WACO FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WACO FOUNDATION (EIN 74-6054628)
- Tax period
- 2024-04-01 to 2025-03-31
- Filed
- 2026-02-13
- IRS object ID
- 202600449349302265
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-13T14:29:06-08:00 | ReturnTs |
| Tax Period End | 2025-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Isabel E Weeden CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 River Ridge Drive | AddressLine1Txt |
| City | Waco | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76705 | 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 | 746054628 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WACO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WACO | BusinessNameControlTxt |
| Phone | 2547543404 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1224 AUSTIN AVE 100 | AddressLine1Txt |
| City | Waco | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ASHLEY ALLISON | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2026-02-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Isabel Weeden | PreparerPersonNm |
| PTIN | P01259370 | PTIN |
| Phone | 2542928770 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | ASHLEY ALLISON | PrincipalOfficerNm |
| Gross Receipts | $49,669,472 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WACOFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | AS THE COMMMUNITY FOUNDATION SERVING MCLENNAN COUNTY, TEXAS, WACO FOUNDATION IS AN INDEPENDENT PUBLIC CHARITY THAT STEWARDS PHILANTHROPIC RESOURCES FROM INSTITUTIONAL AND INDIVIDUAL DONORS AND DIRECTS THEIR USE FOR THE BENEFIT OF COMMUNITY-BASED CHARITIES. THE GOAL OF WACO FOUNDATION IS TO INCREASE QUALITY OF LIFE IN THE GEOGRAPHIC AREA IT SERVES, MCLENNAN COUNTY. WACO FOUNDATION DEVOTES THE RESOURCES IN ITS CARE TO EFFORTS THAT IDENTIFY AND ADDRESS THE COMMUNITY'S GREATEST NEEDS. ACTIVITIES ARE GOVERNED BY A VOLUNTARY, ROTATING BOARD OF TRUSTEES COMPRISED OF PEOPLE FROM THE COMMUNITY, WHICH USES ITS VARIANCE POWER TO ENSURE THAT THE INTERESTS OF THE ENTIRE COMMUNITY ARE THE FOCUS OF THE WORK AND THAT THE WORK REMAINS RELEVANT OVER TIME. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 20 | TotalEmployeeCnt |
| Total Volunteers | 33 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $5,800,400 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,509,377 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,764,373 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,271,707 | CYInvestmentIncomeAmt |
| PY Other Revenue | $15,546 | PYOtherRevenueAmt |
| CY Other Revenue | $39,871 | CYOtherRevenueAmt |
| PY Total Revenue | $8,580,319 | PYTotalRevenueAmt |
| CY Total Revenue | $16,820,955 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,299,341 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,126,318 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,230,472 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,990,367 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $87,227 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,670,351 | PYOtherExpensesAmt |
| CY Other Expenses | $2,383,144 | CYOtherExpensesAmt |
| PY Total Expenses | $7,200,164 | PYTotalExpensesAmt |
| CY Total Expenses | $12,499,829 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,380,155 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,321,126 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $142,304,864 | TotalAssetsBOYAmt |
| Total Assets EOY | $148,387,558 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $779,920 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $826,854 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $141,524,944 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $147,560,704 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF WACO FOUNDATION IS TO PROMOTE SOLUTIONS TO COMMUNITY CHALLENGES, STRENGTHEN LOCAL NONPROFITS, ENGAGE PHILANTHROPISTS AND MANAGE CHARITABLE ASSETS IN ORDER TO IMPROVE QUALITY OF LIFE IN MCLENNAN COUNTY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $8,423,942 | ExpenseAmt |
| Grant | $7,604,839 | GrantAmt |
| Desc | THIS INCLUDES ALL OTHER FUNDS OWNED AND MANAGED BY WACO FOUNDATION - 269 DESIGNATED, DONOR ADVISED, SCHOLARSHIP, FIELD OF INTEREST AND DISCRETIONARY FUNDS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,194,279 | ExpenseAmt |
| Grant | $51,189 | GrantAmt |
| Revenue | $45,450 | RevenueAmt |
