LION GLOBAL FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LION GLOBAL FOUNDATION (EIN 68-0561084)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-06-09
- IRS object ID
- 202201609349301300
- Schema version
- 2021v4.2
- 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 G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-09T10:42:04-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 841255164 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KUNDINGER CORDER & ENGLE PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 LINCOLN ST SUITE 200 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680561084 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LION GLOBAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LION | BusinessNameControlTxt |
| Phone | 3037495100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4350 S MONACO ST | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80237 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARRIE DELIMA | PersonNm |
| Person Title | CFO/SECRETARY | PersonTitleTxt |
| Phone | 3035652403 | PhoneNum |
| Signature | 2022-06-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CARRIE | PersonFirstNm |
| Person Last | DELIMA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN R CORDER | PreparerPersonNm |
| PTIN | P01363943 | PTIN |
| Phone | 3035345953 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIZEL INSTITUTE MIZEL MUSEUM THE COUNTERTERRORISM | BusinessNameLine1Txt |
| Business Name Line2 | EDUCATION LEARNING LAB (CELL) | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CARRIE DELIMA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4350 S MONACO ST | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,399,832 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MIZELINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2003 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | LION GLOBAL FOUNDATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE (INCLUDING WITHOUT LIMITATION, CIVIC AND CULTURAL), RELIGIOUS, SCIENTIFIC AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 20 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,731,561 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,099,002 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $168,471 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $155,701 | CYProgramServiceRevenueAmt |
| PY Investment Income | $433,900 | PYInvestmentIncomeAmt |
| CY Investment Income | $455,131 | CYInvestmentIncomeAmt |
| PY Other Revenue | $38,257 | PYOtherRevenueAmt |
| CY Other Revenue | $36,851 | CYOtherRevenueAmt |
| PY Total Revenue | $8,372,189 | PYTotalRevenueAmt |
| CY Total Revenue | $3,746,685 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $15,480 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,356,043 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,350,017 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $264,616 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,123,523 | PYOtherExpensesAmt |
| CY Other Expenses | $1,170,421 | CYOtherExpensesAmt |
| PY Total Expenses | $2,480,566 | PYTotalExpensesAmt |
| CY Total Expenses | $2,535,918 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,891,623 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,210,767 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $27,670,557 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,512,235 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $311,117 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $519,580 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $27,359,440 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $29,992,655 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | LION GLOBAL FOUNDATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE (INCLUDING WITHOUT LIMITATION, CIVIC AND CULTURAL), RELIGIOUS, SCIENTIFIC AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MIZEL INSTITUTE'S MISSION IS TO DEVELOP A MORE EDUCATED, CONSCIENTIOUS AND EMPOWERED COMMUNITY. IT ACHIEVES ITS MISSION THROUGH DYNAMIC CULTURAL AND EDUCATIONAL PROGRAMMING AT THE MIZEL MUSEUM AND THE COUNTERTERRORISM EDUCATION LEARNING LAB. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,645,829 | ExpenseAmt |
| Grant | $15,480 | GrantAmt |
| Revenue | $157,534 | RevenueAmt |
| Desc | CULTURAL AND EDUCATIONAL TOURS, PROGRAMS, AND SPECIAL EVENTS - SERVING YOUTH THROUGH SENIORS. ESTIMATED NUMBER OF USERS 100,000 ANNUALLY. | Desc |
| Total Program Service Expenses | $1,645,829 | 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 | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 20 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARRIE DELIMA CO CVENTURES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3035652403 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4350 S MONACO ST | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80237 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| LARRY A MIZEL | ||||||
| CHAIRMAN, DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES LUSTIG | ||||||
| TREASURER, DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ARLENE HIRSCHFELD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL POLLAK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANNE HILLARY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL BURG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| COURTNEY MIZEL | ||||||
| VICE PRESIDENT, DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RICHARD SAPKIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW MILLER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WALTER ISENBERG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BLAIR RICHARDSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HERB BUCHWALD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID MANDARICH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID COHEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN IKARD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID ENGLEBERG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CARRIE DELIMA | ||||||
