Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
BOHEMIAN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)262 E MOUNTAIN AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FORT COLLINS, CO80524
A Employer identification number

84-1605993
B Telephone number (see instructions)

(970) 221-2636
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$71,066,184J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 7,250,296
2 Check bullet.............
3 Interest on savings and temporary cash investments 32,390 32,390  
4 Dividends and interest from securities... 361,088 361,088  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 34,904,891
b Gross sales price for all assets on line 6a 34,905,188
7 Capital gain net income (from Part IV, line 2)... 34,904,891
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 26,401 26,401  
12 Total. Add lines 1 through 11........ 42,575,066 35,324,770  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 1,637,466     1,637,466
15 Pension plans, employee benefits....... 271,178     271,178
16a Legal fees (attach schedule)......... Click to see attachment 65,048 6,595   58,452
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest............... 209     209
18 Taxes (attach schedule) (see instructions)... Click to see attachment 877,363 203    
19 Depreciation (attach schedule) and depletion... Click to see attachment 16,878 10,993  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,011     1,011
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 277,046 11,230   260,908
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,146,199 29,021   2,229,224
25 Contributions, gifts, grants paid....... 26,544,929 26,544,929
26 Total expenses and disbursements. Add lines 24 and 25 29,691,128 29,021   28,774,153
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 12,883,938
b Net investment income (if negative, enter -0-) 35,295,749
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 253,273 249,509 249,509
2 Savings and temporary cash investments......... 55,260,336 65,076,866 65,076,866
3 Accounts receivable bullet427,986
Less: allowance for doubtful accounts bullet     427,986 427,986
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet3,340,430
Less: allowance for doubtful accounts bullet   540,430 Click to see attachment3,340,430 3,340,430
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet4,154,616
Less: accumulated depreciation (attach schedule) bullet2,225,692 1,944,362 Click to see attachment1,928,924 1,928,924
15 Other assets (describe bullet) Click to see attachment48,806 Click to see attachment42,469 Click to see attachment42,469
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 58,047,207 71,066,184 71,066,184
Liabilities 17 Accounts payable and accrued expenses.......... 1,248,636 1,383,675
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 1,248,636 1,383,675
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 56,798,571 69,682,509
29 Total net assets or fund balances (see instructions)..... 56,798,571 69,682,509
30 Total liabilities and net assets/fund balances (see instructions). 58,047,207 71,066,184
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
56,798,571
2
Enter amount from Part I, line 27a .....................
2
12,883,938
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
69,682,509
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
69,682,509
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 75,0000 SHARES STRYKER INC STOCK D 2020-06-26 2020-07-29
b 37,500 SHARES STRYKER INC STOCK D 2020-06-26 2020-07-30
c 61,594 SHARES STRYKER INC STOCK D 2020-06-26 2020-09-02
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 15,083,831   128 15,083,703
b 7,503,427   64 7,503,363
c 12,317,930   105 12,317,825
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       15,083,703
b       7,503,363
c       12,317,825
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 34,904,891
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 34,904,891
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 490,611
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 490,611
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 490,611
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 503,296
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 280,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 783,296
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 292,685
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet292,685 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
Yes
 
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCO
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.BOHEMIANFOUNDATION.ORG
    14
    The books are in care ofbulletSTELLA SANTOS Telephone no.bullet (970) 221-2636

    Located atbullet262 E MOUNTAIN AVENUEFORT COLLINSCO ZIP+4bullet80524
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    PAT STRYKER PRESIDENT
    2.00     		0 0 0
    262 E MOUNTAIN AVE
    FORT COLLINS,CO80524
    JOSEPH ZIMLICH VP/SEC/TREAS
    2.00     		0 0 0
    262 E MOUNTAIN AVE
    FORT COLLINS,CO80524
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    SARA MARANOWICZ COMM. PROG.
    000.00     		179,450    
    262 E MOUNTAIN AVENUE
    FORT COLLINS,CO80524
    ERIN RICCI GLOBAL PROG.
    000.00     		130,140    
    262 E MOUNTAIN AVE
    FORT COLLINS,CO80524
    JODIE RIESENBERGER PROJECT MANA
    000.00     		115,720    
    262 E MOUNTAIN AVENUE
    FORT COLLINS,CO80524
    BRYCE MERRILL MUSIC PROGRA
    000.00     		106,456    
    262 E MOUNTAIN AVE
    FORT COLLINS,CO80526
    CHERYL ZIMLICH EXEC. DIRECT
    000.00     		106,425    
    262 E MOUNTAIN AVE
    FORT COLLINS,CO80524
    Total number of other employees paid over $50,000...................bullet 11
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 GIVE NEXT: THE MISSION IS TO EDUCATE STUDENTS ABOUT THE VITAL ROLE THAT NONPROFITS AND PHILANTHROPY PLAY IN THEIR COMMUNITY. THROUGH THE PROGRAM, LOCAL BUSINESSES, FOUNDATIONS AND INDIVIDUALS BECOME CLASSROOM DONORS BY PROVIDING EACH PARTICIPATING SCHOOL WITH 5,000 TO AWARD TO NONPROFITS IN LARIMER COUNTY, COLORADO. WITH THE FINANCIAL SUPPORT OF THESE GENEROUS DONORS, STUDENTS DESIGN AND MANAGE THEIR OWN GRANTMAKING PROGRAMS. THIS YEAR-LONG PROGRAM BEGINS WITH GIVE NEXT KICKOFF DAY, A DAY OF INFORMATION AND INSPIRATION. DURING THE SCHOOL YEAR, STUDENTS WORK TOGETHER TO IDENTIFY COMMUNITY NEEDS, CHOOSE A FOCUS AREA, CREATE A MISSION STATEMENT, RESEARCH NONPROFITS, VOLUNTEER, CONDUCT SITE VISITS, REVIEW GRANT APPLICATIONS AND MAKE FUNDING DECISIONS. AT THE END OF THE SCHOOL YEAR, STUDENTS AWARD GRANTS TO SELECTED NONPROFITS. PROGRAM PARTNER, THE COMMUNITY FOUNDATION OF NORTHERN COLORADO, RECEIVES ALL GIVE NEXT DONATIONS AND MANAGES THE GIVE NEXT NONPROFIT GRANT APPLICATION AND AWARD PROC 28,529
    2 SONIC SPOTLIGHT: TARGETING YOUNG, NORTHERN COLORADO-BASED MUSICIANS WHO ARE CREATING ORIGINAL MUSIC. THE PROGRAM IS INTENDED TO PROVIDE A PLATFORM TO SPUR DEVELOPMENT AND CONNECTION AS WELL AS CELEBRATE THIS SELDOM RECOGNIZED AND UNDERSERVED SEGMENT OF THE MUSIC COMMUNITY. 19,748
    3 CONNECT FIRST: A LOCAL INITIATIVE WITH SYSTEM-LEVEL PARTNERS AND LOCAL NONPROFITS TO ADDRESS THE ACADEMIC AND OTHER WELL-BEING OUTCOME DISPARITIES IN OUR COMMUNITY BASED ON RACE AND INCOME. PARTNERS INCLUDE SENIOR LEADERS FROM BOHEMIAN FOUNDATION, CITY OF FORT COLLINS, POUDRE SCHOOL DISTRICT, UNITED WAY OF LARIMER COUNTY, EARLY CHILDHOOD COUNCIL OF LARIMER COUNTY, LARIMER COUNTY DEPARTMENT OF HUMAN SERVICES, AND, LARIMER COUNTY ECONOMIC AND WORKFORCE DEVELOPMENT DEPARTMENT. 17,479
    4 GIVE 10: A LOCAL INITIATIVE TO INSPIRE CHARITABLE CONNECTIONS, CELEBRATE PHILANTHROPY AND BUILD A STRONGER LARIMER COUNTY. GIVE 10 BRINGS TOGETHER COMMUNITY DONORS, NONPROFIT ORGANIZATIONS AND COMMUNITY LEADERS TO CREATE DIALOGUE ON CHARITABLE GIVING AND PROMOTE ENGAGED GIVING. CURRENTLY, OVER 350 LOCAL HOUSEHOLDS PARTNER WITH GIVE 10 AND ARE - OR ON THEIR WAY TO - ANNUALLY GIVING 10,000 EACH TO LARIMER COUNTY NONPROFIT ORGANIZATIONS. 16,717
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 CEF SMALL BUSINESS RECOVERY/BRIDGE LOANS PROGRAM 3,400,000
    2 CEF PPP PROGRAM RELATED INVESTMENT 2,000,000
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet5,400,000
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    4,623,474
    b
    Average of monthly cash balances.......................
    1b
    53,972,394
    c
    Fair market value of all other assets (see instructions)................
    1c
    8,785,380
    d
    Total (add lines 1a, b, and c).........................
    1d
    67,381,248
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    67,381,248
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,010,719
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    66,370,529
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,318,526
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    3,318,526
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    490,611
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    490,611
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,827,915
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    2,827,915
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    2,827,915
