GRANTS / SCHOLARSHIPS - THE FOUNDATION'S COMPETITIVE AND MICRO GRANTS PROGRAMS SUPPORT ORGANIZATIONS THAT ADDRESS COMMUNITY NEEDS ON A COMPETITIVE BASIS BASED UPON IMPACT, INNOVATION AND COLLABORATION. OUR SCHOLARSHIP FUNDS HELP DESERVING LOCAL YOUTH PURSUE EDUCATIONAL OPPORTUNITIES. IN 2012, THE GRANTS PROGRAMS PROVIDED OVER $600,000 TO 70 LOCAL ORGANIZATIONS TO ADDRESS IMPORTANT ISSUES IN JACKSON HOLE, AND 46 LOCAL STUDENTS RECEIVED OVER $100,000 IN SCHOLARSHIPS TO PURSUE THEIR EDUCATIONAL DREAMS. THE FOUNDATION ALSO OFFERS A YOUTH PHILANTHROPY PROGRAM TO INTRODUCE HIGH SCHOOL STUDENTS TO PHILANTHROPY AND GRANTMAKING. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 62050 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 8040 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 13975770 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | true | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 37 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 8 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KAREN COLEMAN | NamePerson |
| Telephone Number | 3077391026 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 EAST SIMPSON ST | AddressLine1 |
| City | JACKSON HOLE | City |
| State | WY | State |
| ZIP Code | 83001 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|---|
| KARLA TESSLER | |||||||
| Director | 0.00 | 0.00 | X | 0 | 0 | 0 | |
| RICHARD SPENCER | |||||||
| Director | 0.00 | 0.00 | X | 0 | 0 | 0 | |
| MARGOT SNOWDON | |||||||
| Director | 0.00 | 0.00 | X | 0 | 0 | 0 | |
| VERONICA SILBERBERG | |||||||
| Director | 0.00 | 0.00 | X | 0 | 0 | 0 | |
| ERIKA PEARSALL | |||||||
| Director | 0.00 | 0.00 | X | 0 | 0 | 0 | |
| BILL NEWTON | |||||||
| EMERITUS | 0.00 | 0.00 | X | 0 | 0 | 0 | |
| TOM MULLER | |||||||
| Director | 0.00 | 0.00 | X | 0 | 0 | 0 | |
| BRAD MEAD | |||||||
| Director | 0.00 | 0.00 | X | 0 | 0 | 0 | |
| GRANT LARSON | |||||||
| Director | 0.00 | 0.00 | X | 0 | 0 | 0 | |
| CATHY KEHR | |||||||
| Director | 0.00 | 0.00 | X | 0 | 0 | 0 | |
| MERCEDES HUFF | |||||||
| Director | 0.00 | 0.00 | X | 0 | 0 | 0 | |
| BILL HOGLUND | |||||||
| Director | 0.00 | 0.00 | X | 0 | 0 | 0 | |
| KEN DUNN | |||||||
| CHAIR CFTV | 0.00 | 0.00 | X | 0 | 0 | 0 | |
| CARINE DUBOIS | |||||||
| Director | 0.00 | 0.00 | X | 0 | 0 | 0 | |
| DICK COLLISTER | |||||||
| Director | 0.00 | 0.00 | X | 0 | 0 | 0 | |
| DAVID CARLIN | |||||||
| Director | 0.00 | 0.00 | X | 0 | 0 | 0 | |
| JIM MOSES | |||||||
| PAST CHAIR | 0.00 | 0.00 | X | 0 | 0 | 0 | |
| CLAY GEITTMANN | |||||||
| PAST CHAIR | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| JIM AUGE | |||||||
| Treasurer | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| PETE LAWTON | |||||||
| VICE CHAIR | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| BILL WEISS | |||||||
| VICE CHAIR | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| KAREN TERRA | |||||||
| CHAIR | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| KAREN COLEMAN | |||||||
| VP Finance&Ops | 50.00 | 0.00 | 134193 | 0 | 10584 | X | |
| KATHARINE CONOVER | |||||||
| President & CEO | 50.00 | 0.00 | 161032 | 0 | 16495 | X | |
| SHANNON BROOKS HAMBY | |||||||
| EXEC DIR - CFTV | 50.00 | 0.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 295225 | TotalReportableCompFromOrg |
| Total Other Compensation | 27079 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SQUARE ONE CONSTRUCTION SERVICES | |||||
| PO BOX 14270 | JACKSON | WY | 83002 | GENERAL CONTRACTOR | 233162 |
| CAPITAL GUARDIAN | |||||
| 10 SOUTH DEARBORN STREET SUITE 2544 | CHICAGO | IL | 60603 | PROFESSIONAL ADVISOR | 139685 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 21877668 | AllOtherContributions |
