BOHEMIAN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BOHEMIAN FOUNDATION (EIN 84-1605993)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202543149349100439
- Schema version
- 2024v5.0
- 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-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T17:25:05-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 462321192 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ONESEVEN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 148 REMINGTON ST STE 100 | AddressLine1Txt |
| City | FORT COLLINS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80524 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841605993 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOHEMIAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOHE | BusinessNameControlTxt |
| Phone | 9702212636 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 262 E MOUNTAIN AVE | AddressLine1Txt |
| City | FORT COLLINS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80524 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHERYL A ZIMLICH | PersonNm |
| Person Title | PRES/CEO/SEC | PersonTitleTxt |
| Signature | 2025-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATHEW MALINE | PreparerPersonNm |
| PTIN | P00797001 | PTIN |
| Phone | 9704306944 | PhoneNum |
| Preparation | 2025-11-10 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $177,967,267 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6,657,729 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,657,729 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,875,453 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,875,453 | DividendsNetInvstIncmAmt |
| Other Income Rev And Expnss | $26,661 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $26,661 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,559,843 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,559,843 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $284,729 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $284,729 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $956,298 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $956,298 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $316,422 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $316,422 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,015 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $8,486 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,529 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,500 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $25,944 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,460 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $22,484 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $219,994 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,368 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $22,684 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $10,993 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $6,725 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $6,725 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $31,523 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $31,523 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $327,988 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,185 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $320,804 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,209,822 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,992 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,940,514 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,791,972 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,791,972 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,001,794 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,992 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,732,486 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,441,951 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,507,851 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $105,701 | CashBOYAmt |
| Cash EOY | $208,997 | CashEOYAmt |