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    28,774,153
    b
    Program-related investments—total from Part IX-B..................
    1b
    5,400,000
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    34,174,153
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    34,174,153
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 2,827,915
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 8,498,764
    b From 2016...... 10,796,497
    c From 2017...... 26,078,444
    d From 2018...... 20,027,546
    e From 2019...... 22,350,431
    fTotal of lines 3a through e........ 87,751,682
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 34,174,153
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 2,827,915
    e Remaining amount distributed out of corpus 31,346,238
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 119,097,920
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		8,498,764
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		110,599,156
    10 Analysis of line 9:
    a Excess from 2016.... 10,796,497
    b Excess from 2017.... 26,078,444
    c Excess from 2018.... 20,027,546
    d Excess from 2019.... 22,350,431
    e Excess from 2020.... 31,346,238
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    PAT STRYKER 37500573
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    BOHEMIAN FOUNDATION
    262 E MOUNTAIN AVENUE
    FORT COLLINS,CO80524
    (970) 221-2636
    bThe form in which applications should be submitted and information and materials they should include:
    PHAROS GRANT APPLICATION SHOULD BE SUBMITTED ON BOHEMIAN FOUNDATION'S ONLINE GRANT APPLICATION PORTAL. ACCESS TO THE PORTAL IS AVAILABLE ON OUR WEBSITE (WWW.BOHEMIANFOUNDATION.ORG). PLEASE INCLUDE THE FOLLOWING ATTACHMENTS: DETAILED BUDGET FOR THE ENTIRE PROJECT, DETAILED AGENCY BUDGET FOR THE YEAR IN WHICH THE PROJECT IS BEING REQUESTED, EXTERNALLY PREPARED FINANCIAL STATEMENTS (AUDITED, REVIEWED, OR COMPILED) IF AVAILABLE, MOST RECENTLY FILED 990, BOARD OF DIRECTORS LIST, IRS 501 (C)(3) DETERMINATION LETTER (FIRST TIME APPLICANTS ONLY AND THIS EXCLUDES PUBLIC SCHOOLS), TOP FIVE FUNDING SOURCES SPREADSHEET, OUTCOMES TABLE, OUTSTANDING FINAL OR INTERIM REPORTS, BUDGET NARRATIVE (IF THE BUDGET NEEDS FURTHER EXPLANATION). COMMUNITY EVENT FUND GRANT APPLICATION SHOULD BE SUBMITTED ON BOHEMIAN FOUNDATION'S ONLINE GRANT APPLICATION PORTAL. ACCESS TO THE PORTAL IS AVAILABLE ON OUR WEBSITE (WWW.BOHEMIANFOUNDATION.ORG). PLEASE INCLUDE THE FOLLOWING ATTACHMENTS: DETAILED EVENT BUDGET, EVENT SPO
    cAny submission deadlines:
    PHAROS FUND: FEBRUARY AND SEPTEMBER OF EACH YEAR - SPECIFIC DATE VARIES COMMUNITY EVENT FUND: 90 DAY
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    PHAROS "APPLICANTS MUST BE A 501(C)(3) ORGANIZATION OR GOVERNMENTAL UNIT (AS DEFINED IN SECTION 170 (C)(1) OF THE INTERNAL REVENUE CODE.). SOME EXCLUSIONS APPLY. PRIVATE FOUNDATIONS, GOVERNMENT ENTITIES, TYPE III NON- FUNCTIONALLY-INTEGRATED SUPPORTING ORGANIZATIONS, AND PROGRAMS UNDER FISCAL SPONSORSHIP ARE INELIGIBLE TO APPLY TO PHAROS. PLEASE SEE OUR FULL GUIDELINES FOR ELIGIBILITY REQUIREMENTS FOR GOVERNMENT ENTITIES. "APPLICANTS MUST PROVIDE SERVICES WITHIN POUDRE SCHOOL DISTRICT BOUNDARY. AGENCIES DON'T NEED TO BE HEADQUARTERED IN FORT COLLINS TO RECEIVE FUNDING. HOWEVER, APPLICANTS MUST SERVE CLIENTS WITHIN THE POUDRE SCHOOL DISTRICT BOUNDARY OR HAVE A DIRECT IMPACT ON INDIVIDUALS IN OUR GRANTMAKING AREA. "ORGANIZATIONS MAY ONLY SUBMIT ONE APPLICATION PER GRANT ROUND. (FOR GOVERNMENTAL UNITS, POUDRE SCHOOL DISTRICT AND COLORADO STATE UNIVERSITY APPLICANTS, ONE APPLICANT PER SCHOOL OR DEPARTMENT IS ALLOWABLE.) COMMUNITY EVENT FUND "APPLICANTS MUST BE A 501(C)(3) PUBLIC CHARITY NO
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    SEE ATTACHED STATEMENT
    VARIOUS
    FORT COLLINS,CO80524     		    VARIOUS 26,544,929
    Total .................................bullet 3a 26,544,929
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 32,390  
    4 Dividends and interest from securities....     14 361,088  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		        34,904,891
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aTRIOS LEASE REVENUE     		    1 1  
    bNORTH COLLEGE INCOME     16 26,400  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   419,879 34,904,891
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    35,324,770
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    BOHEMIAN FOUNDATION
     
