MADISON ALEXANDER COOPER AND MARTHA ROANE COOPER FOUNDATION: Form 990, tax year 2024
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- Organization
- MADISON ALEXANDER COOPER AND MARTHA ROANE COOPER FOUNDATION (EIN 74-1272389)
- Tax period
- 2024-04-01 to 2025-03-31
- Filed
- 2026-01-21
- IRS object ID
- 202610219349301151
- Schema version
- 2024v5.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-01-21T08:45:56-06:00 | ReturnTs |
| Tax Period End | 2025-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742533381 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JRBT PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5400 BOSQUE BLVD STE 600 | AddressLine1Txt |
| City | WACO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 767104459 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741272389 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COOPER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COOP | BusinessNameControlTxt |
| Phone | 2547540315 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ATTN FELICIA GOODMAN | AddressLine1Txt |
| City | WACO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FELICIA GOODMAN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2547540315 | PhoneNum |
| Signature | 2025-11-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NANCY A LIVINGSTON | PreparerPersonNm |
| PTIN | P00044678 | PTIN |
| Phone | 2547764190 | PhoneNum |
| Preparation | 2025-11-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | FELICIA GOODMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ATTN FELICIA GOODMAN | AddressLine1Txt |
| City | WACO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $26,830,106 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.COOPERFDN.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1943 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | GRANT MAKING TO NON PROFIT ORGANIZATIONS | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,600 | PYContributionsGrantsAmt |
| CY Contributions Grants | $69,407 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,259,684 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,908,917 | CYInvestmentIncomeAmt |
| PY Other Revenue | $15,037 | PYOtherRevenueAmt |
| CY Other Revenue | $14,020 | CYOtherRevenueAmt |
| PY Total Revenue | $9,281,321 | PYTotalRevenueAmt |
| CY Total Revenue | $12,992,344 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,009,286 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,106,251 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $267,609 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $319,489 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $473,549 | PYOtherExpensesAmt |
| CY Other Expenses | $538,536 | CYOtherExpensesAmt |
| PY Total Expenses | $2,750,444 | PYTotalExpensesAmt |
| CY Total Expenses | $2,964,276 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,530,877 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $10,028,068 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $99,474,302 | TotalAssetsBOYAmt |
| Total Assets EOY | $102,640,611 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $706,185 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $171,198 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $98,768,117 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $102,469,413 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO MAKE WACO, TX A BETTER OR MORE DESIRABLE CITY IN WHICH TO LIVE, WHICH IS ACCOMPLISHED BY GIVING GRANTS TO LOCAL NONPROFIT ORGANIZATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,546,011 | ExpenseAmt |
| Grant | $1,325,990 | GrantAmt |
