2023-02-15T08:26:36-06:00 2022-03-31 742533381 JAYNES REITMEIER BOYD & THERRELL PC 5400 BOSQUE BLVD STE 600 WACO TX 767104459 990 2021-04-01 746054628 WACO FOUNDATION WACO 2547543404 800 WASHINGTON AVE WACO TX 76701 ASHLEY DULSKI EXECUTIVE DIRECTOR 2547543404 2023-02-10 1 ASHLEY DULSKI 999009999 NANCY A LIVINGSTON P00044678 2547764190 2023-02-10 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z ASHLEY DULSKI 45068784 0 X WWW.WACOFOUNDATION.ORG X 1958 TX AS THE COMMUNITY FOUNDATION SERVING MCLENNAN COUNTY, TEXAS, WACO FOUNDATION IS AN INDEPENDENT PUBLIC CHARITY THAT STEWARDS PHILANTHROPIC RESOURCES FROM INSTITUTIONAL AND INDIVIDUAL DONORS AND DIRECTS THEIR USE FOR THE BENEFIT OF COMMUNITY-BASED CHARITIES. THE GOAL OF WACO FOUNDATION IS TO INCREASE QUALITY OF LIFE IN THE GEOGRAPHIC AREA IT SERVES, MCLENNAN COUNTY. WACO FOUNDATION DEVOTES THE RESOURCES IN ITS CARE TO EFFORTS THAT IDENTIFY AND ADDRESS THE COMMUNITY'S GREATEST NEEDS. ACTIVITIES ARE GOVERNED BY A VOLUNTARY, ROTATING BOARD OF TRUSTEES COMPRISED OF PEOPLE FROM THE COMMUNITY, WHICH USES IT VARIANCE POWER TO ENSURE THAT THE INTERESTS OF THE ENTIRE COMMUNITY ARE THE FOCUS OF THE WORK AND THAT THE WORK REMAINS RELEVANT OVER TIME. 10 10 18 42 29403 28501 4050927 16042945 0 0 4380207 10414574 477362 28602 8908496 26486121 4645968 4797560 0 0 834934 981076 0 0 89227 1272889 1460965 6753791 7239601 2154705 19246520 115989579 132771840 448774 939335 115540805 131832505 X THE MISSION OF WACO FOUNDATION IS TO PROMOTE SOLUTIONS TO COMMUNITY CHALLENGES, STRENGTHEN LOCAL NONPROFITS, ENGAGE PHILANTHROPISTS AND MANAGE CHARITABLE ASSETS IN ORDER TO IMPROVE QUALITY OF LIFE IN MCLENNAN COUNTY. 0 0 614122 547276 28602 WACO FOUNDATION OPERATING FUND: THIS FUND IS THE ORGANIZATION'S PRIMARY COMPETITIVE GRANTMAKING FUND, PROVIDING GRANTS TO NONPROFITS THAT SERVE MCLENNAN COUNTY RESIDENTS, ALONG WITH OTHER FUNDS (DISCRETIONARY AND SELECTED FIELD OF INTEREST FUNDS) THAT SUPPORT OUR COMPETITIVE GRANT PROGRAM. THE FOUNDATION PROVIDES SUPPORT TO SEVERAL COMMUNITY-WIDE EFFORTS DESIGNED TO END SYSTEMIC POVERTY AND PROMOTE EDUCATION AND HEALTH. THE GRANTS MADE FROM OUR DISCRETIONARY PROGRAM BENEFITED OVER EIGHTEEN INSTITUTIONS AND ORGANIZATIONS, INCLUDING SMALL NONPROFITS, WHICH ADDRESS BASIC HUMAN NEEDS, TO LARGE INSTITUTIONS WORKING TO INTERVENE WITH SYSTEMIC ISSUES THAT LEAD TO POVERTY. 324754 168833 0 MAC COLLEGE MONEY PROGRAM: THIS FUND WAS ESTABLISHED TO PROVIDE 1ST AND 2ND YEAR GRANTS TO STUDENTS ATTENDING MCLENNAN COMMUNITY COLLEGE AND TEXAS STATE TECHNICAL COLLEGE IN MCLENNAN COUNTY. IN ADDITION, 3RD AND 4TH YEAR SCHOLARSHIPS ARE ALSO PROVIDED TO PREVIOUS GRANT RECIPIENTS WHO WANT TO CONTINUE THEIR EDUCATION AT ANY 4-YEAR COLLEGE WITHIN OR OUTSIDE THE MCLENNAN COUNTY AREA. DURING THE 2021 TAX YEAR, 378 MCLENNAN COUNTY SENIORS ENROLLED IN THE MAC COLLEGE MONEY PROGRAM. THE SENIOR MAC AND SCHOLARSHIPS COORDINATOR AND THE MAC AND SCHOLARSHIPS COORDINATOR OF THE PROGRAM ASSIST STUDENTS IN COMPLETING THEIR ANNUAL FAFSA IN ORDER TO ACCESS FEDERAL STUDENT AID GRANTS. 919166 2000 ORGANIZATIONAL MISSION" PROGRAM: THIS FUND PROVIDES GRANTS AND SERVICES THAT PROMOTE NONPROFIT AND PUBLIC SECTOR EFFORTS TO ADDRESS COMMUNITY CHALLENGES. PROGRAM ACTIVITIES INCLUDE, BUT ARE NOT LIMITED TO: (A) THE AWARD OF SMALL ASSISTANCE GRANTS TO HELP NONPROFITS SECURE NONPROFIT MANAGEMENT GUIDANCE, SERVICE OR EXPERTISE. THIS INCLUDES HELP FROM A PROFESSIONAL NONPROFIT CONSULTANT, TOPICAL TRAININGS (E.G. FUND DEVELOPMENT, PROPOSAL WRITING) OR PROFESSIONAL DEVELOPMENT COURSES; (B) PROVIDING ACCESS TO FIELD/SECTOR SPECIFIC EDUCATIONAL RESOURCES OR THE DELIVERY OF TRAININGS INTENDED TO SUPPORT COMMUNITY ORIENTED PROBLEM SOLVING AND SYSTEMS LEVEL STRATEGIZING (E.G. MEETING FACILITATION, RACIAL EQUITY)(C) THE CREATION, IDENTIFICATION, OR SHARING (VIA WEBSITES AND NEWSLETTERS) OF RESOURCES AND INFORMATION ON A VARIETY OF TOPICS INCLUDING BUT NOT LIMITED TO FUND DEVELOPMENT, FINANCIAL MANAGEMENT AND SUSTAINABILITY, LEADERSHIP, BEST PRACTICES IN NONPROFIT MANAGEMENT, RACIAL EQUITY. (D) THE DELIVERY OF A CIVIC/COMMUNITY -ORIENTED LEADERSHIP SKILLS DEVELOPMENT PROGRAM. (E) SUPPORTING EFFORTS TO ADDRESS EARLY CHILDHOOD QUALITY OF LIFE FACTORS 4326225 4079451 THIS INCLUDES ALL OTHER FUNDS OWNED AND MANAGED BY WACO FOUNDATION - 244 DESIGNATED, DONOR ADVISED, SCHOLARSHIP, FIELD OF INTEREST AND DISCRETIONARY FUNDS. TEN OF THE FOUNDATION'S DISCRETIONARY AND SELECT FIELD OF INTEREST FUNDS GAVE GRANTS TO ONE OF THE FOUNDATION'S PROGRAM FUNDS, THE ORGANIZATIONAL MISSION PROGRAM. 4326225 4079451 6184267 1 1 0 0 0 1 0 0 0 1 1 1 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 27 0 18 1 1 1 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X ASHLEY DULSKI 2547543404 800 WASHINGTON AVE WACO TX 76701 MALCOLM DUNCAN JR CHAIR 2.50 0.10 X X 0 0 0 SHERMAN AYRES VICE-CHAIR 2.50 0.10 X X 0 0 0 CHRIS MCSWAIN SECRETARY/TREASURER 2.50 0.10 X X 0 0 0 SOO BATTLE TRUSTEE 2.50 0.10 X 0 0 0 MIKE BIDWELL TRUSTEE 2.50 0.10 X 0 0 0 MONTE HULSE TRUSTEE 2.50 0.10 X 0 0 0 KRISTEN MYNAR TRUSTEE 2.50 0.10 X 0 0 0 MIKE RAYMOND TRUSTEE 2.50 0.10 X 0 0 0 MELLI WICKLIFF TRUSTEE 2.50 0.10 X 0 0 0 AARON ZIMMERMAN TRUSTEE 2.50 0.10 X 0 0 0 ASHLEY ALLISON DULSKI EXECUTIVE DIRECTOR 39.90 0.10 X 180152 0 22898 MARTHA STUHR DIRECTOR OF FINANCE 39.75 0.25 X 80907 0 7637 261059 0 30535 1 0 1 0 NEUBERGER BERMAN 1290 AVENUE OF THE AMERICAS NEW YORK NY 101040001 INVESTMENT MANAGEMENT AND ADVISORY FEES 288164 XOMAD LLC 3616 THE STRAND UNIT B MANHATTAN BEACH CA 70266 MISSION FUND CO-OP MARKETING ADVERTISING 128000 2 16042945 7557037 16042945 3189349 29403 3159946 25807888 18582663 7225225 7225225 7225225 INCOME FROM FEES CHARGED TO FUNDS 900099 28602 28602 28602 26486121 28602 29403 10385171 4502955 4502955 294605 294605 