COLORADO SCHOOL OF MINES FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- COLORADO SCHOOL OF MINES FOUNDATION (EIN 84-0509064)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-01-21
- IRS object ID
- 201420219349300207
- Schema version
- 2012v2.1
- 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 C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-01-21T09:46:44-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461497033 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EKS&H LLLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7979 E TUFTS AVENUE SUITE 400 | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 802372843 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 840509064 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLORADO SCHOOL OF MINES FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COLO | NameControl |
| Phone | 3032733143 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4005 | AddressLine1 |
| City | GOLDEN | City |
| State | CO | State |
| ZIP Code | 80401 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LINDA LANDRUM | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 3032733143 | Phone |
| Date Signed | 2014-01-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DORI J EGGETT | Name |
| PTIN | P00645252 | PTIN |
| Phone | 3037409400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LINDA LANDRUM | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4005 | AddressLine1 |
| City | GOLDEN | City |
| State | CO | State |
| ZIP Code | 80401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 94439214 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1951 | YearFormation |
| State Legal Domicile | CO | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE FINANCIAL RESOURCE DEVELOPMENT AND SUPPORT TO THE COLORADO SCHOOL OF MINES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 89 | TotalNbrEmployees |
| Total Nbr Volunteers | 137 | TotalNbrVolunteers |
| Total Gross UBI | -736187 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -870328 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 31146313 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 26073906 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1800000 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 5112821 | InvestmentIncomePriorYear |
| Investment Income Current Year | 8681235 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -125137 | OtherRevenuePriorYear |
| Other Revenue Current Year | -442411 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 36133997 | TotalRevenuePriorYear |
| Total Revenue Current Year | 36112730 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 17132295 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 16791662 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2844721 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3318358 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 95000 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 65497 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3632747 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1885783 | OtherExpensePriorYear |
| Other Expenses Current Year | 2173883 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 21957799 | TotalExpensesPriorYear |
| Total Expenses Current Year | 22349400 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 14176198 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 13763330 | RevenuesLessExpensesCY |
| Total Assets BOY | 241355627 | TotalAssetsBOY |
| Total Assets EOY | 278816738 | TotalAssetsEOY |
| Total Liabilities BOY | 26303196 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 33312620 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 215052431 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 245504118 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE COLORADO SCHOOL OF MINES FOUNDATION, INC. IS A NONPROFIT ORGANIZATION PROVIDING FINANCIAL RESOURCE DEVELOPMENT AND SUPPORT TO THE COLORADO SCHOOL OF MINES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 17059682 | Expense |
| Grants | 16791662 | Grants |
| Revenue | 1800000 | Revenue |
| Description | PROVIDE FINANCIAL SUPPORT TO THE COLORADO SCHOOL OF MINESAND ITS VARIOUS DEPARTMENTS. | Description |
| Total Program Service Expense | 17059682 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 13 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 89 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDA LANDRUM CO CSMF | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3032733143 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4005 | AddressLine1 |
| City | GOLDEN | City |
| State | CO | State |
| ZIP Code | 80401 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| F STEVEN MOONEY | |||||||
| AT LARGE | 1.00 | X | 0 | 0 | 0 | ||
| HUGH E HARVEY | |||||||
| AT LARGE | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM A PRESTON | |||||||
| AT LARGE | 1.00 | X | 0 | 0 | 0 | ||
| DAVID J WAGNER | |||||||
| PRESIDENT & CHAIR | 1.00 | X | 0 | 0 | 0 | X | |