| Desc | ONE OF THE FOUR FOCUS AREAS OF THE MADISON ALEXANDER COOPER AND MARTHA ROANE COOPERFOUNDATION IS COMMUNITY BUILDING AND SOCIAL SERVICES IN THE WACO AREA. DURING THE FISCALYEAR, GRANTS WERE MADE FOR THE FOLLOWING PURPOSES: PROVIDE IMMIGRATION LEGAL SERVICES, FIRE PREVENTION EDUCATION & FINANCIAL ASSISTANCE TO FAMILIES WITH HOME FIRES, REPLACE FIREFIGHTING PERSONAL PROTECTIVE EQUIPMENT, YARD SIGNS TO PROMOTE SAFE, HEALTHY COMMUNITIES, NEW FLOORING AT COMPASSION WACO, EXPAND GIRL SCOUT PROGRAMMING, SUPPORT COMMUNITY DEVELOPMENT WORK, EXPAND REINTEGRATION PROGRAM, SUPPORT ABSORPTION OF THE FAMILY & FOSTER CARE COALITION INTO HOT GOODWILL, SUPPORT NEW NONPROFIT NEWSROOM, SUPPORT CAPITAL CAMPAIGN AT NEW CENTER OF HOPE, SUPPORT THE SALARY FOR A NEW DEVELOPMENT DIRECTOR AT UNITED WAY, PROVIDE RACE EQUITY EDUCATION AND PROVIDE FUNDING TO BUILD A HABITAT HOME. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $221,526 | ExpenseAmt |
| Grant | $190,000 | GrantAmt |
| Desc | ANOTHER FOCUS AREA FOR THE FOUNDATION IS ARTS, CULTURE, AND RECREATION. DURING THE FISCAL YEAR,THE FOUNDATION MADE GRANTS FOR THE FOLLOWING PURPOSES: SUPPORT THE REINTERPRETATION OF THE DR PEPPER MUSEUM'S WILTON'S LANDING EXHIBITION, PURCHASE A NEW SOUND SYSTEM, STAGE, PIPE AND DRAPE,CHAIR AND INSTALL A NEW ROOF AND SUPPORT THEATRE STAGE REDESIGN. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $688,203 | ExpenseAmt |
| Grant | $590,261 | GrantAmt |
| Desc | THREE MORE FOCUS AREAS FOR THE FOUNDATION ARE EDUCATION, HEALTH, AND SENIOR CITIZENS. DURINGTHE FISCAL YEAR, THE FOUNDATION MADE GRANTS FOR THE FOLLOWING PURPOSES: MEMBERSHIP RENEWAL TO PHILANTHROPY ADVOCATES, SUPPORT INFRASTRUCTURE COSTS, PROVIDE NEW BANK UNIFORMS, HIRE A NONPROFIT CONSULTANT, SUPPORT CASE MANAGEMENT SERVICES, PROVIDE PATIENTS WITH NO- OR LOW-COST REPRODUCTIVE HEALTHCARE, REPAIR WALK-IN REFRIGERATOR AND RENOVATE THE KITCHEN FACILITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,455,740 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| 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 | 0 | 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 | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | 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 | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2547540315 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ATTN FELICIA GOODMAN | AddressLine1Txt |
| City | WACO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76701 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| DR ROLAND GOERTZ | ||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |
| DAVID LACY | ||||||
| CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SHARON SHIELDS | ||||||
| SECRETARY-TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DALE FISSELER | ||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL MORRISON | ||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |
| VIRGINIA DUPUY | ||||||
| TRUSTEE EMERITUS | 1.50 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM NESBITT | ||||||
| TRUSTEE EMERITUS | 1.50 | Yes (X) | $0 | $0 | $0 | |
| REVEREND LESLIE KING | ||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH W NESBITT | ||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |
| FELICIA CHASE GOODMAN | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $155,609 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $155,609 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $69,407 | AllOtherContributionsAmt |
| Total Contributions | $69,407 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,878,393 | TotalRevenueColumnAmt |
| Exclusion | $1,878,393 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,319 | TotalRevenueColumnAmt |
| Exclusion | $2,319 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $14,192 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,491 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $11,701 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,701 | TotalRevenueColumnAmt |
