2017-05-15T16:47:25-05:00 2016-06-30 751056027 CONDLEY AND COMPANY LLP P O BOX 2993 ABILENE TX 796042993 990 2015-07-01 752045832 COMMUNITY FOUNDATION OF ABILENE COMM 3256763883 P O BOX 1001 ABILENE TX 79604 KATIE ALFORD PRESIDENT/CEO 3256763883 2017-05-15 1 MARY LEE BROOKS CPA P00023232 3256776251 2015 2021-01-29 14:40:06Z KATIE ALFORD PO BOX 1001 ABILENE TX 79604 44365415 0 X WWW.CFABILENE.ORG X 1985 TX TO RENDER GRANT DONATIONS TO UNRELATED CIVIC AND PUBLIC ORGANIZATIONS PRIMARILY WITHIN ABILENE AND WEST CENTRAL TEXAS IN ORDER TO PROMOTE THE GENERAL WELFARE OF AREA RESIDENTS. 14 14 7 255 0 0 6425925 8629062 0 0 4148488 8072270 0 0 10574413 16701332 5449182 7648461 0 0 502290 537221 0 0 265917 540233 823466 6491705 9009148 4082708 7692184 105494018 102404525 19055439 18234693 86438579 84169832 TO RENDER GRANT DONATIONS TO UNRELATED CIVIC AND PUBLIC ORGANIZATIONS PRIMARILY WITHIN ABILENE AND WEST CENTRAL TEXAS IN ORDER TO PROMOTE THE GENERAL WELFARE OF AREA RESIDENTS. 0 0 7822677 7648461 GRANTS TO VARIOUS QUALIFIED 501(C)(3) ORGANIZATIONS BASED UPON APPROVED GRANT APPLICATIONS OR UPON BOARD OF TRUSTEES ACTION. SEE ATTACHED SCHEDULE. 7822677 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 4 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X JANA MORENO 3256763883 500 CHESTNUT SUITE 1634 ABILENE TX 79601 BECKY RENTZ MEMBER 1.00 X 0 0 0 DANNA OLIVER MEMBER 1.00 X 0 0 0 KEN MUSGRAVE MEMBER-AT-LARGE 2.00 X 0 0 0 BOBBY MELSON MEMBER 1.00 X 0 0 0 SCOTT HIBBS VICE CHAIRMAN 2.00 X X 0 0 0 SARAH FERGUSON MEMBER 1.00 X 0 0 0 JACK RICH CHAIRMAN 3.00 X X 0 0 0 JILL BAILEY HOEBELHEINRICH TREASURER 3.00 X X 0 0 0 KIM SNYDER SECRETARY 1.00 X 0 0 0 ANTHONY WILLIAMS MEMBER 1.00 X 0 0 0 HARRIS NAPIER II MEMBER 1.00 X 0 0 0 BUD DARBY MEMBER 1.00 X 0 0 0 LISA CHAVEZ MEMBER 1.00 X 0 0 0 YVONNE BATTS MEMBER 1.00 X 0 0 0 KATIE ALFORD PRESIDENT/CEO 40.00 X 129400 0 0 129400 0 0 1 0 0 0 WEATHERL & ASSOCIATES 104 PINE ST ABILENE TX 79601 ARCHITECTURAL SERVICES 166986 1 8629062 290838 8629062 2677160 2677160 33059193 27664083 5395110 5395110 5395110 16701332 0 0 8072270 7648461 7648461 136000 13600 47600 74800 316486 133420 73013 110053 18656 5726 4517 8413 33044 10737 8808 13499 33035 10733 8806 13496 18391 18391 310818 310818 7077 7077 31485 31485 30293 30293 42841 42841 20345 20345 5819 5819 4876 4876 EXPENSE ALLOCATION 284864 284864 PRINTING 29290 29290 DUES & SUBSCRIPTIONS 10897 10897 DONOR SERVICES 7627 7627 18843 10104 8739 9009148 7822677 920554 265917 79 140 9886468 6360440 605998 1746015 21042 38453 336045 72437 35113 263608 71932563 68500799 23012755 25495070 105494018 102404525 22677 17877 223453 234603 18809309 17982213 19055439 18234693 X 9388087 9969757 77050492 74200075 86438579 84169832 105494018 102404525 X 7692184 -10788027 827096 X X 0 1 X 1 0 X 3366683 5612472 5203584 6425925 8629061 29237725 3366683 5612472 5203584 6425925 8629061 29237725 7706953 21530772 1765009 1815501 2163539 2541508 2677166 10962723 40200448 0.53560 0.58130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 132 54 2405707 197635 1946632 518927 18392655 17982213 1 1 77050492 6318076 -2411421 6066114 690958 74200075 74457255 3428834 2431618 2711772 555443 77050492 65478811 1544948 10863542 2928529 501517 74457255 59437304 1115254 7710920 2331647 453020 65478811 61605700 1218268 -1585632 1381403 419629 59437304 1.00000 0 0 46310 46310 183321 183321 106414 72437 33977 263608 CASH VALUE OF LIFE INSURANCE 137338 F ALTERNATIVE INVESTMENTS 17615228 F PRIVATE EQUITIES 7742504 F 25495070 FUNDS HELD AS AGENCY ENDOWMENTS 17982213 17982213 X 6106140 -10788027 192835 -10595192 16701332 0 16701332 8474817 95965 95965 8378852 630295 630295 9009147 PART V, LINE 4: GRANT MAKING TO NON-PROFIT ORGANIZATIONS OR SCHOLARSHIPS DEPENDING ON THE DONOR'S WISHES. PART X, LINE 2: IN ACCORDANCE WITH ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, MANAGEMENT HAS EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRED ADJUSTMENT TO FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. PART XI, LINE 2D - OTHER ADJUSTMENTS: AMT REPORTED BY SUPPORTING ORGANIZATION, AVJ FOUNDATION, FED ID# 75-2625919 -3,965. REVENUE FOR AGENCY ENDOWMENT FDS REPORTED ON AUDIT PER SFAS 136 196,800. PART XII, LINE 2D - OTHER ADJUSTMENTS: AMT REPORTED BY SUPPORTING ORGANIZATION, AVJ FOUNDATION, FED ID# 75-2625919 95,965. PART XII, LINE 4B - OTHER ADJUSTMENTS: DISTR & EXP FOR AGENCY ENDOWMENT FUNDS REPORTED ON AUDIT PER SFAS 136 630,295. 1 ABILENE ARTS ALLIANCE 1101 N 1ST ST ABILENE TX 79601 752411239 501(C)(3) 29385 PROGRAM SUPPORT ABILENE CHRISTIAN UNIVERSITY ACU BOX 29139 ABILENE TX 79699 750851900 501(C)(3) 23700 SCHOLARSHIPS ABILENE EDUCATION FOUNDATION PO BOX 1999 ABILENE TX 79604 311741496 501(C)(3) 13900 PROGRAM SUPPORT ABILENE PHILHARMONIC ASSOC 401 CYPRESS SUITE 520 ABILENE TX 79601 756004978 501(C)(3) 5150 GENERAL OPERATIONS ALDERSGATE UNITED METHODIST CHURCH 1741 SAYLES BLVD ABILENE TX 79605 756004841 501(C)(3) 8000 GENERAL OPERATIONS ALLIANCE FOR WOMEN AND CHILDREN 1350 N 10TH ABILENE TX 79601 751013058 501(C)(3) 20700 GENERAL OPERATIONS AMBUCS - ABILENE BIG COUNTRY CHAPTER PO BOX 1265 ABILENE TX 79604 901115274 501(C)(3) 5000 PROGRAM SUPPORT AMERICAN CANCER SOCIETY - ABILENE 3402 N 1ST SUITE 102 ABILENE TX 79603 131788491 501(C)(3) 11300 PROGRAM SUPPORT AMERICAN RED CROSS 1610 N 2ND ST ABILENE TX 79601 750818144 501(C)(3) 6300 PROGRAM SUPPORT BCFS ABILENE TRANSISTION CENTER 303 S PIONEER DR SUITE 200 ABILENE TX 79605 741260710 501(C)(3) 9015 PROGRAM SUPPORT BELTWAY PARK BAPTIST CHURCH 4009 BELTWAY SOUTH ABILENE TX 79606 752077730 501(C)(3) 10000 OPERATING SUPPORT BEN RICHEY BOYS RANCH PO BOX 6839 ABILENE TX 79608 750948921 501(C)(3) 32100 PROGRAM SUPPORT BETHAL ASSEMBLY CHURCH PO BOX 566 SWEETWATER TX 79556 800365869 501(C)(3) 7500 GENERAL SUPPORT BOY SCOUTS OF AMERICA TEXAS TRAILS COUNCIL 1208 NORTH 5TH STREET ABILENE TX 79601 237206784 501(C)(3) 36100 PROGRAM SUPPORT BOYS & GIRLS CLUB OF ABILENE PO BOX 2013 ABILENE TX 79604 751001991 501(C)(3) 14994 OPERATIONS AND PROGRAM SUPPORT CALEB COMPANY PO BOX 493 THOMPSONS STN TN 37179 621634874 501(C)(3) 20000 GENERAL SUPPORT CANCER SERVICES NETWORK INC PO BOX 2026 ABILENE TX 79604 752794022 501(C)(3) 7350 GENERAL OPERATIONS CELEBRATE FOREVER FAMILIES PO BOX 216 KAUFMAN TX 75142 752908838 501(C)(3) 108000 GENERAL OPERATIONS CENTER FOR CONTEMPORARY ARTS 220 CYPRESS ABILENE TX 79601 752290138 501(C)(3) 12775 GENERAL OPERATIONS CHANGE AGENT NETWORK INC 10000 N CENTRAL EXPRESSWAY STE 400 DALLAS TX 75231 020808669 501(C)(3) 5000 GENERAL OPERATIONS CHORUS OF ABILENE INC 1174 NORTH 1ST STREET ABILENE TX 79601 752350753 501(C)(3) 7700 PROGRAM SUPPORT CHRISTIAN HOMES AND FAMILY SERVICES PO BOX 270 ABILENE TX 79604 751105043 501(C)(3) 6000 PROGRAM SUPPORT CHRISTIAN SERVICE CENTER PO BOX 2957 ABILENE TX 79601 364561080 501(C)(3) 7550 GENERAL OPERATIONS CHURCH OF THE HEAVENLY REST EPISCOPAL 602 MEANDER ABILENE TX 79602 750908981 501(C)(3) 203575 PROGRAM SUPPORT CONNECTING CARING COMMUNITIES 2701 HICKORY STREET ABILENE TX 79601 141959607 501(C)(3) 7000 GENERAL OPERATIONS DAY NURSERY OF ABILENE 702 CEDAR ST ABILENE TX 79601 751399992 501(C)(3) 10550 GENERAL OPERATIONS DOCTORS WITHOUT BORDERS USA INC 333 7TH AVENUE 2ND FLOOR NEW YORK NY 100015004 133433452 501(C)(3) 5000 PROGRAM SUPPORT EPISCOPAL CHURCH OF THE HEAVENLY REST FDN 602 MEANDER ABILENE TX 79602 751842827 501(C)(3) 50000 MEMORIAL FUND FOR CHILDREN AND YOUTH EPISCOPAL RELIEF AND DEVELOPMENT PO BOX 7058 MERRIFIELD VA 22116 731635264 501(C)(3) 5000 PROGRAM SUPPORT EXODUS MINISTRIES 4630 MUNGER AVENUE 110 DALLAS TX 75204 752204582 501(C)(3) 10000 GENERAL OPERATING EXPO CENTER OF TAYLOR COUNTY 1700 TEXAS 36 ABILENE TX 79602 750995280 501(C)(3) 10050 GENERAL OPERATIONS FAITHWORKS OF ABILENE INC 1229 N MOCKINGBIRD ABILENE TX 79603 301042845 501(C)(3) 7500 PROGRAM SUPPORT FELLOWSHIP FOR PERFORMING ARTS 1674 BROADWAY STE 404 NEW YORK NY 10019 521739276 501(C)(3) 15000 PROGRAM SUPPORT FIRST BAPTIST CHURCH 1333 NORTH 3RD ABILENE TX 79601 750939916 501(C)(3) 31000 GENERAL OPERATIONS FIRST BAPTIST CHURCH NACOGODOCHES 411 NORTH ST NACHOGDOCHES TX 75961 750950112 501(C)(3) 7500 PROGRAM SUPPORT FIRST CHRISTIAN CHURCH OF ABILENE 1420 N 3RD ABILENE TX 79601 201771370 501(C)(3) 43500 PROGRAM SUPPORT FOOD BANK OF WEST CENTRAL TEXAS 5505 NORTH 1ST STREET ABILENE TX 79603 751888192 501(C)(3) 7050 PROGRAM SUPPORT FOOD FOR THE POOR 6401 LYONS ROAD - DEPT 9662 COCONUT CREEK FL 33097 592174510 501(C)(3) 8300 GENERAL OPERATIONS GLOBAL SAMARITAN RESOURCES INC PO BOX 3431 ABILENE TX 79604 830459639 501(C)(3) 16300 PROGRAM SUPPORT HABITAT FOR HUMANITY ABILENE 101 FULWIDER RD ABILENE TX 79603 752321956 501(C)(3) 6135 PROGRAM SUPPORT HARDIN SIMMONS UNIVERSITY HSU STATION BOX 16100 ABILENE TX 79698 750808791 501(C)(3) 20000 SCHOLARSHIPS AND PROGRAM SUPPORT HILLCREST CHURCH OF CHRIST 650 EAST AMBLER ABILENE TX 79601 751174098 501(C)(3) 25000 GENERAL SUPPORT INTERNATIONAL RESCUE COMMITTEE 3303 NORTH 3RD ABILENE TX 79603 135660870 501(C)(3) 10500 PROGRAM SUPPORT JOE FOSS INSTITUTE 8925 E PIMA CENTER PARKWAY STE 100 SCOTTSDALE AZ 85258 861026421 501(C)(3) 5000 PROGRAM SUPPORT JUNIOR ACHIEVEMENT ABILENE 3300 S 14TH ST SUITE 205 ABILENE TX 79605 841267604 501(C)(3) 5100 PROGRAM SUPPORT KENLEY SCHOOL 1434 MATADOR ABILENE TX 79605 751469186 501(C)(3) 55875 PROGRAM SUPPORT LAITY RENEWAL FOUNDATION PO BOX 290670 KERRVILLE TX 78029 742749249 501(C)(3) 5000 PROGRAM SUPPORT LIGHTHOUSE ASSEMBLY OF GOD PO BOX 1408 PORT ISABEL TX 78578 742422760 501(C)(3) 10000 GENERAL SUPPORT LOVE & CARE MINISTRIES 233 FANNIN ABILENE TX 79603 752668227 501(C)(3) 27350 GENERAL OPERATIONS MEALS ON WHEELS PLUS INC PO BOX 903 ABILENE TX 79604 510148188 501(C)(3) 13800 PROGRAM SUPPORT MUSEUM OF CONTEMPORARY ART DETROIT 4454 WOODWARD AVE DETROIT MI 48201 203872376 501(C)(3) 5000 PROGRAM SUPPORT MY BROTHERS HOUSE PO BOX 1356 GAINESVILLE TX 76241 364726539 501(C)(3) 10000 PROGRAM SUPPORT NATL CTR CHILDREN'S ILLUS LITERATURE 102 CEDAR ABILENE TX 79601 752733048 501(C)(3) 92350 PROGRAM SUPPORT NOAH PROJECT 5802 TEXAS AVE ABILENE TX 79605 751704926 501(C)(3) 31250 GENERAL OPERATIONS PRESBYTERIAN MEDICAL CARE MISSION 1857 PINE STREET ABILENE TX 79601 751910600 501(C)(3) 13624 GENERAL OPERATING SUPPORT REGIONAL VICTIM CRISIS CENTER PO BOX 122 ABILENE TX 79604 752720588 501(C)(3) 25100 GENERAL OPERATIONS RESTORED HOPE MINISTRIES PO BOX 710127 DALLAS TX 75371 455457155 501(C)(3) 20000 PROGRAM SUPPORT ROLLING PLAINS MEMORIAL HOSPITAL FOUNDATION PO BOX 690 SWEETWATER TX 79556 301166763 501(C)(3) 30000 PROGRAM SUPPORT SALVATION ARMY PO BOX 6929 ABILENE TX 79608 580660607 501(C)(3) 15000 GENERAL OPERATIONS SEMINARY OF THE SOUTHWEST PO BOX 2247 AUSTIN TX 78768 741238448 501(C)(3) 10500 SCHOLARSHIPS ST JOHN'S EPISCOPAL SCHOOL 1600 SHERMAN ABILENE TX 79605 751915144 501(C)(3) 5325 GENERAL OPERATIONS AND SCHOLARSHIPS SOUTHERN METHODIST UNIVERSITY PO BOX 223927 DALLAS TX 75222 501(C)(3) 150000 SCHOLARSHIPS TEXAS INTERNATIONAL BIBLE INSTITUTE PO BOX 1501 SOUTH HOUSTON TX 77587 270073061 501(C)(3) 40000 PROGRAM SUPPORT TDA SMILES FOUNDATION 1946 SOUTH IH-35M STE300 AUSTIN TX 78704 742897487 501(C)(3) 5000 PROGRAM SUPPORT THE GRACE MUSEUM PO BOX 33 ABILENE TX 79604 756026849 501(C)(3) 19275 GENERAL OPERATIONS & PROGRAM SUPPORT THE HILLS CHURCH OF CHRIST 6300 NE LOOP 32 N RICHLAND HILLS TX 76180 751166772 501(C)(3) 10000 PROGRAM SUPPORT THE LEADERSHIP INSTITUTE STEVEN PJ WOOD BUILDING 1101 N HIGHLAND ST ARLINGTON VA 22201 510235174 501(C)(3) 10000 PROGRAM SUPPORT THE NATURE CONSERVANCY 4245 N FAIRFAX DR STE 100 ARLINGTON VA 22203 530242652 501(C)(3) 5000 PROGRAM SUPPORT UNDIVIDED HEART INC 250 ELM COVE CR ABILENE TX 79605 593628171 501(C)(3) 10000 OPERATIONS SUPPORT UNITED WAY OF ABILENE PO BOX 82 ABILENE TX 79604 750808772 501(C)(3) 60550 GENERAL OPERATIONS UNIVERSITY OF TEXAS AT AUSTIN MCCOMBS SCHOOL OF BUSINESS 2110 SPEEDWAY MS B6006 AUSTIN TX 78712 746000203 501(C)(3) 5000 PROGRAM SUPPORT UNIVERSITY OF TEXAS LIBERAL ARTS COLLEGE PO BOX 7458 AUSTIN TX 78713 756000121 501(C)(3) 15000 PROGRAM SUPPORT WEST TEXAS REHAB CENTER 4601 HARTFORD STREET ABILENE TX 79605 750868320 501(C)(3) 32250 GENERAL OPERATIONS WORLD BAPTIST FELLOWSHIP PO BOX 13459 ARLINGTON TX 76094 756003084 501(C)(3) 5000 BUILDING FUND HENDRICK HOME FOR CHILDREN 2758 JEANETTE ST ABILENE TX 79602 750818165 501(C)(3) 17600 GENERAL SUPPORT HOLY FAMILY CATHOLIC CHURCH 5410 BUFFALO GAP ROAD ABILENE TX 79606 751458567 501(C)(3) 9000 PROGRAM SUPPORT UNIVERSITY CHURCH OF CHRIST 733 E NORTH 16TH ST ABILENE TX 79601 750859661 501(C)(3) 10000 GENERAL SUPPORT MEMORIAL SPRING BRANCH ROTARY CHARITIES INC PO BOX 79172 HOUSTON TX 772799172 760149081 501(C)(3) 6000 SCHOLARSHIPS 78 SCHEDULE I, PART I, LINE 2 THE FOUNDATION REQUIRES GRANT RECIPIENTS OF DISCRETIONARY GRANTS TO PROVIDE THEIR PLANS FOR EVALUATION AND IMPACT PRIOR TO ANY FUNDING. ONCE A GRANT IS APPROVED BY THE GRANT COMMITTEE, EVALUATION AND MONITORING OF EACH GRANT IS AGREED UPON IN A GRANT AGREEMENT, WHICH PROVIDES FOR FOLLOW-UP SITE VISITS, REPORTS, DOCUMENTATION, AND SUBSEQUENT EVALUATION TO ENSURE PROCEEDS FROM THE GRANT WERE USED ACCORDING TO THE GRANT REQUEST. DONOR ADVISED GRANTS REQUIRE DUE DILIGENCE ON NEW ORGANIZATIONS AND ALSO REQUIRE APPROVAL BY THE BOARD. THE BOARD HAS FINAL APPROVAL ON ALL GRANTS. X 12 290838 AVERAGE PRICE PER SHARE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 THE 2015 RETURN WILL BE EMAILED TO ALL BOARD MEMBERS AND WILL BE REVIEWED BY THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C TO MONITOR THE CONFLICT OF INTEREST POLICY, BOARD MEMBERS ARE GIVEN THE POLICY ANNUALLY AND ARE REQUIRED TO COMPLETE A FORM ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE CEO AND TOP MANAGEMENT WAS DETERMINED BY THE BOARD AND COMPARED TO COMPARABLE ENTITIES. A WRITTEN POLICY HAS BEEN ADOPTED REGARDING CEO COMPENSATION DETERMINATION. THE PRESIDENT/CEO OVERSEES THE COMPENSATION OF OTHER EMPLOYEES AND UTILIZES INFORMATION OF COMPARABLE ENTITIES IN DETERMINING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: REVENUE RE TO AGENCY ENDOWMENT FUNDS PER SFAS #136 196,800. GRANTS & EXP RE TO AGENCY ENDOWMENT FUNDS PER SFAS #136 630,296. FORM 990, PART XII, LINE 2 C THE PROCESS HAS NOT CHANGED. AVJ FOUNDATION PO BOX 1001 ABILENE TX 79604 752625919 SUPPORTING ORGANIZATION TX 501 (C) (3) 11, TYPE I N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0