COMMUNITIES FOUNDATION OF TEXAS: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITIES FOUNDATION OF TEXAS (EIN 75-0964565)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-04-14
- IRS object ID
- 201441049349300914
- Schema version
- 2012v2.3
- 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 C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-04-14T11:39:52-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLE & REED PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 531 COUCH DR | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 731022251 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 750964565 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITIES FOUNDATION OF TEXAS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COMM | NameControl |
| Phone | 2147504222 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 CARUTH HAVEN LANE | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75225 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRENT CHRISTOPHER | Name |
| Title | PRESIDENT & CEO | Title |
| Phone | 2147504222 | Phone |
| Date Signed | 2014-02-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KIMBERLY WARREN | Name |
| Phone | 4052397961 | Phone |
| Date Prepared | 2014-04-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | BRENT CHRISTOPHER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 CARUTH HAVEN LANE | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75225 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 169855635 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CFTEXAS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1960 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | THE FOUNDATION IS COMMITTED TO SERVING CHARITABLE NEEDS BOTH DOMESTICALLY AND ABROAD THROUGH CHARITABLE GRANTS AND SERVICES AT THE DISCRETION OF THE BOARD OF TRUSTEES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 81 | TotalNbrEmployees |
| Total Nbr Volunteers | 1826 | TotalNbrVolunteers |
| Total Gross UBI | -967 | TotalGrossUBI |
| Contributions Grants Prior Year | 73066474 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 77378326 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 10726875 | InvestmentIncomePriorYear |
| Investment Income Current Year | 12766134 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 3417222 | OtherRevenuePriorYear |
| Other Revenue Current Year | 6429814 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 87210571 | TotalRevenuePriorYear |
| Total Revenue Current Year | 96574274 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 55022780 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 88310199 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8108497 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 7319763 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1519791 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8261283 | OtherExpensePriorYear |
| Other Expenses Current Year | 8788717 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 71392560 | TotalExpensesPriorYear |
| Total Expenses Current Year | 104418679 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 15818011 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -7844405 | RevenuesLessExpensesCY |
| Total Assets BOY | 499911137 | TotalAssetsBOY |
| Total Assets EOY | 542042148 | TotalAssetsEOY |
| Total Liabilities BOY | 61368531 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 74706114 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 438542606 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 467336034 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE FOUNDATION IS COMMITTED TO SERVING CHARITABLE NEEDS BOTH DOMESTICALLY AND ABROAD THROUGH CHARITABLE GRANTS AND SERVICES AT THE DISCRETION OF THE BOARD OF TRUSTEES. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 86128299 | Expense |
| Grants | 83381569 | Grants |