| Cash EOYFMV | $208,997 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $178,985,315 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $53,880,170 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $53,880,170 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $691,654 | AcctRcvblAmt |
| Acct Rcvbl BOY | $336,273 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $691,654 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $691,654 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $6,660,413 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $6,295,430 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $6,660,413 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $6,660,413 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Bonds EOY | $113,670,641 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $113,670,641 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,121,019 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,292,640 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,099,355 | LandBOYAmt |
| Land EOY | $2,828,379 | LandEOYAmt |
| Land EOYFMV | $2,828,379 | LandEOYFMVAmt |
| Other Assets BOY | $19,238 | OtherAssetsBOYAmt |
| Other Assets EOY | $27,013 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $27,013 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $187,841,312 | TotalAssetsBOYAmt |
| Total Assets EOY | $177,967,267 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $177,967,267 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $910,231 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $478,473 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $1,980 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,980 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $912,211 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $480,453 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $186,929,101 | RetainedEarningBOYAmt |
| Retained Earning EOY | $177,486,814 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $186,929,101 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $177,486,814 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $187,841,312 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $177,967,267 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $186,929,101 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,441,951 | ExcessRevenueOverExpensesAmt |
| Subtotal | $177,487,150 | SubtotalAmt |
| Other Decreases | $336 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $177,486,814 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $118,259 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $118,259 | SubtotalAmt |
| Tax Based On Investment Income | $118,259 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $120,318 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $150,318 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $220 | EsPenaltyAmt |
| Overpayment | $31,839 | OverpaymentAmt |
| Applied To ES Tax | $31,839 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BOHEMIANFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | WENDY BANKS | IndividualWithBooksNm |
| Phone | 9702212636 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 262 E MOUNTAIN AVE | AddressLine1Txt |
| City | FORT COLLINS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80524 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PAT STRYKER | ||||||||
| 262 E MOUNTAIN AVE | FORT COLLINS | CO | 80524 | CHAIR | 2.00 | $0 | $0 | $0 |
| JOSEPH C ZIMLICH | ||||||||
| 262 E MOUNTAIN AVE | FORT COLLINS | CO | 80524 | VICE CHAIR | 2.00 | $0 | $0 | $0 |
| CHERYL A ZIMLICH | ||||||||
| 262 E MOUNTAIN AVE | FORT COLLINS | CO | 80524 | PRES/CEO/SEC | 20.00 | $195,000 | $17,431 | $0 |
| WENDY BANKS | ||||||||
| 262 E MOUNTAIN AVE | FORT COLLINS | CO | 80524 | CFO | 20.00 | $89,729 | $5,546 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JESSIE CRABB | ||||||||
| 262 E MOUNTAIN AVE | FORT COLLINS | CO | 80524 | BOH FUND MGR | 40.00 | $103,005 | $15,484 | $3,250 |
| KIMBERLY LEHMAN | ||||||||
| 262 E MOUNTAIN AVE | FORT COLLINS | CO | 80524 | GRANTS MGR | 40.00 | $92,655 | $21,318 | $3,206 |
| JOHN BRYCE MERRILL | ||||||||
| 262 E MOUNTAIN AVE | FORT COLLINS | CO | 80524 | MUSICPRGDIR | 20.00 | $91,312 | $10,424 | $7,052 |
| HANNAH CASEY | ||||||||
| 262 E MOUNTAIN AVE | FORT COLLINS | CO | 80524 | GLOBALPRGMGR | 40.00 | $79,036 | $18,521 | |
