GREATER TAYLOR FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GREATER TAYLOR FOUNDATION (EIN 87-3682838)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202503169349309715
- Schema version
- 2024v5.2
- 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 | 2025-11-12T21:09:19-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 463330935 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AVENSON HAMANN CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7421 BURNET ROAD 522 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78757 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 873682838 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREATER TAYLOR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREA | BusinessNameControlTxt |
| Phone | 5127630779 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1519 N MAIN STREET | AddressLine1Txt |
| City | TAYLOR | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76574 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANA PHILLIPS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5127630779 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KARA HAMANN | PreparerPersonNm |
| PTIN | P00268440 | PTIN |
| Phone | 5126939131 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DIANA PHILLIPS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1519 N MAIN STREET | AddressLine1Txt |
| City | TAYLOR | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76574 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $451,993 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | GREATERTAYLORFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2021 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | THE GREATER TAYLOR FOUNDATION, ESTABLISHED IN 2022, LAUNCHED IMPACT TAYLOR IN 2023. PHASE ONE OF THE INITIATIVE WAS A COMMUNITY NEEDS ASSESSMENT CONDUCTED BY CRESCENDO CONSULTANT GROUP TO ASSESS AND UNDERSTAND THE NEEDS AND CHALLENGES FACED BY TAYLOR RESIDENTS AND IDENTIFY SERVICE GAPS AND AREAS REQUIRING ATTENTION. PHASE 2 OF THE INITIATIVE WILL KICK OFF IN 2024 WITH THE EMPHASIZE ON COMMUNITY INVOLVEMENT AND COLLECTIVE PROBLEM-SOLVING.. THE FINAL PHASE WILL KICK OFF IN 2025 AND INVOLVES A GRANT-MAKING PROCESS FOR LOCAL ORGANIZATIONS AND INITIATIVES THAT ADDRESS THE IDENTIFIED NEEDS ENSURING THAT RESOURCES ARE DIRECTED TOWARDS IMPACTFUL PROJECTS THAT BENEFIT THE COMMUNITY..GOALS AND IMPACT:1) ADDRESSING SERVICE GAPS: BY IDENTIFYING AND ADDRESSING GAPS IN SERVICES, THE INITIATIVE AIMS TO IMPROVE THE OVERALL WELL-BEING OF TAYLOR RESIDENTS.2) ENHANCING QUALITY OF LIFE: THE INITIATIVE FOCUSES ON CREATING A BETTER LIVING ENVIRONMENT THROUGH TARGETED INTERVENTIONS AND SUPPORT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,182,515 | PYContributionsGrantsAmt |
| CY Contributions Grants | $376,380 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,186 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$1,137 | PYInvestmentIncomeAmt |
| CY Investment Income | $71,427 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,181,378 | PYTotalRevenueAmt |
| CY Total Revenue | $451,993 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $103,574 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $213,581 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $862 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $45,996 | PYOtherExpensesAmt |
| CY Other Expenses | $55,189 | CYOtherExpensesAmt |
| PY Total Expenses | $149,570 | PYTotalExpensesAmt |
| CY Total Expenses | $268,770 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,031,808 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $183,223 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,121,980 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,372,228 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,553 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,113,427 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,372,228 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO IMPROVE THE QUALITY OF LIFE IN THE TAYLOR, TX AREA THROUGH THE DEVELOPMENT OF PHILANTHROPIC GIVING, RESPONSIBLE GRANT MAKING, PROFESSIONAL STEWARDSHIP AND COLLABORATIVE LEADERSHIP. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $231,782 | ExpenseAmt |
| Grant | $213,581 | GrantAmt |
| Revenue | $4,186 | RevenueAmt |