| Exclusion | $11,701 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,865,795 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,835,271 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,030,524 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,030,524 | TotalRevenueColumnAmt |
| Exclusion | $11,030,524 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,992,344 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,922,937 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,106,251 | TotalAmt |
| Program Services | $2,106,251 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,272 | TotalAmt |
| Program Services | $221,454 | ProgramServicesAmt |
| Management And General | $73,818 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,217 | TotalAmt |
| Program Services | $18,163 | ProgramServicesAmt |
| Management And General | $6,054 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,256 | TotalAmt |
| Management And General | $41,256 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,385 | TotalAmt |
| Management And General | $260,385 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $952 | TotalAmt |
| Management And General | $952 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,727 | TotalAmt |
| Program Services | $24,545 | ProgramServicesAmt |
| Management And General | $8,182 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,827 | TotalAmt |
| Management And General | $18,827 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,662 | TotalAmt |
| Program Services | $23,662 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,462 | TotalAmt |
| Management And General | $67,462 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OTHER COMMUNITY SUPPORT | $40,237 | $40,237 | |
| REAL ESTATE TAX ON MINE | $26,165 | $26,165 | |
| UTILITIES | $12,555 | $9,416 | $3,139 |
| ADMINISTRATIVE EXPENSES | $9,184 | $6,888 | $2,296 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,124 | TotalAmt |
| Program Services | $5,124 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,964,276 | TotalAmt |
| Program Services | $2,455,740 | ProgramServicesAmt |
| Management And General | $508,536 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,516,082 | BOYAmt |
| EOY | $7,192,691 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,084,754 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $758,440 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,579 | BOYAmt |
| EOY | $326,314 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,449,717 | BOYAmt |
| EOY | $94,788,023 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $227,924 | BOYAmt |
| EOY | $333,583 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,474,302 | BOYAmt |
| EOY | $102,640,611 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,155 | BOYAmt |
| EOY | $1,378 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $700,030 | BOYAmt |
| EOY | $169,820 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $706,185 | BOYAmt |
| EOY | $171,198 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,768,117 | BOYAmt |
| EOY | $102,469,413 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,768,117 | BOYAmt |
| EOY | $102,469,413 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,474,302 | BOYAmt |
| EOY | $102,640,611 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $10,028,068 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$6,326,772 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE SCHEDULE O | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741646989 | EIN |
