2014-04-14T11:39:52-05:00 2013-06-30 COLE & REED PC 531 COUCH DR OKLAHOMA CITY OK 731022251 990 2012-07-01 750964565 COMMUNITIES FOUNDATION OF TEXAS INC COMM 2147504222 5500 CARUTH HAVEN LANE DALLAS TX 75225 BRENT CHRISTOPHER 2147504222 2014-02-15 true KIMBERLY WARREN 4052397961 2014-04-14 2012 2015-11-30 17:44:51Z BRENT CHRISTOPHER 5500 CARUTH HAVEN LANE DALLAS TX 75225 169855635 false X WWW.CFTEXAS.ORG X 1960 TX 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. 16 15 81 1826 -967 73066474 77378326 0 10726875 12766134 3417222 6429814 87210571 96574274 55022780 88310199 0 8108497 7319763 0 1519791 8261283 8788717 71392560 104418679 15818011 -7844405 499911137 542042148 61368531 74706114 438542606 467336034 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. false false 86128299 83381569 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. 10203608 2928632 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. 96331907 true true false true false true false false false true true false false false true true false true false false false true false false false false false true true true false false false false false false false false true false false false false true true true true false true 153 0 81 true true true false false false false true true false false false false X 16 15 false false false false false false false true true false false true true true true true true true true false X X KRISTINE THOMAS 2147504222 5500 CARUTH HAVEN LANE DALLAS TX 75225 BRENT E CHRISTOPHER 40.00 X X 355370 0 18500 JUDITH GIBBS 1.00 X 0 0 0 JOHN D MCSTAY 1.00 X 0 0 0 JACK M KINNEBREW 1.00 X 0 0 0 BECKY BRIGHT 1.00 X 0 0 0 FREDERICK B HEGI JR 1.00 X 0 0 0 FRANK A RISCH 1.00 X 0 0 0 JAMES E BASS 1.00 X 0 0 0 JEANNE T COX 1.00 X 0 0 0 DR BOBBY B LYLE 1.00 X 0 0 0 HAROLD MONTGOMERY 1.00 X 0 0 0 CARLOS GONZALES PENA 1.00 X 0 0 0 KAREN SHUFORD 1.00 X 0 0 0 TERDEMA L USSERY II 1.00 X 0 0 0 FLORENCE SHAPIRO 1.00 X 0 0 0 KENNETH HERSH 1.00 X 0 0 0 ELIZABETH BULL 40.00 X 273082 0 19898 SUSAN SWAN SMITH 40.00 X 223760 0 15060 SARAH NELSON 40.00 X 176019 0 10504 JEVERLY R COOK JR 40.00 X 160430 0 10162 KRISTINE M THOMAS 40.00 X 146105 0 11469 J STEVEN ORR 40.00 X 145153 0 11451 JOHN J FITZPATRICK 40.00 X 248900 0 18349 GEORGE TANG 40.00 X 220400 0 9374 JOHN C COXON 40.00 X 182500 0 12591 AMY GROFF 40.00 X 153091 0 11665 ALMA GARCIA 40.00 X 145647 0 9385 CAROL GOGLIA 40.00 X 135764 0 14132 REO PRUITT 40.00 X 130897 0 10312 DEE CHAMBLISS 40.00 X 130800 0 10295 2827918 193147 18 false true false 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 6 77378326 9279330 77378326 4837429 4837429 106364 106364 171366 106250 65116 65116 65116 81103816 73175111 7928705 7928705 7928705 OTHER REVENUE - UR 900099 3163513 3163513 OTHER INCOME - UR 900099 1725095 1725095 SUPPORT FOUNDATION FEE 900099 1275777 1275777 93949 47014 -967 47902 6258334 96574274 6276515 -967 12920400 86413164 86413164 1397035 1397035 500000 500000 2204667 527261 1182772 494634 3916275 1970550 1583733 361992 108871 173160 -64289 644158 228286 197530 218342 445792 196609 249183 134844 5621 129223 105281 105281 18847 8807 10040 194039 58652 135387 3679036 2937599 712351 29086 332285 154239 46381 131665 192553 54343 138210 86168 21971 28433 35764 635138 120804 514334 578852 523995 54857 411913 143211 91228 177474 1111767 1671 1110096 123672 31756 91916 OTHER EXPENSES 