COASTAL BEND COMMUNITY FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- COASTAL BEND COMMUNITY FOUNDATION (EIN 74-2190039)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-09
- IRS object ID
- 201503139349300630
- Schema version
- 2014v5.0
- 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 F
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-09T12:17:26-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742727133 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kirk Monroe & Klostermann LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1016 Santa Fe Suite 201 | AddressLine1Txt |
| City | Corpus Christi | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78404 | 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 | 742190039 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Coastal Bend Community Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COAS | BusinessNameControlTxt |
| Phone | 3618829745 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 N Upper Broadway No 1950 | AddressLine1Txt |
| City | Corpus Christi | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 784010720 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Karen W Selim | PersonNm |
| Person Title | President and CEO | PersonTitleTxt |
| Phone | 3618829745 | PhoneNum |
| Signature | 2015-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Phillip G Monroe CPA | PreparerPersonNm |
| PTIN | P00231323 | PTIN |
| Phone | 3618827131 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Karen W Selim | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 N Upper Broadway No 1950 | AddressLine1Txt |
| City | Corpus Christi | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 784010720 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $78,338,099 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.cbcfoundation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | To enhance the quality of life in the Coastal Bend area of Texas through charitable & educational grants. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$9,830 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,150,795 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,387,415 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,419 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,993 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,381,130 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,351,491 | CYInvestmentIncomeAmt |
| PY Other Revenue | $817,422 | PYOtherRevenueAmt |
| CY Other Revenue | $955,981 | CYOtherRevenueAmt |
| PY Total Revenue | $13,352,766 | PYTotalRevenueAmt |
| CY Total Revenue | $11,698,880 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,496,537 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,639,888 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $407,954 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $463,018 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $94,281 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,419,170 | PYOtherExpensesAmt |
| CY Other Expenses | $1,458,915 | CYOtherExpensesAmt |
| PY Total Expenses | $5,323,661 | PYTotalExpensesAmt |
| CY Total Expenses | $7,561,821 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,029,105 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,137,059 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $62,744,854 | TotalAssetsBOYAmt |
| Total Assets EOY | $73,115,899 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,749,771 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,504,097 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $56,995,083 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $66,611,802 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To enhance the quality of life in the Coastal Bend area of Texas through charitable and educational grants. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,375,745 | ExpenseAmt |
| Grant | $4,029,580 | GrantAmt |
| Revenue | $2,983,011 | RevenueAmt |
| Desc | The Foundation makes grants to nonprofit organizations to improve the quality of life in the Coastal Bend area of Texas from unrestricted, field-of-interest, designated, special project and donor advised funds. One project fund provides bikes to needy children at Christmas time. In 2014, bicycles with kickstands and helmets were presented to needy children. Corpus Christi Police Department was provided with fitness equipment, training programs and honor guard uniforms as part of a fiscal sponsorship fund called Citizens in Support of Corpus Christi Police Department. Needy children were provided fitness and nutrition classes sponsored by the Kids Get Fit Fund. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $941,318 | ExpenseAmt |
| Grant | $820,311 | GrantAmt |
| Revenue | $279,943 | RevenueAmt |
| Desc | The Foundation provides scholarships and fellowships to students from the seven county area of the Coastal Bend of Texas in accordance with the terms of the approximately 100 scholarship and fellowship funds it holds. During 2014, 534 scholarships were awarded. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $853,914 | ExpenseAmt |
| Grant | $789,997 | GrantAmt |
| Revenue | $77,757 | RevenueAmt |
| Desc | The Foundation provides hardship grants for employees of one organization. These grant requests are reviewed on a case by case basis in accordance with the terms of the employee assistance fund agreements. During 2014, 948 grants were awarded and 39 grants were denied, cancelled or withdrawn. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $7,170,977 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | Yes (1) | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 92 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | BD | ForeignCountryCd |