| PATRICK M JAMES | |||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X | |
| TERRANCE G TSCHATSCHULA | |||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X | |
| MARSHALL C CROUCH III | |||||||
| VICE CHAIR | 1.00 | X | 0 | 0 | 0 | X | |
| LINDA M LANDRUM | |||||||
| EXECUTIVE DIRECTOR | 40.00 | 167136 | 0 | 19599 | X | ||
| BRIAN L WINKELBAUER | |||||||
| EXECUTIVE VP | 40.00 | 167798 | 0 | 19844 | X | ||
| CHRISTOPHER WENGER | |||||||
| SENIOR DIRECTOR | 40.00 | 145554 | 0 | 5385 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 480488 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 44828 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| AMERICAN CAPITOL GROUP | |||||
| 101 CONSTITUTION AVE 525 EAST | WASHINGTON | DC | 20001 | LOBBY SERVICES | 144285 |
| MONTICELLO ASSOCIATES | |||||
| 1800 LARIMER ST SUITE 2100 | DENVER | CO | 80202 | INVESTMENT CONSULTING | 125000 |
| COLORADO LEGISLATIVE SERVICES | |||||
| 1410 GRANT ST D110 | DENVER | CO | 80203 | LOBBY SERVICES | 107462 |
| GARROW COMPANY | |||||
| 6419 SOUTH GARFIELD AVENUE | WILLOWBROOK | IL | 60527 | CONSULTING | 105171 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| All Other Contributions | 26073906 | AllOtherContributions |
| Noncash Contributions | 5213496 | NoncashContributions |
| Total Contributions | 26073906 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEVELOPMENT FEE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 1800000 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1800000 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1800000 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1599457 | TotalRevenueColumn |
| Exclusion | $1,599,457 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16862 | TotalRevenueColumn |
| Exclusion | $16,862 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 65408262 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 58326484 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7081778 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7081778 | TotalRevenueColumn |
| Exclusion | $7,081,778 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| ADMINISTRATION FEES | 523000 | 270717 | 270717 | |
| OTHER INCOME/LOSS | 900099 | 6197 | 6197 | |
| UNRELATED BUS. LOSS | 523000 | -736187 | -736187 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -459273 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 36112730 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2076914 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -736187 | UnrelatedBusinessRevenue |
| Exclusion | $8,698,097 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16791662 | Total |
| Program Services | 16791662 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 413390 | Total |
| Management And General | 202635 | ManagementAndGeneral |
| Fundraising | 210755 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2412363 | Total |
| Management And General | 289586 | ManagementAndGeneral |
| Fundraising | 2122777 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112873 | Total |
| Management And General | 15137 | ManagementAndGeneral |
| Fundraising | 97736 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 168768 | Total |
| Program Services | 10000 | ProgramServices |
| Management And General | 27144 | ManagementAndGeneral |
| Fundraising | 131624 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 210964 | Total |
| Management And General | 34120 | ManagementAndGeneral |
| Fundraising | 176844 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25519 | Total |
| Management And General | 22953 | ManagementAndGeneral |
| Fundraising | 2566 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16115 | Total |
| Management And General | 15371 | ManagementAndGeneral |
| Fundraising | 744 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54688 | Total |
| Management And General | 54688 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 253118 | Total |
| Program Services | 253118 | ProgramServices |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65497 | Total |
| Fundraising | 65497 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 929385 | Total |
| Management And General | 929385 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5750 | Total |
| Fundraising | 5750 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 147831 | Total |
| Fundraising | 147831 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 200696 | Total |
| Management And General | 27405 | ManagementAndGeneral |
| Fundraising | 173291 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54890 | Total |
| Fundraising | 54890 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 159008 | Total |
| Program Services | 4902 | ProgramServices |
| Management And General | 3077 | ManagementAndGeneral |
| Fundraising | 151029 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10565 | Total |
| Management And General | 495 | ManagementAndGeneral |
| Fundraising | 10070 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27175 | Total |
