WELD COMMUNITY FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WELD COMMUNITY FOUNDATION (EIN 84-1315296)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-15
- IRS object ID
- 201341359349301934
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T09:41:42-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010724563 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTON COLLINS MITCHELL LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3545 WEST 12TH STREET SUITE 201 | AddressLine1 |
| City | GREELEY | City |
| State | CO | State |
| ZIP Code | 80634 | 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 | 841315296 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMMUNITY FOUNDATION SERVING GREELEY | BusinessNameLine1 |
| Business Name Line2 | & WELD COUNTY | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COMM | NameControl |
| Phone | 9703049970 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 711 8TH AVENUE | AddressLine1 |
| City | GREELEY | City |
| State | CO | State |
| ZIP Code | 80631 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JUDY KNAPP | Name |
| Title | PRESIDENT | Title |
| Phone | 9703049970 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RANDY WATKINS | Name |
| PTIN | P00916517 | PTIN |
| Phone | 3033521700 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JUDY KNAPP | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 711 8TH AVENUE | AddressLine1 |
| City | GREELEY | City |
| State | CO | State |
| ZIP Code | 80631 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2503645 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CFSGWC.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1995 | YearFormation |
| State Legal Domicile | CO | StateLegalDomicile |
| Activity Or Mission Description | THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY PROMOTES PHILANTHROPY TO BUILD RESOURCES, DEVELOPS PARTNERSHIPS, AND PROVIDES LEADERSHIP THAT WILL BE OF LASTING BENEFIT TO OUR COMMUNITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3 | TotalNbrEmployees |
| Total Nbr Volunteers | 57 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1061847 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1799473 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 500070 | InvestmentIncomePriorYear |
| Investment Income Current Year | 669831 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 36396 | OtherRevenuePriorYear |
| Other Revenue Current Year | 34341 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1598313 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2503645 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 869001 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 883585 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 185057 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 187522 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 36678 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 149193 | OtherExpensePriorYear |
| Other Expenses Current Year | 154788 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1203251 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1225895 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 395062 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1277750 | RevenuesLessExpensesCY |
| Total Assets BOY | 11720622 | TotalAssetsBOY |
| Total Assets EOY | 13394340 | TotalAssetsEOY |
| Total Liabilities BOY | 844886 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1003788 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 10875736 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 12390552 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY PROMOTES PHILANTHROPY TO BUILD RESOURCES, DEVELOPS PARTNERSHIPS, AND PROVIDES LEADERSHIP THAT WILL BE OF LASTING BENEFIT TO OUR COMMUNITIES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 705079 | Expense |
| Grants | 641512 | Grants |
| Description | THE FOUNDATION ADMINISTERS VARIOUS ENDOWMENTS AND CONTRIBUTIONS EARMARKED FOR SCHOLARSHIPS AND COMMUNITY GRANTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 242073 | Expense |
| Grants | 242073 | Grants |
| Description | THE FOUNDATION ADMINISTERED THE HONOR FLIGHT NORTHERN COLORADO WHICH SUPPORTS LOCAL VETERANS BY HOSTING A TRIP TO WASHINGTON, D.C. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 947152 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 24 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 3 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JUDY KNAPP | NamePerson |
| Telephone Number | 9703049970 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 711 8TH AVENUE | AddressLine1 |
| City | GREELEY | City |
| State | CO | State |
| ZIP Code | 80631 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| KAREN BURD | ||||||
| CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 |
| MIKE PAYNE | ||||||
| VICE CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 |
| WES GOEHRING | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| NICK BERRYMAN | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| CHARMAINE COPPOM | ||||||
| PAST CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| MATT ANDERSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RANDY BANGERT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BETH BASHOR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| HEIDI KLEPPER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LEE KORINS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BILL MEIER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| STEPHANIE MCCUNE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TIM ULRICH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROB WALDO | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JUDY KNAPP | ||||||
