2013-05-15T09:41:42-05:00 2012-12-31 010724563 ANTON COLLINS MITCHELL LLP 3545 WEST 12TH STREET SUITE 201 GREELEY CO 80634 990 2012-01-01 841315296 THE COMMUNITY FOUNDATION SERVING GREELEY & WELD COUNTY COMM 9703049970 711 8TH AVENUE GREELEY CO 80631 JUDY KNAPP 9703049970 2013-05-13 1 RANDY WATKINS P00916517 3033521700 2012 2016-02-24 21:20:13Z JUDY KNAPP 711 8TH AVENUE GREELEY CO 80631 2503645 0 X WWW.CFSGWC.ORG X 1995 CO 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. 14 14 3 57 0 0 1061847 1799473 0 0 500070 669831 36396 34341 1598313 2503645 869001 883585 0 0 185057 187522 0 0 36678 149193 154788 1203251 1225895 395062 1277750 11720622 13394340 844886 1003788 10875736 12390552 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. 0 0 705079 641512 THE FOUNDATION ADMINISTERS VARIOUS ENDOWMENTS AND CONTRIBUTIONS EARMARKED FOR SCHOLARSHIPS AND COMMUNITY GRANTS. 242073 242073 THE FOUNDATION ADMINISTERED THE HONOR FLIGHT NORTHERN COLORADO WHICH SUPPORTS LOCAL VETERANS BY HOSTING A TRIP TO WASHINGTON, D.C. 947152 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 24 0 3 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X JUDY KNAPP 9703049970 711 8TH AVENUE GREELEY CO 80631 KAREN BURD 1.00 X X 0 0 0 MIKE PAYNE 1.00 X X 0 0 0 WES GOEHRING 1.00 X X 0 0 0 NICK BERRYMAN 1.00 X X 0 0 0 CHARMAINE COPPOM 1.00 X X 0 0 0 MATT ANDERSON 1.00 X 0 0 0 RANDY BANGERT 1.00 X 0 0 0 BETH BASHOR 1.00 X 0 0 0 HEIDI KLEPPER 1.00 X 0 0 0 LEE KORINS 1.00 X 0 0 0 BILL MEIER 1.00 X 0 0 0 STEPHANIE MCCUNE 1.00 X 0 0 0 TIM ULRICH 1.00 X 0 0 0 ROB WALDO 1.00 X 0 0 0 JUDY KNAPP 40.00 X 79500 0 3749 79500 0 3749 0 0 0 0 0 1799473 550929 1799473 298471 298471 9763 9763 371360 0 371360 371360 371360 OTHER INCOME 900099 14556 14556 ADMINISTRATION FEES 900099 10022 10022 24578 2503645 24578 0 679594 883585 883585 155750 52493 84382 18875 19368 6285 1934 11149 12404 4230 1520 6654 559 559 16213 16213 85670 85670 2585 2585 10819 10819 10090 10090 11676 11676 1130 1130 1428 1428 1342 1342 DONOR DEVELOPMENT 9298 9298 TELEPHONE 2642 2642 UTILITIES 1336 1336 1225895 947152 242065 36678 2689 11686 784161 2608497 12985 15349 28928 28928 24000 22000 0 1762 89471 35471 54442 54000 8591522 10771617 2018796 41800 41800 11720622 13394340 8224 7663 104130 53685 732532 942440 844886 1003788 X 103696 552327 2683635 2578660 8088405 9259565 10875736 12390552 11720622 13394340 X 1277750 294632 -57566 X 0 1 X 1 0 X 1619509 697624 831119 1061847 1799473 6009572 1619509 697624 831119 1061847 1799473 6009572 6009572 335193 305247 290674 303944 308234 1543292 7130 15753 26301 24578 73762 7626626 0.78800 0.73450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26 759461 48620 1963173 1 1 9902734 1085076 888388 349035 2414 258097 11266652 9592178 373686 396921 314748 -29984 175287 9902734 8925082 205597 910580 288939 420 159722 9592178 7918580 180353 1388866 416458 660 145599 8925082 0.82190 0.17810 0 0 53276 53276 36195 35471 724 54000 POOLED ASSET ACCOUNT 2018796 F 2018796 AGENCY FUNDS 858877 ANNUITY OBLIGATION 61563 INTERFUND LOAN 22000 942440 X 2655041 294632 -57566 237066 2417975 85670 85670 2503645 1140225 0 1140225 85670 85670 1225895 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. 1 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 15 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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. X 6437 FAIR MARKET VALUE X 5 538834 FAIR MARKET VALUE X GIFT CARDS 21 2069 FAIR MARKET VALUE X OFFICE SUPPLIES 9 3589 FAIR MARKET VALUE 0 0 0 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: ACTUARIAL CHANGE IN ANNUITIES -4,797. AGENCY FUND REVENUE -52,769.