| Noncash Contributions | 8205068 | NoncashContributions |
| Total Contributions | 21877668 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROGRAM/REGISTRATION FEES | Description |
| Total Revenue Column | 21859 | TotalRevenueColumn |
| Related Or Exempt Function Income | 21859 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 21859 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 739776 | TotalRevenueColumn |
| Exclusion | $739,776 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 18080733 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 17849780 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 230953 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 230953 | TotalRevenueColumn |
| Related Or Exempt Function Income | 230953 | RelatedOrExemptFunctionIncome |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROJECTOR INCOME | Description |
| Total Revenue Column | 120 | TotalRevenueColumn |
| Related Or Exempt Function Income | 120 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 120 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22870376 | TotalRevenueColumn |
| Related Or Exempt Function Income | 252932 | RelatedOrExemptFunctionIncome |
| Exclusion | $739,776 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12545149 | Total |
| Program Services | 12545149 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112630 | Total |
| Program Services | 112630 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77000 | Total |
| Program Services | 77000 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 322304 | Total |
| Program Services | 267512 | ProgramServices |
| Management And General | 45123 | ManagementAndGeneral |
| Fundraising | 9669 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 268365 | Total |
| Program Services | 216837 | ProgramServices |
| Management And General | 31664 | ManagementAndGeneral |
| Fundraising | 19864 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62828 | Total |
| Program Services | 51519 | ProgramServices |
| Management And General | 8168 | ManagementAndGeneral |
| Fundraising | 3141 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39967 | Total |
| Program Services | 32773 | ProgramServices |
| Management And General | 5196 | ManagementAndGeneral |
| Fundraising | 1998 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6350 | Total |
| Management And General | 6350 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21207 | Total |
| Management And General | 21207 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 171383 | Total |
| Program Services | 148011 | ProgramServices |
| Management And General | 16880 | ManagementAndGeneral |
| Fundraising | 6492 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129903 | Total |
| Program Services | 95008 | ProgramServices |
| Fundraising | 34895 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15142 | Total |
| Program Services | 12471 | ProgramServices |
| Management And General | 1929 | ManagementAndGeneral |
| Fundraising | 742 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99593 | Total |
| Program Services | 81666 | ProgramServices |
| Management And General | 12947 | ManagementAndGeneral |
| Fundraising | 4980 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52117 | Total |
| Program Services | 49917 | ProgramServices |
| Management And General | 2025 | ManagementAndGeneral |
| Fundraising | 175 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21403 | Total |
| Program Services | 17551 | ProgramServices |
| Management And General | 2782 | ManagementAndGeneral |
| Fundraising | 1070 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20799 | Total |
