HILLSBOROUGH SCHOOLS FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HILLSBOROUGH SCHOOLS FOUNDATION (EIN 94-2634550)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-15
- IRS object ID
- 202301359349313880
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T14:50:45-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEILER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE LAGOON DR STE 400 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942634550 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILLSBOROUGH SCHOOLS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ALICIA ISERO | InCareOfNm |
| Business Name Control | HILL | BusinessNameControlTxt |
| Phone | 6503446685 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 EL CERRITO AVENUE | AddressLine1Txt |
| City | HILLSBOROUGH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY JASMER | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 6503446685 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | AMY | PersonFirstNm |
| Person Last | JASMER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBRA K MCCALL | PreparerPersonNm |
| PTIN | P00998198 | PTIN |
| Phone | 6503654646 | PhoneNum |
| Preparation | 2023-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | AMY JASMER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 EL CERRITO AVENUE | AddressLine1Txt |
| City | HILLSBOROUGH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,441,615 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.hsf.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE PRIMARY GOAL OF THE ORGANIZATION IS TO PROVIDE SUPPLEMENTARY FINANCIAL SUPPORT FOR THE PUBLIC SCHOOLS OF HILLSBOROUGH, CALIFORNIA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,719,151 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,663,594 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $747,289 | PYInvestmentIncomeAmt |
| CY Investment Income | $956,520 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$12,739 | PYOtherRevenueAmt |
| CY Other Revenue | $53,200 | CYOtherRevenueAmt |
| PY Total Revenue | $4,453,701 | PYTotalRevenueAmt |
| CY Total Revenue | $5,673,314 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,533,384 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,776,201 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $307,690 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $260,294 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $198,468 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $203,170 | PYOtherExpensesAmt |
| CY Other Expenses | $401,791 | CYOtherExpensesAmt |
| PY Total Expenses | $4,044,244 | PYTotalExpensesAmt |
| CY Total Expenses | $4,438,286 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $409,457 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,235,028 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,783,027 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,936,233 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,541,143 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,822,818 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,241,884 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,113,415 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE PRIMARY GOAL OF THE ORGANIZATION IS TO PROVIDE SUPPLEMENTARY FINANCIAL SUPPORT FOR THE PUBLIC SCHOOLS OF HILLSBOROUGH, CALIFORNIA, WHEN FUNDING FROM PUBLIC AND OTHER SOURCES IS INADEQUATE TO PROVIDE HIGH QUALITY EDUCTIONAL PROGRAMS AND OPPORTUNITIES FOR THE CHILDREN OF THE COMMUNITY. USES FOR THIS FINANCIAL SUPPORT WOULD INCLUDE, BUT NOT BE LIMITED TO, THE DEVELOPMENT AND ENHANCEMENT OF EDUCATIONAL PROGRAMS, THE PURCHASE OF BOOKS, SPECIALIZED EQUIPMENT AND OTHER ACEDEMIC MATERIALS, AND THE FUNDING OF PERSONNEL, SUCH AS CURRICULUM SPECIALISTS. AS PART OF ITS EFFORTS TO ACHIEVE THIS GOAL, THE FOUNDATION HAS ESTABLISHED AND MANAGES THE FRED SCHWARTZ ENDOWMENT FUND AS A SUPPLEMENTAL FINANCIAL RESOURCE FOR THE BENEFIT OF THE HILLSBOROUGH PUBLIC SCHOOLS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,826,200 | ExpenseAmt |
| Grant | $3,776,201 | GrantAmt |
| Desc | ANNUAL GIVING CAMPAIGN IS AN ANNUAL FUND DRIVE TO PARENTS AND COMMUNITY. THE FUNDS RAISED ARE USED TO MAKE GRANTS TO HILLSBOROUGH CITY SCHOOL DISTRICT AS SUPPLEMENTAL FUNDING TO THE SCHOOL DISTRICT BUDGET. | Desc |
| Total Program Service Expenses | $3,826,200 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALICIA ISERO | PersonNm |
| Phone | 6503446685 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 EL CERRITO AVE | AddressLine1Txt |
| City | HILLSBOROUGH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94010 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| Cynthia Foster termed 32022 | |||||||
| EXECUTIVE DIRECTOR | 40.0 | 0.0 | Yes (X) | $138,512 | $0 | $10,928 | |
| LEIGH ROSLANSKY | |||||||
| PAST PRESIDENT | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| COURTNEY BOCCI | |||||||
| APG PRESIDENT | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BREIGH MCCALL | |||||||
| PRESIDENT | 20.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| AMY JASMER | |||||||
| PRESIDENT ELECT | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TIFFANY TSURUDOME | |||||||
| SECRETARY & GOVERNANCE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ANGELOS DASSIOS | |||||||
| TREASURER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| HEATHER WILLIS | |||||||
| CHAIR, ANNUAL GIVING CAMPAIGN | 8.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| JOANIE SCHLAMPP | |||||||
| CO-CHAIR, COMMUNICATIONS | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| SIMONA JANKOWSKI | |||||||
| CO-CHAIR, AUDIT & ENDOWMENT | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| LISA DUFFELL | |||||||
| CHAIR, EVENTS | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| LYNETTE CAPLICE | |||||||