| Description | THE FOUNDATION ACHIEVED ITS PRIMARY PURPOSE THROUGH NUMEROUS CHARITABLE GRANTS AND THE PROVISION OF CHARITABLE SERVICES TO SUPPORT CHARITABLE NEEDS BOTH DOMESTICALLY AND ABROAD. SEE THE ATTACHED SCHEDULE F AND SCHEDULE I. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 10203608 | Expense |
| Grants | 2928632 | Grants |
| Description | A LEADING CATALYST FOR PROGRESS, EDUCATE TEXAS, A PUBLIC-PRIVATE INITIATIVE OF COMMUNITIES FOUNDATION OF TEXAS, IS AN INNOVATIVE ALLIANCE OF PUBLIC AND PRIVATE GROUPS THAT SHARE A COMMON GOAL: IMPROVING THE PUBLIC EDUCATION SYSTEM SO THAT EVERY TEXAS STUDENT IS PREPARED FOR SUCCESS IN SCHOOL, IN THE WORKFORCE, AND IN LIFE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 96331907 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | true | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | true | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 153 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 81 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KRISTINE THOMAS | NamePerson |
| Telephone Number | 2147504222 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 CARUTH HAVEN LANE | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75225 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| BRENT E CHRISTOPHER | ||||||||
| PRESIDENT & | 40.00 | X | X | 355370 | 0 | 18500 | ||
| JUDITH GIBBS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOHN D MCSTAY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JACK M KINNEBREW | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BECKY BRIGHT | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| FREDERICK B HEGI JR | ||||||||
| CHAIRMAN/TRU | 1.00 | X | 0 | 0 | 0 | |||
| FRANK A RISCH | ||||||||
| VICE CHAIR/T | 1.00 | X | 0 | 0 | 0 | |||
| JAMES E BASS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JEANNE T COX | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DR BOBBY B LYLE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| HAROLD MONTGOMERY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CARLOS GONZALES PENA | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| KAREN SHUFORD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| TERDEMA L USSERY II | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| FLORENCE SHAPIRO | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| KENNETH HERSH | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ELIZABETH BULL | ||||||||
| SVP & CFO/TR | 40.00 | X | 273082 | 0 | 19898 | |||
| SUSAN SWAN SMITH | ||||||||
| CHIEF RELATI | 40.00 | X | 223760 | 0 | 15060 | |||
| SARAH NELSON | ||||||||
| CHIEF PHILAN | 40.00 | X | 176019 | 0 | 10504 | |||
| JEVERLY R COOK JR | ||||||||
| EXEC DIR - W | 40.00 | X | 160430 | 0 | 10162 | |||
| KRISTINE M THOMAS | ||||||||
| VP, ACCOUNTI | 40.00 | X | 146105 | 0 | 11469 | |||
| J STEVEN ORR | ||||||||
| VP, INVESTME | 40.00 | X | 145153 | 0 | 11451 | |||
| JOHN J FITZPATRICK | ||||||||
| EDUCATE TX-E | 40.00 | 248900 | 0 | 18349 | X | |||
| GEORGE TANG | ||||||||
| EDUCATE TX - | 40.00 | 220400 | 0 | 9374 | X | |||
| JOHN C COXON | ||||||||
| EDUCATE TX - | 40.00 | 182500 | 0 | 12591 | X | |||
| AMY GROFF | ||||||||
| EDUCATE TX - | 40.00 | 153091 | 0 | 11665 | X | |||
| ALMA GARCIA | ||||||||
| EDUCATE TX - | 40.00 | 145647 | 0 | 9385 | X | |||
| CAROL GOGLIA | ||||||||
| DIR. MKTG. & | 40.00 | 135764 | 0 | 14132 | X | |||
| REO PRUITT | ||||||||
| EDUCATE TX - | 40.00 | 130897 | 0 | 10312 | X | |||
| DEE CHAMBLISS | ||||||||
| EDUCATE TX - | 40.00 | 130800 | 0 | 10295 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2827918 | TotalReportableCompFromOrg |
| Total Other Compensation | 193147 | TotalOtherCompensation |
| Number Individuals GT100 K | 18 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | Address Line2AddressOfContractor/AddressUS/AddressLine2 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|---|
| JOBS FOR THE FUTURE | ||||||
| 88 BROAD STREET | 8TH FLOOR | BOSTON | MA | 02110 | CONSULTING | 465075 |
| EDUCATION FIRST CONSULTING LLC | ||||||
| PO BOX 22781 | SEATTLE | WA | 98122 | CONSULTING | 212350 | |
| OWENS HOPPER BRAND DESIGN LLC | ||||||
| 4925 GREENVILLE AVENUE | 200 | DALLAS | TX | 75206 | MARKETING | 116696 |
