EAST TEXAS COMMUNTIES FOUNDATION INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- EAST TEXAS COMMUNTIES FOUNDATION INC (EIN 75-2309138)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2016-01-11
- IRS object ID
- 201630119349300438
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-01-11T09:05:19-08:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Prothro Wilhelmi & Company PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6855 Oak Hill Blvd | AddressLine1Txt |
| City | Tyler | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752309138 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAST TEXAS COMMUNITIES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EAST | BusinessNameControlTxt |
| Phone | 9035330208 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 315 N BROADWAY AVE | AddressLine1Txt |
| City | TYLER | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75702 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kyle L Penney | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2016-01-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Thomas G Prothro | PreparerPersonNm |
| PTIN | P00111967 | PTIN |
| Phone | 9035348811 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | Kyle L Penney | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 315 N Broadway Ave Ste 210 | AddressLine1Txt |
| City | Tyler | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,581,312 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.etcf.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1989 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | East Texas Communities Foundation supports philanthropy by offering simple ways for donors to achieve their long-term charitable objectives. We manage and distribute charitable funds including scholarships, endowments, designated and donor-advised funds. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $9,929,783 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,307,261 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,591,495 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,192,155 | CYInvestmentIncomeAmt |
| PY Other Revenue | $72,932 | PYOtherRevenueAmt |
| CY Other Revenue | $81,896 | CYOtherRevenueAmt |
| PY Total Revenue | $13,594,210 | PYTotalRevenueAmt |
| CY Total Revenue | $9,581,312 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,497,750 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,795,146 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $272,250 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $305,386 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $114,283 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $474,842 | PYOtherExpensesAmt |
| CY Other Expenses | $592,870 | CYOtherExpensesAmt |
| PY Total Expenses | $6,244,842 | PYTotalExpensesAmt |
| CY Total Expenses | $5,693,402 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,349,368 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,887,910 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $66,215,875 | TotalAssetsBOYAmt |
| Total Assets EOY | $70,419,815 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,640,629 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,597,008 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $57,575,246 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $61,822,807 | NetAssetsOrFundBalancesEOYAmt |
| Mission | East Texas Communities Foundation supports philanthropy by offering simple ways for donors to achieve their long-term charitable objectives. We manage and distribute charitable funds including scholarships, endowments, designated and donor-advised funds. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,941,255 | ExpenseAmt |
| Grant | $4,795,146 | GrantAmt |
| Desc | Grants (schedule attached) distributed to local, national, and international non-profit organizations to further their charitable missions. | Desc |
| Total Program Service Expenses | $4,941,255 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | Yes (true) | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | Yes (true) | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kyle Penney | PersonNm |
| Phone | 9035330208 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 315 N Broadway Ave Ste 210 | AddressLine1Txt |
| City | Tyler | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75702 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Craig Adams | |||||||
