COASTAL BEND COMMUNITY FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- COASTAL BEND COMMUNITY FOUNDATION (EIN 74-2190039)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201433179349303153
- Schema version
- 2013v3.0
- 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 | 2014-11-13T12:10:17-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1016 Santa Fe Suite 201 | AddressLine1 |
| City | Corpus Christi | City |
| State | TX | State |
| ZIP Code | 78404 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Corpus Christi | City |
| State | TX | State |
| ZIP Code | 784010720 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Karen W Selim | PersonNm |
| Person Title | President and CEO | PersonTitleTxt |
| Phone | 3618829745 | PhoneNum |
| Signature | 2014-10-29 | 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 | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | Karen W Selim | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 N Upper Broadway No 1950 | AddressLine1 |
| City | Corpus Christi | City |
| State | TX | State |
| ZIP Code | 784010720 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $75,546,212 | 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 | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,811,192 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,150,795 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,664 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,419 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,778,022 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,381,130 | CYInvestmentIncomeAmt |
| PY Other Revenue | $804,292 | PYOtherRevenueAmt |
| CY Other Revenue | $817,422 | CYOtherRevenueAmt |
| PY Total Revenue | $9,406,170 | PYTotalRevenueAmt |
| CY Total Revenue | $13,352,766 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,994,434 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,496,537 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $371,826 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $407,954 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $117,507 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,277,213 | PYOtherExpensesAmt |
| CY Other Expenses | $1,419,170 | CYOtherExpensesAmt |
| PY Total Expenses | $4,643,473 | PYTotalExpensesAmt |
| CY Total Expenses | $5,323,661 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,762,697 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,029,105 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $52,932,112 | TotalAssetsBOYAmt |
| Total Assets EOY | $62,744,854 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,578,014 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,749,771 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $48,354,098 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $56,995,083 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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 | $3,627,558 | ExpenseAmt |
| Grant | $2,391,342 | GrantAmt |
| Revenue | $3,661,373 | 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. Ongoing activities from project funds include "Maps in Schools", whereby the Corpus Christi Geological Society presents laminated, framed USGS Maps of Time and Terrain to schools across the country, primarily in Oklahoma and Texas. Other projects of the Corpus Christi Geological Society includes "Bones in Schools" whereby schools are presented with an Ice Age Mammoth bone, a framed Ice Age Mural along with a presentation by a geologist and "Boulders in Schools" whereby schools are presented with large boulders of three rock types - Sedimentary, metamorphic and igneous. The rocks are labeled as: rock type, composition, location and age. Another project fund provides bikes to needy children at Christmas time. In 2013, bicycles with kickstands and helmets were presented to needy children. "Destination Bayfront Special Project Fund" is involved in coordinating the study of a land-use plan for the Corpus Christi Bayfront area, thereafter turning over the plan to the City of Corpus Christi for its consideration and implementation. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $750,592 | ExpenseAmt |
| Grant | $642,124 | GrantAmt |
| Revenue | $451,001 | 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 2013, 512 scholarships were awarded. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $510,364 | ExpenseAmt |
| Grant | $463,071 | GrantAmt |
| Revenue | $137,688 | 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 2013, 638 grants were awarded and 86 grants were denied, cancelled or withdrawn. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,888,514 | 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 |
| IRP Document | 68 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 8 | 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 |
| 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 |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 1 | Form8899Filedind |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Corpus Christi | City |
| State | TX | State |
| ZIP Code | 78401 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 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 | |
| Omar Leal | ||||||
| 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 | |
| Fred J Nemec | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Larry Aduddell | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Laura Miller | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Susan Hutchinson | ||||||
| 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 | |
| Robert Furguson | ||||||
| Chairman | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Jean Claire Turcotte | ||||||
| Vice Chairman | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Kathleen M White | ||||||
| Treasurer | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Leah Pagan Olivarri | ||||||
| Secretary | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Karen Selim | ||||||
| President & CEO | 40.00 | $114,583 | $0 | $18,502 | Yes (X) | |
| Susan Jackson | ||||||
| Assistant Secretary/Direct | 40.00 | $57,407 | $0 | $14,062 | Yes (X) | |
| Beverly Harper | ||||||
| Finance Director | 40.00 | $66,750 | $0 | $16,937 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $238,740 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $49,501 | 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 | $309,315 | FundraisingAmt |
| All Other Contributions | $8,841,480 | AllOtherContributionsAmt |
| Noncash Contributions | $325,873 | NoncashContributionsAmt |
| Total Contributions | $9,150,795 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Asthma Camp | 900099 | $1,950 | $1,950 |
| Educational Maps/Books | 900099 | $1,469 | $1,469 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,419 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $998,969 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $998,969 | RelatedOrExemptFuncIncomeAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $192,585 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $192,585 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $125,800 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $92,562 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $33,238 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,238 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,238 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $64,378,867 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $61,996,706 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,382,161 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,382,161 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,382,161 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $56,087 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $309,315 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $104,178 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$48,091 | TotalRevenueColumnAmt |
| Exclusion | -$48,091 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Administrative Fees | 561000 | $639,055 | $639,055 |
| Class action lawsuit | 900099 | $635 | $635 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $639,690 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,352,766 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,250,062 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$48,091 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,359,302 | TotalAmt |
| Program Services | $2,359,302 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,105,195 | TotalAmt |
| Program Services | $1,105,195 | 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 | $288,740 | TotalAmt |
| Program Services | $109,811 | ProgramServicesAmt |
| Management And General | $127,366 | ManagementAndGeneralAmt |
| Fundraising | $51,563 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,882 | TotalAmt |
| Program Services | $26,929 | ProgramServicesAmt |
| Management And General | $17,953 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,814 | TotalAmt |
| Program Services | $3,986 | ProgramServicesAmt |
| Management And General | $4,282 | ManagementAndGeneralAmt |
| Fundraising | $1,546 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,820 | TotalAmt |
| Program Services | $19,172 | ProgramServicesAmt |
| Management And General | $16,456 | ManagementAndGeneralAmt |
| Fundraising | $2,192 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,698 | TotalAmt |
| Program Services | $10,918 | ProgramServicesAmt |
| Management And General | $11,678 | ManagementAndGeneralAmt |
| Fundraising | $4,102 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,605 | TotalAmt |
| Fundraising | $31,605 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,492 | TotalAmt |
| Program Services | $1,975 | ProgramServicesAmt |
| Management And General | $55,517 | 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 | $314,513 | TotalAmt |
| Program Services | $314,513 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,672 | TotalAmt |
| Management And General | $6,672 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,512 | TotalAmt |
| Fundraising | $9,512 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,049 | TotalAmt |
| Program Services | $8,137 | ProgramServicesAmt |
| Management And General | $12,243 | ManagementAndGeneralAmt |
| Fundraising | $4,669 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,529 | TotalAmt |
| Program Services | $11,077 | ProgramServicesAmt |
| Management And General | $11,645 | ManagementAndGeneralAmt |
| Fundraising | $4,807 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,189 | TotalAmt |
| Program Services | $9,504 | ProgramServicesAmt |
| Management And General | $10,101 | ManagementAndGeneralAmt |
| Fundraising | $3,584 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,691 | TotalAmt |
| Program Services | $17 | ProgramServicesAmt |
| Management And General | $3,752 | ManagementAndGeneralAmt |
| Fundraising | $922 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,834 | TotalAmt |
| Program Services | $1,041 | ProgramServicesAmt |
| Management And General | $3,271 | ManagementAndGeneralAmt |
| Fundraising | $1,522 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,096 | TotalAmt |
