BETA

GREATER TAYLOR FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
GREATER TAYLOR FOUNDATION (EIN 87-3682838)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-17
IRS object ID
202402929349300300
Schema version
2023v5.1
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

FieldValueIRS element (for citing)
Return2024-10-17T22:33:10-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN463330935PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1AVENSON HAMANN CPAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17421 BURNET ROAD 522AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78757ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN873682838EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GREATER TAYLOR FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGREABusinessNameControlTxt
Phone5127630779PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11519 N MAIN STREETAddressLine1Txt
CityTAYLORCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76574ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDIANA PHILLIPSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5127630779PhoneNum
Signature2024-10-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKARA HAMANNPreparerPersonNm
PTINP00268440PTIN
Phone5126939131PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDIANA PHILLIPSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11519 N MAIN STREETAddressLine1Txt
CityTAYLORCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76574ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,198,181GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressGREATERTAYLORFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2021FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionTHE GREATER TAYLOR FOUNDATION, ESTABLISHED IN 2022, LAUNCHED IMPACT TAYLOR IN 2023. PHASE ONE OF THE INITIATIVE WAS A COMMUNITY NEEDS ASSESSMENT CONDUCTED BY CRESCENDO CONSULTANT GROUP TO ASSESS AND UNDERSTAND THE NEEDS AND CHALLENGES FACED BY TAYLOR RESIDENTS AND IDENTIFY SERVICE GAPS AND AREAS REQUIRING ATTENTION. PHASE 2 OF THE INITIATIVE WILL KICK OFF IN 2024 WITH THE EMPHASIZE ON COMMUNITY INVOLVEMENT AND COLLECTIVE PROBLEM-SOLVING.. THE FINAL PHASE WILL KICK OFF IN 2025 AND INVOLVES A GRANT-MAKING PROCESS FOR LOCAL ORGANIZATIONS AND INITIATIVES THAT ADDRESS THE IDENTIFIED NEEDS ENSURING THAT RESOURCES ARE DIRECTED TOWARDS IMPACTFUL PROJECTS THAT BENEFIT THE COMMUNITY..GOALS AND IMPACT:1) ADDRESSING SERVICE GAPS: BY IDENTIFYING AND ADDRESSING GAPS IN SERVICES, THE INITIATIVE AIMS TO IMPROVE THE OVERALL WELL-BEING OF TAYLOR RESIDENTS.2) ENHANCING QUALITY OF LIFE: THE INITIATIVE FOCUSES ON CREATING A BETTER LIVING ENVIRONMENT THROUGH TARGETED INTERVENTIONS AND SUPPORT.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$56,200PYContributionsGrantsAmt
CY Contributions Grants$1,182,515CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income-$1,137CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$56,200PYTotalRevenueAmt
CY Total Revenue$1,181,378CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$103,574CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$864CYTotalFundraisingExpenseAmt
PY Other Expenses$38,752PYOtherExpensesAmt
CY Other Expenses$45,996CYOtherExpensesAmt
PY Total Expenses$38,752PYTotalExpensesAmt
CY Total Expenses$149,570CYTotalExpensesAmt
PY Revenues Less Expenses$17,448PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,031,808CYRevenuesLessExpensesAmt
Total Assets BOY$38,752TotalAssetsBOYAmt
Total Assets EOY$1,121,980TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,553TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$38,752NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,113,427NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO IMPROVE THE QUALITY OF LIFE IN THE TAYLOR, TX AREA THROUGH THE DEVELOPMENT OF PHILANTHROPIC GIVING, RESPONSIBLE GRANT MAKING, PROFESSIONAL STEWARDSHIP AND COLLABORATIVE LEADERSHIP.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$121,934ExpenseAmt
Grant$103,574GrantAmt
