UNIVERSITY OF NORTHERN COLORADO FOUNDATION INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: UNIVERSITY OF NORTHERN COLORADO FOUNDATION INC (EIN 84-6044833)
Tax period: 2023-07-01 to 2024-06-30
Filed: 2025-03-03
IRS object ID: 202510629349301041
Schema version: 2023v6.0
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 I
Schedule J
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-03-03T15:48:37-06:00	ReturnTs
Tax Period End	2024-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	331498605	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PLANTE & MORAN PLLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	8181 E TUFTS AVE SUITE 600	AddressLine1Txt
City	DENVER	CityNm
State Abbreviation	CO	StateAbbreviationCd
ZIP	80237	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	846044833	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	UNIVERSITY OF NORTHERN COLORADO	BusinessNameLine1Txt
Business Name Line2	FOUNDATION	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	UNIV	BusinessNameControlTxt
Phone	9703512034	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	JUDY FARR CENTER 1620 RESERVOIR RD	AddressLine1Txt
City	GREELEY	CityNm
State Abbreviation	CO	StateAbbreviationCd
ZIP	80631	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ANDY FEINSTEIN	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	9703512034	PhoneNum
Signature	2025-02-28	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	RYAN C HARRIS	PreparerPersonNm
PTIN	P00614618	PTIN
Phone	3037409400	PhoneNum
Preparation	2025-02-26	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	ANDY FEINSTEIN	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1620 RESERVOIR ROAD	AddressLine1Txt
City	GREELEY	CityNm
State Abbreviation	CO	StateAbbreviationCd
ZIP	80631	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$77,309,102	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.UNCFOUNDATION.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1966	FormationYr
Legal Domicile State	CO	LegalDomicileStateCd
Activity Or Mission	TO SUPPORT THE UNIVERSITY OF NORTHERN COLORADO.	ActivityOrMissionDesc
Voting Members Governing Body	7	VotingMembersGoverningBodyCnt
Voting Members Independent	7	VotingMembersIndependentCnt
Total Employee	5	TotalEmployeeCnt
Total Volunteers	11	TotalVolunteersCnt
Total Gross UBI	-$189,734	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$9,793,578	PYContributionsGrantsAmt
CY Contributions Grants	$30,910,864	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$3,996,856	PYInvestmentIncomeAmt
CY Investment Income	$10,424,391	CYInvestmentIncomeAmt
PY Other Revenue	$632,431	PYOtherRevenueAmt
CY Other Revenue	$253,644	CYOtherRevenueAmt
PY Total Revenue	$14,422,865	PYTotalRevenueAmt
CY Total Revenue	$41,588,899	CYTotalRevenueAmt
PY Grants And Similar Paid	$14,233,335	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$14,572,825	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$618,731	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$571,768	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$727,970	PYOtherExpensesAmt
CY Other Expenses	$954,405	CYOtherExpensesAmt
PY Total Expenses	$15,580,036	PYTotalExpensesAmt
CY Total Expenses	$16,098,998	CYTotalExpensesAmt
PY Revenues Less Expenses	-$1,157,171	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$25,489,901	CYRevenuesLessExpensesAmt
Total Assets BOY	$162,050,863	TotalAssetsBOYAmt
Total Assets EOY	$194,862,644	TotalAssetsEOYAmt
Total Liabilities BOY	$1,555,344	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,613,814	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$160,495,519	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$193,248,830	NetAssetsOrFundBalancesEOYAmt
Mission	THE FOUNDATION IS ENTRUSTED TO PROVIDE SUPPORT AND STEWARD DONATIONS FOR THE UNIVERSITY OF NORTHERN COLORADO.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$14,572,825	ExpenseAmt
Grant	$14,572,825	GrantAmt
Revenue	$112,525	RevenueAmt
Desc	THE FOUNDATION TRANSFERRED APPROXIMATELY $14,500,000 TO UNC DURING THE YEAR. MANY STUDENTS WHO COULD NOT AFFORD COLLEGE WERE OTHERWISE ABLE TO ATTEND BECAUSE OF THE $7,600,000 IN SCHOLARSHIP SUPPORT GIVEN TO UNC BY THE FOUNDATION. THE REMAINING $6,900,000 WENT TO CAPITAL PROJECTS AND PROGRAMS THAT PROVIDE RESEARCH, INNOVATION, TECHNOLOGY, AND OTHER SUPPORT THAT ADVANCE THE QUALITY OF EDUCATION AT UNC.	Desc
Total Program Service Expenses	$14,572,825	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	Yes (1)	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	9	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	5	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	7	GoverningBodyVotingMembersCnt
Independent Voting Member	7	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ANDY FEINSTEIN	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	9703512034	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1620 RESERVOIR ROAD	AddressLine1Txt
City	GREELEY	CityNm
State Abbreviation	CO	StateAbbreviationCd
ZIP	80631	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
MIKE KIRBY
TREASURER	1.00	Yes (X)	Yes (X)	$0	$0	$0
MARY ANN LITTLER
CHAIR	1.00	Yes (X)	Yes (X)	$0	$0	$0
DEBBIE MISEGADIS
SECRETARY	1.00	Yes (X)	Yes (X)	$0	$0	$0
LISA HORN
BOARD DIRECTOR	1.00	Yes (X)		$0	$0	$0
BRIAN DAVIDSON
BOARD DIRECTOR	1.00	Yes (X)		$0	$0	$0
KATHLEEN SEARS
BOARD DIRECTOR	1.00	Yes (X)		$0	$0	$0
JOHN EDWARDS
VICE CHAIR	1.00	Yes (X)	Yes (X)	$0	$0	$0
PAT VARNEY
BOARD DIRECTOR	1.00	Yes (X)		$0	$0	$0
TONY TROXELL
PRESIDENT	40.00		Yes (X)	$187,397	$0	$33,196
EILEEN ERICKSON
CONTROLLER	40.00			$113,204	$0	$26,040	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$300,601	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$59,236	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	2	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	INNOVEST PORTFOLIO SOLUTIONS LLC	BusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	7979 EAST TUFTS AVENUE SUITE 1700	AddressLine1Txt
City	DENVER	CityNm
State Abbreviation	CO	StateAbbreviationCd
ZIP	80237	ZIPCd

Field	Value	IRS element (for citing)
Services	INVESTMENT CONSULTING	ServicesDesc
Compensation	$109,326	CompensationAmt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1	CntrctRcvdGreaterThan100KCnt
Government Grants	$435,531	GovernmentGrantsAmt
All Other Contributions	$30,475,333	AllOtherContributionsAmt
Noncash Contributions	$69,907	NoncashContributionsAmt
Total Contributions	$30,910,864	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,664,319	TotalRevenueColumnAmt
Exclusion	$3,664,319	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$327,093	TotalRevenueColumnAmt
Exclusion	$327,093	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$42,480,275	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$35,720,203	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$6,760,072	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,760,072	TotalRevenueColumnAmt
Exclusion	$6,760,072	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	ExclusionExclusionAmt
EVENT REGISTRATION FEE	611710	$108,136	$108,136
MANAGEMENT FEES	611710	$4,389	$4,389
TAX REFUND	900099	$3,760		$3,760

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$189,734	TotalRevenueColumnAmt
Unrelated Business Revenue	-$189,734	UnrelatedBusinessRevenueAmt

Field	Value	IRS element (for citing)
Other Revenue Total	-$73,449	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$41,588,899	TotalRevenueColumnAmt
Related Or Exempt Func Income	$112,525	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$189,734	UnrelatedBusinessRevenueAmt
Exclusion	$10,755,244	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$14,572,825	TotalAmt
Program Services	$14,572,825	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$220,593	TotalAmt
Management And General	$220,593	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$257,056	TotalAmt
Management And General	$257,056	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$7,283	TotalAmt
Management And General	$7,283	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$55,445	TotalAmt
Management And General	$55,445	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$31,391	TotalAmt
Management And General	$31,391	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$117,695	TotalAmt
Management And General	$117,695	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$61,928	TotalAmt
Management And General	$61,928	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$580,408	TotalAmt
Management And General	$580,408	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$102,766	TotalAmt
Management And General	$102,766	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$9,170	TotalAmt
Management And General	$9,170	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$36,138	TotalAmt
Management And General	$36,138	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$18,950	TotalAmt
Management And General	$18,950	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$2,145	TotalAmt
Management And General	$2,145	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$1,650	TotalAmt
Management And General	$1,650	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$34,636	TotalAmt
Management And General	$34,636	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$14,249	TotalAmt
Management And General	$14,249	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Management And GeneralManagementAndGeneralAmt
BANK & CREDIT CARD FEES	$33,025	$33,025
DUES & MEMBERSHIPS	$9,657	$9,657
BOARD ADMINISTRATION	$4,278	$4,278