| Organization Type | 10 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $2,106,251 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $2,106,251 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | 0 | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | Yes (1) | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, SECTION A, LINE 1 | SEE SCHEDULE O FOR DETAILED EXPLANATION |
| PART IV, SECTION B, LINE 2 | SEE SCHEDULE O FOR DETAILED EXPLANATION |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $98,768,117 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,798,542 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,097,246 | GrantsOrScholarshipsAmt |
| End Year Balance | $102,469,413 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $86,215,226 | BeginningYearBalanceAmt |
| Contributions | $6,600 | ContributionsAmt |
| Investment Earnings Or Losses | $15,065,835 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,021,592 | GrantsOrScholarshipsAmt |
| Other Expenditures | $497,952 | OtherExpendituresAmt |
| End Year Balance | $98,768,117 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $95,005,548 | BeginningYearBalanceAmt |
| Contributions | $100 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,234,929 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,152,847 | GrantsOrScholarshipsAmt |
| Other Expenditures | $402,646 | OtherExpendituresAmt |
| End Year Balance | $86,215,226 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $91,555,930 | BeginningYearBalanceAmt |
| Contributions | $857 | ContributionsAmt |
| Investment Earnings Or Losses | $6,521,583 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,727,221 | GrantsOrScholarshipsAmt |
| Other Expenditures | $345,601 | OtherExpendituresAmt |
| End Year Balance | $95,005,548 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,147,611 | BeginningYearBalanceAmt |
| Contributions | $2,036 | ContributionsAmt |
| Investment Earnings Or Losses | $28,099,493 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,378,031 | GrantsOrScholarshipsAmt |
| Other Expenditures | $315,179 | OtherExpendituresAmt |
| End Year Balance | $91,555,930 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $57,848 | OtherCostOrOtherBasisAmt |
| Book Value | $57,848 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,026,906 | OtherCostOrOtherBasisAmt |
| Depreciation | $758,440 | DepreciationAmt |
| Book Value | $268,466 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $326,314 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,407,678 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$6,326,772 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $2,491 | OtherRevenueAmt |
| Revenue Not Reported | -$6,324,281 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,731,959 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $260,385 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $260,385 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,992,344 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,706,382 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $2,491 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,491 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,703,891 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $260,385 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $260,385 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,964,276 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | INCOME TAXES THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") IN ACCORDANCE WITH IRC REGULATIONS, THE FOUNDATION IS TAXED ON UNRELATED BUSINESS INCOME, WHICH CONSISTS OF EARNINGS FROM ACTIVITIES NOT RELATED TO THE EXEMPT PURPOSE OF THE FOUNDATION. THE FOUNDATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED. CHANGES IN RECOGNITION OR MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGMENT OCCURS. THE FOUNDATION RECORDS INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN MANAGEMENT AND GENERAL EXPENSES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RECLASSIFICATION OF RENTAL EXPENSES 2,491. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RECLASSIFICATION OF RENTAL EXPENSES 2,491. |