| Program Services | $28,096 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,175 | TotalAmt |
| Management And General | $4,175 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,933 | TotalAmt |
| Program Services | $1,803 | ProgramServicesAmt |
| Management And General | $6,130 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Admistrative Fee Expens | $639,055 | $639,055 |
| Park Projects | $69,318 | $69,318 |
| Law Enforcement Project | $63,127 | $63,127 |
| Educational Projects | $25,144 | $25,144 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,736 | TotalAmt |
| Program Services | $48,354 | ProgramServicesAmt |
| Management And General | $14,899 | ManagementAndGeneralAmt |
| Fundraising | $1,483 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,323,661 | TotalAmt |
| Program Services | $4,888,514 | ProgramServicesAmt |
| Management And General | $317,640 | ManagementAndGeneralAmt |
| Fundraising | $117,507 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,607 | BOYAmt |
| EOY | $667,669 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,778 | BOYAmt |
| EOY | $67,682 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $316,300 | BOYAmt |
| EOY | $111,867 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,637 | BOYAmt |
| EOY | $248,716 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,076 | BOYAmt |
| EOY | $38,560 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,314,723 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $69,085 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,552,458 | BOYAmt |
| EOY | $4,245,638 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,658,661 | BOYAmt |
| EOY | $57,359,829 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,595 | BOYAmt |
| EOY | $4,893 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,932,112 | BOYAmt |
| EOY | $62,744,854 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,337 | BOYAmt |
| EOY | $17,429 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $493,578 | BOYAmt |
| EOY | $569,770 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,056,099 | BOYAmt |
| EOY | $5,162,572 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,578,014 | BOYAmt |
| EOY | $5,749,771 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,688,131 | BOYAmt |
| EOY | $4,750,062 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,288,028 | BOYAmt |
| EOY | $19,282,435 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,377,939 | BOYAmt |
| EOY | $32,962,586 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,354,098 | BOYAmt |
| EOY | $56,995,083 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,932,112 | BOYAmt |
| EOY | $62,744,854 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $8,029,105 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,718,353 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,106,473 | 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 | $2,715,892 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,508,881 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,911,828 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,811,192 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,150,795 | CurrentTaxYearAmt |
| Total | $27,098,588 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,715,892 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,508,881 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,911,828 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,811,192 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,150,795 | CurrentTaxYearAmt |
| Total | $27,098,588 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $27,098,588 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $945,784 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $787,477 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,465,244 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,219,885 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,224,792 | CurrentTaxYearAmt |
| Total | $5,643,182 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $392,058 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $542,918 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $585,205 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $641,597 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $695,777 | CurrentTaxYearAmt |
| Total | $2,857,555 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $35,599,325 | TotalSupportAmt |
| Public Support CY170 | 0.76120 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73020 | 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 | 57 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 79 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $6,158,267 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $1,145,856 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $1,470,225 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $191,817 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $9,678,982 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $8,037,582 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,933,799 | BeginningYearBalanceAmt |
| Contributions | $672,512 | ContributionsAmt |
| Investment Earnings Or Losses | $5,116,638 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$592,992 | GrantsOrScholarshipsAmt |
| Administrative Expenses | -$503,572 | AdministrativeExpensesAmt |
| End Year Balance | $27,626,385 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.11800 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.69400 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.18800 | 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 | $3,852,482 | InvestmentCostOrOtherBasisAmt |
| Book Value | $3,852,482 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $311,848 | InvestmentCostOrOtherBasisAmt |
| Book Value | $311,848 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $69,200 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $3,500 | OtherCostOrOtherBasisAmt |
| Book Value | $72,700 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $77,693 | OtherCostOrOtherBasisAmt |
| Depreciation | $69,085 | DepreciationAmt |
| Book Value | $8,608 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,245,638 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Funds Held as Agency Endowments | Desc |
| Amt | $5,162,572 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,162,572 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,215,142 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,718,353 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,718,353 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,496,789 | RevenueSubtotalAmt |
| Other Revenues Not Included | $855,977 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $855,977 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,352,766 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,574,157 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,574,157 | ExpensesSubtotalAmt |
| Other Expenses Not Included | -$250,496 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$250,496 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,323,661 | 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 $1,241,836, Expenses netted against revenue $-385,859 855,977. |
| Part XII, Line 4b - Other Adjustments: | Agency Endowment Expenses $135,363; Expenses netted with revenue $-385,859 -250,496. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| North Atlantic-Bermuda | 0 | 0 | Investments | $2,249,155 |
| Central America-Caribbean | 0 | 0 | Investments | $2,200,000 |
| 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 | $4,449,155 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $4,449,155 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | South America-Honduras | RegionTxt |
| Purpose Of Grant | General program support | PurposeOfGrantTxt |
| Cash Grant | $30,000 | CashGrantAmt |
| Manner Of Cash Disbursement | Check | MannerOfCashDisbursementTxt |
| Valuation Method Used | Book | ValuationMethodUsedDesc |
| 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) |
|---|---|---|
| Name Of Event1 | Harvey Weil Fundraising Dinner | NameOfEvent1Amt |
| Gross Receipts Event1 | $150,540 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $101,360 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $49,180 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $41,558 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $37,243 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | 2013 Day of Giving | NameOfEvent2Amt |
| Gross Receipts Event2 | $161,255 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $161,255 | CharitableContriEvent2Amt |
| Food And Beverage Event2 | $566 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $6,288 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 6 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $53,607 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $46,700 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $6,907 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $4,432 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $14,091 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $365,402 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $309,315 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $56,087 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $46,556 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $57,622 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $104,178 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$48,091 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (117 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Foster Youth Life Investment Partners | |||||||
| PO Box 7743 | Corpus Christi | TX | 78467 | 200014082 | 501 (c) (3) | $7,500 | Educational support |
| Coastal Bend Wildlife Habitat Educational Program Inc | |||||||
| 711 N Carancahua Street Ste 120 | Corpus Christi | TX | 78475 | 200960059 | 501 (c) (3) | $10,000 | General Program Support |
| Aransas County ISD Education Foundation Inc | |||||||
| PO Box 195 | Rockport | TX | 78381 | 742998660 | 501 (c) (3) | $10,500 | Kritter 4 Kids Environmental Science Program,General Program Support |
| Texas State Aquarium Association | |||||||
| 2710 N Shoreline Blvd | Corpus Christi | TX | 78402 | 237044950 | 501 (c) (3) | $21,310 | Dollar days event and General program support |
| Amistad Community Health Center Inc | |||||||
| 1533 Brownlee Ste 100 | Corpus Christi | TX | 78404 | 203008507 | 501 (c) (3) | $18,639 | Aid to indigent children, purchase exam table and general program support |
| Salvation Army | |||||||
| 416 West Colonial | Orlando | FL | 32804 | 580660607 | 501 (c) (3) | $21,658 | Shelter and food program,Operating expenses,General Program Support |
| Corpus Christi ISD | |||||||
| PO Box 110 | Corpus Christi | TX | 78403 | 746000581 | State Agency | $28,490 | Educational support |
| Young Womens Christian Association of Corpus Christi | |||||||
| 4601 Corona Drive | Corpus Christi | TX | 78411 | 741157366 | 501 (c) (3) | $14,566 | General Program support |
| First United Methodist Church | |||||||
| 900 South Shoreline Blvd | Corpus Christi | TX | 78401 | 741166910 | 501 (c) (3) | $119,000 | General Program support |
| Wesley Community Center | |||||||
| PO Box 586 | Robstown | TX | 78380 | 741185657 | 501 (c) (3) | $9,658 | General Program support |
| Alzheimer's Research Foundation | |||||||
| 199 Water Street 23rd Floor | New York | NY | 10038 | 133859563 | 501 (c) (3) | $15,000 | Program Support. |
| American Red Cross Coastal Bend Texas Chapter | |||||||
| PO Box 3429 | Corpus Christi | TX | 78463 | 741207551 | 501 (c) (3) | $20,158 | General Program support |
| United Way of the Coastal Bend Inc | |||||||
| 711 N Carancahua Street Suite 302 | Corpus Christi | TX | 78475 | 741207552 | 501 (c) (3) | $26,340 | Christmas appeal, Jim Wells County Support, General program support |
| YMCA of Corpus Christi | |||||||
| 417 South Upper Broadway | Corpus Christi | TX | 78401 | 741211670 | 501 (c) (3) | $20,250 | Partner with Youth Campaign,General Program support |
| Southwestern University | |||||||
| PO Box 770 | Georgetown | TX | 786270770 | 741233796 | 501 (c) (3) | $16,000 | Scholarship and general support |
| Mary McLeod Bethune Day Nursery Inc | |||||||
| 900 Kinney Street | Corpus Christi | TX | 78401 | 741238426 | 501 (c) (3) | $9,658 | General operating support |
| Girl Scouts of Greater South Texas | |||||||
| 2410 Bevecrest Drive | Corpus Christi | TX | 78415 | 741256499 | 501 (c) (3) | $11,500 | Outreach program and Underserved girls |
| Boys & Girls Club of Alice | |||||||
| PO Box 689 | Alice | TX | 78333 | 741463071 | 501 (c) (3) | $7,500 | General program support |
| Boys & Girls Club of Beeville Inc | |||||||
| Box 131 | Beeville | TX | 78104 | 510211273 | 501 (c) (3) | $24,610 | General Program support |
| Boys & Girls Club of Corpus Christi Inc | |||||||
| 3902 Greenwood Drive | Corpus Christi | TX | 78416 | 741294586 | 501 (c) (3) | $15,000 | 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 |
| CASA of the Coastal Bend | |||||||
| PO Box 4 | Corpus Christi | TX | 78403 | 742631146 | 501 (c) (3) | $8,658 | General Program support |
| Coastal Bend Alcohol-Drug Rehab Center | |||||||
| PO Box 4996 | Corpus Christi | TX | 78469 | 741595867 | 501 (c) (3) | $14,658 | Support Drug & Alcohol Abuse for Homeless, General operating support |
| Good Samaritan Rescue Mission | |||||||
| PO Box 65 | Corpus Christi | TX | 78403 | 741611894 | 501 (c) (3) | $21,158 | 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) | $9,500 | Children's Programming, General Program Support |
| Citizens Promoting Medical Excellence | |||||||
| 405 N Adams | Beeville | TX | 78102 | 742531617 | 501 (c) (3) | $7,400 | General program support |
| Texas A & M University at Corpus Christi | |||||||
| 6300 Ocean Drive | Corpus Christi | TX | 78412 | 741760663 | State Agency | $54,303 | President's Council Support,Scholarship Programs,mechanical engineering program,conservation program support, athletic program support and general program support |
| Coastal Conservation Association Texas | |||||||
| 6919 Portwest Drive Ste 100 | Houston | TX | 77024 | 741984482 | 501 (c) (3) | $10,000 | Conservation program |
| Christus Spohn Health System Development Foundation | |||||||
| 600 Elizabeth Street | Corpus Christi | TX | 78404 | 741906005 | 501 (c) (3) | $8,000 | General program support |
| Women's Shelter of South Texas | |||||||
| PO Box 3368 | Corpus Christi | TX | 78463 | 741943398 | 501 (c) (3) | $9,658 | Battering Program, General Program Support |
| Special Olympics Texas Inc | |||||||
| 7715 Chevy Chase Drive Suite 120 | Austin | TX | 78752 | 741998367 | 501 (c) (3) | $12,500 | General Program Support |
| Episcopal Church of the Advent | |||||||
| PO Box 1937 | Alice | TX | 78333 | 746022217 | 501 (c) (3) | $8,553 | General Program Support |
| Palmer Drug Abuse Program of Corpus Christi Inc | |||||||
| 3104 South Alameda Street | Corpus Christi | TX | 78404 | 742200058 | 501 (c) (3) | $17,095 | Adolescent prevention & recovery program,General Progam Support |
| Food Bank of Corpus Christi | |||||||
| 826 Krill Street | Corpus Christi | TX | 78408 | 742234089 | 501 (c) (3) | $15,908 | Thanksgiving support, General Program Support |
| Corpus Christi Metro Ministries | |||||||
| PO Box 4899 | Corpus Christi | TX | 78469 | 742247261 | 501 (c) (3) | $74,203 | Loaves and Fishes Program Support,General Program Support |
| Beeville Vineyard Inc | |||||||
| 210 North Monroe Street | Beeville | TX | 78102 | 742314158 | 501 (c) (3) | $14,658 | General Program Support |
| MD Anderson Cancer Center | |||||||
| PO Box 4464 | Houston | TX | 77210 | 741587488 | 501 (c) (3) | $13,210 | Cancer research |
| City of Taft | |||||||
| PO Box 416 | Taft | TX | 78390 | 746002348 | State Agency | $5,732 | Renovation police department, Animal shelter improvements |
| Coastal Bend College | |||||||
| 3800 Charco Road | Beeville | TX | 78102 | 741542306 | State Agency | $24,000 | Education support |
| Corpus Christi Hope House Inc | |||||||
| 658 Robinston Street | Corpus Christi | TX | 78404 | 742480299 | 501 (c) (3) | $11,658 | Shelter for women & children program,General Program Support |
| Craft Training Center of the Coastal Bend | |||||||
| 7433 Leopard Street | Corpus Christi | TX | 78409 | 742468098 | 501 (c) (3) | $24,000 | Scholarship support |
| Make-A-Wish Foundation of the Texas Gulf Coast and Louisiana Inc | |||||||
| Suite 255 | Houston | TX | 77005 | 760116615 | 501 (c) (3) | $9,850 | General Program Support |
| Driscoll Children's Hospital | |||||||
| PO Box 6530 | Corpus Christi | TX | 78466 | 742577746 | 501 (c) (3) | $11,250 | Summer camp support, General Program Support |
| Coastal Bend Kidney Foundation Inc | |||||||
| PO Box 9172 | Corpus Christi | TX | 78401 | 237255751 | 501 (c) (3) | $18,957 | Pediatric renal patient support, general program support |
