TEXAS RETIRED TEACHERS FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TEXAS RETIRED TEACHERS FOUNDATION (EIN 74-2958842)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-14
- IRS object ID
- 202621349349302402
- Schema version
- 2024v5.0
- 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 I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T09:25:16-04:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742516372 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REYNOLDS & FRANKE PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6836 AUSTIN CENTER BLVD STE 190 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78731 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742958842 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEXAS RETIRED TEACHERS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TEXA | BusinessNameControlTxt |
| Phone | 5124761622 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 313 E 12TH STREET NO 200 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787011957 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIM LEE | PersonNm |
| Person Title | STATE COORDINATOR | PersonTitleTxt |
| Phone | 5124761622 | PhoneNum |
| Signature | 2026-05-14 | 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 | RONALD H REYNOLDS CPA | PreparerPersonNm |
| PTIN | P00964479 | PTIN |
| Phone | 5122063141 | PhoneNum |
| Preparation | 2026-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Condition | EXTENDED TO MAY 15 2026 | SpecialConditionDesc |
| Principal Officer | TIM LEE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 313 E 12TH STREET NO 250 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787011957 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,238,683 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TRTF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE RESOURCES THAT CONTRIBUTE TO AN ENHANCED QUALITY OF LIFE FOR RETIRED TEACHERS AND SCHOOL PERSONNEL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $193,383 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $171,695 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $230,887 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,665,181 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $33,721 | PYInvestmentIncomeAmt |
| CY Investment Income | $46,046 | CYInvestmentIncomeAmt |
| PY Other Revenue | $255,502 | PYOtherRevenueAmt |
| CY Other Revenue | $213,726 | CYOtherRevenueAmt |
| PY Total Revenue | $520,110 | PYTotalRevenueAmt |
| CY Total Revenue | $1,924,953 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $152,954 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $150,195 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $50,400 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $64,000 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $19,709 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $109,186 | PYOtherExpensesAmt |
| CY Other Expenses | $87,018 | CYOtherExpensesAmt |
| PY Total Expenses | $312,540 | PYTotalExpensesAmt |
| CY Total Expenses | $301,213 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $207,570 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,623,740 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,425,249 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,118,652 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $170,834 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $146,776 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,254,415 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,971,876 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE RESOURCES & PROGRAMMING THAT CONTRIBUTE TO AN ENHANCED QUALITY OF LIFE FOR RETIRED TEACHERS AND TO BE RECOGNIZED AS A LEADER IN PROVIDING USEFUL SERVICES TO RETIRED TEXAS TEACHERS & SCHOOL PERSONNEL. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $90,137 | ExpenseAmt |
| Desc | TO EDUCATE THE MEMBERS OF TRTA REGARDING THE BENEFITS OF GIVING AND PHILANTHROPY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $94,045 | ExpenseAmt |
| Grant | $94,045 | GrantAmt |
| Desc | TO PROVIDE SCHOLARSHIP GRANTS AND OTHER FORMS OF EDUCATIONAL ASSISTANCE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $56,150 | ExpenseAmt |
| Grant | $56,150 | GrantAmt |
| Desc | THE TRTF DISASTER RELIEF FUND PROVIDES ASSISTANCE TO RETIREES AND ACTIVE EDUCATORS STRUGGLING FINANCIALLY AFTER NATURAL DISASTERS OCCUR IN TEXAS, SUCH AS HURRICANES OR OTHER WIDESPREAD PHENOMENA. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $240,332 | 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 | false | 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 | Yes (true) | 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 | false | 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 | false | 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 | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| 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 | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSALIND P JOHNSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5124761622 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 313 E 12TH STREET NO 200 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787011957 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| TIM LEE | |||||||
| STATE COORDI | 10.00 | 30.00 | Yes (X) | $21,000 | $393,670 | $46,127 | |
| ROSALIND JOHNSON | |||||||
| DEPUTY DIREC | 0.00 | 40.00 | Yes (X) | $0 | $185,631 | $15,697 | |
| BILL BARNES | |||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JESSE RAMOS | |||||||
| VICE PRESIDE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| NANCY BYLER | |||||||
| SECRETARY/TR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JUNE COOPER | |||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| GWEN CRAIG | |||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MARIDELL FRYAR | |||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MOLLYE LONG | |||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| PATRICIA MACIAS | |||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| CARLA MEUTH | |||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MARY NELL SHORT | |||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DAVID OLIVAS | |||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $21,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $579,301 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $61,824 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $1,665,181 | AllOtherContributionsAmt |
| Noncash Contributions | $319,467 | NoncashContributionsAmt |
| Total Contributions | $1,665,181 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,309 | TotalRevenueColumnAmt |
| Exclusion | $40,309 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $319,467 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $313,730 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,737 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,737 | TotalRevenueColumnAmt |
| Exclusion | $5,737 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| PARTNERSHIP INCOME | 611710 | $193,383 | $193,383 | |
| PARTNERSHIP INCOME | 611710 | $20,343 | $20,343 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $213,726 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,924,953 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $193,383 | UnrelatedBusinessRevenueAmt |
| Exclusion | $66,389 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,195 | TotalAmt |
| Program Services | $150,195 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,000 | TotalAmt |
| Program Services | $19,200 | ProgramServicesAmt |
| Management And General | $2,400 | ManagementAndGeneralAmt |
| Fundraising | $2,400 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,000 | TotalAmt |
| Program Services | $32,000 | ProgramServicesAmt |
| Management And General | $4,000 | ManagementAndGeneralAmt |
| Fundraising | $4,000 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,000 | TotalAmt |
| Program Services | $10,500 | ProgramServicesAmt |
| Management And General | $1,500 | ManagementAndGeneralAmt |
| Fundraising | $3,000 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $800 | TotalAmt |
| Management And General | $800 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,680 | TotalAmt |
| Management And General | $9,680 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,134 | TotalAmt |
| Program Services | $1,100 | ProgramServicesAmt |
| Management And General | $1,205 | ManagementAndGeneralAmt |
| Fundraising | $4,829 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $724 | TotalAmt |
| Program Services | $468 | ProgramServicesAmt |
| Management And General | $71 | ManagementAndGeneralAmt |
| Fundraising | $185 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,228 | TotalAmt |
| Program Services | $20,228 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,811 | TotalAmt |
| Program Services | $6,377 | ProgramServicesAmt |
| Management And General | $1,472 | ManagementAndGeneralAmt |
| Fundraising | $1,962 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,106 | TotalAmt |
| Management And General | $3,106 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| UBIT | $16,938 | $16,938 | ||
| PRINTING | $3,333 | $3,333 | ||
| GRANT ADMIN EXPENSE | $264 | $264 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $301,213 | TotalAmt |
| Program Services | $240,332 | ProgramServicesAmt |
| Management And General | $41,172 | ManagementAndGeneralAmt |