| Foreign Country | VI | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Beverly Harper | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3618829745 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 N Upper Broadway Suite 1950 | AddressLine1Txt |
| City | Corpus Christi | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78401 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| Clare Atkinson Wonders | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Nancy Johnson Bellows | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Rumaldo Juarez | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Ralph Gomez | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Bill Maxwell | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jan G Anderson | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jonathan M Hornblower | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mike Carrell | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Hank Nuss | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jack W Wright | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jon Whatley | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Lou Adele May | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| William B Whitworth | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Leah Pagan Olivarri | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Kathleen M White | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Laura Miller | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jennifer Vogt | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Joe Henkel | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Karen O'Connor Urban | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Bobby Galvan | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Ricki Cunningham | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Robert Furguson | ||||||
| Chairman | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Susan Hutchinson | ||||||
| Vice Chairman | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Omar Leal | ||||||
| Treasurer | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Larry Aduddell | ||||||
| Secretary | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Karen Selim | ||||||
| President & CEO | 40.00 | $125,000 | $0 | $18,519 | Yes (X) | |
| Susan Jackson | ||||||
| Assistant Secretary/Direct | 40.00 | $61,700 | $0 | $15,149 | Yes (X) | |
| Beverly Harper | ||||||
| Finance Director | 40.00 | $76,500 | $0 | $20,142 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $263,200 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $53,810 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $380,436 | FundraisingAmt |
| All Other Contributions | $8,006,979 | AllOtherContributionsAmt |
| Noncash Contributions | $2,617,876 | NoncashContributionsAmt |
| Total Contributions | $8,387,415 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tennis Match | 900099 | $3,071 | $3,071 |
| Asthma Camp | 900099 | $750 | $750 |
| Educational Maps/Books | 900099 | $172 | $172 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,993 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $915,849 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $915,849 | RelatedOrExemptFuncIncomeAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $180,910 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $180,910 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $112,316 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $45,859 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $66,457 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $66,457 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $66,457 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $67,930,245 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $66,494,603 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,435,642 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,435,642 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,435,642 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $69,511 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $380,436 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $98,757 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$29,246 | TotalRevenueColumnAmt |
| Exclusion | -$29,246 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Administrative Fees | 561000 | $737,336 | $737,336 |
| Class action lawsuit | 900099 | $524 | $524 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $737,860 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,698,880 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,340,711 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$29,246 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,997,540 | TotalAmt |
| Program Services | $3,997,540 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,610,308 | TotalAmt |
| Program Services | $1,610,308 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,040 | TotalAmt |
| Program Services | $32,040 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,200 | TotalAmt |
| Program Services | $87,155 | ProgramServicesAmt |
| Management And General | $119,795 | ManagementAndGeneralAmt |
| Fundraising | $56,250 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,267 | TotalAmt |
| Program Services | $71,560 | ProgramServicesAmt |
