2011-08-12T09:42:32-07:00 2010-12-31 Bement & Company PC 448 East 400 South Ste 204 Salt Lake City UT 841113015 990 2010-01-01 830308856 COMMUNITY FOUNDATION OF JACKSON HOLE COMM 3077391026 PO BOX 574 JACKSON WY 83001 KAREN COLEMAN 2011-08-12 KENNETH E BEMENT 8015961300 2010 2016-02-24 21:20:13Z 32591189 false false X www.cfjacksonhole.org X 1994 WY 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. 25 25 8 550 0 11484151 14678695 32050 18856 -619202 888356 520 31482 10897519 15617389 12395198 11088065 0 650242 594402 0 52713 538314 621725 13583754 12304192 -2686235 3313197 24850879 28860445 439736 92553 24411143 28767892 X 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. false false 7226332 6693463 10208 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 FOURTEEN YEARS, THE EVENT HAS RAISED ALMOST $75 MILLION FOR LOCAL NONPROFITS. IN 2010, APPROXIMATELY 2,700 DONORS GAVE $7.3 MILLION (INCLUDING INTERFUND GIFTS) TO BENEFIT 189 ORGANIZATIONS. A SIMILAR EVENT, INITIATED BY OUR AFFILIATE IN TETON COUNTY, ID, RAISED AN ADDITIONAL $900,000 FROM OVER 600 DONORS TO BENEFIT 43 ORGANIZATIONS IN TETON VALLEY, ID AND ALTA, WY. 3814488 3480139 FUND ADMINISTRATION - THE COMMUNITY FOUNDATION MANAGES APPROXIMATELY 200 FUNDS DESIGNED TO MAKE PHILANTHROPY EASY AND EFFECTIVE FOR LOCAL DONORS AND TO PROVIDE COST EFFECTIVE ASSET MANAGEMENT FOR LOCAL NONPROFITS. IN 2010, THE FOUNDATION RECEIVED APPROXIMATELY 1,300 GIFTS, TOTALING $9 MILLION, FOR THESE FUNDS AND PROCESSED OVER 850 GRANTS, TOTALING $3.5 MILLION, FROM OUR DONOR ADVISED, DESIGNATED AND OTHER ADVISED FUNDS TO BENEFIT QUALIFIED CHARITIES WORKING IN A VARIETY OF FIELDS THROUGHOUT THE U.S. 1018957 914463 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. THE ECONOMIC RESPONSE INITIATIVE, LAUNCHED IN EARLY 2009 TO MITIGATE THE IMPACT OF THE ECONOMIC DOWNTURN, SUPPORTS LOCAL ORGANIZATIONS WORKING TO MEET CRITICAL HUMAN NEEDS IN THE AREAS OF HUNGER, HOUSING, HEALTH CARE, SAFETY AND UNEMPLOYMENT. IN 2010, THE GRANTS PROGRAMS PROVIDED OVER $700,000 TO 75 LOCAL ORGANIZATIONS TO ADDRESS IMPORTANT ISSUES IN JACKSON HOLE, AND 38 LOCAL STUDENTS RECEIVED $92,000 IN SCHOLARSHIPS TO PURSUE THEIR EDUCATIONAL DREAMS. THE FOUNDATION ALSO OFFERS A YOUTH PHILANTHROPY PROGRAM TO INTRODUCE HIGH SCHOOL STUDENTS TO PHILANTHROPY AND GRANTMAKING. 73129 8648 12132906 true true false false false true false false false true true false false false false false false true false false true true false false false false false true true false false false false false false false false false false false false true false false false false true true true false false true 31 0 true 8 true false false false false false false false false false false false 0 false false false false false false false false false false false X 25 25 true false false false false false false true true false true true true true true true true true true true false false X X KAREN COLEMAN 3077391026 255 EAST SIMPSON ST JACKSON HOLE WY 83001 VERONICA SILBERBERG 0.00 X 0 0 0 TEDD LADD 0.00 X 0 0 0 SHELLEY SIMONTON 2.00 X 0 0 0 RICHARD SPENCER 0.00 X 0 0 0 PETER LAWTON 2.00 X 0 0 0 MERCEDES HUFF 0.00 X 0 0 0 MARGOT SNOWDON 0.00 X 0 0 0 KEN DUNN 0.00 X 0 0 0 KATHARINE CONOVER 50.00 X 135215 0 12659 KARLA TESSLER 0.00 X 0 0 0 KAREN TERRA 2.00 X 0 0 0 KAREN COLEMAN 50.00 X 126698 0 9772 JIM MOSES 0.00 X 0 0 0 JIM AUGE 0.00 X 0 0 0 GRANT LARSON 0.00 X 0 0 0 ERIKA PEARSALL 0.00 X 0 0 0 DICK COLLISTER 0.00 X 0 0 0 DAVID CARLIN 0.00 X 0 0 0 CLAY GEITTMANN 2.00 X 0 0 0 CATHY KEHR 0.00 X 0 0 0 CARRIE KIRKPATRICK 0.00 X 0 0 0 CARINE DUBOIS 0.00 X 0 0 0 BRAD MEAD 0.00 X 0 0 0 BILL WEISS 2.00 X 0 0 0 BILL NEWTON 0.00 X 0 0 0 BILL HOGLUND 0.00 X 0 0 0 ALAN HIRSCHFIELD 0.00 X 0 0 0 261913 22431 2 false false false CAPITAL GUARDIAN 10 SOUTH DEARBORN STREET SUITE 2544 CHICAGO IL 60603 PROFESSIONAL ADVISOR 103261 1 1040188 13638507 4847653 14678695 PROGRAM/REGISTRATION FEES 18856 18856 18856 655474 655474 0 0 630 630 630 630 17206682 16973800 232882 232882 232882 0 0 0 OTHER INCOME 30852 30852 30852 15617389 282590 656104 10908435 10908435 100000 100000 79630 79630 0 284344 236005 39809 8530 0 223116 185187 31235 6694 0 49924 41437 6989 1498 37018 30725 5182 1111 0 175 175 