2011-08-12T10:39:34-05:00 2010-12-31 Kirk Monroe & Klostermann LLP 1016 Santa Fe Suite 201 Corpus Christi TX 78404 990 2010-01-01 742190039 Coastal Bend Community Foundation COAS 3618829745 600 Leopard Street No 1716 Corpus Christi TX 78401 Karen W Selim 3618829745 2011-08-08 1 3618827131 2010 2016-02-24 21:20:13Z Karen W Selim 600 Leopard Street No 1716 Corpus Christi TX 78401 50167402 0 X www.cbcfoundation.org X 1980 TX To enhance the quality of life in the Coastal Bend area of Texas through charitable & educational grants. 23 23 7 0 0 0 2715892 3508881 0 5082 -764010 2087434 406159 611753 2358041 6213150 3033959 2949109 0 0 375326 360917 0 0 65794 607488 1103856 4016773 4413882 -1658732 1799268 38705068 43412381 3998874 3914251 34706194 39498130 X To enhance the quality of life in the Coastal Bend area of Texas through charitable and educational grants. 1 0 2863735 2013122 3854559 The Foundation makes grants to nonprofit organizations to improve the quality of life in the Coastal Bend area of Texas from unrestricted, field-of-interest, designated, special project and donor advised funds. 771682 591740 1267895 The Foundation provides scholarships and fellowships to students from the seven county area of the Coastal Bend of Texas in accordance with the terms of the approximately 90 scholarship and fellowship funds it holds 480087 344247 605899 The Foundation provides hardship grants for employees of one organization. These grant requests are reviewed on a case by case basis in accordance with the terms of the employee assistance fund agreements. 4115504 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 9 0 1 7 1 0 1 CJ 0 0 0 1 1 0 0 0 1 1 0 X 23 23 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TX X X Beverly Harper 3618829745 600 Leopard Street Suite 1716 Corpus Christi TX 78401 Clare Atkinson Wonders 1.00 X 0 0 0 Nancy Johnson Bellows 1.00 X 0 0 0 William B Whitworth 1.00 X 0 0 0 F John Shepherd III 1.00 X 0 0 0 Laura Fischer 1.00 X 0 0 0 Richard Bianchi 1.00 X 0 0 0 Leah Pagan Olivarri 1.00 X 0 0 0 Dale K Wilson 1.00 X 0 0 0 Jean Claire Turcotte 1.00 X 0 0 0 Jack W Wright 1.00 X 0 0 0 Josephine Miller 1.00 X 0 0 0 Susan Hutchinson 1.00 X 0 0 0 Robert Furgason 1.00 X 0 0 0 Kathleen M White 1.00 X 0 0 0 Larry Aduddell 1.00 X 0 0 0 Laura Miller 1.00 X 0 0 0 Fred J Nemec 1.00 X 0 0 0 Leon S Loeb 5.00 X X 0 0 0 Lou Adele May 1.00 X X 0 0 0 Sylvia Whitmore 1.00 X X 0 0 0 Rona Train 1.00 X X 0 0 0 Joe Henkel 1.00 X 0 0 0 Karen O'Connor Urban 1.00 X 0 0 0 Kent H Williams 40.00 X X X 61906 0 18028 Karen W Selim 40.00 X X X 45833 0 11222 Susan B Jackson 40.00 X X 48600 0 7763 Beverly McCall Harper 40.00 X 58300 0 14700 214639 0 51713 0 0 0 0 0 166240 3342641 367338 3508881 Educational Maps/Books 900099 4332 4332 Asthma Camp 900099 750 750 5082 614220 614220 80652 80652 92605 37812 54793 54793 54793 45323044 43849830 1473214 1473214 1473214 55738 166240 66610 -10872 -10872 Administrative Fees 561000 484797 484797 Class action lawsuit 900099 2383 2383 487180 6213150 2715141 0 -10872 2013122 2013122 935987 935987 214639 78375 115640 20624 83762 41613 25499 16650 8678 3368 4192 1118 30618 14519 14479 1620 23220 9344 10976 2900 32502 32302 200 11448 10854 594 10000 10000 247710 247710 5042 588 4454 9884 8001 1883 30676 10475 8455 11746 23284 14169 6583 2532 23514 10816 9171 3527 3986 434 3293 259 4219 719 2476 1024 4687 4687 7271 1000 6271 Admistrative Fee Expens 484797 484797 Park Improvements 70428 70428 Educational Projects 69843 69843 Library Books 49922 49922 14643 7118 5614 1911 4413882 4115504 232584 65794 138946 353875 31436 34070 252699 5424 18580 18889 2890317 87858 2704914 2802459 35137223 40191431 421270 6233 38705068 43412381 10052 9446 885108 547359 3103714 3357446 3998874 3914251 X 873535 2617611 8223306 10271984 25609353 26608535 34706194 39498130 38705068 43412381 X 1799268 2992667 X