| Management And General | $47,707 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,157 | TotalAmt |
| Program Services | $4,571 | ProgramServicesAmt |
| Management And General | $4,898 | ManagementAndGeneralAmt |
| Fundraising | $1,688 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,929 | TotalAmt |
| Program Services | $19,571 | ProgramServicesAmt |
| Management And General | $17,518 | ManagementAndGeneralAmt |
| Fundraising | $1,840 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,465 | TotalAmt |
| Program Services | $12,825 | ProgramServicesAmt |
| Management And General | $13,379 | ManagementAndGeneralAmt |
| Fundraising | $4,261 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,733 | TotalAmt |
| Program Services | $31,733 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,988 | TotalAmt |
| Program Services | $2,827 | ProgramServicesAmt |
| Management And General | $7,161 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,500 | TotalAmt |
| Management And General | $11,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $352,201 | TotalAmt |
| Program Services | $352,201 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,681 | TotalAmt |
| Management And General | $3,681 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,879 | TotalAmt |
| Fundraising | $9,879 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,827 | TotalAmt |
| Program Services | $13,640 | ProgramServicesAmt |
| Management And General | $14,395 | ManagementAndGeneralAmt |
| Fundraising | $9,792 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,274 | TotalAmt |
| Program Services | $11,768 | ProgramServicesAmt |
| Management And General | $11,608 | ManagementAndGeneralAmt |
| Fundraising | $3,898 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,024 | TotalAmt |
| Program Services | $14,534 | ProgramServicesAmt |
| Management And General | $15,339 | ManagementAndGeneralAmt |
| Fundraising | $5,151 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $672 | TotalAmt |
| Program Services | $277 | ProgramServicesAmt |
| Management And General | $218 | ManagementAndGeneralAmt |
| Fundraising | $177 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,087 | TotalAmt |
| Program Services | $4,014 | ProgramServicesAmt |
| Management And General | $3,933 | ManagementAndGeneralAmt |
| Fundraising | $140 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,394 | TotalAmt |
| Program Services | $26,394 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,744 | TotalAmt |
| Management And General | $4,744 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,662 | TotalAmt |
| Program Services | $5,003 | ProgramServicesAmt |
| Management And General | $9,659 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Admistrative Fee Expens | $737,336 | $737,336 |
| Law Enforcement Project | $79,494 | $79,494 |
| Educational Projects | $45,410 | $45,410 |
| Camp Expenses | $5,647 | $5,647 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,362 | TotalAmt |
| Program Services | $5,129 | ProgramServicesAmt |
| Management And General | $11,028 | ManagementAndGeneralAmt |
| Fundraising | $1,205 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,561,821 | TotalAmt |
| Program Services | $7,170,977 | ProgramServicesAmt |
| Management And General | $296,563 | ManagementAndGeneralAmt |
| Fundraising | $94,281 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $667,669 | BOYAmt |
| EOY | $66,021 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,682 | BOYAmt |
| EOY | $68,820 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,867 | BOYAmt |
| EOY | $2,334,423 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $248,716 | BOYAmt |
| EOY | $19,306 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,560 | BOYAmt |
| EOY | $40,837 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,841,320 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $60,918 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,245,638 | BOYAmt |
| EOY | $8,780,402 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,359,829 | BOYAmt |
| EOY | $61,801,204 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,893 | BOYAmt |
| EOY | $4,886 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,744,854 | BOYAmt |
| EOY | $73,115,899 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,429 | BOYAmt |
| EOY | $17,002 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $569,770 | BOYAmt |
| EOY | $496,729 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,162,572 | BOYAmt |
| EOY | $5,990,366 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,749,771 | BOYAmt |
| EOY | $6,504,097 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,750,062 | BOYAmt |
| EOY | $5,409,981 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,282,435 | BOYAmt |
| EOY | $26,724,056 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,962,586 | BOYAmt |
| EOY | $34,477,765 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,995,083 | BOYAmt |
| EOY | $66,611,802 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,744,854 | BOYAmt |
| EOY | $73,115,899 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,137,059 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,307,455 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$827,795 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,508,881 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,911,828 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,811,192 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,150,795 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,387,415 | CurrentTaxYearAmt |
