SANTANDER CONSUMER USA INC FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SANTANDER CONSUMER USA INC FOUNDATION (EIN 20-1519185)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202511349349105186
- Schema version
- 2024v5.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T19:17:47-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 UNION STREET SUITE 2800 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201519185 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTANDER CONSUMER USA INC FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANT | BusinessNameControlTxt |
| Phone | 8002224227 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 ELM STREET 800 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICH WALDEN | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4696008431 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHRYN OKIMOTO | PreparerPersonNm |
| PTIN | P00746598 | PTIN |
| Phone | 2069134000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,381,778 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $863,355 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $863,355 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $863,355 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $863,355 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,064 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,064 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,736,661 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,736,661 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,751,725 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,736,661 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,888,370 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $863,355 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $570,010 | CashBOYAmt |
| Cash EOY | $39,905 | CashEOYAmt |
| Cash EOYFMV | $39,905 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $31,700,138 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,341,873 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,341,873 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $32,270,148 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,381,778 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,381,778 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $32,270,148 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $12,381,778 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,270,148 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,381,778 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,270,148 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,381,778 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,270,148 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,888,370 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,381,778 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,381,778 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,001 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,001 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,001 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $13,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,499 | OverpaymentAmt |
| Applied To ES Tax | $1,499 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CRAIG GOSSETT | IndividualWithBooksNm |
| Phone | 4696008431 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 ELM STREET SUITE 800 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER PFIRRMAN | ||||||||
| 1601 ELM STREET SUITE 800 | DALLAS | TX | 75201 | DIRECTOR AND PREDIDENT | 1.00 | $0 | $0 | $0 |
| SUZANNE MASSEY | ||||||||
| 1601 ELM STREET SUITE 800 | DALLAS | TX | 75201 | VICE PRES & ASST SECTY (THRU 3/27/24) | 1.00 | $0 | $0 | $0 |
| WENDY GONZALEZ | ||||||||
| 1601 ELM STREET SUITE 800 | DALLAS | TX | 75201 | VICE PRES & SECTY (THRU 7/5/24) | 1.00 | $0 | $0 | $0 |
| ERIK LANEY | ||||||||
| 1601 ELM STREET SUITE 800 | DALLAS | TX | 75201 | DIRECTOR & TREASURER | 0.10 | $0 | $0 | $0 |
| BETTY JOTANOVIC | ||||||||
| 1601 ELM STREET SUITE 800 | DALLAS | TX | 75201 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| DONALD SMITH | ||||||||
| 1601 ELM STREET SUITE 800 | DALLAS | TX | 75201 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| RL PRASAD | ||||||||
| 1601 ELM STREET SUITE 800 | DALLAS | TX | 75201 | DIRETOR (THRU 09/01/24) | 0.10 | $0 | $0 | $0 |
| RICH WALDEN | ||||||||
| 1601 ELM STREET SUITE 800 | DALLAS | TX | 75201 | VICE PRESIDENT (AS OF 04/08/24) | 1.00 | $0 | $0 | $0 |
| ADAM BAILEY | ||||||||
| 1601 ELM STREET SUITE 800 | DALLAS | TX | 75201 | VICE PRES & SECTY (AS OF 4/8/24) | 1.00 | $0 | $0 | $0 |
| CLAIRE STEWARD | ||||||||
| 1601 ELM STREET SUITE 800 | DALLAS | TX | 75201 | VICE PRES & ASST SECTY (AS OF 4/8/24) | 1.00 | $0 | $0 | $0 |
| VIRNITIA DIXON | ||||||||
| 1601 ELM STREET SUITE 800 | DALLAS | TX | 75201 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,246,233 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,246,233 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,246,233 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $363,693 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,882,540 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,194,127 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,194,127 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,001 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,001 | TotalTaxAmt |
| Distributable Before Adj | $1,182,126 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,182,126 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,182,126 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,736,661 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $20,736,661 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,182,126 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,334,237 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,873,317 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,115,827 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,621,868 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $17,942,953 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $39,888,202 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $20,736,661 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,182,126 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,554,535 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $59,442,737 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,334,237 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $57,108,500 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,873,317 | ExcessFromYear4Amt |