| PRESIDENT AND CEO | 40.00 | X | 79500 | 0 | 3749 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 79500 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 3749 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 1799473 | AllOtherContributions |
| Noncash Contributions | 550929 | NoncashContributions |
| Total Contributions | 1799473 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 298471 | TotalRevenueColumn |
| Exclusion | $298,471 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9763 | TotalRevenueColumn |
| Exclusion | $9,763 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 371360 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 371360 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 371360 | TotalRevenueColumn |
| Exclusion | $371,360 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| OTHER INCOME | 900099 | 14556 | 14556 |
| ADMINISTRATION FEES | 900099 | 10022 | 10022 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 24578 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2503645 | TotalRevenueColumn |
| Related Or Exempt Function Income | 24578 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $679,594 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 883585 | Total |
| Program Services | 883585 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 155750 | Total |
| Program Services | 52493 | ProgramServices |
| Management And General | 84382 | ManagementAndGeneral |
| Fundraising | 18875 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19368 | Total |
| Program Services | 6285 | ProgramServices |
| Management And General | 1934 | ManagementAndGeneral |
| Fundraising | 11149 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12404 | Total |
| Program Services | 4230 | ProgramServices |
| Management And General | 1520 | ManagementAndGeneral |
| Fundraising | 6654 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 559 | Total |
| Program Services | 559 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16213 | Total |
| Management And General | 16213 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85670 | Total |
| Management And General | 85670 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2585 | Total |
| Management And General | 2585 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10819 | Total |
| Management And General | 10819 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10090 | Total |
| Management And General | 10090 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11676 | Total |
| Management And General | 11676 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1130 | Total |
| Management And General | 1130 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1428 | Total |
| Management And General | 1428 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1342 | Total |
| Management And General | 1342 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| DONOR DEVELOPMENT | 9298 | 9298 |
| TELEPHONE | 2642 | 2642 |
| UTILITIES | 1336 | 1336 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1225895 | Total |
| Program Services | 947152 | ProgramServices |
| Management And General | 242065 | ManagementAndGeneral |
| Fundraising | 36678 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2689 | BOY |
| EOY | 11686 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 784161 | BOY |
| EOY | 2608497 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12985 | BOY |
| EOY | 15349 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28928 | BOY |
| EOY | 28928 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24000 | BOY |
| EOY | 22000 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 1762 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 89471 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 35471 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54442 | BOY |
| EOY | 54000 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 8591522 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10771617 | BOY |
| EOY | 2018796 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41800 | BOY |
| EOY | 41800 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11720622 | BOY |
| EOY | 13394340 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8224 | BOY |
| EOY | 7663 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104130 | BOY |
| EOY | 53685 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 732532 | BOY |
| EOY | 942440 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 844886 | BOY |
| EOY | 1003788 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 103696 | BOY |
| EOY | 552327 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2683635 | BOY |
| EOY | 2578660 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8088405 | BOY |
| EOY | 9259565 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10875736 | BOY |
| EOY | 12390552 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11720622 | BOY |
