STRATEGY STUDIO / PUBLIC DATA EXPLORER

FIESTA FAMILY FOUNDATION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
FIESTA FAMILY FOUNDATION (EIN 46-2429232)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-10-13
IRS object ID
202142869349300839
Schema version
2020v4.1
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

FieldValueIRS element (for citing)
Return2021-10-13T10:09:39-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN946214841PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ARMANINO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line115950 N DALLAS PKWY 600AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75248ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN462429232EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FIESTA FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFIESBusinessNameControlTxt
Phone9727029300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line114800 LANDMARK BOULEVARD NO 500AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75254ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDALE EGGLESTONPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9727029300PhoneNum
Signature2021-10-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDALEPersonFirstNm
Person LastEGGLESTONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW PETROSKIPreparerPersonNm
PTINP00853132PTIN
Phone9726611843PhoneNum
Preparation2021-10-11PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDALE EGGLESTONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line114800 LANDMARK BLVD SUITE 500AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75254ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$275,151GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTP://FIESTAFAMILYFOUNDATION.ORG/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2013FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionFIESTA FAMILY FOUNDATION IS A 501(C)3 FUND ESTABLISHED TO HELP EMPLOYEES OF FIESTA RESTAURANT GROUP, INC. IN NEED OF FINANCIAL ASSISTANCE IN TIMES OF CRISIS. IN 2020, FIESTA HAS HELPED 110 FAMILIES.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$98,625PYContributionsGrantsAmt
CY Contributions Grants$274,984CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$167CYOtherRevenueAmt
PY Total Revenue$98,625PYTotalRevenueAmt
CY Total Revenue$275,151CYTotalRevenueAmt
PY Grants And Similar Paid$193,793PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$160,003CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,639PYOtherExpensesAmt
CY Other Expenses$2,320CYOtherExpensesAmt
PY Total Expenses$196,432PYTotalExpensesAmt
CY Total Expenses$162,323CYTotalExpensesAmt
PY Revenues Less Expenses-$97,807PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$112,828CYRevenuesLessExpensesAmt
Total Assets BOY$60,096TotalAssetsBOYAmt
Total Assets EOY$172,924TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$60,096NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$172,924NetAssetsOrFundBalancesEOYAmt
MissionTHE FIESTA FAMILY FOUNDATION IS FORMED TO PROVIDE ASSISTANCE TO OUR EMPLOYEES AND THEIR FAMILIES WHO ARE IMPACTED BY AN EMERGENCY OR PERSONAL HARDSHIPS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$160,003ExpenseAmt
Grant$160,003GrantAmt
DescFIESTA FAMILY FOUNDATION IS AVAILABLE TO ASSIST WITH HARDSHIPS WITH REGARDS TO ILLNESS, DEATH, FIRE, THEFT OR OTHER CATASTROPHIC EVENTS. THE FIESTA FAMILY FOUNDATION ASSISTED 110 EMPLOYEES AND THEIR FAMILIES IN 2020.Desc
Total Program Service Expenses$160,003TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DALE EGGLESTONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9727029300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line114800 LANDMARK BLVD SUITE 500AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75254ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
JOE BRINK
DIRECTOR0.50Yes (X)$0$0$0
HOPE DIEZ
DIRECTOR0.50Yes (X)$0$0$0
ANTHONY DINKINS
DIRECTOR (LEFT 8/2020)0.50Yes (X)$0$0$0
DICK MONTGOMERY
DIRECTOR0.50Yes (X)$0$0$0
LOUIS DIPIETRO
SECRETARY, DIRECTOR0.50Yes (X)$0$0$0Yes (X)
SALLY THROCKMORTON
PRESIDENT (LEFT 4/2020)8.00$0$0$0Yes (X)
DALE EGGLESTON
TREASURER0.50$0$0$0Yes (X)
NICOLE DAVIDOFF
ASSISTANT TREASURER5.00$0$0$0Yes (X)
TYLER YOESTING
ASSISTANT TREASURER0.50$0$0$0Yes (X)
NIKKI CASTRO
ASSISTANT SECRETARY0.50$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$274,984AllOtherContributionsAmt
Total Contributions$274,984TotalContributionsAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescBANK REFUNDDesc
Business900099BusinessCd
Total Revenue Column$167TotalRevenueColumnAmt
Exclusion$167ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$167OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$275,151TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$167ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$160,003TotalAmt
Program Services$160,003ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,320TotalAmt
Management And General$2,320ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$162,323TotalAmt
Program Services$160,003ProgramServicesAmt
Management And General$2,320ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$60,096BOYAmt
EOY$172,924EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$60,096BOYAmt
EOY$172,924EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$60,096BOYAmt
EOY$172,924EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$60,096BOYAmt
EOY$172,924EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$60,096BOYAmt
EOY$172,924EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$112,828ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Community TrustYes (X)CommunityTrustInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$152,724CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$169,507CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$115,242CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$98,625CurrentTaxYearMinus1YearAmt
Current Tax Year$274,984CurrentTaxYearAmt
Total$811,082TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$152,724CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$169,507CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$115,242CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$98,625CurrentTaxYearMinus1YearAmt
Current Tax Year$274,984CurrentTaxYearAmt
Total$811,082TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$177,093SubstantialContributorsTotAmt
Public Support Total170$633,989PublicSupportTotal170Amt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$784CurrentTaxYearMinus4YearsAmt
Total$784TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$46,281CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$53,692CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,435CurrentTaxYearMinus2YearsAmt
Current Tax Year$167CurrentTaxYearAmt
Total$111,575TotalAmt
FieldValueIRS element (for citing)
Total Support$923,441TotalSupportAmt
Public Support CY1700.68660PublicSupportCY170Pct
Public Support PY1700.80170PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeFIESTA FAMILY FOUNDATION IS AVAILABLE TO ASSIST WITH HARDSHIPS WITH REGARDS TO ILLNESS, DEATH, FIRE, THEFT OR OTHER CATASTROPHIC FINANCIAL EVENTS. IN 2020, FIESTA FAMILY FOUNDATION HAS HELPED 110 EMPLOYEES.GrantTypeTxt
Recipient110RecipientCnt
Cash Grant$160,003CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationA DISASTER ASSISTANCE APPLICATION FORM (AN "APPLICATION") MUST BE COMPLETED BY OR FOR INDIVIDUALS SEEKING ASSISTANCE. THE FOUNDATION WILL MAINTAIN ALL APPLICATIONS RECEIVED FOR AT LEAST TEN (10) YEARS. A MEMBER OF THE SELECTION COMMITTEE SHALL DOCUMENT ALL DECISIONS TO DISTRIBUTE ASSISTANCE, AND SUCH DOCUMENTATION SHALL INCLUDE THE FOLLOWING INFORMATION TO THE EXTENT PRACTICAL: 1. A DESCRIPTION OF THE TYPE OF ASSISTANCE PROVIDED; 2. THE PURPOSE FOR WHICH ASSISTANCE WAS PROVIDED; 3. THE OBJECTIVE CRITERIA APPLIED (SEE BELOW); 4. THE MANNER IN WHICH THE RECIPIENT(S) WAS/WERE SELECTED; 5. THE NAME, ADDRESS, DATE, AND AMOUNT DISTRIBUTED TO EACH RECIPIENT; AND 6. ANY RELATIONSHIP BETWEEN A RECIPIENT AND OFFICERS, DIRECTORS, OR KEY EMPLOYEES OF THE EMPLOYERS OR A SUBSTANTIAL CONTRIBUTOR TO THE FOUNDATION. THE DOCUMENTATION (INCLUDING THE APPLICATION) SHOULD CLEARLY DEMONSTRATE THE RECIPIENT'S NEED FOR THE ASSISTANCE. IN ADDITION TO BIOGRAPHICAL AND OTHER GENERAL INFORMATION, THE APPLICATION MUST DESCRIBE THE TYPE OF ASSISTANCE SOUGHT (E.G., MEDICAL, HOUSING, CHILDCARE, TUITION) AND THE AMOUNT OF ASSISTANCE REQUESTED. THE APPLICATION MUST ALSO CONTAIN INFORMATION AND DOCUMENTATION REGARDING THE INDIVIDUAL'S PERSONAL FINANCIAL CIRCUMSTANCES AND LEVEL OF NEED AND/OR DISTRESS. THE EXTENT OF DOCUMENTATION REQUIRED WILL DEPEND UPON THE TYPE AND REMOUNT OF ASSISTANCE SOUGHT. APPLICANTS FOR LONG-TERM ASSISTANCE SHOULD SUBMIT MORE DETAILED DOCUMENTATION THAN APPLICANTS FOR SHORT-TERM ASSISTANCE. THE SELECTION COMMITTEE WILL SELECT RECIPIENTS BASED ON AN OBJECTIVE EVALUATION OF EACH INDIVIDUAL'S NEEDS AT THE TIME OF THE DETERMINATION. FACTORS TO BE CONSIDERED BY THE SELECTION COMMITTEE IN SELECTING RECIPIENTS WILL INCLUDE: 1. LEVEL OF NEED AND DISTRESS. FEDERAL TAX RULES DO NOT PERMIT CHARITABLE FUNDS TO BE DISTRIBUTED TO PERSONS MERELY BECAUSE THEY ARE THE VICTIMS OF AN EMERGENCY. THE SELECTION COMMITTEE WILL CONSIDER THE FOLLOWING FACTORS, AMONG OTHERS, TO DETERMINE THE LEVEL OF NEED AND/OR DISTRESS OF AN ELIGIBLE INDIVIDUAL: A. EXTENT OF DAMAGE OR SUFFERING EXPERIENCED AS A RESULT OF THE EMERGENCY; B. INCOME PRIOR TO AND IMMEDIATELY AFTER THE EMERGENCY; C. NUMBER, AGES, AND NEEDS OF DEPENDENTS; AND D. OTHER SOURCES OF INCOME OR AID AVAILABLE, INCLUDING INSURANCE, BENEFITS, AND CHARITABLE AID. WITH RESPECT TO SHORT-TERM EMERGENCY ASSISTANCE, THE SELECTION COMMITTEE MAY TAKE INTO ACCOUNT NEEDS LIKELY TO ARISE IN THE IMMEDIATE FUTURE AS WELL AS CURRENT NEEDS. THE SELECTION COMMITTEE MAY ALSO SET ASIDE FUNDS FOR ANTICIPATED LONG-TERM NEEDS. IN THIS CIRCUMSTANCE, FEDERAL TAX RULES REQUIRE THAT WHEN AN AWARD IS MADE OUT OF THE SET-ASIDE FUNDS, IT MUST BE BASED ON NEEDS THAT EXIST AT THAT TIME. 2. TYPE OF ASSISTANCE AND AMOUNT OF AWARD. THE AMOUNT OF SHORT-TERM VERSUS LONG-TERM ASSISTANCE PROVIDED BY THE FOUNDATION SHALL BE DETERMINED BY THE SELECTION COMMITTEE IN ITS DISCRETION. SIMILARLY, THE AMOUNT OF ASSISTANCE AWARDED TO AN ELIGIBLE INDIVIDUAL WILL BE DETERMINED BY THE SELECTION COMMITTEE IN ITS DISCRETION. THERE IS NO MAXIMUM OR MINIMUM AMOUNT OF ASSISTANCE THAT MAY BE AWARDED TO AN ELIGIBLE INDIVIDUAL. RACE, NATIONAL ORIGIN, AND GENDER SHALL NOT BE CONSIDERED AS A FACTOR IN THE SELECTION OF RECIPIENTS. EMPLOYMENT-RELATED FACTORS (OTHER THAN EMPLOYMENT BY THE EMPLOYERS AS AN INITIAL ELIGIBILITY REQUIREMENT) SHALL NOT BE CONSIDERED IN THE SELECTION OF RECIPIENTS. THE SELECTION COMMITTEE SHALL PROVIDE THE BOARD WITH ANNUAL REPORTS DETAILING THE RECIPIENTS SELECTED, THE AMOUNTS DISTRIBUTED, AND THE PURPOSES FOR WHICH DISTRIBUTIONS WERE MADE. THE SELECTION COMMITTEE SHALL ALSO PROVIDE REPORTS UPON REQUEST BY THE BOARD.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BA COMPLETE COPY OF THE FORM 990 IS PROVIDED TO ALL DIRECTORS FOR REVIEW AND COMMENT BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE CONFLICT OF INTEREST POLICY COVERS ALL DIRECTORS AND OFFICERS AND IS SIGNED ANNUALLY. THE ORGANIZATION REGULARLY MONITORS ANY CONFLICT OF INTEREST. CURRENTLY, THERE HAVE NOT BEEN ANY CONFLICT OF INTEREST INCIDENTS.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.