| Excess From Year3 | $4,115,827 | ExcessFromYear3Amt |
| Excess From Year2 | $12,621,868 | ExcessFromYear2Amt |
| Excess From Year1 | $17,942,953 | ExcessFromYear1Amt |
| Excess From Current Year | $19,554,535 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A NEW LEAF INC PHILANTHROPY | ||||||
| 868 E UNIVERSITY | MESA | AZ | 85203 | PC | FUNDING WILL SUPPORT THE BANKWORKS CAREER TRAINING & ASSETS TO OPPORTUNITY MATCHED SAVINGS PROGRAMS | $150,000 |
| CAFE MOMENTUM | ||||||
| 1510 PACIFIC AVENUE | DALLAS | TX | 75201 | PC | FUNDS WILL PROVIDE JUSTICE-INVOLVED YOUTH WITH A RESTAURANT INTERNSHIP, INCLUDING EDUCATION SUPPORT, WRAPAROUND SERVICES, THAT PREPARES THEM FOR THE WORKFORCE OR ADVANCED EDUCATION. | $100,000 |
| CAFE MOMENTUM | ||||||
| 1510 PACIFIC AVENUE | DALLAS | TX | 75201 | PC | FUNDING WILL SUPPORT YOUTH AND INCREASE THEIR FINANCIAL LITERACY AND PREPARE THEM FOR INDEPENDENT EMPLOYMENT. | $100,000 |
| CITY YEAR INC | ||||||
| 287 COLUMBUS AVE | BOSTON | MA | 021165114 | PC | CITY YEAR DALLAS SEEKS SUPPORT OF OUR PROGRAM IN 10 DALLAS ISD SCHOOLS FOR THE NEXT 3 YEARS, WHERE WE PROVIDE EXTRA SUPPORT FOR TEACHERS AND STUDENTS (TECHNOLOGY, SOCIAL, EMOTIONAL, ATTENDANCE, AND TUTORING) TO HELP STUDENTS RECOVER FROM COVID-19 LEARNING LOSS, GET BACK ON TRACK, AND GRADUATE HIGH SCHOOL ON TIME. | $209,091 |
| CITY YEAR INC | ||||||
| 287 COLUMBUS AVE | BOSTON | MA | 021165114 | PC | FUNDING WILL PROVIDE STUDENTS IN 6+ DALLAS ISD AND UPLIFT SCHOOLS WITH ACADEMIC, SOCIAL-EMOTIONAL, ATTENDANCE, AND WHOLE SCHOOL SUPPORTS. | $200,000 |
| CITY YEAR INC | ||||||
| 287 COLUMBUS AVE | BOSTON | MA | 021165114 | PC | FUNDING WILL PROVIDE STUDENTS IN 6+ DALLAS ISD AND UPLIFT SCHOOLS WITH ACADEMIC, SOCIAL-EMOTIONAL, ATTENDANCE, AND WHOLE SCHOOL SUPPORTS. | $152,945 |
| COMP-U-DOPT INC | ||||||
| 1602 AIRLINE DRIVE | HOUSTON | TX | 77009 | PC | FUNDING SUPPORTS THE DIGITAL INCLUSION INITIATIVE WHICH INCLUDES DIGITAL LITERACY, DIGITAL EDUCATION AND CONNECTIVITY IN DALLAS, MESA, ATLANTA, AND OTHER CITIES | $223,703 |
| COMP-U-DOPT INC | ||||||
| 1602 AIRLINE DRIVE | HOUSTON | TX | 77009 | PC | FUNDING SUPPORTS THE DIGITAL INCLUSION INITIATIVE WHICH INCLUDES DIGITAL LITERACY, DIGITAL EDUCATION AND CONNECTIVITY IN DALLAS, MESA, ATLANTA, AND OTHER CITIES | $591,337 |
| COMP-U-DOPT INC | ||||||
| 1602 AIRLINE DRIVE | HOUSTON | TX | 77009 | PC | FUNDING SUPPORTS THE DIGITAL INCLUSION INITIATIVE WHICH INCLUDES DIGITAL LITERACY, DIGITAL EDUCATION AND CONNECTIVITY IN DALLAS, MESA, ATLANTA, AND OTHER CITIES | $2,761,490 |
| COMP-U-DOPT INC | ||||||
| 1602 AIRLINE DRIVE | HOUSTON | TX | 77009 | PC | FUNDING SUPPORTS THE DIGITAL INCLUSION INITIATIVE WHICH INCLUDES DIGITAL LITERACY, DIGITAL EDUCATION AND CONNECTIVITY IN DALLAS, MESA, ATLANTA, AND OTHER CITIES | $2,919,027 |
| COMP-U-DOPT INC | ||||||
| 1602 AIRLINE DRIVE | HOUSTON | TX | 77009 | PC | FUNDING SUPPORTS THE DIGITAL INCLUSION INITIATIVE WHICH INCLUDES DIGITAL LITERACY, DIGITAL EDUCATION AND CONNECTIVITY IN DALLAS, MESA, ATLANTA, AND OTHER CITIES | $3,250,243 |
| COMP-U-DOPT INC | ||||||