| Program Services | 15667 | ProgramServices |
| Management And General | 4476 | ManagementAndGeneral |
| Fundraising | 656 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PROJECT EXPENSES | 43074 | 43074 | ||
| LOSS ON ASSETS | 43400 | 35588 | 5642 | 2170 |
| MISCELLANEOUS | 45930 | 27138 | 5996 | 12796 |
| CONSULTING / PROF SERVICES | 91376 | 85826 | 4008 | 1542 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87003 | Total |
| Program Services | 60433 | ProgramServices |
| Management And General | 23947 | ManagementAndGeneral |
| Fundraising | 2623 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14276923 | Total |
| Program Services | 13975770 | ProgramServices |
| Management And General | 198340 | ManagementAndGeneral |
| Fundraising | 102813 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2088583 | BOY |
| EOY | 7454320 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 260000 | BOY |
| EOY | 280000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 315 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1840000 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4800 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1603892 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 84482 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1289958 | BOY |
| EOY | 1519410 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24114101 | BOY |
| EOY | 27509962 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 270515 | BOY |
| EOY | 350165 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 328098 | BOY |
| EOY | 319468 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28356370 | BOY |
| EOY | 39273325 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94129 | BOY |
| EOY | 132197 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44250 | BOY |
| EOY | 594779 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 138379 | BOY |
| EOY | 726976 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27957991 | BOY |
| EOY | 36426349 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 260000 | BOY |
| EOY | 2120000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28217991 | BOY |
| EOY | 38546349 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28356370 | BOY |
| EOY | 39273325 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 8593453 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1629638 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 105267 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14558167 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11516201 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14728403 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13173975 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21899527 | CurrentTaxYear |
| Total | 75876273 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14558167 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11516201 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14728403 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13173975 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21899527 | CurrentTaxYear |
| Total | 75876273 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 10891742 | AmountsSubstContributorsTotal |
| Public Support Total170 | 64984531 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1208314 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 629380 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 655474 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 667775 | CurrentTaxYearMinus1Year |
| Current Tax Year | 739776 | CurrentTaxYear |
| Total | 3900719 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 79776992 | TotalSupport |