712994 391845 250315 70834 AGENCY FUND EXPENSES 471328 471328 104418679 96331907 6566981 1519791 6960161 5719947 81076740 97248983 19220618 11317952 1804325 1905001 262081 225674 36760087 10397020 27898054 26363067 353985961 390546828 3094953 2625128 5608244 6089568 499911137 542042148 2023019 651683 23835227 36325880 35510285 37728551 61368531 74706114 X 318780606 333027708 113731000 128727276 6031000 5581050 438542606 467336034 499911137 542042148 -7844405 36818222 -180389 X false true X true false X 73453568 86325980 62373511 73066474 77378326 372597859 73453568 86325980 62373511 73066474 77378326 372597859 87725448 284872411 12111628 8247561 8650475 5206884 4943793 39160341 1526664 1413804 3072621 3145408 6312076 15470573 427228773 0.66680 0.61000 X 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 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 18847 false false 18847 false 553 346 27296000 45955000 35064000 53949000 280720000 260994000 true true 128681000 3740000 17213000 2463000 2048000 145123000 125368000 2446000 833000 2284000 2250000 128681000 105736000 2892000 22732000 3287000 2705000 125368000 107025000 6404000 2510000 914000 115025000 110644000 5704000 -3697000 1176000 4450000 107025000 0.15370 0.03850 0.80780 false false 11234492 11234492 21397854 6676248 14721606 4127741 3720772 406969 26363067 FUNDS HELD FOR OTHERS 31417302 LIABILITIES ASSOCIATED WITH CRTS 3282954 SECURITY TRADE PAYABLE 1020575 OTHER LIABILITIES 1005087 GIFT ANNUITY 521183 DEFERRED REVENUE - CRTS 481450 37728551 X 117216262 36818222 864926 37683148 79533114 17041160 17041160 96574274 88424621 88424621 15994058 15994058 104418679 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 UK UNIVERSITY RESEARCH 500000 false false false false false false true SEE SCHEDULE I ATTACHMENT 86413164 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 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES SCHEDULE I, PAGE 1, PART I, LINE 2 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. X true true X X X X X false false false false false false false true false BRENT E CHRISTOPHER 304000 50500 870 18500 373870 ELIZABETH BULL 246000 25500 1582 19898 292980 SUSAN SWAN SMITH 203000 20400 360 15060 238820 SARAH NELSON 154000 20500 1519 10504 186523 JEVERLY R COOK JR 154000 5500 930 10162 170592 KRISTINE M THOMAS 144200 500 1405 11469 157574 J STEVEN ORR 143200 500 1453 11451 156604 JOHN J FITZPATRICK 225000 22500 1400 18349 267249 GEORGE TANG 200000 20400 9374 229774 JOHN C COXON 180200 500 1800 12591 195091 AMY GROFF 143500 7900 1691 11665 164756 ALMA GARCIA 143000 500 2147 9385 155032 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. X 100 9155570 FAIR MARKET VALUE X 1 123760 FAIR MARKET VALUE false true false 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 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 NA false 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 NA false ROBERT & NANCY DEDMAN FOUNDATION 5956 SHERRY LANE SUITE 1800 DALLAS TX 75225 752832419 SUPPORTING TX 509A3 NA false NANCY ANN & RAY L HUNT FOUNDATION 1900 N AKARD STREET DALLAS TX 75201 751726227 SUPPORTING TX 509A3 NA false 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 false false false false false false false false false false false false false true false true false false false 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