    Employer identification number

    84-1605993
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    BOHEMIAN FOUNDATION
          		Employer identification number
    84-1605993
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    PAT STRYKER
    262 E MOUNTAIN AVENUE
     
    FORT COLLINS, CO80524

    		$ 37,500,573


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    BOHEMIAN FOUNDATION
          		Employer identification number

    84-1605993
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 174,094 SHARES OF SYK STOCK $ 30,250,573 2020-06-26
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 INTEREST IN PS TIMBERLINE LAKES, LLC (LLC ONLY HOLDS UNDEV ELOPED LAND) $ 7,250,000 2020-03-26
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    BOHEMIAN FOUNDATION
          		Employer identification number

    84-1605993
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 AmortizationSchedule
    Name:
    BOHEMIAN FOUNDATION
    EIN:
    84-1605993
    Description of Amortized Expenses Date Acquired, Completed, or Expended Amount Amortized Deduction for Prior Years Amortization Method Current Year Amortization Net Investment Income Adjusted Net Income Total Amount of Amortization
    WEBSITE DEVELOPMENT 2010-07-01 56,975 36,084 15.0000 3,798     39,882

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    BOHEMIAN FOUNDATION
    EIN:
    84-1605993
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    XEROX DOCUMATE 272 SCANNE 2008-02-25 1,076 1,076 200DB 5.0000        
    TRIOS EXHIBITS 2012-09-01 2,100,000 2,100,000 200DB 5.0000        
    MACBOOK PRO 2014-04-07 2,698 2,698 200DB 5.0000        
    FLUXX DISCOVERY SOFTWARE 2015-07-01 8,000 8,000 200DB 3.0000        
    FLUXX 2015-02-19 26,000 26,000 200DB 3.0000        
    FLUXX EXPENSES (TONY) 2015-07-01 1,150 1,150 200DB 3.0000        
    FLUXX DISCOVERY EXEC 2 2015-08-01 13,000 12,138 200DB 5.0000 862      
    MURPHY CENTER - BLDG 2015-12-17 123,022 12,804 S/L 39.0000 3,154      
    MURPHY CENTER - LAND 2015-12-17 30,805              
    FLUXX DISCOVERY EXEC 3 2016-03-30 13,000 13,000 200DB 3.0000        
    TREE INSTALLATION 2016-08-31 3,950 2,582 150DB 15.0000 137      
    BUILDING IMPROVEMENTS 2016-10-01 18,098 1,489 S/L 39.0000 464      
    10X10 SHED 2017-04-04 10,145 6,242 150DB 15.0000 390      
    6 FT PRIVACY FENCE 2017-09-11 2,989 1,839 150DB 15.0000 115      
    ASPHALT IMPROVEMENTS 2017-09-11 3,748 2,306 150DB 15.0000 144      
    3 XCELERATOR HAND DRYERS 2017-12-20 2,750 2,750 200DB 7.0000        
    FIRM ALARM SYSTEM 2018-08-21 6,423 226 S/L 39.0000 165      
    COPY MACHINE 2018-12-17 5,995 5,995 200DB 7.0000        
    2015 ASSET MISSING FROM TAX 2015-07-01 198 198            
    STRENGTHENING COMMUNITY ART 2019-07-01 1,432 1,432 200DB 7.0000        
    MURPHY CENTER DOUBLE DOOR 2019-12-14 17,720 19 S/L 39.0000 454      
    1311 N. COLLEGE LAND 2019-05-06 1,333,709              
    1311 N. COLLEGE BUILDING 2019-05-06 428,707 6,870 S/L 39.0000 10,993 10,993    

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    TY 2020 ExpenditureResponsibilityStmt
    Name:
    BOHEMIAN FOUNDATION
    EIN:
    84-1605993
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    FORT TOWN INC
    DOWNTOWN BUSINESS ASSOCIATION     		19 OLD TOWN SQUARE STE 230
    FORT COLLINS,CO80524     		    2014 MUSIC SPONSORSHIP OF THREE FREE PUBLIC EVENTS   NO 10/30/2014   NO MISAPPROPRIATION OF FUNDS. PROGRAMS WERE A SUCESS.
    LITTLE KIDS ROCK INC
          		271 GROVE AVENUE
    VERONA,NJ07044     		    AMP UP NYC   NO 3/27/2014 AND 4/21/2015   NO MISAPPROPRIATION OF FUNDS. PROGRAM SUCCESSFUL.
    SERIMUS OPERATING FOUNDATION
          		148 REMINGTON STREET
    FORT COLLINS,CO80524     		    EARLY MUSIC PROGRAM   NO 2/19/2015   NO MISAPPROPRIATION OF FUNDS. PROGRAM SUCCESSFUL.
    COMMUNITY FOUNDATION OF N COLORADO
          		4745 WHEATON DRIVE SUITE 100
    FORT COLLINS,CO80525     		    HOMEWARD 2020 PROGRAM   NO 12/16/2014   NO MISAPPROPRIATION OF FUNDS. PROGRAM SUCCESSFUL.

    TY 2020 LandEtcSchedule2
    Name:
    BOHEMIAN FOUNDATION
    EIN:
    84-1605993
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    PPE AND LAND 2,789,904 2,225,692 564,212 1,928,924
    LAND 1,364,712   1,364,712  


    TY 2020 LegalFeesSchedule
    Name:
    BOHEMIAN FOUNDATION
    EIN:
    84-1605993
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL AND PROFESSIONAL FEES 65,048 6,595   58,452


    TY 2020 OtherAssetsSchedule
    Name:
    BOHEMIAN FOUNDATION
    EIN:
    84-1605993
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    AMORTIZABLE ASSETS 33,806 27,469 27,469
    PREPAID EXPENSES 15,000 15,000 15,000
    RECEIVABLES      
    OTHER ASSET      


    TY 2020 OtherExpensesSchedule
    Name:
    BOHEMIAN FOUNDATION
    EIN:
    84-1605993
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    SPECIAL INITIATIVES VARIOUS P 91,876     91,876
    INVESTMENT FEES 10,614 10,614    
    INSURANCE 6,702 541   6,161
    OFFICE EXPENSES 92,933 75   92,858
    PROGRAM DEVELOPMENT 11,445     11,445
    MISCELLANEOUS 403     403
    RECRUITING EXPENSES 4,875     4,875
    MURPHY CENTER OPERATIONS 53,290     53,290


    TY 2020 OtherIncomeSchedule2
    Name:
    BOHEMIAN FOUNDATION
    EIN:
    84-1605993
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    TRIOS LEASE REVENUE 1 1  
    NORTH COLLEGE INCOME 26,400 26,400  


    TY 2020 OtherNotesLoansRcvblShortSch2
    Name:
    BOHEMIAN FOUNDATION
    EIN:
    84-1605993
    Name of 501(c)(3) Organization Balance Due
    OTHER NOTES RECEIVABLE
          		3,340,430


    TY 2020 SubstantialContributorsSch
    Name:
    BOHEMIAN FOUNDATION
    EIN:
    84-1605993
    Name Address
    PAT STRYKER 262 E MOUNTAIN AVENUE
    FORT COLLINS,CO80524


    TY 2020 TaxesSchedule
    Name:
    BOHEMIAN FOUNDATION
    EIN:
    84-1605993
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX AND FEES 877,363 203