292218 120965 150278 20975 554224 280101 224600 49523 37910 17850 17248 2812 36387 12240 21023 3124 60337 28554 26746 5037 6737 1125 5612 30879 3737 27092 50 309424 3257 306167 248171 236884 11287 23800 3081 20689 30 52570 21821 23073 7676 80196 39276 40920 90577 37407 53170 2894 1447 1447 23323 12733 10590 462 462 7995 4272 3723 WORKSHOP/FACILITATED SE 551139 549279 1860 RECEPTIONS AND EVENTS 16816 3810 13006 DUES AND SUBSCRIPTIONS 8501 2328 6173 MISCELLANEOUS 7481 6540 941 7239601 6184267 966107 89227 200 198 8339620 8766200 163020 108777 167281 162826 1851 4455 96153653 111775730 11273408 12055461 57827 61019 115989579 132771840 52324 129725 396450 809610 448774 939335 X 54613435 57888562 60927370 73943943 115540805 131832505 115989579 132771840 19246520 -2954821 0 X X 0 1 X 1 0 X 3807805 5715014 7588586 4050927 6562582 27724914 3807805 5715014 7588586 4050927 6562582 27724914 3186122 24538792 944695 1074931 1120776 2913761 3189349 9243512 0 24149 49454 2203 29501 105307 37073733 108824 0.66190 0.72670 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: CASH DATE: 03/31/22 AMOUNT: 1800000. DESCRIPTION: CASH DATE: 03/31/22 AMOUNT: 7680363. DESCRIPTION: CASH AND SECURITIES DATE: 03/31/19 AMOUNT: 4706304. DESCRIPTION: CASH DATE: 03/31/19 AMOUNT: 3036194. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 78 166 4091615 11951330 173027 4624534 9101710 123670132 1 1 98496049 12701487 6985260 976997 2063360 115142439 72934647 411807 27500275 1608965 741715 98496049 81901646 1798741 -7069085 2948786 747869 72934647 75494427 7011977 1575559 1413921 766396 81901646 68623096 1965313 7049053 1451461 691574 75494427 0.36010 0.19980 0.44010 0 0 167281 162826 4455 4455 12055461 F 12055461 X PART V, LINE 4: THE ENDOWMENTS OF WACO FOUNDATION ARE INTENDED TO PROVIDE INCOME TO VARIOUS CHARITABLE ORGANIZATIONS AND ACTIVITIES IN MCLENNAN COUNTY, TEXAS AS WELL AS MAINTAIN THEIR REAL VALUE OVER TIME. SOME ENDOWED FUNDS ARE ESTABLISHED TO PROVIDE SUPPORT FOR SPECIFIC, DESIGNATED CHARITIES. OTHER FUNDS, ESTABLISHED FOR GENERAL CHARITABLE COMMUNITY BETTERMENT OR A SPECIFIC CHARITABLE FIELD OF INTEREST, WILL PROVIDE GRANTS OF INCOME TO DIFFERENT CHARITIES EVERY YEAR ACCORDING TO COMMUNITY NEEDS AND THE FINDINGS OF THE DELIBERATIONS OF THE ORGANIZATION'S BOARD OF TRUSTEES. PART X, LINE 2: THE FOUNDATION AND ITS SUPPORTING ORGANIZATION ARE EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC"). IN ACCORDANCE WITH IRC REGULATIONS, THE FOUNDATION IS TAXED ON UNRELATED BUSINESS INCOME, WHICH CONSISTS OF EARNINGS FROM ACTIVITIES NOT RELATED TO THE EXEMPT PURPOSE OF THE FOUNDATION. THE FOUNDATION ACCOUNTS FOR TAX UNCERTAINTIES BASED ON A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, WHEREBY TAX BENEFITS ARE ONLY RECOGNIZED WHEN THE FOUNDATION BELIEVES THAT THEY HAVE A GREATER THAN 50% LIKELIHOOD OF BEING SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE FOUNDATION HAS EVALUATED ALL ITS TAX POSITIONS AND DETERMINED THAT IT HAD NO UNCERTAIN INCOME TAX POSITIONS AS OF MARCH 31, 2022 . CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 8384131 0 0 0 0 0 0 8384131 0 8384131 0 0 1 1 0 0 PART III ACCOUNTING METHOD: 1 ABUNDANT HOPE MINISTRIES INC 1750 HWY 160 W STE 101-303 FORT MILL SC 29708 030603760 501(C)(3) 10000 0 UNDESIGNATED ACT LOCALLY WACO 5002 LAKELAND CIR B WACO TX 767102976 844430206 501(C)(3) 15000 0 OPERATING SUPPORT AMERICAN CANCER SOCIETY PO BOX 781449 SAN ANTONIO TX 78278 131788491 501(C)(3) 25000 0 PROGRAM-RELATED INVESTING AMERICAN GATEWAYS PO BOX 2405 WACO TX 76703 742578266 501(C)(3) 32000 0 IMMIGRANT SUPPORT ANGELO STATE UNIVERSITY - ATHLETIC DEPARTMENT ASU STATION 10899 SAN ANGELO TX 769090899 756002403 501(C)(3) 20000 0 UNDESIGNATED ANIMAL BIRTH CONTROL CLINIC INC 3238 CLAY AVE WACO TX 767111210 237110730 501(C)(3) 16800 0 UNDESIGNATED ANTIOCH MINISTRIES INTERNATIONAL 505 N 20TH ST WACO TX 76707 742671872 501(C)(3) 19274 0 UNDESIGNATED BAYLOR UNIVERSITY - UNIVERSITY ADVANCEMENT 1 BEAR PL UNIT 97026 WACO TX 767987026 741159753 501(C)(3) 61000 0 UNDESIGNATED BOSQUE MUSEUM PO BOX 345 CLIFTON TX 76634 237382016 501(C)(3) 7500 0 OPERATING SUPPORT BOSQUEVILLE METHODIST CHURCH TRUST FUND PO BOX 5340 WACO TX 76708 453128866 501(C)(3) 6000 0 OPERATING SUPPORT CALVARY CHAPEL CHURCH INC 2401 W CYPRESS CREEK RD FORT LAUDERDALE FL 33309 650879835 501(C)(3) 23285 0 UNDESIGNATED CAMERON PARK ZOOLOGICAL AND BOTANICAL SOCIETY 1703 N 4TH ST WACO TX 76707 741290001 501(C)(3) 23000 0 UNDESIGNATED CARITAS OF WACO 300 S 15TH ST WACO TX 76701 741711575 501(C)(3) 116835 0 UNDESIGNATED CATHOLIC FOUNDATION - DIOCESE OF AUSTIN 6225 HWY 290 E AUSTIN TX 787231025 263929913 501(C)(3) 10000 0 CAPITAL CAMPAIGN CEN-TEX HISPANIC CHAMBER OF COMMERCE 915 LA SALLE WACO TX 76706 742330399 501(C)(3) 25000 0 CEO SALARY INCREASE CENTRAL PRESBYTERIAN CHURCH 9191 WOODWAY DR WACO TX 76712 741143049 501(C)(3) 10448 0 UNDESIGNATED CENTRAL TEXAS FOOD BANK INC 6500 METROPOLIS DRIVE AUSTIN TX 78744 742217350 501(C)(3) 7125 0 OPERATING SUPPORT CENTRAL TEXAS SENIOR MINISTRY PO BOX 85 WACO TX 76703 741776447 501(C)(3) 17359 0 OPERATING SUPPORT CITY OF REFUGE CHURCH INC PO BOX 152103 SAN DIEGO CA 92195 330788085 501(C)(3) 24000 0 UNDESIGNATED CITY OF WACO - CITY MANAGER PO BOX 2570 WACO TX 767022570 746002468 CITY OF WACO 9588 0 UNDESIGNATED COMMUNITY DOULAS OF WACO 4300 W WACO DR STE B2 228 WACO TX 76710 833463594 501(C)(3) 40000 0 OPERATING SUPPORT COMPASSION MINISTRIES OF WACO INC 1421 AUSTIN AVE WACO TX 76701 742698244 501(C)(3) 23000 0 ANNUAL CAMPAIGNS CONGREGATION AGUDATH JACOB 4925 HILLCREST DR WACO TX 76710 741200140 501(C)(3) 21170 0 OPERATING SUPPORT CONNECTED NATION INC PO BOX 3448 BOWLING GREEN KY 42102 611394934 501(C)(3) 685333 0 OPERATING SUPPORT COUNCIL ON FOUNDATIONS 1255 23RD STREET NW SUITE 200 WASHINGTON DC 20037 136068327 501(C)(3) 5500 0 ANNUAL DUES CREATIVE WACO PO BOX 1104 WACO TX 76703 473755745 501(C)(3) 15250 0 ARTPRENTICESHIP 2022 CULTURAL ARTS OF WACO 814 ELM AVE WACO TX 76704 050616886 501(C)(3) 55789 0 EXHIBITIONS DAYSPRING BAPTIST CHURCH 7900 RENEWAL WAY WOODWAY TX 76712 742688779 501(C)(3) 8884 0 UNDESIGNATED DR PEPPER MUSEUM AND FREE ENTERPRISE INSTITUTE 300 S 5TH ST WACO TX 76701 742497117 501(C)(3) 10000 0 PROGRAM DEVELOPMENT EL CALVARIO PRESBYTERIAN CHURCH 3100 N 19TH WACO TX 76708 742220838 501(C)(3) 5482 0 BUILDING/RENOVATION FAMILY ABUSE CENTER PO BOX 20395 WACO TX 76702 742080943 501(C)(3) 24250 0 ANNUAL CAMPAIGNS FELLOWSHIP OF CHRISTIAN ATHLETES 2911 HERRING WACO TX 76708 440610626 501(C)(3) 7000 0 UNDESIGNATED FIRST BAPTIST CHURCH OF GLEN ROSE 201 WEST GIBBS BLVD GLEN ROSE TX 76043 751735924 501(C)(3) 16000 0 UNDESIGNATED FIRST PRESBYTERIAN CHURCH 1100 AUSTIN AVE WACO TX 76701 741207555 501(C)(3) 19450 0 UNDESIGNATED FIRST PRESBYTERIAN CHURCH 211 S AVE G CLIFTON TX 76634 741597398 501(C)(3) 10200 0 UNDESIGNATED FUZZY FRIENDS RESCUE PO BOX 20966 WACO TX 76702 752699210 501(C)(3) 24850 0 UNDESIGNATED GRASSROOTS COMMUNITY DEVELOPMENT 1624 COLCORD AVENUE WACO TX 76707 742995407 501(C)(3) 35344 0 UNDESIGNATED GREATER WACO LEGAL SERVICES PO BOX 689 WACO TX 767030689 814815182 501(C)(3) 5500 0 UNDESIGNATED HEART OF TEXAS COMMUNITY HEALTH CENTER INC DBA WACO FAMILY MEDICINE 1600 PROVIDENCE DR WACO TX 76707 742446071 501(C)(3) 402600 0 CAPITAL CAMPAIGN HEART OF TEXAS REGION MHMR CENTER DBA HEART OF TEXAS BEHAVIORAL HEALTH NET PO BOX 890 WACO TX 767030890 741622958 501(C)(3) 60000 0 CAPITAL CAMPAIGN HISTORIC WACO 810 S 4TH ST WACO TX 76706 741563772 501(C)(3) 73471 0 OPERATING SUPPORT HOPE PREGNANCY CENTERS INC DBA HOPE WOMEN'S CENTERS 6555 POWERLINE ROAD STE 308 FORT LAUDERDALE FL 33309 650213258 501(C)(3) 40000 0 UNDESIGNATED HUMANE SOCIETY CENTRAL TEXAS 2032 CIRCLE RD WACO TX 76706 742355124 501(C)(3) 23869 0 OPERATING SUPPORT JEWISH FEDERATION OF WACO PO BOX 8031 WACO TX 76714 741167963 501(C)(3) 44873 0 OPERATING SUPPORT KEEP WACO BEAUTIFUL INC 502-B AUSTIN AVE WACO TX 76701 742164352 501(C)(3) 27035 0 OPERATING SUPPORT KLARAS CENTER FOR FAMILIES 1105 W JEFFERSON WACO TX 76701 741622958 501(C)(3) 47057 0 PROGRAM DEVELOPMENT KWBU - BRAZOS VALLEY PUBLIC BROADCASTING FOUNDATION 1 BEAR PL UNIT 97296 WACO TX 767987296 742674611 501(C)(3) 32100 0 ANNUAL CAMPAIGNS LAKE SHORE BAPTIST CHURCH 5801 BISHOP DR WACO TX 767102713 742769146 501(C)(3) 16543 0 UNDESIGNATED MCLENNAN COMMUNITY COLLEGE 1400 COLLEGE DR WACO TX 76708 741541260 501(C)(3) 22610 0 SCHOLARSHIP FUNDS MCLENNAN COMMUNITY COLLEGE FOUNDATION 1400 COLLEGE DR WACO TX 76708 742550278 501(C)(3) 47430 0 PROGRAM DEVELOPMENT MCLENNAN COMMUNITY INVESTMENT FUND 225 SOUTH FIFTH STREET WACO TX 76701 844371176 501(C)(3) 18000 0 OPERATING SUPPORT MCMURRY UNIVERSITY 1 MCMURRY UNIVERSITY 