| Public Support Pertcentage170 | 0.81460 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.83200 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 110 | NumberDAFsHeld |
| Number Funds Held | 8 | NumberFundsHeld |
| Donor Advised Contributions | 13050738 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 306781 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 5932054 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 318789 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 23390416 | AggregateDAFValue |
| Aggregate Fund Value | 503584 | AggregateFundValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10115647 | BeginningOfYearBalance |
| Contributions | 747064 | Contributions |
| Investment Earnings Or Losses | 1216068 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 271007 | GrantsOrScholarships |
| Administrative Expenses | 129648 | AdministrativeExpenses |
| End Of Year Balance | 11678124 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10865528 | BeginningOfYearBalance |
| Contributions | 474757 | Contributions |
| Investment Earnings Or Losses | -732118 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 359769 | GrantsOrScholarships |
| Administrative Expenses | 132751 | AdministrativeExpenses |
| End Of Year Balance | 10115647 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9475996 | BeginningOfYearBalance |
| Contributions | 611814 | Contributions |
| Investment Earnings Or Losses | 1057822 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 157156 | GrantsOrScholarships |
| Administrative Expenses | 122948 | AdministrativeExpenses |
| End Of Year Balance | 10865528 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7146327 | BeginningOfYearBalance |
| Contributions | 809731 | Contributions |
| Investment Earnings Or Losses | 1753982 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 128700 | GrantsOrScholarships |
| Administrative Expenses | 105344 | AdministrativeExpenses |
| End Of Year Balance | 9475996 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9488572 | BeginningOfYearBalance |
| Contributions | 115553 | Contributions |
| Investment Earnings Or Losses | -2061874 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 286365 | GrantsOrScholarships |
| Administrative Expenses | 109559 | AdministrativeExpenses |
| End Of Year Balance | 7146327 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 600000 | OtherCostOrOtherBasis |
| Book Value | 600000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 870467 | OtherCostOrOtherBasis |
| Depreciation | 10881 | Depreciation |
| Book Value | 859586 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 133425 | OtherCostOrOtherBasis |
| Depreciation | 73601 | Depreciation |
| Book Value | 59824 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1519410 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| 1% INTEREST IN EDJ INVESTMENTS LLC | 79650 | C |
| 102.52 UNITS EDJ | 90515 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Revenue Etc Audited Fincl Stmt | 23856932 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1414841 | NetUnrealizedGainsInvestments |
| Other Revenues | 40548 | OtherRevenues |
| Revenue Not Rptd F990 | 1455389 | RevenueNotRptdF990 |
| Revenue Subtotal | 22401543 | RevenueSubtotal |
| Other Revenues Not Included | 468833 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 468833 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 22870376 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 14043243 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 48191 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 48191 | ExpensesNotRptdF990 |
| Expenses Subtotal | 13995052 | ExpensesSubtotal |
| Other Expenses Not Included | 281871 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 281871 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 14276923 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XII, Line 4b | Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S | AGENCY ENDOWMENT / DD GRANTS $269057 AGENCY ENDOWMENT / DD OTHER EXPENSES $12814 |
| Part XII, Line 2d | Part XII, Line 2d: Other expenses and losses per audited F/S | DONOR DIRECTED/ADMIN GRANTS $47650 DONOR DIRECTED/ADMIN INVESTMENT EXPENSE $541 |
| Part XI, Line 4b | Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S | AGENCY ENDOWMENT / DD CONTRIBUTIONS $394375 AGENCY ENDOWMENT / DD DIVIDENDS $60148 AGENCY ENDOWMENT / DD INTEREST $322 AGENCY ENDOWMENT / DD REALIZED GAIN/LOSS $13988 |
| Part XI, Line 2d | Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | DONOR DIRECTED/ADMIN FUND INTEREST/GAINS $270 DONOR DIRECTED / DONOR ADM CONTRIBUTIONS $29375 AGENCY ENDOWMENT / DD ADMIN FEE $10903 |
| Part V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | PART V LINE 4: DUE TO THE FOUNDATION'S VARIANCE POWER, ALL OF ITS ENDOWMENT FUNDS ARE CLASSIFIED AS BOARD-DESIGNATED. ENDOWMENT FUNDS ARE INTENDED TO PROVIDE GRANTMAKING RESOURCES TO ADDRESS EVOLVING COMMUNITY NEEDS IN PERPETUITY AND TO SUPPORT THE FOUNDATION'S OPERATIONS ON A PERMANENT BASIS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | SUB-SAHARAN AFRICA | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | GRANTS | TypeOfActivitiesConducted |
| Total Expenditures | 77000 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 77000 | SubtotalAmountSpent |
| Total Amount Spent | 77000 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (2 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|
| SUB-SAHARAN AFR | GENERAL SUPPORT | 60000 | WIRE TRNSFR |
| SUB-SAHARAN AFR | BLDGS & OPER | 17000 | WIRE TRNSFR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 2 | TotalNumberOf501c3Orgs |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used in Foreign Country | Identifier |
| Explanation | PRIOR TO ISSUANCE OF AN INTERNATIONAL GRANT, ELIGIBILITY FOR POTENTIAL GRANTEES IS VERIFIED THROUGH COMPLETION OF A DUE DILIGENCE CHECKLIST THAT INCLUDES THE FOLLOWING: (1) REVIEW OF THE U.S. TREASURY SDN LIST, (2) RECEIPT AND REVIEW OF GRANTEE ORGANIZATIONAL DOCUMENTS AND MOST RECENT FINANCIAL STATEMENTS, AND (3) RECEIPT AND REVIEW OF AN AFFIDAVIT FROM THE GRANTEE REGARDING CHARITABLE STATUS, PAST AND FUTURE ACTIVITIES, DISSOLUTION PROVISIONS AND RESTRICTIONS ON PRIVATE INUREMENT AND POLITICAL ACTIVITY. BASED UPON THE RESULTS OF THE DILIGENCE PROCESS, THE ORGANIZATION IS EITHER DEEMED TO BE SUBSTANTIALLY EQUIVALENT OR EXPENDITURE RESPONSIBIILTY IS EXERCISED. A GRANT CONTRACT PROVIDES FOR SEPARATE ACCOUNTING OF GRANT AWARDS AND THE PROVISION OF GRANT REPORTS. ALL GRANT AWARDS ARE ALSO ACCOMPANIED BY A LETTER THAT STATES "NO GOODS OR SERVICES MAY BE PROVIDED IN EXCHANGE FOR THIS GRANT" AND DETAILS ANY RESTRICTIONS OF THE USE OF GRANT FUNDS. THE USE OF FUNDS IS ALSO MONITORED THROUGH DONOR-ADVISED FUNDHOLDERS' ONGOING RELATIONSHIPS WITH THE GRANTEES. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE CONTINUATION SHEET SCH I-1 | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS | AddressLine1 |
| City | VARIOUS | City |
| State | WY | State |
| ZIP Code | 83001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Of Cash Grant | 10817136 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 184 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| STUDENT SCHOLARSHIPS FOR COLLEGES AND UNIVERSITIES | 45 | 98300 |
| STUDENT SCHLRSHPS-PRFSL LICENS | 1 | 6830 |
| INDIVIDUAL ACHIEVEMENT AWARDS | 7 | 7500 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used | Identifier |
| Explanation | PRIOR TO ISSUANCE OF A GRANT, ELIGIBILITY FOR ALL POTENTIAL DOMESTIC GRANTEES IS VERIFIED THROUGH IRS PUBLICATION 78, GUIDESTAR OR DIRECT CORRESPONDENCE WITH THE GRANTEE TO VERIFY CHARITABLE STATUS. ALL GRANT AWARDS ARE ALSO ACCOMPANIED BY A LETTER THAT STATES "NO GOODS OR SERVICES MAY BE PROVIDED IN EXCHANGE FOR THIS GRANT" AND DETAILS ANY RESTRICTIONS OF THE USE OF GRANT FUNDS. THE USE OF FUNDS FOR ALL DISCRETIONARY GRANTS IS MONITORED THROUGH REGULAR STAFF CONTACT WITH LOCAL GRANTEES AND MANDATORY GRANT REPORTS. GRANT REPORTS ARE DUE WITHIN ONE YEAR OF COMPLETION OF THE GRANT, AND GRANTEES ARE INELIGIBLE TO RECEIVE FUTURE GRANTS SO LONG AS THERE ARE DELINQUENT GRANT REPORTS. THE USE OF GRANTS FROM DONOR ADVISED FUNDS IS TYPICALLY MONITORED THROUGH THE ADVISORS' ONGOING RELATIONSHIP WITH THE GRANTEE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KATHARINE CONOVER | NamePerson |
| Title | President & CEO | Title |
| Base Compensation Filing Org | 136000 | BaseCompensationFilingOrg |
| Bonus Filing Org | 25032 | BonusFilingOrg |
| Deferred Comp Filing Org | 6601 | DeferredCompFilingOrg |
| Nontaxable Benefits Filing Org | 9894 | NontaxableBenefitsFilingOrg |
| Total Compensation Filing Org | 177527 | TotalCompensationFilingOrg |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 70 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 6125418 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV DAY RECVD | MethodOfDeterminingRevenues |
Securities Prtnrshp Trust Intrsts SecuritiesPrtnrshpTrustIntrsts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 79650 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV DAY RECVD | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 13 | NumberOfContributions |
| Method Of Determining Revenues | NOMINAL VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | NOTE RECEIVABLE | 1 | 2000000 | FACE VALUE |
| X | SUPPLIES/EQUIP | 26 | NOMINAL VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part I, Line 33, Revenues Not Reported | Identifier |
| Explanation | THE FOUNDATION RECEIVES A LIMITED NUMBER OF CONTRIBUTIONS OF FOOD, SUPPLIES AND EQUIPMENT. AS THE ESTIMATED VALUE OF THESE CONTRIBUTIONS IS NOT MATERIAL TO THE FOUNDATION'S FINANCIAL STATEMENTS, NO CONTRIBUTION REVENUE IS RECORDED. ALL IN-KIND DONORS ARE ISSUED A TAX RECEIPT PURSUANT TO IRS RULES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part XI, Line 9 | Other Changes In Net Assets Or Fund Balances - Other Increases | RECLASSIFICATION PER DONOR INTENT = $105267 |
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | THE FOUNDATION'S FORM 990 IS AVAILABLE UPON REQUEST FROM THE FOUNDATION AND ON GUIDESTAR. ITS AVAILABILITY IS NOTED ON THE FOUNDATION'S WEBSITE AND IN THE ANNUAL REPORT. THE FOUNDATION'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND ARE POSTED ON THE FOUNDATION'S WEBSITE. THE GOVERNING DOCUMENTS, FORM 1023 AND CONFLICT OF INTEREST AND OTHER BOARD APPROVED POLICIES ARE ALSO AVAILABLE UPON REQUEST. |
| Form 990, Part VI, Line 15b | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | THE FOUNDATION'S PRESIDENT IS REVIEWED AT LEAST ANNUALLLY BY THE CURRENT BOARD CHAIR. COMPENSATION IS DETERMINED THROUGH REVIEW OF THE COUNCIL ON FOUNDATION'S ANNUAL SALARY SURVEY, THE MOST RECENT NONPROFIT SALARY SURVEY FOR JACKSON HOLE, AND CURRENT KNOWLEDGE OF COMPENSATION LEVELS FOR LEADERS OF OTHER LOCAL NONPROFITS. THE ACHIEVEMENT OF AGREEMENT UPON GOALS FOR THE PRIOR YEAR, BOTH QUANTITATIVE AND QUALITATIVE IN NATURE DRIVEN BY OUR LONG-RANGE PLAN, ARE ALSO TAKEN INTO CONSIDERATION. ANY PERFORMANCE-BASED BONUS FOR THE PRIOR YEAR AND COMPENSATION FOR THE COMING YEAR ARE APPROVED BY THE EXECUTIVE COMMITTEE. ALL BOARD MEMBERS HAVE AN OPPORTUNITY TO REVIEW AND DISCUSS THE EXECUTIVE COMMITTEE'S COMPENSATION RECOMMENDATIONS DURING BOARD MEETING EXECUTIVE SESSIONS. COMPENSATION FOR THE VICE PRESIDENT IS DETERMINED AND APPROVED BY THE PRESIDENT USING A SIMILAR FORMAT. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | ALL FOUNDATION STAFF, DIRECTORS AND COMMITTEE MEMBERS COMPLETE A CONFLICT OF INTEREST POLICY & DISCLOSURE FORM ANNUALLY. THE FORM INCLUDES A COPY OF THE CONFLICT OF INTEREST POLICY AND FORM FOR DISCLOSING ANY POTENTIAL CONFLICTS. THE FORMS ARE COLLECTED AND REVIEWED BY THE FOUNDATION'S VICE PRESIDENT. POTENTIAL STAFF CONFLICTS MUST BE APPROVED BY THE FOUNDATION'S EXECUTIVE COMMITTEE. BOARD MEMBERS AND COMMITTEE MEMBERS SELF REGULATE AND MONITOR EACH OTHER, ALONG WITH STAFF INPUT. ANY INDIVIDUALS WITH CONFLICT OF INTEREST ARE PROHIBITED FROM PARTICIPATING IN DELIBERATION AND VOTING. INDVIDUALS WITH CONFICLTS RECUSE THEMSELVSES WHEN NECESSARY, WITH SUCH ACTION NOTED IN MEETING MINUTES. |
| Form 990, Part VI, Line 11b | Form 990, Part VI, Line 11b: Form 990 Review Process | THE FOUNDATION'S VICE PRESIDENT WORKS CLOSELY WITH THE FOUNDATION'S AUDITORS TO PREPARE THE FORM 990 AND REVIEWS THE FINAL DRAFT FOR ACCURACY AND COMPLETENESS. PRIOR TO FILING THE FORM 990, THE VICE PRESIDENT PROVIDES COPIES TO THE DIRECTORS. TO FACILITATE ITS REVIEW, THE VICE PRESIDENT WALKS THROUGH THE FORM 990 FINAL DRAFT AT A BOARD MEETING, HIGHLIGHTING ANY ITEMS OF NOTE OR CHANGES FROM THE PRIOR YEAR AND ADDRESSING ANY QUESTIONS THAT ARISE. |
| Form 990, Part VI, Line 2 | Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | A LIMITED NUMBER OF UNRELATED CURRENT AND FORMER DIRECTORS HAVE BUSINESS RELATIONSHIPS WITH EACH OTHER, SUCH AS SERVING ON COMMON BOARDS AND HAVING OWNERSHIP INTERESTS IN THE SAME BUSINESS ENTITIES. WITH THE EXCEPTION OF STANDARD BUSINESS ACCOUNTS HELD AT LOCAL BANKS, NONE OF THE ENTITIES THROUGH WHICH THESE DIRECTORS HAVE BUSINESS RELATIONSHIPS ENGAGED IN ANY TRANSACTIONS WITH THE FOUNDATION. |
| Form 990, Part III, Line 4d | Form 990, Part III, Line 4d: Other Program Services Description | OTHER PROGRAM SERVICES 4: OTHER PROGRAM SERVICES - IN ADDITION TO FUND ADMINISTRATION, OLD BILL'S FUN RUN, AND COMPETITIVE GRANTS AND SCHOLARSHIPS, THE COMMUNITY FOUNDATION ALSO SUPPORTS LOCAL NONPROFITS BY OFFERING CLASSES ON NONPROFIT MANAGEMENT (E.G. BOARD DEVELOPMENT, GRANT WRITING, SUSTAINABILITY, ETC.), COORDINATING NETWORKING AND INFORMATION SHARING OPPORTUNITIES (E.G. BREAKFAST CLUBS, VOLUNTEERJACKSONHOLE.ORG, AND A NONPROFIT LIST-SERVE) AND PROVIDING TECHNICAL ASSISTANCE AND CONSULTING AS REQUESTED. IN 2012, APPROXIMATELY 200 PARTICIPANTS ATTENDED CLASSES OR WORKSHOPS OFFERED BY THE FOUNDATION, AND 84 ORGANIZATIONS PARTICIPATED IN TWO BREAKFAST CLUB NETWORKING MEETINGS. VOLUNTEER JACKSON HOLE SERVED OVER 400 VOLUNTEERS AND 30 AGENCIES DURING 2012. THE LIST-SERVE IS USED BY APPROXIMATELY 800 SUBSCRIBERS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| NEWTON FOUNDATION | ||||||||||
| PO BOX 14670 | JACKSON | WY | 83002 | 966470560 | SUPPORTING ORGANIZATION - GRANT MAKING | WY | 501(c)(3) | 509(a)(3)-III | N/A | false |
| COMMUNITY FOUNDATION DONOR DIRECTED FUND | ||||||||||
| PO BOX 574 | JACKSON | WY | 83001 | 830313321 | SUPPORTING ORGANIZATION - GRANT MAKING | WY | 501(c)(3) | 509(a)(3)-I | N/A | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| NEWTON FOUNDATION | ||
| c | 1010000 | COST |
| COMMUNITY FOUNDATION DONOR DIRECTED FUND | ||
| o | 693464 | COST |
| COMMUNITY FOUNDATION DONOR DIRECTED FUND | ||
| n | 84196 | COST |
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