| CAROL S GAUTIER | ||||||
| 12404 BRUSHY HALLOW | AUSTIN | TX | 78750 | CONSULTING | 115969 | |
| TRACY HURST | ||||||
| 8229 GRAND CANYON | PLANO | TX | 75025 | CONSULTING | 102952 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| All Other Contributions | 77378326 | AllOtherContributions |
| Noncash Contributions | 9279330 | NoncashContributions |
| Total Contributions | 77378326 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4837429 | TotalRevenueColumn |
| Exclusion | $4,837,429 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 106364 | TotalRevenueColumn |
| Exclusion | $106,364 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 171366 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 106250 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 65116 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 65116 | TotalRevenueColumn |
| Related Or Exempt Function Income | 65116 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 81103816 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 73175111 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7928705 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7928705 | TotalRevenueColumn |
| Exclusion | $7,928,705 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| OTHER REVENUE - UR | 900099 | 3163513 | 3163513 |
| OTHER INCOME - UR | 900099 | 1725095 | 1725095 |
| SUPPORT FOUNDATION FEE | 900099 | 1275777 | 1275777 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 93949 | TotalRevenueColumn |
| Related Or Exempt Function Income | 47014 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -967 | UnrelatedBusinessRevenue |
| Exclusion | $47,902 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 6258334 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 96574274 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6276515 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -967 | UnrelatedBusinessRevenue |
| Exclusion | $12,920,400 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86413164 | Total |
| Program Services | 86413164 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1397035 | Total |
| Program Services | 1397035 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 500000 | Total |
| Program Services | 500000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2204667 | Total |
| Program Services | 527261 | ProgramServices |
| Management And General | 1182772 | ManagementAndGeneral |
| Fundraising | 494634 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3916275 | Total |
| Program Services | 1970550 | ProgramServices |
| Management And General | 1583733 | ManagementAndGeneral |
| Fundraising | 361992 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108871 | Total |
| Program Services | 173160 | ProgramServices |
| Management And General | -64289 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 644158 | Total |
| Program Services | 228286 | ProgramServices |
| Management And General | 197530 | ManagementAndGeneral |
| Fundraising | 218342 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 445792 | Total |
| Program Services | 196609 | ProgramServices |
| Management And General | 249183 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 134844 | Total |
| Program Services | 5621 | ProgramServices |
| Management And General | 129223 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105281 | Total |
| Management And General | 105281 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18847 | Total |
| Program Services | 8807 | ProgramServices |
| Management And General | 10040 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 194039 | Total |
| Program Services | 58652 | ProgramServices |
| Management And General | 135387 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3679036 | Total |
| Program Services | 2937599 | ProgramServices |
| Management And General | 712351 | ManagementAndGeneral |
| Fundraising | 29086 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 332285 | Total |
| Program Services | 154239 | ProgramServices |
