2014-02-10T16:54:11-06:00 2013-06-30 840930288 BROCK AND COMPANY CPAS PC 3711 JFK PARKWAY 315 FORT COLLINS CO 80525 990 2012-07-01 840699243 COMMUNITY FOUNDATION OF NORTHERN COLORADO COMM 9702243462 4745 WHEATON DRIVE SUITE 100 FORT COLLINS CO 80525 RAY CARAWAY 9702243462 2014-02-07 1 SUSAN R JOHNSON P01287360 9702237855 2012 2015-11-30 17:44:51Z RAY CARAWAY 4745 WHEATON DRIVE SUITE 100 FORT COLLINS CO 80525 37210999 0 X WWW.COMMUNITYFOUNDATIONNC.ORG X 1975 CO TO BE THE REGIONAL LEADER IN BUILDING A MORE ENGAGED, PHILANTHROPIC AND VISIONARY COMMUNITY 17 16 14 225 0 0 13867379 9487227 0 0 1593621 3589326 -12098 -16450 15448902 13060103 4848068 3458460 0 0 638657 612120 0 0 164455 524575 579242 6011300 4649822 9437602 8410281 60784156 72473461 11568606 13657696 49215550 58815765 TO PROVIDE A TRUSTED, LOCAL PLATFORM THAT ENABLES PEOPLE TO GIVE MORE EFFECTIVELY AND TO THINK STRATEGICALLY AND CREATIVELY ABOUT THE FUTURE OF OUR COMMUNITY 0 0 4102069 3458460 13129825 THE COMMUNITY FOUNDATION OF NORTHERN COLORADO WAS ESTABLISHED 38 YEARS AGO TO ENCOURAGE AND ASSIST THOSE WHO WANT TO BE A PART OF SHAPING THE FUTURE OF OUR REGION. WE MAKE IT EASY TO CREATE A CHARITABLE LEGACY THROUGH THE CREATION OF YOUR OWN CUSTOM-DESIGNED PERMANENT ENDOWMENT FUND, AND WE CONNECT PEOPLE TO THE NONPROFIT SECTOR IN WAYS THAT INFORM AND INSPIRE THEIR PHILANTHROPY AND COMMUNITY INVOLVEMENT. THROUGH HUNDREDS OF INDIVIDUAL CHARITABLE FUNDS, WE DISTRIBUTE MILLIONS OF DOLLARS INTO OUR COMMUNITY EACH YEAR. THROUGH INITIATIVES, FORUMS AND EDUCATIONAL EVENTS WE BRING PEOPLE TOGETHER TO CREATE GREATER IMPACT. FOR THOSE WHO WISH TO GIVE BACK TO THEIR COMMUNITY, WE SERVE AS A LONG-TERM, STRATEGIC PARTNER TO MAKE THEIR DONATIONS OF TIME AND MONEY MORE EFFECTIVE AND ENJOYABLE. 4102069 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 1 8 0 1 14 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 X 17 16 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X COMMUNITY FOUNDATION OF NO COLORADO 9702243462 4745 WHEATON DR SUITE 100 FORT COLLINS CO 80525 LUANNE BALL 1.00 X 0 0 0 DOUG HUTCHINSON 1.00 X 0 0 0 CONNIE DOHN 2.00 X X 0 0 0 KRISHNA MURTHY 1.00 X 0 0 0 KATHAY RENNELS 1.00 X 0 0 0 BRUCE HACH 1.00 X 0 0 0 SPIRO PALMER 1.00 X 0 0 0 JOHN E ROBERTS 1.00 X 0 0 0 CATHY SCHOTT 1.00 X 0 0 0 CHRIS OTTO 2.00 X X 0 0 0 CHUCK LEVINE 1.00 X 0 0 0 JEAN SUTHERLAND 1.00 X 0 0 0 ERIC PETERSON 1.00 X 0 0 0 TROY PETERSON 1.00 X 0 0 0 JOE GEBHARDT 1.00 X 0 0 0 RAY CARAWAY 40.00 X X 128483 0 11766 ROBERT KEARNEY 1.00 X 0 0 0 ROXANNE FRY 40.00 X 82990 0 16769 STEPHANIE CASHMAN 40.00 X 86662 0 4067 298135 0 32602 1 0 0 0 0 21000 1370000 58226 