| EOY | 13394340 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1277750 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 294632 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -57566 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust170b1 Avi | X | CommunityTrust170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1619509 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 697624 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 831119 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1061847 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1799473 | CurrentTaxYear |
| Total | 6009572 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1619509 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 697624 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 831119 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1061847 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1799473 | CurrentTaxYear |
| Total | 6009572 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 6009572 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 335193 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 305247 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 290674 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 303944 | CurrentTaxYearMinus1Year |
| Current Tax Year | 308234 | CurrentTaxYear |
| Total | 1543292 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7130 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus2 Years | 15753 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 26301 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24578 | CurrentTaxYear |
| Total | 73762 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 7626626 | TotalSupport |
| Public Support Pertcentage170 | 0.78800 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.73450 | 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 | 26 | NumberDAFsHeld |
| Donor Advised Contributions | 759461 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 48620 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 1963173 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9902734 | BeginningOfYearBalance |
| Contributions | 1085076 | Contributions |
| Investment Earnings Or Losses | 888388 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 349035 | GrantsOrScholarships |
| Other Expenditures | 2414 | OtherExpenditures |
| Administrative Expenses | 258097 | AdministrativeExpenses |
| End Of Year Balance | 11266652 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9592178 | BeginningOfYearBalance |
| Contributions | 373686 | Contributions |
| Investment Earnings Or Losses | 396921 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 314748 | GrantsOrScholarships |
| Other Expenditures | -29984 | OtherExpenditures |
| Administrative Expenses | 175287 | AdministrativeExpenses |
| End Of Year Balance | 9902734 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8925082 | BeginningOfYearBalance |
| Contributions | 205597 | Contributions |
| Investment Earnings Or Losses | 910580 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 288939 | GrantsOrScholarships |
| Other Expenditures | 420 | OtherExpenditures |
| Administrative Expenses | 159722 | AdministrativeExpenses |
| End Of Year Balance | 9592178 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7918580 | BeginningOfYearBalance |
| Contributions | 180353 | Contributions |
| Investment Earnings Or Losses | 1388866 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 416458 | GrantsOrScholarships |
| Other Expenditures | 660 | OtherExpenditures |
| Administrative Expenses | 145599 | AdministrativeExpenses |
| End Of Year Balance | 8925082 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.82190 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.17810 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 53276 | OtherCostOrOtherBasis |
| Book Value | 53276 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 36195 | OtherCostOrOtherBasis |
| Depreciation | 35471 | Depreciation |
| Book Value | 724 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 54000 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | POOLED ASSET ACCOUNT | Description |
| Book Value | 2018796 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 2018796 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| AGENCY FUNDS | $858,877 |
| ANNUITY OBLIGATION | $61,563 |
| INTERFUND LOAN | $22,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 942440 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 2655041 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 294632 | NetUnrealizedGainsInvestments |
| Other Revenues | -57566 | OtherRevenues |
| Revenue Not Rptd F990 | 237066 | RevenueNotRptdF990 |
| Revenue Subtotal | 2417975 | RevenueSubtotal |
| Investment Expenses Not Included | 85670 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 85670 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2503645 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1140225 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1140225 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 85670 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 85670 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1225895 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE FOUNDATION BELIEVES THAT IT HAS CONDUCTED ITS OPERATIONS IN ACCORDANCE WITH, AND HAS PROPERLY MAINTAINED, ITS TAX EXEMPT STATUS, AND THAT IT HAS TAKEN NO MATERIAL UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL, OR NON-U.S. INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2009. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | ACTUARIAL CHANGE IN ANNUITIES -4,797. INVESTMENT EARNINGS OF AGENCY FUNDS -52,769. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (15 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| A KID'S PLACE | |||||||
