2021-11-15T14:32:52-06:00 2020-12-31 900525804 SAVILLE DODGEN AND COMPANY PLLC 700 NORTH PEARL STREET SUITE 1100 DALLAS TX 75201 990 2020-01-01 471894945 THE JORDAN SPIETH FAMILY FOUNDATION JORD 2143607000 5950 SHERRY LANE SUITE 600 DALLAS TX 75225 MARK GRIEGE TREASURER 2143607000 2021-11-15 1 MARK GRIEGE 999009999 TAMARA BERLEY CPA P00432092 2149229727 2021-11-11 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X JORDAN SPIETH 5950 SHERRY LANE SUITE 600 DALLAS TX 75225 1800933 0 X WWW.JORDANSPIETHGOLF.COM/FOUNDATION X 2014 TX THE JORDAN SPIETH FAMILY FOUNDATION IS A 501(C)3 NONPROFIT CORPORATION ESTABLISHED TO OFFER A PLATFORM FOR JORDAN AND OTHERS TO LEND TIME, HELP GROW AWARENESS AND OFFER FINANCIAL SUPPORT FOR FOUR PHILANTHROPIC AREAS: SPECIAL NEEDS YOUTH, JUNIOR GOLF, MILITARY SUPPORT AND PEDIATRIC CANCER. 5 5 0 17 0 0 1738709 1392262 0 0 149439 114196 215952 234816 2104100 1741274 1005750 944400 0 0 0 0 0 0 3935 89869 66506 1095619 1010906 1008481 730368 4940504 5867576 277625 115812 4662879 5751764 THE JORDAN SPIETH FAMILY FOUNDATION IS A 501(C)3 NONPROFIT CORPORATION ESTABLISHED TO OFFER A PLATFORM TO LEND TIME, HELP GROW AWARENESS AND OFFER FINANCIAL SUPPORT FOR FOUR PHILANTHROPIC AREAS: SPECIAL NEEDS YOUTH, JUNIOR GOLF, MILITARY SUPPORT, AND PEDIATRIC CANCER. 0 0 944400 944400 TO PROVIDE GRANTS FOR THE FOUNDATION'S FOUR PHILANTHROPIC PILLARS WHICH INCLUDE SPECIAL NEEDS YOUTH, JUNIOR GOLF, MILITARY SUPPORT AND PEDIATRIC CANCER. 944400 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 7 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 5 5 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 TX X RGT WEALTH ADVISORS 2143607000 5950 SHERRY LANE SUITE 600 DALLAS TX 75225 X JOSEPH DANZI DIRECTOR 1.00 X 0 0 0 DAVID GANG DIRECTOR 1.00 X 0 0 0 JORDAN SPIETH PRESIDENT 1.00 X 0 0 0 SHAWN SPIETH VICE PRESIDENT 1.00 X 0 0 0 MARK GRIEGE TREASURER 1.00 X 0 0 0 ANNE SPIETH SECRETARY 1.00 X 0 0 0 0 0 0 0 0 0 0 0 189476 1202786 53499 1392262 77646 77646 36550 0 36550 36550 36550 294475 189476 59659 234816 234816 1741274 0 0 349012 944400 944400 1452 1452 31035 31035 28896 28896 191 191 3935 3935 MISCELLANEOUS EXPENSES 979 979 BANK SERVICE CHARGES 18 18 1010906 944400 62571 3935 1444547 1272618 71982 86000 35959 35959 6742 0 3417233 4508958 4940504 5867576 97625 812 180000 115000 277625 115812 X 0 0 0 0 4662879 5751764 4662879 5751764 4940504 5867576 X 730368 334050 24467 X 0 0 0 X 1585565 753005 591247 1738709 1392262 6060788 1585565 753005 591247 1738709 1392262 6060788 2352482 3708306 79756 104652 134136 149439 114196 582179 6642967 0.55820 0.41510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35959 35959 0 0 SPIETH & FRIENDS 2020 483951 189476 294475 53499 6160 483951 189476 294475 53499 6160 59659 234816 0 BOOT CAMPAIGN 535 W SOUTHWEST LOOP 23 SUITE 206 PMB 160 TYLER TX 75701 271980936 501(C)(3) 50000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. CAMP SUMMITT INC 17210 CAMPBELL ROAD SUITE 180 DALLAS TX 75252 752488486 501(C)(3) 20000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. CARL JACKSON FOUNDATION 5900 WILSHIRE BOULEVARD SUITE 2300 LOS ANGELES CA 90036 954438839 501(C)(3) 20000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. CARSON LESLIE FOUNDATION 6810 DELOACHE AVENUE DALLAS TX 75225 010945033 501(C)(3) 15000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. CELEBRATION OF LOVE 15630 VISION DR DALLAS TX 78660 263854859 501(C)(3) 10000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. CHAMPIONS SPECIAL MINISTIRES INC 8672 W 102ND TERRACE OVERLAND PARK KS 66212 352463816 501(C)(3) 20000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. CHILDREN'S MEDICAL CENTER FOUNDATION 1935 MEDICAL DISTRICT DR DALLAS TX 75235 752062015 501(C)(3) 230000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. CLAYTON DABNEY FOR KIDS WITH CANCER 6500 GREENVILLE AVE SUITE 342 DALLAS TX 75206 752641482 501(C)(3) 20000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. DALLAS SYMPHONY ORCHESTRA 2301 FLORA STREET SUITE 300 DALLAS TX 75201 751529851 501(C)(3) 10000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. FIRST TEE OF GREATER DALLAS 16200 ADDISON ROAD SUITE 225 ADDISON TX 75001 752602809 501(C)(3) 35000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. FIRST TEE OF GREATER EL PASO 6900 DELTA DRIVE EL PASO TX 79905 260399030 501(C)(3) 15000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. FREEDOM ALLIANCE 22570 MARKEY COURT SUITE 240 DULLES VA 20166 541411430 501(C)(3) 20000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. I AM A GOLFER FOUNDATION 1800 SOUTHERLAND AVENUE DALLAS TX 75203 832567899 501(C)(3) 15000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. INCLUSION CONNECTIONS 2073 E SANTA FE STREET OLATHE KS 66062 462754831 501(C)(3) 20000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. LEUKEMIA TEXAS 4925 N O CONNOR RD STE 125 IRVING TX 75062 751327679 501(C)(3) 100000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. LITTLE LINKSTERS ASSOCIATION FOR JUNIOR GOLF DEVELOPMENT 4100 WEKIVA CLUB HOUSE DR LONGWOOD FL 32779 453839723 501(C)(3) 50000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. MICAELA'S ARMY 7124 VAN GOGH DRIVE PLANO TX 75093 460923823 501(C)(3) 5000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. MY POSSIBILITIES 3601 MAPLESHADE LANE PLANO TX 75075 261509133 501(C)(3) 50000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. NOTRE DAME SCHOOL 2018 ALLEN STREET DALLAS TX 75204 752056943 501(C)(3) 30000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. OPERATION SECOND CHANCE 22708 BIRCHCREST LANE CLARKSBURG MD 20871 202624345 501(C)(3) 50000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. OUR MILITARY KIDS 6861 ELM STREET SUITE 2A MCLEAN VA 22101 562483648 501(C)(3) 15000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. PSU THON PO BOX 924 STATE COLLEGE PA 16804 251821769 501(C)(3) 15000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. RAYS OF LIGHT PROM 9200 INWOOD ROAD DALLAS TX 75220 270491613 501(C)(3) 5000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. RISE ADAPTIVE SPORTS 2720 ROCHELLE POINT IRVING TX 75062 208646346 501(C)(3) 20000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. SEEK CAMP 476 CR 260 GAINESVILLE TX 76240 750883107 501(C)(3) 10000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. THE NORTH TEXAS PGA 15150 PRESTON RD SUITE 250 DALLAS TX 75248 752216940 501(C)(3) 55000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. TO BE LIKE ME PO BOX 600101 DALLAS TX 75360 832384204 501(C)(3) 15000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. YMCA OF METROPOLITAN DALLAS - RISE SCHOOL 601 N AKARD ST DALLAS TX 75201 750800696 501(C)(3) 20000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. 