| Management And General | 46381 | ManagementAndGeneral |
| Fundraising | 131665 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 192553 | Total |
| Program Services | 54343 | ProgramServices |
| Management And General | 138210 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86168 | Total |
| Program Services | 21971 | ProgramServices |
| Management And General | 28433 | ManagementAndGeneral |
| Fundraising | 35764 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 635138 | Total |
| Program Services | 120804 | ProgramServices |
| Management And General | 514334 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 578852 | Total |
| Program Services | 523995 | ProgramServices |
| Management And General | 54857 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 411913 | Total |
| Program Services | 143211 | ProgramServices |
| Management And General | 91228 | ManagementAndGeneral |
| Fundraising | 177474 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1111767 | Total |
| Program Services | 1671 | ProgramServices |
| Management And General | 1110096 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123672 | Total |
| Program Services | 31756 | ProgramServices |
| Management And General | 91916 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| OTHER EXPENSES | 712994 | 391845 | 250315 | 70834 |
| AGENCY FUND EXPENSES | 471328 | 471328 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104418679 | Total |
| Program Services | 96331907 | ProgramServices |
| Management And General | 6566981 | ManagementAndGeneral |
| Fundraising | 1519791 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6960161 | BOY |
| EOY | 5719947 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81076740 | BOY |
| EOY | 97248983 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19220618 | BOY |
| EOY | 11317952 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1804325 | BOY |
| EOY | 1905001 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 262081 | BOY |
| EOY | 225674 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 36760087 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 10397020 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27898054 | BOY |
| EOY | 26363067 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 353985961 | BOY |
| EOY | 390546828 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3094953 | BOY |
| EOY | 2625128 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5608244 | BOY |
| EOY | 6089568 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 499911137 | BOY |
| EOY | 542042148 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2023019 | BOY |
| EOY | 651683 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23835227 | BOY |
| EOY | 36325880 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35510285 | BOY |
| EOY | 37728551 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61368531 | BOY |
| EOY | 74706114 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 318780606 | BOY |
| EOY | 333027708 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 113731000 | BOY |
| EOY | 128727276 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6031000 | BOY |
| EOY | 5581050 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 438542606 | BOY |
| EOY | 467336034 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 499911137 | BOY |
| EOY | 542042148 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -7844405 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 36818222 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -180389 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 73453568 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 86325980 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 62373511 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 73066474 | CurrentTaxYearMinus1Year |
| Current Tax Year | 77378326 | CurrentTaxYear |
| Total | 372597859 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 73453568 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 86325980 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 62373511 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 73066474 | CurrentTaxYearMinus1Year |