| Fundraising | $19,709 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,329 | BOYAmt |
| EOY | $45,517 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $703,741 | BOYAmt |
| EOY | $2,165,330 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,169 | BOYAmt |
| EOY | $2,969 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,915 | BOYAmt |
| EOY | $140,915 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,166 | BOYAmt |
| EOY | $22,181 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $87,175 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $63,810 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,526 | BOYAmt |
| EOY | $23,365 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $527,174 | BOYAmt |
| EOY | $717,904 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $229 | BOYAmt |
| EOY | $471 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,425,249 | BOYAmt |
| EOY | $3,118,652 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,749 | BOYAmt |
| EOY | $861 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,085 | BOYAmt |
| EOY | $145,915 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,834 | BOYAmt |
| EOY | $146,776 | 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 | $1,023,285 | BOYAmt |
| EOY | $1,457,629 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,130 | BOYAmt |
| EOY | $1,514,247 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,254,415 | BOYAmt |
| EOY | $2,971,876 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,425,249 | BOYAmt |
| EOY | $3,118,652 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,623,740 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $116,718 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$22,997 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $644,764 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $194,269 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $180,347 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $230,887 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $670,918 | CurrentTaxYearAmt |
| Total | $1,921,185 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $644,764 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $194,269 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $180,347 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $230,887 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $670,918 | CurrentTaxYearAmt |
| Total | $1,921,185 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,446 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,725 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,905 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,839 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,725 | CurrentTaxYearAmt |
| Total | $51,640 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,446 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,725 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,905 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,839 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,725 | CurrentTaxYearAmt |
| Total | $51,640 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,869,545 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,818 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,711 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,733 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,721 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,309 | CurrentTaxYearAmt |
| Total | $102,292 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $1,825 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $166,929 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $135,639 | CurrentTaxYearAmt |
| Total | $304,393 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,818 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,711 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,558 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $200,650 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $175,948 | CurrentTaxYearAmt |
| Total | $406,685 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $160 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $528 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,447 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,111 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,343 | CurrentTaxYearAmt |
| Total | $46,589 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $649,742 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $198,508 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $209,352 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $449,648 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $867,209 | CurrentTaxYearAmt |
| Total | $2,374,459 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.78740 | PublicSupportCY509Pct |
| Public Support PY509 | 0.82460 | PublicSupportPY509Pct |
| Investment Income CY | 0.17000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.14000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SUPPORTING SCHEDULE | ENDOWMENT 1,000,000 |
| PART III, LINE 12 | PARTNERSHIP INTEREST 46,589 |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $403,746 | BeginningYearBalanceAmt |
| Contributions | $1,012,340 | ContributionsAmt |
| Investment Earnings Or Losses | $138,066 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,554,152 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $376,041 | BeginningYearBalanceAmt |
| Contributions | $10,717 | ContributionsAmt |
| Investment Earnings Or Losses | $16,988 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $403,746 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $362,276 | BeginningYearBalanceAmt |
| Contributions | $4,510 | ContributionsAmt |
| Investment Earnings Or Losses | $9,255 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $376,041 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $361,165 | BeginningYearBalanceAmt |
| Contributions | $3,217 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,106 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $362,276 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $355,825 | BeginningYearBalanceAmt |
| Contributions | $4,261 | ContributionsAmt |
| Investment Earnings Or Losses | $1,079 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $361,165 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.17370 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.10780 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.71850 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,649 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,504 | DepreciationAmt |
| Book Value | $1,145 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $64,526 | OtherCostOrOtherBasisAmt |
| Depreciation | $42,306 | DepreciationAmt |
| Book Value | $22,220 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $23,365 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN PARTNERSHIP | Desc |
| Book Value | $717,904 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $717,904 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $5,000 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOAN FROM TRTA | Desc |
| Amt | $140,915 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $145,915 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,018,674 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $116,718 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $116,718 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,901,956 | RevenueSubtotalAmt |
| Other Revenues Not Included | $22,997 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $22,997 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,924,953 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $301,213 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $301,213 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $301,213 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | LEHR-PRITCHARD ENDOWMENT FUND THE SPENDING POLICY OF THE LEHR-PRITCHARD ENDOWMENT FUND IS BASED ON A FORMULA DEVELOPED BY THE FOUNDATION'S BOARD OF TRUSTEES WHICH DETERMINES THE SPENDABLE AMOUNT OF THE FUND FOR ANY FISCAL YEAR. ONCE THE ENDOWMENT REACHES THE 200,000 THRESHOLD, EARNINGS NET OF INVESTMENT EXPENSES UP TO 4% ON AN ANNUAL BASIS WILL BE DISTRIBUTED TO THE "A HELPING HAND RESTRICTED ACCOUNT" FOR USE BY THE BOARD OF TRUSTEES TO FUND THE NEEDS OF THE "A HELPING HAND" PROGRAM. EARNINGS IN EXCESS OF 4% DURING ANY GIVEN YEAR WILL BE RETAINED IN THE ENDOWMENT AND WILL BECOME A PERMANENT PART OF THE CORPUS OF THE ENDOWMENT AND WILL BE REFLECTED AS BOARD-DESIGNATED FUNDS. DURING FISCAL YEAR ENDED JUNE 30, 2025, THE FOUNDATION RECEIVED AN ADDITIONAL 12,340 OF PERMANENT DONOR CONTRIBUTIONS AND RECORDED 21,368 OF INVESTMENT GAINS. THESE PERMANENT DONOR CONTRIBUTIONS ALONG WITH THE INVESTMENT GAINS HAVE BEEN REFLECTED AS PERMANENTLY RESTRICTED NET ASSETS AT JUNE 30, 2025. DR. KATIE BELL AND E.L. GALYEAN ASSISTANCE FUND THE SPENDING POLICY OF THE ASSISTANCE FUND IS BASED ON A FORMULA DEVELOPED BY THE FOUNDATIONS BOARD OF TRUSTEES WHICH DETERMINES THE SPENDABLE AMOUNT OF THE ASSISTANCE FUND FOR ANY FISCAL YEAR. THE FOUNDATION MAY DISTRIBUTE UP TO 5% OF THE TOTAL BALANCE OF THE ASSISTANCE FUND AS EVIDENCED BY THE JUNE 30TH STATEMENT OF THE PREVIOUS FISCAL YEAR TO ACTIVE MEMBERS OF THE ASSOCIATION EXPERIENCING FINANCIAL HARDSHIP. |