X 0 1 1 X 0 X 2486262 3385409 3901035 2715892 3508881 15997479 2486262 3385409 3901035 2715892 3508881 15997479 15997479 879815 1326920 1276052 945784 787477 5216048 166116 298505 215987 392058 542918 1615584 22829111 0.70070 0.71000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 48 7 834920 23092 862704 33678 2024679 819610 1 1 27626385 1113826 4162305 -884644 -46792 -468889 31502191 22933799 672512 5116638 -592992 -503572 27626385 32771461 1020397 -9190204 -1149957 -63657 -454241 22933799 0.05540 0.53990 0 0 2376228 2376228 349441 349441 69200 69200 95448 87858 7590 2802459 Funds Held as Agency Endowments 3357446 3357446 6213150 4413882 1799268 3246399 -253732 2992667 4791935 9325301 3246399 3246399 6078902 134248 134248 6213150 4533366 0 4533366 -119484 -119484 4413882 Description of Intended Use of Endowment Funds: Part V, Line 4: The Foundation's endowment funds are used for unrestricted grants to nonprofit organizations to improve the quality of life in the Coastal Bend area of Texas. Part XI,Line 8 - Change in Agency Endowment Funds 253,732 Part XII,Line 4b - Agency Endowment Revenue 501,683, Expenses Netted Against Revenue -111,423, Interfund gifts -256,012 Part XIII,Line 4b -Agency Endowment Expenses 247,951, Expenses Netted Against Revenue -111,423, Interfund grants -256,012 Harvey Weil Fundraising Dinner 122203 67300 54903 853 17651 32953 13467 Citizens-Support of Pol Dept Dinner 99775 98940 835 1500 1 186 221978 166240 55738 853 17651 32953 15153 66610 -10872 1 Foster Youth Life Investment Partners PO Box 7743 Corpus Christi TX 78467 200014082 501 (c) (3) 10274 College assistance, Housing,medical and utility assistance Coastal Bend Wildlife Habitat Educational Program Inc 711 N Carancahua Street Ste 120 Corpus Christi TX 78475 200960059 501 (c) (3) 15450 Kritter 4 Kids Camp support Alice Counseling Center 63 S Wright Street Alice TX 78332 742269051 501 (c) (3) 6500 Youth and Adult counseling for low income clients Texas State Aquarium Association 2710 N Shoreline Blvd Corpus Christi TX 78402 237044950 501 (c) (3) 9264 Oceanography Challenge program. General program support American Life League Inc PO Box 1350 Stafford VA 22555 521238301 501 (c) (3) 7000 General Program Support Salvation Army 416 West Colonial Orlando FL 32804 580660607 501 (c) (3) 27808 Diabetic shoe program, Operating expenses,General Program Support Amistad Community Health Center Inc 1533 Brownlee Suite 100 Corpus Christi TX 78404 203008507 501 (c) (3) 14373 Aid indigent children suffering from heart disease, General Program Support Young Womens Christian Association of Corpus Christi 4601 Corona Drive Corpus Christi TX 78411 741157366 501 (c) (3) 8558 Scholarships for Elderly Therapudic and Mentally Disabled programs,General Program support First United Methodist Church 900 South Shoreline Blvd Corpus Christi TX 78401 741166910 501 (c) (3) 103000 Broadway By the Bay, Homeless Breakfast and General Program support Wesley Community Center PO Box 586 Robstown TX 78380 741185657 501 (c) (3) 17358 Senior food and nutrition program and General Program support Camp Aranzazu Inc 5420 FM 1781 Rockport TX 78382 743032285 501 (c) (3) 10358 Scholarships for children to attend camp, Wetland Species Research Program American Red Cross Coastal Bend Texas Chapter PO Box 3429 Corpus Christi TX 78463 741207551 501 (c) (3) 7758 General Program support United Way of the Coastal Bend Inc 711 N Carancahua Street Suite 302 Corpus Christi TX 78475 741207552 501 (c) (3) 11819 VITA Tax Preparation support, Jim Wells County Support, General program support YMCA of Corpus Christi 417 South Upper Broadway Corpus Christi TX 78401 741211670 501 (c) (3) 27908 Partner with Youth Campaign, Leadership program for CCISD Middle and High School, Diabetic Camp, General Program support CASA of Kleberg County PO Box 1658 Kingsville TX 78403 742992670 501 (c) (3) 6063 General Program Support Mary McLeod Bethune Day Nursery Inc 900 Kinney Street Corpus Christi TX 78401 741238426 501 (c) (3) 5108 General operating support St Luke's United Methodist Church 3151 Reid Drive Corpus Christi TX 78404 741255636 501 (c) (3) 8379 Rent, utility and other assistance for low income elderly, Dobson scholarship Connections Individual and Family Services Inc PO Box 311268 New Braunfels TX 781311268 742179169 501 (c) (3) 7000 Fund Crisis intervention program, Rainbow Days curriculum Gulf Coast Humane Society 3118 Cabaniss Pkwy Corpus Christi TX 78415 741266245 501 (c) (3) 15418 General Program support Boys & Girls Club of Corpus Christi Inc 3902 Greenwood Drive Corpus Christi TX 78416 741294586 501 (c) (3) 8000 After School program support, underserved youth support general program support Family Counseling Service 3833 South Staples St Suite S203 Corpus Christi TX 78411 741321308 501 (c) (3) 10000 Therapy services support, Senior Counseling Support Covenant Baptist Church 7001 Williams Drive Corpus Christi TX 78412 011589744 501 (c) (3) 9600 Building Fund and General Fund First Presbyterian Church 9430 S Carancahua Corpus Christi TX 78401 741207556 501 (c) (3) 9877 Stage Equipment, Projector screen, General Program Support CBCOG Area Agency on Aging PO Box 9909 Corpus Christi TX 78469 741586230 State Agency 8500 A Matter of Balance Senior Program support and Matching Funds for Respite Services for Caregivers Program Coastal Bend Alcohol-Drug Rehab Center PO Box 4996 Corpus Christi TX 78469 741595867 501 (c) (3) 12608 DSHS Match to Support Drug & Alcohol Abuse for Homeless, General operating support Good Samaritan Rescue Mission PO Box 65 Corpus Christi TX 78403 741611894 501 (c) (3) 22358 Unfunded Meals for Low Income Clients, General Program Support South Texas Public Broadcasting System Inc 939 South Stadium Road Columbia SC 29201 741616224 501 (c) (3) 12100 Challenge Program, General Program Support Art Community Center of Corpus Christi 100 North Shoreline Blvd Corpus Christi TX 78401 741716003 501 (c) (3) 21500 General Program and Operating Support Texas A & M University at Corpus Christi 6300 Ocean Drive Corpus Christi TX 78412 741760663 State Agency 39500 President's Council Support, HStudy of Oyster Reef Habitats,Fitness Fund Program, Bravo!Kids Concert Series, Islander Athletics, Reading and Writing Tutoring Program, Scholarship Programs,Coastal Bend Eco-Histoic Project, general program support Aransas County Council on Aging 912 South Church Street Rockport TX 78382 741796095 501 (c) (3) 7358 General Program support Christus Spohn Health System Development Foundation 600 Elizabeth Street Corpus Christi TX 78404 741906005 501 (c) (3) 5500 Healthy Henry Program, Cancer Center Renewal Project Women's Shelter of South Texas PO Box 3368 Corpus Christi TX 78463 741943398 501 (c) (3) 12358 Match funding for BIP Program, General Program Support Special Olympics Texas Inc 7715 Chevy Chase Drive Suite 120 Austin TX 78752 741998367 501 (c) (3) 7500 General Program Support Episcopal Church of the Advent PO Box 1937 Alice TX 78333 746022217 501 (c) (3) 8871 General Program Support Palmer Drug Abuse Program of Corpus Christi Inc 3104 South Alameda Street Corpus Christi TX 78404 742200058 501 (c) (3) 23591 General Progam Support Food Bank of Corpus Christi 826 Krill Street Corpus Christi TX 78408 742234089 501 (c) (3) 16608 Fund Mobile Food Pantries, General Program Support Corpus Christi Metro Ministries PO Box 4899 Corpus Christi TX 78469 742247261 501 (c) (3) 286617 Loaves and Fishes Program Support, Breakfast Fund, General Program Support Beeville Vineyard Inc 210 North Monroe Street Beeville TX 78102 742314158 501 (c) (3) 10358 Dental Services for low income clients, General Program Support Human Life International Inc 4 Family Life Lane Fort Royal VA 22630 521241765 501 (c) (3) 11000 General Program support Communities in School Corpus Christi Inc PO Box 331203 Corpus Christi TX 78463 742429445 501 (c) (3) 16055 General Program Support Corpus Christi Literacy Council 4044 Greenwood Drive Corpus Christi TX 78416 742444906 501 (c) (3) 12500 Literacy tutor program, create literacy coalition, General Program Support Corpus Christi Hope House Inc 658 Robinston Street Corpus Christi TX 78404 742480299 501 (c) (3) 21358 Celebration for Life Project Support, General Program Support Texas A & M University Corpus Christi Foundation Inc 6300 Ocean Drive USC 205 Corpus Christi TX 78412 742491445 501 (c) (3) 10302 Dick Conolly Scholarship Fund Support St Andrew's Episcopal Church 13026 Leopard Street Corpus Christi TX 78410 742536092 501 (c) (3) 14000 Foundation repair, General Program Support Make-A-Wish Foundation of the Texas Gulf Coast Inc 1604 Bissonett Houston TX 77005 760116615 501 (c) (3) 11159 General Program Support Driscoll Children's Hospital PO Box 6530 Corpus Christi TX 78466 742577746 501 (c) (3) 15450 Camp Hearty, Camp Easy Breathers, Camp TLC child injury prevention program,other camp for patients, General Program Support Coastal Bend Bays Foundation Inc PO Box 23025 Corpus Christi TX 78403 742603919 501 (c) (3) 10000 Marsh grass restoration project, Earth Day/Bay Day Celebration, General Program Support Rob & Bessie Welder Wildlife Foundation PO Box 1400 Sinton TX 783871400 741381321 501 (c) (3) 10000 Conservation Programs. Ark Assessment Center & Emergency Shelter for Youth 12960 Leopard Street Corpus Christi TX 78410 742859907 501 (c) (3) 7358 General Progam Support Rockport-Fulton Good Samaritans Inc 507 S Ann Street Rockport TX 78382 742592626 501 (c) (3) 14858 General Program Support Ronald McDonald House Charities of Corpus Christi Inc 3402 FtWorth Street Corpus Christi TX 78411 742378671 501 (c) (3) 7750 Program Support and purchase Purifan System Texas Wildlife Association Foundation 2800 NE Loop 410 105 San Antonio TX 78218 742605516 501 (c) (3) 15000 Texas Youth Hunting Program Corpus Christi Symphony Society Inc PO Box 495 Corpus Christi TX 78403 746011470 501 (c) (3) 9000 Sponser 2010/2011 season, General Program Support Texas State Historical Association 4412 Spicewood Springs Rd Ste 800 Austin TX 78759 746025220 501 (c) (3) 10000 Capital Campaign Support South Texas Institute for the Arts 1902 North Shoreline Blvd Corpus Christi TX 78401 746025882 501 (c) (3) 8250 Exhibit Support, Christmas Tree Forest,General Program Support Most Precious Blood Catholic Church 3502 Saratoga Blvd Corpus Christi TX 78415 746089686 501 (c) (3) 7400 General Program Supprt. HALO Flight Inc 315 Pinson Drive Corpus Christi TX 78406 742235660 501 (c) (3) 17162 General Program Support Boy Scouts of America Council 700 Everhart Terrace Bldg A Corpus Christi TX 78411 752675978 501 (c) (3) 8333 General Program Support Harte Research Institute 6300 Ocean Drive MD 5869 Corpus Christi TX 78412 741760663 State Agency 10000 Dolphin-fish in the Gulf of Mexico Studies Christ Evangelical Presbyterian Church 8300 Katy Freeway Houston TX 77024 760332175 501 (c) (3) 22000 General Program Support Mission of Mercy Inc PO Box 102 Fairfield PA 17320 860704883 501 (c) (3) 43358 Clinic treatment of diabetes, Medical services for uninsured and underserved and General Program Support Campus Crusade for Christ Inc 100 Lake Hart Drive Orlando FL 32832 956006173 501 (c) (3) 7550 General Program Support Tennis Success Inc POBox 71647 Corpus Christi TX 78467 061725402 501 (c) (3) 7287 General Program support Good Samaritan Ministries of Refugio County PO Box 483 Refugio TX 78377 742598729 501 (c) (3) 7500 Buy food for low income families Windsor Park Elementary School 4525 S Alameda Corpus Christi TX 78412 746000581 State Agency 8000 General school support CASA of the Coastal Bend PO Box 