| 1610 29TH AVENUE PLACE STE 201 | GREELEY | CO | 80634 | 841469488 | 501(C)(3) | 7000 | OPERATING AND FOSTERING FUTURES |
| BOOK TRUST | |||||||
| 201 LINDEN STREET STE 202 | FORT COLLINS | CO | 80524 | 204124164 | 501(C)(3) | 6530 | EMPOWERING YOUTH OF WELD COUNTY THROUGH LITERACY |
| COLORADO STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 1870 | FORT COLLINS | CO | 80523 | 237098397 | 501(C)(3) | 5000 | CONCEPTS IN COLOR: SMALL-SCALE SUSTAINABLE SCIENCE AT MILLIKEN ELEMENTARY |
| FIRST CONGREGATIONAL CHURCH | |||||||
| 2101 16TH STREET | GREELEY | CO | 80631 | 840419732 | 8150 | CHARITABLE | |
| GOODWILL INDUSTRIES OF DENVER | |||||||
| 6850 FEDERAL BLVD | DENVER | CO | 80221 | 840405513 | 501(C)(3) | 7300 | YOUTH CAREER DEVELOPMENT PROGRAM-GREELEY |
| GREELEY DREAM TEAM INC | |||||||
| 1025 9TH AVENUE STE 336 | GREELEY | CO | 80631 | 841070282 | 501(C)(3) | 6292 | TEEN PARENTING CLASS AND MIDDLE SCHOOL BOYS BOOK CLUB |
| GREELEYWELD SENIOR FOUNDATION INC | |||||||
| PO BOX 336325 | GREELEY | CO | 80633 | 841181424 | 501(C)(3) | 5800 | CHARITABLE |
| LUTHERAN FAMILY SERVICES OF COLORADO | |||||||
| 2032 LOWE STREET STE 200 | GREELEY | CO | 80525 | 840775550 | 501(C)(3) | 5000 | SAFE TOUCH: BODY SAFETY PROGRAM |
| MARION MEDICAL MISSION | |||||||
| 1412 SHAWNEE DRIVE | MARION | IL | 62959 | 371277129 | 501(C)(3) | 7200 | DONATION FOR 18 SHALLOW WATER WELLS IN MALAWI |
| NCMC FOUNDATION | |||||||
| 1801 16TH STREET | GREELEY | CO | 80631 | 840718355 | 501(C)(3) | 18883 | 2012 ENDOWMENT, CONTINUING EDUCATION, AND AED FOR SCHOOL OR REC CENTER |
| SEXUAL ASSAULT VICTIM ADVOCATE CENTER (SAVA) | |||||||
| 331 S MELDRUM STREET | FORT COLLINS | CO | 80521 | 383675536 | 501(C)(3) | 10000 | COMMUNITY COLLABORATION GRANT |
| THE GREELEY TRANSITIONAL HOUSE INC | |||||||
| 1206 10TH STREET | GREELEY | CO | 80631 | 841045958 | 501(C)(3) | 7000 | OPERATING GRANT |
| UNITED WAY OF WELD COUNTY INC | |||||||
| PO BOX 1944 | GREELEY | CO | 80632 | 846011918 | 501(C)(3) | 12750 | CHARITABLE; COLORADO GIVES DAY, RAISING A READER/PROMISES FOR CHILDREN |
| WELD COUNTY SCHOOL DISTRICT 6 | |||||||
| 1025 9TH AVENUE | GREELEY | CO | 80631 | 846002058 | 71668 | CHARITABLE | |
| WELD FOOD BANK | |||||||
| 1108 H STREET | GREELEY | CO | 80631 | 742244826 | 501(C)(3) | 10000 | BACKPACK PROGRAM, COLORADO GIVES DAY, COMMUNITY COLLABORATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 15 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: COMPETITIVE GRANTS: GRANTEES WHO RECEIVE GRANTS THROUGH THE COMMUNITY FOUNDATION'S COMPETITIVE GRANT CYCLES ARE REQUIRED TO COMPLETE A FINAL GRANT REPORT WITHIN 60 DAYS OF THE PROJECT COMPLETION, ALONG WITH A FINAL FINANCIAL REPORT OF HOW THE FUNDS ARE EXPENDED. SCHOLARSHIPS: VERIFICATION OF ENROLLMENT AT HIGHER EDUCATION INSTITUTIONS IS REQUIRED FOR EACH STUDENT RECEIVING A COMMUNITY FOUNDATION SCHOLARSHIP. DONOR ADVISED FUND GRANTS: ORGANIZATIONS RECEIVING GRANTS FROM A DONOR-ADVISED FUND MUST AGREE TO THE TERMS OF THE GRANT. A SIGNED GRANT AGREEMENT MUST BE RETURNED TO THE FOUNDATION BEFORE THE GRANT IS DISTRIBUTED TO THE GRANTEE. | Explanation |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 6437 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 538834 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET 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 | GIFT CARDS | 21 | 2069 | FAIR MARKET VALUE |
| X | OFFICE SUPPLIES | 9 | 3589 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE FORM 990 BEFORE FILING. IN ADDITION, A COPY OF THE FORM 990 IS PROVIDED TO MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY APPLIES TO ALL BOARD MEMBERS, STAFF, COMMITTEES, AND ANY OTHER VOLUNTEERS. IN ANY DECISION-MAKING SESSION, MEMBERS SHALL DISCLOSE ANY POSSIBLE CONFLICTS BEFORE DISCUSSION BEGINS. IN ADDITION, STAFF, WHETHER PAID OR UNPAID, SHALL AVOID ANY CONFLICTS OF INTEREST WITH THE FOUNDATION. NO STAFF SHALL HAVE ANY INTEREST IN ANY ENTITY WHICH DOES BUSINESS WITH THE FOUNDATION WITHOUT THE PRIOR WRITTEN APPROVAL OF THE CHAIR OF THE BOARD, AFTER FULL DISCLOSURE. NO STAFF SHALL HOLD ANY POSITION WITH ANY NOT-FOR-PROFIT ORGANIZATION THAT MAY HAVE BEEN OR MAY BECOME A GRANTEE OF THE FOUNDATION, OR WHICH MAY REASONABLY BE CONSIDERED TO COMPETE FOR FUNDING WITH OTHER NONPROFITS THAT ARE OR MAY BECOME GRANTEES, WITHOUT FULL DISCLOSURE AND PRIOR APPROVAL BY THE CHAIR OF THE BOARD. MEMBERS ARE REQUIRED AT THE BEGINNING OF EACH TERM, APPOINTMENT, OR EMPLOYMENT, TO COMPLETE AND FILE WITH THE FOUNDATION A CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE CODE OF CONDUCT REQUIRES AN ANNUAL UPDATE OF THE CONFLICT OF INTEREST DISCLOSURE STATEMENT. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS' EXECUTIVE COMMITTEE EVALUATES THE PRESIDENT AND KEY EMPLOYEES ANNUALLY AND DETERMINES COMPENSATION. THE FOUNDATION PARTICIPATES IN AN ANNUAL SALARY AND BENEFITS SURVEY WITH THE COUNCIL ON FOUNDATIONS. THE EXECUTIVE BOARD REVIEWED THE PRESIDENT'S SALARY IN DECEMBER 2012. | |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS ARE AVAILABLE ON THE FOUNDATION WEBSITE, AND GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 9: | ACTUARIAL CHANGE IN ANNUITIES -4,797. AGENCY FUND REVENUE -52,769. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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