2024-05-15T14:39:37-05:00 2023-06-30 271494012 Hinkle & Company PC 5028 E 101st Street Tulsa OK 74137 990 2022-07-01 841158256 Thompson R2-J Education Foundation THOM 9706135074 800 S Taft Avenue Loveland CO 80537 Kim Akeley-Charron Executive Director 9706135074 2024-05-15 1 Kim Akeley-Charron 999009999 1 James D Hinkle P00532558 9184923388 2024-05-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Kim Akeley-Charron 800 S Taft Avenue Loveland CO 80537 979371 0 X www.ThompsonTEF.org X 1989 CO See Schedule O.Exceptional educational experiences for students and educators in the Thompson School District. 13 13 0 147 0 0 640899 678835 11473 11525 95939 62694 74994 113540 823305 866594 325190 349030 0 0 0 0 0 0 7775 377326 403083 702516 752113 120789 114481 1537311 1605282 90801 30424 1446510 1574858 X Exceptional educational experiences for students and educators in the Thompson School District. 0 0 123081 123081 2182 Community Foundation Partnership Fund - This fund was established to receive and disburse monies from the Community Foundation of Northern Colorado for various scholarships for graduating seniors, including the Doyle & Luvesta Frances Jones Scholarship, the Ford Scholarship, the Jabaily Community Service Scholarship, the Sethre Scholarship, and the McKee Ferguson Scholarship, benefiting 28 students. The fund also receives and disburses money for the Windows on the World (WOW) Travel Grant for staff. 94200 1670 Berthoud Schools Fund - Funds are raised through the annual Berthoud Bash event to purchase needed items to improve educational opportunities for the schools and early childhood centers in Berthoud. 103590 103590 1837 Loveland Rotary Scholarship Fund - This fund was established to receive and disburse monies from the Loveland Rotary Club for both academic and vocational scholarships for graduating seniors, benefiting 36 students. 329181 122359 5836 All other program services 329181 122359 5836 650052 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 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 0 1 19 0 1 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 X Thompson R2-J Education Foundation 9706135074 800 S Taft Avenue Loveland CO 80537 Paul Baron Director 3.00 X 0 0 0 Blas Estrada Secretary 3.00 X X 0 0 0 Brian Cullins Director 3.00 X 0 0 0 Jason Hatch Director 3.00 X 0 0 0 Eric Weedin Director 3.00 X 0 0 0 Cody Fullmer Vice President 5.00 X X 0 0 0 Danielle Feeney Director 3.00 40.00 X 0 123967 35488 Brandy Grieves Director 3.00 40.00 X 0 108013 32065 Lauren Haug President 5.00 X X 0 0 0 Diane Lapierre Director 3.00 X 0 0 0 Celeste Smith Director 3.00 X 0 0 0 Sarah Walgast Director 3.00 40.00 X 0 100830 30492 Matt Thies Treasurer (Current) 3.00 X X 0 0 0 Lori Hvizda Ward Director 3.00 X 0 4411 931 Stephanie Chapple Director 3.00 X 0 0 0 Kim Akeley-Charron Executive Director 40.00 X 0 88952 27987 0 426173 126963 0 0 1 0 0 1000 677835 678835 Charges for Services 900099 11525 11525 11525 62694 62694 226317 1000 112777 113540 113540 866594 11525 0 176234 349030 349030 2300 2300 4810 4810 66 66 34267 34267 11056 3411 7645 14366 14366 3965 3965 1881 1881 1035 1035 1902 1902 Other Program Expenses 277497 272353 5144 TEF Clearing Expenses 28669 28669 Resource Development As 19042 18912 130 All Other Expenses 2227 2227 752113 650052 94286 7775 12009 31655 628281 636452 5709 4060 891312 933115 1537311 1605282 90801 30424 90801 30424 X 1446510 1574858 0 0 0 0 1446510 1574858 1537311 1605282 114481 13867 0 X X 0 1 X 1 0 X 504954 556939 650519 640899 678835 3032146 504954 556939 650519 640899 678835 3032146 386024 2646122 41701 18867 15477 19556 62694 158295 3190441 0.82940 0.80550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 724877 41000 765877 724386 491 724877 724361 25 724386 723704 657 724361 723292 412 723704 1.00000 0.00000 0.00000 0 0 0 993238 13867 112777 126644 866594 0 866594 864890 112777 112777 752113 0 752113 Part III, Line 4: Thompson Education Foundation maintains a collection of paintings by local artist Lu Haskew. The paintings are displayed in schools to foster a love of art for all students and provide a connection to our local art community. Part