| SECRETARY | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MELANIE PEARLMAN | ||||||
| PRESIDENT/CEO | 40.00 | $288,307 | $0 | $17,896 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $288,307 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $17,896 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CREATIVE TECHNOLOGY GROUP INC | |||||
| 14000 ARMINTA STREET | PANORAMA CITY | CA | 91402 | EXHIBIT REDESIGN | $174,834 |
| CORRUPTIVE MEDIA | |||||
| 10710 AYRES AVENUE | LOS ANGELES | CA | 90064 | EXHIBIT REDESIGN | $173,757 |
| BROWNSTEIN HYATT FARBER SCHRECK LLP | |||||
| PO BOX 172168 | DENVER | CO | 80217 | LEGAL | $134,109 |
| CVENTURES INC | |||||
| 4350 S MONACO ST STE 500 | DENVER | CO | 80237 | ACCOUNTING | $116,495 |
| CONTEMPORARY PRODUCTIONS LLC | |||||
| 190 CARONDELET PLAZA STE 1111 | ST LOUIS | MO | 63105 | ENTERTAINMENT | $111,318 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $2,339,174 | FundraisingAmt |
| Related Organizations | $200,000 | RelatedOrganizationsAmt |
| Government Grants | $501,848 | GovernmentGrantsAmt |
| All Other Contributions | $57,980 | AllOtherContributionsAmt |
| Noncash Contributions | $5,935 | NoncashContributionsAmt |
| Total Contributions | $3,099,002 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUCATION PROGRAMS | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $155,701 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $155,701 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $155,701 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $468,699 | TotalRevenueColumnAmt |
| Exclusion | $468,699 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $41,739 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $55,307 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$13,568 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$13,568 | TotalRevenueColumnAmt |
| Exclusion | -$13,568 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $597,840 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,339,174 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $597,840 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| OTHER INVESTMENT INCOM | 900099 | $35,018 | $35,018 | |
| OTHER INCOME | 900099 | $1,833 | $1,833 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $36,851 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,746,685 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $157,534 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $490,149 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,480 | TotalAmt |
| Program Services | $15,480 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,980 | TotalAmt |
| Program Services | $176,418 | ProgramServicesAmt |
| Management And General | $73,508 | ManagementAndGeneralAmt |
| Fundraising | $15,054 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $897,693 | TotalAmt |
| Program Services | $601,090 | ProgramServicesAmt |
| Management And General | $223,606 | ManagementAndGeneralAmt |
| Fundraising | $72,997 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,050 | TotalAmt |
| Program Services | $19,739 | ProgramServicesAmt |
| Management And General | $7,893 | ManagementAndGeneralAmt |
| Fundraising | $2,418 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,432 | TotalAmt |
| Program Services | $55,853 | ProgramServicesAmt |
| Management And General | $20,532 | ManagementAndGeneralAmt |
| Fundraising | $2,047 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,862 | TotalAmt |
| Program Services | $53,201 | ProgramServicesAmt |
| Management And General | $20,364 | ManagementAndGeneralAmt |
| Fundraising | $5,297 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,859 | TotalAmt |
| Program Services | $99,087 | ProgramServicesAmt |
| Fundraising | $24,772 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,639 | TotalAmt |
| Management And General | $123,639 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,395 | TotalAmt |
| Program Services | $159,962 | ProgramServicesAmt |
| Management And General | $43,995 | ManagementAndGeneralAmt |
| Fundraising | $2,438 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,665 | TotalAmt |
| Management And General | $16,922 | ManagementAndGeneralAmt |
| Fundraising | $1,743 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,964 | TotalAmt |
| Program Services | $1,473 | ProgramServicesAmt |
| Management And General | $371 | ManagementAndGeneralAmt |
| Fundraising | $120 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,407 | TotalAmt |
| Program Services | $20,469 | ProgramServicesAmt |
| Management And General | $20,469 | ManagementAndGeneralAmt |
| Fundraising | $20,469 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,156 | TotalAmt |
| Program Services | $141,398 | ProgramServicesAmt |
| Management And General | $25,788 | ManagementAndGeneralAmt |
| Fundraising | $6,970 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,330 | TotalAmt |
| Program Services | $7,860 | ProgramServicesAmt |
| Management And General | $3,160 | ManagementAndGeneralAmt |
| Fundraising | $1,310 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,170 | TotalAmt |
| Program Services | $1,170 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$12 | TotalAmt |
| Management And General | -$12 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,126 | TotalAmt |
| Program Services | $102,051 | ProgramServicesAmt |
| Management And General | $4,609 | ManagementAndGeneralAmt |
| Fundraising | $1,466 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,555 | TotalAmt |
| Program Services | $37,124 | ProgramServicesAmt |
| Management And General | $8,438 | ManagementAndGeneralAmt |
| Fundraising | $993 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UBTI TAX EXPENSE | -$4,409 | -$4,409 | ||
| PHOTOGRAPHY AND VIDEOGR | $68,422 | $32,248 | $36,174 | |
| PRINTING AND PUBLICATIO | $51,624 | $12,762 | $84 | $38,778 |
