TRELLIS FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- TRELLIS FOUNDATION (EIN 81-4714749)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-07-15
- IRS object ID
- 202541969349300014
- Schema version
- 2023v6.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-15T09:25:47-05:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19026 RIDGEWOOD PKWY STE 400 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78259 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814714749 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRELLIS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TREL | BusinessNameControlTxt |
| Phone | 5122195700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5393 | AddressLine1Txt |
| City | ROUND ROCK | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 786835393 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTIN BOYER | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 5122195700 | PhoneNum |
| Signature | 2025-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPHINE BEHREND | PreparerPersonNm |
| PTIN | P00715390 | PTIN |
| Phone | 2108286281 | PhoneNum |
| Preparation | 2025-07-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KRISTIN BOYER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5393 | AddressLine1Txt |
| City | ROUND ROCK | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 786835393 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $629,419,740 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TRELLISFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2016 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | TRELLIS FOUNDATION IS A GRANT-MAKING PUBLIC CHARITABLE ORGANIZATION FOCUSED ON IMPROVING POSTSECONDARY ATTAINMENT FOR LOW-INCOME STUDENTS AND STUDENTS OF COLOR IN TEXAS. OUR APPROACH IS HIGHLY COLLABORATIVE AND PRIORITIZES CATALYTIC INVESTMENTS, FOCUSED ON CHANGING OR INFORMING CHANGE TO POLICY, PRACTICE AND SYSTEMS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,000,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,617,527 | PYInvestmentIncomeAmt |
| CY Investment Income | $68,347,142 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $5,617,527 | PYTotalRevenueAmt |
| CY Total Revenue | $78,347,142 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,528,920 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $9,052,166 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $591,371 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $961,155 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,274,839 | PYOtherExpensesAmt |
| CY Other Expenses | $1,172,126 | CYOtherExpensesAmt |
| PY Total Expenses | $5,395,130 | PYTotalExpensesAmt |
| CY Total Expenses | $11,185,447 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $222,397 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $67,161,695 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $405,709,664 | TotalAssetsBOYAmt |
| Total Assets EOY | $501,046,144 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,522,511 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $702,243 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $403,187,153 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $500,343,901 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TRELLIS FOUNDATION ADVANCES EQUITABLE EDUCATIONAL OPPORTUNITIES IN TEXAS BY SUPPORTING POSTSECONDARY PROGRAMS, PRACTICES AND SYSTEMS THAT REDUCE DISPARITIES AND LEAD TO SUCCESS FOR LOW-INCOME STUDENTS AND STUDENTS OF COLOR. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,851,864 | ExpenseAmt |
| Grant | $9,052,166 | GrantAmt |
| Desc | TRELLIS FOUNDATION ADVANCES EQUITABLE EDUCATIONAL OPPORTUNITIES IN TEXAS BY SUPPORTING POSTSECONDARY PROGRAMS, PRACTICES AND SYSTEMS THAT REDUCE DISPARITIES AND LEAD TO SUCCESS FOR LOW-INCOME STUDENTS AND STUDENTS OF COLOR. | Desc |