| Management And General | 17175 | ManagementAndGeneral |
| Fundraising | 10000 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|
| MEETINGS AND EVENTS | 192930 | 8593 | 184337 |
| PREMIUMS | 32674 | 32674 | |
| RESEARCH MATERIAL | 13435 | 260 | 13175 |
| RELOCATION/RECRUITING | 12523 | 500 | 12023 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37581 | Total |
| Management And General | 8447 | ManagementAndGeneral |
| Fundraising | 29134 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22349400 | Total |
| Program Services | 17059682 | ProgramServices |
| Management And General | 1656971 | ManagementAndGeneral |
| Fundraising | 3632747 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1422128 | BOY |
| EOY | 1610833 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1229688 | BOY |
| EOY | 9413133 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12947481 | BOY |
| EOY | 12402641 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 103218 | BOY |
| EOY | 159719 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 515552 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 500007 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22933 | BOY |
| EOY | 15545 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 107025992 | BOY |
| EOY | 151339223 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88533262 | BOY |
| EOY | 72761720 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1757500 | BOY |
| EOY | 1755014 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28313425 | BOY |
| EOY | 29358910 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 241355627 | BOY |
| EOY | 278816738 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1513668 | BOY |
| EOY | 2660309 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24789528 | BOY |
| EOY | 30652311 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26303196 | BOY |
| EOY | 33312620 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21348650 | BOY |
| EOY | 24364971 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67126096 | BOY |
| EOY | 77560197 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 126577685 | BOY |
| EOY | 143578950 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 215052431 | BOY |
| EOY | 245504118 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 241355627 | BOY |
| EOY | 278816738 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 13763330 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 17888224 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -1199867 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 36929805 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13605141 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11383543 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 31146313 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26073906 | CurrentTaxYear |
| Total | 119138708 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 36929805 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13605141 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11383543 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 31146313 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26073906 | CurrentTaxYear |
| Total | 119138708 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 30712010 | AmountsSubstContributorsTotal |
| Public Support Total170 | 88426698 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1986572 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2202012 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1795247 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1727610 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1616319 | CurrentTaxYear |
| Total | 9327760 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -464535 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus2 Years | 897611 | CurrentTaxYearMinus2Years |
| Total | 433076 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 199260 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 185127 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 178766 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 146133 | CurrentTaxYearMinus1Year |
| Current Tax Year | 276914 | CurrentTaxYear |
| Total | 986200 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 129885744 | TotalSupport |
| Gross Receipts From Admissions Etc | 1800000 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.68080 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.65560 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2008 AMOUNT: $ 14,596. 2009 AMOUNT: $ 9,542. 2010 AMOUNT: $ -48,703. 2011 AMOUNT: $ -98,024. 2012 AMOUNT: $ 6,197. ADMINISTRATION FEES - 2008 AMOUNT: $ 184,664. 2009 AMOUNT: $ 175,585. 2010 AMOUNT: $ 227,469. 2011 AMOUNT: $ 244,157. 2012 AMOUNT: $ 270,717. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 253118 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 253118 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 21101400 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 21354518 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 830843 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 3830843 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,746,265 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 231327 | CurrentYearMinus3 |