| SMALL EQUIPMENT | $35,863 | $3,749 | $31,176 | $938 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,667 | TotalAmt |
| Program Services | $89,946 | ProgramServicesAmt |
| Management And General | $20,089 | ManagementAndGeneralAmt |
| Fundraising | $30,632 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,535,918 | TotalAmt |
| Program Services | $1,645,829 | ProgramServicesAmt |
| Management And General | $625,473 | ManagementAndGeneralAmt |
| Fundraising | $264,616 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,145 | BOYAmt |
| EOY | $134,829 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,588,479 | BOYAmt |
| EOY | $7,151,351 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,122,952 | BOYAmt |
| EOY | $2,297,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,782 | BOYAmt |
| EOY | $33,650 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,765 | BOYAmt |
| EOY | $86,378 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,146,101 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,485,156 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,196,827 | BOYAmt |
| EOY | $6,660,945 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,598,764 | BOYAmt |
| EOY | $7,698,892 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,727,749 | BOYAmt |
| EOY | $6,238,482 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,094 | BOYAmt |
| EOY | $210,708 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,670,557 | BOYAmt |
| EOY | $30,512,235 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,442 | BOYAmt |
| EOY | $106,358 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,748 | BOYAmt |
| EOY | $332,534 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,927 | BOYAmt |
| EOY | $80,688 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,117 | BOYAmt |
| EOY | $519,580 | 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 | $18,858,171 | BOYAmt |
| EOY | $23,269,540 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,501,269 | BOYAmt |
| EOY | $6,723,115 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,359,440 | BOYAmt |
| EOY | $29,992,655 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,670,557 | BOYAmt |
| EOY | $30,512,235 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,210,767 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,422,448 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | 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 | $2,585,115 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,919,628 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,232,842 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,731,561 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,099,002 | CurrentTaxYearAmt |
| Total | $19,568,148 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,585,115 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,919,628 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,232,842 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,731,561 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,099,002 | CurrentTaxYearAmt |
| Total | $19,568,148 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $19,568,148 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $254,495 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $538,247 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $400,668 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $464,335 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $503,717 | CurrentTaxYearAmt |
| Total | $2,161,462 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,449 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,047 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $275 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,493 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,833 | CurrentTaxYearAmt |
| Total | $7,097 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $21,736,707 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,356,679 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.90020 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91400 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,272,870 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $450,245 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $210,694 | OtherExpendituresAmt |
| End Year Balance | $4,512,421 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,048,215 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $428,054 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $203,399 | OtherExpendituresAmt |
| End Year Balance | $4,272,870 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,694,525 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $556,970 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $203,280 | OtherExpendituresAmt |
| End Year Balance | $4,048,215 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,197,652 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$293,476 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $209,651 | OtherExpendituresAmt |
| End Year Balance | $3,694,525 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,863,402 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $544,592 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $210,342 | OtherExpendituresAmt |
| End Year Balance | $4,197,652 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,529,173 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,210,325 | DepreciationAmt |
| Book Value | $2,318,848 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $45,245 | OtherCostOrOtherBasisAmt |
| Depreciation | $30,877 | DepreciationAmt |
| Book Value | $14,368 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $58,050 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,454 | DepreciationAmt |
| Book Value | $30,596 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,513,633 | OtherCostOrOtherBasisAmt |
| Depreciation | $216,500 | DepreciationAmt |
| Book Value | $4,297,133 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,660,945 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| FARM VENTURES I | $595,439 | F |
| ROSE ENDOWMENT CHALLENGE | $4,512,421 | F |
| TDR ASSOCIATES | $1,867 | F |
| BCWG LLC | $58,150 | F |
| TIBURON OPPORTUNITY FUND LP | $1,070,605 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $6,238,482 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PAYABLES | Desc |
| Amt | $80,688 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $80,688 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $5,169,133 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,422,448 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,422,448 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,746,685 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,746,685 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,535,918 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,535,918 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,535,918 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE FOUNDATION'S COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS, ARE NOT RECOGNIZED AS ASSETS IN THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. |
| PART III, LINE 4: | ARTISTIC AND CULTURAL COLLECTIONS - DIVERSITY OF MEDIUMS AND CONTENT ECHOES THE FOUNDATION'S MISSION OF MULTICULTURAL DIALOGUE AND TOLERANCE. |
| PART V, LINE 4: | THE ENDOWMENT FUNDS SHALL BE USED TO PROVIDE GENERAL OPERATING SUPPORT FOR THE FOUNDATION. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL DINNER GALA | Event1Nm |
| Gross Receipts Event1 | $2,937,014 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $2,339,174 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $597,840 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $255,951 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $120,553 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $167,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $53,836 | OtherDirectExpensesEvent1Amt |
| Event2 | NONE | Event2Nm |
| Gross Receipts Total | $2,937,014 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,339,174 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $597,840 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $255,951 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $120,553 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $167,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $53,836 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $597,840 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AUSTIN COMMUNITY FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4315 GUADALUPE ST SUITE 300 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78751 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 741934031 | RecipientEIN |
| Cash Grant | $10,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | GENERAL OPERATING SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 | MELANIE PEARLMAN | PersonNm |
| Title | PRESIDENT/CEO | TitleTxt |
| Base Compensation Filing Org | $248,307 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $40,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $11,600 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $6,296 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $306,203 | 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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | COMPENSATION OF THE FOUNDATION'S EXECUTIVE DIRECTOR, MS. PEARLMAN, IS REVIEWED AND APPROVED BY INDEPENDENT BOARD MEMBERS OF THE FOUNDATION. COMPENSATION IS DETERMINED BY REVIEW OF KEY EMPLOYEE COMPENSATION OF COMPARABLE NONPROFITS. DETAILS REGARDING THE COMPENSATION ARRANGEMENTS ARE DOCUMENTED AND MAINTAINED BY THE FOUNDATION. |
| PART I, LINE 7 | THE FOUNDATION'S EXECUTIVE DIRECTOR, MS. PEARLMAN, WAS PAID A BONUS THAT WAS REVIEWED AND APPROVED BY INDEPENDENT BOARD MEMBERS OF THE FOUNDATION. DETAILS OF THE BONUS ARE DOCUMENTED AND MAINTAINED BY THE FOUNDATION. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CVENTURES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | CORPORATION CONTROLLED BY OFFICER/DIRECTOR OF THE FOUNDATION | RelationshipDescriptionTxt |
| Transaction | $116,495 | TransactionAmt |
| Transaction | CVENTURES, INC PROVIDED ACCOUNTING, CONSULTING, PAYROLL AND ADMINISTRATIVE FUNCTIONS FOR THE FOUNDATION. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | TWO OF THE BOARD MEMBERS/OFFICERS ARE FATHER AND DAUGHTER. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED IN DETAIL BY THE SECRETARY. THE FORM 990 IS THEN DISTRIBUTED TO THE CHAIRMAN OF THE BOARD OF DIRECTORS FOR REVIEW. AFTER REVIEW BY THE CHAIRMAN, THE FORM 990 IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF THE FOUNDATION'S EXECUTIVE DIRECTOR, MS. PEARLMAN, IS REVIEWED AND APPROVED BY INDEPENDENT BOARD MEMBERS OF THE FOUNDATION. COMPENSATION IS DETERMINED BY REVIEW OF KEY EMPLOYEE COMPENSATION OF COMPARABLE NONPROFITS. DETAILS REGARDING THE COMPENSATION ARRANGEMENTS ARE DOCUMENTED AND MAINTAINED BY THE FOUNDATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | LION GLOBAL FOUNDATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FARM VENTURES I LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4350 S MONACO ST | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 840732740 | EIN |
| Primary Activities | INVESTMENT IN RAW LAND | PrimaryActivitiesTxt |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Total Income | $995 | TotalIncomeAmt |
| End Of Year Assets | $595,439 | EndOfYearAssetsAmt |
| Direct Controlling NA | N/A | DirectControllingNACd |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MDCRICHMOND AMERICAN HOMES FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4350 S MONACO ST | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841561013 | EIN |
| Primary Activities | NONPROFIT - SUPPORTING ORGANIZATION | PrimaryActivitiesTxt |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| FARM VENTURES I LLC | ||
| B | $2,435 | CASH |
| MDCRICHMOND AMERICAN HOMES FOUNDATION | ||
| C | $250,000 | CASH |