8038001 1452614 9487227 1455487 1455487 28490 28419 71 71 71 26186594 24052755 2133839 2133839 2133839 51725 21000 69722 -17997 -17997 MANAGEMENT FEES 541200 1276 1276 OTHER REVENUE 541200 200 200 1476 13060103 2133839 0 1439037 3458460 3458460 322877 124892 116110 81875 186125 140272 44193 1660 29444 15339 9273 4832 35956 18731 11324 5901 37718 19649 11879 6190 192 192 19137 19137 6450 6450 14727 14727 25837 22892 2945 18029 5950 9082 2997 17707 6826 9617 1264 4158 416 416 3326 3673 735 2938 47327 17511 17984 11832 11545 11545 FUND ACTIVITY EXPENSES 285811 285811 SPECIAL EVENTS 74772 7477 67295 DONOR AND BOARD DEVELOP 44060 44060 BLACKBAUD 18729 18729 -12912 56810 -69722 4649822 4102069 383298 164455 125266 194927 151872 84781 250000 250000 10821 13499 1207480 277025 952532 930455 53412318 63664434 5881347 7335365 60784156 72473461 37910 39263 11530696 13618433 11568606 13657696 X 27262790 33532310 21952760 25283455 49215550 58815765 60784156 72473461 X 8410281 3640571 -2450637 X X 0 1 X 1 0 X 8348146 5001142 3852399 13898124 9538952 40638763 8348146 5001142 3852399 13898124 9538952 40638763 2567131 38071632 888263 876903 1016684 1203546 1455487 5440883 1476 1476 46081122 0.82620 0.84350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 158 202 5957390 3581562 2055080 2033554 33703187 38770274 1 1 21359589 2268828 2412709 1243400 116471 24681255 22714665 1117187 16606 2521425 -32556 21359589 19047245 1158068 4012408 -1492994 -10062 22714665 17304708 2156233 2040002 -1988463 -221946 -243290 19047245 19824771 1989854 -3024903 -954545 -211244 -319225 17304708 0 0 237660 237660 732518 176213 556305 237302 100812 136490 930455 4518129 F BENEFICIAL INTERESTS IN TRUSTEED ASSETS 1882236 F WATER RIGHTS 635000 F LAND HELD FOR SALE 300000 F 7335365 ASSETS HELD FOR OTHERS - AGENCY FUNDS 12846308 LIABILITY UNDER CHARITABLE REMAINDER TRUSTS 772125 13618433 X 13920486 3640571 375914 4016485 9904001 3156102 3156102 13060103 4320271 133853 133853 4186418 463404 463404 4649822 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENT FUNDS HELD BY THE ORGANIZATION HELP DONORS ACHIEVE THEIR LONG-TERM GIVING GOALS. FUNDS ARE GRANTED TO THE ORGANIZATIONS IN THE COMMUNITY ON AN ANNUAL BASIS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: FOR UNCERTAIN TAX POSITIONS, THE FOUNDATION USES A MORE-LIKELY-THAN-NOT RECOGNITION CRITERIA BEFORE AND SEPARATE FROM THE MEASUREMENT OF A TAX POSITION. THE FOUNDATION RECOGNIZES THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT, BASED ON THE TECHNICAL MERITS, THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. WITH RESPECT TO THE FOUNDATION, THIS WOULD PRIMARILY