V, Line 4: Berthoud High School Scholarship Endowment A quasi-endowment set up to fund scholarships for Berthoud High School students. Elementary Instrumental Music Endowment A quasi-endowment set up by an anonymous donor to fund musical instruments and associated costs at the elementary level in order to give the students a first-hand experience with playing a musical instrument. Erna & Neil Mentzer Music Scholarship Endowment A quasi-endowment to fund scholarships for students continuing their education in the area of instrumental music (vocal music can be considered). Great Idea Grant Endowment A quasi-endowment set up to fund the Great Idea classroom grant program. Loveland Contractors Endowment A quasi-endowment set up by a group of local contractors to fund an annual scholarship for students who are going on to postsecondary education in a construction-related field. Loveland Golden K Kiwanis Foundation Scholarship Endowment A quasi-endowment set up by the Kiwanis of Loveland Golden K Foundation to fund up to four annual scholarships. Lu Haskew Endowment for Arts Education A quasi-endowment set up from proceeds of the 2011 Legacy for Lu campaign and the 2012 Create-a-Tini for the Arts event. The funds are intended to support student art-related endeavors in the visual arts. Musical Instrument Repair Endowment A quasi-endowment set up by an anonymous donor to provide ongoing instrument repair and maintenance for Thompson School District owned instruments at the secondary level. Pulliam Trust Endowment A quasi-endowment set up by the Pulliam Family Trust to fund transportation costs for 4th grade students to take field trips to the former Pulliam family homestead, which is now Bobcat Ridge, a City of Fort Collins park, near Masonville, Colorado. Sierra Marie Krizman Memorial Endowment A quasi-endowment set up by the Krizman family in memory of their daughter. Monies earned by this endowment primarily go to fund scholarships. Part XI, Line 2d - Other Adjustments: Direct Fundraising Expenses 112,777. Part XII, Line 2d - Other Adjustments: Direct Fundraising Expenses 112,777. Berthoud Bash 164351 1000 163351 5626 13836 39547 Scheer Fund Golf Tournament 50466 50466 11455 5012 8514 2 12500 12500 1899 729 8775 14606 2778 227317 1000 226317 1899 729 25856 33454 50839 112777 113540 1 Scholarships 108 279910 Help Kids Succeed School Supply Program 1567 39175 Historical Cost Backpacks with school supplies for students in need Dr. Stan Scheer Memorial Student Opportunity Fund 71 3335 Great Idea Grants 1 2000 Resiliency Fund for unhoused youth 402 19876 TSD Emergency Relief Fund 2 184 Windows on the World Travel Grants 1 3500 Student Athletic Fund 3 1050 Part I, Line 2: All TEF grant projects - Great Idea, Encore, Windows on the World (WOW) - must adhere to Thompson School District policies and procedures. Projects are reviewed for safety and legal concerns. Grant recipients are required to provide a budget for all expenses, and submit a report and evaluation of their project to the foundation. In some cases, recipients are also required to give an in-person or video presentation on their project. 0 0 0 0 0 0 0 0 0 Danielle Feeney Director 0 123967 0 0 0 0 0 26171 0 9317 0 159455 0 0 Form 990, Part VI, Section A, line 8b Line 8 Explanation - There are no committees with authority to act on behalf of the governing body. Form 990, Part VI, Section B, line 11b Line 11b Explanation - An electronic copy is provided to board members and time during a board meeting is provided to discuss any issues board members might have. Form 990, Part VI, Section B, line 12c The TEF Board of Directors receives a copy of the conflict of interest policy during their board orientation process and have consistent access to a digital copy for reference. The Foundation monitors its board composition and the Board self-monitors as new situations arise. An annual conflict of interest form is signed by each board member. Form 990, Part VI, Section C, line 19 Upon written request. Thompson School District 800 S Taft Avenue Loveland CO 80537 846013346 Education CO Government Entity N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0