2025-02-28T12:14:30-06:00 2024-06-30 840930288 BROCK AND COMPANY CPAS PC 4940 PEARL EAST CR SUITE 300 BOULDER CO 80301 990 2023-07-01 841158256 THOMPSON R2-J EDUCATION FOUNDATION THOM 9706135074 800 S TAFT AVENUE LOVELAND CO 80537 KIM AKELEY-CHARRON EXECUTIVE DIRECTOR 9706135074 2025-02-21 1 1 KEVIN RICKMAN P01240896 3034442971 2023 2025-03-06 01:10:19Z KIM AKELEY-CHARRON 800 S TAFT AVENUE LOVELAND CO 80537 2031256 0 X WWW.THOMPSONTEF.ORG X 1989 CO EXCEPTIONAL EDUCATIONAL EXPERIENCES FOR STUDENTS AND EDUCATORS IN THE THOMPSON SCHOOL DISTRICT. 15 15 0 143 0 0 678835 1039557 11525 14047 62694 100932 113540 -133568 866594 1020968 349030 403104 0 0 0 0 0 0 6472 403083 466006 752113 869110 114481 151858 1605282 1792869 30424 30357 1574858 1762512 EXCEPTIONAL EDUCATIONAL EXPERIENCES FOR STUDENTS AND EDUCATORS IN THE THOMPSON SCHOOL DISTRICT. 0 0 23489 176069 429 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 AND LUVESTA FRANCES JONES SCHOLARSHIP, THE FORD SCHOLARSHIP, THE JABAILY COMMUNITY SERVICE SCHOLARSHIP, THE SETHRE SCHOLARSHIP, AND THE MCKEE FERGUSON SCHOLARSHIP, BENEFITING 40 STUDENTS. THE FUND ALSO RECIEVES AND DISBURSES MONEY FOR THE WINDOWS ON THE WORLD (WOW) TRAVEL GRANT FOR STAFF. 108785 1986 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, BENEFITING 2,038 STUDENTS. 25785 73971 471 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 30 STUDENTS. 610107 153064 11161 610107 153064 11161 768166 1 1 0 0 0 0 0 1 0 1 0 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 0 0 0 1 22 0 1 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 X THE ORGANIZATION 9706135074 800 S TAFT AVENUE LOVELAND CO 80537 CELESTE SMITH PRESIDENT 3.00 X X 0 0 0 BRIAN CULLINS VICE PRESIDENT 5.00 X X 0 0 0 MATT THIES TREASURER 3.00 X X 0 0 0 LAUREN HAUG SECRETARY 3.00 X X 0 0 0 PAUL BARON DIRECTOR 3.00 X 0 0 0 STEPHANIE CHAPPLE DIRECTOR 3.00 X 0 0 0 WILL DELMAR DIRECTOR 3.00 X 0 0 0 CODY FULLMER DIRECTOR 5.00 X 0 0 0 LORI HVIZDA WARD DIRECTOR 3.00 X 0 0 0 JASON HATCH DIRECTOR 3.00 X 0 0 0 RICK BOWLES DIRECTOR 3.00 X 0 0 0 DANIELLE FEENEY DIRECTOR 3.00 X 0 0 0 BRANDY GRIEVES DIRECTOR 3.00 X 0 0 0 SARAH WALGAST DIRECTOR 3.00 X 0 0 0 ERIC WEEDIN DIRECTOR 3.00 X 0 0 0 KIM AKELEY-CHARRON EXECUTIVE DIRECTOR 40.00 X 0 88716 38136 0 88716 38136 0 0 0 0 0 198788 840769 5539 1039557 FUND MANAGEMENT FEES 561000 14047 14047 14047 36403 36403 941249 876720 64529 64529 64529 0 198788 133568 -133568 -133568 1020968 14047 0 -32636 403104 403104 1500 1500 7565 7565 20 20 41716 40456 1260 6760 2426 4334 5998 5998 5219 5219 3928 3928 985 985 1920 1920 PROGRAM EXPENSES 365062 365062 RESOURCE DEVELOPMENT AS 16585 15707 878 OTHER EXPENSES 8748 8748 869110 768166 94472 6472 31655 165897 636452 601829 4060 34878 933115 990265 1605282 1792869 30424 30357 30424 30357 X 1574858 1762512 0 0 0 0 1574858 1762512 1605282 1792869 151858 35796 0 X 0 0 0 X 556939 650519 640899 678835 1039557 3566749 556939 650519 640899 678835 1039557 3566749 409786 3156963 18867 15477 19556 62694 36403 152997 3719746 25572 0.84870 0.82940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 765877 765877 724877 41000 765877 724386 491 724877 724361 25 724386 723704 657 724361 0 0 0 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. LUHASKEW 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. BERTHOUD BASH 150439 150439 11345 16851 46066 SCHEER FUND GOLF TOURNAMENT 35349 35349 13680 4128 9750 3 13000 13000 1949 2186 16356 11257 198788 198788 1949 2186 25025 37335 67073 133568 -133568 0 DR. STAN SCHEER MEMORIAL STUDENT OPPORTUNITY FUND 93 12657 GREAT IDEA GRANTS 9 12137 HELP KIDS SUCCEED SCHOOL SUPPLY PROGRAM 1565 33831 HISTORICAL COST BACKPACKS FILLED WITH SCHOOL SUPPLIES PROVIDED TO STUDENTS IN NEED RESILIENCY FUND FOR UNHOUSED YOUTH 345 20285 WINDOWS ON THE WORLD TRAVEL GRANTS 1 4500 STUDENT ATHLETE FUND 12 1760 SCHOLARSHIPS 117 317934 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B 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.