RELATE TO THE DETERMINATION OF UNRELATED BUSINESS TAXABLE INCOME, AND TO THE MAINTENANCE OF ITS TAX EXEMPT STATUS. MANAGEMENT HAS EVALUATED THE POLICIES AND PROCEDURES THAT HAVE BEEN IMPLEMENTED TO PROVIDE ASSURANCE THAT INCOME IS PROPERLY CHARACTERIZED AND ACTIVITIES THAT JEOPARDIZE ITS TAX EXEMPT STATUS ARE WITHIN LIMITS ESTABLISHED UNDER EXISTING TAX CODE AND REGULATIONS. MANAGEMENT HAS DETERMINED THE EFFECTS OF UNCERTAIN TAX POSITIONS ARE NOT MATERIAL TO THE FOUNDATION FOR RECOGNITION OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS AND, ACCORDINGLY, NO INCOME TAX LIABILITY HAS BEEN RECORDED FOR UNCERTAIN INCOME TAX POSITIONS IN THE ACCOMPANYING FINANCIAL STATEMENTS. ALL INCOME TAX YEARS OPEN FOR EXAMINATION ARE SUBJECT TO TAXATION AT CORPORATE TAX RATES. THE YEARS ENDED JUNE 30, 2012, 2011 AND 2010 ARE AVAILABLE FOR EXAMINATION AT JUNE 30, 2013. ADDITIONALLY, PENALTIES AND INTEREST MAY BE ASSESSED ON INCOME TAXES THAT ARE DELINQUENT. THE ASSESSMENT OF UNCERTAIN INCOME TAXES IS SUBJECT TO ESTIMATE, AND IT IS REASONABLY POSSIBLE THAT THE ESTIMATE MAY CHANGE IN THE NEAR TERM AND THE CHANGE MAY BE MATERIAL. PART XI, LINE 2D - OTHER ADJUSTMENTS: ADMINITRATIVE FEE FOR AGENCY FUNDS 119,020. ACTUARIAL GAIN ON THE LIFE INSURANCE AGREEMENTS 119,945. FUNDRAISING INCOME REPORTED NET OF EXPENSES 69,722. AGENCY OPERATING EXPENSES 6,772. AGENCY ENDOWMENT GRANTS 32,036. LEASING ACTIVITY EXPENSES 28,419. PART XI, LINE 4B - OTHER ADJUSTMENTS: AGENCY CONTRIBUTIONS 1,034,047. AGENCY INTEREST AND DIVIDENDS 301,743. AGENCY REALIZED GAINS 499,965. CF TRUST TRANSACTIONS REMOVED FROM CONSOLIDATION 1,320,347. PART XII, LINE 2D - OTHER ADJUSTMENTS: LEASING ACTIVITY EXPENSES 28,419. INTERAGENCY EXPENSES CF TRUST TRANSACTIONS REMOVED FROM CONSOLIDATION 35,712. FUNDRAISING EXPENSES REPORTED WITH INCOME 69,722. PART XII, LINE 4B - OTHER ADJUSTMENTS: AGENCY FUNDS GRANTS 463,394. AGENCY OPERATING EXPENSES 10. ANNUAL CELEBRATION OF PHILANTHROPY 72725 21000 51725 47353 22369 72725 21000 51725 47353 22369 69722 -17997 1 AFRICAN CHRISTIAN COLLEGE EDUCATIONAL AND BENEVOLENT ASSOCIA PO BOX 70033 ALBUQUERQUE NM 87167 260412537 501(C)(3) 77000 PROGRAM SUPPORT ALLIANCE FOR SUICIDE PREVENTION 619 S COLLEGE SUITE 12 FORT COLLINS CO 80524 841194619 501(C)(3) 7000 PROGRAM SUPPORT ALPHA CENTER 1212 S COLLEGE AVE FORT COLLINS CO 80524 742481573 501(C)(3) 12000 PROGRAM SUPPORT AMERICAN RED CROSS NORTHERN COLORADO CHAPTER 120 SATURN DR FORT COLLINS CO 80525 846002234 501(C)(3) 20280 PROGRAM SUPPORT AMES EDUCATION FOUNDATION PO BOX 1125 AMES IA 50014 421357966 501(C)(3) 10000 PROGRAM SUPPORT ARTSPACE PROJECTS 250 THIRD AVE N 