| CHAIR, NOMINATING | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| CINDY PANCHULA | |||||||
| CHAIR, SCHOLARS' CIRCLE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| LAURA GREEN | |||||||
| CHAIR, COMMUNITY CAMPAIGN | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| MARY ANN HASENSTAB | |||||||
| CHAIR, PERSONNEL | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| STEVE JUNO | |||||||
| CHAIR, STRATEGIC PLANNING | 0.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| Brad Cook | |||||||
| CO-Chair, Audit & Endowment | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| Nisha Ahluwalia | |||||||
| CO-Chair, Communications | 4.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| Bessie Seybold | |||||||
| Chair, Corporate Outreach | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| Julie Fleischer | |||||||
| Chair, Legacy Giving | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| Laura Hansen | |||||||
| CO-Chair, Parent Campaign | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| Jessica Zucker | |||||||
| CO-Chair, Parent Campaign | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| Blair Brown | |||||||
| Interim Executive Director | 40.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $138,512 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $10,928 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NONE | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Address | ContractorAddress |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $551,986 | FundraisingAmt |
| All Other Contributions | $4,111,608 | AllOtherContributionsAmt |
| Noncash Contributions | $314,577 | NoncashContributionsAmt |
| Total Contributions | $4,663,594 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $500,701 | TotalRevenueColumnAmt |
| Exclusion | $500,701 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,985,095 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,529,276 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $455,819 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $455,819 | TotalRevenueColumnAmt |
| Exclusion | $455,819 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $289,954 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $551,986 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $239,025 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,929 | TotalRevenueColumnAmt |
| Exclusion | $50,929 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SCRIP INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,271 | TotalRevenueColumnAmt |
| Exclusion | $2,271 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,271 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,673,314 | TotalRevenueColumnAmt |
| Exclusion | $1,009,720 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,776,201 | TotalAmt |
| Program Services | $3,776,201 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,945 | TotalAmt |
| Management And General | $81,395 | ManagementAndGeneralAmt |
| Fundraising | $43,550 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,454 | TotalAmt |
| Management And General | $73,258 | ManagementAndGeneralAmt |
| Fundraising | $39,196 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,055 | TotalAmt |
| Management And General | $3,293 | ManagementAndGeneralAmt |
| Fundraising | $1,762 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,840 | TotalAmt |
| Management And General | $11,622 | ManagementAndGeneralAmt |
| Fundraising | $6,218 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,560 | TotalAmt |
| Management And General | $32,560 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,999 | TotalAmt |
| Program Services | $49,999 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,887 | TotalAmt |
| Management And General | $26,887 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,970 | TotalAmt |
| Management And General | $131,970 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,100 | TotalAmt |
| Management And General | $12,408 | ManagementAndGeneralAmt |
| Fundraising | $8,692 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,898 | TotalAmt |
| Management And General | $2,898 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,587 | TotalAmt |
| Management And General | $10,587 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $51,410 | $4,583 | $46,827 |
| FUNDRAISING EXPENSE | $44,184 | $44,184 | |
| TELEPHONE | $1,138 | $1,138 | |
| MISCELLANEOUS | $29,058 | $21,019 | $8,039 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,438,286 | TotalAmt |
| Program Services | $3,826,200 | ProgramServicesAmt |
| Management And General | $413,618 | ManagementAndGeneralAmt |
| Fundraising | $198,468 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,717,859 | BOYAmt |
| EOY | $2,459,432 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,250 | BOYAmt |
| EOY | $25,025 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,881 | BOYAmt |
| EOY | $22,639 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $28,838 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $28,838 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,898 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,017,139 | BOYAmt |
| EOY | $14,429,137 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,783,027 | BOYAmt |
| EOY | $16,936,233 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,759 | BOYAmt |
| EOY | $47,261 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,518,384 | BOYAmt |
| EOY | $3,775,557 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,541,143 | BOYAmt |
| EOY | $3,822,818 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,671,082 | BOYAmt |
| EOY | $7,093,166 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,570,802 | BOYAmt |
| EOY | $6,020,249 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,241,884 | BOYAmt |
| EOY | $13,113,415 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,783,027 | BOYAmt |
| EOY | $16,936,233 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,235,028 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,349,282 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$14,215 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,246,174 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,246,333 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,927,243 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,719,151 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,663,594 | CurrentTaxYearAmt |
| Total | $20,802,495 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,246,174 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,246,333 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,927,243 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,719,151 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,663,594 | CurrentTaxYearAmt |
| Total | $20,802,495 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $20,802,495 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $300,314 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $340,127 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $357,191 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $367,864 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $500,701 | CurrentTaxYearAmt |
| Total | $1,866,197 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,929 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,536 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,809 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,270 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,271 | CurrentTaxYearAmt |
| Total | $20,815 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $22,689,507 | TotalSupportAmt |
| Public Support CY170 | 0.91683 | PublicSupportCY170Pct |
| Public Support PY170 | 0.92480 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Form4720 Filed | false | Form4720FiledInd |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (true) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $49,999 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $49,999 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
| Form4720 Filed4912 Tax | false | Form4720Filed4912TaxInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1F | FormAndLineReferenceDesc |
| Explanation | A GRANT WAS MADE TO THE STRONG AND SAFE HILLSBOROUGH SCHOOLS - YES ON H FOR SUPPORT OF MANDATORY FISCAL ACCOUNTABILITY. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,648,207 | BeginningYearBalanceAmt |
| Contributions | $9,338 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,421,604 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $166,397 | GrantsOrScholarshipsAmt |
| End Year Balance | $12,069,544 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,801,539 | BeginningYearBalanceAmt |
| Contributions | $5,025 | ContributionsAmt |
| Investment Earnings Or Losses | $3,945,882 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $104,239 | GrantsOrScholarshipsAmt |
| End Year Balance | $14,648,207 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,509,528 | BeginningYearBalanceAmt |
| Contributions | $31,812 | ContributionsAmt |
| Investment Earnings Or Losses | $359,194 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $98,995 | GrantsOrScholarshipsAmt |
| End Year Balance | $10,801,539 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,960,738 | BeginningYearBalanceAmt |
| Contributions | $16,750 | ContributionsAmt |
| Investment Earnings Or Losses | $622,968 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $90,928 | GrantsOrScholarshipsAmt |
| End Year Balance | $10,509,528 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,228,307 | BeginningYearBalanceAmt |
| Contributions | $16,575 | ContributionsAmt |
| Investment Earnings Or Losses | $800,548 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $84,682 | GrantsOrScholarshipsAmt |
| End Year Balance | $9,960,748 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.53670 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.20700 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.25630 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,838 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,838 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,297,145 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,349,282 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$3,349,282 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,646,427 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $26,887 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $26,887 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,673,314 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,425,614 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $14,215 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $14,215 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,411,399 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $26,887 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $26,887 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,438,286 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4 | The Foundation's endowment fund includes both donor-restricted endowment funds and funds designated by the Board of Directors to function as endowment. The donor-restricted endowment funds are restricted to investment in perpetuity, the income from which is expendable to support any activities of the Foundation. |
| PART X, LINE 2 | U.S. GAAP requires the Foundation to evaluate tax positions taken by the Foundation and recognize a tax liability if the Foundation has taken an uncertain position that more likely than not would not be sustained upon examination by the applicable tax authority. The Foundation has reviewed its tax positions for all open tax years and believes that it has appropriate support for the tax positions taken. Therefore, no liability has been recorded. |
| PART XII, LINE 2D | PRIOR YEAR PLEDGES WRITE-OFF OF $14,215 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CLASSIC | Event1Nm |
| Gross Receipts Event1 | $75,428 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $49,203 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $26,225 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $3,848 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $33,812 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $7,788 | OtherDirectExpensesEvent1Amt |
| Event2 | DINNER DANCE | Event2Nm |
| Gross Receipts Event2 | $725,792 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $492,573 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $233,219 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $921 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $106,488 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $60,145 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $40,720 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $10,210 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $30,510 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $1,139 | RentFcltyCostsOtherEventsAmt |
| Oth Direct Expnss Other Events | $24,884 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $841,940 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $551,986 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $289,954 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $5,908 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $140,300 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $92,817 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $239,025 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $50,929 | NetIncomeSummaryAmt |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 EL CERRITO | AddressLine1Txt |
| City | HILLSBOROUGH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94010 | ZIPCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hillsborough City School District | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 El Cerrito Ave | AddressLine1Txt |
| City | Hillsborough | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 943087831 | RecipientEIN |
| Cash Grant | $3,775,901 | CashGrantAmt |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | Use of grant funds is not being monitored directly by the Foundation. It is overseen by the Hillsborough City School District's School Board. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 29 | ContributionCnt |
| Noncash Contributions Rpt F990 | $225,227 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | quoted market price | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | LIVE AUCTION NONCASH CONTRIBUTIONS | Desc |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $89,350 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 25 | These are donated items such as ball game tickets, rolex watch, dinner events, golf outing, vacation rentals, etc for live auction at the Organization's special events with a donated value of $89,350. Amounts reported on this line is based on the number of contributions received. |
| PART I, LINE 9B | The organization is reporting the number of contributions received for noncash stock donations. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 | THE PRIMARY GOAL OF THE ORGANIZATION IS TO PROVIDE SUPPLEMENTARY FINANCIAL SUPPORT FOR THE PUBLIC SCHOOLS OF HILLSBOROUGH,CALIFORNIA, WHEN FUNDING FROM PUBLIC AND OTHER SOURCES IS INADEQUATE TO PROVIDE HIGH QUALITY EDUCATIONAL PROGRAMS AND OPPORTUNITIES FOR THE CHILDREN OF THE COMMUNITY. USES FOR THIS FINANCIAL SUPPORT WOULD INCLUDE, BUT NOT BE LIMITED TO, THE DEVELOPMENT AND ENHANCEMENT OF EDUCATIONAL PROGRAMS, THE PURCHASE OF BOOKS, SPECIALIZED EQUIPMENT AND OTHER ACADEMIC MATERIALS, AND THE FUNDING OF PERSONNEL, SUCH AS CURRICULUM SPECIALISTS. AS PART OF ITS EFFORTS TO ACHEIVE THIS GOAL, THE FOUNDATION HAS ESTABLISHED AND MANAGES THE FRED SCHWARTZ ENDOWMENT FUND AS A SUPPLEMENTAL FINANCIAL RESOURCE FOR THE BENEFIT OF THE HILLSBOROUGH PUBLIC SCHOOLS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. EACH DIRECTOR AND EXECUTIVE OFFICER OF THE ORGANIZATION AND EACH MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS ANNUALLY SIGN THE CONFLICT OF INTEREST STATEMENT AND DISCLOSURE FORM. THE BOARD OF DIRECTORS REVIEWS AND DETERMINES IF ANY CONFLICTS OF INTEREST EXIST AND TAKES THE APPROPRIATE ACTION AS OUTLINED IN THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PERSONNEL COMMITTEE DISCUSSED AND RECOMMENDED THE ANNUAL COMPENSATION PACKAGE FOR EXECUTIVE DIRECTOR AND OTHER EMPLOYEES BASED ON VARIOUS FACTORS SUCH AS PERFORMANCE REVIEWS, HISTORICAL COMPENSATION, AND COST OF LIVING. THE BOARD APPROVED AN ANNUAL BUDGET AND REVIEWS ACTUAL EXPENSES VERSUS BUDGETS THROUGHOUT THE YEAR. THESE REVIEWS INCLUDE SALARIES IN TOTAL. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, FORMS 990 (CURRENT AND PRIOR THREE YEARS) AND AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON WRITTEN OR ORAL REQUEST AT THE FOUNDATION'S OFFICE. WE DO NOT MAKE OUR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. |
| FORM 990, PART VI, SECTION B, LINE 11A | A COPY OF THE FORM 990 IS PROVIDED TO ALL DIRECTORS OF THE ORGANIZATION PRIOR TO FILING. THE AUDIT COMMITTEE WHO HAS BEEN CHARGED WITH THE RESPONSIBILITY OF REVIEWING AND APPROVING THE FORM 990 ON BEHALF OF THE BOARD REVIEWS AND APPROVES THE FORM 990 PRIOR TO IT BEING FILED. IN ADDITION, MANAGEMENT OF THE ORGANIZATION REVIEWS THE COMPLETED FORM 990 AND FOLLOWS UP WITH THE TAX PREPARATION FIRM TO ANSWER ANY QUESTIONS PRIOR TO FILING. |
| FORM 990 PART XI, LINE 9 | PRIOR YEAR PLEDGES WRITTEN OFF: $14,215 |