TEXAS RETIRED TEACHERS FOUNDATION: Form 990EZ, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- TEXAS RETIRED TEACHERS FOUNDATION (EIN 74-2958842)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-04-28
- IRS object ID
- 201121189349200552
- Schema version
- 2009v1.7
- 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) |
|---|---|---|
| Timestamp | 2011-04-28T08:33:38-07:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bounds Chatelain & Pharr PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5750 Balcones Drive - Suite 208 | AddressLine1 |
| City | Austin | City |
| State | TX | State |
| ZIP Code | 78731 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742958842 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEXAS RETIRED TEACHERS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TEXA | NameControl |
| Phone | 5124761622 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 313 E 12TH STREET | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78701 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Tim Lee | Name |
| Title | Executive Director | Title |
| Date Signed | 2011-04-20 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Gary Bounds CPA | Name |
| Phone | 5124582178 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | N/A | WebSite |
| Organization501c | X | Organization501c |
| Gross Receipts | 98580 | GrossReceipts |
| Contributions Gifts Grants Etc | 80138 | ContributionsGiftsGrantsEtc |
| Program Service Revenue | 4620 | ProgramServiceRevenue |
| Investment Income | 15 | InvestmentIncome |
| Cost Other Basis And Sales Expenses | 0 | CostOtherBasisAndSalesExpenses |
| Special Events Gross Revenue | 0 | SpecialEventsGrossRevenue |
| Special Events Direct Expenses | 0 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 0 | SpecialEventsNetIncomeLoss |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
| Other Revenue Total | 13807 | OtherRevenueTotal |
| Total Revenue | 98580 | TotalRevenue |
| Salaries Other Comp Empl Benefits | 25000 | SalariesOtherCompEmplBenefits |
| Fees And Oth Pymt To Ind Contractors | 2432 | FeesAndOthPymtToIndContractors |
| Occupancy Rent Utilities And Maint | 12860 | OccupancyRentUtilitiesAndMaint |
| Printing Publications Postage | 28911 | PrintingPublicationsPostage |
| Other Expenses Total | 33115 | OtherExpensesTotal |
| Total Expenses | 102318 | TotalExpenses |
| Excess Or Deficit For Year | -3738 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 561316 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 557578 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 514446 | BOY |
| EOY | 513758 | EOY |
Land And Buildings LandAndBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11723 | BOY |
| EOY | 11152 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60540 | BOY |
| EOY | 58635 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 586709 | BOY |
| EOY | 583545 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25393 | BOY |
| EOY | 25967 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 561316 | BOY |
| EOY | 557578 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | SCHOLARSHIPS, GRANTS, AND EDUCATIONAL ASSISTANCE | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | TO EDUCATE THE MEMBERS OF TRTA REGARDING THE BENEFITS OF GIVING AND PHILANTHROPY, AND PROVIDING SCHOLARSHIP GRANTS AND OTHER FORMS OF EDUCATIONAL ASSISTANCE. | DescriptionProgramServiceAccom |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| TOM PRITCHARD | ||||||
| 313 E 12TH ST SUITE 250 | AUSTIN | TX | 78701 | President | 0 | 0 |
| WILLIAM PENCE | ||||||
| 313 E 12TH ST SUITE 250 | AUSTIN | TX | 78701 | MEMBER | 0 | 0 |
| LA VONNE ROGERS | ||||||
| 313 E 12TH ST SUITE 250 | AUSTIN | TX | 78701 | MEMBER | 0 | 0 |
| CAROLYN LANCE | ||||||
| 313 E 12TH ST SUITE 250 | AUSTIN | TX | 78701 | MEMBER | 0 | 0 |
| BARBARA A SOTO | ||||||
| 313 E 12TH ST SUITE 250 | AUSTIN | TX | 78701 | SEC/TREAS | 0 | 0 |
| ROBERT RICHARDS | ||||||
| 313 E 12TH ST SUITE 250 | AUSTIN | TX | 78701 | Vice President | 0 | 0 |
| MIKE LEHR | ||||||
| 313 E 12TH ST SUITE 250 | AUSTIN | TX | 78701 | MEMBER | 0 | 0 |
| DR KENNETH LAYCOCK | ||||||
| 313 E 12TH ST SUITE 250 | AUSTIN | TX | 78701 | BOARD ADVISOR | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | true | OrganizationHadUBI |
| Organization Filed990 T | true | OrganizationFiled990T |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Initiation Fees And Capital Contri | 0 | InitiationFeesAndCapitalContri |
| Gross Receipts For Public Use | 0 | GrossReceiptsForPublicUse |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BOBBIE PEARSON | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 313 E 12TH STREET AUSTIN TX | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5124761622 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Related Org Section527 Org | false | RelatedOrgSection527Org |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 369219 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 91107 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 28490 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8783 | CurrentTaxYearMinus1Year |
| Current Tax Year | 80138 | CurrentTaxYear |
| Total | 577737 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 369219 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 91107 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 28490 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8783 | CurrentTaxYearMinus1Year |
| Current Tax Year | 80138 | CurrentTaxYear |
| Total | 577737 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 577737 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8536 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8007 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6823 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1856 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15 | CurrentTaxYear |
| Total | 25237 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8536 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8007 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6823 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1856 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15 | CurrentTaxYear |
| Total | 25237 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8360 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7364 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6818 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4675 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4620 | CurrentTaxYear |
| Total | 31837 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 634811 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.91010 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.03980 | InvestmentIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |