2017-11-15T17:05:48-06:00 2016-12-31 900525804 SAVILLE DODGEN & COMPANY 700 N PEARL STREET SUITE 1100 DALLAS TX 75201 990 2016-01-01 471894945 THE JORDAN SPIETH FAMILY FOUNDATION JORD 2143607000 5950 SHERRY LANE SUITE 600 NO 600 DALLAS TX 75225 JORDAN SPIETH SECRETARY & TREASURER 2149229727 2017-11-15 1 TAMARA BERLEY CPA P00432092 2149229727 66.60.72.146 2017-11-15 15:25:38 CS P 04E6482E7337DCCEA33184251A7F2C03DE87EA77 B02D0F324A794523EFA46AE0CB4A9C69784D2AB7 2016 2017-02-10 21:41:12Z MARK GRIEGE 5950 SHERRY LANE STE 600 DALLAS TX 75225 2120712 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 THREE PHILANTHROPIC AREAS: SPECIAL NEEDS YOUTH, JUNIOR GOLF, AND MILITARY SUPPORT. 5 5 0 30 0 0 1403181 1585565 0 0 11951 79662 332951 61175 1748083 1726402 374152 442180 0 0 0 0 0 0 1798 12781 30521 386933 472701 1361150 1253701 1605985 3037020 0 103430 1605985 2933590 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 THREE PHILANTHROPIC AREAS: SPECIAL NEEDS YOUTH, JUNIOR GOLF, AND MILITARY SUPPORT. 0 0 442180 442180 TO PROVIDE GRANTS FOR THE FOUNDATION'S THREE PHILANTHROPIC PILLARS WHICH INCLUDE SPECIAL NEEDS YOUTH, JUNIOR GOLF, AND MILITARY SUPPORT. 442180 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 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 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 129965 1455600 696389 1585565 39022 39022 40640 0 40640 40640 40640 455485 129965 394310 61175 61175 1726402 0 0 140837 442180 442180 1731 1731 9905 9905 8819 8819 491 491 1798 1798 MISCELLANEOUS EXPENSES 4540 4540 CREDIT CARD PROCESSING 3031 3031 BANK SERVICE CHARGES 206 206 472701 442180 28723 1798 759504 1091140 0 20710 35959 2247 0 33712 846481 1891458 1605985 3037020 0 103430 0 103430 X 0 0 0 0 1605985 2933590 1605985 2933590 1605985 3037020 X 1253701 25271 48633 X X 1 X 1 X 1 0 X 213039 1404239 1585565 3202843 213039 1404239 1585565 3202843 2443176 759667 63 11951 79756 91770 3294613 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35959 2247 33712 33712 GOLF TOURNAMENT 585450 129965 455485 11531 207306 41463 120579 13431 585450 129965 455485 11531 207306 41463 120579 13431 394310 61175 0 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. ASSOCIATION FOR INDEPENDENT LIVING 2826 STOREY LANE DALLAS TX 75220 751644612 501(C)(3) 10000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. 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. EMMA'S HOUSE 920 BLUEBONNET DRIVE SUITE 101 IRVING TX 75060 274835297 501(C)(3) 3000 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) 12000 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) 22000 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) 30500 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. OPERATION TROOP APPRECIATION 1219 SCHWEITZER RD C/O MONICA ORLUK MCKEESPORT PA 15135 810651982 501(C)(3) 15000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. RAYS OF LIGHT 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 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. SOLDIERS' ANGELS 2700 NE LOOP 410 SUITE 310 SAN ANTONIO TX 78217 200583415 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) 30000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. UNIVERSITY OF TEXAS 1601 RIO GRANDE SUITE 360 AUSTIN TX 78701 741587488 501(C)(3) 50000 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) 29680 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. FOUNDATION FOR BRAIN HEALTH 2200 W MOCKINGBIRD LANE DALLAS TX 75235 203801640 501(C)(3) 75000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. THE OLIVE BRANCH PO BOX 6022 FRISCO TX 75035 454556549 501(C)(3) 20000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. TD CLUB FOUNDATION 3419 WESTMINSTER 341-G DALLAS TX 75205 463283387 501(C)(3) 5000 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. X 3 696389 FAIR MARKET VALUE 0 0 0 PART I, COLUMN (B): CSRIX SECURITY DONATION IN THE AMOUNT OF $168,331 POGRX SECURITY DONATION IN THE AMOUNT OF $346,130 JPMORGAN VALUE ADVANTAGE DONATION IN THE AMOUNT OF $181,928 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: ACCRUAL BASIS ADJUSTMENT 49,082. BOOK TO TAX DEPRECIATION DIFFERENCE -449. FORM 990, PART XII, LINE 1: THE ORGANIZATION HAS CHANGED ITS METHOD OF ACCOUNTING FROM CASH TO ACCRUAL. THE ORGANIZATION NOW HAS AUDITED FINANCIALS PREPARED. THE AUDITED FINANCIALS ARE PREPARED ON THE ACCRUAL BASIS OF ACCOUNTING. IN ORDER TO HAVE BETTER TRANSPARENCY, THE TAX RETURN IS CHANGING ITS METHOD OF ACCOUNTING TO THE ACCRUAL METHOD TO MATCH THE AUDITED FINANCIALS. AN ACCRUAL ADJUSTMENT FOR $49,082 WAS MADE AND IS INCLUDED ON PAGE 12, PART XI, LINE 5. THIS WAS MADE IN ORDER TO MATCH THE PREVIOUS CASH BASIS FINANCIALS TO THE CURRENT ACCRUAL BASIS FINANCIALS.