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	-$72,290	TotalAmt
Management And General	-$72,290	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$16,098,998	TotalAmt
Program Services	$14,572,825	ProgramServicesAmt
Management And General	$1,526,173	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$1,711,493	BOYAmt
EOY	$1,001,086	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$6,526,810	BOYAmt
EOY	$26,680,686	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$48,218	BOYAmt
EOY	$13,009	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,330,671	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$634,669	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$730,638	BOYAmt
EOY	$696,002	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$96,205,060	BOYAmt
EOY	$108,986,437	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$48,353,343	BOYAmt
EOY	$45,669,135	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$8,475,301	BOYAmt
EOY	$11,816,289	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$162,050,863	BOYAmt
EOY	$194,862,644	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$1,009,507	BOYAmt
EOY	$1,080,503	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$450,587	BOYAmt
EOY	$437,726	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$95,250	BOYAmt
EOY	$95,585	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,555,344	BOYAmt
EOY	$1,613,814	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$15,712,771	BOYAmt
EOY	$18,311,391	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$144,782,748	BOYAmt
EOY	$174,937,439	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$160,495,519	BOYAmt
EOY	$193,248,830	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$162,050,863	BOYAmt
EOY	$194,862,644	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$25,489,901	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$4,421,135	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$2,842,275	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$13,367,851	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$7,088,542	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$12,985,317	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$9,793,578	CurrentTaxYearMinus1YearAmt
Current Tax Year	$30,910,864	CurrentTaxYearAmt
Total	$74,146,152	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$13,367,851	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$7,088,542	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$12,985,317	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$9,793,578	CurrentTaxYearMinus1YearAmt
Current Tax Year	$30,910,864	CurrentTaxYearAmt
Total	$74,146,152	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$33,691,507	SubstantialContributorsTotAmt
Public Support Total170	$40,454,645	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,884,960	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,198,270	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,705,272	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,503,447	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,991,412	CurrentTaxYearAmt
Total	$18,283,361	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	$17,805	CurrentTaxYearMinus2YearsAmt
Total	$17,805	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year	$3,760	CurrentTaxYearAmt
Total	$3,760	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$92,451,078	TotalSupportAmt
Gross Receipts Rltd Activities	$686,240	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.43760	PublicSupportCY170Pct
Public Support PY170	0.55880	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:	FormAndLineReferenceDesc
Explanation	OTHER INCOME - 2023 AMOUNT: $ 3,760.	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

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)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Agent Trustee Etc	0	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	Yes (1)	InclEscrowCustodialAcctLiabInd
Explanation Provided	Yes (X)	ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$111,905,314	BeginningYearBalanceAmt
Contributions	$2,157,070	ContributionsAmt
Investment Earnings Or Losses	$9,267,680	InvestmentEarningsOrLossesAmt
Other Expenditures	$3,950,407	OtherExpendituresAmt
End Year Balance	$119,379,657	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$100,559,073	BeginningYearBalanceAmt
Contributions	$3,119,953	ContributionsAmt
Investment Earnings Or Losses	$11,577,636	InvestmentEarningsOrLossesAmt
Other Expenditures	$3,351,348	OtherExpendituresAmt
End Year Balance	$111,905,314	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$113,168,865	BeginningYearBalanceAmt
Contributions	$4,501,211	ContributionsAmt
Investment Earnings Or Losses	-$7,986,554	InvestmentEarningsOrLossesAmt
Other Expenditures	$9,124,449	OtherExpendituresAmt
End Year Balance	$100,559,073	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$88,101,516	BeginningYearBalanceAmt
Contributions	$4,981,194	ContributionsAmt
Investment Earnings Or Losses	$23,785,687	InvestmentEarningsOrLossesAmt
Other Expenditures	$3,699,532	OtherExpendituresAmt
End Year Balance	$113,168,865	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$89,775,496	BeginningYearBalanceAmt
Contributions	$1,124,426	ContributionsAmt
Investment Earnings Or Losses	$444,834	InvestmentEarningsOrLossesAmt
Other Expenditures	$3,243,240	OtherExpendituresAmt
End Year Balance	$88,101,516	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.01078	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.90719	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.08203	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,310,556	OtherCostOrOtherBasisAmt
Depreciation	$614,554	DepreciationAmt
Book Value	$696,002	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$20,115	OtherCostOrOtherBasisAmt
Depreciation	$20,115	DepreciationAmt
Book Value	$0	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$696,002	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
ALTERNATIVE INVESTMENTS	$14,670,154	F
PRIVATE EQUITY	$16,728,851	F
REAL ESTATE	$3,438,896	F
LIMITED PARTNERSHIPS	$1,000,000	F
ILLIQUID CREDIT	$9,831,234	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$45,669,135	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDesc	Book ValueBookValueAmt
OTHER ASSETS	$3,135
ACCRUED INTEREST	$127,020
CSV - LIFE INSURANCE POLICIES	$107,193
BENEFICIAL INTEREST IN LONG-TERM TRUSTS HELD BY OTHERS	$11,578,941

