WACO FOUNDATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WACO FOUNDATION (EIN 74-6054628)
- Tax period
- 2020-04-01 to 2021-03-31
- Filed
- 2022-02-14
- IRS object ID
- 202230459349301748
- Schema version
- 2020v4.0
- 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 D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-14T13:38:26-07:00 | ReturnTs |
| Tax Period End | 2021-03-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746054628 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WACO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WACO | BusinessNameControlTxt |
| Phone | 2547543404 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1227 N VALLEY MILLS DR STE 235 | AddressLine1Txt |
| City | WACO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76710 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ASHLEY DULSKI | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2547433404 | PhoneNum |
| Signature | 2022-02-11 | SignatureDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 1 | TrustedCustomerCd |
| OOB Security Verification | 11 | OOBSecurityVerificationCd |
| Last Submission Rqr OOB | 1 | LastSubmissionRqrOOBCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Ashley Dulski | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1227 N Valley Mills Dr | AddressLine1Txt |
| Address Line2 | Suite 235 | AddressLine2Txt |
| City | Waco | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76710 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $40,441,271 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WACOFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | AS THE COMMUNITY FOUNDATION SERVING MCLENNAN COUNTY, TEXAS, WACO FOUNDATION IS AN INDEPENDENT PUBLIC CHARITY THAT STEWARDS PHILANTHROPIC RESOURCES FROM INSTITUTIONAL AND INDIVIDUAL DONORS AND DIRECTS THEIR USE FOR THE BENEFIT OF COMMUNITY-BASED CHARITIES. THE GOAL OF WACO FOUNDATION IS TO INCREASE QUALITY OF LIFE IN THE GEOGRAPHIC AREA IT SERVES, MCLENNAN COUNTY. WACO FOUNDATION DEVOTES THE RESOURCES IN ITS CARE TO EFFORTS THAT IDENTIFY AND ADDRESS THE COMMUNITY'S GREATEST NEEDS. ACTIVITIES ARE GOVERNED BY A VOLUNTARY, ROTATING BOARD OF TRUSTEES COMPRISED OF PEOPLE FROM THE COMMUNITY, WHICH USES ITS VARIANCE POWER TO ENSURE THAT THE INTERESTS OF THE ENTIRE COMMUNITY ARE THE FOCUS OF THE WORK AND THAT THE WORK REMAINS RELEVANT OVER TIME. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 23 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $2,203 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,588,585 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,050,927 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $12,686,081 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,380,207 | CYInvestmentIncomeAmt |
| PY Other Revenue | $30,962 | PYOtherRevenueAmt |
| CY Other Revenue | $477,362 | CYOtherRevenueAmt |
| PY Total Revenue | $20,305,628 | PYTotalRevenueAmt |
| CY Total Revenue | $8,908,496 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,266,952 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,645,968 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,016,847 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $834,934 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $70,179 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,230,603 | PYOtherExpensesAmt |
| CY Other Expenses | $1,272,889 | CYOtherExpensesAmt |
| PY Total Expenses | $8,514,402 | PYTotalExpensesAmt |
| CY Total Expenses | $6,753,791 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $11,791,226 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,154,705 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $87,878,638 | TotalAssetsBOYAmt |
| Total Assets EOY | $115,989,579 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $572,667 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $448,774 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $87,305,971 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $115,540,805 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF WACO FOUNDATION IS TO PROMOTE SOLUTIONS TO COMMUNITY CHALLENGES, STRENGTHEN LOCAL NONPROFITS, ENGAGE PHILANTHROPISTS AND MANAGE CHARITABLE ASSETS IN ORDER TO IMPROVE QUALITY OF LIFE IN MCLENNAN COUNTY. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $434,943 | ExpenseAmt |
| Grant | $367,236 | GrantAmt |
| Revenue | $28,003 | RevenueAmt |
| Desc | WACO FOUNDATION OPERATING FUND: THIS FUND IS THE ORGANIZATION'S PRIMARY COMPETITIVE GRANTMAKING FUND, PROVIDING GRANTS TO NONPROFITS THAT SERVE MCLENNAN COUNTY RESIDENTS, ALONG WITH OTHER FUNDS (DISCRETIONARY AND SELECTED FIELD OF INTEREST FUNDS) THAT SUPPORT OUR COMPETITIVE GRANT PROGRAM. THE FOUNDATION PROVIDES SUPPORT TO SEVERAL COMMUNITY-WIDE EFFORTS DESIGNED TO END SYSTEMIC POVERTY AND PROMOTE EDUCATION AND HEALTH. THE GRANTS MADE FROM OUR DISCRETIONARY PROGRAM BENEFITED OVER TWENTY INSTITUTIONS AND ORGANIZATIONS, INCLUDING SMALL NONPROFITS, WHICH ADDRESS BASIC HUMAN NEEDS, TO LARGE INSTITUTIONS WORKING TO INTERVENE WITH SYSTEMIC ISSUES THAT LEAD TO POVERTY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $337,905 | ExpenseAmt |