| Total | $32,770,111 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,508,881 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,911,828 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,811,192 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,150,795 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,387,415 | CurrentTaxYearAmt |
| Total | $32,770,111 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $32,770,111 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $787,477 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,465,244 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,219,885 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,224,792 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,163,216 | CurrentTaxYearAmt |
| Total | $5,860,614 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $542,918 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $585,205 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $641,597 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $695,777 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $807,370 | CurrentTaxYearAmt |
| Total | $3,272,867 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $41,903,592 | TotalSupportAmt |
| Public Support CY170 | 0.78200 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76120 | 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 | 63 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 80 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $3,453,851 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $1,097,703 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $3,432,288 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $414,387 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $14,505,322 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $9,111,958 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,378,850 | BeginningYearBalanceAmt |
| Contributions | $1,752,413 | ContributionsAmt |
| Investment Earnings Or Losses | $8,138,331 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$1,314,694 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$873,116 | OtherExpendituresAmt |
| Administrative Expenses | -$598,539 | AdministrativeExpensesAmt |
| End Year Balance | $54,055,943 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,048,762 | BeginningYearBalanceAmt |
| Contributions | $2,449,669 | ContributionsAmt |
| Investment Earnings Or Losses | $4,410,623 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$1,120,812 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$864,073 | OtherExpendituresAmt |
| Administrative Expenses | -$545,319 | AdministrativeExpensesAmt |
| End Year Balance | $41,378,850 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,996,111 | BeginningYearBalanceAmt |
| Contributions | $1,862,390 | ContributionsAmt |
| Investment Earnings Or Losses | $3,822,250 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$845,053 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$277,832 | OtherExpendituresAmt |
| Administrative Expenses | -$509,104 | AdministrativeExpensesAmt |
| End Year Balance | $37,048,762 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,502,191 | BeginningYearBalanceAmt |
| Contributions | $1,606,139 | ContributionsAmt |
| Investment Earnings Or Losses | $1,586,864 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$677,387 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$560,093 | OtherExpendituresAmt |
| Administrative Expenses | -$461,603 | AdministrativeExpensesAmt |
| End Year Balance | $32,996,111 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,626,385 | BeginningYearBalanceAmt |
| Contributions | $1,113,826 | ContributionsAmt |
| Investment Earnings Or Losses | $4,162,305 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$884,644 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$46,792 | OtherExpendituresAmt |
| Administrative Expenses | -$468,889 | AdministrativeExpensesAmt |
| End Year Balance | $31,502,191 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.10120 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.62850 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.27030 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $8,366,528 | InvestmentCostOrOtherBasisAmt |
| Book Value | $8,366,528 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $336,484 | InvestmentCostOrOtherBasisAmt |
| Book Value | $336,484 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $69,200 | InvestmentCostOrOtherBasisAmt |
| Book Value | $69,200 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $69,108 | OtherCostOrOtherBasisAmt |
| Book Value | $69,108 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Depreciation | $60,918 | DepreciationAmt |
| Book Value | -$60,918 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,780,402 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Funds Held as Agency Endowments | Desc |
| Amt | $5,990,366 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,990,366 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $18,133,732 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,307,455 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $6,307,455 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,826,277 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$127,397 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$127,397 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,698,880 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,517,013 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,517,013 | ExpensesSubtotalAmt |
