2017-05-15T16:21:48-05:00 2016-06-30 750786316 WEAVER AND TIDWELL LLP 12221 MERIT DRIVE SUITE 1400 DALLAS TX 75251 990 2015-07-01 463970388 VOGEL ALCOVE FOUNDATION VOGE 2143688686 1738 GANO STREET DALLAS TX 75215 KENNETH STEIN SECRETARY/TREASURER 2143688686 2017-05-15 1 IRA L NEVELOW P00083210 9724901970 2015 2021-01-29 14:40:06Z GLENN WEST 1738 GANO STREET DALLAS TX 75215 1432165 0 X N/A X 2013 TX THE FOUNDATION IS A SUPPORT ORGANIZATION FOR THE VOGEL ALCOVE. IT INVESTS FOUNDATION ASSETS AND PROVIDES FUNDRAISING GUIDANCE AND SUPPORT FOR THE ACTIVITIES OF VOGEL ALCOVE. 4 4 0 4 0 0 754656 125161 0 0 98122 168809 0 0 852778 293970 0 0 0 0 0 0 0 0 0 1975 1750 1975 1750 850803 292220 8669945 10418204 16375 0 8653570 10418204 THE FOUNDATION IS A SUPPORT ORGANIZATION FOR THE VOGEL ALCOVE. IT INVESTS FOUNDATION ASSETS AND PROVIDES FUNDRAISING GUIDANCE AND SUPPORT FOR THE ACTIVITIES OF VOGEL ALCOVE. 0 0 THE FOUNDATION ACCEPTS DONATIONS OF CASH AND STOCK TO BENEFIT VOGEL ALCOVE. IT CLOSELY MONITORS AND BALANCES THE INVESTMENT RISK OF THE INVESTMENT PORTFOLIO. IT RECENTLY PROVIDED SERVICES AND A FUNDING VEHICLE FOR A NEW MARKET TAX CREDIT TRANSACTION INITIATED BY VOGEL ALCOVE. 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 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 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 X X GALEN EVANS 2143688686 1738 GANO STREET DALLAS TX 75215 KAREN HUGHES PRESIDENT 2.00 40.00 X X 0 193000 16036 STAN RABIN VICE PRESIDENT 2.00 X X 0 0 0 KENNETH STEIN SECRETARY/TREASURER 2.00 X X 0 0 0 GLENN WEST CHAIRPERSON 2.00 X X 0 0 0 GIL FRIEDLANDER VICE PRESIDENT 2.00 X X 0 0 0 0 193000 16036 0 0 1 0 0 125161 4828 125161 169433 169433 1137571 1138195 -624 -624 -624 293970 0 0 168809 1750 1750 1750 0 1750 0 219414 184749 140082 4206200 4206200 4254460 5200129 24536 652379 8669945 10418204 16375 0 16375 0 X 8653570 10418204 8653570 10418204 8669945 10418204 X 292220 -135330 1569 1606175 X X 0 1 X 1 0 X X 1 VOGEL ALCOVE 752133827 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE FROM VOGEL ALCOVE 627843 OTHER ASSETS 24536 652379 X 5009536 -135330 4850896 4715566 293970 0 293970 5711033 5709283 5709283 1750 0 1750 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER THE TAX REFORM ACT OF 1969 AND CONTRIBUTIONS TO IT QUALIFY FOR DEDUCTION AS CHARITABLE CONTRIBUTIONS; ACCORDINGLY, NO PROVISION FOR TAXES HAS BEEN MADE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS LIABLE FOR ANY FEDERAL INCOME TAXES RESULTING FROM CERTAIN UNRELATED BUSINESS INCOME. FOR FISCAL YEARS 2016 AND 2015, THERE WAS NO LIABILITY FOR ANY FEDERAL INCOME TAX RESULTING FROM UNRELATED BUSINESS INCOME. THE ORGANIZATION RECOGNIZES INTEREST ACCRUED ON AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN TAX EXPENSE. DURING THE YEARS ENDED JUNE 30, 2016 AND 2015, THE ORGANIZATION RECOGNIZED NO INTEREST AND PENALTIES. BASED ON MANAGEMENT'S ANALYSIS, THE ORGANIZATION DID NOT HAVE ANY UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2016 AND 2015. THE ORGANIZATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. THERE ARE CURRENTLY NO INCOME TAX EXAMINATIONS UNDERWAY FOR THIS JURISDICTION. AS OF JUNE 30, 2016, THE ORGANIZATION'S TAX YEARS 2013 TO 2016 REMAIN SUBJECT TO EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: VOGEL ALCOVE REVENUE CONSOLIDATED INTO FINANCIAL STATEMENTS 4,810,985. TRANSFER FROM VOGEL ALCOVE PER DONATION TRANSFER AGREEMENT 39,911. PART XII, LINE 2D - OTHER ADJUSTMENTS: VOGEL ALCOVE EXPENSES CONSOLIDATED INTO FINANCIAL STATEMENTS 5,709,283. 0 0 0 0 0 0 0 0 0 KAREN HUGHES PRESIDENT 0 173000 0 20000 0 0 0 6200 0 9836 0 209036 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE GOVERNING BODY RECEIVES A COPY (BY EMAIL OR OTHERWISE) OF THE FORM 990 BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST STATEMENT IS SIGNED ANNUALLY BY BOARD MEMBERS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFERS FROM ALCOVE PER DONATION TRANSFER AGREEMENT 1,606,175. OVERSIGHT AND AUDIT COMMITTEE NO CHANGE HAS BEEN MADE TO THE OVERSIGHT OR SELECTION PROCESS OF AN INDEPENDENT ACCOUNTANT. VOGEL ALCOVE 1738 GANO STREET DALLAS TX 75215 752133827 HELP HOMELESS CHILDREN TX 501(C)(3) LINE 7 YES 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 VOGEL ALCOVE D 627843 CASH VOGEL ALCOVE N 0 CASH VOGEL ALCOVE O 0 CASH VOGEL ALCOVE S 1606175 CASH