| Secretary | 0.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Michael T Allen | |||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| James Richard Allen | |||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Mark Boon | |||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Tom Brown | |||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Shannon Dacus | |||||||
| Chairman | 0.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| John W Ferguson Jr | |||||||
| Treasurer | 0.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Gordon Northcut | |||||||
| Vice-Chair | 0.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Fritter McNally | |||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| John Minton | |||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| John G Payne | |||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Thomas Woldert | |||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jon Alexander | |||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Thomas Smith | |||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Roe Buckley | |||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Steve Dement | |||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Laura Koenig Young | |||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Kyle L Penney | |||||||
| President | 40.00 | 0.00 | Yes (X) | Yes (X) | $126,000 | $0 | $3,780 |
| Douglas G Bolles | |||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Bob Dyer | |||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Michael Bosworth | |||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Lisa Lujan | |||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Tony Morgan | |||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Brad Brookshire | |||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Dawn Franks | |||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Tiffany Kirgan | |||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Kristen Seeber | |||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Edwin Holt | |||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Dale Lunsford | |||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Richard Jett Jr | |||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $126,000 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $3,780 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $6,307,261 | AllOtherContributionsAmt |
| Noncash Contributions | $2,550,855 | NoncashContributionsAmt |
| Total Contributions | $6,307,261 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,565,307 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,565,307 | RelatedOrExemptFuncIncomeAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,626,848 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,626,848 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,626,848 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,626,848 | RelatedOrExemptFuncIncomeAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Admin fees from agency en | 900099 | $79,671 | $79,671 |
| Other income | 900099 | $2,225 | $2,225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $81,896 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,581,312 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,274,051 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,541,310 | TotalAmt |
| Program Services | $4,541,310 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,836 | TotalAmt |
| Program Services | $253,836 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,000 | TotalAmt |
| Program Services | $37,800 | ProgramServicesAmt |
| Management And General | $61,111 | ManagementAndGeneralAmt |
| Fundraising | $27,089 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,921 | TotalAmt |
| Program Services | $46,176 | ProgramServicesAmt |
| Management And General | $74,652 | ManagementAndGeneralAmt |
| Fundraising | $33,093 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,969 | TotalAmt |
| Program Services | $2,091 | ProgramServicesAmt |
| Management And General | $3,381 | ManagementAndGeneralAmt |
| Fundraising | $1,497 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,496 | TotalAmt |
| Program Services | $5,549 | ProgramServicesAmt |
| Management And General | $8,971 | ManagementAndGeneralAmt |
| Fundraising | $3,976 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,425 | TotalAmt |
| Management And General | $7,425 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $392,524 | TotalAmt |