| Other Expenses Not Included | -$955,192 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$955,192 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,561,821 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The Foundation's endowment funds are used for unrestricted grants to nonprofit organizations to improve the quality of life in the Coastal Bend area of Texas. |
| Part X, Line 2: | Financial Accounting Standards Board(FASB)Interpretation 48, Accounting for Uncertainty in Income Taxes(FASB)Accounting Standards Codification(ASC)740 requires the Foundation to disclose its policy for evaluating uncertain tax positions. The Foundation evaluates its uncertain tax positions using the provisions of ASC 450, Contingencies. Accordingly, a loss continguency is recognized when it is probable that a liability has been incurred as of the date of the financial statements and the amount of the loss can be reasonably estimate. The amount recognized is subject to estimate and management judgment with respect to the likely outcome of each uncertain tax position. Management has evaluated all tax positions taken by the Foundation and has recognized no liability as of the date of the financial statements. The amount that is ultimately sustained for an individual uncertain tax position or for all uncertain tax positions in the aggregate could differ from the amount recognized. With few exceptions, the Foundation is no longer subject to examinations by the U.S. federal, state or local tax authorities for years before 2008, which is the standard statute of limitations look-back period. |
| Part XI, Line 4b - Other Adjustments: | Agency Endow Revenue $965,596, Expenses netted against revenue $-28,212 -127,397. Interfund gifts/grants $-1,064,781 |
| Part XII, Line 4b - Other Adjustments: | Agency Endowment Expenses $137,801; Expenses netted with revenue $-28,212 -955,192. Interfund gifts/grants $-1,064,781 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| North Atlantic-Bermuda | 0 | 0 | Investments | $2,458,036 |
| Central America-Caribbean | 0 | 0 | Investments | $2,200,000 |
| British Virgin Inslands | 0 | 0 | Investments | $3,005,376 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $7,663,412 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $7,663,412 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|
| South America-Honduras | General program support | $20,000 | Check | Book |
| South Africa-Uganda | General program support | $10,000 | Check | Book |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Harvey Weil Fundraising Dinner | Event1Nm |
| Gross Receipts Event1 | $202,662 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $136,590 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $66,072 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $625 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $46,282 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $42,070 | OtherDirectExpensesEvent1Amt |
| Event2 | 2014 Day of Giving | Event2Nm |
| Gross Receipts Event2 | $209,425 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $209,425 | CharitableContriEvent2Amt |
| Rent Facility Costs Event2 | $140 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $1,145 | FoodAndBeverageEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $37,860 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $34,421 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $3,439 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $8,064 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $431 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $449,947 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $380,436 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $69,511 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $625 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $140 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $55,491 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $42,501 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $98,757 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$29,246 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (72 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| African Renewal Ministries | |||||||
| PO Box 13733 | San Antonio | TX | 78213 | 432004779 | 501 (c) (3) | $10,000 | Program support |
| Austin Area School for Dyslexics Inc | |||||||
| 2614 Exposition Boulevard | Austin | TX | 78703 | 742820712 | 501 (c) (3) | $6,000 | General Program Support |
| Bobwhite Brigade | |||||||
| 3660 Thousand Oaks Dr Str 126 | san Antonio | TX | 78247 | 752703420 | 501 (c) (3) | $10,000 | Environmental/conservation program support |
| Texas State Aquarium Association | |||||||
| 2710 N Shoreline Blvd | Corpus Christi | TX | 78402 | 237044950 | 501 (c) (3) | $1,026,250 | Capital campaign, Community venues grant,General program support |
| Amistad Community Health Center Inc | |||||||
| 1533 Brownlee Ste 100 | Corpus Christi | TX | 78404 | 203008507 | 501 (c) (3) | $31,026 | Aid to indigent children, general program support |
| Boys and Girls Club of Taft | |||||||
| 727 McIntyre | Taft | TX | 78390 | 510211273 | 501 (c) (3) | $6,550 | Equipment for club use. |
| Corpus Christi ISD | |||||||
| PO Box 110 | Corpus Christi | TX | 78403 | 746000581 | State Agency | $26,000 | Educational support |
| Church of the Good Shepherd Episcopal | |||||||
| 700 S Broadway | Corpus Christi | TX | 78401 | 742471646 | 501 (c) (3) | $9,700 | General Program support |
| First United Methodist Church | |||||||
