2011-02-11T15:21:50-05:00 2010-06-30 EHRHARDT KEEFE STEINER & HOTTMAN PC 7979 E TUFTS AVENUE SUITE 400 DENVER CO 802372843 990 2009-07-01 840509064 Colorado School of Mines Foundation Inc COLO 3032733143 PO Box 4005 Golden CO 80401 LINDA LANDRUM 2011-02-10 CRAIG R CHOUN 3037409400 2009 2016-02-24 21:20:13Z LINDA LANDRUM PO Box 4005 GOLDEN CO 80401 18340131 false X N/A X 1951 CO THE COLORADO SCHOOL OF MINES FOUNDATION, INC. IS A NONPROFIT ORGANIZATION PROVIDING FINANCIAL RESOURCE DEVELOPMENT AND SUPPORT TO THE COLORADO SCHOOL OF MINES. 5 5 59 80 -369469 -516199 36929805 13605141 0 0 -536747 4913516 -208911 -194153 36184147 18324504 12238363 10754168 0 0 2047229 2062479 0 0 2052386 1384665 1390706 15670257 14207353 20513890 4117151 196260001 213865249 26656749 24691304 169603252 189173945 THE COLORADO SCHOOL OF MINES FOUNDATION, INC. IS A NONPROFIT ORGANIZATION PROVIDING FINANCIAL RESOURCE DEVELOPMENT AND SUPPORT TO THE COLORADO SCHOOL OF MINES. false false 10995495 10754168 PROVIDE FINANCIAL SUPPORT TO THE COLORADO SCHOOL OF MINES AND ITS VARIOUS DEPARTMENTS. 10995495 true true false true false false false false true true true false false false true false false false false false false true false true false false false false false false false false true false false false true true false false false true 12 0 true 59 true true true false false false false false false false false 5 5 false false false false false false false true true false false true true true true true true true true false AK AZ AR CA CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X LINDA LANDRUM CSMF 3032733143 PO BOX 4005 GOLDEN CO 80401 DAVID J WAGNER 1.0 X X 0 0 0 TERRANCE G TSCHATSCHULA 1.0 X X 0 0 0 MARSHALL C CROUCH III 1.0 X X 0 0 0 ROBERT G HARSTON 1.0 X X 0 0 0 F STEVEN MOONEY 1.0 X X 0 0 0 LINDA M LANDRUM 40.0 X 156368 0 23456 MARY E WILLIAMS 40.0 X 183744 0 12159 John D Mays 40.0 X 115659 0 13722 455771 0 49337 3 false true false AMERICAN CAPITOL GROUP 122 C STREET NW SUITE 500 WASHINGTON DC 20001 LEGISLATIVE 120525 MONTICELLO ASSOCIATES 1200 17TH STREET SUITE 2600 DENVER CO 80202 ASSET MANAGEMENT 100000 1 13605141 438353 13605141 0 2196196 2196196 0 4766 4766 1050 15627 -14577 -14577 -14577 2717320 2717320 0 0 0 OTHER INCOME/LOSS 900099 9542 9542 ADMINISTRATION FEES 523000 175585 175585 UNRELATED BUSINESS LOSS ON PASS-THROUGH ENTITIES 523000 -369469 -369469 -184342 18324504 185127 -369469 4903705 10754168 10754168 0 0 0 385881 178905 206976 0 1360500 209621 1150879 97925 15980 81945 96142 10000 17973 68169 122031 24459 97572 11172 8211 2961 9345 1701 7644 44126 44126 231327 231327 0 590496 590496 8235 8235 49539 49539 118949 25546 93403 62695 62695 0 0 43229 2014 41215 0 0 0 0 16430 3075 13355 31324 22764 8560 EVENTS 112055 7723 104332 PREMIUMS 29630 311 29319 RESEARCH MATERIAL 15976 155 15821 EMPLOYEE RELOCATION/RECRUITING 3081 439 2642 OTHER EXPENSES 13097 5973 7124 14207353 10995495 1159472 2052386 8795770 11617973 125833 142062 14962302 13683411 38123 110762 937891 638536 303578 299355 82384824 93353933 55772267 65223911 7368071 2819942 26509233 26613900 196260001 213865249 889044 1401659 4285000 0 21482705 23289645 26656749 24691304 X 13356591 18084464 45564976 50220909 110681685 120868572 169603252 189173945 196260001 213865249 X false true true X false X false false false 15806033 10343334 10956749 36929805 13605141 87641062 15806033 10343334 10956749 36929805 13605141 87641062 16260798 71380264 2106147 2190598 2260937 1986572 2202012 10746266 23182 -10028 80197 -464535 0 -371184 130696 206846 178127 199260 185127 900056 98916200 0.72162 0.70983 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 231327 0 231327 0 13385530 0 13616857 0 830843 0 207711 0 0 false 810498 783750 908028 830843 3333119 4999679 174728 195315 217332 231327 