500 MINNEAPOLIS MN 55401 411350071 501(C)(3) 100000 PROGRAM SUPPORT BERTHOUD HISTORICAL SOCIETY PO BOX 225 BERTHOUD CO 80513 840727564 501(C)(3) 24844 PROGRAM SUPPORT BOOK TRUST 201 LINDEN STREET SUITE 202 FORT COLLINS CO 80524 204124164 501(C)(3) 31500 PROGRAM SUPPORT BOYS & GIRLS CLUBS OF LARIMER COUNTY 103 SMOKEY ST FORT COLLINS CO 80525 742425914 501(C)(3) 180829 PROGRAM SUPPORT BRITTANY'S HOPE 1160 NORTH MARKET ST ELIZABETHTOWN PA 17022 251879417 501(C)(3) 25000 PROGRAM SUPPORT CENTER FOR BIOLOGICAL DIVERSITY PO BOX 710 TUCSON AZ 85702 850420285 501(C)(3) 7500 PROGRAM SUPPORT CENTER FOR FAMILY OUTREACH 344 FOOTHILLS PARKWAY SUITE 4E FORT COLLINS CO 80525 208742553 501(C)(3) 13000 PROGRAM SUPPORT CHADRON STATE COLLEGE FOUNDATION 1000 MAIN STREET CHADRON NE 69337 237352673 501(C)(3) 10000 PROGRAM SUPPORT CHAMPION MINISTRIES INC PO BOX 1323 CASTHLE ROCK CO 80104 841341326 501(C)(3) 25000 PROGRAM SUPPORT CHILDREN'S SPEECH AND READING CENTER 1247 RIVERSIDE AVE STE 4 FORT COLLINS CO 80524 841227883 501(C)(3) 10000 PROGRAM SUPPORT CHOATE ROSEMARY HALL FOUNDATION 333 CHRISTIAN ST WALLINGFORD CT 06492 060910420 501(C)(3) 127685 PROGRAM SUPPORT CITIZENS FOR DIXIE'S FUTURE PO BOX 161 HURRICANE UT 84737 562600858 501(C)(3) 10000 PROGRAM SUPPORT COLORADO ENVIRONMENTAL COALITION INC 1536 WYNKOOP ST 5C DENVER CO 80202 840614285 501(C)(3) 5000 PROGRAM SUPPORT COMMUNITY FOUNDATION SERVING BOULDER COUNTY 1123 SPRUCE ST BOULDER CO 80302 841171836 501(C)(3) 10000 PROGRAM SUPPORT CROSSROADS SAFEHOUSE PO BOX 993 FORT COLLINS CO 80522 840786145 501(C)(3) 27919 PROGRAM SUPPORT CSU FOUNDATION 410 UNIVERSITY SERVICES CENTER FORT COLLINS CO 80523 846221782 501(C)(3) 130680 PROGRAM SUPPORT CYSTIC FIBROSIS FOUNDATION 1355 S COLORADO BLVD C200 DENVER CO 80222 840513516 501(C)(3) 205000 PROGRAM SUPPORT DISABLED RESOURCE SERVICES 1017 ROBERTSON ST B FORT COLLINS CO 80524 742346897 501(C)(3) 8285 PROGRAM SUPPORT EARTHJUSTICE (NATIONAL HEADQUARTERS) 50 CALIFORNIA ST SUITE 500 SAN FRANCISCO CA 94111 941730465 501(C)(3) 10000 PROGRAM SUPPORT EDUCATION & LIFE TRAINING CENTER 401 LINDEN ST FORT COLLINS CO 80524 840574440 501(C)(3) 12850 PROGRAM SUPPORT ELDER PET CARE PO BOX 48 FORT COLLINS CO 80522 841273943 501(C)(3) 6000 PROGRAM SUPPORT ESTES PARK SALUD FOUNDATION POBOX 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90036 953914116 501(C)(3) 10000 PROGRAM SUPPORT GLENN CANYON INSTITUTE 429 EAST 100 SOUTH SALT LAKE CITY UT 84111 841375975 501(C)(3) 15000 PROGRAM SUPPORT GRACE PLACE PO BOX O BERTHOUD CO 80513 841349338 501(C)(3) 8000 PROGRAM SUPPORT GREAT BASIN WATER NETWORK 1755 E PLUMB LN 170 RENO NV 89502 352278153 