| Corpus Christi Area Council for the Deaf Inc | |||||||
| 5151 McArdle | Corpus Christi | TX | 78411 | 742076700 | 501 (c) (3) | $8,000 | General program support |
| Ark Assessment Center & Emergency Shelter for Youth | |||||||
| 12960 Leopard Street | Corpus Christi | TX | 78410 | 742859907 | 501 (c) (3) | $13,658 | General Progam Support |
| Corpus Christi Literacy Council | |||||||
| 4044 Greenwood Drive | Corpus Christi | TX | 78416 | 742444906 | 501 (c) (3) | $5,250 | General program support |
| Coastal Bend Wellness Foundation | |||||||
| 5633 S Staples Suite 700 | Corpus Christi | TX | 78411 | 742429518 | 501 (c) (3) | $5,500 | Fitness program support |
| Locher Food Pantry | |||||||
| 501 S Staples Street | Corpus Christi | TX | 78401 | 742393413 | 501 (c) (3) | $7,500 | General program supportGeneral program support |
| Corpus Christi Symphony Society Inc | |||||||
| 555 N Carancahua Ste 410 | Corpus Christi | TX | 78401 | 746011470 | 501 (c) (3) | $50,250 | Support 2013-2014 concert season and general supportGeneral Program Support |
| Covenant Baptist Church | |||||||
| 7001 Williams Drive | Corpus Christi | TX | 78412 | 011589744 | 501 (c) (3) | $13,000 | Building support and general support |
| South Texas Institute for the Arts | |||||||
| 1902 North Shoreline Blvd | Corpus Christi | TX | 78401 | 746025882 | 501 (c) (3) | $18,000 | General Program Support |
| Friends of the Museum of Science & History | |||||||
| 1900 N Chapparal Street | Corpus Christi | TX | 78401 | 237369035 | 501 (c) (3) | $49,950 | Equipment purchase |
| HALO Flight Inc | |||||||
| 315 Pinson Drive | Corpus Christi | TX | 78406 | 752235660 | 501 (c) (3) | $27,633 | General Program Support |
| Boy Scouts of America South Texas Council | |||||||
| 700 Everhart Terrace Bldg A | Corpus Christi | TX | 78411 | 752675978 | 501 (c) (3) | $18,600 | General Program Support |
| Christ Evangelical Presbyterian Church | |||||||
| 8300 Katy Freeway | Houston | TX | 77024 | 760332175 | 501 (c) (3) | $8,500 | General Program Support |
| Mission of Mercy Inc | |||||||
| PO Box 102 | Fairfield | PA | 17320 | 860704883 | 501 (c) (3) | $14,658 | General Program support |
| Timon's Ministries | |||||||
| 10501 South Padre Island Drive | Corpus Christi | TX | 78418 | 311638327 | 501 (c) (3) | $14,658 | General Program support |
| University of Texas at Austin | |||||||
| PO Box 7758 UT Station | Austin | TX | 787137758 | 746000203 | State Agency | $17,450 | Conservation research projects, other projects and general support |
| Driscoll Children's Hospital Development Foundation | |||||||
| 3533 S Alameca Street | Corpus Christi | TX | 78411 | 742358461 | 501 (c) (3) | $5,750 | Medical related assistance, general program support |
| Alice Volunteer Services | |||||||
| 311 E Main Street | Alice | TX | 78332 | 742268067 | 501 (c) (3) | $14,658 | General program support |
| Corpus Christi Public Library | |||||||
| 805 Comanche Street | Corpus Christi | TX | 78401 | 742531612 | state Agency | $5,300 | Purchase books |
| Del Mar College Foundation Inc | |||||||
| 101 Baldwin | Corpus Christi | TX | 78404 | 742286234 | 501 (c) (3) | $126,317 | Vocational Scholarships, Music equipment, General Program Support |
| Bee County Adult Literacy Council Inc | |||||||
| 3800 Charro Rd | Beeville | TX | 78102 | 742538098 | 501 (c) (3) | $7,500 | Adult literacy program |
| Sinton for Youth Corp | |||||||
| 111 N Odem Street Suite 2 | Sinton | TX | 78387 | 742567508 | 501 (c) (3) | $7,500 | Youth latchkey programs |
| Texas A&M University - Kingsville | |||||||
| 700 University Blvd MSC 101 | Kingsville | TX | 78364 | 746001530 | State Agency | $16,700 | Conservation program support, General Program support |
| St Anthony Catholic Church | |||||||
| 3818 CR 61 | Robstown | TX | 783805737 | 741483603 | 501 (c) (3) | $11,000 | Program Support |
| Boys & Girls Club of Kingsville Inc | |||||||
| PO Box 1181 | Kingsville | TX | 78364 | 741499178 | 501 (c) (3) | $7,500 | Youth programs |
| Nueces County Dept of Human Services | |||||||
| 901 Leopard St Rm 302 | Corpus Christi | TX | 78401 | 746000585 | State Agency | $10,000 | Elderly Program Support |
| CASA of Kleberg County | |||||||
| PO Box 1658 | Kingsville | TX | 78364 | 742992670 | 501 (c) (3) | $18,493 | Recruiting and training program, general program support |
| Congregation Beth Israel | |||||||
| 4402 Saratoga Boulevard | Corpus Christi | TX | 78413 | 746000619 | 501 (c) (3) | $30,250 | General program support |
| Peewee's Pet Adoption World | |||||||
| 1307 Saratoga | Corpus Christi | TX | 78417 | 742746680 | 501 (c) (3) | $17,293 | Medical care of animals, General Program Support |
| Gulf Coast Humane Society | |||||||
| 3118 Cabaniss Parkway | Corpus Christi | TX | 78415 | 741266245 | 501 (c) (3) | $10,292 | 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 |
| Kingsville Symphony Orchestra | |||||||
| PO Box 2154 Station 1 | Kingsville | TX | 78363 | 900442358 | 501 (c) (3) | $10,000 | Concert support |
| Nueces County Children's Advocacy Center | |||||||
| 502 McClendon Street | Corpus Christi | TX | 78404 | 742700852 | 501 (c) (3) | $15,000 | Purchase computers |
| Nueces County MHMR Community Center | |||||||
| 1630 S Brownlee | Corpus Christi | TX | 78404 | 741623759 | 501 (c) (3) | $13,500 | Provide services to mentally disabled indiviuals in Nueces County |
| Big Brothers Big Sisters of South Texas | |||||||
| 4535 South Padre Island Dr | Corpus Christi | TX | 78411 | 741897630 | 501 (c) (3) | $19,658 | General program support |
| Aransas County Council on Aging | |||||||
| 912 S Church Street | Rockport | TX | 78382 | 741796095 | 501 (c) (3) | $14,658 | General program support |
| Rockport Art Association Inc | |||||||
| 902 Navigation Circle | Rockport | TX | 78382 | 741652612 | 501 (c) (3) | $7,500 | Artlink for youth program, general program support |
| Rockport-Fulton Good Samaritans Inc | |||||||
| 507 S Ann Street | Rockport | TX | 78382 | 742592626 | 501 (c) (3) | $14,658 | General program support |
| St Andrew's Episcopal Church | |||||||
| 13026 Leopard Street | Corpus Christi | TX | 78410 | 742536092 | 501 (c) (3) | $11,000 | Building fund, general program support |
| Coastal Bend Council of Governments | |||||||
| PO Box 9909 | Corpus Christi | TX | 78469 | 741586230 | 501 (c) (3) | $10,000 | General program support |
| Community Action Corporation of South Texas | |||||||
| 204 East First Street | Alice | TX | 78332 | 741679824 | 501 (c) (3) | $7,500 | General program support |
| St Luke's United Methodist Church | |||||||
| 3151 Reid Drive | Corpus Christi | TX | 78404 | 741255636 | 501 (c) (3) | $7,600 | General program support |
| St Mary's Our Lady of Lourdes Catholic Church | |||||||
| 500 West Old San Antonio Road | Caldwell | TX | 77836 | 741764975 | 501 (c) (3) | $10,000 | General program support |
| Tennis Success Inc | |||||||
| PO Box 71647 | Corpus Christi | TX | 784671647 | 061725402 | 501 (c) (3) | $30,658 | Scholarship program for low income youth, General program support |
| Texas Sealife Center | |||||||
| 14220 South Padre Island Dr | Corpus Christi | TX | 78418 | 275069736 | 501 (c) (3) | $7,500 | Turtle support |
| Texas A & M University Corpus Christi Foundation Inc | |||||||
| 6300 Ocean Drive MD5644 | Corpus Christi | TX | 78412 | 742491445 | 501 (c) (3) | $70,250 | Scholarship support |
| Texas Wildlife Association Foundation | |||||||
| 2800 NE Loop 410 Suite 105 | San Antonio | TX | 78218 | 742605516 | 501 (c) (3) | $7,500 | Texas Youth hunting program |
| ACCESS Inc | |||||||
| 405 N Church | Rockport | TX | 78382 | 742756867 | 501 (c) (3) | $10,000 | General program support |
| Triumph Over Kid Cancer | |||||||
| 723 Coleman | Corpus Christi | TX | 78401 | 272224984 | 501 (c) (3) | $24,000 | General program support |
| Volunteer Services Council of the Corpus Christi State School | |||||||
| 902 Airport Road | Corpus Christi | TX | 78405 | 237043367 | 501 (c) (3) | $10,000 | General program support |
| Corpus Christi Education Foundation | |||||||
| PO Box 2822 | Corpus Christi | TX | 78403 | 742711535 | 501 (c) (3) | $6,500 | Education support |
| Rotary Foundation of Rotary International | |||||||
| 1560 Sherman Ave | Evanston | IL | 60201 | 363245072 | 501 (c) (3) | $5,189 | Polio plus program and general program support |
| Micah Project Inc | |||||||
| PO Box 4346 | Houston | TX | 77210 | 431871946 | 501 (c) (3) | $30,000 | General program support |
| South Texas Academic Rising Scholars | |||||||
| PO Box 3068 | McAllen | TX | 78502 | 431977563 | 501 (c) (3) | $6,500 | Scholarship support |
| Diabetes Community Coalition of the Coastal Bend | |||||||
| 3636 S Alameda Suite B412 | Corpus Christi | TX | 78411 | 454809658 | 501 (c) (3) | $16,207 | General program support |
| Odyssey After School Enrichment Program | |||||||
| PO Box 237 | Rockport | TX | 78381 | 710916426 | 501 (c) (3) | $7,500 | Equip media center |
| Asbury United Methodist Church | |||||||
| 7501 S Staples Street | Corpus Christi | TX | 78413 | 742131185 | 501 (c) (3) | $35,000 | General program and building support |
| American Cancer Society | |||||||
| 4101 S Alameda | Corpus Christi | TX | 78411 | 741185665 | 501 (c) (3) | $30,000 | General program support |
| Diocese of Corpus Christi | |||||||
| 620 Lipan | Corpus Christi | TX | 78403 | 741185667 | 501 (c) (3) | $7,800 | General program support |
| Parkway Presbyterian Church | |||||||
| 3707 Sante Fe | Corpus Christi | TX | 78411 | 741200131 | 501 (c) (3) | $25,000 | Repairs and maintenance |
| Art Community Center of Corpus Christi | |||||||
| 100 N Shoreline Blvd | Corpus Christi | TX | 78401 | 741716003 | 501 (c) (3) | $7,500 | Operating support |
| Family Outreach Corpus Christi Inc | |||||||
| 5621 Bonner Drive | Corpus Christi | TX | 78412 | 742049746 | 501 (c) (3) | $8,500 | Grief intervention counseling and general program support |
| Wesley United Methodist Church | |||||||
| 3915 Gollihar Rd | Corpus Christi | TX | 78415 | 742131868 | 501 (c) (3) | $7,000 | General program support |
| Coastal Bend Bays Foundation Inc | |||||||
| 1227 Agnes Street Suite B1 | Corpus Christi | TX | 78401 | 742603919 | 501 (c) (3) | $5,791 | Earth Day Bay Day support |
| Youth Odyssey Inc | |||||||
| PO Box 331394 | Corpus Christi | TX | 78463 | 742817641 | 501 (c) (3) | $8,250 | Outdoor equipment and general program support |
| Cathedral Concert Series Inc | |||||||
| 505 N Upper Broadway | Corpus Christi | TX | 78401 | 742863573 | 501 (c) (3) | $10,000 | Concert support |
| Foster Angels of South Texas Foundation | |||||||
| PO Box 18863 | Corpus Christi | TX | 78480 | 742917772 | 501 (c) (3) | $23,008 | General program support |
| Coastal Bend Bays & Estuaries Program Inc | |||||||
| 1305 N Shoreline Blvd Ste 205 | Corpus Christi | TX | 78401 | 742924909 | 501 (c) (3) | $7,500 | Educational program support |
| Sea City Work Camp Inc | |||||||
| PO Box 10449 | Corpus Christi | TX | 78460 | 742942873 | 501 (c) (3) | $7,500 | General program support |
| Camp Aranzazu Inc | |||||||
| 5420 FM 1781 | Rockport | TX | 78382 | 743032285 | 501 (c) (3) | $7,500 | Serve children with special needs |
| Citizens for Educational Excellence Inc | |||||||
| PO Box 26115 | Corpus Christi | TX | 78426 | 753137924 | 501 (c) (3) | $7,500 | General program support |
| Junior Achievement of the Coastal Bend | |||||||
| 615 N Upper BroadwaySte 618 | Corpus Christi | TX | 78401 | 841267604 | 501 (c) (3) | $7,250 | Work readiness program and general program support |
| Corpus Christi Safeplace House Inc | |||||||
| 1201 10th Street | Corpus Christi | TX | 78404 | 202171318 | 501 (c) (3) | $12,691 | General Program support |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (7 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Funeral Assistance | 67 | $178,013 |
| Rent/Mortgage Assistance | 234 | $151,171 |
| Medical/Prescription Assistance | 85 | $59,169 |
| Food/Clothing Assistance | 93 | $26,100 |
| Utility Assistance | 92 | $21,570 |
| Scholarship/Fellowship Awards | 512 | $642,124 |
| Home repair, disaster relief, transportation assistance | 67 | $27,048 |
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 Scholarships 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 | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $325,873 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Stock Market Quotation | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| 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 | Par t 1, columb 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 (6 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 -1,106,473. |
Schedule R IRS990ScheduleR
Unrelated Org Txbl Partnership UnrelatedOrgTxblPartnershipGrp (9 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Predominate IncomePredominateIncomeDesc | All Partners C3 SAllPartnersC3SInd | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Duff & Phelps Real Estate Securities Trust | |||||||||||||
| 20 Trafalgar Square Suite 449 | Nashua | NH | 03063 | 306070384 | See Part VII Supplemental Information | NH | Related | 0 | $0 | $0 | 0 | 0 | 0.00000 |
| Barrow Hanley Mewhinney & Strauss Core Fixed Income Fund | |||||||||||||
| 200 Clarendon Street 52nd Floor | Boston | MA | 02116 | 016233058 | See Part VII Supplemental Information | MA | Related | 0 | $8 | $4,949,854 | 0 | 0 | 0.07890 |
| Kayne Anderson MLP Fund LP | |||||||||||||
| 1800 Avenue of the Stars 3rd Floor | Los Angeles | CA | 90067 | 611437017 | See Part VII Supplemental Information | CA | Unrelated | 0 | $5 | $2,933,221 | 0 | 0 | 0.04670 |
| Barrow Hanley Mewhinney & Strauss High Yield Fixed Income Fund | |||||||||||||
| 200 Trafalgar Square Suite 449 | boston | MA | 02116 | 016233058 | See Part VII Supplemental Information | MA | Related | 0 | $1 | $608,266 | 0 | 0 | 0.00960 |
| Vontobel Global Emerging Markets Fund | |||||||||||||
| 1540 Broadway 38th Floor | New York | NY | 10036 | 562644355 | See Part VII Supplemental Information | NY | Related | 0 | $7 | $4,298,430 | 0 | 0 | 0.06850 |
| Amberbrook VI LLC | |||||||||||||
| 25 East 86th Street | New York | NY | 10028 | 900806597 | See Part VII Supplemental Information | NY | Related | 0 | $3 | $1,880,273 | 0 | 0 | 0.03000 |
| Kinder Morgan Energy Partners LP | |||||||||||||
| 1001 Louisiana Street Suite 1000 | Houston | TX | 77002 | 760380342 | See Part VII Supplemental Information | TX | Unrelated | 0 | $0 | $50,063 | 0 | 0 | 0.00800 |
| Plains All American Pipeline LP | |||||||||||||
| 333 Clay Street Suite 1600 | Houston | TX | 77002 | 760582150 | See Part VII Supplemental Information | TX | Unrelated | 0 | $0 | $101,166 | 0 | 0 | 0.00160 |
| Energy Transfer Partners | |||||||||||||
| 3738 OakLawn | Dallas | TX | 75219 | 731493906 | See Part VII Supplemental Information | TX | Unrelated | 0 | $0 | $61,474 | 0 | 0 | 0.00100 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Line 1 thru Line 8 | FormAndLineReferenceDesc |
| Explanation | Line 1 Duff & Phelps Real Estate Securities Trust's primary activity is investing primarily in real estate investment trusts for the investment objective of capial appreciation and income. Line 2 Barrow, Hanley, Mewhinney & Strauss Core Fixed Income Fund's primary activity is investing in stocks, bonds and any other securities. The investment objective is income. Line 3 Kayne Anderson MLP Fund, LP's primary activity is investing in the marketable securities of issuers of energy-related master limited partnerships, MLP affiliates, and other midstream or infrastructure energy companies, particularly those participating in the business of operating oil and gas pipelines, terminals and storage facilities. The investment objective is to provide high reurns with capital preservation. Line 4 Barrow, Hanley, Mewhinney & Strauss High Yield Fixed Income Fund's primary activity is investing in oppurtunistic selection of securities. The investment objective is income. Line 5 Vontobel's primary activity is seeking high quality growth at sensible prices generating consistently attractive risk-adjusted long-term performance. Line 6 Amberbrook acquires interests in venture capital, buyout, and other private capital funds in secondary market transactions. The investment objective is income. Line 7 Kinder Morgan's primary activity is owning or operating petroleum product, natural gas, and carbon dioxide pipelines, related storage facilities, terminals, power plants and retail natural gas in the US and Canada. The investment objective is income. Line 8 Plains All American's primary activity is investing in the oil pipeline transportation, marketing, and storage business in the US. The investment objective is income. Line 9 Energy Transfer Ptnrs primary activity is investing in the oil pipeline transportation, marketing, and storage business in the US. The investment objective is income. | ExplanationTxt |