| Total Program Service Expenses | $9,851,864 | 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 | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | 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 | 0 | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| 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 | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRISTIN BOYER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5122195700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5393 | AddressLine1Txt |
| City | ROUND ROCK | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 786835393 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DORA ANN VERDE | |||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ALMA GARCIA | |||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOSH HUNT | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK MILLIRON PHD | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD RHODES PHD | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SUZANNE WALSH JD | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WELCOME W WILSON JR | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTIN BOYER | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $202,801 | $0 | $53,469 | ||
| ERICA EKWURZEL EFF 102423 | |||||||
| CHIEF OF STAFF, SECRETARY | 40.00 | Yes (X) | $11,173 | $0 | $600 | ||
| GREGORY DICKSON | |||||||
| SECRETARY (THRU 10/2/23) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNY ACHILLES | |||||||
| SR. DIRECTOR | 40.00 | $145,901 | $0 | $41,075 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $359,875 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $95,144 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $10,000,000 | AllOtherContributionsAmt |
| Total Contributions | $10,000,000 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,641,274 | TotalRevenueColumnAmt |
| Exclusion | $13,641,274 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $605,778,466 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $551,072,598 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $54,705,868 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,705,868 | TotalRevenueColumnAmt |
| Exclusion | $54,705,868 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $78,347,142 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $68,347,142 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,052,166 | TotalAmt |
| Program Services | $9,052,166 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $388,356 | TotalAmt |
| Program Services | $137,901 | ProgramServicesAmt |
| Management And General | $250,455 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $469,760 | TotalAmt |
| Program Services | $440,883 | ProgramServicesAmt |
| Management And General | $28,877 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,380 | TotalAmt |
| Program Services | $12,272 | ProgramServicesAmt |
| Management And General | $10,108 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,406 | TotalAmt |
| Management And General | $25,406 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,253 | TotalAmt |
| Program Services | $38,125 | ProgramServicesAmt |
| Management And General | $17,128 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,691 | TotalAmt |
| Program Services | $6,894 | ProgramServicesAmt |
| Management And General | $3,797 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,240 | TotalAmt |
| Management And General | $42,240 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $685,292 | TotalAmt |
| Management And General | $685,292 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,648 | TotalAmt |
| Program Services | $12,618 | ProgramServicesAmt |
| Management And General | $154,030 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,031 | TotalAmt |
| Program Services | $1,901 | ProgramServicesAmt |
| Management And General | $130 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,707 | TotalAmt |
| Program Services | $7,761 | ProgramServicesAmt |
| Management And General | $20,946 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,289 | TotalAmt |
| Management And General | $7,289 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,457 | TotalAmt |
| Program Services | $72,317 | ProgramServicesAmt |