| Management And General | $392,524 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,933 | TotalAmt |
| Program Services | $21,530 | ProgramServicesAmt |
| Management And General | $11,744 | ManagementAndGeneralAmt |
| Fundraising | $15,659 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,482 | TotalAmt |
| Program Services | $3,620 | ProgramServicesAmt |
| Management And General | $5,242 | ManagementAndGeneralAmt |
| Fundraising | $3,620 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,365 | TotalAmt |
| Program Services | $5,616 | ProgramServicesAmt |
| Management And General | $8,132 | ManagementAndGeneralAmt |
| Fundraising | $5,617 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,246 | TotalAmt |
| Program Services | $6,451 | ProgramServicesAmt |
| Management And General | $9,344 | ManagementAndGeneralAmt |
| Fundraising | $6,451 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,367 | TotalAmt |
| Program Services | $2,716 | ProgramServicesAmt |
| Management And General | $3,935 | ManagementAndGeneralAmt |
| Fundraising | $2,716 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,263 | TotalAmt |
| Program Services | $2,106 | ProgramServicesAmt |
| Management And General | $3,049 | ManagementAndGeneralAmt |
| Fundraising | $2,108 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,542 | TotalAmt |
| Program Services | $2,767 | ProgramServicesAmt |
| Management And General | $4,008 | ManagementAndGeneralAmt |
| Fundraising | $2,767 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,922 | TotalAmt |
| Program Services | $1,137 | ProgramServicesAmt |
| Management And General | $1,646 | ManagementAndGeneralAmt |
| Fundraising | $1,139 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Other Investment Expenses | $30,315 | $30,315 | ||
| Other Office expenses | $16,915 | $7,105 | $4,905 | $4,905 |
| Dues and Subscriptions | $12,379 | $5,198 | $3,590 | $3,591 |
| Ad valorem taxes | $192 | $82 | $55 | $55 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,693,402 | TotalAmt |
| Program Services | $4,941,255 | ProgramServicesAmt |
| Management And General | $637,864 | ManagementAndGeneralAmt |
| Fundraising | $114,283 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $752,986 | BOYAmt |
| EOY | $1,537,211 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,916 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,324 | BOYAmt |
| EOY | $23,863 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $107,187 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $79,162 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,924 | BOYAmt |
| EOY | $28,025 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,980,118 | BOYAmt |
| EOY | $68,771,900 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $442,632 | BOYAmt |
| EOY | $58,816 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,974 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,215,875 | BOYAmt |
| EOY | $70,419,815 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $11,651 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,000 | BOYAmt |
| EOY | $43,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,605,629 | BOYAmt |
| EOY | $8,542,357 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,640,629 | BOYAmt |
| EOY | $8,597,008 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,402,700 | BOYAmt |
| EOY | $1,541,735 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,172,546 | BOYAmt |
| EOY | $60,281,072 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,575,246 | BOYAmt |
| EOY | $61,822,807 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,215,875 | BOYAmt |
| EOY | $70,419,815 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,887,910 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$250,551 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $610,202 | PriorPeriodAdjustmentsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $5,309,835 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,258,423 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,468,366 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,626,338 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,307,261 | CurrentTaxYearAmt |
| Total | $34,970,223 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,309,835 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,258,423 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,468,366 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,626,338 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,307,261 | CurrentTaxYearAmt |
| Total | $34,970,223 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,516,564 | SubstantialContributorsTotAmt |
| Public Support Total170 | $26,453,659 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,377,023 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,081,360 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,292,134 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,375,207 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,565,307 | CurrentTaxYearAmt |
| Total | $6,691,031 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,322 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,621 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,844 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $72,932 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $81,896 | CurrentTaxYearAmt |
| Total | $242,615 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $41,903,869 | TotalSupportAmt |
| Public Support CY170 | 0.63130 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63330 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 84 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 168 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $2,581,674 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $3,725,587 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $2,390,979 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $2,404,167 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $22,413,539 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $48,020,235 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,550,905 | BeginningYearBalanceAmt |
| Contributions | $3,206,437 | ContributionsAmt |
| Investment Earnings Or Losses | $1,669,901 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,168,905 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $301,283 | AdministrativeExpensesAmt |
| End Year Balance | $40,957,055 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,682,779 | BeginningYearBalanceAmt |
| Contributions | $8,067,709 | ContributionsAmt |
| Investment Earnings Or Losses | $4,129,747 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,091,042 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $238,288 | AdministrativeExpensesAmt |
| End Year Balance | $37,550,905 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,914,720 | BeginningYearBalanceAmt |
| Contributions | $3,458,654 | ContributionsAmt |
| Investment Earnings Or Losses | $2,262,432 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $740,949 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $212,078 | AdministrativeExpensesAmt |
| End Year Balance | $26,682,779 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,297,584 | BeginningYearBalanceAmt |
| Contributions | $5,962,511 | ContributionsAmt |
| Investment Earnings Or Losses | $134,182 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,040,818 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $170,375 | AdministrativeExpensesAmt |
| End Year Balance | $21,914,720 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,015,202 | BeginningYearBalanceAmt |
| Contributions | $1,823,697 | ContributionsAmt |
| Investment Earnings Or Losses | $1,597,533 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $990,447 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $148,401 | AdministrativeExpensesAmt |
| End Year Balance | $17,297,584 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01290 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.98710 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $13,398 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $3,653 | DepreciationAmt |
| Book Value | $9,745 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $93,789 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $75,509 | DepreciationAmt |
| Book Value | $18,280 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $28,025 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Funds held as agency endowments | Desc |
| Amt | $8,542,357 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,542,357 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $9,462,841 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$175,419 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $56,948 | OtherRevenueAmt |
| Revenue Not Reported | -$118,471 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,581,312 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $9,581,312 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,687,648 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $7,771 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $7,771 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,679,877 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $13,525 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $13,525 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,693,402 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Mineral Interest $56948 |
| Part XII, Line 2d: Other expenses and losses per audited F/S | Investment Management Fees $3782 Property management expenses $3989 |
| Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S | P/Y accrued vacation $10615 Other expenses $2910 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (101 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| All Saints Episcopal School | ||||||||
| 2695 SSW Loop 323 | Tyler | TX | 75701 | 751520564 | 501(c)(3) | $58,821 | $0 | General support |
| Alliance Defending Freedom | ||||||||
| 15100 N 90th Street | Scottsdale | AZ | 85260 | 541660459 | 501(c)(3) | $40,000 | $0 | General support |
| Alzheimers Alliance of Smith | ||||||||
| 211 Winchester Dr | Tyler | TX | 75701 | 752486061 | 501(c)(3) | $9,625 | $0 | general operating memorial funds |
| American Red Cross | ||||||||
| PO Box 8588 | Tyler | TX | 75711 | 530196605 | 501(c)(3) | $5,350 | $0 | general operating, disaster relief |
| Ark Campus Ministry | ||||||||
| PO Box 1802 | Athens | TX | 75751 | 501(c)(3) | $8,000 | $0 | general support | |
| Azleway Inc | ||||||||
| 15892 CR 26 | Tyler | TX | 75707 | 751903742 | 501(c)(3) | $52,451 | $0 | General support |
| Baylor Healthcare System | ||||||||
| 3600 Gaston Ave Ste 100 | Dallas | TX | 75246 | 751606705 | 501(c)(3) | $50,000 | $0 | Baylor makes us all better campaign |
| Believe and See Africa | ||||||||
| PO Box 8286 | Tyler | TX | 75711 | 460643564 | 501(c)(3) | $7,000 | $0 | General support |
| Bethel Bible Church of Tyler | ||||||||
| 17121 Highway 69 South | Tyler | TX | 75703 | 751851738 | 501(c)(3) | $43,500 | $0 | general support |
| Bethesda Health Clinic | ||||||||
| 409 W Ferguson | Tyler | TX | 75702 | 260036674 | 501(c)(3) | $109,350 | $0 | general support |
| Board of Regents of UT Austin | ||||||||
| 210 W Sixth St | Austin | TX | 78701 | 746000203 | 501(c)(3) | $31,279 | $0 | General support |
| Boy Scouts of America | ||||||||
| 1331 E Fifth St | Tyler | TX | 75701 | 750808767 | 501(c)(3) | $24,550 | $0 | general support |
| Boys & Girls Club of East Tex | ||||||||
| PO Box 130153 | Tyler | TX | 75713 | 752541408 | 501(c)(3) | $62,932 | $0 | general support |
| Boys & Girls Club of Rusk Co | ||||||||
| 710 Robertson Blvd | Henderson | TX | 75652 | 752730664 | 501(c)(3) | $7,500 | $0 | general support |
| Brook Hill School Inc | ||||||||
| 1051 N Houston St | Bullard | TX | 75757 | 752514503 | 501(c)(3) | $18,600 | $0 | |
| Bullard Community Library | ||||||||
| PO Box 368 | Bullard | TX | 75757 | 751522478 | 501(c)(3) | $6,433 | $0 | Update library collection |
| Cain Center Inc | ||||||||
| 915 S Palestine | Athens | TX | 75751 | 751907257 | 501(c)(3) | $10,000 | $0 | Scholarships |
| Camp Tyler Foundation | ||||||||
| PO Box 1916 | Whitehouse | TX | 75791 | 756036565 | 501(c)(3) | $21,769 | $0 | General support |
| Campus Crusade for Christ | ||||||||
| 100 Lake Hart Dr Ste 2400 | Orlando | FL | 32832 | 956006173 | 501(c)(3) | $54,600 | $0 | General support |
| Catholic Campus Ministries | ||||||||
| 2603 Old Omen Rd | Tyler | TX | 75701 | 273504744 | 501(c)(3) | $7,500 | $0 | matching grant |
| Center for Mission Mobilizati | ||||||||
| PO Box 3556 | Fayetteville | AR | 75702 | 710861654 | 501(c)(3) | $10,000 | $0 | General support |
| Childrens Village and Family | ||||||||
| PO Box 6564 | Tyler | TX | 75711 | 751634826 | 501(c)(3) | $28,774 | $0 | General support |
| Christ Episcopal Church | ||||||||
| 118 S Bois DArc | Tyler | TX | 75702 | 750926758 | 501(c)(3) | $45,300 | $0 | general operating |
| City of Troup | ||||||||
| PO Box 637 | Troup | TX | 75789 | 501(c)(3) | $7,403 | $0 | general support | |
| Congregation Beth El | ||||||||
| 1010 charleston Dr | Tyler | TX | 75703 | 751152677 | 501(c)(3) | $19,968 | $0 | General support |
| Cross Brand Cowboy Church | ||||||||
| 11915 FM 2015 | Tyler | TX | 75708 | 501(c)(3) | $20,000 | $0 | Growth and development | |
| Disciples Clinic of Athens | ||||||||
| PO Box 1757 | Athens | TX | 75751 | 263051949 | 501(c)(3) | $6,000 | $0 | general support |
| Discovery Science Place | ||||||||
| 308 N Broadway Ave | Tyler | TX | 75702 | 752392134 | 501(c)(3) | $43,500 | $0 | General operating |
| East Texas Arboretum and Bota | ||||||||
| PO Box 2231 | Athens | TX | 75751 | 752390840 | 501(c)(3) | $9,500 | $0 | General support |
| East Texas Crisis Center | ||||||||
| PO Box 7060 | Tyler | TX | 75711 | 751641173 | 501(c)(3) | $45,800 | $0 | General support |
| East Texas Food Bank | ||||||||
| 3201 Robertson Rd | Tyler | TX | 75701 | 752222686 | 501(c)(3) | $99,081 | $0 | genreal support |
| East Texas Symphony Orchestra | ||||||||
| PO Box 6323 | Tyler | TX | 75711 | 756013387 | 501(c)(3) | $73,472 | $0 | General support |
| Educational Radio Foundation | ||||||||
| PO Box 8525 | Tyler | TX | 75711 | 751746274 | 501(c)(3) | $28,700 | $0 | General support |
| Family Matters Inc | ||||||||
| 15475 N Greenway Hayden Loop | Scottsdale | AZ | 85260 | 860439625 | 501(c)(3) | $15,000 | $0 | General support |
| First Baptist Church of Longv | ||||||||
| 209 E South St | Longview | TX | 75601 | 750976061 | 501(c)(3) | $22,250 | $0 | general support |
| First Christian Church | ||||||||
| 4202 S Broadway | Tyler | TX | 75701 | 750855631 | 501(c)(3) | $32,000 | $0 | Building campaign and mission work |
| First Christian Church of Hen | ||||||||
| 306 N Main | Henderson | TX | 75652 | 751928926 | 501(c)(3) | $6,000 | $0 | food supplies |
| First Presbyterian Church of | ||||||||
| 230 W Rusk St | Tyler | TX | 75701 | 750818161 | 501(c)(3) | $70,000 | $0 | Debt reduction |
| First United Methodist Church | ||||||||
| 225 Lovers Ln | Athens | TX | 75751 | 750986844 | 501(c)(3) | $10,000 | $0 | General support, playground equip |
| Fourth Partner Foundation | ||||||||
| 601 Shelley Dr Ste 201 | Tyler | TX | 75701 | 752666792 | 501(c)(3) | $11,800 | $0 | General support |
| Friendly Baptist Church | ||||||||
| 1903 E Front St | Tyler | TX | 75702 | 751330539 | 501(c)(3) | $18,000 | $0 | General support |
| Fullness of Truth | ||||||||
| Po Box 5308 | Kingwood | TX | 77325 | 760695292 | 501(c)(3) | $7,500 | $0 | Ministry purposes |
| Give2Asia | ||||||||
| 340 Pine St | San Fransisco | CA | 94104 | 943373670 | 501(c)(3) | $5,600 | $0 | SE Asia Children's fund |
| Grace Community Church | ||||||||
| 1828 ESE Loop 323 Ste 300 | Tyler | TX | 75701 | 751245705 | 501(c)(3) | $60,600 | $0 | general operating |
| Great Foundations | ||||||||
| 307 N Glenwood | Tyler | TX | 75702 | 452096099 | 501(c)(3) | $24,000 | $0 | General operations |
| Green Acres Baptist Church | ||||||||
| 1607 Troup Highway | Tyler | TX | 75701 | 751092783 | 501(c)(3) | $77,500 | $0 | General support |
| Habitat for Humanity of Smith | ||||||||
| 822 W Front Street | Tyler | TX | 75702 | 752285678 | 501(c)(3) | $15,950 | $0 | General support |
| Henderson Co HELP Center | ||||||||
| 309 Royall Dr | Athens | TX | 75751 | 752362799 | 501(c)(3) | $12,500 | $0 | Counseling svcs for children |
| Highland Park United Methodis | ||||||||
| 3300 Mockingbird Lane | Dallas | TX | 75205 | 750808794 | 501(c)(3) | $10,000 | $0 | General support |
| HOPE-Helping Others Pursue En | ||||||||
| 595 South Ragsdale | Jacksonville | TX | 75766 | 752378914 | 501(c)(3) | $10,000 | $0 | assisting low income individuals |
| Hospice of East Texas | ||||||||
| 4111 University Blvd | Tyler | TX | 75701 | 751851420 | 501(c)(3) | $36,737 | $0 | General support |
| Junior Leage of Tyler Inc | ||||||||
| 1919 S Donnybrook | Tyler | TX | 75701 | 750884075 | 501(c)(3) | $36,000 | $0 | Mistletoe and Magic, general suppor |
| Leadership Tyler | ||||||||
| 315 N Broadway Ave St 202 | Tyler | TX | 75702 | 752340612 | 501(c)(3) | $6,500 | $0 | Multiple purposes |
| LeTourneau University | ||||||||
| PO Box 7333 | Longview | TX | 75607 | 751081109 | 501(c)(3) | $15,000 | $0 | Various purposes |
| Limbs International | ||||||||
| 500 W Overland Ste 230 | El Paso | TX | 79901 | 274334121 | 501(c)(3) | $8,000 | $0 | general support |
| Literacy Council of Tyler | ||||||||
| PO Box 6662 | Tyler | TX | 75711 | 752359704 | 501(c)(3) | $55,582 | $0 | General support |
| Lufkin High School Alumni | ||||||||
| PO Box 150837 | Lufkin | TX | 75915 | 752066143 | 501(c)(3) | $8,937 | $0 | General opperating support |
| Marvin United Methodist Churc | ||||||||
| 300 W Erwin | Tyler | TX | 75702 | 752578237 | 501(c)(3) | $139,016 | $0 | Various purposes |
| Meals on Wheels | ||||||||
| PO Box 5475 | Tyler | TX | 75712 | 237313019 | 501(c)(3) | $17,787 | $0 | Various purposes |
| National Jewish Medical Resea | ||||||||
| 1400 Jackson St | Denver | CO | 80206 | 742044647 | 501(c)(3) | $5,362 | $0 | General support |
| National Sporting Library and | ||||||||
| PO Box 1335 | Middleburg | VA | 20018 | 546053662 | 501(c)(3) | $18,500 | $0 | Various purposes |
| North Tyler Day Nursery | ||||||||
| 3000 N Border | Tyler | TX | 75702 | 237123079 | 501(c)(3) | $15,250 | $0 | General support |
| Northeast Texas Comm College | ||||||||
| PO Box 1307 | Mount Pleasant | TX | 75456 | 752008835 | 501(c)(3) | $15,000 | $0 | Various purposes |
| PATH | ||||||||
| 402 W Front St | Tyler | TX | 75702 | 752033113 | 501(c)(3) | $109,552 | $0 | general support |
| Pittsburg-Camp Co Public Libr | ||||||||
| 613 Quitman st | Pittsburg | TX | 75686 | 751379945 | 501(c)(3) | $7,200 | $0 | GED classes |
| Pleasant Hill Missionary Bapt | ||||||||
| 502 N Horace | Tyler | TX | 75702 | 756185133 | 501(c)(3) | $15,000 | $0 | Church missions |
| Preston Hollow Presbyterian C | ||||||||
| 9800 Preston Road | Dallas | TX | 75230 | 752361810 | 501(c)(3) | $25,000 | $0 | Chapel at Presbyt. Village |
| Reformed Life Ministries | ||||||||
| PO Box 287 | Acworth | GA | 30101 | 274485122 | 501(c)(3) | $10,000 | $0 | Operating funds |
| SAFE-T | ||||||||
| PO Box 2337 | Mount Pleasant | TX | 75456 | 752631330 | 501(c)(3) | $23,100 | $0 | Various purposes |
| Salvation Army | ||||||||
| 633 N Broadway | Tyler | TX | 75702 | 132923701 | 501(c)(3) | $81,784 | $0 | General support |
| Smith Co Area Libraries Toget | ||||||||
| 3529 Woods Blvd | Tyler | TX | 75707 | 800518575 | 501(c)(3) | $8,000 | $0 | 2014 Book Fest |
| Smith Co Champtions for Child | ||||||||
| 4883 Hightech Dr | Tyler | TX | 75703 | 752669405 | 501(c)(3) | $5,787 | $0 | General support |
| St Judes Childrens Foundat | ||||||||
| 501 St Jude Place | Memphis | TN | 38105 | 351044585 | 501(c)(3) | $11,287 | $0 | Medical/Dental clinics |
| St Paul Lutheran Church | ||||||||
| 4715 Frederick Ave | St Joseph | MO | 64506 | 440619485 | 501(c)(3) | $200,000 | $0 | Support educational programs |
| Susan G Komen for the Cure T | ||||||||
| PO Box 6217 | Tyler | TX | 75711 | 751835298 | 501(c)(3) | $5,250 | $0 | general support |
| Texas Annual Conference of th | ||||||||
| 5215 Main St | Houston | TX | 77002 | 501(c)(3) | $11,300 | $0 | Emerging Leaders Endowment | |
| Texas Ramp Project | ||||||||
| PO Box 832065 | Richardson | TX | 75083 | 331139484 | 501(c)(3) | $7,000 | $0 | Building wheelchair ramps |
| Texas Wesleyen University | ||||||||
| 1201 Wesleyan Street | Fort Worth | TX | 76105 | 750800691 | 501(c)(3) | $285,459 | $0 | Various purposes |
| The Andrews Center | ||||||||
| 2323 W Front St | Tyler | TX | 75702 | 751281410 | 501(c)(3) | $40,000 | $0 | Vehicle purchases |
| The Cooper Institute | ||||||||
| 12330 Preston Rd | Dallas | TX | 75230 | 237075529 | 501(c)(3) | $15,000 | $0 | General Support |
| The Gathering | ||||||||
| 601 Shelley Dr Ste 201 | Tyler | TX | 75701 | 752726170 | 501(c)(3) | $20,500 | $0 | Various purposes |
| The Heritage Foundation | ||||||||
| 214 Massachusetts Ave | Washington | DC | 20002 | 237327730 | 501(c)(3) | $10,000 | $0 | General support |
| Therapet | ||||||||
| PO Box 130118 | Tyler | TX | 75713 | 752554185 | 501(c)(3) | $5,750 | $0 | Therapet Skills Class |
| TISD | ||||||||
| PO Box 2035 | Tyler | TX | 75710 | 756002675 | 501(c)(3) | $30,560 | $0 | Various purposes |
| TISD Foundation | ||||||||
| 315 N Broadway Ste 401 | Tyler | TX | 75702 | 752366991 | 501(c)(3) | $18,676 | $0 | general support |
| Titus County Cares | ||||||||
| PO Box 1476 | Mount Pleasant | TX | 75455 | 352309053 | 501(c)(3) | $18,000 | $0 | food backpack program |
| TJC Foundation | ||||||||
| PO Box 9020 | Tyler | TX | 75711 | 756046816 | 501(c)(3) | $6,018 | $0 | Adopt a school program |
| Tributary Retreat and Trainin | ||||||||
| PO Box 131373 | Tyler | TX | 75713 | 461625752 | 501(c)(3) | $396,000 | $0 | Capital expenditures/various purpos |
| Trinity School of Texas | ||||||||
| PO Box 4337 | Longview | TX | 75606 | 756004795 | 501(c)(3) | $26,872 | $0 | Support athletic programs |
| Tyler Day Nursery | ||||||||
| 2901 West Gentry Pkwy | Tyler | TX | 75702 | 750827467 | 501(c)(3) | $10,755 | $0 | General support/various purposes |
| Tyler Junior College | ||||||||