| 900 South Shoreline Blvd | Corpus Christi | TX | 78401 | 741166910 | 501 (c) (3) | $255,000 | General Program support |
| Communities in School Corpus Christi Inc | |||||||
| 2212 Morris | Corpus Christi | TX | 78405 | 742429445 | 501 (c) (3) | $5,100 | General Program support |
| Alzheimer's Research Foundation | |||||||
| 199 Water Street 23rd Floor | New York | NY | 10038 | 133859563 | 501 (c) (3) | $10,000 | Program Support. |
| Corpus Christi Museum of Science and History | |||||||
| 1900 N Chaparral Street | Corpus Christi | TX | 78401 | 742032535 | 501 (c) (3) | $9,000 | General Program support |
| United Way of the Coastal Bend Inc | |||||||
| 711 N Carancahua Street Suite 302 | Corpus Christi | TX | 78475 | 741207552 | 501 (c) (3) | $9,944 | General program support |
| YMCA of Corpus Christi | |||||||
| 417 South Upper Broadway | Corpus Christi | TX | 78401 | 741211670 | 501 (c) (3) | $10,000 | General Program support |
| Southwestern University | |||||||
| PO Box 770 | Georgetown | TX | 786270770 | 741233796 | 501 (c) (3) | $50,000 | Scholarship and general support |
| Corpus Christi Police Foundation | |||||||
| PO Box 803 | Corpus Christi | TX | 78403 | 470990452 | 501 (c) (3) | $98,136 | Police Department General support |
| Environmental Fund for Texas | |||||||
| PO Box 1911 | Austin | TX | 78767 | 742627463 | 501 (c) (3) | $20,000 | Environment program |
| Friends of Corpus Christi Public Libraries | |||||||
| 805 Commanche Street | Corpus Christi | TX | 78401 | 746049373 | 501 (c) (3) | $5,756 | General program support |
| Friends of Fulton Mansion | |||||||
| 317 Fulton Beach Road | Rockport | TX | 78382 | 742591329 | 501 (c) (3) | $40,000 | Historical building support |
| Harbor Playhouse Company | |||||||
| 1 Bayfront Park | Corpus Christi | TX | 784011165 | 741293583 | 501 (c) (3) | $41,000 | Sponsorship, Building repair, General program support |
| Family Counseling Service | |||||||
| 3833 South Staples St Suite S203 | Corpus Christi | TX | 78411 | 741321308 | 501 (c) (3) | $7,500 | Senior Counseling Support |
| Rob & Bessie Welder Wildlife Foundation | |||||||
| PO Box 1400 | Sinton | TX | 783871400 | 741381321 | 501 (c) (3) | $7,500 | Conservation program |
| Incarnate Word Academy | |||||||
| 2930 S Alameda | Corpus Christi | TX | 78404 | 742570138 | 501 (c) (3) | $6,500 | Educational Program support |
| Make-A-Wish of Central and South Texas | |||||||
| 1931 NW Military Highway | San Antonio | TX | 78213 | 742357788 | 501 (c) (3) | $10,000 | General program support |
| Good Samaritan Rescue Mission | |||||||
| PO Box 65 | Corpus Christi | TX | 78403 | 741611894 | 501 (c) (3) | $7,350 | Unfunded Meals for Low Income Clients, General Program Support |
| South Texas Public Broadcasting System Inc | |||||||
| 939 South Stadium Road | Columbia | SC | 29201 | 741616224 | 501 (c) (3) | $30,850 | Radio/Television program, General Program Support |
| National Audubon Society Inc | |||||||
| 2904 Swiss Ave | Dallas | TX | 75204 | 131624102 | 501 (c) (3) | $20,000 | General program support |
| Texas A & M University at Corpus Christi | |||||||
| 6300 Ocean Drive | Corpus Christi | TX | 78412 | 741760663 | State Agency | $31,590 | President's Council Support,Scholarship Programs,athletic program support and general program support |
| Naval History Foundtion of South Texas | |||||||
| PO Box 23076 | Corpus Christi | TX | 78403 | 200585270 | 501 (c) (3) | $9,400 | Elevator support and general program support |
| Christus Spohn Health System Development Foundation | |||||||
| 600 Elizabeth Street | Corpus Christi | TX | 78404 | 741906005 | 501 (c) (3) | $16,125 | General program support |
| Orange Grove Area Museum | |||||||
| PO Box 397 | Orange Grove | TX | 78372 | 742898866 | 501 (c) (3) | $6,500 | Building and program Support |
| Special Olympics Texas Inc | |||||||
| 7715 Chevy Chase Drive Suite 120 | Austin | TX | 78752 | 741998367 | 501 (c) (3) | $7,500 | General Program SupportGeneral Program Support |
| Episcopal Church of the Advent | |||||||
| PO Box 1937 | Alice | TX | 78333 | 746022217 | 501 (c) (3) | $8,947 | General Program Support |
| Palmer Drug Abuse Program of Corpus Christi Inc | |||||||
| 3104 South Alameda Street | Corpus Christi | TX | 78404 | 742200058 | 501 (c) (3) | $7,380 | Adolescent prevention & recovery program,General Progam Support |
| Food Bank of Corpus Christi | |||||||
| 826 Krill Street | Corpus Christi | TX | 78408 | 742234089 | 501 (c) (3) | $14,500 | Forklift replacement, General Program Support |
| Corpus Christi Metro Ministries | |||||||
| PO Box 4899 | Corpus Christi | TX | 78469 | 742247261 | 501 (c) (3) | $69,700 | Loaves and Fishes Program Support,General Program Support |
| Our Lady of Perpetual Help Catholic Church | |||||||
| 5830 Williams | Corpus Christi | TX | 78412 | 746014625 | 501 (c) (3) | $9,550 | General Program Support |
| Robstown Area Historical Commission Inc | |||||||
| PO Box 467 | Robstown | TX | 783805737 | 742879451 | 501 (c) (3) | $6,500 | Historical building support |
| St Patrick's Catholic Church | |||||||
| 3350 South Alameda | Corpus Christi | TX | 78411 | 741246250 | 501 (c) (3) | $6,350 | Operational and Boy Scout support |
| Coastal Bend College | |||||||
| 3800 Charco Road | Beeville | TX | 78102 | 741542306 | State Agency | $17,000 | Education support |
| Corpus Christi Hope House Inc | |||||||
| 658 Robinston Street | Corpus Christi | TX | 78404 | 742480299 | 501 (c) (3) | $7,000 | General program supportShelter for women & children program,General Program Support |
| Texas A & M University 12th Man Foundation | |||||||