| Current Year Minus2 | 247460 | CurrentYearMinus2 |
| Current Year Minus1 | 250008 | CurrentYearMinus1 |
| Current Year | 253118 | CurrentYear |
| Total | 981913 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 207711 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 957711 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,436,567 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 167544418 | BeginningOfYearBalance |
| Contributions | 11734285 | Contributions |
| Investment Earnings Or Losses | 21300320 | InvestmentEarningsOrLosses |
| Other Expenditures | 12092802 | OtherExpenditures |
| End Of Year Balance | 188486221 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 158617474 | BeginningOfYearBalance |
| Contributions | 14940978 | Contributions |
| Investment Earnings Or Losses | -2973166 | InvestmentEarningsOrLosses |
| Other Expenditures | 3040868 | OtherExpenditures |
| End Of Year Balance | 167544418 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 132563088 | BeginningOfYearBalance |
| Contributions | 2431253 | Contributions |
| Investment Earnings Or Losses | 28707486 | InvestmentEarningsOrLosses |
| Other Expenditures | 5084353 | OtherExpenditures |
| End Of Year Balance | 158617474 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 118298434 | BeginningOfYearBalance |
| Contributions | 2328954 | Contributions |
| Investment Earnings Or Losses | 15255877 | InvestmentEarningsOrLosses |
| Other Expenditures | 3320177 | OtherExpenditures |
| End Of Year Balance | 132563088 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 129174375 | BeginningOfYearBalance |
| Contributions | 12050854 | Contributions |
| Investment Earnings Or Losses | -17548032 | InvestmentEarningsOrLosses |
| Other Expenditures | 5378763 | OtherExpenditures |
| End Of Year Balance | 118298434 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.10240 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.64620 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.25140 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 515552 | OtherCostOrOtherBasis |
| Depreciation | 500007 | Depreciation |
| Book Value | 15545 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 15545 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PARTNERSHIPS INVESTMENTS | Description |
| Book Value | 72761720 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 72761720 | TotalOfBookValueSecurities |
Other Assets OtherAssets (7 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| TRUST CONTRIBUTIONS RECEIVABLE | 3785373 |
| SPLIT INTEREST AGREEMENTS | 15263233 |
| INTEREST IN ENDOWMENT | 8379441 |
| INTEREST IN LONG-TERM TRUSTS | 1303691 |
| PMC NET ASSETS | 395885 |
| OTHER ASSETS | 171520 |
| INVESTMENT IN COLORADO SCHOOL OF MINES TECHNOLOGY | 59767 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 29358910 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SPLIT INTEREST OBLIGATIONS | $5,605,656 |
| GIFT ANNUITY OBLIGATIONS | $5,115,964 |
| ASSETS HELD IN TRUST | $19,834,691 |
| REFUNDABLE ADVANCES | $96,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 30652311 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 51889190 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 17888224 | NetUnrealizedGainsInvestments |
| Other Revenues | -1177079 | OtherRevenues |
| Revenue Not Rptd F990 | 16711145 | RevenueNotRptdF990 |
| Revenue Subtotal | 35178045 | RevenueSubtotal |
| Investment Expenses Not Included | 934685 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 934685 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 36112730 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 21437503 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 22788 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 22788 | ExpensesNotRptdF990 |
| Expenses Subtotal | 21414715 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 934685 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 934685 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 22349400 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | SUPPORT COLORADO SCHOOL OF MINES. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE FOUNDATION APPLIES A MORE-LIKELY-THAN-NOT MEASUREMENT METHODOLOGY TO REFLECT THE FINANCIAL STATEMENT IMPACT OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. AFTER EVALUATING THE TAX POSITIONS TAKEN, INCLUDING THE DETERMINATION OF THE FOUNDATION'S TAX-EXEMPT STATUS, NONE ARE CONSIDERED TO BE UNCERTAIN; THEREFORE, NO AMOUNTS HAVE BEEN RECOGNIZED AS OF JUNE 30, 2013 OR 2012. IF INCURRED, INTEREST AND PENALTIES ASSOCIATED WITH TAX POSITIONS ARE RECORDED IN THE PERIOD ASSESSED AS GENERAL AND ADMINISTRATIVE EXPENSES. NO INTEREST OR PENALTIES HAVE BEEN ASSESSED AS OF JUNE 30, 2013 OR 2012. TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION INCLUDE 2009 THROUGH THE CURRENT YEAR. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN NET PRESENT VALUE OF SPLIT INTEREST AGREEMENTS -2,246,423. CHANGE IN INTEREST IN NET ASSETS OF PROPERTY MANAGEMENT CORP. 333,157. UNRELATED BUSINESS LOSS ON PASS-THROUGH ENTITIES 736,187. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | UNCOLLECTIBLE PLEDGES 22,788. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|