| Desc | ORGANIZATIONAL MISSION" PROGRAM: THIS FUND PROVIDES GRANTS AND SERVICES THAT PROMOTE NONPROFIT AND PUBLIC SECTOR EFFORTS TO ADDRESS COMMUNITY CHALLENGES. PROGRAM ACTIVITIES INCLUDE, BUT ARE NOT LIMITED TO: (A) THE AWARD OF SMALL ASSISTANCE GRANTS TO HELP NONPROFITS SECURE NONPROFIT MANAGEMENT GUIDANCE, SERVICE OR EXPERTISE. THIS INCLUDES HELP FROM A PROFESSIONAL NONPROFIT CONSULTANT, TOPICAL TRAININGS (E.G. FUND DEVELOPMENT, PROPOSAL WRITING) OR PROFESSIONAL DEVELOPMENT COURSES; (B) PROVIDING ACCESS TO FIELD/SECTOR SPECIFIC EDUCATIONAL RESOURCES OR THE DELIVERY OF TRAININGS INTENDED TO SUPPORT COMMUNITY ORIENTED PROBLEM SOLVING AND SYSTEMS LEVEL STRATEGIZING (E.G. MEETING FACILITATION) (C) THE CREATION, IDENTIFICATION, OR SHARING (VIA WEBSITES AND NEWSLETTERS) OF RESOURCES AND INFORMATION ON A VARIETY OF TOPICS INCLUDING BUT NOT LIMITED TO FUND DEVELOPMENT, FINANCIAL MANAGEMENT AND SUSTAINABILITY, LEADERSHIP, BEST PRACTICES IN NONPROFIT MANAGEMENT. (D) THE DELIVERY OF A CIVIC/COMMUNITY-ORIENTED LEADERSHIP SKILLS DEVELOPMENT PROGRAM. (E) SUPPORTING EFFORTS TO ADDRESS EARLY CHILDHOOD QUALITY OF LIFE FACTORS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $943,971 | ExpenseAmt |
| Grant | $394,504 | GrantAmt |
| Revenue | $15,569 | RevenueAmt |
| Desc | WACO FOUNDATION OPERATING FUND: THIS FUND IS THE ORGANIZATION'S PRIMARY COMPETITIVE GRANTMAKING FUND, PROVIDING GRANTS TO NONPROFITS THAT SERVCE MCLENNAN COUNTY RESIDENTS, ALONG WITH OTHER FUNDS (DISCRETIONARY AND SELECTED FIELD OF INTEREST FUNDS) THAT SUPPORT OUR COMPETITIVE GRANT PROGRAM. THE FOUNDATION PROVIDES SUPPORT TO SEVERAL COMMUNITY WIDE EFFORTS DESIGNED TO END SYSTEMIC POVERTY AND PROMOTE EDUCATION AND HEALTH. THE GRANTS MADE FROM OUR DISCRETIONARY PROGRAM BENEFITED OVER 11 INSTITUTIONS AND ORGANIZATIONS, INCLUDING SMALL NONPROFITS, WHICH ADDRESS BASIC HUMAN NEEDS, TO LARGE INSTITUTIONS WORKING TO INTERVENE WITH SYSTEMIC ISSUES THAT LEAD TO POVERTY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $350,352 | ExpenseAmt |
| Grant | $75,786 | GrantAmt |
| Desc | DUNCAN SCHOLARS PROGRAM: THIS FUND SERVES AS AN ENHANCED EFFORT TO INCREASE COLLEGE COMPLETION RATES WHICH ELIMINATING STUDENT DEBT. QUALIFYING STUDENTS GRADUATING FROM WACO HIGH AND UNIVERSITY HIGH SCHOOLS ARE INVITED TO PARTICIPATE IN DUNCAN SCHOLARS. PARTICIPANTS RECEIVE ONE-ON-ONE FINANCIAL AID AND COLLEGE/CAREER ADVISING, ACCESS TO EMERGENCY ASSISTANCE FUND AND FULL-TUITION SCHOLARSHIPS FOR THEIR FIRST AND SECOND YEARS AT MCLENNAN COMMUNITY COLLEGE. IN ADDITION, STUDENTS WHO CONTINUE THEIR EDUCATION THROUGH THE UNIVERSITY CENTER OR BAYLOR UNIVERSITY ARE ELIGIBLE TO RECEIVE FULL-TUITION FOR THEIR LAST TWO YEARS. DURING THE 2024 TAX YEAR, 116 STUDENTS PARTICIPATED IN DUNCAN SCHOLARS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $350,352 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $75,786 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $10,912,544 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 26 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 20 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ASHLEY ALLISON | PersonNm |
| Phone | 2547543404 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1224 AUSTIN AVE STE 100 | AddressLine1Txt |
| City | WACO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| Ashley Allison | |||||||
| Executive Director | 39.90 | 0.10 | $228,250 | $0 | $29,335 | ||
| Isabel Weeden | |||||||
| CFO/COO | 39.90 | 0.10 | $167,499 | $0 | $11,052 | ||
| MALCOM DUNCAN JR | |||||||
| Trustee | 2.50 | 0.10 | $0 | $0 | $0 | Yes (X) | |
| MONTE HULSE | |||||||
| Trustee | 2.50 | 0.10 | $0 | $0 | $0 | Yes (X) | |
| DILLON MEEK | |||||||
| Trustee | 2.50 | 0.10 | $0 | $0 | $0 | Yes (X) | |
| KRISTEN MYNAR | |||||||
| Trustee | 2.50 | 0.10 | $0 | $0 | $0 | Yes (X) | |
| MIKE RAYMOND | |||||||
| Trustee | 2.50 | 0.10 | $0 | $0 | $0 | Yes (X) | |
| MELLI WICKLIFF | |||||||
| Trustee | 2.50 | 0.10 | $0 | $0 | $0 | Yes (X) | |
| AARON ZIMMERMAN | |||||||
| Trustee | 2.50 | 0.10 | $0 | $0 | $0 | Yes (X) | |
| WALTER ABERCROMBIE | |||||||
| Trustee | 2.50 | 0.10 | $0 | $0 | $0 | Yes (X) | |
| SHERMAN AYRES | |||||||
| Chairman | 2.50 | 0.10 | $0 | $0 | $0 | Yes (X) | |
| CHRIS MCSWAIN | |||||||
| Trustee | 2.50 | 0.10 | $0 | $0 | $0 | Yes (X) | |
| SOO BATTLE | |||||||
| Treasurer | 2.50 | 0.10 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $395,749 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $40,387 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Neuberger Berman | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1290 Avenue of the Americas | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101040001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Invest Mgmt & Advisory | ServicesDesc |
| Compensation | $317,405 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $411,833 | MembershipDuesAmt |
| All Other Contributions | $10,097,544 | AllOtherContributionsAmt |
| Noncash Contributions | $3,857,874 | NoncashContributionsAmt |
| Total Contributions | $10,509,377 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,348,597 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,348,597 | RelatedOrExemptFuncIncomeAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,771,627 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,848,517 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,923,110 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,923,110 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,923,110 | RelatedOrExemptFuncIncomeAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| FEES CHARGED TO FUNDS | $39,296 | $39,296 |
| MISCELLANEOUS REVENUE | $575 | $575 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $39,871 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,820,955 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,311,578 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,950,991 | TotalAmt |
| Program Services | $7,950,991 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,327 | TotalAmt |
| Program Services | $175,327 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $428,104 | TotalAmt |
| Program Services | $104,400 | ProgramServicesAmt |
| Management And General | $312,104 | ManagementAndGeneralAmt |
| Fundraising | $11,600 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,254,655 | TotalAmt |
| Program Services | $857,280 | ProgramServicesAmt |
| Management And General | $370,649 | ManagementAndGeneralAmt |
| Fundraising | $26,726 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,299 | TotalAmt |
| Program Services | $42,612 | ProgramServicesAmt |
| Management And General | $47,854 | ManagementAndGeneralAmt |
| Fundraising | $3,833 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,651 | TotalAmt |
| Program Services | $45,395 | ProgramServicesAmt |
| Management And General | $34,699 | ManagementAndGeneralAmt |
| Fundraising | $1,557 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,658 | TotalAmt |
| Program Services | $75,241 | ProgramServicesAmt |
| Management And General | $53,418 | ManagementAndGeneralAmt |
| Fundraising | $2,999 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,593 | TotalAmt |
| Program Services | $3,206 | ProgramServicesAmt |
| Management And General | $5,387 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,373 | TotalAmt |
| Program Services | $6,025 | ProgramServicesAmt |
| Management And General | $49,209 | ManagementAndGeneralAmt |
| Fundraising | $139 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,504 | TotalAmt |
| Management And General | $334,504 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $756,925 | TotalAmt |
| Program Services | $744,612 | ProgramServicesAmt |
| Management And General | $12,313 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,211 | TotalAmt |
| Program Services | $21,142 | ProgramServicesAmt |
| Management And General | $41,069 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,986 | TotalAmt |
| Program Services | $16,027 | ProgramServicesAmt |
| Management And General | $26,810 | ManagementAndGeneralAmt |
| Fundraising | $6,149 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,710 | TotalAmt |
| Program Services | $93,761 | ProgramServicesAmt |
| Management And General | $61,949 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,248 | TotalAmt |
| Program Services | $48,625 | ProgramServicesAmt |
| Management And General | $74,623 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,107 | TotalAmt |
| Program Services | $38,585 | ProgramServicesAmt |
| Management And General | $16,522 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,755 | TotalAmt |
| Program Services | $50,808 | ProgramServicesAmt |
| Management And General | $25,947 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,947 | TotalAmt |
| Program Services | $210 | ProgramServicesAmt |
| Management And General | $2,737 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,129 | TotalAmt |
| Program Services | $3,245 | ProgramServicesAmt |
| Management And General | $9,884 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Facilitated Svcs / Workshops | $573,868 | $573,868 | ||
| Special Events | $86,211 | $36,666 | $15,321 | $34,224 |
| Dues and Subscriptions | $26,844 | $22,899 | $3,945 | |
| Miscellaneous | $2,733 | $1,619 | $1,114 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,499,829 | TotalAmt |
| Program Services | $10,912,544 | ProgramServicesAmt |
| Management And General | $1,500,058 | ManagementAndGeneralAmt |
| Fundraising | $87,227 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $388,038 | BOYAmt |
| EOY | $178,846 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,066,501 | BOYAmt |
| EOY | $12,638,781 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,000 | BOYAmt |
| EOY | $39,032 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,063,848 | BOYAmt |
| EOY | $1,679,401 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $20,346 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $251,542 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $168,571 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,657 | BOYAmt |
| EOY | $82,971 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,038,344 | BOYAmt |
| EOY | $110,988,873 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,654,622 | BOYAmt |
| EOY | $22,689,455 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,854 | BOYAmt |
| EOY | $69,853 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,304,864 | BOYAmt |
| EOY | $148,387,558 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,277 | BOYAmt |
| EOY | $139,706 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $702,643 | BOYAmt |
| EOY | $687,148 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $779,920 | BOYAmt |
| EOY | $826,854 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,576,572 | BOYAmt |
| EOY | $71,885,751 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,948,372 | BOYAmt |
| EOY | $75,674,953 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,524,944 | BOYAmt |
| EOY | $147,560,704 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,304,864 | BOYAmt |
| EOY | $148,387,558 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,321,126 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,714,634 | NetUnrlzdGainsLossesInvstAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,050,927 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,562,582 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,881,732 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,315,574 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,537,477 | CurrentTaxYearAmt |
| Total | $29,348,292 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,050,927 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,562,582 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,881,732 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,315,574 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,537,477 | CurrentTaxYearAmt |
| Total | $29,348,292 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $70,598 | SubstantialContributorsTotAmt |
| Public Support Total170 | $29,277,694 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,913,761 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,189,349 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,193,141 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,569,662 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,349,172 | CurrentTaxYearAmt |
| Total | $17,215,085 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,203 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,501 | CurrentTaxYearMinus3YearsAmt |
| Total | $31,704 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $46,595,081 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $130,488 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.62830 | PublicSupportCY170Pct |
| Public Support PY170 | 0.58310 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 83 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 186 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $2,742,028 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $7,668,134 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $2,282,254 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $5,690,160 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $11,375,811 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $137,011,747 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $121,449,589 | BeginningYearBalanceAmt |
| Contributions | $5,319,267 | ContributionsAmt |
| Investment Earnings Or Losses | $7,479,235 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,188,392 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $2,006,615 | AdministrativeExpensesAmt |
| End Year Balance | $127,053,084 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $109,868,134 | BeginningYearBalanceAmt |
| Contributions | $1,073,227 | ContributionsAmt |
| Investment Earnings Or Losses | $15,248,940 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,006,074 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,734,638 | AdministrativeExpensesAmt |
| End Year Balance | $121,449,589 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $115,142,439 | BeginningYearBalanceAmt |
| Contributions | $6,057,275 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,109,464 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,523,180 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,698,936 | AdministrativeExpensesAmt |
| End Year Balance | $109,868,134 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $98,496,049 | BeginningYearBalanceAmt |
| Contributions | $12,701,487 | ContributionsAmt |
| Investment Earnings Or Losses | $6,985,260 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $976,997 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $2,063,360 | AdministrativeExpensesAmt |
| End Year Balance | $115,142,439 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $72,934,647 | BeginningYearBalanceAmt |
| Contributions | $411,807 | ContributionsAmt |
| Investment Earnings Or Losses | $27,500,275 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,608,965 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $741,715 | AdministrativeExpensesAmt |
| End Year Balance | $98,496,049 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.40440 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.20100 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.39460 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $41,014 | OtherCostOrOtherBasisAmt |