| PO Box 2800 | College Station | TX | 77841 | 741185725 | 501 (c) (3) | $16,602 | General program support |
| Make-A-Wish Foundation of the Texas Gulf Coast and Louisiana Inc | |||||||
| 1604 Bissonett | Houston | TX | 77005 | 760116615 | 501 (c) (3) | $9,983 | General Program Support |
| Texas Parks & Wildlife Foundtion | |||||||
| 2914 Swiss Avenue | Dallas | TX | 75204 | 742602504 | 501 (c) (3) | $10,000 | Flounder Propagation projectFlounder Propagation Project |
| Texas Wildlife Association Foundation | |||||||
| 3660 Thosand Oaks Dr Ste 126 | San Antonio | TX | 782473133 | 742605516 | 501 (c) (3) | $7,500 | Texas Youth Hunting Program |
| USS Lexington Museum on the Bay | |||||||
| PO Box 23076 | Corpus Christi | TX | 784033076 | 742615466 | 501 (c) (3) | $20,500 | Stage Door support, General program support |
| Virginia Tech Foundation Inc | |||||||
| 902 Prices Fork Road | Blacksburg | VA | 24061 | 540721690 | 501 (c) (3) | $30,000 | College of Business Support |
| Corpus Christi Symphony Society Inc | |||||||
| 555 N Carancahua Ste 410 | Corpus Christi | TX | 78401 | 746011470 | 501 (c) (3) | $28,094 | Support 2014-2015 concert season and general supportGeneral Program Support |
| Covenant Baptist Church | |||||||
| 7001 Williams Drive | Corpus Christi | TX | 78412 | 011589744 | 501 (c) (3) | $17,000 | Building support and general support |
| South Texas Institute for the Arts | |||||||
| 1902 North Shoreline Blvd | Corpus Christi | TX | 78401 | 746025882 | 501 (c) (3) | $9,500 | General Program Support |
| HALO Flight Inc | |||||||
| 315 Pinson Drive | Corpus Christi | TX | 78406 | 752235660 | 501 (c) (3) | $9,440 | General Program Support |
| Boy Scouts of America South Texas Council | |||||||
| 700 Everhart Terrace Bldg A | Corpus Christi | TX | 78411 | 752675978 | 501 (c) (3) | $5,800 | General Program Support |
| Mission of Mercy Inc | |||||||
| PO Box 102 | Fairfield | PA | 17320 | 860704883 | 501 (c) (3) | $6,000 | General Program support |
| Del Mar College Foundation Inc | |||||||
| 101 Baldwin | Corpus Christi | TX | 78404 | 742286234 | 501 (c) (3) | $15,634 | Vocational Scholarships, General Program Support |
| Texas A&M University - Kingsville | |||||||
| 700 University Blvd MSC 101 | Kingsville | TX | 78364 | 746001530 | State Agency | $25,000 | Conservation program support, General Program support |
| St Anthony Catholic Church | |||||||
| 3818 CR 61 | Robstown | TX | 783805737 | 741483603 | 501 (c) (3) | $9,250 | General Program Support |
| Nueces County Treasury | |||||||
| 901 Leopard St Rm 302 | Corpus Christi | TX | 78401 | 746000585 | State Agency | $8,750 | Fallen Heroes support, General Program Support |
| Congregation Beth Israel | |||||||
| 4402 Saratoga Boulevard | Corpus Christi | TX | 78413 | 746000619 | 501 (c) (3) | $12,725 | General program support |
| Gulf Coast Humane Society | |||||||
| 3118 Cabaniss Parkway | Corpus Christi | TX | 78415 | 741266245 | 501 (c) (3) | $5,280 | Medical care of animals, General program support |
| University of Iowa Foundation | |||||||
| PO Box 4550 | Iowa City | IA | 522444550 | 420796760 | 501 (c) (3) | $8,000 | Research on juvenile polyposis |
| Nueces County MHMR Community Center | |||||||
| 1630 S Brownlee | Corpus Christi | TX | 78404 | 741623759 | 501 (c) (3) | $11,900 | Provide services to mentally disabled indiviuals in Nueces County |
| Rockport Art Association Inc | |||||||
| 902 Navigation Circle | Rockport | TX | 78382 | 741652612 | 501 (c) (3) | $20,923 | Artlink for youth program, general program support |
| Tennis Success Inc | |||||||
| PO Box 71647 | Corpus Christi | TX | 784671647 | 061725402 | 501 (c) (3) | $12,000 | Scholarship program for low income youth, General program support |
| Texas A & M University Corpus Christi Foundation Inc | |||||||
| 6300 Ocean Drive MD5644 | Corpus Christi | TX | 78412 | 742491445 | 501 (c) (3) | $28,600 | Scholarship support |
| Triumph Over Kid Cancer | |||||||
| 723 Coleman | Corpus Christi | TX | 78401 | 272224984 | 501 (c) (3) | $25,250 | General program support |
| Volunteer Services Council of the Corpus Christi State School | |||||||
| 902 Airport Road | Corpus Christi | TX | 78405 | 237043367 | 501 (c) (3) | $20,000 | General program support |
| Rotary Foundation of Rotary International | |||||||
| 1560 Sherman Ave | Evanston | IL | 60201 | 363245072 | 501 (c) (3) | $6,323 | Polio plus program and general program support |
| Micah Project Inc | |||||||
| PO Box 4346 | Houston | TX | 77210 | 431871946 | 501 (c) (3) | $20,000 | General program support |
| Asbury United Methodist Church | |||||||
| 7501 S Staples Street | Corpus Christi | TX | 78413 | 742131185 | 501 (c) (3) | $91,225 | General program and building support |
| American Cancer Society | |||||||
| 4101 S Alameda | Corpus Christi | TX | 78411 | 741185665 | 501 (c) (3) | $9,500 | General program support |
| Coastal Bend Bays Foundation Inc | |||||||
| 1227 Agnes Street Suite B1 | Corpus Christi | TX | 78401 | 742603919 | 501 (c) (3) | $20,000 | Earth Day Bay Day support |
| Foster Angels of South Texas Foundation | |||||||
| PO Box 18863 | Corpus Christi | TX | 78480 | 742917772 | 501 (c) (3) | $8,085 | General program support |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (7 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Funeral Assistance | 80 | $197,768 |
| Rent/Mortgage Assistance | 474 | $303,834 |
| Medical/Prescription Assistance | 147 | $162,594 |
| Food/Clothing Assistance | 49 | $21,250 |
| Utility Assistance | 116 | $27,724 |
| Scholarship/Fellowship Awards | 534 | $820,311 |