| Management And General | $11,140 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,420 | TotalAmt |
| Program Services | $62,082 | ProgramServicesAmt |
| Management And General | $5,338 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,691 | TotalAmt |
| Management And General | $21,691 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | $45,924 | $1,944 | $43,980 |
| SPONSORSHIPS | $10,736 | $5,000 | $5,736 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,185,447 | TotalAmt |
| Program Services | $9,851,864 | ProgramServicesAmt |
| Management And General | $1,333,583 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,321,579 | BOYAmt |
| EOY | $866,436 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,997,502 | BOYAmt |
| EOY | $17,153,720 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $826,058 | BOYAmt |
| EOY | $1,118,327 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,006 | BOYAmt |
| EOY | $49,593 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $380,515,519 | BOYAmt |
| EOY | $481,655,179 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $202,889 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $405,709,664 | BOYAmt |
| EOY | $501,046,144 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $950,418 | BOYAmt |
| EOY | $662,826 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,547,834 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,259 | BOYAmt |
| EOY | $39,417 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,522,511 | BOYAmt |
| EOY | $702,243 | 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 | $403,187,153 | BOYAmt |
| EOY | $500,343,901 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $403,187,153 | BOYAmt |
| EOY | $500,343,901 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $405,709,664 | BOYAmt |
| EOY | $501,046,144 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $67,161,695 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $29,994,370 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $683 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,909,343 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $79,953,723 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $167,441,095 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,000,000 | CurrentTaxYearAmt |
| Total | $262,304,161 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,909,343 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $79,953,723 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $167,441,095 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $10,000,000 | CurrentTaxYearAmt |
| Total | $262,304,161 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $262,304,161 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,990,539 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,064,434 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,182,527 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,245,955 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,641,274 | CurrentTaxYearAmt |
| Total | $34,124,729 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $296,428,890 | TotalSupportAmt |
| Public Support CY170 | 0.88490 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91920 | 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) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED VACATION | Desc |
| Amt | $39,417 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $39,417 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $107,656,220 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $29,994,370 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $29,994,370 | RevenueNotReportedAmt |
| Revenue Subtotal | $77,661,850 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $685,292 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $685,292 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $78,347,142 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,499,472 | TotExpnsEtcAuditedFinclStmtAmt |
| Prior Year Adjustments | -$683 | PriorYearAdjustmentsAmt |
| Expenses Not Reported | -$683 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,500,155 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $685,292 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $685,292 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,185,447 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ASC PROVIDES GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, DISCLOSED AND PRESENTED IN THE FINANCIAL STATEMENTS. THIS REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE FOUNDATION'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED WHEN CHALLENGED OR WHEN EXAMINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE LIKELY THAN NOT THRESHOLD WOULD BE RECORDED AS A TAX BENEFIT/EXPENSE AND ASSET/LIABILITY IN THE CURRENT YEAR. MANAGEMENT HAS DETERMINED THERE ARE NO MATERIAL UNCERTAIN INCOME TAX POSITIONS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (50 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ALLIANCE OF COMMUNITY ASSISTANCE MINISTRIES | |||||||||
| 710 N POST OAK RD STE 210 | HOUSTON | TX | 77024 | 275410988 | 501(C)(3) | $100,000 | $0 | STRATEGIC | |
| AMARILLO COLLEGE FOUNDATION | |||||||||
| PO BOX 447 2201 SOUTH WASHINGTON | AMARILLO | TX | 79178 | 756029084 | 501(C)(3) | $6,250 | $0 | DIRECT | |
| AMERICA SUCCEEDS | |||||||||
| 1390 LAWRENCE ST STE 200 | DENVER | CO | 80204 | 455334937 | 501(C)(3) | $50,000 | $0 | CAPACITY | |
| AMERICAN ASSOCIATION OF COLLEGES & UNIVERSITIES | |||||||||
| 1818 R ST NW | WASHINGTON | DC | 20009 | 521945674 | 501(C)(3) | $187,500 | $0 | CAPACITY | |
| ASSOCIATION OF COMMUNITY COLLEGE TRUSTEES | |||||||||
| 1101 17TH STREET NW SUITE 300 | WASHINGTON | DC | 20036 | 526120210 | 501(C)(3) | $250,000 | $0 | STRATEGIC | |
| BLACK PROFESSIONALS ALLIANCE OF AUSTIN | |||||||||
| PO BOX 143404 | AUSTIN | TX | 78714 | 900488947 | 501(C)(3) | $50,000 | $0 | DIRECT | |
| BLINN COLLEGE | |||||||||
| 902 COLLEGE AVE | BRENHAM | TX | 77833 | 746000400 | GOVT | $250,000 | $0 | STRATEGIC | |
| CAMERON COUNTY EDUCATION INITIATIVE INC | |||||||||
| 800 W JEFFERSON SUITE 140 | BROWNSVILLE | TX | 78526 | 811841293 | 501(C)(3) | $100,000 | $0 | GENERAL OPERATIONS | |
| CATALYST EDUCATION | |||||||||
| 721 HILARY ST SUITE 2 | NEW ORLEANS | LA | 70118 | 822628337 | 501(C)(3) | $350,000 | $0 | STRATEGIC | |
| CHILDREN AT RISK | |||||||||
| PO BOX 56003 | HOUSTON | TX | 77256 | 760360533 | 501(C)(3) | $50,000 | $0 | RESEARCH | |
| CLARENDON COLLEGE FOUNDATION | |||||||||
| 1122 COLLEGE DRIVE PO BOX 968 | CLARENDON | TX | 79226 | 752378278 | 501(C)(3) | $6,250 | $0 | DIRECT | |
| COLLEGIATE EDU-NATION | |||||||||
| PO BOX 194 | ROSCOE | TX | 79545 | 832468060 | 501(C)(3) | $125,000 | $0 | STRATEGIC | |
| COMMUNITIES FOUNDATION OF TEXAS INC | |||||||||
| 5500 CARUTH HAVEN LANE | DALLAS | TX | 75225 | 750964565 | 501(C)(3) | $500,000 | $0 | STRATEGIC | |
| ALLIANCE FOR HIGHER EDUCATION IN PRISON | |||||||||
| 1801 N BROADWAY SUITE 417 | DENVER | CO | 80202 | 923435116 | 501(C)(3) | $110,000 | $0 | STRATEGIC | |
| COUNCIL ON FOUNDATIONS | |||||||||
| 1255 23RD STREET NW SUITE 200 | WASHINGTON | DC | 20037 | 136068327 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATIONS | |
| E2E PARTNERS | |||||||||
| PO BOX 261125 | CORPUS CHRISTI | TX | 78426 | 753137924 | 501(C)(3) | $350,000 | $0 | STRATEGIC | |
| EDUCATION TRUST INC | |||||||||
| 1501 K STREET NW SUITE 200 | WASHINGTON | DC | 20005 | 521982223 | 501(C)(3) | $125,000 | $0 | STRATEGIC | |
| EVERY TEXAN | |||||||||
| 7020 EASY WIND DR STE 200 | AUSTIN | TX | 78752 | 742898197 | 501(C)(3) | $80,000 | $0 | STRATEGIC | |
| EXCELENCIA IN EDUCATION | |||||||||
| 1156 15TH ST NW | WASHINGTON | DC | 20005 | 200927912 | 501(C)(3) | $150,000 | $0 | GENERAL OPERATIONS | |
| FRANK PHILLIPS COLLEGE DEVELOPMENT CORPORATION | |||||||||
| PO BOX 5118 | BORGER | TX | 79008 | 751765603 | 501(C)(3) | $6,250 | $0 | DIRECT | |
| GRANTMAKERS FOR EDUCATION | |||||||||
| 851 SW 6TH AVE STE 350 | PORTLAND | OR | 87204 | 330919329 | 501(C)(3) | $7,000 | $0 | GENERAL OPERATIONS | |
| GRAYSON COLLEGE | |||||||||
| 6101 GRAYSON DRIVE | DENISON | TX | 75020 | 751169719 | GOVT | $125,000 | $0 | STRATEGIC | |
| INTERCULTURAL DEVELOPMENT RESEARCH ASSOCIATION | |||||||||
| 5815 CALLAGHAN RD STE 101 | SAN ANTONIO | TX | 78228 | 741804539 | 501(C)(3) | $125,000 | $0 | STRATEGIC | |
| LEE COLLEGE FOUNDATION | |||||||||
| PO BOX 818 | BAYTOWN | TX | 77522 | 746105635 | 501(C)(3) | $84,000 | $0 | DIRECT | |
| LONE STAR JUSTICE ALLIANCE | |||||||||
| 3809 S 1ST ST | AUSTIN | TX | 78704 | 822345921 | 501(C)(3) | $100,000 | $0 | CAPACITY | |
| MEADOWS MENTAL HEALTH POLICY INSTITUTE | |||||||||
| PO BOX 140836 | DALLAS | TX | 75214 | 463992618 | 501(C)(3) | $1,000,000 | $0 | STRATEGIC | |
| NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS | |||||||||
| 1110 VERMONT AVENUE NW SUITE 800 | WASHINGTON | DC | 20005 | 530259954 | 501(C)(3) | $99,057 | $0 | STRATEGIC | |
| NATIONAL COLLEGE ATTAINMENT NETWORK | |||||||||
| 800 17TH ST NW 630 | WASHINGTON | DC | 20006 | 311793562 | 501(C)(3) | $36,800 | $0 | DIRECT | |
| NEW YORK UNIVERSITY | |||||||||
| 665 BROADWAY SUITE 801 | NEW YORK | NY | 10012 | 135562308 | 501(C)(3) | $1,000,000 | $0 | STRATEGIC | |
| NPOWER INC | |||||||||
| 85 NE LOOP 410 SUITE 201 | SAN ANTONIO | TX | 78216 | 134145441 | 501(C)(3) | $200,000 | $0 | GENERAL OPERATIONS | |
| OPEN CAMPUS | |||||||||
| 1 THOMAS CIRCLE NW SUITE 700 | WASHINGTON | DC | 20005 | 842427054 | 501(C)(3) | $100,000 | $0 | STRATEGIC | |
| PROJECT QUEST INC | |||||||||
| 800 QUINTANA RD BLDG 8 | SAN ANTONIO | TX | 78211 | 742643545 | 501(C)(3) | $100,000 | $0 | GENERAL OPERATIONS | |
| REGION ONE EDUCATION SERVICE CENTER | |||||||||
| 1900 W SCHUNIOR ST | EDINBURG | TX | 78541 | 741588186 | 501(C)(3) | $300,000 | $0 | STRATEGIC | |
| SAN JACINTO COMMUNITY COLLEGE FOUNDATION | |||||||||
| 4624 FAIRMONT PKWY | PASADENA | TX | 77504 | 760502278 | 501(C)(3) | $95,775 | $0 | DIRECT | |
| STATE BUSINESS EXECUTIVES | |||||||||
| 5404 BACKLICK WOODS CT | SPRINGFIELD | VA | 22151 | 854035633 | 501(C)(4) | $10,000 | $0 | GENERAL OPERATIONS | |
| TEXAS AFTER VIOLENCE PROJECT | |||||||||
| PO BOX 41476 | AUSTIN | TX | 78704 | 800294810 | 501(C)(3) | $50,000 | $0 | CAPACITY | |
| TEXAS ASSOCIATION OF COMMUNITY COLLEGES | |||||||||
| 1304 SAN ANTONIO STREET STE 201 | AUSTIN | TX | 78701 | 562358912 | 501(C)(3) | $325,000 | $0 | STRATEGIC | |
| TEXAS HIGHER EDUCATION FOUNDATION | |||||||||
| 1801 N CONGRESS AVE SUITE 12200 | AUSTIN | TX | 78701 | 743017895 | 501(C)(3) | $260,000 | $0 | STRATEGIC | |
| TEXAS TECH FOUNDATION INC | |||||||||
| PO BOX 45025 | LUBBOCK | TX | 79409 | 756043842 | 501(C)(3) | $100,000 | $0 | DIRECT | |
| TEXAS TRIBUNE INC | |||||||||
| 919 CONGRESS AVENUE SIXTH FLOOR | AUSTIN | TX | 78701 | 264527097 | 501(C)(3) | $100,000 | $0 | STRATEGIC | |
| THE ASPEN INSTITUTE | |||||||||
| 2300 N STREET NW STE 700 | WASHINGTON | DC | 20037 | 840399006 | 501(C)(3) | $300,000 | $0 | STRATEGIC | |
| THE DALLAS FOUNDATION | |||||||||
| 1122 KENILWORTH DRIVE SUITE 201 | TOWSON | MD | 21204 | 276601178 | 501(C)(3) | $500,000 | $0 | STRATEGIC | |
| THE JED FOUNDATION | |||||||||
| 745 FIFTH AVENUE SUITE 500 | NEW YORK | NY | 10151 | 134131139 | 501(C)(3) | $30,000 | $0 | GENERAL OPERATIONS | |
| UNIVERSITY OF TEXAS AT AUSTIN | |||||||||
| 110 INNER CAMPUS DRIVE MAIL STOP | AUSTIN | TX | 78712 | 742000203 | GOVT | $257,554 | $0 | RESEARCH | K5300 |
| UNIVERSITY OF TEXAS AT EL PASO | |||||||||
| 500 W UNIVERSITY AVE | EL PASO | TX | 79968 | 746000813 | GOVT | $195,694 | $0 | DIRECT | |
| UNIVERSITY OF TEXAS AT SAN ANTONIO | |||||||||
| ONE UTSA CIRCLE | SAN ANTONIO | TX | 78249 | 741717115 | GOVT | $250,000 | $0 | STRATEGIC | |
| UNIVERSITY OF TEXAS SYSTEM | |||||||||
| 210 W 7TH STREET | AUSTIN | TX | 78701 | 746000203 | GOVT | $100,606 | $0 | STRATEGIC | |
| WACO FOUNDATION | |||||||||
| 1224 AUSTIN AVENUE SUITE 100 | WACO | TX | 76701 | 746054628 | 501(C)(3) | $223,500 | $0 | GENERAL OPERATIONS | |
| WEST TEXAS A&M UNIVERSITY | |||||||||
| 2501 4TH AVE | CANYON | TX | 79016 | 756031405 | GOVT | $6,250 | $0 | DIRECT | |