| LAURA VALDEZ | ||||||||
| 262 E MOUNTAIN AVE | FORT COLLINS | CO | 80524 | COMM PRG DIR | 40.00 | $81,981 | $2,797 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 8 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Business Name Line2BusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|
| EPS GROUP INC | ||||||
| 301 NORTH HOWES STREET SUITE 100 | FORT COLLINS | CO | 80521 | ENGINEERING | $178,204 | |
| BROWNSTEIN HYATT FARBER & SCHRECK | ||||||
| 675 15TH STREET SUITE 2900 | DENVER | CO | 80202 | LEGAL | $50,694 | LLP |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GIVE NEXT GIVE NEXT IS A PROGRAM THAT TEACHES STUDENTS ABOUT NONPROFITS AND PHILANTHROPY BY EMPOWERING THEM TO DESIGN AND MANAGE THEIR OWN GRANTMAKING PROCESS. EACH PARTICIPATING SCHOOL RECEIVES 5,000 FROM LOCAL DONORS TO AWARD TO LARIMER COUNTY NONPROFITS. OVER THE SCHOOL YEAR, STUDENTS IDENTIFY COMMUNITY NEEDS, SELECT A FOCUS, RESEARCH ORGANIZATIONS, AND DISTRIBUTE FUNDING TO CHOSEN NONPROFITS. | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ELEVATION COMMUNITY LAND TRUST PROGRAM RELATED INVESTMENT | Description1Txt |
| Expenses1 | $550,000 | Expenses1Amt |
| Description2 | UNITED NEIGHBORS/VECINOS UNIDOS PROGRAM RELATED INVESTMENT | Description2Txt |
| Expenses2 | $200,000 | Expenses2Amt |
| Total | $750,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $105,547,280 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,986,605 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,546,827 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $181,080,712 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $181,080,712 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,716,211 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $178,364,501 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,918,225 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,918,225 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $118,259 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $118,259 | TotalTaxAmt |
| Distributable Before Adj | $8,799,966 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $385,017 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,184,983 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,184,983 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,732,486 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $750,000 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $434,721 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $18,917,207 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,184,983 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $22,350,431 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $31,346,238 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $16,292,218 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $21,660,055 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,033,763 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $103,682,705 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,917,207 | QualifyingDistributionsAmt |
| Applied To Current Year | $9,184,983 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,732,224 | RemainingDistriFromCorpusAmt |
| Total Corpus | $113,414,929 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $22,350,431 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $91,064,498 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $31,346,238 | ExcessFromYear4Amt |
| Excess From Year3 | $16,292,218 | ExcessFromYear3Amt |
| Excess From Year2 | $21,660,055 | ExcessFromYear2Amt |
| Excess From Year1 | $12,033,763 | ExcessFromYear1Amt |
| Excess From Current Year | $9,732,224 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PAT STRYKER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BOHEMIAN FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 262 E MOUNTAIN AVE | AddressLine1Txt |
| City | FORT COLLINS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80524 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9702212636 | RecipientPhoneNum |