188 ABILENE TX 79697 750855633 501(C)(3) 50000 0 OPERATING SUPPORT MEALS ON WHEELS WACO 501 W WACO DRIVE WACO TX 76707 741776447 501(C)(3) 10000 0 UNDESIGNATED MISSION WACO MISSION WORLD INC 1315 N 15TH ST WACO TX 76707 742605621 501(C)(3) 19100 0 EMERGENCY FUNDS PARKS AND WILDLIFE FOUNDATION OF TEXAS INC 2914 SWISS AVE DALLAS TX 75204 742602504 501(C)(3) 15000 0 OPERATING SUPPORT; CAPITAL CAMPAIGN PIPER CHILD DEVELOPMENT CENTER 315 WASHINGTON AVENUE WACO TX 76707 741159753 501(C)(3) 9240 0 UNDESIGNATED PLANNED PARENTHOOD OF GREATER TEXAS INC 7424 GREENVILLE AVE STE 206 DALLAS TX 75231 521243220 501(C)(3) 90122 0 PROGRAM DEVELOPMENT PROSPER WACO 1105 WOODED ACRES DR SUITE 400 WACO TX 76710 465714986 501(C)(3) 52864 0 OPERATING SUPPORT PROVIDENCE FOUNDATION INC 6901 MEDICAL PKWY WACO TX 76712 742683112 501(C)(3) 99500 0 OPERATING SUPPORT PROVIDENCE HOSPICE 6700 SANGER AVE WACO TX 76710 752653292 501(C)(3) 7500 0 UNDESIGNATED PUBLIC PROTECTION CABINET 500 MERO STREET 218 NC FRANKFORT KY 40601 610600439 STATE OF KENTUCKY 20773 0 EMERGENCY FUNDS RE-ENGAGED MINISTRIES PO BOX 216 PENNS PARK PA 18943 473565011 501(C)(3) 15000 0 UNDESIGNATED SEVENTH AND JAMES BAPTIST CHURCH 602 JAMES AVE WACO TX 767061476 741157369 501(C)(3) 6499 0 OPERATING SUPPORT START UP WACO 605 AUSTIN AVENUE WACO TX 76701 822094253 501(C)(3) 200000 0 OPERATING SUPPORT ST PAUL'S EPISCOPAL CHURCH 601 COLUMBUS AVE WACO TX 76701 741109762 501(C)(3) 9400 0 UNDESIGNATED ST PETER CATHOLIC STUDENT CENTER WACO TEXAS 1415 S 9TH ST WACO TX 76706 742693453 501(C)(3) 10000 0 OPERATING SUPPORT ST VLADIMIR'S ORTHODOX THEOLOGICAL SEMINARY 575 SCARSDALE RD YONKERS NY 10707 131656625 501(C)(3) 22000 0 OPERATING SUPPORT SUN VALLEY WRITERS' CONFERENCE INC PO BOX 551 MONTEREY CA 93942 820496196 501(C)(3) 14000 0 UNDESIGNATED TALITHA KOUM INSTITUTE (CROSSTIES MINISTRIES) PO BOX 2202 WACO TX 76703 752849153 501(C)(3) 14900 0 UNDESIGNATED TEMPLE RODEF SHOLOM 1717 N NEW RD WACO TX 76707 741690262 501(C)(3) 6000 0 UNDESIGNATED TEXAS COMMITTEE OF THE NATIONAL MUSEUM OF WOMEN IN THE ARTS 2001 KIRBY DR STE 909 HOUSTON TX 77019 752137005 501(C)(3) 5300 0 OPERATING SUPPORT TEXAS TRIBUNE INC 919 CONGRESS AVE 6TH FLOOR AUSTIN TX 78701 264527097 501(C)(3) 10250 0 UNDESIGNATED THE ARC OF MCLENNAN COUNTY 4901 LAKEWOOD DR WACO TX 76710 746023028 501(C)(3) 153400 0 OPERATING SUPPORT THE COVE HEART OF TEXAS PO BOX 1956 WACO TX 76703 474864862 501(C)(3) 25003 0 UNDESIGNATED THE SALVATION ARMY - WACO CORPS 4721 W WACO DR WACO TX 76710 580660607 501(C)(3) 14776 0 EMERGENCY FUNDS THE TSTC FOUNDATION 3801 CAMPUS DR WACO TX 76705 752892470 501(C)(3) 10471 0 SCHOLARSHIPS TO INDIVIDUALS TRANSFORMATION WACO 3005 EDNA AVE WACO TX 767081849 830546031 501(C)(3) 33106 0 OPERATING SUPPORT TRINITY SPORTS ORGANIZATION 1020 ELM AVENUE 700 WACO TX 76704 814286143 501(C)(3) 221000 0 BUILDING/RENOVATION UNBOUND WACO 4300 W WACO DR STE 2 BLDG B - 244 WACO TX 76710 844960264 501(C)(3) 22500 0 UNDESIGNATED UNITED WAY OF WACO-MCLENNAN COUNTY PO 7634 WACO TX 76714 741189027 501(C)(3) 12383 0 OPERATING SUPPORT UNIVERSITY OF NOTRE DAME 1251 N EDDY ST STE 300 SOUTH BEND IN 46617 350868188 501(C)(3) 300000 0 OPERATING SUPPORT VALOR PREPARATORY ACADEMY 4600 SANGER AVENUE WACO TX 76710 463834044 501(C)(3) 35500 0 BUILDING/RENOVATION VANGUARD FOUNDATION 2517 MT CARMEL DR WACO TX 76710 742644342 501(C)(3) 131026 0 SCHOLARSHIP FUNDS WACO CIVIC THEATRE INC 1517 LAKE AIR WACO TX 76710 741467606 501(C)(3) 12500 0 CRITICAL NEED WACO CREATIVE ART CENTER PO BOX 114 WACO TX 767030114 741721811 501(C)(3) 107600 0 UNDESIGNATED WACO FAMILY PRACTICE FOUNDATION 1600 PROVIDENCE DR WACO TX 767072261 742446071 501(C)(3) 25000 0 BUILDING/RENOVATION WACO HABITAT FOR HUMANITY 220 N 11TH ST WACO TX 76701 752130884 501(C)(3) 35951 0 BUILDING/RENOVATION WACO HABITAT FOR HUMANITY INC 220 N 11TH STREET WACO TX 76701 752130884 501(C)(3) 13887 0 SIGN; OPERATING SUPPORT WACO ISD EDUCATION FOUNDATION PO BOX 2369 WACO TX 76703 742728765 501(C)(3) 20000 0 SCHOLARSHIP FUNDS WACO-MCLENNAN COUNTY PUBLIC HEALTH DISTRICT 225 W WACO DR WACO TX 76707 746002468 MCLENNAN COUNTY 6560 0 OPERATING SUPPORT WHITEHAVEN CANINE EVALUATORS 4724 HODDE DR STE 134 WACO TX 76710 852368555 501(C)(3) 40000 0 CAPITAL CAMPAIGN WISD BUSINESS & SUPPORT SERVICES PO BOX 27 WACO TX 76703 746002532 CITY OF WACO 47249 0 OPERATING SUPPORT 92 0 SCHOLARSHIPS PAID TO INDIVIDUALS 112 294605 PART I, LINE 2: EACH GRANT RECIPIENT IS SENT A COPY OF THEIR AWARD LETTER AND CONTRACT OUTLINING THE TERMS OF THE GRANT AWARD AND INSTRUCTIONS ON HOW TO REQUEST DISBURSEMENTS. THE SENIOR DIRECTOR OF COMMUNITY INVESTMENT AND OPERATIONS SCHEDULES A MEETING WITH THE RECIPIENT IF FURTHER EXPLANATION IS REQUIRED. THE SIGNED CONTRACT MUST BE RETURNED TO WACO FOUNDATION BEFORE THE FIRST DRAW CAN BE MADE. TYPICALLY, TO ACCESS THE FUNDS, THE ORGANIZATION MUST SUBMIT A CHECK REQUEST AND EXPENSE DOCUMENTATION OF WHEN, WHERE AND HOW THE MONEY WAS SPENT. THE SENIOR DIRECTOR OF COMMUNITY INVESTMENT AND OPERATIONS REVIEWS AND APPROVES THE CHECK REQUESTS AND DOCUMENTATION; AND ANY DISCREPANCIES BETWEEN HOW THE MONEY WAS SPENT AND WHAT FUNDS WERE ALLOTTED FOR ARE IMMEDIATELY ADDRESSED. DUE TO COVID-19, THE FOUNDATION ADJUSTED ITS GRANTMAKING TO INCLUDE SOME ADVANCE PAYMENTS FOR SPECIFIC EXPENSES (AGREED UPON WITH THE APPLICANT AS PART OF THEIR APPLICATION OR CORRESPONDENCE WITH STAFF). EACH "ADVANCED FUNDS" GRANTEE AGREED, VIA CONTRACT TERMS, TO COMPLY WITH USING FUNDS AS DESCRIBED AND ALSO PROVIDE PROOF OF USE. THE SENIOR DIRECTOR OF COMMUNITY INVESTMENT AND OPERATIONS MAINTAINS THE GRANT FILES. DEPENDING ON THE LENGTH OF THE PROJECT, ORGANIZATIONS MAY BE REQUIRED TO COMPLETE AN INTERIM EVALUATION REPORT SIX MONTHS AFTER THE GRANT HAS BEEN AWARDED (AN INTERIM REPORT IS NOT ALWAYS REQUIRED FOR SHORTER TERM GRANTS). ALL GRANTEES MUST SUBMIT A CLOSE-OUT REPORT UPON FINAL DRAW. THE TRUSTEES RECEIVE COPIES OF INTERIM AND CLOSE OUT GRANT REPORTS, EXPLAINING HOW FUNDS WERE USED. IN ADDITION, THE BOARD REVIEWS A LIST OF GRANT CHECKS WRITTEN AND ARE APPRISED OF ANY REQUESTS FOR REALLOCATION OR RESCISSION OF FUNDS. X X X 0 0 0 0 0 0 0 0 0 ASHLEY ALLISON DULSKI EXECUTIVE DIRECTOR 180152 0 0 0 0 0 18015 0 4883 0 203050 0 0 0 X 15 7557037 AVG HIGH/LOW VALUES 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE DIRECTOR OF FINANCE EMAILS TO THE BOARD OF TRUSTEES A COPY OF THE COMPLETED, UNFILED FORM 990, WITH AN EXPLANATION OF THE MOST IMPORTANT ITEMS OF INTEREST ON THE FORM. THE BOARD REVIEWS THE FORM 990 AND ASKS ANY QUESTIONS ABOUT ITS CONTENTS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST ARE DETERMINED AND REVIEWED ON THE LEVELS OF EXECUTIVE DIRECTOR, COMMITTEE MEMBERS AND BOARD MEMBERS. IF THERE IS REASON TO BELIEVE THAT A MEMBER HAS FAILED TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICT OR DUALITY OF INTEREST, THEY WILL BE GIVEN AN OPPORTUNITY TO EXPLAIN. UPON FURTHER INVESTIGATION, THE BOARD OR COMMITTEE MAY TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION, WHICH MAY RESULT IN THE REMOVAL OF THAT PERSON FROM THEIR BOARD POSITION, OR TERMINATION OF EMPLOYMENT, IF AN EMPLOYEE. IF A MEMBER DISCLOSES A CONFLICT OR DUALITY OF INTEREST, THEY ARE ALLOWED TO REMAIN IN THE BOARD MEETING DURING DISCUSSIONS, BUT ARE REQUIRED TO ABSTAIN FROM VOTING ON THE SUBJECT. FORM 990, PART VI, SECTION B, LINE 15 IN DETERMINING THE EXECUTIVE DIRECTOR SALARY, THE BOARD USES THE COUNCIL ON FOUNDATION SALARY SURVEY, WHICH HAS INFORMATION ON EXECUTIVES FROM OTHER FOUNDATIONS AND INCLUDES COMPARISON DATA RELATED TO SIMILAR ASSET SIZE AND DIFFERENCES IN WAGE RATES BASED ON GEOGRAPHY. WACO FOUNDATION CONSIDERS FOR COMPARISON COMMUNITY FOUNDATIONS IN THE 100 TO 250 MILLION ASSET RANGE AND THAT ARE LOCATED IN THE SOUTHWEST REGION OF THE UNITED STATES. A COMPENSATION PACKET, WHICH INCLUDES INFORMATION ON EXECUTIVE PERFORMANCE, IS REVIEWED BY THE EXECUTIVE COMMITTEE PRIOR TO THE BOARD VOTE ON SALARIES, AND IS MAINTAINED AS A PART OF THE ORGANIZATIONAL RECORDS. INPUT FROM THE FULL BOARD IS OBTAINED THROUGH FORMAL ONLINE SURVEYS OF OBJECTIVE CRITERIA OR THROUGH THE CHAIRMAN POLLING OF BOARD MEMBERS VIA TELEPHONE CALLS AND MEETINGS. THIS PROCESS IS PERFORMED ANNUALLY. THE PROCESS FOR SETTING ALL OTHER EMPLOYEE SALARIES IS BASED ON THE SAME SALARY SURVEY AND AN ANNUAL PERFORMANCE REVIEW. ALL SALARIES ARE APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 18 THE FOUNDATION'S FORM 1023 IS AVAILABLE UPON REQUEST. OUR MOST RECENTLY FILED FORM 990 IS AVAILABLE ON GUIDESTAR AND UPON REQUEST, AND OUR MOST RECENTLY FILED FORM 990T IS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS. 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