4486 Corpus Christi TX 78403 742631146 501 (c) (3) 7358 General Program support Del Mar College Foundation Inc 101 Baldwin Corpus Christi TX 78404 742286234 501 (c) (3) 31235 Vocational Scholarships, Purchase instruments music department, General Program Support Congregation Beth Israel 4402 Saratoga Blvd Corpus Christi TX 78413 746000619 501 (c) (3) 13000 General program support Priests For Life PO Box 141172 Staten Island NY 103149920 943123315 501 (c) (3) 9000 General program support TAMUK-Caesar Kleberg Wildlife Research Institute 1000 W Santa Gertrudis Ave MSC 201 Kingsville TX 78363 746001530 state Agency 25500 Conservation Programs St Jerome Catholic Church 9820 Chapel Road Waco TX 76712 742291641 501 (c) (3) 5581 Chalice purchase Yorktown Baptist Church 5025 Yorktown Boulevard Corpus Christi TX 78413 742614437 501 (c) (3) 10000 Program Support Young Life Corpus Christi 5934 S Staples Suite 216 Corpus Christi TX 78413 840385934 501 (c) (3) 20000 Program Support St Anthony Catholic Church 3818 CR 61 Robstown TX 783805737 741483603 501 (c) (3) 10000 Program Support Big Brothers Big Sisters of South Texas 4535 SPIC 23 Corpus Christi TX 78411 741897630 501 (c) (3) 7000 Program Support Health Science Center Foundation 1010 West Ave B MSC 131 Kingsville TX 78363 311702109 501 (c) (3) 25000 Program Support American Cancer Society 4101 S Alameda Corpus Christi TX 78411 131788491 501 (c) (3) 6400 Program Support Nueces County Dept of Human Services 901 Leopard St Rm 302 Corpus Christi TX 78401 746000585 State Agency 10000 Elderly Program Support Education Service Center Region 2 of Texas 209 Water Street Corpus Christi TX 78401 741587916 501 (c) (3) 55000 Program Support Grace United Methodist Church 11222 Leopard Street Corpus Christi TX 78410 742329986 501 (c) (3) 60000 Program Support Funeral Assistance 55 117139 Rent/Mortgage Assistance 198 143196 Medical/Prescription Assistance 60 43395 Food/Clothing Assistance 40 13650 Utility Assistance 102 23219 Scholarship/Fellowship Awards 408 569090 Other Assistance 6 3647 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Unrestricted grant requests are reviewed by the Grants Committee and recommendations are given to the Board of Directors for approval in our spring and fall grant award process. The Director of Grants obtains reports from the grantees annually for their use of funds to determine the grantee's compliance with the intended use of the funds. Scholarship applications are reviewed by the Scholarship Committee and recommendations are given to the Board of Directors for approval in our spring and fall scholarship review process in accordance with the scholarship agreements. The scholarship checks are sent to the college or university financial aid office. The Director of Development obtains outside scholarship and fellowship committee information to determine their compliance with IRS regulations. Employee assistance grant requests are reviewed by our Director of Development for compliance with the fund agreement specifications. These grants are not sent directly to the individuals except for hurricane relief, which are restricted for redemption. Grants from donor advised, field-of-interest, designated or other types of funds are reviewed for compliance with the terms of the fund agreement. The Director of Grants reviews the 501(c)(3) status for all grantees. The Foundaiton does not send grants to nonexempt organizations. All grants are approved by the Board of Directors at the quarterly board meeting. 