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$11,816,289	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	OBLIGATIONS UNDER GIFT ANNUITY	Desc
Amt	$95,585	Amt

Field	Value	IRS element (for citing)
Total Liability	$95,585	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$48,484,652	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$4,421,135	NetUnrealizedGainsInvstAmt
Other Revenue	$2,755,966	OtherRevenueAmt
Revenue Not Reported	$7,177,101	RevenueNotReportedAmt
Revenue Subtotal	$41,307,551	RevenueSubtotalAmt
Investment Expenses Not Incld	$471,082	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	-$189,734	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$281,348	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$41,588,899	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$15,731,341	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$103,425	OtherExpensesIncludedAmt
Expenses Not Reported	$103,425	ExpensesNotReportedAmt
Expenses Subtotal	$15,627,916	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$471,082	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$471,082	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$16,098,998	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART IV, LINE 2B:	THE FOUNDATION MANAGES FUNDS HELD ON BEHALF OF THE UNIVERSITY OF NORTHERN COLORADO.
PART V, LINE 4:	ENDOWMENTS ARE INTENDED TO PROVIDE FUNDING FOR SCHOLARSHIPS AND PROGRAM SUPPORT INCLUDING, BUT NOT LIMITED TO, SUPPLEMENTAL SALARY SUPPORT FOR FACULTY, RESEARCH, LIBRARIES, AND ACADEMIC AFFAIRS.
PART X, LINE 2:	THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION AND IS EXEMPT FROM TAX UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3). ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF JUNE 30, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES 2,755,966.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	UBI FROM PARTNERSHIPS -189,734.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	PROVISION FOR UNCOLLECTIBLE PLEDGES 103,425.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	UNIVERSITY OF NORTHERN COLORADO	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	501 20TH STREET	AddressLine1Txt
City	GREELEY	CityNm
State Abbreviation	CO	StateAbbreviationCd
ZIP	80639	ZIPCd

Field	Value	IRS element (for citing)
Recipient EIN	846000546	RecipientEIN
IRC Section	STATE OF CO	IRCSectionDesc
Cash Grant	$14,552,525	CashGrantAmt
Non Cash Assistance	$20,300	NonCashAssistanceAmt
Valuation Method Used	FMV	ValuationMethodUsedDesc
Non Cash Assistance	WORKS OF ART, CLOTHING, MUSICAL INSTRUMENTS, ATHLETIC EQUIPMENT	NonCashAssistanceDesc
Purpose Of Grant	TO PROMOTE THE GENERAL WELFARE, DEVELOPMENT, GROWTH, AND WELL-BEING OF UNC	PurposeOfGrantTxt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	SCHEDULE I, PART I, LINE 2: IN COLLABORATION AND COORDINATION WITH THE UNIVERSITY, THE ORGANIZATION UTILIZES TECHNOLOGY SYSTEMS, REVIEW PROCEDURES, AND APPROVAL PROCESSES, REVIEW PROCEDURES TO ADMINISTER UTILIZATION OF FUNDS RELATED TO PROGRAMS AND SCHOLARSHIPS THAT COMPRISE THIS SUPPORT TO THE UNIVERSITY.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	TONY TROXELL	PersonNm
Title	PRESIDENT	TitleTxt
Base Compensation Filing Org	$178,897	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$0	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$8,500	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$5,176	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$28,020	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$220,593	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$0	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 7	FormAndLineReferenceDesc
Explanation	TONY TROXELL RECEIVED A DISCRETIONARY BONUS OF $8,500 THAT WAS AWARDED BY THE BOARD OF DIRECTORS.	ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$1,500	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$500	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	6	ContributionCnt
Noncash Contributions Rpt F990	$49,607	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	SCHEELS IN-STORE CREDIT	1	$10,000	FMV
Yes (X)	MUSICAL INSTRUMENTS	2	$8,000	FMV
Yes (X)	EQUIPMENT	1	$300	FMV

Field	Value	IRS element (for citing)
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1A	THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS CONSISTS OF THE ELECTED OFFICERS (CHAIR, VICE-CHAIR, SECRETARY, AND TREASURER) PLUS THE CHAIR OF THE INVESTMENT COMMITTEE AND THE CHAIR OF THE AUDIT-FINANCE COMMITTEE. THE BOARD CHAIR SERVES AS CHAIR OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE HAS ALL OF THE POWER AND AUTHORITY OF THE BOARD OF DIRECTORS BETWEEN MEETINGS OF THE BOARD EXCEPT AS PROHIBITED BY LAW.
FORM 990, PART VI, SECTION B, LINE 11B	THE FOUNDATION UTILIZES THE EXPERTISE OF A CPA FIRM IN THE PREPARATION OF FORM 990 AND FORM 990-T. COMPLETED FORMS ARE REVIEWED BY MANAGEMENT AND THE AUDIT AND FINANCE COMMITTEE WITH THE CPA FIRM PRIOR TO FILING. THE FORM 990 WAS MADE AVAILABLE TO THE FULL BOARD PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C	THE FOUNDATION REQUIRES ALL INTERESTED PERSONS SUCH AS DIRECTORS, OFFICERS OR MEMBERS OF A COMMITTEE WITH BOARD-DELEGATED POWERS WHO HAVE A DIRECT OR INDIRECT FINANCIAL INTEREST TO SIGN A CONFLICT OF INTEREST POLICY EVERY YEAR.
FORM 990, PART VI, SECTION B, LINE 15A	THE BOARD OF DIRECTORS ESTABLISHED A COMPENSATION DECISION GUIDE TO ANNUALLY REVIEW AND APPROVE THE COMPENSATION OF THE FOUNDATION'S OFFICERS AND KEY FOUNDATION STAFF. TO REVIEW, PROPOSE, AND APPROVE COMPENSATION, THE BOARD WILL UTILIZE INFORMATION, INCLUDING OFFICER AND STAFF PERFORMANCE AGAINST GOALS, TOTAL COMPENSATION, PEER AND MARKET COMPENSATION SURVEYS, FOUNDATION FINANCIAL PERFORMANCE AND CAPACITY, AND OTHER INFORMATION AS DEEMED NECESSARY. FOR THE PRESIDENT'S POSITION, THEY COMPARED TO OTHER LIKE-SIZED INSTITUTIONALLY RELATED FOUNDATIONS, THE COLORADO NON-PROFIT SALARY SURVEY, AND MOUNTAIN STATES EMPLOYER'S COUNCIL SURVEY. DELIBERATION AND DECISION FOR DETERMINING COMPENSATION IS DOCUMENTED IN THE RECORDS OF THE EXECUTIVE SESSION OF THE FOUNDATION'S BOARD OF DIRECTORS. THE FOUNDATION DID NOT HAVE ANY OTHER KEY EMPLOYEES.
FORM 990, PART VI, SECTION C, LINE 19	THE FOUNDATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH THEIR OWN WEBSITE AND UPON REQUEST. THE FOUNDATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC.
FORM 990, PART XI, LINE 9:	UBI FROM PARTNERSHIPS 189,734. CHANGE IN VALUE OF CHARITABLE REMAINDER INTERESTS 2,755,966. UNCOLLECTIBLE PLEDGES -103,425.