2021-10-26T12:01:08-05:00 2020-12-31 741695589 Harper & Pearson Company PC One Riverway Suite 1900 Houston TX 770561973 990 2020-01-01 465037878 Barbara Bush Houston Literacy Foundation BARB 3462122310 7887 San Felipe 250 Houston TX 77063 Renee Wizig-Barrios Treasurer/Director 2021-10-26 true Renee Wizig-Barrios 999009999 Guy T Tabor CPA P00171798 7136222310 2020 2022-09-23 18:48:47Z Julie Finck 7887 San Felipe 250 Houston TX 77063 4168999 false X www.bushhoustonliteracy.org X 2014 TX THE BARBARA BUSH HOUSTON LITERACY FOUNDATION IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR HOUSTONIANS ACROSS ALL AGES THROUGH THE POWER OF LITERACY - THE ABILITY TO READ, WRITE, SPEAK CLEARLY, AND THINK CRITICALLY. 8 6 10 1044 0 0 4622886 3355746 0 254971 184326 -532409 -289228 4345448 3250844 830035 564692 0 895186 934681 0 182996 1359568 1183011 3084789 2682384 1260659 568460 8455947 9969702 118402 194791 8337545 9774911 THE BARBARA BUSH HOUSTON LITERACY FOUNDATION IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR HOUSTONIANS ACROSS ALL AGES THROUGH THE POWER OF LITERACY - THE ABILITY TO READ, WRITE, SPEAK CLEARLY, AND THINK CRITICALLY. false false 2113801 564692 The Foundation distributed $564,691.84 in grants to support family literacy programs, adult literacy programs and direct services, in-school literacy intervention programs for struggling readers and summer learning programs to disadvantaged children, as well as to expand access to books and educational materials and resources to low-income families. 2113801 true true false false false false false false false true true false false false true false true false false true false false false true false false true false true false false false false false false false false true false false false false true false false false true X 16 0 true 10 true true false true CJ false false false true true false false false false false false X 8 6 true false true false true false true true false false false true true true true true true true false false X X X Edwin C Padar 7133332200 515 Post Oak Blvd Ste 1000 Houston TX 77027 Maria Bush Vice Chair/Director 0.0 0 X X 0 0 0 Neil Bush Chair/Director 0.0 0 X X 0 0 0 Renee Wizig-Barrios Treasurer/Director 1.0 40.0 X X 0 279503 37189 Terri Lacy Secretary/Director 0.0 0 X X 0 0 0 Greg C Garland Director 0.0 0 X 0 0 0 Martha Carnes Director 0.0 0 X 0 0 0 Stephen D Maislin Director 1.0 40.0 X 0 476488 49577 Y Ping Sun Director 0.0 0 X 0 0 0 Julie Baker Finck President/CEO 40.0 0 X 239593 0 33845 Reynauldi A Marshall Chief Development Officer 40.0 0 X 111689 0 23209 351282 755991 143821 2 false true false Ward & Ames Special Events Inc 7500 San Felipe Suite 350 Houston TX 77063 Event Planning 156103 LMSW Investments LTD 7887 San Felipe Suite 237 Houston TX 77063 Rent 142874 2 0 0 1743601 401000 0 1211145 528 3355746 0 0 0 0 0 132884 132884 0 0 619588 568146 51442 0 51442 51442 60781 1743601 350009 -289228 -289228 0 0 0 0 0 3250844 0 0 -104902 564692 564692 273439 207813 19141 46485 525871 324239 124748 76884 16833 10759 5800 274 61717 36799 16591 8327 56821 36885 11390 8546 172954 172954 3885 3672 213 3600 3600 4552 4552 257825 257825 0 0 4703 691 4012 515761 467052 26112 22597 39634 1266 38276 92 125296 125296 4953 3382 841 730 4571 2467 834 1270 4925 4925 1652 1652 Payroll Processing 28473 18727 6030 3716 Dues & Subscriptions 76 1 75 Credit Card