2022-05-13T14:46:31-05:00 2021-06-30 750786316 WEAVER AND TIDWELL LLP 2300 N FIELD ST STE 1000 DALLAS TX 75201 990 2020-07-01 463970388 VOGEL ALCOVE FOUNDATION VOGE 2143688686 1738 GANO STREET DALLAS TX 75215 KAREN HUGHES PRESIDENT & CEO 2143688686 2022-05-10 1 KAREN HUGHES 999009999 KIRBY ROSS P00298143 9724901970 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z KAREN HUGHES 1738 GANO STREET DALLAS TX 75215 916038 0 X VOGELALCOVE.ORG/WAYS-TO-GIVE/FOUNDATION/ X 2013 TX THE FOUNDATION IS A SUPPORT ORGANIZATION FOR THE VOGEL ALCOVE. IT INVESTS FOUNDATION ASSETS AND PROVIDES FUNDRAISING GUIDANCE AND SUPPORT FOR THE ACTIVITIES OF VOGEL ALCOVE. 12 12 0 12 0 0 27050 32939 0 0 184612 139031 0 22777 211662 194747 0 4206200 0 0 0 0 0 0 0 36009 43371 36009 4249571 175653 -4054824 12410944 9750869 0 0 12410944 9750869 THE FOUNDATION IS A SUPPORT ORGANIZATION FOR THE VOGEL ALCOVE. IT INVESTS FOUNDATION ASSETS AND PROVIDES FUNDRAISING GUIDANCE AND SUPPORT FOR THE ACTIVITIES OF VOGEL ALCOVE. 0 0 4206200 4206200 THE FOUNDATION ACCEPTS DONATIONS OF DIFFERENT KINDS OF GIFTS AS WELL AS PLANNED GIFTS THAT BENEFIT VOGEL ALCOVE. IT CLOSELY MONITORS THE INVESTMENT PORTFOLIO AND MANAGES RISK AND RETURNS. IT RECENTLY PROVIDED SERVICES AND A FUNDING VEHICLE FOR A NEW MARKET TAX CREDIT TRANSACTION INITIATED BY VOGEL ALCOVE. 4206200 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 X X JORDAN NEUFELD 2143688686 1738 GANO STREET DALLAS TX 75215 MARY LEE BRODER MEMBER 1.00 X 0 0 0 CRAIG BUDNER MEMBER 1.00 X 0 0 0 JIM CHADWICK MEMBER 1.00 X 0 0 0 SCOTT ELLIS MEMBER 1.00 X 0 0 0 CATHY GLICK MEMBER 1.00 X 0 0 0 ALAN PERKINS MEMBER 1.00 X 0 0 0 BOB SEGERT MEMBER 1.00 X 0 0 0 DAVID VEEDER MEMBER 1.00 X 0 0 0 SANDRA WELLS MEMBER 1.00 X 0 0 0 JOHN WANDER CHAIR 1.00 1.00 X X 0 0 0 GIL FRIEDLANDER TREASURER 1.00 X X 0 0 0 ALAN YONACK SECRETARY 1.00 X X 0 0 0 KAREN HUGHES PRESIDENT & CEO 0.50 40.00 X 0 328077 64096 0 328077 64096 0 0 1 0 0 32939 32939 139342 139342 720980 721291 -311 -311 -311 NMTC UNWIND 900099 22777 22777 22777 194747 0 0 161808 4206200 4206200 21250 21250 5974 5974 UMTC UNWND EXPENSE 16147 16147 4249571 4206200 43371 0 4255 14157 697090 4206200 0 6294282 7195845 1906207 1843777 12410944 9750869 0 0 X 12410944 9750869 12410944 9750869 12410944 9750869 -4054824 1394775 -26 0 X X 0 1 X 1 0 X X X 1 VOGEL ALCOVE 752133827 7 1 4206200 0 1 4206200 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE FROM VOGEL ALCOVE 1843777 1843777 X PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER THE TAX REFORM ACT OF 1969 AND CONTRIBUTIONS TO IT QUALIFY FOR DEDUCTION AS CHARITABLE CONTRIBUTIONS; ACCORDINGLY, NO PROVISION FOR TAXES HAS BEEN MADE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS LIABLE FOR ANY FEDERAL INCOME TAXES RESULTING FROM CERTAIN UNRELATED BUSINESS INCOME. FOR FISCAL YEARS 2021 AND 2020, THERE WAS NO LIABILITY FOR ANY FEDERAL INCOME TAX RESULTING FROM UNRELATED BUSINESS INCOME. THE ORGANIZATION RECOGNIZES INTEREST ACCRUED ON AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN TAX EXPENSE. DURING THE YEARS ENDED JUNE 30, 2021 AND 2020, THE ORGANIZATION RECOGNIZED NO INTEREST AND PENALTIES. BASED ON MANAGEMENT'S ANALYSIS, THE ORGANIZATION DID NOT HAVE ANY UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2021 AND 2020. THE ORGANIZATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. THERE ARE CURRENTLY NO INCOME TAX EXAMINATIONS UNDERWAY FOR THIS JURISDICTION. AS OF JUNE 30, 2021, THE ORGANIZATION'S TAX YEARS 2018 TO 2021 REMAIN SUBJECT TO EXAMINATION. 0 VOGEL ALCOVE 1738 GANO STREET DALLAS TX 75215 752133827 501(C)(3) 4206200 LOAN A, NMTC FORGIVENESS DONATION 1 0 0 0 0 0 0 0 0 0 KAREN HUGHES PRESIDENT & CEO 0 208077 0 120000 0 0 0 36650 0 27446 0 392173 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE GOVERNING BODY RECEIVES A COPY (BY EMAIL OR OTHERWISE) OF THE FORM 990 BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, DIRECTORS ARE REQUIRED TO SIGN A STATEMENT INDICATING THEY HAVE NOT ENTERED INTO ANY TRANSACTIONS WITH AN ENTITY THAT WOULD VIOLATE THE CONFLICT OF INTEREST POLICY. DIRECTORS ARE REQUIRED TO NOTIFY THE PRESIDENT/CEO IF A SITUATION EXISTS THAT MIGHT VIOLATE THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C NO CHANGE HAS BEEN MADE TO THE OVERSIGHT OR SELECTION PROCESS OF AN INDEPENDENT ACCOUNTANT. VOGEL ALCOVE 1738 GANO STREET DALLAS TX 75215 752133827 HELP HOMELESS CHILDREN TX 501(C)(3) LINE 7 N/A 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 1 1 VOGEL ALCOVE B 4206200 CASH VOGEL ALCOVE D 1843777 CASH VOGEL ALCOVE N CASH VOGEL ALCOVE O CASH VOGEL ALCOVE R CASH VOGEL ALCOVE S CASH