| 1602 AIRLINE DRIVE | HOUSTON | TX | 77009 | PC | FUNDING SUPPORTS THE DIGITAL INCLUSION INITIATIVE WHICH INCLUDES DIGITAL LITERACY, DIGITAL EDUCATION AND CONNECTIVITY IN DALLAS, MESA, ATLANTA, AND OTHER CITIES | $305,503 |
| COMP-U-DOPT INC | ||||||
| 1602 AIRLINE DRIVE | HOUSTON | TX | 77009 | PC | FUNDING SUPPORTS THE DIGITAL INCLUSION INITIATIVE WHICH INCLUDES DIGITAL LITERACY, DIGITAL EDUCATION AND CONNECTIVITY IN DALLAS, MESA, ATLANTA, AND OTHER CITIES | $295,940 |
| COMP-U-DOPT INC | ||||||
| 1602 AIRLINE DRIVE | HOUSTON | TX | 77009 | PC | FUNDING SUPPORTS THE DIGITAL INCLUSION INITIATIVE WHICH INCLUDES DIGITAL LITERACY, DIGITAL EDUCATION AND CONNECTIVITY IN DALLAS, MESA, ATLANTA, AND OTHER CITIES | $2,333,334 |
| COMP-U-DOPT INC | ||||||
| 1602 AIRLINE DRIVE | HOUSTON | TX | 77009 | PC | FUNDING SUPPORTS THE DIGITAL INCLUSION INITIATIVE WHICH INCLUDES DIGITAL LITERACY, DIGITAL EDUCATION AND CONNECTIVITY IN DALLAS, MESA, ATLANTA, AND OTHER CITIES | $304,503 |
| DALLAS COLLEGE FOUNDATION INC | ||||||
| 1601 BOTHAM JEAN BLVD | DALLAS | TX | 75215 | PC | FUNDING WILL PROVIDE SUPPORT FOR THE CULTIVATE SMALL BUSINESS PROGRAM AS A LOCAL BUSINESS AND MENTOR RECRUITER | $50,000 |
| DALLAS INNOVATION ALLIANCE | ||||||
| 606 TENNA LOMA COURT | DALLAS | TX | 75208 | PC | FUNDING WILL SUPPORT THE DIGITAL AMBASSADOR PROGRAM WITH HYPER-LOCAL COMMUNITY ANCHOR SITE LOCATIONS, EXPANSION OF THE MOBILE LEARNING LAB WITH STEM PROGRAMMING AND WI-FI SUPPORT, AND SUPPORT OF THE ANNUAL GET CONNECTED DALLAS COMMUNITY FESTIVAL IN FALL 2024. | $180,000 |
| FAMILY GATEWAY INC | ||||||
| 1421 W MOCKINGBIRD LANE SUITE C | DALLAS | TX | 75247 | PC | FUNDS WILL BE USED FOR EMERGENCY SHELTER/OVERFLOW AND FOR HOUSING FOCUSED CASE MANAGEMENT AND FINANCIAL SUPPORT FOR FAMILIES WITH CHILDREN ENTERING OUR EMERGENCY SHELTER PROGRAM. | $100,000 |
| FIRST TEE OF DALLAS | ||||||
| 16200 ADDISON RD SUITE 255 | ADDISON | TX | 75001 | PC | FUNDS WILL SUPPORT THEIR PROGRAMMING COACHES, TRAIN NEW COACHING STAFF, ANNUAL EVENT VENUE COST, FIRST TEE'S INFRASTRUCTURE AND EQUIPMENT. THE CURRICULUM IS DEVELOPED TO CULTIVATE AND GROW CHARTER DEVELOPMENT, SOCIAL, EMOTIONAL LEARNING, HEALTHY HABITS AND PROBLEM SOLVING IN PARTICIPANTS FROM AGES 5 TO 18 IN A DEVELOPMENTALLY APPROPRIATE PROCESS USING GOLF AS THE CONDUIT TO TEACH THESE VALUES AND STRUCTURES FOR THEM TO GROW INTO SUCCESSFUL, RESPONSIBLE ADULTS. | $135,000 |
| GENESIS WOMEN'S SHELTER & SUPPORT | ||||||
| 4411 LEMMON AVENUE SUITE 201 | DALLAS | TX | 75219 | PC | FUNDING FOR THE EMERGENCY ASSISTANCE AND SAVE TO BUILD PROGRAM WHICH WILL ASSIST WOMEN AND CHILDREN AS THEY TRANSITION FROM CRISIS TO STABILITY AND WILL PROVIDE MATCHING FUNDS | $150,000 |
| IMPACT VENTURES | ||||||
| 4621 ROSS AVE 120 | DALLAS | TX | 75204 | PC | FUND WILL BE USED TO SUPPORT LOCAL UNDERREPRESENTED ENTREPRENEURS AND HELP THEM GROW AND SCALE THEIR BUSINESS. THESE BUSINESSES CREATE JOBS, PROVIDE TAX DOLLARS TO SUPPORT THEIR COMMUNITY AND CREATE GENERATIONAL WEALTH FOR THEIR FAMILIES. | $100,000 |
| LOCAL INITIATIVES SUPPORT CORPORATION | ||||||
| 112 N CENTRAL AVENUE 700B | PHOENIX | AZ | 85004 | PC | FUNDS WILL SUPPORT BUILDING CAPACITY TOWARDS FINANCIAL STABILITY IN THE DISTRIBTO LATINO AND ASIAN BUSINESS DISTRICT, A LMI CORRIDOR OF MESA, ARIZONA. | $25,000 |