Fees 10063 10063 Professional Development 88 23 65 0 0 0 0 2682384 2113799 385589 182996 2585824 3235285 0 0 21880 92932 49519 22433 32011 27086 4130859 4626373 1685373 1988026 0 0 0 8455947 9969702 118402 52376 0 142415 0 0 118402 194791 X 8337545 9774911 8337545 9774911 8455947 9969702 X 568460 711396 179510 -22000 X false true X true false X X X 1 Greater Houston Community Foundation 237160400 8 true 0 0 1 0 0 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7162 1535 5627 42357 20898 21459 27086 1988026 F 1988026 0 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE FOUNDATION BELIEVES THAT ALL SIGNIFICANT TAX POSITIONS UTILIZED BY THE FOUNDATION WILL MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION. AS OF DECEMBER 31, 2020, THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY THE MAJOR TAX JURISDICTIONS UNDER THE STATUTE OF LIMITATIONS ARE FROM THE YEARS 2017 THROUGH 2019 WITH LIMITED EXCEPTIONS. TAX PENALTIES AND INTEREST, IF ANY, WOULD BE ACCRUED AS INCURRED AND WOULD BE CLASSIFIED AS GENERAL AND ADMINISTRATIVE EXPENSE IN THE STATEMENTS OF ACTIVITIES. true Central America and the Caribbean 0 0 Investments 726000 0 0 0 0 0 0 726000 0 726000 false false false true true false Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds Grants recommended from donor advised funds are processed after due diligence is completed to verify the grantee organization's nonprofit status, and the process includes verification that the grant funds are received by the organization. International grants are processed with the assistance of an outside consultant, who performs the required due diligence, provides the foundation with reports, and verifies that the funds are received by the international nonprofit. Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS Grants recommended from donor advised funds are processed after due diligence is completed to verify the grantee organization's nonprofit status, and the process includes verification that the grant funds are received by the organization. International grants are processed with the assistance of an outside consultant, who performs the required due diligence, provides the foundation with reports, and verifies that the funds are received by the international nonprofit. Celebration of Reading 1531445 1505800 25645 13000 63377 35060 156418 Power of Literacy 265310 232454 32856 4000 28938 0 35503 1 7627 5347 2280 7 3584 4800 5322 1804382 1743601 60781 17007 95899 39860 197243 350009 -289228 true Alliance for Multicultural Community Services 6440 Hillcroft Avenue Houston TX 77081 760171217 501(C)(3) 28000 To support local financial match of AmeriCorps and AmeriCorps VISTAs for a consortium of adult literacy providers in Houston Children's Museum Inc Attn Development Department 1500 Binz Street Houston TX 77004 742178563 501(C)(3) 50000 This agreement is between the Barbara Bush Houston Literacy Foundation and the Children's Museum, dated April 3, 2020, to develop and provide digital content for families and restock FLIP kits at public libraries across Houston. Children's Museum Inc Attn Development Department 1500 Binz Street Houston TX 77004 742178563 501(C)(3) 110000 To provide Camp Adventure! summer learning program for elementary school children in Third and Fifth Wards Children's Museum Inc Attn Development Department 1500 Binz Street Houston TX 77004 742178563 501(C)(3) 35000 This grant agreement is between the Barbara Bush Houston Literacy Foundation and Children's Museum to increase the number of low-income children served through Camp Adventure! 2020 summer learning program amid COVID-19. Harris County Public Library Library Administration 5749 South Loop East Houston TX 77033 760454514 501(C)(3) 75000 This is a grant agreement between the Barbara Bush Houston Literacy Foundation and Harris County Public Library to support programming for both Curiosity Cruiser 1 and 2 mobile libraries. Houston Area Women's Center Inc attn Development 1010 Waugh Drive Houston TX 77019 742029166 501(C)(3) 7500 Grant agreement between Barbara Bush Houston Literacy Foundation and Houston Area Women's Center dated May 20, 2020 - to provide tablets to children for distance learning due to school closures as a result of COVID-19. HYPE Freedom School Inc PO Box 14971 Houston TX 77221 465133254 501(C)(3) 15000 A grant agreement between Barbara Bush Houston Literacy Foundation and Hype Freedom Schools to support HYPE Freedom Schools' HYPE At Home Summer Learning Program for students in Sunnyside and Third Ward. San Francisco Nativity Academy of Houston PO Box 36709 Houston TX 772366709 471472764 501(C)(3) 7500 A grant agreement between Barbara Bush Houston Literacy Foundation and San Francisco Nativity Academy, dated May 18, 2020 - to purchase tablets for children at the Academy for distance learning during COVID and academic growth when programs resume. Spring Branch Education Foundation 955 Campbell Road Suite 206 Houston TX 77024 760392316 501(C)(3) 25000 Grant agreement between Barbara Bush Houston Literacy Foundation and Spring Branch Education Foundation dated May 6, 2020, to purchase new books to be distributed to school children for at-home reading and learning amidst school closures. The Barbara Bush Foundation for Family Literacy PO Box 14380 Washington DC 20044 260587238 501(C)(3) 87500 Educational The Women's Home 607 Westheimer Road Houston TX 770063915 741467811 501(C)(3) 8775 Grant agreement between Barbara Bush Houston Literacy Foundation and The Women's Home to create a Barbara Bush Children's Library at the Mabee WholeLife Service Center. University of Houston College of Education 3657 Cullen Boulevard Room 214 Houston TX 772045023 746001399 501(c)(3) 100000 This grant agreement is between Barbara Bush Houston Literacy Foundation and University of Houston College of Education to support the Cougar ReadingCorps program of the Third Ward Schools Initiative. 12 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. GRANTS RECOMMENDED ARE PROCESSED AFTER DUE DILIGENCE IS COMPLETED TO VERIFY THE GRANTEE ORGANIZATION'S NONPROFIT STATUS, AND THE PROCESS INCLUDES VERIFICATION THAT GRANT FUNDS ARE RECEIVED BY THE ORGANIZATION. X X false true false false false false false false true true Renee Wizig-Barrios Treasurer/Director 0 219503 0 60000 0 0 0 17100 0 20089 0 316693 0 0 Stephen D Maislin Director 0 321026 0 155462 0 0 0 17100 0 32477 0 526065 0 0 Julie Baker Finck President/CEO 202093 0 37500 0 0 0 11832 0 22013 0 273439 0 0 0 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE RELATED ORGANIZATION HAS ENTERED INTO A DEFERRED COMPENSATION AGREEMENT WITH AN EXECUTIVE EMPLOYED BY GREATER HOUSTON COMMUNITY FOUNDATION. THE TERM OF THE AGREEMENT IS COEXTENSIVE WITH THE TERM OF THE EMPLOYEE'S EMPLOYMENT WITH THE FOUNDATION. THE AGREEMENT PROVIDES ONLY DEFERRED AND CONTINGENT COMPENSATION WHICH IS PAYABLE AS THE EMPLOYEE BECOMES VESTED IN THAT COMPENSATION. Schedule J, Part I, Line 8 Payments on contract that is subject to the initial contract exception THE DEFERRED COMPENSATION AGREEMENT DISCLOSED IN LINE 4B IS SUBJECT TO THE INITIAL CONTRACT EXCEPTION DESCRIBED IN REGS. SECTION 53.4958-4(A)(3). X 1 528 Market value 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - Number of Contributions Form 990, Part I, Line 6 PART I, LINE 6 THE FOUNDATION UTILIZED THE TIME AND TALENTS OF 1044 CORE VOLUNTEERS IN 2020. THESE VOLUNTEERS CAME FROM BOARD MEMBERS (8), AMERICORPS VISTA (10) AND AMERICORPS ASSOCIATES MEMBERS (2), INTERNS (2), AUXILIARY GROUPS (511), VOLUNTEERS SUPPORTING MY HOME LIBRARY, READING ROUND UP, WE READ, CAMP ADVENTURE AND OTHER FOUNDATION PROGRAMS (511). Form 990, Part III, Line 1 PART III, LINE 1 THE FOUNDATION IS LEADING THE WAY AND TAKING ACTION TO REVERSE THE DISASTROUS SOCIAL AND ECONOMIC IMPACTS CAUSED BY THE VICIOUS CYCLE OF LOW LITERACY IN OUR CITY. WE ENVISION A THRIVING CITY IN WHICH EVERY PERSON POSSESSES THE LITERACY SKILLS NEEDED TO REACH HIS OR HER FULL POTENTIAL IN LIFE, AND THE CYCLE OF LOW LITERACY AND POVERTY AMONG FAMILIES COMES TO AN END. TO THIS END, THE FOUNDATION HAS TAKEN ON FOUR IMPORTANT KEY ROLES FOR IMPACT IN THE COMMUNITY: WE INCREASE AWARENESS: WE SERVE AS A CHAMPION FOR THE LITERACY CAUSE IN HOUSTON BY UNITING LITERACY ORGANIZATIONS AROUND COMMON MESSAGES AND CONSISTENT DATA AND PROVIDING TIMELY AND RELEVANT INFORMATION TO THE COMMUNITY. WE CONTRIBUTE RESEARCH AND INNOVATION: WE SPAWN INNOVATION AND ISSUE LITERACY-FOCUSED PUBLICATION ON PERTINENT TOPICS THAT INFORM CONSTITUENTS OF EFFECTIVE STRATEGIES AND TOOLS TO INCREASE LITERACY SKILL DEVELOPMENT AND ACHIEVEMENT LEVELS. WE MOBILIZE VOLUNTEERS: WE EXPAND THE CAPACITY OF SCHOOL DISTRICTS, LIBRARIES, AND NONPROFIT LITERACY SERVICE PROVIDERS ACROSS HOUSTON TO BOOST LITERACY RATES THROUGH THE USE OF VOLUNTEERS WHO GIVE OF THEIR TIME AND TALENT. WE INVEST IN COMMUNITY IMPACT: WE PROVIDE FINANCIAL AND OTHER RESOURCES IN SUPPORT OF NEIGHBORHOOD-BASED COLLECTIVE IMPACT EFFORTS THAT BRING TOGETHER CROSS-STAKEHOLDERS FOCUSED ON IMPROVING LITERACY RATES AND BREAKING THE CYCLE OF POVERTY. Form 990, Part V, Line 2a PART V, LINE 2A THE BARBARA BUSH HOUSTON LITERACY FOUNDATION IS A CO-EMPLOYER WITH INSPERITY THROUGH THE CENTER FOR COMMUNITY INITIATIVES OF THE GREATER HOUSTON COMMUNITY FOUNDATION AND DOES NOT FILE FORM W-3. INSPERITY FILES THIS FORM UNDER ITS TAX IDENTIFICATION NUMBER. Form 990, Part V, Line 3b Reason for not filing Form 990-T WAITING ON INVESTMENT K-1S THAT HAVE BEEN EXTENDED. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons NEIL BUSH, CHAIR, AND MARIA BUSH, VICE CHAIR - Family relationship Form 990, Part VI, Line 4 Significant changes to organizational documents The organization restated it's certificate of formation and it's bylaws to have a single Member. Form 990, Part VI, Line 6 Classes of members or stockholders The organization has as it's sole member, the Greater Houston Community Foundation, a Texas nonprofit corporation. The following matters are reserved to the Member and shall require the affirmative actions of the Member to be effective: (a) Merger, acquisition or consolidation of the Corporation; (b) Borrowing or lending of money or the creation of indebtedness through the guaranty of another's debt or similar action; (c) Removal, at any time, in its sole discretion, with or without cause, one or more members (each a "Director") of the Board of Directors of the Corporation (the "Board" or "Board of Directors"); and (d) Imposing any restriction on the Corporation for any activity or transaction which would result in the loss by the corporation of its status as an organization exempt from Federal income taxation under section 501(a) of the Code, or corresponding provisions hereafter in effect, as an organization described in section 501(c)(3) of the Code, or corresponding provisions hereafter in effect. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders The decisions that require affirmative action of the Member are detailed in the above answer to Part VI, Line 6. Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body The ORGANIZATION DOES NOT HAVE ANY COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FINAL DOCUMENT WAS DISTRIBUTED TO THE GOVERNING BODY FOR REVIEW PRIOR TO FILING. THE Tax Manager AND Assistant CONTROLLER OF THE GREATER HOUSTON COMMUNITY FOUNDATION PREPARES AND REVIEWS THE 990. UPON THE RESOLUTION OF ANY QUESTIONS RAISED BY THESE TWO INDIVIDUALS AND ANY CHANGES THAT RESULT FROM THIS REVIEW, THE COMPLETED DOCUMENT IS THEN DISTRIBUTED TO THE PRESIDENT AND KEY STAFF OF THE BARBARA BUSH HOUSTON LITERACY FOUNDATION FOR THEIR REVIEW. ONCE REVIEWED BY THE KEY STAFF AT THE BARBARA BUSH HOUSTON LITERACY FOUNDATION AND UPDATED BY THE GREATER HOUSTON COMMUNITY FOUNDATION WITH ANY CHANGES, A FINALIZED COPY IS PROVIDED TO THE PRESIDENT OF BBHLF FOR FINAL REVIEW AND APPROVAL PRIOR TO DISTRIBUTION TO THE GOVERNING BOARD. Form 990, Part VI, Line 12c Conflict of interest policy THE BARBARA BUSH HOUSTON LITERACY FOUNDATION BOARD OF DIRECTORS SUBMITTED A CONFLICT OF INTEREST DISCLOSURE STATEMENT AT THE ANNUAL BOARD MEETING. BOARD OF DIRECTORS WILL COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY (OR UPON THE OCCASION THAT A CONFLICT ARISES). Form 990, Part VI, Line 15a Process to establish compensation of top management official THE BARBARA BUSH HOUSTON LITERACY FOUNDATION ORDERS A COMPENSATION REPORT FROM INSPERITY SHOWING JOB DESCRIPTIONS, COMPENSATION, AND REPRESENTATIVE PAY RATES FOR THE LABOR MARKET. ADDITIONALLY, THE FOUNDATION'S PRESIDENT HAS BEEN GRANTED FULL PERMISSION BY THE BOARD OF DIRECTORS TO HIRE AT HER DISCRETION. Form 990, Part VI, Line 18 How forms are made available to the public Form 990 is available online but other docs available upon request. Form 990, Part VI, Line 19 Required documents available to the public COPIES OF THE CERTIFICATE OF FORMATION, BYLAWS, AND CONFLICT OF INTEREST POLICY MAY BE OBTAINED BY CALLING THE OFFICE. THE ORGANIZATION'S FINANCIALS ARE NOT AUDITED. A COPY OF THE COMBINED AUDITED FINANCIALS FOR THE RELATED ORGANIZATION, GREATER HOUSTON COMMUNITY FOUNDATION, MAY BE REQUESTED BY CALLING THE OFFICE. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Gift Refunds - -22000; GREATER HOUSTON COMMUNITY FOUNDATION 5120 WOODWAY DRIVE SUITE 6000 HOUSTON TX 77056 237160400 PROVIDE SERVICES AND FINANCIAL ASSISTANCE TO THE COMMUNITY TX 501(c)(3) 8 NA false false false true false false false false false false false false false true false false false false false false