| Home repair, disaster relief, transportation assistance | 82 | $76,827 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Unrestricted grant requests are reviewed by the Grants Committee and recommendations are given to the Board of Directors for approval in our spring and fall grant award process. The Director of Grants obtains reports from the grantees annually for their use of funds to determine the grantee's compliance with the intended use of the funds. Scholarship applications are reviewed by the Scholarship Committee and recommendations are given to the Board of Directors for approval in our spring and fall scholarship review process in accordance with the scholarship agreements. The scholarship checks are sent to the college or university financial aid office. The Director of Scholarships obtains outside scholarship and fellowship committee information to determine their compliance with IRS regulations. Employee assistance grant requests are reviewed by our Director of Grants for compliance with the fund agreement specifications. These grants are not sent directly to the individuals except for hurricane relief, which are restricted for redemption. Grants from donor advised, field-of-interest, designated or other types of funds are reviewed for compliance with the terms of the fund agreement. The Director of Grants reviews the 501(c)(3) status for all grantees. The Foundaiton does not send grants to nonexempt organizations. All grants are approved by the Board of Directors at the quarterly board meeting. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,617,876 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Stock Market Quotation | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | Explanation: The number of contributions for gifts of securities is the number of gifts by gift date without regard to the quantity of stock certificates or other securities. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | One Director is parent to another of the Directors. |
| Form 990, Part VI, Section B, line 11 | Draft input for the Form 990 is prepared by the Director of Finance for review and approval by the President/CEO. That information is then provided to our tax preparer for input to the form. A draft copy of that form is then provided to staff for review. Staff then presents it to the Board's Executive Committee for review and discussion. Upon adoption by the Executive Committee, it is then presented to the full Board of Directors for review and approval. |
| Form 990, Part VI, Section B, line 12c | Annually, staff provides copies of the foundation's conflict of interest policy to all Board members. For new Board members, the policy is presented and discussed during their orientation briefing. After review, all Board members sign and submit to the President a certification of compliance with the policy, noting any potential conflicts they may have, if any. During committee meetings, Board members are asked to identify any potential conflicts of interest if they arise and those are dealt with by the committee chairman at that time. |
| Form 990, Part VI, Section B, line 15 | The Board Chairman is annually provided with a compensation history for the CEO. He is also provided with a performance evaluation form to complete for the CEO as well as the most recent salary comparability data available from independent sources, like the Council on Foundations. These documents are used by the Chairman to review the CEO's performance with the Executive Committee (in executive session) and to determine a compensation amount for the CEO for that year. For key employees, the process is similar except that the independent review official is the CEO. The CEO uses comparable salary information provided by the independent Council on Foundations as well as performance appraisal information to make salary adjustment determinations. The latter are proposed by the CEO and approval, in turn, by the Finance Committee, the Executive Committee and the full Board of Directors as part of the annual budget determination. |
| Form 990, Part VI, Section C, line 19 | Governing documents, conflict of interest policy and financial statements are available to the public upon request. Financial statements are also published in the foundation's annual report, which is available online. |
| Form 990, Part XI, line 9: | Change in Agency Endowment Funds -827,795. |
| Form 990 Part V Line 3b | The Foundation's investments include partnerships that reported net unrelated business taxable losses. Form 990-T is being filed to report those net losses. |
Schedule R IRS990ScheduleR
Unrelated Org Txbl Partnership UnrelatedOrgTxblPartnershipGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vontobel Global Emerging Markets Fund | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1540 Broadway 38th Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562644355 | EIN |
| Primary Activities | See Part VII Supplemental Information | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Predominate Income | Related | PredominateIncomeDesc |
| All Partners C3 S | 0 | AllPartnersC3SInd |
| Share Of Total Income | $0 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $4,543,418 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.06210 | OwnershipPct |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Line 1 | FormAndLineReferenceDesc |
| Explanation | Line 1 Vontobel's primary activity is seeking high quality growth at sensible prices generating consistently attractive risk-adjusted long-term performance. | ExplanationTxt |