| MOMENTOUS INSTITUTE | ||||||
| 106 E 10TH ST | DALLAS | TX | 75203 | PC | FUNDING WILL PROVIDE 260 UPDATED CHROMEBOOKS, 12 IPADS AND RENOVATIONS TO CLASSROOMS (PRE-K, KINDER AND ART CLASSROOM) + FUNDING WILL PROVIDE SAFE AND RELIABLE TRANSPORTATION FOR AT LEAST 150 YOUTH MENTAL HEALTH CLIENTS ANNUALLY ON FIELD TRIPS THROUGHOUT NORTH AND EAST TEXAS | $223,200 |
| NEW FRIENDS NEW LIFE | ||||||
| PO BOX 192378 | DALLAS | TX | 75219 | PC | FUNDING FOR ECONOMIC EMPOWERMENT AND BARRIER REMOVAL INITIATIVE WILL ADDRESS ECONOMIC AND LEGAL BARRIER FACING 230 ADULT SURVIVORS, A PORTION OF FUNDING WILL SUPPORT FINANCIAL LITERACY, EMPLOYMENT COACHING AND BENCHMARKED FINANCIAL SERVICES AND A PORTION WILL FUND THE RECENTLY LAUNCHED LEGAL ADVOCACY CLINIC TO CREATE A LEGAL ACTION PLAN TO ADDRESS BARRIERS TO EMPLOYMENT | $200,000 |
| ON THE ROAD LENDING | ||||||
| 1500 NORTH LOOP 12 | IRVING | TX | 75061 | PC | FUNDING WILL SUPPORT THOSE FACING A SUDDEN FINANCIAL HARDSHIP. WE WILL PROVIDE URGENT ASSISTANCE NEEDED FOR INDIVIDUALS NAVIGATING CRISES. WE WILL MAKE A PROFOUND DIFFERENCE IN LIVES OF THOSE MOST IN NEED. | $100,000 |
| OPERATION HOPE INC | ||||||
| 191 PEACHTREE STREET SUITE 3840 | ATLANTA | GA | 30303 | PC | IMPROVE THE FINANCIAL KNOWLEDGE, SECURITY, AND STABILITY OF CITY YEAR AMERICORPS PARTICIPANTS IN 15 LOCATIONS (YEAR 1) AND A TOTAL OF 27 LOCATIONS (YEAR 2) ACROSS THE UNITED STATES WITH FINANCIAL LITERACY AND SKILL BUILDING COACHING AND EDUCATION | $889,900 |
| OPERATION HOPE INC | ||||||
| 191 PEACHTREE STREET SUITE 3840 | ATLANTA | GA | 30303 | PC | IMPROVE THE FINANCIAL KNOWLEDGE, SECURITY, AND STABILITY OF CITY YEAR AMERICORPS PARTICIPANTS IN 15 LOCATIONS (YEAR 1) AND A TOTAL OF 27 LOCATIONS (YEAR 2) ACROSS THE UNITED STATES WITH FINANCIAL LITERACY AND SKILL BUILDING COACHING AND EDUCATION | $583,613 |
| OPERATION HOPE INC | ||||||
| 191 PEACHTREE STREET SUITE 3840 | ATLANTA | GA | 30303 | PC | CITY YEAR DALLAS SEEKS SUPPORT OF OUR PROGRAM IN 10 DALLAS ISD SCHOOLS FOR THE NEXT 3 YEARS, WHERE WE PROVIDE EXTRA SUPPORT FOR TEACHERS AND STUDENTS (TECHNOLOGY, SOCIAL, EMOTIONAL, ATTENDANCE, AND TUTORING) TO HELP STUDENTS RECOVER FROM COVID-19 LEARNING LOSS, GET BACK ON TRACK, AND GRADUATE HIGH SCHOOL ON TIME. | $618,813 |
| OPERATION HOPE INC | ||||||
| 191 PEACHTREE STREET SUITE 3840 | ATLANTA | GA | 30303 | PC | TO IMPROVE THE FINANCIAL KNOWLEDGE, SECURITY AND STABILITY OF CITY YEAR AMERICORPS PARTICIPANTS WITH FINANCIAL LITERACY, SKILL BUILDING, COACHING AND EDUCATION. | $667,603 |
| OPERATION HOPE INC | ||||||
| 191 PEACHTREE STREET SUITE 3840 | ATLANTA | GA | 30303 | PC | TO IMPROVE THE FINANCIAL KNOWLEDGE, SECURITY AND STABILITY OF CITY YEAR AMERICORPS PARTICIPANTS WITH FINANCIAL LITERACY, SKILL BUILDING, COACHING AND EDUCATION. | $667,603 |
| OPERATION HOPE INC | ||||||
| 191 PEACHTREE STREET SUITE 3840 | ATLANTA | GA | 30303 | PC | IMPROVE THE FINANCIAL KNOWLEDGE, SECURITY, AND STABILITY OF CITY YEAR AMERICORPS PARTICIPANTS IN 15 LOCATIONS (YEAR 1) AND A TOTAL OF 27 LOCATIONS (YEAR 2) ACROSS THE UNITED STATES WITH FINANCIAL LITERACY AND SKILL BUILDING COACHING AND EDUCATION | $618,813 |
| PASCO ECONOMIC DEVELOPMENT COUNCIL | ||||||