20063 20063 0 0 122449 122449 0 114646 100855 13791 8448 7082 1125 241 0 0 67196 55773 9407 2016 0 0 45835 43153 2350 332 0 0 13141 10907 1840 394 16541 12377 3894 270 TELEPHONE 17098 15620 1217 261 PROJECT EXPENSES 30384 30384 Printing and Publications 27005 23379 2986 640 MISCELLANEOUS 42065 24329 2465 15271 CONSULTING SERVICES 58872 54654 3474 744 37807 30462 6425 920 12304192 12132906 118573 52713 X 0 3171588 3127173 230000 240000 1715 447 0 0 0 0 4800 4800 199296 122329 80209 76967 20788968 24818582 180000 270515 0 0 393599 321961 24850879 28860445 111185 83463 328551 9090 439736 92553 X 24181143 28527892 230000 240000 24411143 28767892 24850879 28860445 X 3313197 1043552 X false true true X false false X 13724475 13884475 14558167 11516201 14728403 68411721 0 0 13724475 13884475 14558167 11516201 14728403 68411721 10259852 58151869 775315 713664 1208314 629380 655474 3982147 0 0 72393868 0.80330 0.78450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 100 8 6292814 291826 2122589 283089 15503646 491184 true true 9475996 611814 1057822 157156 122948 10865528 7146327 809731 1753982 128700 105344 9475996 9488572 115553 -2061874 286365 109559 7146327 1.00000 false false false 97019 48144 48875 102277 74185 28092 76967 102.52 UNITS EDJ 90515 C 15617389 12304192 3313197 1043552 1043552 4356749 15987805 832140 20209 852349 15135456 481933 481933 15617389 12205841 54001 54001 12151840 152352 152352 12304192 Part XIII, Line 4b Part XIII, Line 4b: Other revenue amounts included on 990 but not included in F/S AGENCY ENDOWMENT / DD GRANTS $140500 AGENCY ENDOWMENT / DD OTHER EXPENSES $11852 Part XIII, Line 2d Part XIII, Line 2d: Other expenses and losses per audited F/S DONOR DIRECTED/ADMIN GRANTS $53900 DONOR DIRECTED/ADMIN INVESTMENT EXPENSE $101 Part XII, Line 4b Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S AGENCY ENDOWMENT / DD CONTRIBUTIONS $438762 AGENCY ENDOWMENT / DD DIVIDENDS $47959 AGENCY ENDOWMENT / DD INTEREST $48 AGENCY ENDOWMENT / DD REALIZED GAIN/LOSS $-4836 Part XII, Line 2d Part XII, Line 2d: Other revenue amounts included in F/S but not included on form 990 DONOR DIRECTED/ADMIN FUND INTEREST/GAINS $481 DONOR DIRECTED / DONOR ADM CONTRIBUTIONS $10173 AGENCY ENDOWMENT / DD ADMIN FEE $9555 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. true SUB-SAHARAN AFRICA 0 0 GRANTS 79630 79630 79630 SUB-SAHARAN AFR LAND&MINSTRY 54630 WIRE TRNSFR SUB-SAHARAN AFR GENERAL SUPPORT 25000 WIRE TRNSFR 2 false false false false false false Grantmaker's Description of How Grants are Used in Foreign Country 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. true SEE CONTINUATION SHEET SCH I-1 VARIOUS VARIOUS WY 83001 10128831 0 1 0 STUDENT SCHOLARSHIPS FOR COLLEGES AND UNIVERSITIES 36 82200 STUDENT SCHLRSHPS-SUMMER PR 1 1200 STUDENT SCHLRSHPS-PRFSL LICENS 1 8600 INDIVIDUAL ACHIEVEMENT AWARDS 9 8000 Grantmaker's Description of How Grants are Used 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. X 42 4757138 FMV DAY RECVD X 1 90515 FMV DAY RECVD X 27 NOMINAL VALUE X SUPPLIES/EQUIP 87 NOMINAL VALUE false true false Part I, Line 33, Revenues Not Reported 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. 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 11 Form 990, Part VI, Line 11: 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 2010, NEARLY 200 PARTICIPANTS ATTENDED CLASSES OR WORKSHOPS OFFERED BY THE FOUNDATION, AND 40 ORGANIZATIONS PARTICIPATED IN THREE DIFFERENT BREAKFAST CLUB NETWORKING MEETINGS. VOLUNTEER JACKSON HOLE SERVED OVER 232 VOLUNTEERS AND 35 AGENCIES DURING 2010. THE LIST-SERVE IS USED BY APPROXIMATELY 600 SUBSCRIBERS. 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 false WEST HILL FOUNDATION FOR NATURE INC PO BOX 1530 WILSON WY 83014 582471703 SUPPORTING ORGANIZATION - GRANT MAKING WY 501(c)(3) 509(a)(3)-I N/A false THE HUFF FOUNDATION PO BOX 274 WILSON WY 83014 800010886 SUPPORTING ORGANIZATION - GRANT MAKING WY 501(c)(3) 509(a)(3)-I N/A false false false true false false false false false false false false false true true false false false false NEWTON FOUNDATION c 1000000 CASH VALUE COMMUNITY FOUNDATION DONOR DIRECTED FUND n 594403 COST COMMUNITY FOUNDATION DONOR DIRECTED FUND m 75644 COST