2024-11-14T16:40:15-06:00 2023-12-31 481195228 KELLER & OWENS LLC 10955 LOWELL AVE STE 800 OVERLAND PARK KS 66210 990 2023-01-01 473574130 IMPACT INVESTING CHARITABLE FOUNDATION INC IMPA 9132971804 8208 MELROSE DRIVE LENEXA KS 66214 AIMEE MINNICH CIO 9132971804 2024-11-12 1 0 GREGORY D OWENS P00048643 9133383500 2024-11-11 2023 2024-10-15 13:58:12Z IMPACT FOUNDATION AIMEE MINNICH 8208 MELROSE DRIVE LENEXA KS 66214 187583462 0 X IMPACTFOUNDATION.ORG X 2015 GA INVESTING CHARITABLE CAPITAL TO CREATE ECONOMIC, SOCIAL, AND SPIRITUAL TRANSFORMATION 8 6 11 6 36543 0 123879493 138541056 12513 0 1402786 3544561 56072 54 125350864 142085671 101958849 108720679 0 0 1340472 1854267 0 0 3157 1535111 1467759 104834432 112042705 20516432 30042966 78989966 112353485 380402 572011 78609564 111781474 INVESTING CHARITABLE CAPITAL TO CREATE ECONOMIC, SOCIAL, AND SPIRITUAL TRANSFORMATION 0 0 111073881 108720679 THE ORGANIZATION FUNDS PROJECTS WITH A CHARITABLE PURPOSE OR A MISSION THAT ALIGNS WITH CHARITABLE CAUSES IN ADDITION TO PROVIDING A RETURN FOR FUTURE GRANTMAKING ACTIVITIES TO CHARITABLE ORGANIZATIONS. 111073881 1 1 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 4 0 11 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 GA DE KS X THE ORGANIZATION 9132971804 8208 MELROSE DRIVE LENEXA KS 66214 AIMEE MINNICH CIO 40.00 X X 237896 0 21066 DAVID WILLS DIRECTOR 0.75 X 0 0 0 GREG LERNIHAN DIRECTOR 0.75 X 0 0 0 JEFFREY JOHNS CEO 40.00 X X 251333 0 21102 JONATHAN HARRISON DIRECTOR 0.75 X X 0 0 0 SUZANNE DANIEL DIRECTOR 0.75 X 0 0 0 TIM JENKINS DIRECTOR 0.75 X 0 0 0 TONY CHEN DIRECTOR 0.75 X 0 0 0 STEVE DOERR COO 40.00 X 215466 0 19668 DAN VOTH INVESTOR CONCIERGE 40.00 X 158113 0 17706 PHILLIP BRUCE CONTROLLER 40.00 X 176247 0 18470 1039055 0 98012 5 0 1 0 THUMBPRINT SOFTWARE LLC 2421 ABERDEEN WAY LAFAYETTE IN 47909 SOFTWARE DESIGN SERVICE 122008 BH3 MEDIA LLC 916 CALLOWAY DRIVE BRENTWOOD TN 37027 CONSULTING 106196 HOULIHAN LOKEY FINANCIAL ADVISORS 301 S COLLEGE STREET 34TH FLOOR CHARLOTTE NC 28202 COMPANY VALUATION SERVICES 105500 3 15765312 122775744 705299 138541056 3522024 36543 3485481 54 54 45520328 45497791 22537 22537 22537 142085671 0 36543 3508072 108703679 108703679 17000 17000 766531 623449 140358 2724 898106 699006 198889 211 35098 27276 7814 8 45151 35185 9943 23 109381 86816 22379 186 55201 55201 81000 81000 214910 214910 448544 222312 226232 27793 27793 108380 106588 1787 5 250522 250522 135098 135098 129118 129118 7154 7154 MISCELLANEOUS 5139 5139 PROFESSIONAL DUES/SUBSC 4900 4900 112042705 111073881 965667 3157 X 879759 1948787 55159751 38315007 886644 0 16302838 32896397 5075000 39193294 636205 49769 0 78989966 112353485 266947 458556 113455 113455 380402 572011 X 78609564 111781474 78609564 111781474 78989966 112353485 30042966 3128944 0 X 0 1 X 1 0 X 30820997 60744300 92503050 123879493 138541056 446488896 30820997 60744300 92503050 123879493 138541056 446488896 446488896 462651 247019 164385 1021810 3522078 5417943 55942 55942 451962781 592856 0.98790 0.99330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 783 138184855 108359361 71839692 1 1 0 INVESTMENT IN EAGLE LANDING 5000000 C INVESTMENT IN SOLOMON'S FUND 75000 C INVESTMENT IN SERVINGLYNK SOFTWARE 489 F ISHARES S&P 500 INDEX FUND 11584475 F FIDELITY GOVERNMENT CASH RESERVES 22533330 F 39193294 X PART X, LINE 2: INCOME TAX EXPENSE IS RECORDED FOR ACTIVITIES THAT GENERATE UNRELATED BUSINESS INCOME. THE FOUNDATION GENERATES TAXABLE INCOME AND LOSS THROUGH INVESTMENT TRANSACTIONS. THE FOUNDATION ACCEPTS DONATIONS OF S-CORPORATION STOCK AND MAY INVEST IN S-CORPORATION STOCK DIRECTLY. DURING THE HOLDING PERIOD, THE FOUNDATION'S SHARE OF S-CORPORATION INCOME IS TAXABLE. FURTHER, A TAXABLE CAPITAL GAIN MAY BE GENERATED UPON SALE OF THE STOCK. SIMILARLY, THE FOUNDATION RECEIVES INTERESTS AND DIRECTLY INVESTS IN LIMITED LIABILITY COMPANIES ("LLC"S). INCOME FROM LLCS MAY OR MAY NOT BE TAXABLE DEPENDING UPON THE CHARACTER OF THE INCOME AND IF THE ACTIVITY OF THE LLC IS RELATED TO THE FOUNDATION'S EXEMPT PURPOSE. THE FOUNDATION'S POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION THAT IS BENEFICIAL TO THE FOUNDATION, INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION TAKEN BY MANAGEMENT WITH RESPECT TO THE TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. INTEREST AND PENALTIES, IF ANY, ARE INCLUDED IN EXPENSES IN THE CONSOLIDATED STATEMENT OF FUNCTIONAL EXPENSES. AS OF DECEMBER 31, 2023, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. 0 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICE GRANT TO CHARITY FOR CHRISTIAN PURPOSES 17000 0 0 0 0 0 0 17000 0 17000 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM PROGRAM SERVICES 17000 WIRE 0 1 0 1 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION ONLY GRANTS TO CHARITABLE ORGANIZATIONS THAT HAVE AN EXEMPT PURPOSE CONSISTENT WITH THIS ORGANIZATION'S PURPOSE. SCHEDULE F, PART IV, LINE 1 THE TRANSFERS REFERENCED IN THIS QUESTION RELATE TO THE GRANTS LISTED ON PART II OF SCHEDULE F. FORM 926 IS NOT REQUIRED FOR THESE TRANSACTIONS. 1 4AFRICA 1320 S UNIVERSITY DR FORT WORTH TX 76107 821565477 501(C)(3) 25000 0 HUMANITARIAN HELP ACTON ACADEMY 3100 MENAUL BLVD NE ALBUQUERQUE NM 87107 814258509 501(C)(3) 12000 0 HUMANITARIAN HELP AGAPE FREEDOM FIGHTERS 1411 NEW HWY 96 W SET 96 238 FRANKLIN TN 37064 472856847 501(C)(3) 18000 0 HUMANITARIAN HELP ALLEGRO SOLUTIONS 5535 MEMORIAL DR F-811 HOUSTON TX 77077 261197590 501(C)(3) 10000 0 HUMANITARIAN HELP AWEMA INTERNATIONAL 701 EAST WESTCREST RAD COLBERT WA 99005 841591709 501(C)(3) 20000 0 HUMANITARIAN HELP CALL TO FREEDOM 1915 E 8TH ST STE 100 SIOUX FALLS SD 57103 475469817 501(C)(3) 50000 0 HUMANITARIAN HELP CAMP PATTERSONVILLE 3660 SCOTCH CHURCH RD PATTERSONVILLE NY 12137 141401694 501(C)(3) 20000 0 HUMANITARIAN HELP CHRISTIAN LIFE MINISTRIES 1948 NORTH PLAZA BOULEVARD RAPID CITY SD 57702 460366395 501(C)(3) 22000 0 HUMANITARIAN HELP CHURCH AND FAMILY LIFE 220 SOUTH WHITE ST WAKE FOREST NC 27587 263865682 501(C)(3) 20000 0 HUMANITARIAN HELP COACHING FOR LITERACY 6070 POPLAR AVE STE 150 MEMPHIS TN 38119 463588150 501(C)(3) 45000 0 HUMANITARIAN HELP COLLISION MINISTRIES INC 1601 E 69TH ST STE 306 SIOUX FALLS SD 57108 263765706 501(C)(3) 30000 0 HUMANITARIAN HELP COMPASSIONATE HOPE 111 GLORYLAND LANE NASHVILLE TN 37013 274431021 501(C)(3) 35052 0 HUMANITARIAN HELP CORNERSTONE PRESBYTERIAN CHURCH 136 THIRD AVE S FRANKLIN TN 37064 452162586 501(C)(3) 85445 0 HUMANITARIAN HELP COVENANT METHODIST CHURCH 8555 CREEKSIDE GREEN DRIVE SPRING TX 77389 352417666 501(C)(3) 7083 0 HUMANITARIAN HELP EAST RIVER FOSTER PARENT NETWORK 620 SOUTH CLIFF AVE SIOUX FALLS SD 57104 453438467 501(C)(3) 25000 0 HUMANITARIAN HELP EMBRACE 2800 EAST 57TH STREET SIOUX FALLS SD 57103 371640708 501(C)(3) 245000 0 HUMANITARIAN HELP ENDPOVERTY 1930 ISAAC NEWTON SQUARE SUITE 203 RESTON VA 20190 541371549 501(C)(3) 42661 0 HUMANITARIAN HELP EVERY VILLAGE 2600 GESSNER ROAD STE 282 HOUSTON TX 77080 760653562 501(C)(3) 115000 0 HUMANITARIAN HELP FAITH COMES BY HEARING 2421 AZTEC ROAD NE ALBUQUERQUE NM 87107 850223225 501(C)(3) 2210000 0 HUMANITARIAN HELP FELLOWSHIP OF ISRAEL RELATED MINISTRIES INC PO BOX 2132 RANCHO CORDOVA CA 95741 472768324 501(C)(3) 10000 0 HUMANITARIAN HELP FIDELITY INVESTMENTS CHARITABLE FUND 200 SEAPORT BLVD BOSTON MA 02210 110303001 501(C)(3) 180453 0 HUMANITARIAN HELP GEN3 FOUNDATION INC 651 RUBY TRUST DRIVE CASTLE ROCK CO 80108 850638442 501(C)(3) 25000 0 HUMANITARIAN HELP GREATER HOUSTON COMMUNITY FOUNDATION 515 POST OAK BLVD STE 1000 HOUSTON TX 77027 237160400 501(C)(3) 14893 0 HUMANITARIAN HELP HEALTHBRIDGE GLOBAL PO BOX 5294 AUBURN CA 95604 274411487 501(C)(3) 23000 0 HUMANITARIAN HELP IMPACT INVESTING CHARITABLE TRUST 8208 MELROSE DR LENEXA KS 66214 812375745 501(C)(3) 94378760 636200 BOOK INVESTMENTS AND RECEIVABLES FURTHER CHARITABLE PURPOSE OF THE ORGANIZATION INTERNATIONAL GENEROSITY FOUNDATION 1901 ULMERTON RD STE 400 CLEARWATER FL 33762 593498416 501(C)(3) 155054 0 HUMANITARIAN HELP JEWS FOR JESUS 60 HAIGHT STREET SAN FRANCISCO CA 94102 942222464 501(C)(3) 10000 0 HUMANITARIAN HELP JIREH PHIL-AM MINISTRY PO BOX 91405 SEYMOUR TN 37865 710953948 501(C)(3) 11732 0 HUMANITARIAN HELP LIFE HOUSE 9230 KATY FREEWAY SUITE 500 HOUSTON TX 77055 301323606 501(C)(3) 35000 0 HUMANITARIAN HELP LOVE INC OF MID DELMARVA PO BOX 1242 SEAFORD DE 19973 510583444 501(C)(3) 9889 0 HUMANITARIAN HELP MARANATHA CHRISTIAN CHURCH 1057 10TH AVENUE SOUTHEAST MINNEAPOLIS MN 55414 581446677 501(C)(3) 13423 0 HUMANITARIAN HELP MIDLAND FAIR HAVENS 2400 WHITTIER BLVD STE 100 MIDLAND TX 79705 752627746 501(C)(3) 25000 0 HUMANITARIAN HELP MISSION HAITI PO BOX 2175 SIOUX FALLS SD 57101 203184240 501(C)(3) 60000 0 HUMANITARIAN HELP NATIONAL CHRISTIAN FOUNDATION 11625 RAINWATER DR ALPHARETTA GA 30009 581493949 501(C)(3) 5458192 0 CHRISTIAN MINISTRY NAVIGATORS PO BOX 6027 ALBERT LEA MN 560076627 846007896 501(C)(3) 12000 0 HUMANITARIAN HELP NEW HAVEN MINISTRIES 1915 EAST 8TH ST SUITE 102 SIOUX FALLS SD 57103 460439619 501(C)(3) 22000 0 HUMANITARIAN HELP PAIDEIA MISSIONS 22900 HOPE DALE AVE PARKER CO 80138 464107506 501(C)(3) 2100000 0 HUMANITARIAN HELP PEOPLE CHURCH 208 NORTH GREEN ST CHICAGO IL 60607 453583070 501(C)(3) 50000 0 HUMANITARIAN HELP RANSOM CHURCH 524 NORTH MAIN AVE STE 106 SIOUX FALLS SD 57104 263291812 501(C)(3) 50000 0 HUMANITARIAN HELP REDEEMER CHURCH OF MIDLAND 1901 NORTHRUP DRIVE MIDLAND TX 79705 473674567 501(C)(3) 10000 0 HUMANITARIAN HELP REFORMATION CHURCH 2388 SOUTH TARRYALL WAY FRANKTOWN CO 80116 841572745 501(C)(3) 513500 0 HUMANITARIAN HELP RESTORATION GENERATION INC PO BOX 91405 SIOUX FALLS SD 57109 271864860 501(C)(3) 15000 0 HUMANITARIAN HELP SCHWAB CHARITABLE FUND 1958 SUMMIT PARK DR SUITE 200 ORLANDO FL 32810 311640316 501(C)(3) 129316 0 HUMANITARIAN HELP SIM USA 14830 CHOATE CIRCLE CHARLOTTE NC 28273 221936391 501(C)(3) 16500 0 HUMANITARIAN HELP SIOUX FALLS CHRISTIAN 6120 SOUTH CHARGER CIRCLE SIOUX FALLS SD 57108 460340024 501(C)(3) 194000 0 HUMANITARIAN HELP STATELINE CHURCH 601 NORTH PERRYVILLE RD ROCKFORD IL 61107 813042717 501(C)(3) 211250 0 HUMANITARIAN HELP THE GATHERING 15 NORTH ELLSWORTH AVE SAN MATEO CA 94401 752726170 501(C)(3) 17750 0 HUMANITARIAN HELP THE ORCHARD CHURCH 1379 N COLEY RD TUPELO MS 38801 821290155 501(C)(3) 90000 0 HUMANITARIAN HELP THE SIGNATRY 7171 W 95TH STREET SUITE 501 OVERLAND PARK KS 66212 431890105 501(C)(3) 108705 0 HUMANITARIAN HELP TRUE LITE CHRISTIAN FELLOWSHIP 3001 NORTH A STREET MIDLAND TX 79705 752376876 501(C)(3) 15000 0 HUMANITARIAN HELP VAPOR MINISTRIES 338 TALLADEGA SPRINGS RD SYLACAUGA AL 35151 264463549 501(C)(3) 25000 0 HUMANITARIAN HELP VETERANS COMMUNITY PROJECT 367 NORTH WILLOW AVENUE SIOUX FALLS SD 57104 474960735 501(C)(3) 10000 0 HUMANITARIAN HELP WAYFORWARD 9702 ANGELWYLDE DR AUSTIN TX 78733 472662470 501(C)(3) 767856 0 HUMANITARIAN HELP WEST MICHIGAM KINGDOM COALITION PO BOX 158 GRANDVILLE MI 494680158 202011328 501(C)(3) 20000 0 HUMANITARIAN HELP YIELDED MINISTRIES 145 FOREST DRIVE LIBERTY TX 77575 812123632 501(C)(3) 76320 0 HUMANITARIAN HELP YOUNG LIFE PO BOX 5184 HARLAN IA 515930684 840385934 501(C)(3) 63000 0 HUMANITARIAN HELP 56 0 PART I, LINE 2: THE ORGANIZATION ONLY GRANTS TO CHARITABLE ORGANIZATIONS THAT HAVE AN EXEMPT PURPOSE CONSISTENT WITH THIS ORGANIZATION'S PURPOSE. 1 X X X X 0 0 0 0 0 0 0 0 0 JEFFREY JOHNS CEO 251333 0 0 0 0 0 10053 0 11049 0 272435 0 0 0 AIMEE MINNICH CIO 237896 0 0 0 0 0 10017 0 11049 0 258962 0 0 0 STEVE DOERR COO 215466 0 0 0 0 0 8619 0 11049 0 235134 0 0 0 PHILLIP BRUCE CONTROLLER 176247 0 0 0 0 0 7421 0 11049 0 194717 0 0 0 DAN VOTH INVESTOR CONCIERGE 158113 0 0 0 0 0 6657 0 11049 0 175819 0 0 0 X 4 705299 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES A BROKER TO SELL DONATIONS OF PUBLICY TRADED SECURITIES. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL AND TOP FINANCIAL OFFICIAL EACH REVIEW THE FORM 990 PRIOR TO ITS FILING WITH THE IRS. A COPY OF THE FINAL FORM 990 IS ALSO PROVIDED TO THE VOTING MEMBERS OF THE ORGANIZAION'S GOVERNING BODY PRIOR TO ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES THAT EACH MEMBER ANNUALLY PROVIDE A STATEMENT DISCLOSING ANY POTENTIAL CONFLICTS OF INTEREST, AND APPROPRIATE ACTION IS TAKEN. MEMBERS WITH A CONFLICT OF INTEREST MUST RECUSE THEMSELVES FROM ANY DISCUSSION AND DECISION MAKING RELATED TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS ADOPTED AN EXECUTIVE COMPENSATION SETTING POLICY APPLICABLE TO ALL DISQUALIFIED PERSONS, INCLUDING THE ORGANIZATION'S CEO AND CIO. UNDER THE POLICY, THE FINANCE AUDIT COMPENSATION COMMITTEE ANNUALLY REVIEWS AND APPROVES THE COMPENSATION LEVELS OF THE CEO AND CIO. THE COMMITTEE USES COMPENSATION SURVEYS TO AID IN THE DETERMINATION OF REASONABLE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES, UPON REQUEST, COPIES OF ITS ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY, FORM 1023, AND ITS FINANCIAL STATEMENTS. IMPACT INVESTING CHARITABLE TRUST 8208 MELROSE DRIVE LENEXA KS 66214 812375745 INVESTING DE 501(C)(3) LINE 12A, I IMPACT INVESTING CHARITABLE FOUNDATION 1 BENEVATECH INC (SERVINGLYNK SOFTWARE INC) 707 NORTH FRANKLIN STREET SUITE 800 TAMPA FL 33602 272100100 OWNER OF INTELLECTUAL PROPERTY LICENSED TO OTHER ORGANIZATIONS FL IMPACT INVESTING CHARITABLE FOUNDATION C -357176 96091 1.00000 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0