2025-08-12T10:52:51-05:00 2024-09-30 823543701 WATSON COON RYAN LLC 6025 SOUTH QUEBEC STREET SUITE 260 CENTENNIAL CO 80111 990 2023-10-01 742341399 THE SUMMIT FOUNDATION SUMM 9704535970 PO BOX 4000 BRECKENRIDGE CO 80424 ELLEN REID EXECUTIVE DIRECTOR 9705254330 2025-08-07 1 0 KARL FLOWER P01589970 3037923020 2023 2025-03-06 01:10:19Z ELLEN REID PO BOX 4000 BRECKENRIDGE CO 80424 7134109 0 X WWW.SUMMITFOUNDATION.ORG X 1984 CO SUPPORTING QUALIFIED TAX-EXEMPT ORGANIZATIONS 30 30 14 165 0 0 6778669 5403430 0 0 446097 978435 0 0 7224766 6381865 3883255 4548258 0 0 840676 953833 0 0 344327 439882 499631 5163813 6001722 2060953 380143 21789741 24933878 299449 188079 21490292 24745799 X FOR OVER 40 YEARS, THE SUMMIT FOUNDATION HAS BEEN THE TRUSTED PARTNER IN SUPPORTING THE ENTIRE SUMMIT COUNTY COMMUNITY AND PROVIDING STRONG LEADERSHIP TO ADDRESS THE MOST PRESSING COMMUNITY NEEDS. WE ARE RECOGNIZED AS THE LEADING PHILANTHROPIC ORGANIZATION FOR SUMMIT COUNTY AND OUR NEIGHBORING COMMUNITIES. WE ARE COMMITTED TO CREATING EVEN BETTER MOUNTAIN COMMUNITITES BY PROVIDING LEADERSHIP, AND WORKING ACROSS ALL BOUNDARIES. 0 0 4882899 4548258 WE PROVIDE GRANTS AND SUPPORT SERVICES FOR QUALIFIED TAX-EXEMPT ORGANIZATIONS AND SCHOLARSHIPS TO HELP HARD-WORKING STUDENTS ACHIEVE THEIR DREAMS OF COLLEGE OR OTHER POST-SECONDARY EDUCATION. AS THE LOCAL COMMUNITY FOUNDATION, WE ALSO PROVIDE LEADERSHIP AND SEED FUNDING FOR SPECIAL INITIATIVES TO ADDRESS CRITICAL COMMUNITY ISSUES. 4882899 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 14 0 0 0 0 0 0 1 1 0 0 0 0 X 30 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 X THE SUMMIT FOUNDATION 9704535970 103 S HARRIS ST SUITE 204 BRECKENRIDGE CO 80424 BARB RANKIN PRESIDENT 2.00 X X 0 0 0 DAVID PREAUS VICE PRESIDENT 2.00 X X 0 0 0 ANDY AERENSON PAST PRESIDENT 2.00 X X 0 0 0 NICK BRINKMAN TREASURER 2.00 X X 0 0 0 SHANNON HAYNES SECRETARY 2.00 X X 0 0 0 CHRIS BANAS TRUSTEE 1.00 X 0 0 0 BRIAN BINGE TRUSTEE 1.00 X 0 0 0 JOSH BLANCHARD TRUSTEE 1.00 X 0 0 0 JAMES KBECKMANN TRUSTEE 1.00 X 0 0 0 TONY BYRD TRUSTEE 1.00 X 0 0 0 TONY CAMMARATA TRUSTEE 1.00 X 0 0 0 LUELLA CHAVEZ D'ANGELO TRUSTEE 1.00 X 0 0 0 JON COPELAND TRUSTEE 1.00 X 0 0 0 DON DANKNER TRUSTEE 1.00 X 0 0 0 STEVE DEPPE TRUSTEE 1.00 X 0 0 0 MIKE DUDICK TRUSTEE 1.00 X 0 0 0 PEGGY HILLER TRUSTEE 1.00 X 0 0 0 DAVID HUGHES TRUSTEE 1.00 X 0 0 0 BOB KOPP TRUSTEE 1.00 X 0 0 0 MEG LASS TRUSTEE 1.00 X 0 0 0 DUSTIN LYMAN TRUSTEE 1.00 X 0 0 0 JULIE MAGLIOCCHETTI TRUSTEE 1.00 X 0 0 0 ROBBINS MANLEY TRUSTEE 1.00 X 0 0 0 EMILY MESSEGEE TRUSTEE 1.00 X 0 0 0 TONY PESTELLO TRUSTEE 1.00 X 0 0 0 YIRKA PLATT TRUSTEE 1.00 X 0 0 0 KELLY RENOUX TRUSTEE 1.00 X 0 0 0 LOLI RESPINI-POLLARD TRUSTEE 1.00 X 0 0 0 MIKE SCHILLING TRUSTEE 1.00 X 0 0 0 CHRIS SORENSEN TRUSTEE 1.00 X 0 0 0 DAVID STELZER TRUSTEE 1.00 X 0 0 0 GINNY VIETTI TRUSTEE 1.00 X 0 0 0 NELL WAREHAM TRUSTEE 1.00 X 0 0 0 JACK WOLFE TRUSTEE 1.00 X 0 0 0 JEANNE BISTRANIN EXECUTIVE DIRECTOR 45.00 X 179167 0 8634 CHAD COVELL DIRECTOR OF FINANCE 45.00 X 64809 0 17541 243976 0 26175 1 0 1 0 0 583991 4819439 910038 5403430 605171 605171 766216 392952 373264 373264 373264 359292 583991 359292 0 6381865 0 0 978435 4401308 4401308 146950 146950 349457 68144 210932 70381 451642 88070 272611 90961 4309 840 2601 868 80501 15698 48590 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INITIALLY THE BOARD OF DIRECTORS APPROVES A BUDGETED AMOUNT FOR SCHOLARSHIPS. SCHOLARSHIP APPLICATIONS ARE SOLICITED AND ACCEPTED. A 15 MEMBER COMMITTEE MADE UP OF TRUSTEES AND COMMUNITY MEMBERS REVIEW THE APPLICATIONS BASED ON MERIT (ACADEMIC PERFORMANCE) AND FINANCIAL NEED. SCHOLARSHIP AWARDS RANGE FROM $500 TO $5,000 DEPENDING ON MERIT AND NEED. THE SCHOLARSHIP COMMITTEE RECOMMENDS SCHOLARSHIPS UP TO THE BUDGETED AMOUNT. THESE RECOMMENDATIONS ARE PRESENTED TO THE BOARD OF TRUSTEES FOR THEIR ACTION, CHANGES AND ULTIMATE APPROVAL. THE SCHOLARSHIP AWARDS ARE SENT TO THE SCHOOL FINANCIAL AID OFFICE IN THE STUDENT'S NAME TO BE USED FOR THE TUITION OR ROOM AND BOARD. PART I, LINE 2 DETAILED GRANT APPLICATION DESCRIBING PROJECT AND BUDGET. FINAL REPORT AT END OF PROJECT, USING COLORADO COMMON GRANT REPORT FORM. PERSONAL STAFF AND VOLUNTEER VISITS AS MANY GRANTEES AS POSSIBLE. 1 X X 0 0 0 0 0 0 0 0 0 JEANNE BISTRANIN EXECUTIVE DIRECTOR 179167 0 0 0 0 0 5123 0 3511 0 187801 0 0 0 X 13 772910 FAIR MARKET VALUE X ADVERTISING 19 81506 FAIR MARKET VALUE X FOOD & BEVERAGE 7 28962 FAIR MARKET VALUE X PRIZES 192 26660 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND FINANCE COMMITTEE AND A COPY IS PRESENTED TO THE FULL BOARD BEFORE FILING. THE FINANCE COMMITTEE MAKES A RECOMMENDATION TO THE BOARD FOR ACCEPTANCE OF THE 990 BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE AND STAFF ARE INFORMED OF AND GIVEN A COPY OF THE CONFLICT OF INTEREST POLICY. THE BOARD PRESIDENT, COMMITTEE CHARIMAN AND STAFF ARE RESPONSIBLE FOR INSURING THE ADHERENCE TO THE POLICIES DURING VARIOUS MEETINGS AND DECISION/ACTION SITUATIONS. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS ESTABLISHED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE BOARD DELEGATES IT'S RESPONSIBILITY TO THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 CAN BE VIEWED AT THEIR OFFICE AND OTHER INDEPENDENT SOURCES ONLINE. THE ANNUAL REPORT CAN BE VIEWED ON THE WEBSITE FOR THE SUMMIT FOUNDATION. FORM 990, PART XII, LINE 2C THE PROCESS OF THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PRIOR YEARS.