| FORM 990, SCH D, PART V, LINE 4, INTENDED USE OF ENDOWMENT FUNDS: | THE PERMANENTLY RESTRICTED FUND IS TO BE INVESTED IN PERPETUITY. THE INCOME FROM THE MADISON ALEXANDER AND MARTHA ROANE COOPER FUND IS EXPENDABLE FOR ANY CHARITABLE, EDUCATIONAL OR BENEVOLENT PURPOSE IN WACO, TX OR THE SURROUNDING CENTRAL TEXAS AREA. THE INCOME FROM THE JANE BEVILLE FUND IS TRANSFERRED TO THE TEMPORARILY RESTRICTED FUND AND IS AVAILABLE FOR GRANTS TO CENTRAL TEXAS SENIOR MINISTRY OR OTHER NONPROFIT ORGANIZATIONS ENGAGED IN MINISTERING TO THE SPECIAL NEEDS OF THE ELDERLY IN WACO, TX AND THE SURROUNDING AREA. GRANTS ARE MADE FOR PROJECTS THAT IMPACT ALL ASPECTS OF LIFE IN WACO-EDUCATION, HEALTH, ARTS AND CULTURE, COMMUNITY BUILDING AND SOCIAL SERVICES, AND SENIOR CITIZENS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (24 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| MEALS ON WHEELS (CENTRAL TEXAS SENIOR MINISTRY) | ||||||||
| 501 W WACO DRIVE | WACO | TX | 76707 | 741776447 | 501(C)(3) | $25,001 | $0 | REPAIR THE MAIN DOOR AND CONDENSERS ON THE WALK-IN REFRIGERATOR. |
| GRASSROOTS COMMUNITY DEVELOPMENT | ||||||||
| 1624 COLCORD AVENUE | WACO | TX | 76707 | 742995407 | 501(C)(3) | $170,000 | $0 | SUPPORT COMMUNITY DEVELOPMENT WORK AND SCHOOL-BASED ORGANIZING TO STRENGTHEN NEIGHBORHOODS. |
| WACO FOUNDATION | ||||||||
| 1227 N VALLEY MILLS DRIVE SUITE 235 | WACO | TX | 76710 | 746054628 | 501(C)(3) | $36,430 | $0 | PROVIDE RACE EQUITY EDUCATION AND PROGRAMMING TO THE WACO COMMUNITY DURING FYE 2026. |
| AMERICAN RED CROSS-HEART OF TEXAS CHAPTER | ||||||||
| 6801 SANGER AVENUE SUITE 228A | WACO | TX | 76710 | 530196605 | 501(C)(3) | $35,000 | $0 | PROVIDE FREE HOME FIRE PREVENTION EDUCATION AND SMOKE DETECTORS,IMMEDIATE RELIEF, CASE WORK AND FINANCIAL ASSISTANCE TO FAMILIES DEVASTED BY HOME FIRES AND STORMS. |
| WACO HABITAT FOR HUMANITY | ||||||||
| PO BOX 2124 | WACO | TX | 76703 | 752130884 | 501(C)(3) | $70,000 | $0 | A CHALLENGE GRANT TO LEVERAGE FUNDING TO BUILD A HABITAT HOME IN 2025. |
| HEART OF TEXAS GOODWILL INDUSTRIES | ||||||||
| 1700 S NEW ROAD | WACO | TX | 76711 | 741238443 | 501(C)(3) | $25,874 | $0 | SUPPORT THE ABSORPTION OF THE FAMLLY & FOSTER CARE COALITION INTO THE HEART OF TEXAS GOODWILL. |
| WACO INDEPENDENT SCHOOL DISTRICT-UHS | ||||||||
| PO BOX 27 | WACO | TX | 76703 | 746002532 | 501(C)(3) | $43,260 | $0 | PROVIDE NEW UNIFORMS FOR THE UNIVERSITY HIGH SCHOOL MARIACHI BAND. |
| PLANNED PARENTHOOD OF GREATER TEXAS | ||||||||
| 700 W HWY 6 | WACO | TX | 76712 | 521243220 | 501(C)(3) | $200,000 | $0 | PROVIDE PATIENTS WITH NO- OR LOW-COST REPRODUCTIVE HEALTHCARE AND TO REDUCE UNINTENDED PREGNACIES AND STIS IN WACO. |
| SALVATION ARMY WACO | ||||||||
| 4721 W WACO DRIVE | WACO | TX | 76710 | 580660607 | 501(C)(3) | $316,978 | $0 | SUPPORT THE CAPITAL CAMPAIGN FOR THE WELCOME CENTER AT THE NEW CENTER OF HOPE. |
| COMPASSION MINISTRIES | ||||||||
| 1421 AUSTIN AVE | WACO | TX | 76701 | 742698244 | 501(C)(3) | $39,000 | $0 | PROVIDE NEW FLOORING TO 6 APARTMENTS AT COMPASSION WACO. |
| TEXAS TRIBUNE | ||||||||
| 919 CONGRESS AVE | WACO | TX | 78701 | 264527097 | 501(C)(3) | $250,000 | $0 | SUPPORT A NEW NONPROFIT NEWSROOM IN WACO. |
| UNITED WAY OF WACO-MCLENNAN COUNTY | ||||||||
| 1227 N VALLEY MILLS DRIVE | WACO | TX | 76710 | 741189027 | 501(C)(3) | $90,000 | $0 | SUPPORT THE SALARY FOR A NEW DEVELOPMENT DIRECTOR. |
| WACO FOUNDATION | ||||||||
| 1227 N VALLEY MILLS DRIVE | WACO | TX | 76710 | 746054628 | 501(C)(3) | $37,350 | $0 | PROVIDE RACE EQUITY EDUCATION AND PROGRAMMING TO THE WACO COMMUNITY DURING FYE 2025. |
| WACO CIVIC THEATRE | ||||||||
| 1517 LAKE AIR DR | WACO | TX | 76710 | 741467606 | 501(C)(3) | $150,000 | $0 | INSTALLATION OF A NEW ROOF AND TO SUPPORT STAGE REDESIGN. |
| AMERICAN GATEWAYS | ||||||||
| 314 E HIGHLAND MALL BLVD | AUSTIN | TX | 78752 | 742578266 | 501(C)(3) | $150,000 | $0 | PROVIDE HIGH QUALITY IMMIGRATION LEGAL EDUCATION AND SERVICES TO THE WACO IMMIGRANT COMMUNITY. |
| COMMUNITY DOULAS OF WACO | ||||||||
| 4300 W WACO DR | WACO | TX | 76710 | 833463594 | 501(C)(3) | $47,000 | $0 | HIRE A NONPROFIT CONSULTANT TO HELP THE ORGANIZATION CREATE A VIABLE BUSINESS MODEL AND A 1-3 YEAR STRATEGIC PLAN. |
| DR PEPPER MUSEUM | ||||||||
| 300 S 5TH STREET | WACO | TX | 76701 | 742497117 | 501(C)(3) | $25,000 | $0 | SUPPORT THE REINTERPRETATION OF WILTON'S LANDING EXHIBITION TO CREATE A MORE ENGAGING AND INCLUSIVE ENVIRONMENT MUSEUM FOR GUESTS. |
| GIRL SCOUTS OF CENTRAL TEXAS | ||||||||
| 12012 PARK THIRTY-FIVE CIRCLE | AUSTIN | TX | 78753 | 741109644 | 501(C)(3) | $30,000 | $0 | EXPAND PROGRAMMING TO UNDERSERVED GIRLS IN THE WACO AREA. |
| COOK CHILDREN'S HEALTH FOUNDATION | ||||||||
| 801 7TH AVE | FORT WORTH | TX | 76104 | 752051649 | 501(C)(3) | $10,000 | $0 | SUPPORT CASE MANAGEMENT SERVICES AT THE WACO CLINIC. |
| STILWELL RETIREMENT RESIDENCE | ||||||||
| 5400 LAUREL LAKE DR | WACO | TX | 76710 | 741492082 | 501(C)(3) | $60,000 | $0 | RENOVATE THE KITCHEN FACILITY. |
| TEXAS SPORTS HALL OF FAME | ||||||||
| 1108 S UNIVERSITY PARKS DR | WACO | TX | 76706 | 742603242 | 501(C)(3) | $15,000 | $0 | PURCHASE A NEW SOUND SYSTEM, STAGE, PIPE AND DRAPE, AND CHAIRS. |
| CITY OF BEVERLY HILLS | ||||||||
| 3418 MEMORIAL DR | BEVERLY HILLS | TX | 76711 | 741401306 | 501(C)(3) | $24,058 | $0 | REPLACE PERSONAL PROTECTIVE EQUIPMENT FOR STRUCTURAL FIREFIGHTING, FOR EXISTING MEMBERS AND NEW HIRES. |
| TRANSFORMATION WACO | ||||||||
| 3005 EDNA | WACO | TX | 76708 | 830546031 | 501(C)(3) | $200,000 | $0 | SUPPORT INFRASTRUCTIVE COSTS DURING TRANSITION TO INDEPENDENT NONPROFIT. |
| HEART OF TEXAS BEHAVIORAL HEALTH NETWORK | ||||||||
| P O BOX 890 | WACO | TX | 76712 | 741622958 | 501(C)(3) | $46,300 | $0 | EXPANSION OF THE REINTEGRATION PROGRAM. |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL GRANT REQUESTS ARE INVESTIGATED BEFORE BEING AWARDED. FOR MOST GRANTS, THE COOPER FOUNDATION DISBURSES CHECKS WHEN GRANTS ARE APPROVED. FOR MULTI-YEAR GRANTS, THE FOUNDATION WILL GENERALLY DISBURSE CHECKS AT THE BEGINNING OF EACH YEAR OF THE GRANT. THE FOUNDATION REQUIRES AT LEAST ONE FINANCIAL REPORT DETAILING THE EXPENDITURES MADE. GRANTEES ARE ALSO REQUIRED TO SUBMIT BRIEF NARRATIVE REPORTS. BECAUSE ALL GRANTS ARE LOCAL, FREQUENTLY FOUNDATION STAFF OR TRUSTEES VISIT NONPROFITS AND SEE THE FRUITS OF COOPER'S AWARDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FELICIA CHASE GOODMAN | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $155,609 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $155,609 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|
| DAVID LACY | ||
| DAVID LACY IS A MEMBER OF THE BOARD OF DIRECTORS OF THE FOUNDATION. | MR. LACY IS PRESIDENT OF COMMUNITY BANK, WHICH HOLDS THE FOUNDATION'S CHECKING ACCOUNT. THE BANK DOES NOT CHARGE A SERVICE FEE FOR THE MAINTENANCE OF THE FOUNDATION'S CHECKING ACCOUNT. THE FEES PAID TO COMMUNITY BANK WERE WELL BELOW THE THRESHOLD FOR REPORTING ON SCHEDULE L. | 0 |
| FELICIA GOODMAN | ||
| FELICIA GOODMAN IS THE EXECUTIVE DIRECTOR OF THE FOUNDATION. | FELICIA GOODMAN IS RELATED TO ONE OF OWNERS OF AND IS A MINOR SHAREHOLDER OF INSURORS OF TEXAS, FROM WHICH THE ORGANIZATION PURCHASED INSURANCE. THE CHARGE FOR INSURANCE IS WELL BELOW THE THRESHOLD FOR REPORTING. | 0 |
| JOE NESBITT | ||
| JOE NESBITT IS A MEMBER OF THE BOARD OF DIRECTORS OF THE FOUNDATION. | JOE NESBITT IS THE CHAIRMAN OF THE BOARD AND CEO OF CENTRAL NATIONAL BANK. | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | TRUSTEES OF THE COOPER FOUNDATION ARE COMMUNITY LEADERS, MANY OF WHOM ARE ACTIVE IN CIVIC AFFAIRS AND SERVE ON A VARIETY OF NONPROFIT AND BUSINESS BOARDS. --MIKE MORRISON IS A BOARD MEMBER OF COMMUNITY BANK AND TRUST. DAVID LACY IS THE CEO. JOE NESBITT IS A SHAREHOLDER OF CNB. |
| FORM 990, PART VI, SECTION B, LINE 11B | BOARD MEMBERS ARE GIVEN A COPY OF THE RETURN FOR REVIEW BEFORE FILING, IF THERE IS TIME BEFORE THE FILING DEADLINE; OTHERWISE, THE RETURN IS PROVIDED IMMEDIATELY AFTER FILING. ANY TRUSTEE COMMENTS ARE CONSIDERED IN DECIDING WHETHER CHANGES SHOULD BE MADE TO THE 990. EACH MEMBER IS GIVEN A FINAL VERSION OF THE DOCUMENT. |
| FORM 990, PART VI, SECTION B, LINE 12C | IN ADDITION TO REGULARLY MAKING CLEAR ANY RELATIONSHIPS THAT MIGHT POSE A CONFLICT, AT EVERY MEETING WHERE A CONFLICT MIGHT ARISE, THE RELEVANT TRUSTEE DECLARES THE CONFLICT AND REFRAINS FROM VOTING ON THE MATTER. THE MINUTES DOCUMENT THE CONFLICT AND THE VOTE. WHILE THE STAFF DOES NOT VOTE, POTENTIAL CONFLICTS ARE DECLARED. ALSO, ON AN ANNUAL BASIS, EACH TRUSTEE COMPLETES A FORM THAT DOCUMENTS RELATIONSHIPS BETWEEN BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 15 | A PERFORMANCE REVIEW COMMITTEE COMPOSED OF TRUSTEES OF THE FOUNDATION EVALUATES THE EXECUTIVE DIRECTOR, ALONG WITH INPUT FROM THE ENTIRE BOARD. IN ADDITION, THE COMMITTEE STUDIES COMPARABILITY INFORMATION SUCH AS THE COUNCIL ON FOUNDATIONS' ANNUAL GRANTMAKERS' SALARY AND BENEFITS REPORT PRIOR TO SUBMITTING A RECOMMENDATION FOR COMPENSATION TO THE FULL BOARD. THE TRUSTEES DECIDE THE COMPENSATION DURING AN EXECUTIVE SESSION OF THE BOARD AND THE DECISION IS RECORDED IN THE MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABLE UPON REQUEST. |
| PART XI, QUESTION 2C-AUDIT COMMITTEE RESPONSIBILITY | THE AUDIT COMMITTEE RECOMMENDS THE ENGAGEMENT OF THE AUDITORS TO THE ENTIRE BOARD. THE ENGAGEMENT IS AN AGENDA ITEM FOR A REGULAR MEETING OF THE TRUSTEES, WHO VOTE ON THE RECOMMENDATION. THE AUDIT COMMITTEE IS AVAILABLE THROUGHOUT THE FIELD AND OFFICE WORK AND MEETS WITH THE AUDITOR AT THE CONCLUSION OF THE AUDIT. EACH MEMBER OF THE BOARD RECEIVES A COPY OF THE AUDIT PRIOR TO THE BOARD MEETIING IN WHICH THE AUDIT COMMITTEE PROVIDES ITS REPORT AND THE TRUSTEES FORMALLY VOTE TO ACCEPT OR REJECT THE AUDIT REPORT. |
| SCH. A, PART I, LINE 12(A), PART IV, SEC A, LINE 1 & SEC B, LINE 2 | THE SUPPORTED ORGANIZATIONS CONSIST OF 5 CLASSES OF BENEFICIARY ORGANIZATIONS, WHICH ARE LISTED IN THE FOUNDATION'S ORGANIZING DOCUMENTS. EACH NAMED ORGANIZATION HAS BEEN NOTIFIED OF THE FOUNDATION'S SUPPORT AND THESE ORGANIZATIONS SELECT THE MAJORITY OF THE BOARD OF DIRECTORS OF THE FOUNDATION. ALL OF THE ORGANIZATIONS SUPPORTED WERE ORGANIZED IN THE U.S. THE CLASSES ARE AS FOLLOWS: CLASS I - SCHOOLS, SCHOOL DISTRICTS, AND ORGANIZATIONS OF HIGHER EDUCATION. THE REASON FOR PUBLIC CHARITY STATUS ON PAGE ONE OF SCHEDULE A FOR THESE ORGANIZATIONS IS NUMBER 2, A SCHOOL. GRANTS, NET OF ANY RETURNED GRANTS, TOTALING $243,260 WERE GIVEN TO ORGANIZATIONS IN THIS CLASS FOR THE YEAR ENDED MARCH 31, 2025. CLASS II - CITY AND COUNTY GOVERNMENTS WITHIN MCLENNAN COUNTY, TX. THE REASON FOR PUBLIC CHARITY STATUS ON PAGE ONE OF SCHEDULE A FOR THESE ORGANIZATIONS IS NUMBER 6, A FEDERAL, STATE, OR LOCAL GOVERNMENT OR GOVERNMENTAL UNIT. GRANTS,NET OF ANY RETURNED GRANTS, TOTALING $24,057 WERE GIVEN TO ORGANIZATIONS IN THIS CLASS FOR THE YEAR ENDED MARCH 31, 2025. CLASS III - UNITED FUND OF WACO AND ITS MEMBER AGENCIES. THE REASON FOR PUBLIC CHARITY STATUS ON PAGE ONE OF SCHEDULE A FOR THIS ORGANIZATION AND ITS MEMBER AGENCIES ARE NUMBER 7, 509(A)(1) ORGANIZATIONS, OR NUMBER 9, 509(A)(2) ORGANIZATIONS. GRANTS, NET OF ANY RETURNED GRANTS, TOTALING $433,300 WERE GIVEN TO ORGANIZATIONS IN THIS CLASS FOR THE YEAR ENDED MARCH 31, 2025. CLASS IV - HOSPITALS, MEDICAL RESEARCH FACILITIES, HEALTH CARE ORGANIZATIONS & HEALTH CARE TRAINING ORGANIZATIONS. THE REASON FOR PUBLIC CHARITY STATUS ON PAGE ONE OF SCHEDULE A FOR THESE ORGANIZATIONS IS NUMBER 3, A HOSPITAL OR COOPERATIVE HOSPITAL SERVICE ORGANIZATION, OR 4, A MEDICAL RESEARCH ORGANIZATION OPERATED IN CONNECTION WITH A HOSPITAL. GRANTS, NET OF ANY RETURNED GRANTS, TOTALING $10,000 WERE GIVEN TO ORGANIZATIONS IN THIS CLASS FOR THE YEAR ENDED MARCH 31, 2025. CLASS V - OTHER 509(1)(1) AND 509(A)(2) PUBLIC CHARITIES. THE REASON FOR PUBLIC CHARITY STATUS ON PAGE ONE OF SCHEDULE A IS NUMBER 7 OR NUMBER 9 FOR THESE ORGANIZATIONS. GRANTS, NET OF ANY RETURNED GRANTS, TOTALING $1,395,633 WERE GIVEN TO ORGANIZATIONS IN THIS CLASS FOR THE YEAR ENDED MARCH 31, 2025. |
| SCHEDULE R, PART II, RELATED TAX EXEMPT ORGANIZATIONS | THE TRUST INDENTURE CREATING THE MADISON A. COOPER AND MARTHA ROANE COOPER FOUNDATION NAMES EIGHT BENEFITED ORGANIZATIONS TO WHICH ARE GIVEN THE POWER TO SELECT A MAJORITY OF THE BOARD OF THE FOUNDATION. EACH OF THE EIGHT LISTED ORGANIZATIONS IS TO CONTINUE TO BE A BENEFITED ORGANIZATION ONLY IF THE CONTROL OF THE ORGANIZATION REMAINS IN THE WACO AREA. DUE TO MERGERS WITH HOSPITALS WHICH WERE NOT LOCALLY CONTROLLED, BOTH HILLCREST HOSPITAL AND PROVIDENCE HOSPITAL ARE NO LONGER BENEFITED ORGANIZATIONS. THE HEART OF TEXAS NONPROFIT FAMILY HEALTH CENTER WAS ADDED AS A BENEFITED ORGANIZATION IN FYE 2014 AND IS LISTED ALONG WITH THE OTHER REMAINING BENEFITED ORGANIZATIONS ON SCHEDULE R, PART II-RELATED ORGANIZATIONS. THE TRUST INDENTURE FURTHER STATES THAT FIVE CLASSES OF BENEFITED ORGANIZATIONS ARE ELIGIBLE TO RECEIVE GRANTS FROM THE INCOME OF THE FOUNDATION. A DESCRIPTION OF EACH OF THE FIVE CLASSES IS INCLUDED ABOVE IN REFERENCE TO SCHEDULE A. THE SEVEN NAMED BENEFITED ORGANIZATIONS, WHICH HAVE THE RIGHT TO ELECT THE MAJORITY OF THE FOUNDATION'S BOARD, ARE MEMBERS OF ONE OR MORE OF THE CLASSES OF BENEFICIARY ORGANIZATIONS ELIGIBLE TO RECEIVE GRANTS FROM THE INCOME OF THE FOUNDATION. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|
| WACO INDEPENDENT SCHOOL DISTRICT - SEE STATEMENT | |||||||||
| PO BOX 27 | WACO | TX | 76703 | 746002532 | EDUCATION | TX | 115 | 0 | |
| MCLENNAN COMMUNITY COLLEGE - SEE STATEMENT | |||||||||
| 1400 COLLEGE DRIVE | WACO | TX | 76708 | 741541260 | EDUCATION | TX | 115 | 0 | |
| UNITED FUND OF WACO- SEE STATEMENT | |||||||||
| 1516 AUSTIN AVE SUITE 2 | WACO | TX | 76701 | 741189027 | CHARITABLE- GRANTS FUNDS FOR AIDING THE POOR, FOR EDUCATION, FOR HEALTH | TX | 501(C)(3) | 0 | 7 |
| HEART OF TEXAS COMMUNITY HEALTH CENTER - SEE STATEMENT | |||||||||
| 1600 PROVIDENCE DRIVE | WACO | TX | 76707 | 742867580 | MEDICAL FACILITY | TX | 501(C)(3) | 0 | 7 |
| TEXAS STATE TECHNICAL COLLEGE - SEE STATEMENT | |||||||||
| 3801 CAMPUS DRIVE | WACO | TX | 76705 | 741646989 | EDUCATION | TX | 115 | 0 | |
| CITY OF WACO TX | |||||||||
| PO BOX 2570 | WACO | TX | 767022570 | 746002468 | GOVERNMENT | TX | 115 | 0 | |
| BAYLOR UNIVERSITY | |||||||||
| PO BOX 97026 | WACO | TX | 767987026 | 741159753 | EDUCATION | TX | 501(C)(3) | 0 | 2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| WACO INDEPENDENT SCHOOL DISTRICT | ||
| B | $43,260 | AMOUNT GRANTED |
| UNITED FUND OF WACO | ||
| B | $90,000 | AMOUNT GRANTED |