DescCOMMUNITY CONNECTIONS & COLLABORATIONS, ECONOMIC WELLBEING, FOOD INSECURITY, HOUSING, MENTAL HEALTH, CHILDCARE AND EARLY EDUCATION. KEY ASPECTS OF THE IMPACT COUNCILS:1. COMMUNITY NEEDS ASSESSMENT: IN ADDITION TO THE CNA, EACH COUNCIL CONDUCTS THOROUGH ASSESSMENTS AROUND THE BARRIERS WITHIN THE COMMUNITY.2. COMMUNITY ENGAGEMENT: THEY WORK CLOSELY WITH LOCAL ORGANIZATIONS, RESIDENTS, AND STAKEHOLDERS TO DEVELOP AND IMPLEMENT SOLUTIONS.3. GRANT-MAKING: THE COUNCILS WILL OVERSEE THE DISTRIBUTION OF GRANTS TO SUPPORT PROJECTS AND INITIATIVES THAT ALIGN WITH THEIR FOCUS AREAS.THESE COUNCILS ENSURE THAT THE FOUNDATION'S EFFORTS ARE TARGETED AND EFFECTIVE, MAKING A MEANINGFUL IMPACT ON THE COMMUNITY. THIS INITIATIVE AIMS TO FOSTER COMMUNITY DEVELOPMENT AND ENSURE THAT TAYLOR REMAINS A GREAT PLACE TO LIVE. IN ADDITION TO THE COLLECTIVE IMPACT WORK, THE FOUNDATION CONDUCTS GIVE TAYLOR, AN ONLINE GIVING CAMPAIGN HELD ON THE TUESDAY AFTER THANKSGIVING FOR ALL 501(C)(3) ORGANIZATIONS IN TAYLOR AS PART OF THE GLOBAL GIVING TUESDAY MOVEMENT.THE FOUNDATION CONVENES THE COMMUNITY AROUND KEY ISSUES, WORKING COLLABORATIVELY AND WITH DIVERSE STAKEHOLDERS INCLUDING NONPROFITS, INSTITUTIONS, HIGHER ED, FAITH BASED, BUSINESS AND RESIDENTS TO PROVIDE POSITIVE LASTING CHANGE FOR A BRIGHTER FUTURE FOR ALL WHO LIVE IN TAYLOR.Desc
Total Program Service Expenses$121,934TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DIANA PHILLIPSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5127630779PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11519 N MAIN STREETAddressLine1Txt
CityTAYLORCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76574ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DIANA PHILLIPS
BOARD CHAIR20.00Yes (X)Yes (X)$0$0$0
ROSEMARY HAUSER
VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
SAM DOWDY
SECRETARY1.00Yes (X)Yes (X)$0$0$0
RYAN STIBA
TREASURER1.00Yes (X)Yes (X)$0$0$0
EBBY GREEN
DIRECTOR1.00Yes (X)$0$0$0
KEITH HAGLER
DIRECTOR1.00Yes (X)$0$0$0
ED KOMANDOSKY
DIRECTOR1.00Yes (X)$0$0$0
RANDALL PICK
DIRECTOR1.00Yes (X)$0$0$0
CHERYL WEBSTER
DIRECTOR1.00Yes (X)$0$0$0
SUSAN R FAYKUS
DIRECTOR1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$5,000GovernmentGrantsAmt
All Other Contributions$1,177,515AllOtherContributionsAmt
Noncash Contributions$1,015,110NoncashContributionsAmt
Total Contributions$1,182,515TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,666TotalRevenueColumnAmt
Exclusion$15,666ExclusionAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$16,803SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$16,803SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$16,803TotalRevenueColumnAmt
Exclusion-$16,803ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,181,378TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$1,137ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$95,574TotalAmt
Program Services$95,574ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$8,000TotalAmt
Program Services$8,000ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,950TotalAmt
Management And General$2,950ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$10,288TotalAmt
Management And General$10,288ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$21,382TotalAmt
Program Services$11,495ProgramServicesAmt
Management And General$9,887ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$431TotalAmt
Program Services$431ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,763TotalAmt
Program Services$1,039ProgramServicesAmt
Management And General$1,860ManagementAndGeneralAmt
Fundraising$864FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,725TotalAmt
Program Services$1,725ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,394TotalAmt
Program Services$3,394ProgramServicesAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$180TotalAmt
Program Services$180ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$96TotalAmt
Program Services$96ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,787TotalAmt
Management And General$1,787ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$149,570TotalAmt
Program Services$121,934ProgramServicesAmt
Management And General$26,772ManagementAndGeneralAmt
Fundraising$864FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$38,752BOYAmt
EOY$44,422EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$1,077,558EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$38,752BOYAmt
EOY$1,121,980EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
EOY$8,553EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$8,553EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$38,752BOYAmt
EOY$1,113,427EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$38,752BOYAmt
EOY$1,113,427EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$38,752BOYAmt
EOY$1,121,980EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,031,808ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$42,867NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$56,200CurrentTaxYearMinus1YearAmt
Current Tax Year$1,182,515CurrentTaxYearAmt
Total$1,238,715TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$56,200CurrentTaxYearMinus1YearAmt
Current Tax Year$1,182,515CurrentTaxYearAmt
Total$1,238,715TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,095,022SubstantialContributorsTotAmt
Public Support Total170$143,693PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$15,665CurrentTaxYearAmt
Total$15,665TotalAmt
FieldValueIRS element (for citing)
Total Support$1,254,380TotalSupportAmt
First5 Years170Yes (X)First5Years170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held4DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$1,087,015DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$40,900DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$1,077,558DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Contributions$1,015,110ContributionsAmt
Investment Earnings Or Losses$38,790InvestmentEarningsOrLossesAmt
Grants Or Scholarships$10,000GrantsOrScholarshipsAmt
Administrative Expenses$7,520AdministrativeExpensesAmt
End Year Balance$1,036,380EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART V, LINE 4:FormAndLineReferenceDesc
ExplanationENDOWMENT DISTRIBUTIONS SUPPORT CHARITABLE ORGANIZATIONS PROVIDING SERVICES IN TAYLOR THAT WERE FORMERLY SUPPORTED BY THE JOHN WEHBY ESTATE.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1TAYLOR CHAMBER OF COMMERCEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11519 N MAIN STREETAddressLine1Txt
CityTAYLORCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76574ZIPCd
FieldValueIRS element (for citing)
Recipient EIN740934175RecipientEIN
IRC Section501C6IRCSectionDesc
Cash Grant$0CashGrantAmt
Non Cash Assistance$65,870NonCashAssistanceAmt
Valuation Method UsedCOSTValuationMethodUsedDesc
Non Cash AssistanceCONTRACTED SERVICESNonCashAssistanceDesc
Purpose Of GrantMEETING SPACE RENOVATIONS TO FOSTER COMMUNITY CONNECTIONS AND COLLABORATIONSPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeCOLLEGE SCHOLARSHIPSGrantTypeTxt
Recipient8RecipientCnt
Cash Grant$8,000CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationASSISTANCE TO INDIVIDUALS: SCHOLARSHIP APPLICANTS APPLY ONLINE. A COMMITTEE REVIEWS, EVALUATES AND SCORES APPLICATIONS ACCORDING TO SCHOLARSHIP POLICIES. ONCE THE SCHOLARSHIP RECIPIENTS ARE DETERMINED, THE FOUNDATION MAKES PAYMENT DIRECTLY TO THE UNIVERSITIES. ASSISTANCE TO ENTITIES: A COMMITTEE MADE UP OF CHAMBER MEMBERS AND FOUNDATION MEMBERS PROVIDED OVERSIGHT FOR THE PROJECT. COMMITTEE RESPONSIBILITIES INCLUDED: - ESTABLISHING A BUDGET AND WORK TIMELINE - SOLICITING BIDS - APPROVING CONTRACTORS - PAYING CONTRACTORS UPON RECEIPT OF INVOICES FOR COMPLETION OF WORKExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$1,015,110NoncashContributionsRptF990Amt
Method Of Determining RevenuesMARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 4THE BYLAWS WERE AMENDED TO INCLUDE A NONDISCRIMINATION POLICY AND A CEO REVIEW PROCESS.
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD CHAIR WILL REVIEW THE 990 AND DISTRIBUTE THE 990 TO BOARD MEMBERS PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CIN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD OF DIRECTORS. THE INTERESTED PERSON SHALL LEAVE THE BOARD MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTERESTED IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD MEMBERS SHALL DECIDE IF A CONFLICE OF INTEREST EXISTS. IF THE BOARD OF DIRECTORS HAS A REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD OF DIRECTORS DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION.
FORM 990, PART VI, SECTION C, LINE 19ALL REQUIRED DOCUMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11GCONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 10,375. MANAGEMENT AND GENERAL EXPENSES 9,887. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,262. INCENTIVES: PROGRAM SERVICE EXPENSES 1,120. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,120.

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