| PO Box 9020 | Tyler | TX | 75711 | 756002676 | 501(c)(3) | $20,610 | $0 | Tennis program |
| Tyler Museum of Art | ||||||||
| 1300 S Mahon Ave | Tyler | TX | 75701 | 756066618 | 501(c)(3) | $10,500 | $0 | General support |
| United Way of Rusk Co Inc | ||||||||
| PO Box 775 | Henderson | TX | 75653 | 752916005 | 501(c)(3) | $6,000 | $0 | Rusk county charities |
| United Way of Tyler | ||||||||
| 4000 Southpark Dr Ste 1200 | Tyler | TX | 75703 | 750957331 | 501(c)(3) | $35,000 | $0 | 2013 Campaign |
| UT Health Center of Tyler | ||||||||
| 11937 US Hwy 271 | Tyler | TX | 75708 | 756001354 | 501(c)(3) | $23,500 | $0 | Various purposes |
| UT System OFfice of Estates | ||||||||
| 210 W 6th St | Austin | TX | 78701 | 746000203 | 501(c)(3) | $6,500 | $0 | Presidents associates |
| UT Tyler Cowan Center | ||||||||
| 3900 University Blvd | Tyler | TX | 75799 | 751396988 | 501(c)(3) | $161,580 | $0 | Various purposes |
| Wycliffe bible Translators | ||||||||
| PO box 628200 | Orlando | FL | 32862 | 953494561 | 501(c)(3) | $30,000 | $0 | Ministry of Bible Translators |
| Young Audiences of NE Tex | ||||||||
| 200 E Amherst | Tyler | TX | 75701 | 752747921 | 501(c)(3) | $27,500 | $0 | General operating |
| Youth & Family Enrichment Cen | ||||||||
| PO Box 7218 | Tyler | TX | 75711 | 752047807 | 501(c)(3) | $6,000 | $0 | Christmas gifts for children |
| Youth With a Mission | ||||||||
| PO Box 3000 | Garden Valley | TX | 75711 | 237136015 | 501(c)(3) | $9,250 | $0 | Building Program |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 87 | Total501c3OrgCnt |
| Total Other Org | 14 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| College Scholarships | 95 | $221,400 |
| Jr. College Scholarships | 25 | $29,936 |
| Vocational/Tech Scholarships | 2 | $2,500 |
Schedule L IRS990ScheduleL
Disqualified Person Ex Bnft Tr DisqualifiedPersonExBnftTrGrp (2 entries)
| Rln Disqualified Person OrgRlnDisqualifiedPersonOrgTxt | TransactionTransactionDesc | Transaction CorrectedTransactionCorrectedInd |
|---|---|---|
| NBC SECURITIES INC | ||
| SEE SCHEDULE O FOR DETAIL | SEE SCHEDULE O FOR DETAIL | Yes (true) |
| FRANK FALKENBURG | ||
| SEE SCHEDULE O FOR DETAIL | SEE SCHEDULE O FOR DETAIL | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Imposed | $6,341 | TaxImposedAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,324,355 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Avg hi low | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $226,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b: Form 990 Review Process | A draft copy of the Form 990 is reviewed by the Board. The Board discusses any questions or issues at a regularly scheduled board meeting or via conference call |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | The directors must disclose any conflict of interest on an annual basis |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | The Board conducts an annual review of compensation paid and comparable salaries. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Financial statements are made available on the Foundation's website. The Foundation's governing documents, conflict of interest policy, and financial statements are made available at the Foundation's office by request. |
| Amended Explanation | THE 990 HAS BEEN AMENDED DUE TO A CHANGE IN SCHEDULE L AND FORM 4720 REGARDING EXCESS BENEFIT TRANSACTIONS. |
| SCHEDULE L, PART I DETAIL | 1(b)&(c) AND 2(b)&(c): THE ORGANIZATION INITIATED AND RECEIVED A LEGAL OPINION THAT AN INVESTMENT ADVISOR WORKING FOR NBC SECURITIES IS A DISQUALIFIED PERSON BECAUSE OF A FAMILY RELATIONSHIP WITH A DONOR AND THE REASONABLE AND CUSTOMARY FEES RECEIVED BY THE ADVISOR FOR SERVICES RENDERED ARE CONSIDERED AN AUTOMATIC EXCESS BENEFIT. THE INVESTMENT ADVISOR ALSO ACQUIRED MORE THAN 35% OF NBC SECURITIES DURING 2010.NBC SECURITIES HAS COOPERATED FULLY WITH THE FOUNDATION TO IDENTIFY AND IMMEDIATELY CORRECT THE EXCESS BENEFIT TRANSACTION PRIOR TO THE FILING OF THE 2014 FORM 990. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ETCF Support Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 315 N Broadway Ave Ste 210 | AddressLine1Txt |
| City | Tyler | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270679342 | EIN |
| Primary Activities | Holds assets with inherent liabilities | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 501(c)(3) | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | East Texas Communities Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |