2020-11-16T13:25:40-06:00 2019-12-31 750882037 BOLINGER SEGARS GILBERT AND MOSS LLP 8215 NASHVILLE AVENUE LUBBOCK TX 79423 990 2019-01-01 751709180 COMMUNITY FOUNDATION OF WEST TEXAS COMM 8067628061 6102 82ND STREET NO 8B LUBBOCK TX 79424 STEPHEN WARREN PRESIDENT 8067628061 2020-11-13 1 ERIN DIPPREY P01419700 8067473806 2020-11-13 65.182.80.152 2020-11-13 13:52:49 CS P 590F824A1294C374D71CDA6C5E46FE76A8EEF636 D345CD1936FF16704C328D1BFE97CF7A03E87DCC 2019 2021-01-29 14:40:06Z STEPHEN WARREN 6102 82ND STREET NO 8B LUBBOCK TX 79424 18164458 0 X WWW.CFWTX.ORG X 1981 TX TO ENHANCE THE LIVES OF ALL THE RESIDENTS OF THE TEXAS SOUTH PLAINS THROUGH COMMUNITY ENDOWMENTS. 25 25 8 100 0 0 6837194 4107688 17329 10407 2163666 2543685 10585 442 9028774 6662222 2509352 4294285 0 0 444615 456964 0 0 251721 442420 491747 3396387 5242996 5632387 1419226 43923325 51132207 2072785 2445210 41850540 48686997 X THE COMMUNITY FOUNDATION OF WEST TEXAS ENHANCES THE LIVES OF ALL RESIDENTS OF THE TEXAS SOUTH PLAINS REGION, NOW AND FOR GENERATIONS TO COME, BY WORKING TOGETHER WITH OUR DONORS TO BUILD COMMUNITY ENDOWMENT, ADDRESS NEEDS THROUGH GRANTMAKING, AND PROVIDE LEADERSHIP ON KEY COMMUNITY ISSUES. 0 0 4765843 4294285 10407 THE ORGANIZATION'S LARGEST PROGRAM IS GRANTMAKING. APPROXIMATELY 13% OF GRANTS IN 2019 WERE DIRECTED BY THE BOARD OF DIRECTORS THROUGH FIELD OF INTEREST AND DISCRETIONARY FUNDS THAT ADDRESS VITAL COMMUNITY NEEDS IN THE SOUTH PLAINS REGION AND RESPOND TO EMERGING OPPORTUNITIES IN A WIDE RANGE OF CHARITABLE ORGANIZATIONS. FOCUS AREAS INCLUDE BASIC NEEDS AND SELF-SUFFICIENCY, EDUCATION AND YOUTH, CIVIC, SOCIAL AND ECONOMIC DEVELOPMENT, AND ARTS AND CULTURE. 7% OF FUNDS DISTRIBUTED IN 2019 WERE FROM SCHOLARSHIP FUNDS. THE REMAINING 80% OF GRANTS AUTHORIZED BY THE BOARD OF DIRECTORS IN 2019 WERE FROM ENDOWED AND LIMITED-TERM DESIGNATED AND DONOR-ADVISED FUNDS THE ORGANIZATION IS COMMITTED TO COMMUNITY BETTERMENT AND GROWING REGIONAL PHILANTHROPY. IN 2019, GRANTS AWARDED BY THE COMMUNITY FOUNDATION AND ITS AFFILIATES IN PLAINVIEW/HALE COUNTY, POST/GARZA COUNTY, LEVELLAND/HOCKLEY COUNTY AND SLATON REACHED AN ALL-TIME HIGH AND INCLUDED MULTIPLE COLLABORATIVE COMMUNITY PROJECTS SUCH AS GIVING TUESDAY, A DOWNTOWN/REDEVELOPMENT PROJECT AND A REGIONAL MENTAL HEALTH NEEDS ASSESSMENT. 4765843 1 1 0 0 0 1 0 0 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 3 0 8 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 25 25 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X X STEPHEN WARREN 8067628061 6102 82ND STREET STE 8B LUBBOCK TX 79424 STEPHEN WARREN PRESIDENT 40.00 X 103000 0 14040 TIM PRIDMORE CHAIRMAN 1.00 X X 0 0 0 CINDY WHITEHEAD PAST CHAIRMAN 1.00 X X 0 0 0 GREG FREEMAN CHAIR ELECT 2.00 X X 0 0 0 SANDY MARTINEZ SECRETARY/TREASURER 1.00 X X 0 0 0 TONY PRIVETT DONOR RELATIONS CHAIR 1.00 X 0 0 0 DIANN WINDHAM GRANTS CHAIR 0.50 X 0 0 0 JAMES CONWRIGHT INVESTMENTS CHAIR 1.00 X 0 0 0 MARK MEURER PUBLIC RELATIONS CHAIR 1.00 X 0 0 0 MARISA SCHEEF DIRECTOR 1.00 X 0 0 0 ABEL CASTRO DIRECTOR 1.00 X 0 0 0 SAM AYERS DIRECTOR 1.00 X 0 0 0 ANN-MARIE CARRUTH DIRECTOR 0.25 X 0 0 0 CARRIE ELLIS DIRECTOR 1.25 X 0 0 0 BEN GARCIA DIRECTOR 2.00 X 0 0 0 CHRISTY HARTIN DIRECTOR 1.00 X 0 0 0 YVETTE HINOJOSA DIRECTOR 1.00 X 0 0 0 MONT MCCLENDON DIRECTOR 1.00 X 0 0 0 NATALIE INDERMAN DIRECTOR 1.00 X 0 0 0 DWIGHT MCDONALD DIRECTOR 2.00 X 0 0 0 DAWN MOORE DIRECTOR 0.30 X 0 0 0 SANTOS MORENO DIRECTOR 1.00 X 0 0 0 DON RUSHING DIRECTOR 1.00 X 0 0 0 TED RUSHING DIRECTOR 2.00 X 0 0 0 MARK WARREN DIRECTOR 1.00 X 0 0 0 KAREN WORLEY DIRECTOR 1.00 X 0 0 0 103000 0 14040 1 0 0 0 0 113432 3994256 311384 4107688 MANAGEMENT FEES 525990 7707 7707 WORKSHOP INCOME 611600 2700 2700 10407 1062692 1062692 12960382 11479389 1480993 1480993 1480993 23289 113432 22847 442 442 6662222 10407 0 2544127 4052597 4052597 241688 241688 117041 39794 45646 31601 280338 95233 108918 76187 12729 4328 4964 3437 17886 5935 6242 5709 28970 9850 11298 7822 12251 4043 4165 4043 257286 257286 8008 8008 10448 1320 138 8990 27492 9211 3770 14511 23385 7717 7951 7717 15718 5234 5250 5234 4904 1471 981 2452 18173 5154 9596 3423 35748 11797 12154 11797 5327 1774 1779 1774 DONOR & GRANTEE RECOGNI 27361 27361 HONORARY HERO'S FUND EX 25000 25000 AFFILIATE EXPENSE 6887 1378 344 5165 PROGRAM EXPENSE 5088 5088 8671 4945 2236 1490 5242996 4765843 225432 251721 2415992 2866096 6073 0 1750000 1750000 768990 172649 626125 596341 39125135 45919770 43923325 51132207 37248 16935 2035537 2428275 2072785 2445210 X 41730728 48684188 119812 2809 41850540 48686997 43923325 51132207 1419226 5417231 0 X X 0 1 X 1 0 X 1750011 2381464 1580179 6837194 4107688 16656536 1750011 2381464 1580179 6837194 4107688 16656536 5690678 10965858 784918 611419 793632 945064 1062692 4197725 20854261 76921 0.52580 0.50340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 66 251 340302 3801082 322019 3972266 10426147 38260850 1 1 0 1 X 41850540 4141384 7960916 4294285 746126 225432 48686997 39877429 6893413 -1495610 2509352 696346 218994 41850540 35847203 1600776 5203003 1970914 602323 200316 39877429 34356919 2415407 2055387 2181415 667171 131924 35847203 34805610 1804263 542684 1981283 744390 69965 34356919 0.00000 1.00000 0.00000 0 0 131691 131691 565033 122424 442609 72266 50225 22041 596341 X 12102300 5417231 22847 5440078 6662222 0 6662222 5265843 22847 22847 5242996 0 5242996 PART IV, LINE 2B: AN AGENCY ENDOWMENT IS A TYPE OF DESIGNATED FUND ESTABLISHED BY A CHARITY AT THE COMMUNITY FOUNDATION OF WEST TEXAS FOR THE CHARITY'S OWN BENEFIT OR THE BENEFIT OF A RELATED ENTITY. THAT IS, THE DONOR OR RESOURCE PROVIDER AND THE BENEFICIARY OR RECIPIENT IS THE SAME ENTITY. COMMUNITY FOUNDATION OF WEST TEXAS HAS LEGAL OWNERSHIP OF FUNDS CONTRIBUTED TO AN AGENCY ENDOWMENT. AS SUCH, COMMUNITY FOUNDATION OF WEST TEXAS BOARD HAS FIDUCIARY RESPONSIBILITY OVER THE FUNDS. AGENCY ENDOWMENTS ARE ONLY MAINTAINED FOR PUBLIC CHARITIES AND OR GOVERNMENTAL UNITS. PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE ADMINISTERED EXCLUSIVELY FOR CHARITABLE PURPOSES WHICH ENHANCE PHILANTHROPY AND STRENGTHEN THE SENSE OF COMMUNITY WITHIN THE TEXAS SOUTH PLAINS AREA. PART X, LINE 2: THE FOUNDATION HAS ADOPTED THE "UNCERTAIN TAX POSITIONS" PROVISIONS OF ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. THE PRIMARY TAX POSITION OF THE FOUNDATION IS ITS FILING STATUS AS A TAX EXEMPT ENTITY. THE FOUNDATION DETERMINED THAT IT IS MORE LIKELY THAN NOT THAT ITS TAX POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS), OR OTHER STATE TAXING AUTHORITIES. THE FOUNDATION IS NO LONGER SUBJECT TO EXAMINATIONS BY FEDERAL TAXING AUTHORITIES FOR YEARS BEFORE 2016. THE FOUNDATION RECOGNIZES INTEREST ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. THERE WERE NO PENALTIES OR INTEREST RECOGNIZED DURING THE YEAR ENDED DECEMBER 31, 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED ON PART VIII LINE 8B 22,847. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED ON PART VIII LINE 8B 22,847. HEROES LUNCHEON 136721 113432 23289 19039 3808 136721 113432 23289 19039 3808 22847 442 1 ALL SAINTS EPISCOPAL SCHOOL 3222 103RD STREET LUBBOCK TX 79423 756004580 501C(3) 12374 GENERAL SUPPORT AND MINI-GRANTS FOR TEACHERS ALSTROM ANGELS CORP 5121 69TH STREET SUITE B1 LUBBOCK TX 79424 800930101 501C(3) 30000 GENERAL SUPPORT AND MILESTONES PARK AMERICAN WIND POWER CENTER 1701 CANYON LAKE DRIVE LUBBOCK TX 79403 752509769 501C(3) 6283 GENERAL SUPPORT BALLET LUBBOCK 5702 GENOA AVENUE LUBBOCK TX 79424 510163294 501C(3) 10100 THE NUTCRACKER AND BALLET IN SCHOOLS BAYER MUSEUM OF AGRICULTURE PO BOX 505 LUBBOCK TX 79408 752940167 501C(3) 42217 GENERAL SUPPORT AND UNDERWOOD PULLMAN CAR B-HIVE INC 4910 44TH LUBBOCK TX 794169557 814365272 501C(3) 6155 GENERAL SUPPORT BIG BROTHERS BIG SISTERS 3416 KNOXVILLE AVENUE LUBBOCK TX 79413 237041917 501C(3) 37961 GENERAL SUPPORT BILL'S BACKPACKS PO BOX 974 LEVELLAND TX 793360974 833727760 501C(3) 7200 GENERAL SUPPORT BREEDLOVE FOODS INC 1818 N MLK LUBBOCK TX 79403 262194373 501C(3) 8712 GENERAL SUPPORT BUCKNER CHILDREN AND FAMILY SERVICES 129 BRENTWOOD LUBBOCK TX 79416 752571395 501C(3) 12880 FAMILY PATHWAYS CAMP SUMMIT INC 17210 CAMPBELL RD STE 180W DALLAS TX 75252 752488486 501C(3) 8000 MUSIC SENSORY PROGRAM FOR SPECIAL NEEDS CHILDREN CASA OF EL PASO 221 N KANSAS ST SUITE 1501 EL PASO TX 79901 741950407 501C(3) 14000 VOLUNTEER TRAINING/RECRUITING CASA OF THE SOUTH PLAINS INC 1215 AVENUE J SUITE 301 LUBBOCK TX 79401 752482631 501C(3) 32211 GENERAL SUPPORT AND LAPTOPS FOR ADVOCACY VOLUNTEERS AND STAFF CATHOLIC CHARITIES DIOCESE OF LUBBOCK INC 102 AVENUE J LUBBOCK TX 79401 751966688 501C(3) 15061 EMERGENCY FUND AND GENERAL SUPPORT CENTRAL PLAINS CENTER FOR MHMR 2700 YONKERS PLAINVIEW TX 79072 751294355 501C(3) 5000 REED ADOLESCENT CENTER KITCHEN PROJECT CHILDREN'S ADVOCACY CENTER OF THE SOUTH PLAINS INC 720 TEXAS AVENUE LUBBOCK TX 79401 752660920 501C(3) 10535 GENERAL SUPPORT CHILDREN'S GRIEF CENTER OF EL PASO 11625 PELLICANO STE B EL PASO TX 79936 742770329 501C(3) 7000 PSC BUILDING COMMUNITY: COUNSELOR STIPENDS AND SUPPLIES CHRISTIAN RELIEF FUND PO BOX 19670 AMARILLO TX 79114 510183054 501C(3) 5500 LAPTOPS/TABLETS FOR FAMILIES CITY OF SHALLOWATER PO BOX 246 SHALLOWATER TX 79363 756004359 CITY GOVERNMENT 56288 YOUNG CITY PARK: LIGHTING AND DOG PARK COMMUNITIES IN SCHOOLS ON THE SOUTH PLAINS INC 1946 AVENUE Q 3RD FLOOR LUBBOCK TX 79411 752819581 501C(3) 7500 GENERAL SUPPORT AND EMERGENCY FUND FOR BASIC NEEDS AND HYGIENE ITEMS FOR LOW-INCOME STUDENTS COMMUNITY HEALTH CENTER OF LUBBOCK 1610 5TH ST LUBBOCK TX 79401 752424925 501C(3) 20121 GENERAL SUPPORT AND EKG MACHINES COMMUNITY RECOVERY CENTER PO BOX 622 POST TX 793560622 752238256 501C(3) 5000 RED RIBBON BLITZ / A/V UPGRADE COMPLETE COUNT LBK PO BOX 2000 LUBBOCK TX 79457 756000590 501C(3) 5000 COMPLETE COUNT LBK CENSUS CAMPAIGN COVENANT HEALTH SYSTEM FOUNDATION 3623 22ND PLACE LUBBOCK TX 79410 752897026 501C(3) 17229 COMMUNITY DENTAL CLINIC AND GENERAL SUPPORT CROSSVIEW CHRISTIAN CAMP PO BOX 288 DICKENS TX 79229 752879011 501C(3) 12289 GENERAL SUPPORT AND SUMMER CAMP EARLY LEARNING CENTERS OF LUBBOCK INC 1639 MAIN STREET LUBBOCK TX 79401 750940023 501C(3) 5000 EMERGENCY CHILDCARE ASSISTANCE EL PASO COUNCIL OF THE BLIND 12106 SWAPS DRIVE EL PASO TX 79936 471009948 501C(3) 11000 IPADS AND TRAINING FAMILY GUIDANCE & OUTREACH CENTER OF LUBBOCK INC 5 BRIERCROFT OFFICE PARK LUBBOCK TX 794123018 751890384 501C(3) 9349 GENERAL SUPPORT FAMILY PROMISE OF LUBBOCK INC PO BOX 1258 LUBBOCK TX 79408 752758106 501C(3) 6994 GENERAL SUPPORT AND FRESH START PROJECT FLATLANDS DANCE THEATRE PO BOX 93001 LUBBOCK TX 79493 273201902 501C(3) 9800 FLATLANDS DANCE THEATRE'S 10TH SEASON (2019-2020) FRIENDS OF THE LUBBOCK PUBLIC LIBRARY 1306 9TH STREET LUBBOCK TX 79401 756063293 501C(3) 26468 GENERAL OPERATING SUPPORT GARZA COUNTY TRAILBLAZERS 205 E 10TH STREET POST TX 79356 751743881 501C(3) 7500 FEEDING HOMEBOUND SENIOR CITIZENS OF POST, TEXAS HIGH POINT VILLAGE 6223 CR 6300 LUBBOCK TX 79416 611562223 501C(3) 50730 GENERAL SUPPORT AND VAN HOSPICE OF LUBBOCK PO BOX 16800 LUBBOCK TX 79490 752133781 501C(3) 15927 GENERAL SUPPORT HUNTINGTON'S DISEASE SOCIETY OF AMERICA 505 EIGHTH AVENUE SUITE 902 NEW YORK NY 10018 222942578 501C(3) 116932 GENERAL SUPPORT KINGDOM PREPARATORY ACADEMY 6110 CHICAGO AVE LUBBOCK TX 79424 752919746 501C(3) 56882 CLASSROOM GRANTS AND 2019 GIVING TUESDAY LAKERIDGE UNITED METHODIST CHURCH 4701 82ND STREET LUBBOCK TX 79424 751636559 501C(3) 23872 GENERAL SUPPORT, MAINTENANCE AND REPAIR OF CHURCH FACILITIES, AND MISSIONS LAS CRUCES PUBLIC SCHOOLS FOUNDATION PO BOX 16214 LAS CRUCES NM 88004 850456725 501C(3) 9360 MINI-GRANTS FOR TEACHERS LE'LANDS' HEART SANCTUARY PO BOX 98045 LUBBOCK TX 794998045 752951589 501C(3) 7500 RE-HOME LOST/RELINQUISHED PETS AND EXPAND COMMUNITY OUTREACH PROGRAMS LEVELLAND ISD FOUNDATION FOR EXCELLENCE PO BOX 1491 LEVELLAND TX 793361491 752626317 501C(3) 6200 INVESTING IN YOUTH THROUGH LIFE LLANO ESTACADO SILVER STAR BOARD PO BOX 65195 LUBBOCK TX 79464 264547583 501C(3) 10724 HEATERS AND AIR CONDITIONERS FOR THE ELDERLY LOUISE HOPKINS UNDERWOOD CENTER FOR THE ARTS 511 AVENUE K LUBBOCK TX 79401 752732616 501C(3) 20017 GENERAL SUPPORT. LUBBOCK AQUARIUM INC PO BOX 65751 LUBBOCK TX 79464 811242431 501C(3) 5344 2019 GIVING TUESDAY LUBBOCK AREA UNITED WAY 1655 MAIN ST STE 101 LUBBOCK TX 79401 750961812 501C(3) 27534 GENERAL SUPPORT AND ENDOWMENT LUBBOCK ARTS ALLIANCE PO BOX 5092 LUBBOCK TX 79408 237015858 501C(3) 55500 ARTS FESTIVAL - CHILDREN'S AREA. LUBBOCK CHILDREN'S HEALTH CLINIC 302 N UNIVERSITY LUBBOCK TX 79415 750968315 501C(3) 5000 VACCINATION/LAB/PHARMACY ASSISTANCE LUBBOCK CHRISTIAN SCHOOLS 2604 DOVER AVENUE LUBBOCK TX 79407 264232425 501C(3) 18452 FENCE PROJECT LUBBOCK COMMUNITY THEATRE 4232 BOSTON AVE SUITE B LUBBOCK TX 794133258 752278970 501C(3) 5000 LUBBOCK COMMUNITY THEATRE YOUTH PROGRAM AND FALL SEASON LUBBOCK DREAM CENTER 1111 30TH STREET LUBBOCK TX 79411 453991946 501C(3) 48274 ACTION FAMILY PROGRAM AND 2019 GIVING TUESDAY LUBBOCK ENTERTAINMENT AND PERFORMING ARTS ASSOCIATION 1500 BROADWAY STE 902 LUBBOCK TX 79401 461912406 501C(3) 11626 BUDDY HOLLY HALL LUBBOCK EXPERIENCE INCORPORATED 1500 BROADWAY 6TH FLOOR LUBBOCK TX 794013117 208957025 501C(3) 1593715 GATEWAY/TORNADO MEMORIAL PARK LUBBOCK HABITAT FOR HUMANITY 8004 INDIANA AVENUE SUITE B-8 LUBBOCK TX 794112432 752408749 501C(3) 5370 GENERAL SUPPORT AND 2019 GIVING TUESDAY LUBBOCK HERITAGE SOCIETY PO BOX 5443 LUBBOCK TX 79408 751656664 501C(3) 5705 UNDERWOOD PULLMAN CAR RESTORATION AND INTERPRETIVE EXHIBITS LUBBOCK IMPACT 2707 34TH STREET LUBBOCK TX 79410 261607120 501C(3) 30492 GENERAL SUPPORT AND SOUP KITCHEN LUBBOCK MEALS ON WHEELS INC 2304 34TH STREET LUBBOCK TX 79411 751333736 501C(3) 18669 GENERAL SUPPORT AND FOOD DRIVE LUBBOCK SYMPHONY ORCHESTRA 601 AVENUE K LUBBOCK TX 79401 756001993 501C(3) 7654 GENERAL SUPPORT AND FAMILY CONCERT MEADOWS MENTAL HEALTH POLICY INSTITUTE FOR TEXAS 2800 SWISS AVE DALLAS TX 75204 463992618 501C(3) 95000 COMPREHENSIVE MENTAL HEALTH NEEDS ASSESSMENT - LUBBOCK, TEXAS AREA MORRIS SAFE HOUSE 3240 NIGHTINGALE ROAD LUBBOCK TX 79407 262804005 501C(3) 15031 GENERAL SUPPORT AND MEDICAL SUPPORT FOR ANIMALS NCF CHARITABLE TRUST 11625 RAINWATER DRIVE SUITE 500 ALPHARETTA GA 30009 204326440 501C(3) 10000 CHARITABLE FUND NEW WEST CONTEMPORARY ART MUSEUM PLAINVIEW (CAMP) 219 E 6TH STREET PLAINVIEW TX 79072 814896903 501C(3) 15000 PROGRAMMING 2019 ONE ACCORD FELLOWSHIP 6002 AVENUE U LUBBOCK TX 79412 000000000 CHURCH/RELIGIOUS ORG 60000 GENERAL SUPPORT OPEN DOOR 1918 13TH ST LUBBOCK TX 79401 510687541 501C(3) 32213 GENERAL SUPPORT OUTPOST REPERTORY THEATRE 3613 46TH STREET LUBBOCK TX 794133426 822670726 501C(3) 5000 OUTPOST REP INAUGURAL SEASON START UP EXPENSES PARENTING COTTAGE 3818 50TH STREET LUBBOCK TX 79413 751806027 501C(3) 7935 GENERAL SUPPORT AND CAR SEAT EDUCATION AND ASSISTANCE PROGRAM PAUL'S PROJECT PO BOX 53891 LUBBOCK TX 79424 472366074 501C(3) 20000 GENERAL SUPPORT PAWS PET ADOPTION OF PLAINVIEW PO BOX 1605 PLAINVIEW TX 79073 471313229 501C(3) 8890 OPERATING SUPPORT FOR PERSONNEL AND VET CARE PHI BETA KAPPA 1600 NEW HAMPSHIRE AVE NW WASHINGTON DC 20009 752585121 501C(7) 7810 2019 HIGH SCHOOL EXCELLENCE AWARDS, COLLATERAL MATERIALS PLAINVIEW CIVIC MUSIC ASSOCIATION 2317 W 5TH ST 111 PLAINVIEW TX 79072 751741822 501C(3) 10000 PLAINVIEW SYMPHONY ORCHESTRA PILLAR CONCERT EVENTS FOR COMMUNITY CHORAL ORGANIZATIONS PLAINVIEW COMMUNITY CONCERT ASSOCIATION 1207 FLOYDADA STREET PLAINVIEW TX 79072 751904485 501C(3) 15000 FIVE STELLAR CONCERTS BY WORLD-RENOWNED PERFORMERS POST ANIMAL REFUGE CENTER PO BOX 13 POST TX 79356 271920764 501C(3) 10400 VETERINARY EXPENSES AND KENNEL PEN DIVIDERS PRESBYTERIAN CHILDREN'S HOMES AND SERVICES 5920 W WILLIAM CANNON DR AUSTIN TX 78749 750818172 501C(3) 6000 LUBBOCK CHILD & FAMILY PROGRAM RACE TRACK CHAPLAINCY RUIDOSO DOWNS PO BOX 449 RUIDOSO DOWNS NM 88346 237181877 501C(3) 5000 GENERAL OPERATING SUPPORT REFUGE SERVICES INC PO BOX 53684 LUBBOCK TX 794533684 752827710 501C(3) 17664 VETERAN PROGRAM, SCHOLARSHIPS, AND GENERAL SUPPORT RESCUED ANIMALS - SECOND CHANCE INC 4802 17TH ST LUBBOCK TX 79416 461869439 501C(3) 5548 HORSE REHABILITATION RESTORATION MINISTRIES OF WEST TEXAS 4414 82ND ST 212-332 LUBBOCK TX 79424 815322932 501C(3) 20000 GENERAL SUPPORT AND BUILDING SUPPLIES FOR FREE HOME REPAIR PROJECTS RONALD MCDONALD HOUSE 3413 10TH STREET LUBBOCK TX 79415 751915179 501C(3) 18096 GENERAL SUPPORT AND APPLIANCES SALVATION ARMY - SOUTHERN TERRITORY 1424 NORTHEAST EXPRESSWAY NE BROOKHAVEN GA 30329 580660607 501C(3) 13002 GENERAL SUPPORT SCIENCE SPECTRUM 2579 S LOOP 289 SUITE 250 LUBBOCK TX 79423 752184555 501C(3) 10159 GENERAL SUPPORT SHRINERS HOSPITAL FOR CRIPPLED CHILDREN PO BOX 31356 TAMPA FL 33631 362193608 501C(3) 10972 GENERAL SUPPORT AND GALVESTON BURN INSTITUTE SLATON RAILROAD HERITAGE ASSOCIATION 400 RAILROAD AVENUE SLATON TX 793640053 752439515 501C(3) 9612 HARVEY HOUSE RESTORATION, ROOFING, CHAIRS AND GENERAL SUPPORT SOUTH PLAINS FOOD BANK 5605 MLK BLVD LUBBOCK TX 79404 751904829 501C(3) 24914 GENERAL SUPPORT SPRING CREEK MINISTRIES 5109 82ND ST STE 7-1211 LUBBOCK TX 79424 462186193 501C(3) 17959 GENERAL SUPPORT ST BENEDICT'S CHAPEL 1615 28TH STREET LUBBOCK TX 79408 272070010 501C(3) 7986 MISSION SUPPLIES TO FEED BODY AND SOUL ST ELIZABETH UNIVERSITY PARISH 2305 MAIN STREET LUBBOCK TX 79401 751699865 501C(3) 41781 GENERAL SUPPORT ST JOHN NEUMANN CATHOLIC CHURCH 5802 22ND STREET LUBBOCK TX 79407 000000000 501C(3) 40241 MORTGAGE RETIREMENT TEAM LUKE HOPE FOR MINDS 10708 JUSTICE LUBBOCK TX 79424 320351208 501C(3) 5000 ADVOCACY RESOURCES FOR GUARDIANS TEXAS ARCHITECTURAL FOUNDATION 500 CHICON STREET AUSTIN TX 78702 746050437 501C(3) 7000 PSC BUILDING COMMUNITY SCHOLARSHIPS TEXAS BOYS RANCH PO BOX 5665 LUBBOCK TX 79408 237292527 501C(3) 26729 GENERAL SUPPORT, STAFF TRAINING AND SUMMER CAMP TEXAS MASONIC RETIREMENT CENTER 1501 W DIVISION ARLINGTON TX 76012 751612433 501C(3) 5125 GENERAL SUPPORT TEXAS SCOTTISH RITE HOSPITAL FOR CRIPPLED CHILDREN 2222 WELBORN STREET DALLAS TX 75219 750818178 501C(3) 9769 GENERAL SUPPORT TEXAS TECH UNIVERSITY FOUNDATION PO BOX 41102 LUBBOCK TX 79409 756043842 501C(3) 10547 BURKHART CENTER, CENTER FOR STUDY OF ADDICTION AND RECOVERY, INSTITUTE FOR STUDY OF WESTERN CIVILIZATION, FRIENDS OF MUSIC, KTTZ AND UNIVERSITY THERAPEUTIC RIDING CENTER THE INSIDE OUT FOUNDATION 4630 50TH STREET SUITE 500 LUBBOCK TX 79414 455597137 501C(3) 17046 GENERAL SUPPORT W J MANGOLD MEMORIAL HOSPITAL FOUNDATION PO BOX 37 LOCKNEY TX 79241 205642351 501C(3) 10000 EQUIPMENT PURCHASE- VIDEO PROCESSOR FOR ENDOSCOPIC PROCEDURES WOMEN'S PROTECTIVE SERVICES PO BOX 54089 LUBBOCK TX 79453 751633066 501C(3) 31366 GENERAL OPERATING SUPPORT YOUTH ORCHESTRAS OF LUBBOCK PO BOX 64036 LUBBOCK TX 794644036 273569833 501C(3) 12001 2019-2020 SEASON AND GENERAL SUPPORT YWCA OF LUBBOCK 3101 35TH STREET LUBBOCK TX 79413 750939427 501C(3) 61853 GENERAL SUPPORT 95 1 SCHOLARSHIPS FOR HIGHER EDUCATION. SPECIFICALLY SCHOLARSHIPS FOR ATTENDING JUNIOR COLLEGES OR UNIVERSITIES. 114 241688 PART I, LINE 2: THE COMMUNITY FOUNDATION OF WEST TEXAS MAKES GRANTS TO NON-PROFIT ORGANIZATIONS CAPABLE OF PROVIDING SERVICES FOR AREA RESIDENTS. IN THE CASE OF DONOR-ADVISED FUND RECOMMENDATIONS, GRANTS CAN ALSO BE MADE FOR CHARITABLE PURPOSES OUTSIDE OF THE LUBBOCK AREA. THE FOUNDATION WILL REVIEW THE CREDENTIALS OF ALL NON-PROFIT ORGANIZATIONS SEEKING GRANTS. THIS REVIEW WILL INCLUDE VERIFICATION OF IRS RULING AND PROGRAM EVALUATIONS THAT DETAIL THE USE OF FUNDS GRANTED. THE FOUNDATION IS OBLIGATED TO WITHHOLD OR RECALL GRANTS TO ORGANIZATIONS THAT CANNOT OR ARE UNWILLING TO PROVIDE APPROPRIATE DOCUMENTATION AND REPORTS THAT ENSURE APPROPRIATE USE OF FUNDS. ADDITIONAL CRITERIA FOR EVALUATION OF REQUESTS FOR FUNDING FROM THE FOUNDATION'S UNRESTRICTED FUNDS MAY INCLUDE THE FOLLOWING: 1. SCREENING FOR ELIGIBILITY: HAS THE ORGANIZATION PROVIDED BASIC DOCUMENTATION, INCLUDING IRS DETERMINATION LETTER AND FINANCIAL STATEMENTS? IS THERE A CLEAR AND CONCISE PROPOSAL? DOES THE REQUEST MEET THE LEGAL REQUIREMENTS AND THE INTEREST AREAS OF THE COMMUNITY FOUNDATION OF WEST TEXAS? 2. ORGANIZATION STRENGTH: IS THIS A CREDIBLE ORGANIZATION? WHAT IS ITS MISSION? WHAT IS ITS PROFESSIONAL STANDING WITHIN ITS COMMUNITY? WHAT IS ITS TRACK RECORD? WHO IS SERVED AND ARE THERE SIMILAR PROGRAMS IN THE SAME GEOGRAPHICAL AREA? IS THERE EVIDENCE OF COMMUNITY SUPPORT? 3. PEOPLE: DO KEY PERSONNEL HAVE THE NECESSARY EXPERTISE TO UNDERTAKE THE PROPOSED PROGRAM AND CAPABILITY TO REACH THE OBJECTIVES? IS THE MANAGEMENT WELL-ORGANIZED? DOES THE BOARD COMPOSITION REFLECT AN APPROPRIATE DIVERSITY OF SKILLS AND BACKGROUNDS? 4. FINANCIAL CONDITION: HOW DOES THE AGENCY MEET DAY-TO-DAY OPERATIONS? IS THERE A BROAD BASE OF SUPPORT? IF THERE IS AN OPERATIONAL DEFICIT, HOW DOES THE AGENCY INTEND TO MEET THE DEFICIT? DOES THE PROGRAM HAVE A CREDIBLE BUDGET? 5. IDENTIFIED NEED TO BE ADDRESSED: HAS AN IMPORTANT PROBLEM OF WORKABLE DIMENSIONS BEEN PRESENTED AND DATA BEEN GIVEN TO SUBSTANTIATE THE PROBLEM? 6. PROGRAM OBJECTIVES: WHAT WILL BE ACCOMPLISHED WITH THE PROPOSED FUNDING? ARE THE OBJECTIVES REALISTIC AND MEASURABLE? DO THEY RELATE TO THE STATED PROBLEM OR NEED? IF THIS IS A NEW ACTIVITY OR APPROACH, WHAT HAS BEEN LEARNED FROM RESEARCH OR A SIMILAR PROGRAM? 7. METHODS: ARE THE PLANS SUFFICIENTLY DETAILED? IS THERE EVIDENCE GIVEN THAT SUPPORT THE PROPOSED RESULTS? IS THE TIMETABLE FOR IMPLEMENTATION REALISTIC? 8. EVALUATION: IS THERE A PROCEDURE DESIGNED TO MEASURE ACCOMPLISHMENTS OR OBJECTIVES? 9. FUTURE/OTHER FUNDING: WHAT OTHER FUNDING SOURCES HAVE BEEN IDENTIFIED? IF THE PROGRAM IS TO BE CONTINUED BEYOND THE GRANT PERIOD, IS A VERIFIABLE PLAN PRESENTED FOR FUTURE FINANCIAL SUPPORT? IF THE DUE DILIGENCE INVESTIGATION DETERMINES THAT THE PROSPECTIVE GRANTEE QUALIFIES FOR A GRANT DISTRIBUTION, THE PROPOSAL WILL BE PRESENTED TO THE GRANTS COMMITTEE FOR CONSIDERATION. IF THE DUE DILIGENCE INVESTIGATION DETERMINES THAT THE PROSPECTIVE GRANTEE DOES NOT QUALIFY FOR A GRANT DISTRIBUTION, THE FOUNDATION WILL INFORM THE PROSPECTIVE GRANTEE, AND IF APPLICABLE, THE FUND ADVISOR WHO RECOMMENDED THE GRANT, OF THIS DECISION AND THE APPLICATION/RECOMMENDATION SHALL BE CONSIDERED REJECTED. PROPOSALS ARE PRESENTED BY THE FOUNDATION STAFF TO THE GRANTS COMMITTEE. GRANTS COMMITTEE RECOMMENDATIONS ARE THEN PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL. STAFF AND THE GRANTS COMMITTEE MEMBERS WILL ANNUALLY REVIEW FUND AGREEMENTS THAT CLEARLY DESCRIBE DONOR INTENT AND THE PURPOSE FOR WHICH THE FUND WAS ESTABLISHED. STAFF AND GRANTS COMMITTEE MEMBERS WILL DISCUSS SUITABLE GRANTEES FOR DONOR ADVISED, FIELD-OF-INTEREST AND UNRESTRICTED FUNDS AT EACH GRANTS COMMITTEE MEETING. DONORS WILL BE ENCOURAGED TO REVIEW AGREEMENTS WITH THEIR PERSONAL ADVISORS. DONORS WILL ALSO BE ORIENTED TO FOUNDATION ADMINISTRATIVE FEES AND PROCEDURES FOR RECOMMENDING GRANTS, AND THEY WILL RECEIVE SEMI-ANNUAL REPORTS THAT DETAIL FUND ACTIVITY. FUND ADVISORS SHOULD EXPECT REGULAR COMMUNICATION FROM THE FOUNDATION, INCLUDING INFORMATION ON UNMET COMMUNITY NEEDS THAT COULD POSSIBLY BE SUPPORTED THROUGH THEIR FUNDS. X 2 311384 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 DIRECTORS DON AND TED RUSHING HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 4 CHANGES TO THE BYLAWS INCLUDED: UPDATE OF THE ORGANIZATION NAME TO COMMUNITY FOUNDATION OF WEST TEXAS; SPECIFIED COUNTIES SERVED RATHER THAN A REGION; UPDATED BUSINESS ADDRESS; CHANGED ANNUAL MEETING TO DECEMBER INSTEAD OF JANUARY; CHANGED QUORUM TO HALF PLUS 1 OF THE NUMBER OF DIRECTORS IN OFFICE RATHER THAN 1/3; REMOVED OPTION OF VOTING BY PROXY; ESTABLISHED AN AUDIT COMMITTEE AND DESIGNATED THE BOARD CHAIR-ELECT AS CHAIR OF THE AUDIT COMMITTEE; CLARIFIED DUTY TO AVOID IMPROPER DISTRIBUTIONS; ADDED DEFENSE TO THE INDEMNIFICATION SECTION, SPECIFIED THAT DEFENSE AND INDEMNIFICATION APPLIES TO A DIRECTOR, OFFICER, COMMITTEE MEMBER, EMPLOYEE OR AGENT OF THE FOUNDATION WHO WAS, IS, OR MAY BE NAMED AS A RESPONSIBLE PARTY AND SPECIFIED RELATED INSURANCE REQUIREMENTS; ADDED EMAIL AND REMOVED TELECOPIER AS A MEANS OF WRITTEN NOTICE; AND SPECIFIED CONDITIONS UNDER WHICH A BOARD DECISION IS PERMITTED TO BE MADE WITHOUT A FORMAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B A COPY WILL BE PRESENTED TO THE BOARD FOR DISCUSSION, REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND STAFF ARE REQUIRED TO COMPLETE AND RETURN A STATEMENT EACH YEAR STATING THAT THEY HAVE READ THE CONFLICT OF INTEREST POLICY AND AGREE TO ABIDE BY ITS TERMS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS USE THE FORM 990 OF OTHER TAX EXEMPT ORGANIZATIONS WHEN DETERMINING THE COMPENSATION OF THE PRESIDENT. THE PRESIDENT IS THE ONLY EMPLOYEE THE ORGANIZATION HAS THAT MEETS THE IRS DEFINITION OF OFFICER OR KEY EMPLOYEE. THE ORGANIZATION DOES NOT HAVE ANY OTHER EMPLOYEES WHO MEET THE IRS DEFINITION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR VIEWING AT THE ORGANIZATION'S OFFICE. THE ANNUAL REPORT AND AUDITED FINANCIAL STATEMENTS CAN ALSO BE FOUND ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XII, LINE 2C THE ORGANIZATION USES A COMMITTEE ASSIGNED BY THE BOARD TO OVERSEE THE FINANCIAL STATEMENT AUDIT AND FOR SELECTION OF THE INDEPENDENT AUDITOR.