| CENTRAL AMERICA/CARIBBEAN | 0 | 0 | INVESTMENTS | 11605011 |
| SOUTH AMERICA | 0 | 0 | INVESTMENTS | 3931828 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 15536839 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 15536839 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARROW COMPANY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6419 SOUTH GARFIELD AVE | AddressLine1 |
| City | WILLOWBROOK | City |
| State | IL | State |
| ZIP Code | 60527 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING CONSULTING | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 65497 | AmountRetainedByContractor |
| Net To Organization | 0 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 65497 | TotalRetainedByContractors |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DE | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | ID | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | IN | LicensedStates |
| Licensed States | IA | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | MT | LicensedStates |
| Licensed States | NE | LicensedStates |
| Licensed States | NV | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | SD | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | TX | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | WY | LicensedStates |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF FUNDRAISING PAYMENTS | Identifier |
| Return Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | ReturnReference |
| Explanation | FUNDRAISING CONSULTING PROVIDED BY GARROW COMPANY WAS INDIRECT AND STRATEGIC IN NATURE, GROSS RECEIPTS WERE NOT DIRECTLY RELATED TO A SPECIFIC FUNDRAISER. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| COLORADO SCHOOL OF MINES | |||||||
| 1500 ILLINOIS STREET | GOLDEN | CO | 80401 | 846000551 | 501(C)(3) | 16611662 | GENERAL |
| CSM ALUMNI FOUNDATION INC | |||||||
| PO BOX 1410 | GOLDEN | CO | 804021410 | 840363288 | 501(C)(3) | 180000 | GENERAL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: ALL GRANTS ARE MADE TO COLORADO SCHOOL OF MINES AND ITS VARIOUS DEPARTMENTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LINDA M LANDRUM | ||||||||||||||
| EXECUTIVE DIRECTOR | 167136 | 0 | 0 | 0 | 0 | 0 | 10252 | 0 | 9347 | 0 | 186735 | 0 | 0 | 0 |
| BRIAN L WINKELBAUER | ||||||||||||||
| EXECUTIVE VP | 167798 | 0 | 0 | 0 | 0 | 0 | 6750 | 0 | 13094 | 0 | 187642 | 0 | 0 | 0 |
| CHRISTOPHER WENGER | ||||||||||||||
| SENIOR DIRECTOR | 145554 | 0 | 0 | 0 | 0 | 0 | 3750 | 0 | 1635 | 0 | 150939 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 52 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 5213496 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVERAGE HIGH/LOW | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | THE COLORADO SCHOOL OF MINES FOUNDATION USES VARIOUS INVESTMENT BROKERS AS THIRD PARTIES TO RECEIPT, PROCESS, AND SELL NON-CASH CONTRIBUTIONS, PRIMARILY FOR SECURITIES AND GIFTS OF STOCK. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A DETAILED REVIEW IS PERFORMED BY THE EXECUTIVE DIRECTOR AND ASSISTANT TREASURER PRIOR TO PRESENTATION TO THE EXECUTIVE COMMITTEE. A FULL SUMMARY PRESENTATION BY THE FOUNDATION'S INDEPENDENT TAX ACCOUNTING FIRM IS PROVIDED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF GOVERNORS PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REQUIRES AN ANNUAL AFFIRMATION FROM MEMBERS OF THE EXECUTIVE COMMITTEE, INVESTMENT COMMITTEE, AUDIT COMMITTEE, GIFT ACCEPTANCE COMMITTEE AND TO APPOINTED OFFICERS OF THE FOUNDATION. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE OF THE BOARD OF GOVERNORS ACTS AS THE FOUNDATION'S COMPENSATION COMMITTEE AND USES COMPARABILITY DATA, INCLUDING FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEYS AND OTHER MARKET REVIEWS, TO DETERMINE AND APPROVE COMPENSATION FOR SENIOR MANAGEMENT POSITIONS. THE DELIBERATION AND DECISION IS DOCUMENTED. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 9: | CHANGE IN NET PRESENT VALUE OF SPLIT INTEREST AGREEMENTS -2,246,423. CHANGE IN INTEREST IN NET ASSETS OF PROPERTY MANAGEMENT CORP 333,157. UNRELATED BUSINESS LOSS ON PASS-THROUGH ENTITIES 736,187. UNCOLLECTIBLE PLEDGES -22,788. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CSMF PROPERTY MANAGEMENT CORP | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1232 W CAMPUS ROAD 4 | AddressLine1 |
| City | GOLDEN | City |
| State | CO | State |
| ZIP Code | 80401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841266930 | EIN |
| Primary Activities | RE GIFTS | PrimaryActivities |
| Legal Domicile State | CO | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 11B | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |