2025-05-15T15:04:12-05:00 2024-06-30 331498605 PLANTE & MORAN PLLC 8181 E TUFTS AVE SUITE 600 DENVER CO 80237 990 2023-07-01 263421174 COMMUNITY FOUNDATION TRUST COMM 9708295500 4745 WHEATON DRIVE FORT COLLINS CO 80525 KRISTIN TODD CHIEF EXECUTIVE OFFICER 9708295500 2025-05-15 1 1 DORI J EGGETT P00645252 3037409400 2025-05-06 2023 2025-03-06 01:10:19Z KRISTIN TODD 4745 WHEATON DR FORT COLLINS CO 80525 786942 0 X WWW. NOCOFOUNDATION.ORG X 2008 CO TO ASSIST THE COMMUNITY FOUNDATION OF NORTHERN COLORADO 13 13 0 13 0 0 770000 20223 0 0 0 4342 19853 7789 789853 32354 11200 772079 0 0 0 0 0 0 0 13048 13957 24248 786036 765605 -753682 1484104 735260 90757 94566 1393347 640694 TO ASSIST THE COMMUNITY FOUNDATION OF NORTHERN COLORADO 0 0 772737 772079 7789 THE ORGANIZATION'S PRIMARY PURPOSE IS TO ASSIST THE COMMUNITY FOUNDATION OF NORTHERN COLORADO, 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. TO FACILITATE THIS GOAL, THE ORGANIZATION WILL HOLD AND MANAGE SPECIAL ASSET DONATIONS AS REQUIRED WHILE THE COMMUNITY FOUNDATION OF NORTHERN COLORADO FULFILLS THE OBLIGATIONS OF THE DONOR. 772737 1 1 0 0 0 1 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X COMMUNITY FOUNDATION TRUST 9702243462 4745 WHEATON DRIVE FORT COLLINS CO 80525 CHARLES BOUCHARD TREASURER 0.10 1.00 X X 0 0 0 CRAIG GREENSLIT TRUSTEE 0.10 1.00 X 0 0 0 CECIL GUTIERREZ SECRETARY 0.10 1.00 X X 0 0 0 JIM HENDRIX TRUSTEE 0.10 1.00 X 0 0 0 ANN HUTCHINSON TRUSTEE 0.10 1.00 X 0 0 0 DENISE JULIANA BOARD CHAIR 0.10 1.00 X X 0 0 0 LEANN MASSEY TRUSTEE 0.10 1.00 X 0 0 0 MARK NEWENDORP TRUSTEE 0.10 1.00 X 0 0 0 NICK ROE TRUSTEE 0.10 1.00 X 0 0 0 RUSSELL SPRAGUE TRUSTEE 0.10 1.00 X 0 0 0 NICOLE STAUDINGER TRUSTEE 0.10 1.00 X 0 0 0 MARLA TRUMPER TRUSTEE 0.10 1.00 X 0 0 0 KATHI WRIGHT TRUSTEE 0.10 1.00 X 0 0 0 KRISTIN TODD PRESIDENT & CEO 0.10 40.00 X 0 247471 33566 JORDAN COOK DIRECTOR OF FINANCE AND OPERATIONS 0.10 40.00 X 0 133846 22942 JAMES HAMILTON DIRECTOR OF DEVELOPMENT AND PHILANTHROPIC SERVICES 0.10 40.00 X 0 124000 13535 CLAIRE BOUCHARD DIRECTOR OF COMMUNICATIONS AND COMMUNITY ENGAGEMEN 0.10 40.00 X 0 101354 26373 0 606671 96416 0 0 1 0 0 20223 20223 758930 754588 4342 4342 4342 ADMINISTRATIVE FEES 561000 7789 7789 7789 32354 7789 0 4342 772079 772079 5500 5500 7789 7789 FUND ACTIVITY EXPENSES 658 658 DUES AND SUBSCRIPTIONS 10 10 786036 772737 13299 0 34104 35260 160000 0 160000 160000 540000 540000 750000 0 1484104 735260 450 0 90307 94566 90757 94566 X 1393347 640694 1393347 640694 1484104 735260 X -753682 1029 X 0 1 X 1 0 X X 1 COMMUNITY FOUNDATION OF NORTHERN COLORADO 840699243 8 1 758930 0 1 758930 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2 2 20223 0 13149 0 555929 179331 1 1 0 160000 160000 160000 INTEREST IN 844 FLORIDA STREET LLC 540000 C 540000 LIABILITY FOR SPLIT INTEREST AGREEMENT 94566 94566 1 COMMUNITY FOUNDATION OF NORTHERN COLORADO 4745 WHEATON DRIVE FORT COLLINS CO 80525 840699243 501(C)(3) 758930 0 PROGRAM SUPPORT IMMANUEL COMMUNITY CHURCH 1725 W MULBERRY ST FORT COLLINS CO 80521 841324009 501(C)(3) 13149 0 TITHE 2 0 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. 0 0 0 0 0 0 0 0 0 KRISTIN TODD PRESIDENT & CEO 0 236871 0 10000 0 600 0 12750 0 20816 0 281037 0 0 JORDAN COOK DIRECTOR OF FINANCE AND OPERATIONS 0 129746 0 3500 0 600 0 7069 0 15873 0 156788 0 0 FORM 990, PART VI, SECTION B, LINE 11B 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 NO COMPENSATION OF OFFICERS IS PAID BY THIS ORGANIZATION. ALL COMPENSATION IS PAID BY THE COMMUNITY FOUNDATION OF NORTHERN COLORADO. THE PRESIDENT/EXECUTIVE COMMITTEE DIRECTOR OF THE TRUST IS COMPENSATED BY THE COMMUNITY FOUNDATION OF NORTHERN COLORADO, WHICH IS A RELATED ORGANIZATION. THE 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 18 FORM 990 IS AVAILABLE AT WWW.NOCOFOUNDATION.ORG 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. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES -4,260. INTERCOMPANY TRANSFER 5,289. COMMUNITY FOUNDATION OF NORTHERN COLORADO 4745 WHEATON DR FORT COLLINS CO 80525 840699243 TO BE THE LEADER IN BUILDING A MORE ENGAGED, PHILANTHROPIC COMMUNITY CO 501(C)(3) LINE 8 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 COMMUNITY FOUNDATION OF NORTHERN COLORADO B 758930 FMV