0 0 0 0 0 0 0 0 0 Kent H Williams Karen W Selim Susan B Jackson Beverly McCall Harper 58300 0 0 0 0 0 0 0 14700 0 73000 0 0 0 X 13 367338 Stock Market Quotation 0 1 0 New Program Services Form 990, Part III, line 2 New project fund "Citizens in Support of Corpus Christi Police Department" held a fundraising dinner. Fund pays for nonweapon police supplies, counseling and training. Form 990, Part VI, Section A, line 2 Chairman of Board is parent to one of the Directors. Form 990, Part VI, Section B, line 11 Draft input for the Form 990 is prepared by the Director of Finance for review and approval by the President/CEO. That information is then provided to our tax preparer for input to the form. A draft copy of that form is then provided to staff for review. Staff then presents it to the Board's Executive Committee for review and discussion. Upon adoption by the Executive Committee, it is then presented to the full Board of Directors for review and approval. Form 990, Part VI, Section B, line 12c Annually, staff provides copies of the foundation's conflict of interest policy to all Board members. For new Board members, the policy is presented and discussed during their orientation briefing. After review, all Board members sign and submit to the President a certification of compliance with the policy, noting any potential conflicts they may have, if any. During committee meetings, Board members are asked to identify any potential conflicts of interest if they arise and those are dealt with by the committee chairman at that time. Form 990, Part VI, Section B, line 15 The Board Chairman is annually provided with a compensation history for the CEO. He is also provided with a performance evaluation form to complete for the CEO as well as the most recent salary comparability data available from independent sources, like the Council on Foundations. These documents are used by the Chairman to review the CEO's performance with the Executive Committee (in executive session) and to determine a compensation amount for the CEO for that year. For key employees, the process is similar except that the independent review official is the CEO. He uses comparable salary information provided by the independent Council on Foundations as well as performance appraisal information to make salary adjustment determinations. The latter are proposed by the CEO and approval, in turn, by the Finance Committee, the Executive Committee and the full Board of Directors as part of the annual budget determination. Form 990, Part VI, Section C, line 19 Governing documents, conflict of interest policy and financial statements are available to the public upon request. Financial statements are also published in the foundation's annual report, which is available online. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 3,246,399. Change in Agency Endowment Funds -253,732. Total to Form 990, Part XI, Line 5: 2,992,667. FIN 48 Footnote from Audited Financial Statement Form 990, Part XII, Line 2c Financial Accounting Standards Board (FASB) Interpretation 48, Accounting for Uncertainty in Income Taxes (FASB) Accounting Standards Codification (ASC) 740 requires the Foundation to disclose its policy for evaluating uncertain tax positions. The Foundation evaluates its uncertain tax positions using the provisions of ASC 450, Contingencies. Accordingly, a loss contingency is recognized when it is probable that a liability has been incurred as of the date of the financial statements and the amount of the loss can be reasonably estimated. The amount recognized is subject to estimate and management judgment with respect to the likely outcome of each uncertain tax position. Management has evaluated all tax positions taken by the Foundation and has not recognized any liability as of the date of the financial statements. The amount that is ultimately sustained for an individual uncertain tax position or for all uncertain tax positions in the aggregate could differ from the amount recognized. With few exceptions, the Foundation is no longer subject to examinations by the U.S. federal, state or local tax authorities for years before 2007, which is the standard statute of limitations look-back period.