501(C)(3) 15000 PROGRAM SUPPORT HALFMOON ARTS 155 N COLLEGE AVE 226 FORT COLLINS CO 80524 200882612 501(C)(3) 7500 PROGRAM SUPPORT HEAL UTAH 824 S 400 W SUITE B-111 SALT LAKE CITY UT 84101 841409393 501(C)(3) 10000 PROGRAM SUPPORT HEARTS & HORSES THERAPEUTIC RIDING CENTER PO BOX 2675 LOVELAND CO 80539 841387873 501(C)(3) 19819 PROGRAM SUPPORT HIGH PLAINS FOUNDATION 1854 PINEY RIVER DR LOVELAND CO 80538 841581860 501(C)(3) 102152 PROGRAM SUPPORT HOMELESSNESS PREVENTION INITIATIVE 424 PINE STREET SUITE 102 FORT COLLINS CO 80524 208593088 501(C)(3) 13500 PROGRAM SUPPORT HOUSE OF NEIGHBORLY SERVICE 565 N CLEVELAND AVE LOVELAND CO 80537 840568546 501(C)(3) 141500 PROGRAM SUPPORT IOWA STATE UNIVERSITY FOUNDATION 239 CATT HALL AMES IA 50011 421143702 501(C)(3) 26316 PROGRAM SUPPORT IRAQ AND AFGHANISTAN VETERANS OF AMERICA 292 MADISON AVE 10TH FLOOR NEW YORK NY 10017 201664531 501(C)(3) 10000 PROGRAM SUPPORT LARIMER COUNTY CHILD ADVOCACY CENTER 5529 S TIMBERLINE RD FORT COLLINS CO 80528 841324009 501(C)(3) 5000 PROGRAM SUPPORT LAUNCH COMMUNITY THROUGH SKATEBOARDING 728 OXFORD LN FORT COLLINS CO 80525 452575857 501(C)(3) 5000 PROGRAM SUPPORT LEGACY LAND TRUST 214 S COLLEGE AVE 200 FORT COLLINS CO 80524 841277019 501(C)(3) 6247 PROGRAM SUPPORT LIVE THE VICTORY INC (DBA THE MATTHEWS HOUSE) 415 MASON CT APT 1A FORT COLLINS CO 80524 202894339 501(C)(3) 18350 PROGRAM SUPPORT LIVING RIVERS PO BOX 466 MOAB UT 84532 870668658 501(C)(3) 7500 PROGRAM SUPPORT LOOMIS INSTITUTE 4 BATCHELDER RD WINDSOR CT 06095 060653119 501(C)(3) 127685 PROGRAM SUPPORT LOVELAND OPERA THEATRE PO BOX 7293 LOVELAND CO 80537 260348842 501(C)(3) 10000 PROGRAM SUPPORT MEALS ON WHEELS FOR FORT COLLINS PO BOX 424 FORT COLLINS CO 80522 237116630 501(C)(3) 5000 PROGRAM SUPPORT NATIONAL AUDUBON SOCIETY INC 225 VARICK ST 7TH FLOOR DEPT W NEW YORK NY 10014 131624102 501(C)(3) 5000 PROGRAM SUPPORT NORTHERN COLORADO ACTIVE 2030 INC 3545 W 12TH ST SUITE 201 GREELEY CO 80634 208575428 501(C)(3) 21155 PROGRAM SUPPORT ORANGE COUNTY COASTKEEPER 3151 AIRWAY AVE F-110 COSTA MESA CA 92626 330847892 501(C)(3) 5000 PROGRAM SUPPORT PARTNERS MENTORING YOUTH PO BOX 484 ESTES PARK CO 80517 742486211 501(C)(3) 9164 PROGRAM SUPPORT PHILANTHROPIC VENTURES FOUNDATION 1222 PRESERVATION PARK WAY OAKLAND CA 94612 943136771 501(C)(3) 5000 PROGRAM SUPPORT POUDRE VALLEY HEALTH SYSTEMS FOUNDATION 2315 E HARMONY RD STE 200 FORT COLLINS CO 80528 841262971 501(C)(3) 51000 PROGRAM SUPPORT POUDRE VALLEY HOSPITAL FOUNDATION 2315 E HARMONY RD STE 200 FORT COLLINS CO 80528 741894581 501(C)(3) 29580 PROGRAM SUPPORT PROJECT SELF-SUFFICIENCY 375 W 37TH ST 150 LOVELAND CO 80538 841206341 501(C)(3) 104488 PROGRAM SUPPORT REALITIES FOR CHILDREN CHARITIES INC 1610 S COLLEGE AVE FORT COLLINS CO 80525 264219652 501(C)(3) 6365 PROGRAM SUPPORT RED FEATHER LAKES COMMUNITY LIBRARY PO BOX 123 RED FEATHER LAKES CO 80545 841569094 501(C)(3) 11421 PROGRAM SUPPORT RESPITE CARE INC 6203 S LEMAY AVE FORT COLLINS CO 80525 840840653 501(C)(3) 6695 PROGRAM SUPPORT RESURRECTION FELLOWSHIP CHURCH 6502 E CROSSROADS BLVD LOVELAND CO 80538 840790413 501(C)(3) 5000 PROGRAM SUPPORT ROCKY MOUNTAIN INNOSPHERE INC 320 E VINE DR SUITE 101 FORT COLLINS CO 80524 742636848 501(C)(3) 45311 PROGRAM SUPPORT ROCKY MOUNTAIN WILDLIFE CONSERVATION CENTER 1946 COUNTY ROAD 53 KEENESBURG CO 80643 841351483 501(C)(3) 10000 PROGRAM SUPPORT ROOM TO READ 111 SUTTER ST 16TH FLOOR SAN FRANCISCO CA 94104 912003533 501(C)(3) 9872 PROGRAM SUPPORT SAINT INC (SENIOR ALTERNATIVES IN TRANSPORTATION) 333 W DRAKE RD 42 FORT COLLINS CO 80526 840626086 501(C)(3) 20450 PROGRAM SUPPORT SAN DIEGO COASTKEEPER 2825 DEWEY ROAD SUITE 200 SAN DIEGO CA 92106 330647946 501(C)(3) 12500 PROGRAM SUPPORT SANTA MONICA BAYKEEPER 120 BROADWAY SUITE 105 SANTA MONICA CA 90401 954444787 501(C)(3) 10000 PROGRAM SUPPORT SERIMUS FOUNDATION 201 LINDEN ST STE 202 FORT COLLINS CO 80524 830328155 501(C)(3) 59260 PROGRAM SUPPORT SERVE 68 2908 S TIMBERLINE RD FORT COLLINS CO 80525 461737255 501(C)(3) 56613 PROGRAM SUPPORT SHEEP MOUNTAIN ALLIANCE PO BOX 389 TELLURIDE CO 81435 841294894 501(C)(3) 10000 PROGRAM SUPPORT SHINING STARS FOUNDATION PO BOX 730 TABERNASH CO 80478 841526586 501(C)(3) 5000 PROGRAM SUPPORT SIERRA CLUB FOUNDATION 85 SECOND ST SUITE 750 SAN FRANCISCO CA 94105 946069890 501(C)(3) 2000 PROGRAM SUPPORT SOUTH DAKOTA STATE UNIVERSITY FOUNDATION 815 MEDARY AVE BOX 525 BROOKINGS SD 57007 460273801 501(C)(3) 14500 PROGRAM SUPPORT TEACHING TREE EARLY CHILDHOOD LEARNING CENTER 424 PINE ST 100 FORT COLLINS CO 80524 840598116 501(C)(3) 11250 PROGRAM SUPPORT TERRY FARRELL FIREFIGHTERS SCHOLARSHIP FUND INC 1912 WANTAGH AVE WANTAGH NY 11793 562512213 501(C)(3) 10000 PROGRAM 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3775 GRACE BLVD HIGHLANDS RANCH CO 80126 203168449 501(C)(3) 5600 PROGRAM SUPPORT VOLUNTEERS OF AMERICA COLORADO BRANCH 405 CANYON AVE FORT COLLINS CO 80521 840420995 501(C)(3) 7500 PROGRAM SUPPORT WE HEART THIS CITY 3045 WESTCOTT DR PORT HURON MI 48060 273841568 501(C)(3) 12000 PROGRAM SUPPORT WHEELS ACROSS THE PRAIRIE MUSEUM PO BOX 1091 TRACY MN 56175 411325053 501(C)(3) 28577 PROGRAM SUPPORT WILDLANDS RESTORATION VOLUNTEERS 633 REMINGTON ST FORT COLLINS CO 80524 460505155 501(C)(3) 119963 PROGRAM SUPPORT WOMEN'S RESOURCE CENTER 424 PINE ST STE 201 FORT COLLINS CO 80524 840732631 501(C)(3) 16500 PROGRAM SUPPORT WOUNDED WARRIOR PROJECT 1 S NEVADA AVE STE 205 COLORADO SPRINGS CO 80903 202370934 501(C)(3) 20000 PROGRAM SUPPORT YOUNG LIFE DENVER URBAN 2401 W 5TH AVE DENVER CO 80204 840385934 501(C)(3) 30000 PROGRAM SUPPORT ALL SAINTS' EPISCOPAL CHURCH 3448 N TAFT AVE LOVELAND CO 80538 840946947 501(C)(3) 15000 PROGRAM SUPPORT CALVARY CHAPEL ELIZABETH PO BOX 338 ELIZABETH CO 80107 271292105 501(C)(3) 10000 PROGRAM SUPPORT CATHOLIC CHARITIES NORTHERN 460 LINDEN CENTER DR FORT COLLINS CO 80525 840686679 501(C)(3) 7500 PROGRAM SUPPORT FIRST UNITED METHODIST CHURCH PO BOX 506 BERTHOUD CO 80513 840456559 501(C)(3) 145024 PROGRAM SUPPORT FOUNDATIONS CHURCH INC 1905 W 8TH ST SUITE 101 LOVELAND CO 80537 453595436 501(C)(3) 11303 PROGRAM SUPPORT GRACE CHRISTIAN CHURCH PO BOX 1008 FORT COLLINS CO 80522 841575149 501(C)(3) 8000 PROGRAM SUPPORT JOHNSON'S CORNER TRUCK STOP CHAPEL 6501 E CTY RD 16 JOHNSTOWN CO 80534 421645172 501(C)(3) 6000 PROGRAM SUPPORT LIFEPOINTE CHURCH 900 E PROSPECT FORT COLLINS CO 80524 362154972 501(C)(3) 7800 PROGRAM SUPPORT ST LUKE'S EPISCOPAL CHURCH 2000 STOVER FORT COLLINS CO 80525 840478852 501(C)(3) 5250 PROGRAM SUPPORT TIMBERLINE CHURCH 2908 S TIMBERLINE RD FORT COLLINS CO 80525 840470239 501(C)(3) 6000 PROGRAM SUPPORT CSU FINANCIAL AID OFFICE 1065 CAMPUS DELIVERY FORT COLLINS CO 80523 846000545 501(C)(3) 18160 SCHOLARSHIPS DRAKE UNIVERSITY 2507 UNIVERSITY AVE DES MOINES IA 503114505 420680460 501(C)(3) 5000 SCHOLARSHIPS FILLMORE CENTRAL HIGH SCHOOL PO BOX 599 HARMONY MN 55939 411809022 501(C)(3) 6000 SCHOLARSHIPS FRONT RANGE COMMUNITY COLLEGE-LARIMER COUNTY CAMPUS FINANCIAL AID 4616 S SHIELDS FORT COLLINS CO 80526 521560779 501(C)(3) 7550 SCHOLARSHIPS UNIVERSITY OF DENVER FINANCIAL AID 2197 S UNIV BLVD UNIVHALL 210 DENVER CO 80208 872413130 501(C)(3) 6200 SCHOLARSHIPS CITY OF FORT COLLINS PO BOX 580 FORT COLLINS CO 80522 846000587 115 23068 PROGRAM SUPPORT CITY OF LOVELAND 500 E 3RD ST LOVELAND CO 80537 846000609 115 17199 PROGRAM SUPPORT LINCOLN CENTER 417 W MAGNOLIA ST FORT COLLINS CO 80521 846000587 115 15667 PROGRAM SUPPORT POUDRE RIVER LIBRARY TRUST INC 1612 SHEELY DR FORT COLLINS CO 80526 841517508 115 37100 PROGRAM SUPPORT POUDRE SCHOOL DISTRICT 2407 LAPORTE AVE FORT COLLINS CO 80521 846013733 115 75666 PROGRAM SUPPORT NEIGHBOR TO NEIGHBOR 1550 BLUE SPRUCE DR FORT COLLINS CO 80524 840630214 501(C)(3) 5000 PROGRAM SUPPORT VETERANS FOR PEACE 216 S MERAMEC AVE SAINT LOUIS MO 63105 010415961 501(C)(3) 5000 PROGRAM SUPPORT THOMPSON R2-J EDUCATION FOUNDATION 800 S TAFT AVE LOVELAND CO 80537 841158256 501(C)(3) 5000 PROGRAM SUPPORT 116 5 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION RELIES ON THE GRANTEE ORGANIZATION TO FOLLOW ITS STATED MISSION WHEN FUNDS ARE GRANTED. GRANTEE ORGANIZATIONS MUST BE 501(C)(3) ORGANIZATIONS, EDUCATIONAL INSTITUTIONS OR GOVERNMENTAL ENTITIES. 501(C)(3) STATUS IS CONFIRMED BEFORE A GRANT IS ISSUED. ALL GRANTS ARE MADE TO 501(C)(3) ORGANIZATIONS, GOVERNMENTAL UNITS OR COLLEGE/UNIVERSITIES IN THE UNITED STATES. BRYCE HACH FATHER IS A TRUSTEE 38942 COMPENSATION PAID BY ORGANIZATION TO BRYCE HACH WHO WAS EMPLOYED AS PROGRAM DIRECTOR OF FOUNDATION INITIATIVE - HOMEWARD 2020 0 X 31 635614 FAIR MARKET VALUE X WATER RIGHTS 2 625000 ADJUSTED TO ACTUAL SALES PRICE X LAND 1 192000 ADJUSTED TO ACTUAL SALES PRICE 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 TRUSTEE'S SON, IS EMPLOYED AS PROGRAM DIRECTOR OF FOUNDATION INITIATIVE HOMEWARD 2020 FORM 990, PART VI, SECTION B, LINE 11 A DRAFT OF FORM 990 IS E-MAILED TO ALL TRUSTEES FOR THEIR REVIEW. ALL QUESTIONS OR COMMENTS ARE COMMUNICATED THROUGH E-MAIL AND RESOLVED BY THE CHIEF FINANCIAL OFFICER PRIOR TO FINALIZING AND FILING THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION PRESENTS THE POLICY TO ALL TRUSTEES ON AN ANNUAL BASIS AND MONITORS ANY CONFLICTS THROUGHOUT THE YEAR. TRUSTEES EXCUSE THEMSELVES FROM MEETINGS IF THERE IS A POTENTIAL CONFLICT AND THIS IS DOCUMENTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS RESEARCHED BY THE EXECUTIVE COMMITTEE ANNUALLY WITH THE USE OF SALARY SURVEYS. THE BOARD THEN APPROVES PROPOSED COMPENSATION DURING APPROVAL OF THE ANNUAL BUDGET. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON WRITTEN REQUEST RECEIVED AT ORGANIZATION'S OFFICE VIA POSTAL MAIL OR E-MAIL. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE OR UPON WRITTEN REQUEST RECEIVED AT ORGANIZATION'S OFFICE VIA POSTAL MAIL OR E-MAIL. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: ACTUARIAL GAIN ON LIFE INCOME AGREEMENT 119,945. AGENCY REALIZED GAINS -499,965. AGENCY INTEREST/DIVIDENDS -301,743. AGENCY FUNDS CONTRIBUTED -1,034,048. AGENCY GRANTS 495,431. OTHER AGENCY TRANSACTIONS 6,782. BREAK OUT CONSOLIDATED TRUST -1,356,059. AGENCY FEES 119,020. CHANGE IN AUDIT OVERSIGHT PROCESS 990-PART XII- 2C THERE HAS BEEN NO CHANGE IN THE OVERSIGHT OR SELECTION PROCESS FROM PAST YEARS. COMMUNITY FOUNDATION TRUST 4745 WHEATON DRIVE STE 100 FORT COLLINS CO 80525 263421174 TO SUPPORT COMMUNITY FOUNDATION OF NORTHERN COLORADO CO 501(C)(3) 509(A) (3) COMMUNITY FOUNDATION OF NORTHERN COLORADO 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 COMMUNITY FOUNDATION TRUST C 1370000 CASH