| Current Tax Year | 77378326 | CurrentTaxYear |
| Total | 372597859 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 87725448 | AmountsSubstContributorsTotal |
| Public Support Total170 | 284872411 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12111628 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8247561 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8650475 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5206884 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4943793 | CurrentTaxYear |
| Total | 39160341 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1526664 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1413804 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3072621 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3145408 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6312076 | CurrentTaxYear |
| Total | 15470573 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 427228773 | TotalSupport |
| Public Support Pertcentage170 | 0.66680 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.61000 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART II, LINE 10, EXPLANATION FOR OTHER INCOME: OTHER INCOME FEE INCOME SUPPORT FOUNDATION FEE EQUITY IN SUBS INCREASE IN LIFE INSURANCE POLICY SECURITY LENDING INCOME SPLIT INTEREST SPONSORSHIP INCOME | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $18,847 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 18847 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 553 | NumberDAFsHeld |
| Number Funds Held | 346 | NumberFundsHeld |
| Donor Advised Contributions | 27296000 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 45955000 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 35064000 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 53949000 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 280720000 | AggregateDAFValue |
| Aggregate Fund Value | 260994000 | AggregateFundValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 128681000 | BeginningOfYearBalance |
| Contributions | 3740000 | Contributions |
| Investment Earnings Or Losses | 17213000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2463000 | GrantsOrScholarships |
| Administrative Expenses | 2048000 | AdministrativeExpenses |
| End Of Year Balance | 145123000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 125368000 | BeginningOfYearBalance |
| Contributions | 2446000 | Contributions |
| Investment Earnings Or Losses | 833000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2284000 | GrantsOrScholarships |
| Administrative Expenses | 2250000 | AdministrativeExpenses |
| End Of Year Balance | 128681000 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 105736000 | BeginningOfYearBalance |
| Contributions | 2892000 | Contributions |
| Investment Earnings Or Losses | 22732000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3287000 | GrantsOrScholarships |
| Administrative Expenses | 2705000 | AdministrativeExpenses |
| End Of Year Balance | 125368000 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 107025000 | BeginningOfYearBalance |
| Contributions | 6404000 | Contributions |
| Investment Earnings Or Losses | 2510000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 914000 | GrantsOrScholarships |
| End Of Year Balance | 115025000 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 110644000 | BeginningOfYearBalance |
| Contributions | 5704000 | Contributions |
| Investment Earnings Or Losses | -3697000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1176000 | GrantsOrScholarships |
| Other Expenditures | 4450000 | OtherExpenditures |
| End Of Year Balance | 107025000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.15370 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.03850 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.80780 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 11234492 | InvestmentCostOrOtherBasis |
