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RAISE YOUR HAND FOR TEXAS EDUCATION FUND: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
RAISE YOUR HAND FOR TEXAS EDUCATION FUND (EIN 20-3918577)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-09
IRS object ID
202033149349101623
Schema version
2019v5.1
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)
Return2020-11-09T16:32:40-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11330 POST OAK BLVD STE 2400AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77056ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203918577EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RAISE YOUR HAND FOR TEXAS EDUCATION FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRAISBusinessNameControlTxt
Phone5126172121PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 E BASSE RD STE 201AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP782094490ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES H CLINESPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7136253500PhoneNum
Signature2020-11-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCARLEY LANEPreparerPersonNm
PTINP00982177PTIN
Phone7136253500PhoneNum
Preparation2020-11-04PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.98.98.134IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-05IPDt
IP Tm15:28:00IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdA57D8E88FA5E22D61C76A627600F0C8E385C8FF1AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,980,600FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$427,245InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$427,245InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$427,245InterestOnSavingsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$57,317NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$20,141,633GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$57,317CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$57,317NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$484,567TotalRevAndExpnssAmt
Total Net Invst Incm$484,562TotalNetInvstIncmAmt
Total Adj Net Incm$484,562TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$6,523LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$6,523LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$38,671AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$38,671AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$6,678,469OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$43,380OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$6,634,646OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$23,572TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$23,572TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$223,432OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$223,432OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$2,261,196TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$2,151,774TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$927,027OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$880,369OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,158,890TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$43,380TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,958,987TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,677,303ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,681,158ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$13,836,193TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$43,380TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$13,640,145TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$13,351,626ExcessRevenueOverExpensesAmt
Net Investment Income$441,182NetInvestmentIncomeAmt
Adjusted Net Income$484,562AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,333,233SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,410,797SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,410,797SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$23,142AcctRcvblAmt
Acct Rcvbl BOY$23,142AcctRcvblBOYAmt
Acct Rcvbl EOY$23,142AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$23,142AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$106,480PrepaidExpensesBOYAmt
Prepaid Expenses EOY$17,061PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$17,061PrepaidExpensesEOYFMVAmt
Corporate Bonds BOY$17,087,511CorporateBondsBOYAmt
Corporate Bonds EOY$529,600CorporateBondsEOYAmt
Corporate Bonds EOYFMV$529,600CorporateBondsEOYFMVAmt
Other Assets BOY$134,524OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$20,684,890TotalAssetsBOYAmt
Total Assets EOY$6,980,600TotalAssetsEOYAmt
Total Assets EOYFMV$6,980,600TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,263,295AccountsPayableBOYAmt
Accounts Payable EOY$928,617AccountsPayableEOYAmt
Grants Payable BOY$3,855GrantsPayableBOYAmt
Total Liabilities BOY$1,267,150TotalLiabilitiesBOYAmt
Total Liabilities EOY$928,617TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$19,417,740NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$6,051,983NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$19,417,740TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,051,983TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$20,684,890TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,980,600TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$19,417,740TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$13,351,626ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,066,114SubtotalAmt
Other Decreases$14,131OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,051,983TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Sold2019-12-31SoldDt
Gross Sales Price$20,141,633GrossSalesPriceAmt
Cost Or Other Basis$20,084,316CostOrOtherBasisAmt
Gain Or Loss$57,317GainOrLossAmt
Gains Minus Excess Or Losses$57,317GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$57,317CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$57,317NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$8,377,458AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$18,558,233NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.451415DistributionYr1Rt
Adjusted Qlfy Distri Yr2$55,531,002AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$29,614,485NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.875130DistributionYr2Rt
Adjusted Qlfy Distri Yr3$572,494AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$5,282,879NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.108368DistributionYr3Rt
Adjusted Qlfy Distri Yr4$6,923,585AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$0NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,343,435AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution2.434913TotalDistributionRt
Average Distribution0.486983AverageDistributionRt
Net Vl Noncharitable Assets$13,690,893NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$6,667,232AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4,412NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$6,671,644AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$13,640,145QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$4,412InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,412SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,412TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12,140EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$5,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$17,140TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$12,728OverpaymentAmt
Applied To ES Tax$12,728AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (1)PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.RAISEYOURHANDTEXAS.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CHARLES H CLINESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2104629991PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 90389AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78209ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHARLES BUTT
1005 CONGRESS AVENUE SUITE 100AUSTINTX78701DIRECTOR AND CHAIRMAN0.50$0$0$0
CHARLES H CLINES
1005 CONGRESS AVENUE SUITE 100AUSTINTX78701DIRECTOR AND VP, TREASURER5.00$12,983$0$0
SHARI ALBRIGHT
1005 CONGRESS AVENUE SUITE 100AUSTINTX78701DIRECTOR AND PRESIDENT40.00$411,614$12,000$10,248

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
PETRI DARBY
1005 CONGRESS AVENUE SUITE 100AUSTINTX78701VP OF MARKETING40.00$225,235$9,500$35,004
ROBERT POPINSKI
1005 CONGRESS AVENUE SUITE 100AUSTINTX78701DIRECTOR OF POLICY P40.00$224,194$9,080$10,934
TIMOTHY MILLER
1005 CONGRESS AVENUE SUITE 100AUSTINTX78701SUPERINTENDENT IN RE40.00$176,265$4,850$33,717
JUSTIN HUIE
1005 CONGRESS AVENUE SUITE 100AUSTINTX78701DIRECTOR OF LEADERSH40.00$151,302$4,638$14,001
JENNIFER A JENDRZEY
1005 CONGRESS AVENUE SUITE 100AUSTINTX78701ASSOCIATE DIRECTOR O40.00$113,733$4,792$24,294
FieldValueIRS element (for citing)
Other Employee Paid Over50k6OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
RAISE YOUR HAND FOR PUBLIC SCHOOLS
PO BOX 90389SAN ANTONIOTX78209EXPENSE REIMBURSEMENT AND COST SHARING$4,617,703
CA GROUP CONSULTING
1821 ASHBY AVENUEAUSTINTX78704PROGRAM DEVELOPMENT CONSULTING$1,325,936
TEXAS TECH UNIVERSITY
PO BOX 41105LUBBOCKTX79409CONSULTING SERVICES$600,000
CARNIEGIE FOUNDATION
51 VISTA LANESTANFORDCA94305CONSULTING SERVICES$435,200
TEACHER PREP INSPECTION
9211 CORPORATE BLVD SUITE 310ROCKVILLEMD20850CONSULTING SERVICES$428,266
FieldValueIRS element (for citing)
Contractor Paid Over50k17ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1BLENDED LEARNING PROGRAM - AN INITIATIVE SHOWCASING BLENDEDLEARNING STRATEGIES FOR IMPROVING STUDENT ACHIEVEMENT ACROSSDIVERSE STUDENT DEMOGRAPHICS AND GEOGRAPHIC REGIONS INTEXAS, PARTICULARLY AMONG DISTRICTS WITH PERSISTENT ACHIEVEMENT GAPS. THROUGH A STATEWIDE COMPETITIVE APPLICATION PROCESS, TWENTY SCHOOL DISTRICT TEAMS HAVE BEEN SELECTED TO RECEIVE UP TO $300,000 TO IMPLEMENT A BLENDED LEARNING PROGRAM. ADDITIONALLY, THE FOUNDATION WILL PROVIDE INTENSIVE TECHNICAL ASSISTANCE OVER THREE YEARS TO HELP IMPLEMENT THEBLENDED LEARNING PLANS.Description1Txt
Expenses1$2,221,209Expenses1Amt
Description2TEXAS LEADERSHIP SYMPOSIUM - THE LEADERSHIP SYMPOSIUM IS AN INTENSE PROFESSIONAL DEVELOPMENT CONFERENCE ON PUBLIC EDUCATION WITH LOCAL, STATE, NATIONAL AND GLOBAL EMPHASIS. THE EXPERIENCE IS INTERACTIVE AND MOTIVATIONAL, AND IT DELIVERS THE LATEST DATA, BEST PRACTICES, AND MOST INNOVATIVE CONCEPTS IN THE WORLD OF PUBLIC EDUCATION TODAY. THE SYMPOSIUM INSPIRES ATTENDEES TO BROADEN THEIR SCOPE OF INFLUENCE BEYOND THEIR CAMPUS AND TO PUSH THEIR THINKING AND PRACTICE BEYOND ITS CURRENT STATE.Description2Txt
Expenses2$553,321Expenses2Amt
Description3RAISING TEXAS TEACHERS - A STATEWIDE INITIATIVE AIMED AT ENSURING EVERY STUDENT IN TEXAS HAS ACCESS TO AN EFFECTIVE TEACHER BY ELEVATING THE STATUS OF THE TEACHING PROFESSION, IMPROVING TEACHER PREPARATION, AND PROVIDING SCHOLARSHIPS TO ASPIRING TEACHERS.Description3Txt
Expenses3$5,441,909Expenses3Amt
Description4RAISING FAMILY PARTNERSHIPS - A FELLOWSHIP THAT BRINGS TOGETHER SCHOOL LEADERS FROM ACROSS TEXAS TO EVALUATE AND TRANSFORM THEIR FAMILY ENGAGMENT PLANS. THE FELLOWSHIP PROGRAM SEEKS TO REDESIGN HOW FAMILY, SCHOOLS, AND COMMUNITIES COLLABORATE TO IMPROVE STUDENT OUTCOMES.Description4Txt
Expenses4$487,596Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$11,168,562AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,730,822AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$13,899,384TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$13,899,384AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$208,491CashDeemedCharitableAmt
Net Vl Noncharitable Assets$13,690,893NetVlNoncharitableAssetsAmt
Minimum Investment Return$684,545MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$13,640,145ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$13,640,145QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$4,412PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$13,635,733AdjustedQualifyingDistriAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2016-11-16PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$484,562CurrentYearAmt
Year1$480,175Year1Amt
Year2$271,178Year2Amt
Year3$0Year3Amt
Total$1,235,915TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$411,878CurrentYearAmt
Year1$408,149Year1Amt
Year2$230,501Year2Amt
Year3$0Year3Amt
Total$1,050,528TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$13,640,145CurrentYearAmt
Year1$8,377,458Year1Amt
Year2$55,531,002Year2Amt
Year3$572,494Year3Amt
Total$78,121,099TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$748,000CurrentYearAmt
Year1$0Year1Amt
Year2$51,174,936Year2Amt
Year3$0Year3Amt
Total$51,922,936TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$12,892,145CurrentYearAmt
Year1$8,377,458Year1Amt
Year2$4,356,066Year2Amt
Year3$572,494Year3Amt
Total$26,198,163TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$456,363CurrentYearAmt
Year1$618,608Year1Amt
Year2$987,149Year2Amt
Year3$44,387Year3Amt
Total$2,106,507TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCHARLES BUTTContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
TEXAS LEADERSHIP COUNCIL
406 EAST 11TH STREETAUSTINTX78701N/APCSUPPORT DEVELOPMENT OF TX PUBLIC ACCOUNTIBILITY CONSORTIUM$125,000
COMMUNITIES FOUNDATION OF TEXAS
5500 CARUTH HAVEN LANEDALLASTX75225N/APCGRANTMAKERS CONSORTIUM$75,000
UNIVERSITY OF TEXAS - SAN ANTONIO
ONE UTSA CIRCLESAN ANTONIOTX78249N/APCURBAN EDUCATION INSTITUTE$490,000
BIRDVILLE ISD
3126 CARSON STREETHALTON CITYTX76117N/AGOVBLENDING LEARNING INTIATIVE$10,000
CISCO ISD
PO BOX 1645CISCOTX76437N/AGOVBLENDING LEARNING INTIATIVE$10,000
CLEAR CREEK ISD
2425 EAST MAIN STREETLEAGUE CITYTX77573N/AGOVBLENDING LEARNING INTIATIVE$15,000
KIPP INC
10711 KIPP WAYHOUSTONTX77099N/APCBLENDING LEARNING INTIATIVE$10,000
PASADENA ISD
1515 CHERRYBROOK LANEPASADENATX77502N/AGOVBLENDING LEARNING INTIATIVE$10,000
ROUND ROCK ISD
1311 ROUND ROCK AVENUEROUND ROCKTX78681N/AGOVBLENDING LEARNING INTIATIVE$10,000
TEMPLE ISD
200 N 23RD STREETTEMPLETX76504N/AGOVBLENDING LEARNING INTIATIVE$10,000
CROCKETT COUNTY CCSD
797 AVENUE D PO BOX 400OZONATX76943N/AGOVBLENDING LEARNING INTIATIVE$10,000
SPRING BRANCH ISD
955 CAMPBELL ROADHOUSTONTX77024N/AGOVBLENDING LEARNING INTIATIVE$15,000
YSLETA ISD
9600 SIMS DRIVEEL PASOTX79925N/AGOVBLENDING LEARNING INTIATIVE$15,000
TEACHER PREPARATION INSPECTION - US
9211 CORPORATE BLVD SUITE 310ROCKVILLEMD20850N/APCRAISING TEXAS TEACHERS SCHOLARSHIP PROGRAM SUPPORT COSTS$495,800
UNIVERSITY OF TEXAS AT EL PASO
500 W UNIVERSITY DRIVEEL PASOTX79968N/APCRAISING TEXAS TEACHERS SCHOLARSHIP PROGRAM SUPPORT COSTS$50,000
UNIVERSITY OF INCARNATE WORD
4301 BROADWAYSAN ANTONIOTX78209N/APCRAISING TEXAS TEACHERS SCHOLARSHIP PROGRAM SUPPORT COSTS$50,000
TX A&M UNIVERSITY-CONVERSE
2200 CAMPBELLCOMMERCETX75428N/APCRAISING TEXAS TEACHERS SCHOLARSHIP PROGRAM SUPPORT COSTS$9,900
TEXAS STATE UNIVERSITY
601 UNIVERSITY DRIVESAN MARCOSTX78666N/APCRAISING TEXAS TEACHERS SCHOLARSHIP PROGRAM SUPPORT COSTS$150,000
TEXAS TRIBUNE INC
823 CONGRESS AVENUE SUITE 210AUSTINTX78701N/APCSPONSORSHIP$15,000
THE RIVARD REPORT
126 GONZALES STREET SUITE 100SAN ANTONIOTX78205N/APCSPONSORSHIP$20,000
PASTORS FOR TEXAS CHILDREN
PO BOX 471155FORT WORTHTX76147N/APCSPONSORSHIP$5,000
TEXAS ASSOCIATION OF COLLEGES - TEACHER
PO BOX 130068TYLERTX75713N/APCSPONSORSHIP$2,000
CENTER OF PUBLIC POLICY PRIORITIES
7020 EASY WIND DRIVE SUITE 200AUSTINTX78752N/APCSPONSORSHIP$10,000
PROUDLY ROOTED
14019 GRAY WINGSAN ANTONIOTX78231N/APCSPONSORSHIP$500
TEXAS SCHOOL ALLIANCE
6301 SOUTH STADIUM LANEKATYTX77492N/APCSPONSORSHIP$2,000
TEXAS ASSOCIATION OF BUSINESS
316 WEST 12TH STREET SUITE 200AUSTINTX78701N/APCSPONSORSHIP$2,500
TEXAS TECH UNIVERSITY
PO BOX 41105LUBBOCKTX79409N/APCCB SCHOLARSHIP PROGRAM$514,803
RICE UNIVERSITY
6100 SOUTH MAIN STREETHOUSTONTX77005N/APCCB SCHOLARSHIP PROGRAM$93,000
TRINITY UNIVERSITY
715 STADIUM DRIVESAN ANTONIOTX78212N/APCCB SCHOLARSHIP PROGRAM$108,000
SOUTHERN METHODIST UNIVERSITY
PO BOX 750259DALLASTX75275N/APCCB SCHOLARSHIP PROGRAM$47,000
UNIVERSITY OF TEXAS AT AUSTIN - UTEACH
103 W 24TH STREET - G2550AUSTINTX78712N/APCCB SCHOLARSHIP PROGRAM$148,200
OUR LADY OF THE LAKE UNIVERSITY
411 SW 24TH STREETSAN ANTONIOTX78207N/APCCB SCHOLARSHIP PROGRAM$148,200
TEXAS A&M UNIVERSITY - COLLEGE STATION
4222 TAMUCOLLEGE STATIONTX77843N/APCCB SCHOLARSHIP PROGRAM$212,600
UNIVERSITY OF NORTH TEXAS - DALLAS
7300 UNIVERSITY HILLS BLVD ROOM 344DALLASTX75241N/APCCB SCHOLARSHIP PROGRAM$177,000
UNIVERSITY OF TEXAS AT AUSTIN
1912 SPEEDWAY D5000AUSTINTX78712N/APCCB SCHOLARSHIP PROGRAM$286,200
UNIVERSITY OF TEXAS - RIO GRANDE VALLEY
1201 W UNIVERSITY DRIVEEDINGBURGTX78539N/APCCB SCHOLARSHIP PROGRAM$140,200
UNIVERSITY OF HOUSTON
3657 CULLEN BLVD 214 FARISH HALLHOUSTONTX77204N/APCCB SCHOLARSHIP PROGRAM$183,400
MANOR ISD
10335 US HWY 290EMANORTX78653N/AGOVGENERAL OPERATING FUND$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,677,303TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$427,245ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$57,317ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$484,562ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$484,562TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsYes (1)ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd

Transfer Schedule Detail TransferScheduleDetail

FieldValueIRS element (for citing)
Line Number1b(4)LineNumberTxt
Involved$3,706,954InvolvedAmt

Noncharitable Exempt Org Name NoncharitableExemptOrgName

FieldValueIRS element (for citing)
Business Name Line1RAISE YOUR HAND FOR PUBLIC SCHOOLSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transfers Trans And Shr ArrngmMANAGEMENT SERVICES AGREEMENT PROVIDING FOR REIMBURSEMENT OF PAYROLL, RENT, PROFESSIONAL FEES, OFFICE EXPENSES, AND OVERHEAD AT COST.TransfersTransAndShrArrngmDesc
FieldValueIRS element (for citing)
Relationships Nonchrtbl EOYes (1)RelationshipsNonchrtblEOInd

Relationship Schedule Detail RelationshipScheduleDetail

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1RAISE YOUR HAND FOR PUBLIC SCHOOLSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Organization Type501(C)(4)OrganizationTypeDesc
Relationship DescriptionCOMMON DIRECTOR, SHARED RESOURCES AND COMPLIMENTARY PHILANTHROPIC OBJECTIVESRelationshipDescriptionTxt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$38,671Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$38,671DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

IdentifierIdentifierTxtForm And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
INFO ABOUT DIRECTORS AND HIGHLY PAID EMPLOYEES:PART VIII, LINE 1 AND 2DIRECTOR CHARLES CLINES IS NOT DIRECTLY COMPENSATED HOWEVER FAIR WINDS MANAGEMENT, LLC (FWM), HIS WHOLLY OWNED COMPANY PROVIDES ADMINISTRATIVE SUPPORT TO THE FOUNDATION AND IS PAID UNDER A SERVICES AGREEMENT.AMOUNTS PAID TO FWM ARE BASED ON TIME SPENT BY FWM EMPLOYEES ON RAISE YOUR HAND FOR TEXAS EDUCATION FUND (RYHTEF) MATTERS. FWM IS ALSO REIMBURSED FOR DIRECT OUT OF POCKET COSTS INCURRED ON BEHALF OF RYHTEF. ALL AMOUNTS CHARGED TO RYHTEF ARE BASED ON ACTUAL COSTS TO FWM AND DO NOT INCLUDE ANY PREMIUM OR MARK-UP.RAISE YOUR HAND FOR TEXAS EDUCATION FUND (RYHTEF) HAS ENTERED INTO A COST SHARING AGREEMENT WITH RAISE YOUR HAND FOR PUBLIC SCHOOLS (RYHPS). RYHTEF WILL REIMBURSE RYHPS FOR ALL RYHTEF PROGRAM RELATED EXPENSES AND THE PAYROLL RELATED TO THE MANAGEMENT OF THE PROGRAMS.ALL COMPENSATION REPORTED IS A REIMBURSEMENT OF EMPLOYEE COSTS TO RAISE YOUR HAND FOR PUBLIC SCHOOLS.
SCHEDULE OF CONTROLLED ENTITIESFORM 990-PF, PAGE 5 PART VII-A, LINE 11RAISE YOUR HAND FOR TEXAS EDUCATION FUND 20-3918577 ---------------------------------------- ------ ========================================================================== FORM 990-PF SCHEDULE OF CONTROLLED ENTITIES STATEMENT 9 PART VII-A, LINE 11 -------------------------------------------------------------------------- NAME OF CONTROLLED ENTITY EMPLOYER ID NO -------------------------- ------------ HOLDSWORTH CENTER FOR EXCELLENCE IN EDUCATION LEADERSHIP, 81-4254457 LLC (SMLLC) ADDRESS EXCESS BUSINESS HOLDING [ ] YES [X ] NO ------- P.O. BOX 90389 SAN ANTONIO, TX 78209

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondJPM PRIME MM FD - CAPBondNm
EOY Book Value$529,600EOYBookValueAmt
EOYFMV$529,600EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$6,523LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$6,523DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescACCRUED INTERESTDesc
BOY Book Value$134,524BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSDesc
Amt$14,131Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVERTISING$385,981$0$0$359,759
OFFICE EXPENSE$414,067$0$0$405,320
DUES & SUBSCRIPTIONS$79,130$0$0$75,493
PROGRAMS$10,650$0$0$10,598
OTHER ADMINISTRATIVE EXPENSES$392$0$0$392
STIPENDS$18,500$0$0$10,500
COMPUTER MAINTENANCE$14,537$0$0$14,537
PROFESSIONAL DEVELOPMENT$3,225$0$0$3,225
MISCELLANEOUS$545$0$0$545

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (10 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTANTS - BLENDED LEARNING$1,492,117$0$0$1,492,117
CONSULTANTS - ADVOCACY & OUTREACH$72,827$0$0$72,827
HONORARIUM - LEADERSHIP SYMPOSIUM$39,000$0$0$39,000
CONSULTANTS - RAISING TEXAS TEACHERS$991,815$0$0$991,815
CONSULTANTS - RAISING SCHOOL LEADERS$179,034$0$0$179,034
OTHER PROFESSIONAL FEES$851,757$0$0$851,314
CONSULTANTS - MANAGEMENT SERVICES$2,818,894$0$0$2,818,894
CONSULTANTS - TEACHERS CAN$180,368$0$0$180,368
CONSULTANTS - CB SCHOLARSHIPS$9,277$0$0$9,277
INVESTMENT MANAGEMENT FEES$43,380$43,380$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAX - OPERATING FOUNDATIONCategoryTxt
Amt$23,572Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$23,572DisbursementsCharitablePrpsAmt