| Desc | COMMUNITY CONNECTIONS & COLLABORATIONS, ECONOMIC WELLBEING, FOOD INSECURITY, HOUSING, MENTAL HEALTH, CHILDCARE AND EARLY EDUCATION. KEY ASPECTS OF THE IMPACT COUNCILS:1. COMMUNITY NEEDS ASSESSMENT: IN ADDITION TO THE CNA, EACH COUNCIL CONDUCTS THOROUGH ASSESSMENTS AROUND THE BARRIERS WITHIN THE COMMUNITY.2. COMMUNITY ENGAGEMENT: THEY WORK CLOSELY WITH LOCAL ORGANIZATIONS, RESIDENTS, AND STAKEHOLDERS TO DEVELOP AND IMPLEMENT SOLUTIONS.3. GRANT-MAKING: THE COUNCILS WILL OVERSEE THE DISTRIBUTION OF GRANTS TO SUPPORT PROJECTS AND INITIATIVES THAT ALIGN WITH THEIR FOCUS AREAS.THESE COUNCILS ENSURE THAT THE FOUNDATION'S EFFORTS ARE TARGETED AND EFFECTIVE, MAKING A MEANINGFUL IMPACT ON THE COMMUNITY. THIS INITIATIVE AIMS TO FOSTER COMMUNITY DEVELOPMENT AND ENSURE THAT TAYLOR REMAINS A GREAT PLACE TO LIVE. IN ADDITION TO THE COLLECTIVE IMPACT WORK, THE FOUNDATION CONDUCTS GIVE TAYLOR, AN ONLINE GIVING CAMPAIGN HELD ON THE TUESDAY AFTER THANKSGIVING FOR ALL 501(C)(3) ORGANIZATIONS IN TAYLOR AS PART OF THE GLOBAL GIVING TUESDAY MOVEMENT.THE FOUNDATION CONVENES THE COMMUNITY AROUND KEY ISSUES, WORKING COLLABORATIVELY AND WITH DIVERSE STAKEHOLDERS INCLUDING NONPROFITS, INSTITUTIONS, HIGHER ED, FAITH BASED, BUSINESS AND RESIDENTS TO PROVIDE POSITIVE LASTING CHANGE FOR A BRIGHTER FUTURE FOR ALL WHO LIVE IN TAYLOR. IN 2024, THE FOUNDATION HOSTED 113 CONVENINGS, ENGAGING 1,185 PARTICIPANTS. | Desc |
| Total Program Service Expenses | $231,782 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIANA PHILLIPS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5127630779 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1519 N MAIN STREET | AddressLine1Txt |
| City | TAYLOR | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76574 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DIANA PHILLIPS | ||||||
| BOARD CHAIR | 35.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROSEMARY HAUSER | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SAM DOWDY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RYAN STIBA | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| EBBY GREEN | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KEITH HAGLER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ED KOMANDOSKY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RANDALL PICK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHERYL WEBSTER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN R FAYKUS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JESSIE ANCIRA III | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CANDY BUZAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOE GONZALEZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARCUS REECE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIA STONE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $376,380 | AllOtherContributionsAmt |
| Total Contributions | $376,380 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REGISTRATION FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,186 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,186 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,186 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,621 | TotalRevenueColumnAmt |
| Exclusion | $35,621 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,806 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,806 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,806 | TotalRevenueColumnAmt |
| Exclusion | $35,806 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $451,993 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,186 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $71,427 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,581 | TotalAmt |
| Program Services | $163,581 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,000 | TotalAmt |
| Program Services | $50,000 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,160 | TotalAmt |
| Management And General | $1,160 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,500 | TotalAmt |
| Management And General | $3,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,718 | TotalAmt |
| Management And General | $21,718 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |
| Program Services | $10,000 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,655 | TotalAmt |
| Program Services | $2,000 | ProgramServicesAmt |
| Management And General | $5,000 | ManagementAndGeneralAmt |
| Fundraising | $655 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,259 | TotalAmt |
| Program Services | $2,698 | ProgramServicesAmt |
| Management And General | $2,354 | ManagementAndGeneralAmt |
| Fundraising | $207 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128 | TotalAmt |
| Program Services | $128 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,982 | TotalAmt |
| Program Services | $3,375 | ProgramServicesAmt |
| Management And General | $607 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,787 | TotalAmt |
| Management And General | $1,787 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,770 | TotalAmt |
| Program Services | $231,782 | ProgramServicesAmt |
| Management And General | $36,126 | ManagementAndGeneralAmt |
| Fundraising | $862 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,422 | BOYAmt |
| EOY | $12,298 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $200,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,077,558 | BOYAmt |
| EOY | $1,159,930 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,121,980 | BOYAmt |
| EOY | $1,372,228 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,553 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,553 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,113,427 | BOYAmt |
| EOY | $1,372,228 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,113,427 | BOYAmt |
| EOY | $1,372,228 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,121,980 | BOYAmt |
| EOY | $1,372,228 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $183,223 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $75,578 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $56,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,182,515 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $376,380 | CurrentTaxYearAmt |
| Total | $1,615,095 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $56,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,182,515 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $376,380 | CurrentTaxYearAmt |
| Total | $1,615,095 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,086,782 | SubstantialContributorsTotAmt |
| Public Support Total170 | $528,313 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $15,665 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,621 | CurrentTaxYearAmt |
| Total | $51,286 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,666,381 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,186 | GrossReceiptsRltdActivitiesAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,036,380 | BeginningYearBalanceAmt |
| End Year Balance | $1,036,380 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $1,015,110 | ContributionsAmt |
| Investment Earnings Or Losses | $38,790 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $7,520 | AdministrativeExpensesAmt |
| End Year Balance | $1,036,380 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | ENDOWMENT DISTRIBUTIONS SUPPORT CHARITABLE ORGANIZATIONS PROVIDING SERVICES IN TAYLOR THAT WERE FORMERLY SUPPORTED BY THE JOHN WEHBY ESTATE. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| TAYLOR EDUCATION AND ENRICHMENT FOUNDATION | ||||||||
| 3101 N MAIN STREET SUITE C | TAYLOR | TX | 76574 | 742387648 | 501C3 | $19,313 | $0 | GENERAL OPERATIONS GRANT |
| ST MARY'S CATHOLIC SCHOOL | ||||||||
| 408 WASHBURN ST | TAYLOR | TX | 76574 | 823914576 | 501C3 | $7,910 | $0 | GENERAL OPERATIONS GRANT |
| TEXAS CRITTER CRUSADERS | ||||||||
| PO BOX 468 | TAYLOR | TX | 76574 | 812797774 | 501C3 | $5,553 | $0 | GENERAL OPERATIONS GRANT |
| SHEPHERD'S HEART FOOD PANTRY AND COMMUNITY MINISTRIES | ||||||||
| 121 E 2ND ST | TAYLOR | TX | 76574 | 800248120 | 501C3 | $13,165 | $0 | GENERAL OPERATIONS GRANT |
| ST JAMES EPISCOPAL CHURCH | ||||||||
| 612 DAVIS ST | TAYLOR | TX | 76574 | 741476691 | 501C3 | $10,000 | $0 | GENERAL OPERATIONS GRANT |
| 10TH STREET UNITED METHODIST | ||||||||
| 410 W 10TH | TAYLOR | TX | 76574 | 742311276 | 501C3 | $10,000 | $0 | GENERAL OPERATIONS GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | COLLEGE SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 20 | RecipientCnt |
| Cash Grant | $50,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ASSISTANCE TO INDIVIDUALS: SCHOLARSHIP APPLICANTS APPLY ONLINE. A COMMITTEE REVIEWS, EVALUATES AND SCORES APPLICATIONS ACCORDING TO SCHOLARSHIP POLICIES. ONCE THE SCHOLARSHIP RECIPIENTS ARE DETERMINED, THE FOUNDATION MAKES PAYMENT DIRECTLY TO THE UNIVERSITIES. ASSISTANCE TO ENTITIES: A COMMITTEE MADE UP OF CHAMBER MEMBERS AND FOUNDATION MEMBERS PROVIDED OVERSIGHT FOR THE PROJECT. COMMITTEE RESPONSIBILITIES INCLUDED: - ESTABLISHING A BUDGET AND WORK TIMELINE - SOLICITING BIDS - APPROVING CONTRACTORS - PAYING CONTRACTORS UPON RECEIPT OF INVOICES FOR COMPLETION OF WORK | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD CHAIR WILL REVIEW THE 990 AND DISTRIBUTE THE 990 TO BOARD MEMBERS PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD OF DIRECTORS. THE INTERESTED PERSON SHALL LEAVE THE BOARD MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTERESTED IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD MEMBERS SHALL DECIDE IF A CONFLICE OF INTEREST EXISTS. IF THE BOARD OF DIRECTORS HAS A REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD OF DIRECTORS DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL REQUIRED DOCUMENTS ARE AVAILABLE UPON REQUEST. |
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