| YOUNG INVINCIBLES | |||||||||
| 1025 CONNECTICUT AVE NW 914 | WASHINGTON | DC | 20036 | 462214021 | 501(C)(3) | $84,000 | $0 | STRATEGIC | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 49 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS ARE DOCUMENTED THROUGH SIGNED GRANT AGREEMENTS, AWARD LETTERS, OR INVOICES DEPENDING ON THE TYPE OF GRANT, SIZE OF AWARD, AND LEGAL STATUS OF THE AWARDED ENTITY. THESE DOCUMENTS DESCRIBE REQUIREMENTS OF THE GRANTEE THAT ALIGN WITH ALL STATE, FEDERAL, AND LOCAL LAWS AND REGULATIONS AND MANY INCLUDE DELIVERABLES, METRICS, AND REPORTING REQUIREMENTS (WHEN APPROPRIATE GIVEN THE TYPE OF GRANT AND THE LEGAL STATUS OF THE ORGANIZATION). WHEN REPORTING IS REQUIRED, PROGRAM STAFF REVIEW REPORTS FOR PROGRESS ON DELIVERABLES AND/OR METRICS, CHALLENGES EXPERIENCED, AND EXPENDITURE OF FUNDS. WHEN NEEDED, STAFF FOLLOW UP WITH GRANTEE VIA EMAIL, PHONE, OR IN PERSON TO CLARIFY INFORMATION IN REPORT AND/OR GRANT REQUIREMENTS. WHEN GRANTS HAVE MULTIPLE DISBURSEMENTS, SUBSEQUENT DISBURSEMENTS ARE CONTINGENT ON COMPLETE, APPROVED REPORTS. FINAL REPORTS AND THEIR REVIEW INCLUDE: A) PROJECT OBJECTIVES AND THE DEGREE TO WHICH THEY WERE ACHIEVED B) OBSERVATIONS ABOUT THE PROJECT'S SUCCESS OR LACK THEREOF C) FINANCIAL STATUS OF THE PROJECT ENSURING ALL FUNDS WERE EXPENSED FOR THE FUNDED WORK. ALL GRANTS, REGARDLESS OF INCLUSION OF REPORTING REQUIREMENTS, RECEIVE A CLOSEOUT REVIEW IN WHICH FOUNDATION STAFF ENSURE THE INTENDED PURPOSE OF THE GRANT. FOR GRANTS WITHOUT REPORTING REQUIREMENTS (SUCH AS EVENT SPONSORSHIPS) OR UNRESTRICTED GRANTS, THIS INCLUDES DOCUMENTATION SUCH AS CONFIRMATION THE EVENT OCCURRED OR ACKNOWLEDGEMENT OF UNRESTRICTED FUNDING FROM GRANTEE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KRISTIN BOYER | ||||||||||||||
| EXECUTIVE DIRECTOR | $189,429 | $0 | $0 | $0 | $13,372 | $0 | $22,529 | $0 | $30,940 | $0 | $256,270 | $0 | $0 | $0 |
| JENNY ACHILLES | ||||||||||||||
| SR. DIRECTOR | $135,144 | $0 | $0 | $0 | $10,757 | $0 | $31,038 | $0 | $10,037 | $0 | $186,976 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | TRELLIS FOUNDATION WORKS WITH ITS AUDIT FIRM AND EXTERNAL ACCOUNTANTS TO PREPARE THE 990. ONCE A FINAL DRAFT IS AVAILABLE, IT IS SUBMITTED TO EXECUTIVE MANAGEMENT FOR REVIEW. ONCE ALL QUESTIONS HAVE BEEN RESOLVED, THE RETURN, IN ITS FINAL FORM, IS PROVIDED TO THE TRELLIS FOUNDATION BOARD OF DIRECTORS FOR THEIR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL EMPLOYEES, OFFICERS, AND DIRECTORS MUST AGREE TO THE TRELLIS FOUNDATION'S CONFLICT OF INTEREST POLICY. WITHIN THE POLICY, ALL EMPLOYEES, OFFICERS, AND DIRECTORS ARE REQUIRED TO DISCLOSE ANY BUSINESS INTERESTS OUTSIDE OF TRELLIS FOUNDATION. FOUNDATION MANAGEMENT REVIEWS AND ACTS ON POTENTIAL CONFLICTS. ACTUAL CONFLICT, SHOULD THEY OCCUR, MAY RESULT IN DISCIPLINARY ACTION, UP TO AND INCLUDING TERMINATION AND POSSIBLE CRIMINAL PROSECUTION. TRELLIS TEAM MEMBERS ARE REQUIRED TO COMPLETE PERIODIC TRAINING AS IT RELATES TO TRELLIS FOUNDATION'S POLICIES, INCLUDING THE CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE FOUNDATION CONTRACTS WITH A THIRD PARTY CONSULTANT TO PROVIDE BENCHMARK DATA FOR FOUNDATION EMPLOYEES AND OFFICERS, INCLUDING PERIODIC COMPENSATION STUDIES WHICH ARE PRESENTED TO THE FOUNDATION BOARD OF DIRECTORS FOR THEIR REVIEW. THE THIRD PARTY CONSULTANTS USE COMPENSATION DATA FOR SIMILARLY QUALIFIED PERSONS IN THE COMPARABLE POSITIONS FOR BOTH OFFICERS AND KEY EMPLOYEES IN SIMILAR ORGANIZATIONS. DOCUMENTATION TO SUPPORT BENCHMARK DECISIONS REGARDING COMPENSATION ARRANGEMENTS FOR ALL EMPLOYEES IS RETAINED. THE TRELLIS FOUNDATION OFFICER AND EMPLOYEE POSITIONS FOR WHICH THE BENCHMARKING PROCESS IS USED TO ESTABLISH COMPENSATION OCCURS ANNUALLY. ANNUALLY, THE BOARD MAKES SPECIFIC DECISIONS ON THE EXECUTIVE DIRECTOR'S SALARY. DECISIONS REGARDING COMPENSATION ARE DOCUMENTED IN THE BOARD MEETING MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | TRELLIS FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. TRELLIS FOUNDATION'S 990 IS AVAILABLE ON CANDID. |