6 X MASTERS PACKAGE 1 8100 ESTIMATED FAIR MARKE X 2020 DATEJUST 36 ROLEX TIMEPIECE 1 6800 ESTIMATED FAIR MARKE X ROUGH CREEK LODGE GETAWAY 1 4500 ESTIMATED FAIR MARKE X 2021 RYDER CUP PACKAGE 1 3500 ESTIMATED FAIR MARKE X CUSTOM TITLEIST CLUBS 1 3500 ESTIMATED FAIR MARKE X MOSQUITONIX SYSTEM 1 3500 ESTIMATED FAIR MARKE X BALLYNEAL GOLF OUTING 1 3000 ESTIMATED FAIR MARKE X CHARLIE FRENCH PAINTING - "WEEKEND VIBES" 1 3000 ESTIMATED FAIR MARKE X ST SIMON'S TRIP - GOLF, DINE, FISH 1 2800 ESTIMATED FAIR MARKE X WEEKEND IN DALLAS - FOUR SEASONS & NEIMAN MARCUS 1 1750 ESTIMATED FAIR MARKE X 2 BOTTLES OF HISTORIC VINTAGE 1989 MOUTON ROTHSCHI 1 1650 ESTIMATED FAIR MARKE X GOLF AT TPC SCOTTSDALE 1 1400 ESTIMATED FAIR MARKE X ASPEN TRIP 1 1200 ESTIMATED FAIR MARKE X CADDIED FOURSOME AT BLUEJACK NATIONAL 1 1200 ESTIMATED FAIR MARKE X OMNI BARTON CREEK STAY 1 1000 ESTIMATED FAIR MARKE X STAY AT JW MARRIOT DENVER 1 1000 ESTIMATED FAIR MARKE X INTERIOR DESIGN SERVICES 1 1000 ESTIMATED FAIR MARKE X TEXAS RANGERS TICKETS & ENTERTAINMENT 1 850 ESTIMATED FAIR MARKE X GOLF ROUND FOR 4 AT ROYAL OAKS 1 800 ESTIMATED FAIR MARKE X FOUR PGA TOUR TICKERS TO TOURNAMENT OF CHOICE 1 800 ESTIMATED FAIR MARKE X 4 NEAR COURT TICKETS TO MAVS GAME 1 600 ESTIMATED FAIR MARKE X WINEWOOD GRILL - DOUBLE DATE NIGHT 1 325 ESTIMATED FAIR MARKE X SOUTHWEST BEADED BLACK BOOTIES BY OLD SMOKEYS 1 284 ESTIMATED FAIR MARKE X DINE AROUND DALLAS 1 250 ESTIMATED FAIR MARKE X HONEY AND HANK GOLF LINEN SET 1 205 ESTIMATED FAIR MARKE X THE WORTHINGTON RENAISSANCE STAY 1 200 ESTIMATED FAIR MARKE X DEBORAH ALCALA GUARDIAN ANGEL PENDANT NECKLACE 1 150 ESTIMATED FAIR MARKE X CLEAR BRB CROSSBODY + BELT BAG IN BLACK/IVO 1 135 ESTIMATED FAIR MARKE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 ANNE SPIETH IS THE WIFE OF JORDAN SPIETH. SHAWN SPIETH IS THE FATHER OF JORDAN SPIETH. JOSEPH DANZI IS JORDAN SPIETH'S BUSINESS AGENT. MARK GRIEGE IS JORDAN SPIETH'S FINANCIAL PLANNER. DAVID GANG IS AN EXECUTIVE AT A COMPANY FOR WHICH JORDAN SPIETH PROVIDES SERVICES. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION PROVIDES A DRAFT COPY OF THE THIS FORM 990 TO ALL MEMBERS OF THE GOVERNING BODY FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY IN PLACE VIA THE ORGANIZATION'S BYLAWS. THE CONFLICT OF INTEREST POLICY IS CONSISTENTLY MONITORED AND ENFORCED BY THE ORGANIZATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 NO OFFICER OR DIRECTOR OF THE ORGANIZATION RECEIVES ANY COMPENSATION. THE ORGANIZATION HAS NO EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST FORM 990, PART XI, LINE 9: REFUND OF GRANT 2,274. BOOK TAX DEPRECIATION DIFFERENCE -2,807. PREVIOUSLY PROMISED GRANT NO LONGER TO BE PAID 25,000. PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES: $25,000 GRANT PREVIOUSLY PROMISED TO 1 MILLION FOR ANNA. THE FOUNDATION WILL NO LONGER BE MAKING THIS GRANT TO 1 MILLION FOR ANNA BECAUSE THE NONPROFIT CLOSED IN 2021. $2,274 GRANT REFUND FROM NEW OLDE POINT CC, LLC. NEW OLDE POINT CC, LLC DISCONTINUED THE PROGRAM THE FOUNDATION DONATED FOR AND THUS REFUNDED THE MONEY TO THE FOUNDATION.