| Grant | $209,133 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | MAC COLLEGE MONEY PROGRAM: THIS FUND WAS ESTABLISHED TO PROVIDE 1ST AND 2ND YEAR GRANTS TO STUDENTS ATTENDING MCLENNAN COMMUNITY COLLEGE AND TEXAS STATE TECHNICAL COLLEGE IN MCLENNAN COUNTY. IN ADDITION, 3RD AND 4TH YEAR SCHOLARSHIPS ARE ALSO PROVIDED TO PREVIOUS GRANT RECIPIENTS WHO WANT TO CONTINUE THEIR EDUCATION AT ANY 4-YEAR COLLEGE WITHIN OR OUTSIDE THE MCLENNAN COUNTY AREA. DURING THE 2020 TAX YEAR, 205 MCLENNAN COUNTY SENIORS ENROLLED IN THE MAC COLLEGE MONEY PROGRAM. THE SENIOR MAC AND SCHOLARSHIPS COORDINATOR AND THE MAC AND SCHOLARSHIPS COORDINATOR OF THE PROGRAM ASSIST STUDENTS IN COMPLETING THEIR ANNUAL FAFSA IN ORDER TO ACCESS FEDERAL STUDENT AID GRANTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $662,265 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | "ORGANIZATIONAL MISSION" PROGRAM: THIS FUND PROVIDES GRANTS AND SERVICES THAT PROMOTE NONPROFIT AND PUBLIC SECTOR EFFORTS TO ADDRESS COMMUNITY CHALLENGES. PROGRAM ACTIVITIES INCLUDE, BUT ARE NOT LIMITED TO: (A) THE AWARD OF SMALL ASSISTANCE GRANTS TO HELP NONPROFITS SECURE NONPROFIT MANAGEMENT GUIDANCE, SERVICE OR EXPERTISE. THIS INCLUDES HELP FROM A PROFESSIONAL NONPROFIT CONSULTANT, TOPICAL TRAININGS (E.G. FUND DEVELOPMENT, PROPOSAL WRITING) OR PROFESSIONAL DEVELOPMENT COURSES; (B) PROVIDING ACCESS TO FIELD/SECTOR SPECIFIC EDUCATIONAL RESOURCES OR THE DELIVERY OF TRAININGS INTENDED TO SUPPORT COMMUNITY ORIENTED PROBLEM SOLVING AND SYSTEMS LEVEL STRATEGIZING (E.G. MEETING FACILITATION, RACIAL EQUITY); (C) THE CREATION, IDENTIFICATION, OR SHARING (VIA WEBSITES AND NEWSLETTERS) OF RESOURCES AND INFORMATION ON A VARIETY OF TOPICS INCLUDING BUT NOT LIMITED TO FUND DEVELOPMENT, FINANCIAL MANAGEMENT AND SUSTAINABILITY, LEADERSHIP, BEST PRACTICES IN NONPROFIT MANAGEMENT, RACIAL EQUITY; (D) THE DELIVERY OF A CIVIC/COMMUNITY-ORIENTED LEADERSHIP SKILLS DEVELOPMENT PROGRAM; (E) SUPPORTING EFFORTS TO ADDRESS EARLY CHILDHOOD QUALITY OF LIFE FACTORS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,326,053 | ExpenseAmt |
| Grant | $4,069,599 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THIS INCLUDES ALL OTHER FUNDS OWNED AND MANAGED BY WACO FOUNDATION - 231 DESIGNATED, DONOR ADVISED, SCHOLARSHIP, FIELD OF INTEREST AND DISCRETIONARY FUNDS. TEN OF THE FOUNDATION'S DISCRETIONARY AND SELECT FIELD OF INTEREST FUNDS GAVE GRANTS TO ONE OF THE FOUNDATION'S PROGRAM FUNDS, THE ORGANIZATIONAL MISSION PROGRAM. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $4,326,053 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $4,069,599 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $5,761,166 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 23 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTHA STUHR CPA | PersonNm |
| Phone | 2547543404 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1227 N VALLEY MILLS DR STE 235 | AddressLine1Txt |
| City | WACO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76710 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 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 |
|---|---|---|---|---|---|---|---|
| Ashley Dulski | |||||||
| Executive Director | 39.9 | 0.1 | Yes (X) | $176,552 | $0 | $22,504 | |
| Leslie Mitchell | |||||||
| Director of Finance | 29.75 | 0.25 | Yes (X) | $53,964 | $0 | $5,222 | |
| Martha Stuhr | |||||||
| Director of Finance | 39.75 | 0.25 | Yes (X) | $28,021 | $0 | $0 | |
| Malcolm Duncan Jr | |||||||
| Chair | 2.5 | 0.1 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Sherman Ayres | |||||||
| Vice-Chair | 2.5 | 0.1 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Soo Battle | |||||||
| Trustee | 2.5 | 0.1 | $0 | $0 | $0 | Yes (X) | |
| Kristen Mynar | |||||||
| Trustee | 2.5 | 0.1 | $0 | $0 | $0 | Yes (X) | |
| Mike Bidwell | |||||||
| Trustee | 2.5 | 0.1 | $0 | $0 | $0 | Yes (X) | |
| Monte Hulse | |||||||
| Trustee | 2.5 | 0.1 | $0 | $0 | $0 | Yes (X) | |
| Chris McSwain | |||||||
| Secretary/Treasurer | 2.5 | 0.1 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Mike Raymond | |||||||
| Trustee | 2.50 | 0.1 | $0 | $0 | $0 | Yes (X) | |
| Aaron Zimmerman | |||||||
| Trustee | 2.5 | 0.1 | $0 | $0 | $0 | Yes (X) | |
| Melli Wickliff | |||||||
| Trustee | 2.5 | 0.1 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $258,537 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $27,726 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Neuberger Berman | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1290 Avenue of the Americas | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101040001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT CONSULTING | ServicesDesc |