| Book Value | 11234492 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 21397854 | OtherCostOrOtherBasis |
| Depreciation | 6676248 | Depreciation |
| Book Value | 14721606 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4127741 | OtherCostOrOtherBasis |
| Depreciation | 3720772 | Depreciation |
| Book Value | 406969 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 26363067 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FUNDS HELD FOR OTHERS | $31,417,302 |
| LIABILITIES ASSOCIATED WITH CRTS | $3,282,954 |
| SECURITY TRADE PAYABLE | $1,020,575 |
| OTHER LIABILITIES | $1,005,087 |
| GIFT ANNUITY | $521,183 |
| DEFERRED REVENUE - CRTS | $481,450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 37728551 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 117216262 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 36818222 | NetUnrealizedGainsInvestments |
| Other Revenues | 864926 | OtherRevenues |
| Revenue Not Rptd F990 | 37683148 | RevenueNotRptdF990 |
| Revenue Subtotal | 79533114 | RevenueSubtotal |
| Other Revenues Not Included | 17041160 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 17041160 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 96574274 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 88424621 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 88424621 | ExpensesSubtotal |
| Other Expenses Not Included | 15994058 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 15994058 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 104418679 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| LIABILITY UNDER FIN 48 FOOTNOTE | SCHEDULE D, PAGE 3, PART X | MANAGEMENT HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN INCOME TAX POSITIONS. GENERALLY, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS ENDING ON OR PRIOR TO JUNE 30, 2009. |
| REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 2D | CHANGE IN VALUE OF CRTS 737,206 CHANGE IN VALUE OF CGAS 21,469 RENTAL EXPENSES ON STATEMENT OF REVENUE 106,251 |
| REVENUE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 4B | FAS 136 - AGENCY CONTRIBUTIONS & INCOME 17,041,160 |
| EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 4B | RENTAL EXPENSES ON STATEMENT OF REVENUE -106,251 FAS 136 - AGENCY GRANTS & EXPENSES 16,100,309 |
Schedule F IRS990ScheduleF
Grants To Orgs Outside US GrantsToOrgsOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | UK | Region |
| Purpose Of Grant | UNIVERSITY RESEARCH | PurposeOfGrant |
| Amount Of Cash Grant | 500000 | AmountOfCashGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE SCHEDULE I ATTACHMENT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Of Cash Grant | 86413164 | AmountOfCashGrant |
Form990 Schedule I Part III Form990ScheduleIPartIII (10 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| UNFORESEEN EVENTS | 40 | 69455 |
| FUNERAL ASSISTANCE | 10 | 41085 |
| MEDICAL/DENTAL/HOSPITAL | 35 | 46388 |
| STUDENT SCHOLARSHIPS | 320 | 593840 |
| TEXTBOOK SCHOLARSHIPS | 11 | 5062 |
| ASSISTANCE - SHELTER | 48 | 91652 |
| ASSISTANCE - UTILITIES | 39 | 10576 |
| PERSONAL ASSIST. - FIRE | 5 | 21430 |
| HURRICANE DAMAGE | 87 | 510620 |
| ASSISTANCE - TRANSPORT | 14 | 6927 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES | Identifier |
| Return Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | ReturnReference |
| Explanation | CFT MONITORS THE USE OF GRANT FUNDS THROUGH VARIOUS GRANTEE REPORTING REQUIREMENTS DEPENDING UPON THE SIZE AND SOURCE OF THE GRANT. THE FOUNDATION'S DISCRETIONARY GRANTS REQUIRE THAT RECIPIENT ORGANIZATIONS SUBMIT WRITTEN REPORTS ANNUALLY DURING THE TERM OF THE GRANT. FOUNDATION STAFF ALSO REGULARLY CONDUCT FOLLOW-UP MEETINGS AND SITE VISITS WITH THE GRANTEES TO ENSURE THAT FUNDS HAVE BEEN PROPERLY USED AND THAT ANTICIPATED OUTCOMES HAVE BEEN ACHIEVED. GRANTS FROM THE FOUNDATION'S SUPPORTING ORGANIZATIONS REQUIRE MORE FREQUENT REPORTING BY GRANTEES, AS WELL AS FREQUENT SITE VISITS AND MEETINGS WITH FOUNDATION STAFF, WHICH ALLOW FOR MONITORING THE USE OF GRANT FUNDS AND ASSURANCE THAT SUFFICIENT PROGRESS TOWARD THE GRANT OBJECTIVES HAS BEEN MADE. MONITORING AND REPORTING REQUIREMENTS FOR GRANTS FROM THE FOUNDATION'S DONOR-ADVISED FUNDS VARY DEPENDING ON THE SIZE OF THE GRANT AND ITS INTENT. STAFF COMMUNICATES REGULARLY WITH ORGANIZATIONS THAT ARE FREQUENT RECIPIENTS OF DONOR-ADVISED GRANTS, AS WELL AS WITH ORGANIZATIONS THAT ARE NOT WELL-KNOWN TO THE FOUNDATION TO KEEP CURRENT ON THEIR PROGRAMS AND SERVICES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (12 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|---|---|---|
| BRENT E CHRISTOPHER | |||||
| PRESIDENT & CEO | 304000 | 50500 | 870 | 18500 | 373870 |
| ELIZABETH BULL | |||||
| SVP & CFOTREASURER | 246000 | 25500 | 1582 | 19898 | 292980 |
| SUSAN SWAN SMITH | |||||
| CHIEF RELATIONSHIPS | 203000 | 20400 | 360 | 15060 | 238820 |
| SARAH NELSON | |||||
| CHIEF PHILANTHROPY O | 154000 | 20500 | 1519 | 10504 | 186523 |
| JEVERLY R COOK JR | |||||
| EXEC DIR - WW CARUTH | 154000 | 5500 | 930 | 10162 | 170592 |
| KRISTINE M THOMAS | |||||
| VP ACCOUNTING | 144200 | 500 | 1405 | 11469 | 157574 |
| J STEVEN ORR | |||||
| VP INVESTMENTS | 143200 | 500 | 1453 | 11451 | 156604 |
| JOHN J FITZPATRICK | |||||
| EDUCATE TX-EXEC DIR | 225000 | 22500 | 1400 | 18349 | 267249 |
| GEORGE TANG | |||||
| EDUCATE TX - COO | 200000 | 20400 | 9374 | 229774 | |
| JOHN C COXON | |||||
| EDUCATE TX - CPO | 180200 | 500 | 1800 | 12591 | 195091 |
| AMY GROFF | |||||
| EDUCATE TX - FINANCE | 143500 | 7900 | 1691 | 11665 | 164756 |
| ALMA GARCIA | |||||
| EDUCATE TX - PROGRAM | 143000 | 500 | 2147 | 9385 | 155032 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FRINGE OR EXPENSE EXPLANATION | SCHEDULE J, PAGE 1, PART I, LINE 1A | THERE IS A WRITTEN POLICY REGARDING PAYMENT OR REIMBURSEMENT FOR HEALTH CLUB DUES. |
| NON-FIXED PAYMENTS PROVIDED | SCHEDULE J, PAGE 1, PART I, LINE 7 | AS PART OF THE ANNUAL PERFORMANCE EVALUATIONS, A BONUS PAYMENT MIGHT BE PAID TO ELIGIBLE EMPLOYEES. FOR OFFICERS, KEY EMPLOYEES AND ALL OTHER STAFF, THESE PAYMENTS ARE DETERMINED BY THE PRESIDENT AND CEO AND REVIEWED BY THE BOARD. THE BONUS PAYMENT PAID TO THE PRESIDENT AND CEO IS DETERMINED BY THE BOARD OF TRUSTEES IN EXECUTIVE SESSION WHEN THE BOARD DETERMINES HIS COMPENSATION FOR THE FOLLOWING FISCAL YEAR. THE FOUNDATION ALSO PAYS A NOMINAL, ANNUAL HOLIDAY BONUS TO ALL EMPLOYEES BASED ON TENURE. THESE PAYMENTS ARE NOT MATERIAL TO THE OVERALL COMPENSATION PACKAGES. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 100 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 9155570 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Securities Closely Held Stock SecuritiesCloselyHeldStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 123760 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | PRIOR TO FILING, THE STAFF OF THE FOUNDATION REVIEWS THE 990 WITH THE AUDIT AND FINANCE COMMITTEE OF THE BOARD OF TRUSTEES. THE 990 IS THEN POSTED AND MADE AVAILABLE FOR THE ENTIRE BOARD ON THE FOUNDATION'S INTERNAL WEBSITE. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | ALL BOARD MEMBERS, OFFICERS, AND SENIOR STAFF MUST REVIEW THE CONFLICT OF INTEREST POLICY AND COMPLETE A QUESTIONNAIRE ON AN ANNUAL BASIS. BEFORE PHILANTHROPY COMMITTEE MEETINGS TO APPROVE DISCRETIONARY GRANTS, THE FOUNDATION STAFF PROVIDES EACH COMMITTEE MEMBER A DISCLOSURE FORM LISTING ALL OF THE ORGANIZATIONS THAT ARE BEING CONSIDERED FOR GRANTS ON THE FORM. THE COMMITTEE MEMBERS ARE INSTRUCTED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST INCLUDING INVOLVEMENT AS A BOARD MEMBER OR ADVISORY MEMBER, FAMILY INVOLVEMENT, OR OTHER INVOLVEMENTS WITH THE LISTED ORGANIZATIONS. THE STAFF OR BOARD MEMBER WHO HAS A CONFLICT WILL BE EXCLUDED FROM PARTICIPATING IN DELIBERATIONS AND DISCUSSIONS CONCERNING THESE ORGANIZATIONS. THE FOUNDATION KEEPS COPIES OF COMMITTEE MEMBERS' RESPONSES ON FILE. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | COMMUNITIES FOUNDATION OF TEXAS'S PRESIDENT AND CEO IS THE TOP MANAGEMENT OFFICIAL OF THE ORGANIZATION AND HIS COMPENSATION PACKAGE IS REVIEWED AND DECIDED UPON ANNUALLY BY THE BOARD OF DIRECTORS. INFORMATION IS GATHERED BY THE HR DIRECTOR VIA SURVEYS OF SIMILAR ORGANIZATIONS WITH COMPARABLE ASSET SIZE AND REGIONAL LOCATION. IN ADDITION, CEO COMPENSATION DATA IS GATHERED FROM THE 990S OF COMPARABLE COMMUNITY FOUNDATIONS. THIS INFORMATION IS REVIEWED BY AN INDEPENDENT EXTERNAL CONSULTANT WHO ANALYZES THE COMPENSATION IN RELATION TO THE MARKET. IN ADDITION, THE PRESIDENT AND CEO COMPLETES A SUMMARY OF HIS PERFORMANCE OVER THE PRIOR YEAR. THE RESULTS OF THESE ACTIVITIES ARE GIVEN TO THE EXECUTIVE COMMITTEE OF THE BOARD, WHICH ACTS AS A COMPENSATION COMMITTEE. THE CHAIRMAN CONVENES AN EXECUTIVE SESSION OF THE BOARD OF TRUSTEES, AND COPIES OF THE ANALYSIS COMPILED BY THE STAFF AND THE INDEPENDENT CONSULTANT, AS WELL AS THE PERFORMANCE SUMMARY PROVIDED BY THE PRESIDENT AND CEO, ARE DISTRIBUTED. AFTER REVIEW AND DISCUSSION, THE BOARD DETERMINES THE PREIDENT AND CEO'S COMPENSATION FOR THE FOLLOWING FISCAL YEAR. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | OFFICERS, KEY EMPLOYEES AND ALL OTHER STAFF RECEIVE ANNUAL PERFORMANCE EVALUATIONS FROM THEIR IMMEDIATE SUPERVISOR USING THE BUDGETARY GUIDELINES APPROVED BY THE BOARD OF TRUSTEES. SALARY ADJUSTMENTS AND BONUS PAYMENTS, IF ANY, ARE APPROVED BY THE PRESIDENT AND CEO OF THE ORGANIZATION BASED ON THESE EVALUATIONS. EXTERNAL SALARY SURVEYS ARE ALSO UTILIZED IN THIS PROCESS TO ASSIST IN DETERMINING ANY ADJUSTMENTS THAT MIGHT NEED TO BE MADE BASED ON CURRENT MARKET TRENDS. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | THE ANNUAL AUDITED FINANCIALS STATEMENTS ARE AVAILABLE THROUGH OUR WEBSITE. WE DO NOT MAKE AVAILABLE OUR GOVERNING DOCUMENTS OR THE CONFLICT OF INTEREST POLICY. |
| RECONCILIATION OF CHANGES - OTHER | FORM 990, PART XI, LINE 9 | CHANGE IN VALUE OF CRTS 737,206 CHANGE IN VALUE OF CGAS 21,469 RENTAL EXPENSES ON STATEMENT OF REVENUE 106,251 FAS 136 - AGENCY CONTRIBUTIONS & INCOME -17,041,160 RENTAL EXPENSES ON STATEMENT OF REVENUE -106,251 FAS 136 - AGENCY GRANTS & EXPENSES 16,100,309 |
| OTHER CHANGES IN NET ASSETS EXPLANATION | FORM 990, PART XI, LINE 9 | ROUNDING ADJUSTMENT FROM AUDITED FS 1,787 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WW CARUTH JR FOUNDATION | ||||||||||||
| 5500 CARUTH HAVEN LANE | DALLAS | TX | 75225 | 237436194 | SUPPORTING | TX | 501C3 | 11B | N/A | false | ||
| CFTR-11 | ||||||||||||
| 5500 CARUTH HAVEN LANE | DALLAS | TX | 75225 | 752924214 | HLDS TITLE | TX | 501C2 | false | NA | |||
| CFTR-12 | ||||||||||||
| 5500 CARUTH HAVEN LANE | DALLAS | TX | 75225 | 752924215 | HLDS TITLE | TX | 501C2 | N/A | false | |||
| DALLAS COMMUNITY CHEST TR FUND INC | ||||||||||||
| 5500 CARUTH HAVEN LANE | DALLAS | TX | 75225 | PROMOTE | TX | 501C3 | 8 | N/A | false | |||
| THE RUTH FOUNDATION | ||||||||||||
| 1900 N AKARD STREET | DALLAS | TX | 75201 | 752254284 | SUPPORTING | TX | 501C3 | 7 | false | NA | ||
| ROBERT & NANCY DEDMAN FOUNDATION | ||||||||||||
| 5956 SHERRY LANE | DALLAS | TX | 75225 | 752832419 | SUPPORTING | TX | 509A3 | false | NA | SUITE 1800 | ||
| NANCY ANN & RAY L HUNT FOUNDATION | ||||||||||||
| 1900 N AKARD STREET | DALLAS | TX | 75201 | 751726227 | SUPPORTING | TX | 509A3 | false | NA | |||
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Business Name Line2DirectControllingEntityName/BusinessNameLine2 | Type Of EntityTypeOfEntity | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| CLIMAX TIMBER COMPANY | ||||||||||
| 5500 CARUTH HAVEN LANE | DALLAS | TX | 75225 | 756012148 | INACTIVE | TX | COMMUNITIE | S FOUNDATION OF TEXAS INC | C CORP | false |
| MCHARITIES | ||||||||||
| 5500 CARUTH HAVEN LANE | DALLAS | TX | 75225 | 752233217 | REAL ESTAT | TX | COMMUNITIE | S FOUNDATION OF TEXAS INC | C CORP | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| WW CARUTH JR FOUNDATION | ||
| C | 3781000 | FAIR MARKET VALUE |
| ROBERT & NANCY DEDMAN FOUNDATION | ||
| C | 365000 | FAIR MARKET VALUE |
| NANCY & RAY HUNT FOUNDATION | ||
| C | 10000 | FAIR MARKET VALUE |