| Book Value | $41,014 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $167,281 | OtherCostOrOtherBasisAmt |
| Depreciation | $167,022 | DepreciationAmt |
| Book Value | $259 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $43,247 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,549 | DepreciationAmt |
| Book Value | $41,698 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $82,971 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $22,689,455 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $22,689,455 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: Intended uses of the endowment fund. | THE ENDOWMENTS OF WACO FOUNDATION ARE INTENDED TO PROVIDE INCOME TO VARIOUS CHARITABLE ORGANIZATIONS AND ACTIVITIES IN MCLENNAN COUNTY, TEXAS AS WELL AS MAINTAIN THEIR REAL VALUE OVER TIME. SOME ENDOWED FUNDS ARE ESTABLISHED TO PROVIDE SUPPORT FOR SPECIFIC, DESIGNATED CHARITIES. OTHER FUNDS, ESTABLISHED FOR GENERAL CHARITABLE COMMUNITY BETTERMENT OR A SPECIFIC CHARITABLE FIELD OF INTEREST, WILL PROVIDE GRANTS OF INCOME TO DIFFERENT CHARITIES EVERY YEAR ACCORDING TO COMMUNITY NEEDS AND THE FINDINGS OF THE DELIBERATIONS OF THE ORGANIZATION'S BOARD OF TRUSTEES. |
| Part X : FIN48 Footnote | THE FOUNDATION AND ITS SUPPORTING ORGANIZATION ARE 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 ACCOUNTS FOR TAX UNCERTAINTIES BASED ON A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, WHEREBY TAX BENEFITS ARE ONLY RECOGNIZED WHEN TEH FOUNDATION BELIEVES THAT THEY HAVE A GREATER THAN 50% LIKELIHOOD OF BEING SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE FOUNDATION HAS EVALUATED ALL ITS TAX POSITIONS AND DETERMINED THAT IT HAD NO UNCERTAIN INCOME TAX POSITIONS AS OF MARCH 31, 2025. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $11,748,340 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $11,748,340 | SubtotalSpentAmt |
| Total Spent | $11,748,340 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (98 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| 1st Presbt Church of Waco | ||||||||
| 1100 Austin Avenue | Waco | TX | 76701 | 741207555 | 501(C)(3) | $33,506 | $0 | |
| ACLU Foundation | ||||||||
| 125 Broad Street 18th Floor | New York | NY | 10004 | 136213516 | 501(C)(3) | $11,000 | $0 | |
| Advocacy Center | ||||||||
| 3312 Hillcrest Drive | Waco | TX | 76708 | 741860195 | 501(C)(3) | $7,700 | $0 | |
| American Gateways | ||||||||
| PO BOX 2405 | WACO | TX | 76703 | 742578266 | 501(C)(3) | $12,300 | $0 | |
| Angelo State Univ | ||||||||
| Schol Prog ASU Station 11048 | San Angelo | TX | 76909 | 756002403 | 501(C)(3) | $20,000 | $0 | |
| Animal Birth Control Clin | ||||||||
| 3238 Clay Avenue | Waco | TX | 76711 | 237110730 | 501(C)(3) | $11,150 | $0 | |
| Baylor Scott&WhiteCTX Fdn | ||||||||
| 2401 S 31st St | Temple | TX | 76508 | 273513154 | 501(C)(3) | $250,250 | $0 | |
| Baylor University | ||||||||
| One Bear Place 97026 | Waco | TX | 76798 | 741159753 | 501(C)(3) | $88,325 | $0 | |
| Better at Last | ||||||||
| PO Box 23689 | Waco | TX | 76702 | 921550320 | 501(C)(3) | $18,000 | $0 | Program / Operating Support |
| Bowen Family Foundation | ||||||||
| PO Box 21983 | Waco | TX | 76702 | 462429962 | 501(C)(3) | $7,793 | $0 | |
| Brown Univ Sports Fndn | ||||||||
| Gift Cashier | Providence | RI | 02912 | 050258809 | 501(C)(3) | $20,000 | $0 | |
| California Community Fndn | ||||||||
| 717 W Temple Street | Los Angeles | CA | 90012 | 953510055 | 501(C)(3) | $10,000 | $0 | |
| Cameron ParkZoo&Botanical | ||||||||
| 1703 North 4th Street | Waco | TX | 76707 | 741290001 | 501(C)(3) | $543,500 | $0 | |
| Caritas of Waco | ||||||||
| 300 S 15th Street | Waco | TX | 76701 | 741711575 | 501(C)(3) | $133,433 | $0 | |
| Church Under the Bridge | ||||||||
| 713 N 8th Street | Waco | TX | 76707 | 742970795 | 501(C)(3) | $15,000 | $0 | |
| Cntrl Presbyterian Church | ||||||||
| 9191 Woodway Drive | Waco | TX | 76712 | 741143049 | 501(C)(3) | $30,519 | $0 | |
| Communities in Schools | ||||||||
| 1001 Washington Avenue | Waco | TX | 76701 | 742563411 | 501(C)(3) | $7,500 | $0 | |
| Compassion Ministries of Waco | ||||||||
| 1421 Austin Avenue | Waco | TX | 76701 | 742698244 | 501(C)(3) | $9,047 | $0 | |
| Congregation AgudathJacob | ||||||||
| 4925 Hillcrest Drive | Waco | TX | 76710 | 741200140 | 501(C)(3) | $21,441 | $0 | |
| Council on Foundations | ||||||||
| 1255 23rd Street NW | Washington | DC | 20037 | 136068327 | 501(C)(3) | $6,750 | $0 | |
| Creative Waco | ||||||||
| PO Box 1104 | Waco | TX | 76703 | 473755745 | 501(C)(3) | $25,750 | $0 | Program / Operating Support |
| Dayspring Baptist Church | ||||||||
| 7900 Renewal Way | Woodway | TX | 76712 | 742688779 | 501(C)(3) | $9,000 | $0 | |
| Dr Pepper Museum | ||||||||
| 300 S 5th Street | Waco | TX | 76701 | 742497117 | 501(C)(3) | $25,000 | $0 | Small Capital Expense |
| Empower Schools Inc | ||||||||
| 265 Franklin Street Ste 1702 | Boston | MA | 02110 | 043534001 | 501(C)(3) | $12,500 | $0 | |
| Family Abuse Center | ||||||||
| PO Box 20395 | Waco | TX | 76702 | 742080943 | 501(C)(3) | $35,350 | $0 | |
| Fellowship Christian Athletes | ||||||||
| 2911 Herring | Waco | TX | 76708 | 440610626 | 501(C)(3) | $20,000 | $0 | |
| First Bapt Church of Waco | ||||||||
| 500 Webster Avenue | Waco | TX | 76706 | 742734145 | 501(C)(3) | $8,000 | $0 | |
| First Bapt Churchof Glen Rose | ||||||||
| 201 West Gibbs Blvd | Glen Rose | TX | 76043 | 751735924 | 501(C)(3) | $12,000 | $0 | |
| First Presbyterian Church | ||||||||
| 211 S Ave G | Clifton | TX | 76634 | 741597398 | 501(C)(3) | $20,000 | $0 | |
| Foster Village Waco | ||||||||
| 9191 Woodway Drive | Woodway | TX | 76712 | 833876579 | 501(C)(3) | $5,700 | $0 | |
| Ft Worth Stock Show | ||||||||
| PO Box 150 | Fort Worth | TX | 76101 | 751790417 | 501(C)(3) | $13,220 | $0 | |
| Fuzzy Friends Rescue | ||||||||
| PO Box 20966 | Waco | TX | 76703 | 752699210 | 501(C)(3) | $6,175 | $0 | |
| Grassroots Community Dev | ||||||||
| 1624 Colcord Avenue | Waco | TX | 76707 | 742995407 | 501(C)(3) | $148,930 | $0 | Immediate Impact / Program Support |
| Haggai Intl Inst ALT | ||||||||
| 4725 Peachtree Corners Circle | PeachtreeCorner | GA | 30092 | 580898309 | 501(C)(3) | $16,000 | $0 | |
| High Spirit East Comm | ||||||||
| 9 Waban Street | Wellesley | MA | 02482 | 884101480 | 501(C)(3) | $25,000 | $0 | |
| Hispanic Leaders Network | ||||||||
| 2917 Sarah St | Waco | TX | 76706 | 883189899 | 501(C)(3) | $7,500 | $0 | |
| Historic Waco | ||||||||
| 810 S 4th Street | Waco | TX | 76706 | 741563772 | 501(C)(3) | $82,001 | $0 | |
| Hope Fellowship of Waco | ||||||||
| 1721 Sanger Avenue | Waco | TX | 76707 | 501(C)(3) | $9,600 | $0 | ||
| Hope Health Hospice | ||||||||
| 1085 North Main Street | Providence | RI | 02904 | 510192422 | 501(C)(3) | $9,500 | $0 | |
| Hope Pregnancy Centers | ||||||||
| 6555 Powerline Rd Ste 308 | Fort Lauderdale | FL | 44309 | 650213258 | 501(C)(3) | $30,000 | $0 | |
| HOT Behav Health Network | ||||||||
| PO Box 890 | Waco | TX | 76703 | 741622958 | 501(C)(3) | $11,125 | $0 | |
| HOT Childrens Theatre | ||||||||
| 324 Fairway Road | Woodway | TX | 76712 | 871290757 | 501(C)(3) | $15,000 | $0 | |
| Humane Society CTX | ||||||||
| PO Box 25 | Waco | TX | 76703 | 742355124 | 501(C)(3) | $22,117 | $0 | |
| IntlOrthodox Christ Charities | ||||||||
| 110 West Rd Ste 360 | Baltimore | MD | 21204 | 251679348 | 501(C)(3) | $7,000 | $0 | |
| Jewish Federation of Waco | ||||||||
| PO Box 8031 | Waco | TX | 76714 | 741167963 | 501(C)(3) | $38,776 | $0 | |
| Jobs for the Future | ||||||||
| PO Box 650011 | Austin | TX | 78765 | 061164568 | 501(C)(3) | $38,847 | $0 | |
| Keep Waco Beautiful Inc | ||||||||
| 502-B Austin Avenue | Waco | TX | 76701 | 742164352 | 501(C)(3) | $5,035 | $0 | |
| KWBU - Brazos Valley PB Fdn | ||||||||
| 1 Bear Pl Unit 97296 | Waco | TX | 76798 | 742674611 | 501(C)(3) | $43,960 | $0 | |
| Lake Shore Baptist Church | ||||||||
| 5801 Bishop Drive | Waco | TX | 76710 | 742769146 | 501(C)(3) | $28,211 | $0 | |
| MCC Foundation | ||||||||
| 1400 College Drive | Waco | TX | 76708 | 742550278 | 501(C)(3) | $19,296 | $0 | |
| McLennan Comm Inv Fund | ||||||||
| 605 Austin Avenue Ste 3 | Waco | TX | 76701 | 844371176 | 501(C)(3) | $11,000 | $0 | |
| McLennan CommunityCollege | ||||||||
| 1400 College Drive | Waco | TX | 76708 | 741541260 | 501(C)(3) | $24,027 | $0 | |
| McMurray Univ | ||||||||
| 1 McMurry University 188 | Abilene | TX | 79697 | 750855633 | 501(C)(3) | $20,000 | $0 | |
| Meals on Wheels Waco | ||||||||
| 501 W Waco Drive | Waco | TX | 76707 | 741776447 | 501(C)(3) | $33,955 | $0 | |
| Midway Booster Club | ||||||||
| PO Box 1001 | Hewitt | TX | 76643 | 742809019 | 501(C)(3) | $10,000 | $0 | |
| Midway Little League | ||||||||
| PO Box 21253 | Waco | TX | 76702 | 237376479 | 501(C)(3) | $85,000 | $0 | |
| Miles Christi | ||||||||
| 16935 W Bernardo Dr Ste 245 | San Diego | CA | 92127 | 383560891 | 501(C)(3) | $10,000 | $0 | |
| Mission Waco MissionWorld | ||||||||
| 1315 N 15th St | Waco | TX | 76707 | 742605621 | 501(C)(3) | $260,050 | $0 | Large Capital Expense |
| Natl Domestic Viol Hotline | ||||||||
| PO Box 90249 | Austin | TX | 78709 | 751658287 | 501(C)(3) | $10,000 | $0 | |
| Nature Conservancy | ||||||||
| 4245 N Fairfax Dr Ste100Box43 | Arlington | VA | 22203 | 530242652 | 501(C)(3) | $61,000 | $0 | |
| Neighborworks Waco | ||||||||
| 922 Franklin Avenue | Waco | TX | 76701 | 742681649 | 501(C)(3) | $38,350 | $0 | |
| Piper Child Dev Center | ||||||||
| 315 Washington Avenue | Waco | TX | 76701 | 741159753 | 501(C)(3) | $8,300 | $0 | |
| Planned Parenthood Gr TX | ||||||||
| 7424 Greenville Ave Ste 206 | Dallas | TX | 75231 | 521243220 | 501(C)(3) | $95,132 | $0 | Program / Operating Support |
| Project World Prayers | ||||||||
| 849 Almar Ave Ste C PMB-422 | Santa Cruz | CA | 95060 | 770575340 | 501(C)(3) | $7,000 | $0 | |
| Scott & White Healthcare Fdn | ||||||||
| 2401 S 31st St | Temple | TX | 76508 | 273513154 | 501(C)(3) | $50,000 | $0 | Program / Operating Support |
| Seventh & James BaptistChurch | ||||||||
| 602 James Avenue | Waco | TX | 76706 | 741157369 | 501(C)(3) | $6,949 | $0 | |
| St James Episcopal Church | ||||||||
| PO Box 1087 | Black Mountain | NC | 28711 | 311629166 | 501(C)(3) | $10,000 | $0 | |
| St Albans Episcopal Church | ||||||||
| 305 N 30th St | Waco | TX | 76710 | 741238428 | 501(C)(3) | $33,700 | $0 | |
| St Pauls Episc Day School | ||||||||
| 517 Columbus Ave | Waco | TX | 76701 | 742691906 | 501(C)(3) | $13,000 | $0 | |
| St Pauls Episcopal Church | ||||||||
| 601 Columbus Ave | Waco | TX | 76701 | 741109762 | 501(C)(3) | $29,936 | $0 | |
| Start Up Waco | ||||||||
| 605 Austin Ave | Waco | TX | 76701 | 822094253 | 501(C)(3) | $2,006,984 | $0 | |
| Sun Valley Writers Conf | ||||||||
| PO Box 957 | Ketchum | ID | 83340 | 820496196 | 501(C)(3) | $5,800 | $0 | |
| Talitha Koum Institute | ||||||||
| PO Box 2202 | Waco | TX | 76703 | 752849153 | 501(C)(3) | $140,200 | $0 | |
| Texas Rural Funders | ||||||||
| PO Box 650011 | Austin | TX | 78765 | 861401662 | 501(C)(3) | $750,000 | $0 | |
| Texas Tribune Inc | ||||||||
| 919 Congress Ave 6th Floor | Austin | TX | 78701 | 264527097 | 501(C)(3) | $69,396 | $0 | |
| The Salvation Army | ||||||||
| 4721 W Waco Drive | Waco | TX | 76710 | 580660607 | 501(C)(3) | $7,508 | $0 | |
| The Salvation Army Waco Corps | ||||||||
| PO Box 268 | Waco | TX | 76703 | 222406433 | 501(C)(3) | $41,750 | $0 | |
| The Waco Bridge | ||||||||
| PO Box 702 | Waco | TX | 76703 | 264527097 | 501(C)(3) | $15,345 | $0 | |
| Transformation Waco | ||||||||
| 3005 Edna Avenue | Waco | TX | 76708 | 830546031 | 501(C)(3) | $417,018 | $0 | |
| Unbound Now Austin | ||||||||
| 4300 W Waco Dr Ste 2BldgB-244 | Waco | TX | 76701 | 431243999 | 501(C)(3) | $8,500 | $0 | |
| Unit Univ Fellowship of Waco | ||||||||
| 4209 N 27th St | Waco | TX | 76708 | 746070818 | 501(C)(3) | $10,000 | $0 | |
| Univ of Denver Womens Tennis | ||||||||
| 2201 E Asbury Ave | Denver | CO | 80210 | 840404231 | 501(C)(3) | $20,000 | $0 | |
| Vanguard College Preparatory | ||||||||
| 2517 Mt Carmel Dr | Waco | TX | 76710 | 741815978 | 501(C)(3) | $67,993 | $0 | |
| VOICE | ||||||||
| 1105 Wooded Acres Dr Ste 110 | Waco | TX | 76710 | 752491685 | 501(C)(3) | $15,000 | $0 | Program / Operating Support |
| Waco Civic Theatre Inc | ||||||||
| 1517 Lake Air Drive | Waco | TX | 76710 | 741467606 | 501(C)(3) | $106,000 | $0 | |
| Waco Creative Art Center | ||||||||
| PO Box 114 | Waco | TX | 76703 | 741721811 | 501(C)(3) | $55,400 | $0 | |
| Waco Family Medicine | ||||||||
| 1600 Providence Drive | Waco | TX | 76707 | 742867580 | 501(C)(3) | $43,700 | $0 | |
| Waco Family Medicine Fndn | ||||||||
| 1600 Providence Drive | Waco | TX | 76707 | 742446071 | 501(C)(3) | $975,650 | $0 | |
| Waco Habitat for Humanity | ||||||||
| 220 N 11th Street | Waco | TX | 76701 | 752130884 | 501(C)(3) | $47,457 | $0 | |
| Waco ISD Education Foundation | ||||||||
| PO Box 2369 | Waco | TX | 76703 | 742728765 | 501(C)(3) | $10,000 | $0 | |
| Waco Mammoth Fdn | ||||||||
| PO Box 326 | Waco | TX | 76703 | 201161717 | 501(C)(3) | $5,322 | $0 | Capacity Building |
| Waco Montessori School | ||||||||
| 1920 Columbus Avenue | Waco | TX | 76701 | 742615440 | 501(C)(3) | $15,223 | $0 | |
| Waco Reg Baptist Assoc | ||||||||
| PO Box 1848 | Waco | TX | 76703 | 746011083 | 501(C)(3) | $5,874 | $0 | |
| Waco Symphony Assocn | ||||||||
| PO Box 1201 | Waco | TX | 76703 | 746062658 | 501(C)(3) | $12,807 | $0 | |
| World Hunger Relief Inc | ||||||||
| 356 Spring Lake Road | Waco | TX | 76705 | 741880456 | 501(C)(3) | $59,600 | $0 | |
| XOLO Foundation Inc | ||||||||
| 2707 Trail of the Madrones | Austin | TX | 78746 | 991362925 | 501(C)(3) | $10,000 | $0 | |
| YMCA of the Rockies | ||||||||
| 2515 Tunnel Road | Estes Park | CO | 80511 | 840404913 | 501(C)(3) | $35,000 | $0 | |
| You Can Mentor Inc | ||||||||
| 3308 Castle Avenue | Waco | TX | 76710 | 844284598 | 501(C)(3) | $17,000 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 98 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS PAID TO INDIVIDUALS | GrantTypeTxt |
| Recipient | 64 | RecipientCnt |
| Cash Grant | $174,327 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | EACH GRANT RECIPIENT IS SENT A COPY OF THEIR AWARD LETTER AND CONTRACT OUTLINING THE TERMS OF THE GRANT AWARD AND INSTRUCTIONS ON HOW TO REQUEST DISBURSEMENTS. THE SENIOR DIRECTOR OF COMMUNITY INVESTMENT AND OPERATIONS SCHEDULES A MEETING WITH THE RECIPIENT IF FURTHER EXPLANATION IS REQUIRED. THE SIGNED CONTRACT MUST BE RETURNED TO WACO FOUNDATION BEFORE THE FIRST DRAW CAN BE MADE. TYPICALLY, TO ACCESS THE FUNDS, THE ORGANIZATION MUST SUBMIT A CHECK REQUEST AND EXPENSE DOCUMENTATION OF WHEN, WHERE AND HOW THE MONEY WAS SPENT. THE SENIOR DIRECTOR OF COMMUNITY INVESTMENT AND OPERATIONS REVIEWS AND APPROVES THE CHECK REQUESTS AND DOCUMENTATION; AND ANY DISCREPANCIES BETWEEN HOW THE MONEY WAS SPENT AND WHAT FUNDS WERE ALLOTTED FOR ARE IMMEDIATELY ADDRESSED. THE SENIOR DIRECTOR OF COMMUNITY INVESTMENT AND OPERATIONS MAINTAINS THE GRANT FILES. DEPENDING ON THE LENGTH OF THE PROJECT, ORGANIZATIONS MAY BE REQUIRED TO COMPLETE AN INTERIM EVALUATION REPORT SIX MONTHS AFTER THE GRANT HAS BEEN AWARDED (AN INTERIM REPORT IS NOT ALWAYS REQUIRED FOR SHORTER TERM GRANTS). ALL GRANTEES MUST SUBMIT A CLOSE-OUT REPORT UPON FINAL DRAW. THE TRUSTEES RECEIVE COPIES OF INTERIM AND CLOSE OUT GRANT REPORTS, EXPLAINING HOW FUNDS WERE USED. IN ADDITION, THE BOARD REVIEWS A LIST OF GRANT CHECKS WRITTEN AND ARE APPRISED OF ANY REQUESTS FOR REALLOCATION OR RECISSION OF FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|