| Compensation | $147,118 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $4,050,927 | AllOtherContributionsAmt |
| Noncash Contributions | $956,561 | NoncashContributionsAmt |
| Total Contributions | $4,050,927 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,413,550 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,203 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,411,347 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
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 |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,499,432 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,532,775 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,966,657 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,966,657 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,966,657 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | 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 |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| 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 |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Income from Fees Charged to Funds | 900099 | $28,003 | $28,003 | $0 | $0 |
| Gain on Life Insurance | 900099 | $449,359 | $0 | $0 | $449,359 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $477,362 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,908,496 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,003 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,203 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,827,363 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,258,541 | TotalAmt |
| Program Services | $4,258,541 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $387,427 | TotalAmt |
| Program Services | $387,427 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,683 | TotalAmt |
| Program Services | $117,336 | ProgramServicesAmt |
| Management And General | $147,361 | ManagementAndGeneralAmt |
| Fundraising | $19,986 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $442,934 | TotalAmt |
| Program Services | $225,148 | ProgramServicesAmt |
| Management And General | $181,692 | ManagementAndGeneralAmt |
| Fundraising | $36,094 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,840 | TotalAmt |
| Program Services | $10,144 | ProgramServicesAmt |
| Management And General | $10,713 | ManagementAndGeneralAmt |
| Fundraising | $1,983 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,937 | TotalAmt |
| Program Services | $9,708 | ProgramServicesAmt |
| Management And General | $21,625 | ManagementAndGeneralAmt |
| Fundraising | $2,604 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,540 | TotalAmt |
| Program Services | $23,916 | ProgramServicesAmt |
| Management And General | $22,721 | ManagementAndGeneralAmt |
| Fundraising | $3,903 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $657 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $657 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,939 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $27,939 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,783 | TotalAmt |
| Management And General | $296,783 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $279,843 | TotalAmt |
| Program Services | $272,188 | ProgramServicesAmt |
| Management And General | $7,655 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,318 | TotalAmt |
| Program Services | $9,462 | ProgramServicesAmt |
| Management And General | $20,856 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,178 | TotalAmt |
| Program Services | $17,737 | ProgramServicesAmt |
| Management And General | $43,832 | ManagementAndGeneralAmt |
| Fundraising | $5,609 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,550 | TotalAmt |
| Program Services | $33,360 | ProgramServicesAmt |
| Management And General | $37,190 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,085 | TotalAmt |
| Program Services | $37,181 | ProgramServicesAmt |
| Management And General | $52,904 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,014 | TotalAmt |
| Program Services | $4,394 | ProgramServicesAmt |
| Management And General | $4,620 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,641 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,641 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,266 | TotalAmt |
| Program Services | $2,506 | ProgramServicesAmt |
| Management And General | $3,760 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Workshop/Facilitated Services | $344,044 | $344,044 | $0 | $0 |
| Receptions and Events | $15,084 | $3,649 | $11,435 | $0 |
| Dues and Subscriptions | $8,969 | $2,502 | $6,467 | $0 |
