2018-11-15T17:01:36-06:00 2017-12-31 900525804 SAVILLE DODGEN AND COMPANY PLLC 700 NORTH PEARL STREET SUITE 1100 DALLAS TX 75201 990 2017-01-01 471894945 THE JORDAN SPIETH FAMILY FOUNDATION JORD 2143607000 5950 SHERRY LANE SUITE 600 DALLAS TX 75225 MARK GRIEGE SECRETARY & TREASURER 2149229727 2018-11-15 1 TAMARA BERLEY CPA P00432092 2149229727 2018-11-15 66.60.72.146 2018-11-15 17:01:34 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 EC24622FEDCF937FF05A83387E1092F8ABA1DA23 2017 2019-02-21 02:37:17Z MARK GRIEGE 5950 SHERRY LANE STE 600 DALLAS TX 75225 2183219 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 20 0 0 1585565 1860583 0 0 79662 104644 61175 -169216 1726402 1796011 442180 1134572 0 0 0 0 0 0 13664 30521 92128 472701 1226700 1253701 569311 3037020 3844286 103430 156346 2933590 3687940 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 1134572 1134572 TO PROVIDE GRANTS FOR THE FOUNDATION'S FOUR PHILANTHROPIC PILLARS WHICH INCLUDE SPECIAL NEEDS YOUTH, JUNIOR GOLF, MILITARY SUPPORT AND PEDIATRIC CANCER. 1134572 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 1 0 0 0 0 0 0 0 1 0 0 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 SECRETARY & TREASURER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 370904 1489679 158039 1860583 59253 59253 45391 0 45391 45391 45391 217992 370904 387208 -169216 -169216 1796011 0 0 -64572 1134572 1134572 33274 33274 6750 6750 18218 18218 2000 2000 13664 13664 MISCELLANEOUS EXPENSES 13731 13731 CREDIT CARD PROCESSING 4421 4421 BANK SERVICE CHARGES 70 70 1226700 1134572 78464 13664 1091140 489395 20710 204917 35959 11237 33712 24722 1891458 3125252 3037020 3844286 103430 156346 103430 156346 X 0 0 0 0 2933590 3687940 2933590 3687940 3037020 3844286 X 569311 180365 4674 X X 1 X 1 X 1 0 X 213039 1404239 1585565 753005 3955848 213039 1404239 1585565 753005 3955848 2966396 989452 63 11951 79756 104652 196422 4152270 X 35959 11237 24722 24722 GOLF TOURNAMENT 588896 370904 217992 10917 123275 23727 40971 188318 588896 370904 217992 10917 123275 23727 40971 188318 387208 -169216 0 CAMP BARNABAS PO BOX 3200 SPRINGFIELD MO 65808 431700240 501(C)(3) 50000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. CELEBRATION OF LOVE 15630 VISION DRIVE PFLUGERVILLE TX 78660 263854859 501(C)(3) 25000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. CHASE'S PLACE 620 N COIT ROAD SUITE 2176 RICHARDSON TX 75080 320065355 501(C)(3) 10000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. CHILDREN'S SEEK CAMP 3624 LONG PRAIRIE RD SUITE 101 FLOWER MOUND TX 75022 501(C)(3) 10000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. INDO JAX SURF CHARITIES INC 8935 TILBURY DRIVE WILMINGTON NC 28411 451600562 501(C)(3) 15000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. LITTLE LINKSTERS ASSOCIATION 1613 WEST AKRON DRIVE DELTONA FL 32725 453839723 501(C)(3) 20000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. NATIONAL AMBUCS PO BOX 5127 HIGH POINT NC 27762 560715171 501(C)(3) 20000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. NORTHERN TEXAS PGA JUNIOR GOLF FOUNDATION 15150 PRESTON RD SUITE 250 DALLAS TX 75248 752216940 501(C)(3) 37360 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. NOTRE DAME OF DALLAS SCHOOLS FOUNDATION INC 2018 ALLEN STREET DALLAS TX 75204 752896518 501(C)(3) 30000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. OPERATION SECOND CHANCE INC 22708 BIRCHCREST LANE CLARKSBURG MD 20871 202624345 501(C)(3) 100000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. RISE ADVENTURES INC 2720 ROCHELLE POINT IRVING TX 75062 208646346 501(C)(3) 10000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. THE FIRST TEE OF DALLAS PO BOX 130035 DALLAS TX 75313 752602809 501(C)(3) 55000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. AMERICAN JUNIOR GOLF ASSOCIATION 1980 SPORTS CLUB DR BRASELTON GA 30517 581433914 501(C)(3) 100000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. ARMED SERVICES YMCA 14040 CENTRAL LOOP SUITE B WOODBRIDGE VA 22193 363274346 501(C)(3) 50000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. ATTITUDES & ATTIRE 2050 N STEMMONS FWY MB 102 SUITE 181 DALLAS TX 75207 752574836 501(C)(3) 20000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. AUTISM TREATMENT CENTER 10503 METRIC DRIVE DALLAS TX 75243 751518193 501(C)(3) 25000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY.TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. CARL JACKSON FOUNDATION PO BOX 72173 DURHAM NC 27722 270298513 501(C)(3) 10000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. CHILDREN'S MEDICAL CENTER FOUNDATION 8401 W DODGE ROAD SUITE 120 OMAHA NE 68114 476105603 501(C)(3) 185000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. EQUEST PO BOX 171779 DALLAS TX 75217 751823701 501(C)(3) 25000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. FALDO TRUST FOR TOMORROW'S CHILDREN INC 5850 T G LEE BLVD STE 435 ORLANDO FL 32822 462793921 501(C)(3) 25000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. FEAT - NORTH TEXAS 7286 GLENVIEW DRIVE RICHLAND HILLS TX 76180 752598570 501(C)(3) 23000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. HONOR COURAGE COMMITMENT 4801 SPRING VALLEY RD SUITE 20 DALLAS TX 75244 320344375 501(C)(3) 20000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. KINETIC KIDS PO BOX 690993 SAN ANTONIO TX 78269 743080076 501(C)(3) 10000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. KNIGHTS OF HEROES 20260 TRUE VISTA MONUMENT CO 80132 260786719 501(C)(3) 20000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. LEUKEMIA TEXAS 4925 N OCONNOR RD SUITE 125 IRVING TX 75062 751327679 501(C)(3) 100000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. MICAELA'S ARMY FOUNDATION 7124 VAN GOGH DR PLANO TX 75093 460923823 501(C)(3) 5000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. PROJECT HEALING WATERS PO BOX 695 LA PLATA MD 20646 611518154 501(C)(3) 50000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. TEXAS ROWING FOR ALL 3007 SAVOY PL AUSTIN TX 78757 900500191 501(C)(3) 10000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 2222 WELBORN ST DALLAS TX 75219 460683787 501(C)(3) 20000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. PENN STATE DANCE MARATHON 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. THE TOUCHDOWN CLUB FOUNDATION 479 W STREETSBORO ST APT E HUDSON OH 44236 271248600 501(C)(3) 5000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. UNLIMBITED FOUNDATION PO BOX 751 JUPITER FL 33468 814506280 501(C)(3) 25000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. VETERANS GOLF ASSOCIATION 6301 COMMON OAKS CT APT 103 MEMPHIS TN 38120 471396908 501(C)(3) 5000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. X 1 3000 ESTIMATED FMV X TRIPS 12 85972 ESTIMATED FAIR MARKE X GOLF SIMULATOR TRAINING 1 49900 ESTIMATED FAIR MARKE X GOLF MEMORABILIA 8 10829 ESTIMATED FAIR MARKE X WINE COLLECTION 2 3583 ESTIMATED FAIR MARKE X GRILL 1 1705 ESTIMATED FAIR MARKE X DINNER 1 1500 ESTIMATED FAIR MARKE X FLORAL ARRANGEMENT 1 1450 ESTIMATED FAIR MARKE X BASKETBALL MEMORABILIA 1 100 ESTIMATED FAIR MARKE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 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 VI, SECTION B, LINES 13 AND 14: THE ORGANIZATION IS OPERATED BY VOLUNTEER BOARD MEMBERS, SOME OF WHOM ALSO SERVE AS ITS OFFICERS. NO BOARD MEMBER OR OFFICER RECEIVES ANY COMPENSATION. THE ORGANIZATION CARRIES OUT ITS MISSION BY MAKING GRANTS. UNDER THESE CIRCUMSTANCES, THE ORGANIZATION DOES NOT BELIEVE THE CREATION AND MAINTENANCE OF A WHISTLEBLOWER POLICY OR A DOCUMENT RETENTION AND DESTRUCTION POLICY WOULD BE AN EFFECTIVE USE OF RESOURCES. FORM 990, PART XI, LINE 9: BOOK TO TAX DEPRECIATION DIFFERENCE 4,674. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S FINANCIAL STATEMENTS WERE AUDITED BY AN INDEPENDENT ACCOUNTANT.