| 16506 POINTE VILLAGE DR | LUTZ | FL | 33558 | PC | GRANT WILL FUND PROMOTION OF ENTREPRENEURIAL GROWTH IN FEMALE, VETERAN, AND MINORITY OWNED BUSINESSES WITH THE TRAINING AND RESOURCES THEY NEED TO GET THEIR OPERATIONS STARTED. | $75,000 |
| POETIC | ||||||
| PO BOX 132633 | DALLAS | TX | 75313 | PC | FUNDING WILL SUPPORT YOUTH TO AVOID THE CYCLE OF REVICTIMIZATION AND PERSIST FORWARD BY INCREASING SELF-PROTECTIVE FACTORS AND HEALTHY COPING SKILLS, WHILE CREATING PATHWAYS TOWARDS FINANCIAL INDEPENDENCE | $225,000 |
| SAVE THE FAMILY FOUNDATION | ||||||
| 125 E UNIVERSITY DRIVE | MESA | AZ | 85201 | PC | FUNDING WILL SUPPORT FAMILY, ADULTS, AND CHILDREN STEP UP TO INDEPENDENCE TO INCLUDE CASE MANAGEMENT, CAREER DEVELOPMENT, AND PARENT CHILDREN'S SERVICES IN A 12-MONTH PROGRAM FOR FAMILIES. | $150,000 |
| SOJOURNER CENTER | ||||||
| PO BOX 20156 | PHOENIX | AZ | 85036 | PC | FUNDING WILL SUPPORT PROGRAM SUPPORT SERVICES FOR THE SHELTER INCLUDING ADVOCACY, HELPLINES, LEGAL SERVICES, AND HOUSING | $125,000 |
| THE CONCILIO | ||||||
| 650 FORT WORTH AVENUE SUITE 250 | DALLAS | TX | 75208 | PC | FUNDING WILL SUPPORT PARENTS ADVOCATING FOR STUDENT EXCELLENCE PARENTAL ENGAGEMENT PROGRAM AND THE LATINO CAPACITY BUILDING | $150,000 |
| THE WALLS PROJECT | ||||||
| 458 AMERICA STREET | BATON ROUGE | LA | 70802 | PC | FUNDING FOR FUTURES FUND PROGRAM SUPPORT, PERSONNEL, RECRUITMENT, IN-PERSON DIGITAL LITERACY & CODING TRAINING COURSES, CAREER/SOFT SKILLS TRAINING, COMMUNITY PLACEMAKING, BLIGHT REMEDIATION, AND PUBLIC ART INSTALLATIONS | $75,000 |
| TRUSTED WORLD FOUNDATION INC | ||||||
| 613B EASY ST | GARLAND | TX | 75042 | PC | FUNDS WILL SUPPORT OPERATIONS OF THE ROUTE 5 ORDERS IN BOTH SELECTING ORDERS AND DELIVERY | $110,000 |
| VOGEL ALCOVE | ||||||
| PO BOX 150948 | DALLAS | TX | 75315 | PC | FUNDING WILL SUPPORT VOGEL ALCOVE CHILDCARE CENTER AT REDBIRD TO APPROXIMATELY 134 ADDITIONAL CHILDREN WITH VOGEL ALCOVE'S CHILDCARE SERVICES | $350,000 |
| WESLEY-RANKIN COMMUNITY CENTER | ||||||
| 3100 CROSSMAN AVE | DALLAS | TX | 75212 | PC | FUNDING TO SUPPORT PROJECT CARE, PROVIDING HOLIDAY CARE PACKAGES AND GIFT CARDS TO LOW-INCOME WEST DALLAS FAMILIES DURING THE HOLIDAY SEASON | $20,000 |
| WHEELS OF SUCCESS INC | ||||||
| 13116 N FLORIDA AVENUE | TAMPA | FL | 33612 | PC | FUNDING WILL CONTINUE TO SUPPORT CAR REPAIRS AND CARE-RELATED SERVICES (INSURANCE/TITLE/FEES) TO ENSURE CLIENTS HAVE RELIABLE TRANSPORTATION AND CONTINUE THE CLIENT/COORDINATOR/CASE MANAGER TO ENSURE MEANINGFUL OUTCOMES AND BUILD SUSTAINABILITY. | $50,000 |
| YEAR UP | ||||||
| PO BOX 412812 | BOSTON | MA | 022412812 | PC | FUNDING WILL FINANCE 2,400 STUDENTS IN TEN CITIES FOR WORKFORCE DEVELOPMENT WITH GOALS OF EMPLOYMENT AND EARING A STARTING WAGE OF $18 PER HOUR AND 85% WOULD BE EMPLOYED OR ENROLLED IN POST-SECONDARY EDUCATION WITHIN 4 MONTHS OF GRADUATION | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,736,661 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $863,355 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $863,355 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $863,355 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $15,064 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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