| Miscellaneous | $24,518 | $1,923 | $22,595 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,753,791 | TotalAmt |
| Program Services | $5,761,166 | ProgramServicesAmt |
| Management And General | $922,446 | ManagementAndGeneralAmt |
| Fundraising | $70,179 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200 | BOYAmt |
| EOY | $200 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,852,188 | BOYAmt |
| EOY | $8,339,620 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $330,786 | BOYAmt |
| EOY | $163,020 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $164,216 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $162,365 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,610 | BOYAmt |
| EOY | $1,851 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,515,459 | BOYAmt |
| EOY | $96,153,653 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,072,106 | BOYAmt |
| EOY | $11,273,408 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,289 | BOYAmt |
| EOY | $57,827 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,878,638 | BOYAmt |
| EOY | $115,989,579 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,715 | BOYAmt |
| EOY | $52,324 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $415,952 | BOYAmt |
| EOY | $396,450 | 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 | $572,667 | BOYAmt |
| EOY | $448,774 | 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 | $50,965,888 | BOYAmt |
| EOY | $54,613,435 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,340,083 | BOYAmt |
| EOY | $60,927,370 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,305,971 | BOYAmt |
| EOY | $115,540,805 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,878,638 | BOYAmt |
| EOY | $115,989,579 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,154,705 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $25,967,077 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $113,052 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,516,301 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,807,805 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,715,014 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,588,585 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,050,927 | CurrentTaxYearAmt |
| Total | $26,678,632 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,516,301 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,807,805 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,715,014 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,588,585 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,050,927 | CurrentTaxYearAmt |
| Total | $26,678,632 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,422,908 | SubstantialContributorsTotAmt |
| Public Support Total170 | $23,255,724 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $693,733 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $944,695 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,074,931 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,120,776 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,411,347 | CurrentTaxYearAmt |
| Total | $5,245,482 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,635 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,149 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,454 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,203 | CurrentTaxYearAmt |
| Total | $79,441 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $32,003,555 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $53,694 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.72666 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73366 | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 77 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 154 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $1,720,292 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $2,330,635 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $2,865,313 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $1,780,655 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $9,562,372 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $106,427,207 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $72,934,647 | BeginningYearBalanceAmt |
| Contributions | $411,807 | ContributionsAmt |
| Investment Earnings Or Losses | $27,500,275 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,608,965 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $741,715 | AdministrativeExpensesAmt |
| End Year Balance | $98,496,049 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $81,901,646 | BeginningYearBalanceAmt |
| Contributions | $1,798,741 | ContributionsAmt |
| Investment Earnings Or Losses | -$7,069,085 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,948,786 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $747,869 | AdministrativeExpensesAmt |