| Form And Info And Materials | BOHEMIAN FOUNDATION'S RESPONSIVE GRANT APPLICATIONS ARE ACCESSED THROUGH AN ONLINE GRANTEE PORTAL, AVAILABLE ON OUR WEBSITE. REQUIRED ATTACHMENTS MAY INCLUDE FINANCIAL INFORMATION AND A LIST OF BOARD OF DIRECTORS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DEADLINES VARY ANNUALLY AND ARE POSTED ON BOHEMIAN FOUNDATION'S WEBSITE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | BOHEMIAN FUND APPLICANTS MUST BE A 501(C)(3) ORGANIZATION OR GOVERNMENTAL UNIT (AS DEFINED IN SECTION 170(C)(1) OF THE INTERNAL REVENUE CODE). SOME EXCLUSIONS APPLY. GOVERNMENTAL ENTITIES THAT DO NOT FURTHER A CHARITABLE PURPOSE, FISCALLY SPONSORED PROGRAMS, FAITH-BASED ORGANIZATIONS REQUIRING FAITH-BASED PROGRAMMING PARTICIPATION, PRIVATE SCHOOLS, PRIVATE FOUNDATIONS, AND TYPE III NON-FUNCTIONALLY-INTEGRATED SUPPORTING ORGANIZATIONS ARE INELIGIBLE TO APPLY TO BOHEMIAN FUND. COMMUNITY EVENT FUND APPLICANTS MUST BE A 501(C)(3) PUBLIC CHARITY NONPROFIT ORGANIZATION. PRIVATE FOUNDATIONS AND FISCAL SPONSORSHIP PROGRAMS ARE INELIGIBLE TO APPLY TO COMMUNITY EVENT FUND. APPLICANTS MUST PROVIDE SERVICES WITHIN POUDRE SCHOOL DISTRICT BOUNDARY. MUSIC EVENT FUND ELIGIBLE APPLICANTS MUST BE NONPROFIT 501(C)(3) PUBLIC CHARITY ORGANIZATIONS, EVENTS MUST OCCUR IN LARIMER AND WELD COUNTIES AND POPULAR CONTEMPORARY MUSIC MUST BE AN INTEGRAL COMPONENT OF THE EVENT. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED STATEMENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS | AddressLine1Txt |
| City | FORT COLLINS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80524 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | VARIOUS | GrantOrContributionPurposeTxt |
| Amt | $15,791,972 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,791,972 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED STATEMENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS | AddressLine1Txt |
| City | FORT COLLINS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80524 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | VARIOUS | GrantOrContributionPurposeTxt |
| Amt | $6,112,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $6,112,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,657,729 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,875,453 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| NORTH COLLEGE INCOME | 16 | $26,660 |
| TRIOS RENT REVENUE | 1 | $1 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,559,843 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,559,843 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,500 | Amt |
| Net Investment Income | $7,500 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (33 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| XEROX DOCUMATE 272 SCANNE | 2008-02-25 | $1,076 | $1,076 | 200DB | 5.0000 | ||
| TRIOS EXHIBITS | 2012-09-01 | $2,100,000 | $2,100,000 | 200DB | 5.0000 | ||
| MACBOOK PRO | 2014-04-07 | $2,698 | $2,698 | 200DB | 5.0000 | ||
| FLUXX DISCOVERY SOFTWARE | 2015-07-01 | $3,825 | $3,825 | 200DB | 3.0000 | ||
| FLUXX | 2015-02-19 | $26,000 | $26,000 | 200DB | 3.0000 | ||
| FLUXX EXPENSES (TONY) | 2015-07-01 | $1,150 | $1,150 | 200DB | 3.0000 | ||
| FLUXX DISCOVERY EXEC 2 | 2015-08-01 | $13,000 | $13,000 | 200DB | 5.0000 | ||
| MURPHY CENTER - BLDG | 2015-12-17 | $123,022 | $25,422 | S/L | 39.0000 | $3,154 | |
| MURPHY CENTER - LAND | 2015-12-17 | $30,805 | |||||
| FLUXX DISCOVERY EXEC 3 | 2016-03-30 | $13,000 | $13,000 | 200DB | 3.0000 | ||
| TREE INSTALLATION | 2016-08-31 | $3,950 | $3,075 | 150DB | 15.0000 | $117 | |
| BUILDING IMPROVEMENTS | 2016-10-01 | $18,098 | $3,345 | S/L | 39.0000 | $464 | |
| 10X10 SHED | 2017-04-04 | $10,145 | $7,599 | 150DB | 15.0000 | $300 | |
| 6 FT PRIVACY FENCE | 2017-09-11 | $2,990 | $2,239 | 150DB | 15.0000 | $88 | |
| ASPHALT IMPROVEMENTS | 2017-09-11 | $3,748 | $2,807 | 150DB | 15.0000 | $111 | |
| 3 XCELERATOR HAND DRYERS | 2017-12-20 | $2,750 | $2,750 | 200DB | 7.0000 | ||
| FIRM ALARM SYSTEM | 2018-08-21 | $6,423 | $885 | S/L | 39.0000 | $165 | |
| COPY MACHINE | 2018-12-17 | $5,995 | $5,995 | 200DB | 7.0000 | ||
| 2015 ASSET MISSING FROM TAX | 2015-07-01 | $198 | $198 | ||||
| STRENGTHENING COMMUNITY ART | 2019-07-01 | $1,432 | $1,432 | 200DB | 7.0000 | ||
| MURPHY CENTER DOUBLE DOOR | 2019-12-14 | $17,720 | $1,836 | S/L | 39.0000 | $455 | |
| 1311 N. COLLEGE LAND | 2019-05-06 | $1,333,709 | |||||
| 1311 N. COLLEGE BUILDING | 2019-05-06 | $428,707 | $50,840 | S/L | 39.0000 | $10,993 | $10,993 |
| FLUXX DISCOVERY SOFTWARE | 2015-07-01 | $4,175 | $4,175 | S/L | 3.0000 | ||
| MC SECURITY CAMERAS | 2023-03-10 | $5,218 | $745 | 200DB | 7.0000 | $1,278 | |
| MC HVAC REPLACEMENT | 2023-07-01 | $6,138 | $72 | S/L | 39.0000 | $158 | |
| 1311 NC LAND IMPROVEMENTS | 2023-12-31 | $172,723 | 15.0000 | ||||
| MC BATHROOM RENEVATION | 2024-12-30 | $460,584 | S/L | 39.0000 | $492 | ||
| 1311 NC LAND IMPROVEMENTS | 2024-12-31 | $325,916 | 15.0000 | ||||
| WEBSITE DEVELOPMENT | 2010-07-01 | $56,975 | $51,277 | S/L | 15.0000 | $3,799 | |
| WEBSITE DEVELOPMENT | 2015-04-08 | $4,250 | $2,479 | S/L | 15.0000 | $283 | |
| WEBSITE DEVELOPMENT | 2015-04-09 | $2,250 | $1,313 | S/L | 15.0000 | $150 | |
| WEBSITE DEVELOPMENT | 2015-06-01 | $10,144 | $5,804 | S/L | 15.0000 | $677 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Business Name Line2BusinessName/BusinessNameLine2Txt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Purpose Of GrantPurposeOfGrantTxt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|
| FORT TOWN INC | ||||||||
| DOWNTOWN BUSINESS ASSOCIATION | 19 OLD TOWN SQUARE STE 230 | FORT COLLINS | CO | 80524 | 2014 MUSIC SPONSORSHIP OF THREE FREE PUBLIC EVENTS | NO | 10/30/2014 | NO MISAPPROPRIATION OF FUNDS. PROGRAMS WERE A SUCESS. |
| LITTLE KIDS ROCK INC | ||||||||
| 271 GROVE AVENUE | VERONA | NJ | 07044 | AMP UP NYC | NO | 3/27/2014 AND 4/21/2015 | NO MISAPPROPRIATION OF FUNDS. PROGRAM SUCCESSFUL. | |
| SERIMUS OPERATING FOUNDATION | ||||||||
| 148 REMINGTON STREET | FORT COLLINS | CO | 80524 | SERIMUS EARLY MUSIC PROGRAM | NO | 2/19/2015 | NO MISAPPROPRIATION OF FUNDS. PROGRAM SUCCESSFUL. | |
| COMMUNITY FOUNDATION OF N COLORADO | ||||||||
| 4745 WHEATON DRIVE SUITE 100 | FORT COLLINS | CO | 80525 | HOMEWARD 2020 PROGRAM | NO | 12/16/2014 | NO MISAPPROPRIATION OF FUNDS. PROGRAM SUCCESSFUL. | |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | US FIXED INCOME | BondNm |
| EOY Book Value | $113,670,641 | EOYBookValueAmt |
| EOYFMV | $113,670,641 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDINGS AND PPE | $3,783,360 | $2,292,640 | $1,490,720 | $1,490,720 |
| LAND | $1,337,659 | $1,337,659 | $1,337,659 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,015 | LegalFeesAmt |
| Net Investment Income | $8,486 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,529 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTERCOMPANY A/R | $988 | ||
| PREPAID EXPENSES | $15,000 | $15,000 | $15,000 |
| AMORTIZABLE ASSETS | $77,794 | $77,794 | $77,794 |
| ACCUMULATED AMORTIZATION | -$74,544 | -$65,781 | -$65,781 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $336 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| ADVERTISING | $8,607 | $8,607 | |
| DUES AND SUBSCRIPTIONS | $41,098 | $41,098 | |
| EDUCATION | $20,273 | $20,273 | |
| INSURANCE | $22,727 | $21,300 | $1,427 |
| INVESTMENT FEES | $5,718 | $5,718 | |
| IT EXPENSES | $83,835 | $83,835 | |
| MURPHY CENTER OPERATIONS | $68,987 | $68,987 | |
| OFFICE EXPENSES | $9,556 | $9,517 | $40 |
| PROGRAM DEVELOPMENT | $13,939 | $13,939 | |
| RECRUITING EXPENSES | $1,967 | $1,967 | |
| SPECIAL INITIATIVES | $51,281 | $51,281 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NORTH COLLEGE INCOME | $26,660 | $26,660 |
| TRIOS RENT REVENUE | $1 | $1 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS | Desc |
| BOY Book Value | $1,980 | BOYBookValueAmt |
| EOY Book Value | $1,980 | EOYBookValueAmt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp (5 entries)
| Balance DueBalanceDueAmt |
|---|
| COLORADO ENTERPRISE FUND |
| $2,000,000 |
| THE FAMILY CENTER |
| $540,430 |
| ELEVATION COMMUNITY LAND TRUST |
| $550,000 |
| UNITED NEIGHBORSVECINOS UNIDOS |
| $3,019,983 |
| NATIONAL TRUST FOR LOCAL NEWS |
| $550,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $25,944 | Amt |
| Net Investment Income | $3,460 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $22,484 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES AND FEES | CategoryTxt |
| Amt | $219,994 | Amt |
| Net Investment Income | $14,368 | NetInvestmentIncomeAmt |