| Ashley Allison | ||||
| Executive Director | $228,250 | $23,200 | $6,135 | $257,585 |
| Isabel Weeden | ||||
| CFO/COO | $167,499 | $4,917 | $6,135 | $178,551 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 31 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,856,374 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG HIGH/LOW VALUES | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | CANON PRINTER | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | THE CFO EMAILS THE BOARD OF TRUSTEES A COPY OF THE COMPLETED, UNFILED FORM 990, WITH AN EXPLANATION OF THE MOST IMPORTANT ITEMS OF INTEREST ON THE FORM. THE BOARD REVIEWS THE FORM 990 AND ASKS ANY QUESTIONS ABOUT ITS CONTENTS PRIOR TO FILING. |
| Form 990, Part VI, Section B, Line 12c | CONFLICTS OF INTEREST ARE DETERMINED AND REVIEWED ON THE LEVELS OF EXECUTIVE DIRECTOR, COMMITTEE MEMBERS AND BOARD MEMBERS. IF THERE IS REASON TO BELIEVE THAT A MEMBER HAS FAILED TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICT OR DUALITY OF INTEREST, THEY WILL BE GIVEN AN OPPORTUNITY TO EXPLAIN. UPON FURTHER INVESTIGATION, THE BOARD OR COMMITTEE MAY TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION, WHICH MAY RESULT IN THE REMOVAL OF THAT PERSON FROM THEIR BOARD POSITION, OR TERMINATION OF EMPLOYMENT, IF AN EMPLOYEE. IF A MEMBER DISCLOSES A CONFLICT OR DUALITY OF INTEREST, THEY ARE ALLOWED TO REMAIN IN THE BOARD MEETING DURING DISCUSSIONS, BUT ARE REQUIRED TO ABSTAIN FROM VOTING ON THE SUBJECT. |
| Form 990, Part VI, Section B, Line 15a | IN DETERMINING THE EXECUTIVE DIRECTOR SALARY, THE BOARD USES THE COUNCIL ON FOUNDATIONS SALARY SURVEY, WHICH HAS INFORMATION ON EXECUTIVES FROM OTHER FOUNDATIONS AND INCLUDES COMPARISON DATA RELATED TO SIMILAR ASSET SIZE AND DIFFERENCES IN WAGE RATES BASED ON GEOGRAPHY. WACO FOUNDATION CONSIDERS FOR COMPARISON COMMUNITY FOUNDATIONS IN THE 100 TO 250 MILLION ASSET RANGE AND THAT ARE LOCATED IN THE SOUTHWEST REGION OF THE UNITED STATES. A COMPENSATION PACKET, WHICH INCLUDES INFORMATION ON EXECUTIVE PERFORMANCE, IS REVIEWED BY THE EXECUTIVE COMMITTEE PRIOR TO THE BOARD VOTE ON SALARIES AND IS MAINTAINED AS A PART OF THE ORGANIZATIONAL RECORDS. INPUT FROM THE FULL BOARD IS OBTAINED THROUGH FORMAL ONLINE SURVEYS OF OBJECTIVE CRITERIA OR THROUGH THE CHAIRMAN POLLING OF BOARD MEMBERS VIA TELEPHONE CALLS AND MEETINGS. THIS PROCESS IS PERFORMED ANNUALLY. THE PROCESS FOR SETTING ALL OTHER EMPLOYEE SALARIES IS BASED ON THE SAME SALARY SURVEY AND AN ANNUAL PERFORMANCE REVIEW. ALL SALARIES ARE APPROVED BY THE BOARD. |
| Form 990, Part VI, Section C, Line 18 | THE FOUNDATION'S FORM 1023 IS AVAILABLE UPON REQUEST. THE MOST RECENTLY FILED FORM 990 IS AVAILABLE ON GUIDESTAR AND UPON REQUEST, AND OUR MOST RECENTLY FILED FORM 990T IS AVAILABLE UPON REQUEST. |
| Form 990, Part VI, Section C, Line 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS NOT MADE AVAILABLE TO THE PUBLIC. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| WF ASSETS INC - | ||||||||||
| 1224 AUSTIN STE 100 | WACO | TX | 76701 | 742783048 | TYPE 1 SUPPORTING ORGANIZATION | TX | 501(C)(3) | LINE 11 | WACO FOUNDATION | Yes (true) |
| SOLDIERS OF THE WOODEN CROSS LLC | ||||||||||
| 859 BLUE CUT RD N | MCGREGOR | TX | 76657 | 464136309 | DISREGARDED ENTITY OF WF ASSETS | TX | 501(C)(3) | LINE 11 | WF ASSETS | Yes (true) |
| WF REALTY ASSETS I LLC | ||||||||||
| 1224 AUSTIN AVE STE 100 | WACO | TX | 76701 | 455473050 | DISREGARDED ENTITY OF WF ASSETS | TX | 501(C)(3) | LINE 11 | WF ASSETS | Yes (true) |
| WF REALTY ASSETS II LLC | ||||||||||
| 1224 AUSTIN AVE STE 100 | WACO | TX | 76701 | 825509140 | DISREGARDED ENTITY OF WF ASSETS | TX | 501(C)(3) | LINE 11 | WF ASSETS | Yes (true) |
| WF REALTY ASSETS III LLC | ||||||||||
| 1224 AUSTIN AVE STE 100 | WACO | TX | 76701 | 825509140 | DISREGARDED ENTITY OF WF ASSETS | TX | 501(C)(3) | LINE 11 | WF ASSETS | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| WF ASSETS INC - | ||
| a | $76,971 | LOAN AGREEMENT |
| WF ASSETS INC - | ||
| b | $295,000 | CASH |
| WF ASSETS INC - | ||
| d | $1,700,000 | LOAN AGREEMENT |
| WF ASSETS INC - | ||
| k | $120,000 | LEASE AGREEMENT |
| WF ASSETS INC - | ||
| q | $3,343 | CASH |
| WF ASSETS INC - | ||
| s | $39,291 | ADMIN FEE |