| End Year Balance | $72,934,647 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $75,494,427 | BeginningYearBalanceAmt |
| Contributions | $7,011,977 | ContributionsAmt |
| Investment Earnings Or Losses | $1,575,559 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,413,921 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $766,396 | AdministrativeExpensesAmt |
| End Year Balance | $81,901,646 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,623,096 | BeginningYearBalanceAmt |
| Contributions | $1,965,313 | ContributionsAmt |
| Investment Earnings Or Losses | $7,049,053 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,451,461 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $691,574 | AdministrativeExpensesAmt |
| End Year Balance | $75,494,427 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $61,497,231 | BeginningYearBalanceAmt |
| Contributions | $1,628,606 | ContributionsAmt |
| Investment Earnings Or Losses | $7,342,035 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,165,575 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $679,201 | AdministrativeExpensesAmt |
| End Year Balance | $68,623,096 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.384 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.2305 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.3855 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $0 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $164,216 | OtherCostOrOtherBasisAmt |
| Depreciation | $162,365 | DepreciationAmt |
| Book Value | $1,851 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,851 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $11,273,408 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $11,273,408 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 | THE ENDOWMENTS OF WACO FOUNDATION ARE INTENDED TO PROVIDE INCOME TO VARIOUS CHARITABLE ORGANIZATIONS AND ACTIVITIES IN MCLENNAN COUNTY, TEXAS AS WELL AS MAINTAIN THEIR REAL VALUE OVER TIME. SOME ENDOWED FUNDS ARE ESTABLISHED TO PROVIDE SUPPORT FOR SPECIFIC, DESIGNATED CHARITIES. OTHER FUNDS, ESTABLISHED FOR GENERAL CHARITABLE COMMUNITY BETTERMENT OR A SPECIFIC CHARITABLE FIELD OF INTEREST, WILL PROVIDE GRANTS OF INCOME TO DIFFERENT CHARITIES EVERY YEAR ACCORDING TO COMMUNITY NEEDS AND THE FINDINGS OF THE DELIBERATIONS OF THE ORGANIZATION'S BOARD OF TRUSTEES. |
| Schedule D, Part X, Line 2 | THE FOUNDATION AND ITS SUPPORTING ORGANIZATION ARE EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC"). IN ACCORDANCE WITH IRC REGULATIONS, THE FOUNDATION IS TAXED ON UNRELATED BUSINESS INCOME, WHICH CONSISTS OF EARNINGS FROM ACTIVITIES NOT RELATED TO THE EXEMPT PURPOSE OF THE FOUNDATION. THE FOUNDATION ACCOUNTS FOR TAX UNCERTAINTIES BASED ON A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, WHEREBY TAX BENEFITS ARE ONLY RECOGNIZED WHEN THE FOUNDATION BELIEVES THAT THEY HAVE A GREATER THAN 50% LIKELIHOOD OF BEING SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE FOUNDATION HAS EVALUATED ALL ITS TAX POSITIONS AND DETERMINED THAT IT HAD NO UNCERTAIN INCOME TAX POSITIONS AS OF MARCH 31, 2021. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $8,593,031 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Spent | $8,593,031 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (70 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| American Gateways | |||||||
| PO Box 2405 | Waco | TX | 76703 | 742578266 | $15,000 | COVID-19 Support for the Immigrant Community of McLennan County | |
| Animal Birth Control Clinic Inc | |||||||
| 3238 Clay Ave | Waco | TX | 767111210 | 237110730 | $6,000 | General Support | |
| Antioch Community Church | |||||||
| 505 N 20th St | Waco | TX | 76707 | 742918395 | $44,000 | Waco Relief Fund, General Support | |
| Antioch Ministries International | |||||||
| 505 N 20th St | Waco | TX | 76707 | 742671872 | $17,260 | General Support | |
| Baylor University - University Advancement | |||||||
| 1 Bear Pl Unit 97050 | Waco | TX | 767987050 | 741159753 | $160,587 | Joe T. Brownfield Foundation Scholarship Fund | |
| Bosque Museum | |||||||
| PO Box 345 | Clifton | TX | 76634 | 237382016 | $5,500 | the Bosque Museum Match Fund | |
| Cameron Park Zoological and Botanical Society | |||||||
| 1703 N 4th St | Waco | TX | 76707 | 741290001 | $6,250 | General Support | |
| Caritas of Waco | |||||||
| 300 S 15th St | Waco | TX | 76701 | 741711575 | $91,415 | General Support | |
| CASA of McLennan County | |||||||
| 1208 North 5th Street | Waco | TX | 76707 | 455401776 | $6,000 | General Support | |
| Catholic Foundation - Diocese Of Austin | |||||||
| 6225 Hwy 290 E | Austin | TX | 787231025 | 263929913 | $10,000 | Encountering Christ Campaign | |
| Central Texas Senior Ministry | |||||||
| PO Box 85 | Waco | TX | 76703 | 741776447 | $25,570 | General Support | |
| City of Mart | |||||||
| PO Box 360 | Mart | TX | 76664 | 746001700 | $212,500 | Road Work | |
| Columbus Avenue Baptist Church | |||||||
| 1300 Columbus Ave | Waco | TX | 767011198 | 741282694 | $160,587 | General Support | |
| Communities Foundation of Texas | |||||||
| 5500 Caruth Haven Ln | Dallas | TX | 752258146 | 750964565 | $64,000 | General Support | |
| Community Cancer Association | |||||||
| PO Box 5002 | Waco | TX | 76708 | 746061914 | $11,070 | General Support | |
| Compassion Ministries of Waco Inc | |||||||
| 1421 Austin Ave | Waco | TX | 76701 | 742698244 | $20,649 | General Support | |
| Congregation Agudath Jacob | |||||||
| 4925 Hillcrest Dr | Waco | TX | 76710 | 741200140 | $20,850 | General Support | |
| Connected Nation Inc | |||||||
| PO Box 3448 | Bowling Green | KY | 42102 | 611394934 | $305,500 | General Support | |
| Creative Waco | |||||||
| PO Box 1104 | Waco | TX | 76703 | 473755745 | $20,050 | General Support | |
| Cultural Arts of Waco | |||||||
| 814 Elm Ave | Waco | TX | 76704 | 050616886 | $54,389 | Doris Miller Memorial | |
| Dayspring Baptist Church | |||||||
| 7900 Renewal Way | Woodway | TX | 76712 | 742688779 | $8,884 | General Support | |
| Family Abuse Center | |||||||
| PO Box 20395 | Waco | TX | 76702 | 742080943 | $34,500 | General Support | |
| Feed My Sheep Ministry Inc | |||||||
| PO Box 341 | Bell | FL | 32619 | 454739977 | $17,500 | House of Grace | |
| Fuzzy Friends Rescue | |||||||
| PO Box 20966 | Waco | TX | 76702 | 752699210 | $14,050 | Guardian Angel Society, General Support | |
| Grassroots Community Development | |||||||
| 1624 Colcord Avenue | Waco | TX | 76707 | 742995407 | $83,124 | Winter Storm Relief Funds, General Support | |
| Greater Waco Legal Services | |||||||
| PO Box 689 | Waco | TX | 767030689 | 814815182 | $23,050 | General Support | |
| Haggai International Institute for Advanced Leadership Training Inc | |||||||
| PO Box 13 | Atlanta | GA | 30370 | 580898309 | $11,780 | General Support | |
| Heart of Texas Community Health Center Inc | |||||||
| 1600 Providence Dr | Waco | TX | 76707 | 742446071 | $113,950 | Building Family Medicine Capital Campaign, Family Planning Services | |
| Heart of Texas Region MH-MR Center | |||||||
| PO Box 890 | Waco | TX | 767030890 | 741622958 | $10,000 | General Support, Family Planning Services | |
| Historic Waco Foundation Inc | |||||||
| 810 S 4th St | Waco | TX | 76706 | 741563772 | $69,165 | General Support | |
| Hope Pregnancy Centers Inc DBA Hope Womens Centers | |||||||
| 991 SW 71st Avenue | North Lauderdale | FL | 33068 | 650213258 | $40,000 | General Support | Administrative Business Office |
| Humane Society of Central Texas | |||||||
| 2032 Circle Rd | Waco | TX | 76706 | 742355124 | $50,254 | General Support | |
| International Corrugated Packaging Foundation | |||||||
| 113 South West Street | Alexandria | VA | 22314 | 541366696 | $10,000 | Funding Scholarships | Floor 3 |
| International Orthodox Christian Charities Inc | |||||||
| 110 West Rd Ste 360 | Baltimore | MD | 21204 | 251679348 | $11,000 | Disaster Relief, Emergency Services | |
| Jewish Federation of Waco | |||||||
| PO Box 8031 | Waco | TX | 76714 | 741167963 | $40,766 | General Support | |
| KWBU - Brazos Valley Public Broadcasting Foundation | |||||||
| 1 Bear Pl Unit 97296 | Waco | TX | 767987296 | 742674611 | $10,600 | General Support | |
| McLennan Community College Foundation | |||||||
| 1400 College Dr | Waco | TX | 76708 | 742550278 | $15,172 | General Support | |
| McLennan Community Investment Fund | |||||||
| 225 South Fifth Street | Waco | TX | 76701 | 844371176 | $10,000 | General Support | |
| Mission Waco Mission World Inc | |||||||
| 1315 N 15th St | Waco | TX | 76707 | 742605621 | $15,400 | General Support | |
| National Christian Charitable Foundation Inc | |||||||
| 11625 Rainwater Drive | Alpharetta | GA | 30009 | 581493949 | $940,655 | General Support | Suite 500 |
| Planned Parenthood of Greater Texas Inc | |||||||
| 7424 Greenville Ave | Dallas | TX | 75231 | 521243220 | $17,315 | General Support | Ste 206 |
| Project World Prayers | |||||||
| 849 Almar Ave | Santa Cruz | CA | 95060 | 770575340 | $5,580 | General Support | Suite C PMB-422 |
| Prosper Waco | |||||||
| 5002 Lakeland Circle | Waco | TX | 76710 | 465714986 | $117,457 | General Support | Suite B |
| Providence Foundation Inc | |||||||
| 6901 Medical Pkwy | Waco | TX | 76712 | 742683112 | $88,833 | General Support | |
| Providence Hospice | |||||||
| 6700 Sanger Ave | Waco | TX | 76710 | 752653292 | $26,000 | General Support | |
| Re-Engaged Ministries | |||||||
| PO Box 216 | Penns Park | PA | 18943 | 473565011 | $15,000 | General Support | |
| Seventh and James Baptist Church | |||||||
| 602 James Ave | Waco | TX | 767061476 | 741157369 | $6,331 | General Support | |
| St Alban's Episcopal Church | |||||||
| 305 N 30th St | Waco | TX | 76710 | 741238428 | $37,000 | General Support | |
| Start Up Waco | |||||||
| Greater Waco Chamber of Commerce | Waco | TX | 767031220 | 822094253 | $130,000 | General Support | PO Box 1220 |
| Stilwell Retirement Residence | |||||||
| 5400 Laurel Lake Dr | Waco | TX | 76710 | 741492082 | $37,995 | Building Improvements | |
| St Jude Children's Research Hospital | |||||||
| 501 St Jude Place | Memphis | TN | 38105 | 620646012 | $15,500 | Research Program, General Support | |
| St Paul's Episcopal Church | |||||||
| 601 Columbus Ave | Waco | TX | 76701 | 741109762 | $7,758 | General Support | |
| Talitha Koum Institute (Crossties Ministries) | |||||||
| PO Box 2202 | Waco | TX | 76703 | 752849153 | $14,200 | General Support | |
| Texas Tribune Inc | |||||||
| 919 Congress Ave | Austin | TX | 78701 | 264527097 | $5,250 | General Support | 6th Floor |
| The Cove Heart of Texas | |||||||
| PO Box 1956 | Waco | TX | 76703 | 474864862 | $20,120 | General Support | |
| The Salvation Army - Waco Corps | |||||||
| 4721 W Waco Dr | Waco | TX | 76710 | 580660607 | $41,554 | General Support | |
| The University of Texas at Austin - University Leadership Network | |||||||
| 2304 Whitis Ave | Austin | TX | 78712 | 746000203 | $7,000 | General Support | STOP F800 |
| Unbound Waco | |||||||
| 4300 W Waco Dr | Waco | TX | 76710 | 844960264 | $11,500 | Light Up the Dark 5K, General Support | Ste 2 Bldg B - 244 |
| Unitarian Universalist Fellowship of Waco | |||||||
| 4209 N 27th St | Waco | TX | 76708 | 746070818 | $47,960 | Improvements/Repairs, Marketing & Communications, General Support | |
| United Way of Waco-McLennan County | |||||||
| PO 7634 | Waco | TX | 76714 | 741189027 | $51,766 | General Support | |
| University of Notre Dame | |||||||
| 1251 N Eddy St | South Bend | IN | 46617 | 350868188 | $300,000 | General Support | Ste 300 |
| University of Texas - College of Fine Arts | |||||||
| 2301 Trinity ST STOP D1400 | Austin | TX | 787121424 | 746000203 | $10,000 | General Support | Office of the Dean |
| Valor Preparatory Academy | |||||||
| 4600 Sanger Avenue | Waco | TX | 76710 | 463834044 | $53,000 | General Support | |
| Vanguard Charitable | |||||||
| PO Box 9509 | Warwick | RI | 028899509 | 232888152 | $100,000 | General Support | |
| Waco Creative Art Center | |||||||
| PO Box 114 | Waco | TX | 767030114 | 741721811 | $20,100 | General Support | |
| Waco Habitat for Humanity | |||||||
| 220 N 11th St | Waco | TX | 76701 | 752130884 | $34,315 | Winter Storm Relief Funds, General Support | |
| Waco-McLennan County Public Health District | |||||||
| 225 W Waco Dr | Waco | TX | 76707 | 746002468 | $49,783 | Community Health Worker Initiative | |
| Waco Regional Baptist Association | |||||||
| PO Box 1848 | Waco | TX | 76703 | 746011083 | $17,478 | General Support | |
| Waco Symphony Association Inc | |||||||
| PO Box 1201 | Waco | TX | 76703 | 746062658 | $7,510 | General Support | |
| YMCA of Central Texas | |||||||
| PO Box 20515 | Waco | TX | 76702 | 742668685 | $22,385 | General Support | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 70 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships paid to Individuals | GrantTypeTxt |
| Recipient | 184 | RecipientCnt |
| Cash Grant | $387,427 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | EACH GRANT RECIPIENT IS SENT A COPY OF THEIR AWARD LETTER AND CONTRACT OUTLINING THE TERMS OF THE GRANT AWARD AND INSTRUCTIONS ON HOW TO REQUEST DISBURSEMENTS. THE SENIOR DIRECTOR OF COMMUNITY INVESTMENT AND OPERATIONS SCHEDULES A MEETING WITH THE RECIPIENT IF FURTHER EXPLANATION IS REQUIRED. THE SIGNED CONTRACT MUST BE RETURNED TO WACO FOUNDATION BEFORE THE FIRST DRAW CAN BE MADE. TYPICALLY, TO ACCESS THE FUNDS, THE ORGANIZATION MUST SUBMIT A CHECK REQUEST AND EXPENSE DOCUMENTATION OF WHEN, WHERE AND HOW THE MONEY WAS SPENT. THE SENIOR DIRECTOR OF COMMUNITY INVESTMENT AND OPERATIONS REVIEWS AND APPROVES THE CHECK REQUESTS AND DOCUMENTATION; AND ANY DISCREPANCIES BETWEEN HOW THE MONEY WAS SPENT AND WHAT FUNDS WERE ALLOTTED FOR ARE IMMEDIATELY ADDRESSED. DUE TO COVID-19, THE FOUNDATION ADJUSTED ITS GRANTMAKING TO INCLUDE SOME ADVANCE PAYMENTS FOR SPECIFIC EXPENSES (AGREED UPON WITH THE APPLICANT AS PART OF THEIR APPLICATION OR CORRESPONDENCE WITH STAFF). EACH "ADVANCED FUNDS" GRANTEE AGREED, VIA CONTRACT TERMS, TO COMPLY WITH USING FUNDS AS DESCRIBED AND ALSO PROVIDE PROOF OF USE. THE SENIOR DIRECTOR OF COMMUNITY INVESTMENT AND OPERATIONS MAINTAINS THE GRANT FILES. DEPENDING ON THE LENGTH OF THE PROJECT, ORGANIZATIONS MAY BE REQUIRED TO COMPLETE AN INTERIM EVALUATION REPORT SIX MONTHS AFTER THE GRANT HAS BEEN AWARDED (AN INTERIM REPORT IS NOT ALWAYS REQUIRED FOR SHORTER TERM GRANTS). ALL GRANTEES MUST SUBMIT A CLOSE-OUT REPORT UPON FINAL DRAW. THE TRUSTEES RECEIVE COPIES OF INTERIM AND CLOSE OUT GRANT REPORTS, EXPLAINING HOW FUNDS WERE USED. IN ADDITION, THE BOARD REVIEWS A LIST OF GRANT CHECKS WRITTEN AND ARE APPRISED OF ANY REQUESTS FOR REALLOCATION OR RESCISSION OF FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ashley Dulski | PersonNm |
| Title | Executive Director | TitleTxt |
| Base Compensation Filing Org | $159,552 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $17,000 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $17,700 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $4,804 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $199,056 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 34 | ContributionCnt |
| Noncash Contributions Rpt F990 | $956,561 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG HIGH/LOW VALUES | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 2 | THE FOUNDATION HELPED ESTABLISH A RELIEF/RECOVERY FUND (IN PARTNERSHIP WITH UNITED WAY) TO ADDRESS THE IMPACT OF COVID ON INDIVIDUALS AND FAMILIES. DUE TO WINTER STORM URI (FEBRUARY 2021), THE FOUNDATION ESTABLISHED A SECOND RELIEF FUND THAT WAS USED TO PROVIDE EMERGENCY HOME REPAIR ASSISTANCE AND FINANCIAL SUPPORT TO ELIGIBLE AREA RESIDENTS AND SOME NONPROFITS. |
| Form 990, Part VI, Section B, Line 11b | THE DIRECTOR OF FINANCE EMAILS TO THE BOARD OF TRUSTEES A COPY OF THE COMPLETED, UNFILED FORM 990, WITH AN EXPLANATION OF THE MOST IMPORTANT ITEMS OF INTEREST ON THE FORM. THE BOARD IS GIVEN AN OPPORTUNITY TO REVIEW THE FORM 990 AND ASK QUESTIONS ABOUT ITS CONTENTS. |
| Form 990, Part VI, Section B, Line 12c | CONFLICTS OF INTEREST ARE DETERMINED AND REVIEWED ON THE LEVELS OF EXECUTIVE DIRECTOR, COMMITTEE MEMBERS AND BOARD MEMBERS. IF THERE IS REASON TO BELIEVE THAT A MEMBER HAS FAILED TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICT OR DUALITY OF INTEREST, THEY WILL BE GIVEN AN OPPORTUNITY TO EXPLAIN. UPON FURTHER INVESTIGATION, THE BOARD OR COMMITTEE MAY TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION, WHICH MAY RESULT IN THE REMOVAL OF THAT PERSON FROM THEIR BOARD POSITION, OR TERMINATION OF EMPLOYMENT, IF AN EMPLOYEE. IF A MEMBER DISCLOSES A CONFLICT OR DUALITY OF INTEREST, THEY ARE ALLOWED TO REMAIN IN THE BOARD MEETING DURING DISCUSSIONS, BUT ARE REQUIRED TO ABSTAIN FROM VOTING ON THE SUBJECT. |
| Form 990, Part VI, Section B, Line 15 | IN DETERMINING THE EXECUTIVE DIRECTOR'S SALARY, THE BOARD USES THE COUNCIL ON FOUNDATION'S SALARY SURVEY, WHICH HAS INFORMATION ON EXECUTIVES FROM OTHER FOUNDATIONS AND INCLUDES COMPARISON DATA RELATED TO SIMILAR ASSET SIZE AND DIFFERENCES IN WAGE RATES BASED ON GEOGRAPHY. WACO FOUNDATION CONSIDERS FOR COMPARISON COMMUNITY FOUNDATIONS IN THE 50 TO 100 MILLION ASSET RANGE AND THAT ARE LOCATED IN THE SOUTHWEST REGION OF THE UNITED STATES. A COMPENSATION PACKET, WHICH INCLUDES INFORMATION ON EXECUTIVE PERFORMANCE, IS REVIEWED BY THE EXECUTIVE COMMITTEE PRIOR TO THE BOARD'S VOTE ON SALARIES, AND IS MAINTAINED AS A PART OF THE ORGANIZATIONAL RECORDS. INPUT FROM THE FULL BOARD IS OBTAINED THROUGH FORMAL ONLINE SURVEYS OF OBJECTIVE CRITERIA OR THROUGH THE CHAIRMAN'S POLLING OF BOARD MEMBERS VIA TELEPHONE CALLS AND MEETINGS. THIS PROCESS IS PERFORMED ANNUALLY. THE PROCESS FOR SETTING ALL OTHER EMPLOYEES' SALARIES IS BASED ON THE SAME SALARY SURVEY AND AN ANNUAL PERFORMANCE REVIEW. ALL SALARIES ARE APPROVED BY THE BOARD. |
| Form 990, Part VI, Section C, Line 18 | THE FOUNDATION'S FORM 1023 IS AVAILABLE UPON REQUEST. OUR MOST RECENTLY FILED FORM 990 IS AVAILABLE ON GUIDESTAR AND UPON REQUEST, AND OUR MOST RECENTLY FILED FORM 990T IS AVAILABLE UPON REQUEST. |
| Form 990, Part VI, Section C, Line 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS NOT MADE AVAILABLE TO THE PUBLIC. |
| Form 990, Part XI, Line 9 | OTHER CHANGES IN NET ASSETS: 113,052 REPRESENTS PARTNERSHIP DISTRIBUTIONS FROM PUBLICLY-TRADED LIMITED PARTNERSHIPS. THE SCHEDULE K-1'S FOR 2020 REFLECT BUSINESS GAINS, WHICH CREATES A BOOK-TAX DIFFERENCE BETWEEN THE AMOUNT RECEIVED AND THE AMOUNT THAT IS CONSIDERED UNRELATED BUSINESS INCOME. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WF ASSETS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1227 N VALLEY MILLS DR STE 235 | AddressLine1Txt |
| City | WACO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76710 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742783048 | EIN |
| Primary Activities | TYPE 1 SUPPORTING ORGANIZATION | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 11, TYPE 1 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WACO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| WF ASSETS INC | ||
| c | $230,710 | Cash |
| WF ASSETS INC | ||
| s | $28,003 | Administration Fee Income - Cash received from WF Assets, Inc. |