| SCHEDULE D, PAGE 3, PART X | THE MOST SIGNIFICANT TAX POSITIONS OF THE FOUNDATION IS ITS ASSERTION THAT IT IS EXEMPT FROM INCOME TAXES AND IT'S DETERMINATION OF WHETHER ANY AMOUNTS ARE SUBJECT TO UNRELATED BUSINESS INCOME TAX (UBIT). THE FOUNDATION PARTICIPATED IN ACTIVITIES IN WHICH THE INTERNAL REVENUE SERVICE (IRS) CONSIDERS TO BE "BUSINESS INCOME" UNRELATED TO FOUNDATION'S TAX EXEMPT STATUS AND A PORTION OF THE PROFIT FROM THESE ACTIVITIES IS SUBJECT TO FEDERAL INCOME TAXES. ALL SIGNIFICANT TAX POSITIONS HAVE BEEN CONSIDERED BY MANAGEMENT AND IT HAS DETERMINED THAT IT IS MORE LIKELY THAN NOT THAT ALL TAX POSITIONS WOULD BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | PARTNERSHIP INCOME (TAX BASIS) 22,997 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| DISASTER RELIEF FUND | 109 | $56,150 |
| CLASSROOM TEACHERS GRANT | 29 | $29,000 |
| HELPING HANDS | 26 | $30,045 |
| BEGINNING TEACHER SCHOLAR | 35 | $35,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | BEGINNING TEACHER SCHOLARSHIP - EACH YEAR THE BOARD VOTES ON HOW MANY SCHOLARSHIPS TO AWARD TO NEW TEACHERS. APPLICANTS SUBMIT AN APPLICATION AND THE APPLICATION IS REVIEWED BY THE ASSIGNED COMMITTEE. RECIPIENTS MUST PROVIDE PROOF OF EMPLOYMENT BEFORE AWARD IS GRANTED. DISBURSEMENTS ARE CLASSIFIED BY PROGRAM IN THE GENERAL LEDGER. HELPING HANDS - HELPING HANDS GRANTS PROVIDE PUBLIC EDUCATION RETIREES WITH CHARITABLE ASSISTANCE FOR A ONE-TIME SPECIAL NEED OR OTHER SHORT-TERM HARDSHIP. RECIPIENTS INCLUDE ANYONE WHO IS RECEIVING OR IS ELIGIBLE TO RECEIVE AN ANNUITY FROM THE TEACHER RETIREMENT SYSTEM OF TEXAS (TRS). RECIPIENTS SUBMIT AN APPLICATION FOR NEED AND THE APPLICATION IS REVIEWED BY THE HELPING HANDS COMMITTEE. DISBURSEMENTS ARE CLASSIFIED BY PROGRAM IN THE GENERAL LEDGER. CLASSROOM TEACHERS GRANT - TRTF'S CLASSROOM ASSISTANCE GRANT PROGRAM HELPS TEACHERS IMPROVE THE LEARNING ENVIRONMENT FOR STUDENTS BY GIVING GRANT FUNDS TOWARDS PROJECTS, LEARNING PLATFORMS, SOFTWARE, AND MUCH MORE. EACH YEAR THE BOARD VOTES ON HOW MANY SCHOLARSHIPS TO AWARD. APPLICANTS SUBMIT AN APPLICATION AND THE APPLICATION IS REVIEWED BY THE ASSIGNED COMMITTEE. DISBURSEMENTS ARE CLASSIFIED BY PROGRAM IN THE GENERAL LEDGER. DISASTER RELIEF GRANT - AS TEXAS DISASTERS OCCUR, THE BOARD VOTES TO ISSUE OUT EMERGENCY GRANTS TO TEACHER RETIREMENT SYSTEM OF TEXAS ANNUITANTS. APPLICANTS SUBMIT AN APPLICATION AND THE APPLICATION IS REVIEWED BY THE ASSIGNED COMMITTEE. DISBURSEMENTS ARE CLASSIFIED BY PROGRAM IN THE GENERAL LEDGER. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|
| TIM LEE | ||||||
| STATE COORDINATOR | $21,000 | $393,670 | $31,493 | $14,634 | $21,000 | $439,797 |
| ROSALIND JOHNSON | ||||||
| DEPUTY DIRECTOR | $185,631 | $14,850 | $847 | $201,328 | ||
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $319,467 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES WITH THE PREPARING CPA. |
| FORM 990, PAGE 6, PART VI, LINE 12C | COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS MONITORED AND ENFORCED AT THE BOARD MEETINGS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD OF TRUSTEES APPROVES THE COMPENSATION OF THE STATE COORDINATOR DURING THE ANNUAL BUDGET PROCESS. THE COMPENSATION IS BASED ON THE TIME AND EFFORT RELATED TO FOUNDATION BUSINESS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST. |
| FORM 990, PART X | EXPLANATION: THE AMOUNT REPORTED ON FORM 990, PART IX, LINE 7 REPRESENTS AN ALLOCATION THE THE TIME TEXAS RETIRED TEACHERS ASSOCIATION'S EMPLOYEES SPEND ON FOUNDATION MATTERS. TEXAS RETIRED TEACHERS FOUNDATION HAS NO EMPLOYEES OF ITS OWN. |
| FORM 990, PART XI, LINE 9 | PARTNERSHIP INCOME (TAX BASIS) -22,997 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEXAS RETIRED TEACHERS ASSOCIATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 313 E 12TH STREET SUITE 200 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510141585 | EIN |
| Primary Activities | MEMBERSHIP | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501C4 | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TWELFTH STREET LIMITED | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 313 EAST 12TH STREET STE 250 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030494855 | EIN |
| Primary Activities | RENTAL | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRTF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | UNRELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | $213,726 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,219,511 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| General Or Managing Partner | false | GeneralOrManagingPartnerInd |
| Ownership | 0.70000 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | 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 | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| TEXAS RETIRED TEACHERS ASSOCIATION | ||
| O | $40,000 | ACTUAL CASH |
| TEXAS RETIRED TEACHERS ASSOCIATION | ||
| M | $15,000 | ACTUAL CASH |
| TEXAS RETIRED TEACHERS ASSOCIATION | ||
| P | $7,485 | ACTUAL CASH |