818702 202625 195938 227007 207711 833281 1249922 0 0 0 0 0 118298434 2328954 15255877 3320177 132563088 129174375 12050854 -17548032 5378763 118298434 0.20647 0.79353 0.00000 true false 375983 116533 259450 0 561908 522003 39905 0 299355 PARTNERSHIP INVESTMENTS 65223911 65223911 TRUST CONTRIBUTIONS RECEIVABLE 3207853 SPLIT INTEREST AGREEMENTS 15437813 INTEREST IN ENDOWMENT 6576748 INTEREST IN LONG-TERM TRUSTS 1146688 PMC NET ASSETS 68105 OTHER ASSETS 176693 26613900 0 SPLIT INTEREST OBLIGATIONS 5258310 GIFT ANNUITY OBLIGATIONS 4983031 ASSETS HELD IN TRUST 12952560 REFUNDABLE ADVANCES 95744 23289645 18324504 14207353 4117151 15495857 -42315 15453542 19570693 33187550 15495857 -42315 15453542 17734008 590496 590496 18324504 13616857 13616857 590496 590496 14207353 FIN 48 SCHEDULE D, PART X THE FOUNDATION ADOPTED GUIDANCE RELATED TO UNCERTAINTY IN INCOME TAXES IN FASB'S ACCOUNTING STANDARDS CODIFICATION ON JULY 1, 2009. AFTER EVALUATING THE TAX POSITIONS TAKEN, NONE ARE CONSIDERED TO BE UNCERTAIN; THEREFORE, NO AMOUNTS HAVE BEEN RECOGNIZED AS OF JUNE 30, 2010. IF INCURRED, INTEREST AND PENALTIES ASSOCIATED WITH TAX POSITIONS ARE RECORDED IN THE PERIOD ASSESSED AS GENERAL AND ADMINISTRATIVE EXPENSE. NO INTEREST OR PENALTIES HAVE BEEN ASSESSED AS OF JUNE 30, 2010. TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION INCLUDE 2006 THROUGH CURRENT. RECONCILIATION OF NET ASSETS SCHEDULE D, PART XI, LINE 8 CHANGE IN NET PRESENT VALUES OF SPLIT INTEREST AGREEMENTS $ (409,243) CHANGE IN INTEREST IN NET ASSETS OF PROPERTY MANAGEMENT CORP. (2,541) UNRELATED BUSINESS LOSS ON PASS-THROUGH ENTITIES 369,469 ---------- TOTAL $ (42,315) RECONCILIATION OF REVENUE SCHEDULE D, PART XII, LINE 2D CHANGE IN NET PRESENT VALUES OF SPLIT INTEREST AGREEMENTS $ (409,243) CHANGE IN INTEREST IN NET ASSETS OF PROPERTY MANAGEMENT CORP. (2,541) UNRELATED BUSINESS LOSS ON PASS-THROUGH ENTITIES 369,469 ---------- TOTAL $ (42,315) INTENDED USE OF ORGANIZATION'S ENDOWMENT FUNDS PART V SUPPORT COLORADO SCHOOL OF MINES. true Central America and the Caribbean 0 0 Investments 0 East Asia and the Pacific 0 0 Investments 0 Middle East and North Africa 0 0 Investments 0 North America 0 0 Investments 0 Europe (Including Iceland and Greenland) 0 0 Investments 0 0 0 0 true COLORADO SCHOOL OF MINES 1500 ILLINOIS STREET GOLDEN CO 80401 846000551 501(c)(3) 10754168 GENERAL 1 0 MONITORING OF GRANT FUNDS PART I, LINE 2 ALL GRANTS ARE MADE TO COLORADO SCHOOL OF MINES. X X X X false false false false false false false false false LINDA M LANDRUM 156368 0 0 0 16096 7360 179824 0 0 MARY E WILLIAMS 183744 0 0 0 4627 7532 195903 0 0 JOHN D MAYS 115659 0 0 0 3250 10472 129381 0 0 X 29 438353 AVERAGE HIGH/LOW 0 false true true NON-CASH CONTRIBUTIONS SCHEDULE M, LINE 32B THE COLORADO SCHOOL OF MINES FOUNDATION USES VARIOUS INVESTMENT BROKERS AS THIRD PARTIES TO RECEIPT, PROCESS, AND SELL NON-CASH CONTRIBUTIONS. COMPENSATION OF SENIOR MANAGEMENT POLICY PART VI-B, LINE 15 The Executive Committee of the Board of Governers 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 in the employees' personnel file. REVIEW OF 990 PART VI-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 accountants is provided to the Executive Committee of the Board of Governers prior to filing. CONFLICT OF INTEREST POLICY PART VI-B, LINE 12 The organization requires an annual affirmation from all board members, officers, employees and volunteers. A reminder of the conflict of interest policy is a standing agenda item at each board of governors meeting that occurs twice a year. DISCLOSURE OF DOCUMENTS TO THE PUBLIC PART VI-C, LINE 19 Governing documents, conflict of interest policy, and financial statements are made available to the public upon request. 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