2016-11-15T14:40:52-06:00 2015-12-31 910189318 MOSS ADAMS LLP 8750 N CENTRAL EXPY STE 300 DALLAS TX 75231 990 2015-01-01 752376396 HENDRICK SCHOLARSHIP FOUNDATION HEND 9724224515 800 CENTRAL PARKWAY EAST NO 100 PLANO TX 75074 RUTLEDGE HAGGARD BOARD CHAIR 9724224515 2016-11-14 1 JOSH D WHITWORTH CPA P00625532 9723874300 2015 2017-02-10 21:41:12Z RUTLEDGE HAGGARD 800 CENTRAL PARKWAY EAST NO 100 PLANO TX 75074 564280 0 X WWW.HENDRICKSCHOLARSHIP.ORG X 1991 TX THE SPECIFIC PURPOSE IS PROVIDING SCHOLARSHIPS FOR LOCAL HIGH SCHOOL GRADUATES WHO HAVE EXPERIENCED AND OVERCOME ADVERSITY AND GRADUATED FROM HIGH SCHOOL. ADDITIONALLY, THESE STUDENTS WILL NEED FINANCIAL HELP AND ENCOURAGEMENT TO REACH THEIR EDUCATIONAL AND LIFE POTENTIAL. IT IS SUPPORTED BY CONTRIBUTIONS, BY TICKET SALES TO THE EVENT WHICH IS ANANNUAL DINNER, AND BY THE ANNUAL GOLF TOURNAMENT SPONSORED BY THE PLANO ROTARY CLUB HELD TO HELP ATTRACT FUNDS FOR SCHOLARSHIP RECIPIENTS TO ATTEND COLLEGE. ADDITIONAL SUPPORTING FUNCTIONS WILL BE PLANNED. 20 20 6 74 0 0 238957 375477 254881 146223 9225 42580 14000 0 517063 564280 69264 81087 0 0 92981 137143 0 0 186265 269863 306776 432108 525006 84955 39274 628373 630377 0 0 628373 630377 THE MISSION OF THE HENDRICK SCHOLARSHIP FOUNDATION IS TO PROVIDE THE MEANS FOR QUALIFIED STUDENTS WHO HAVE HAD ADVERSITIES TO ENROLL IN COLLEGE AND, WITH CONTINUED MORAL AND FINANCIAL ENCOURAGEMENT AND SUPPORT, TO GRADUATE. 0 0 249848 81087 146223 HENDRICK SCHOLARSHIP STUDENTS NEED HELP WITH FUNDING THEIR COLLEGE EDUCATION AS WELL AS EMOTIONAL ENCOURAGEMENT TO REACH THEIR EDUCATIONAL AND LIFE POTENTIAL. HENDRICK FOUNDATION'S GRANTS PAY FOR TUITION, FEES, AND BOOKS AND HELP TO LOCATE RESOURCES TO DEAL WITH ISSUES SUCH AS TRANSPORTATION, EMPLOYMENT, OR HOUSING.HENDRICK SCHOLARSHIPS GRANTED IN 2015: 54 249848 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 6 1 0 0 0 0 0 0 0 0 0 0 X 20 20 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X MS CHARLA FLETCHER 9724224515 800 CENTRAL PARKWAY EAST STE 100 PLANO TX 75074 BUTCH VEALE DIRECTOR 0.25 X 0 0 0 CHARLA FLETCHER SECRETARY 0.25 X X 0 0 0 DIANE WETHERBEE DIRECTOR 0.25 X 0 0 0 DR H WAYNE HENDRICK CHAIRMAN OF SCHOLARSHIP 0.25 X 0 0 0 DREW PIPKIN DIRECTOR 0.25 X 0 0 0 ERIC HARTTER DIRECTOR 0.25 X 0 0 0 HEATHER WEBB DIRECTOR 0.25 X 0 0 0 JACQUE JOHNSTON DIRECTOR 0.25 X 0 0 0 JAY NELSON DIRECTOR 0.25 X 0 0 0 JEAN CALLISON DIRECTOR 0.25 X 0 0 0 JOAN SMITH DIRECTOR 0.25 X 0 0 0 WENDI COSTLOW DIRECTOR 0.25 X 0 0 0 JUSTIN ROCHE DIRECTOR 0.25 X 0 0 0 KAREN MCDONALD DIRECTOR 0.25 X 0 0 0 KELLY PALMER DIRECTOR 0.25 X 0 0 0 MARY JO DEAN DIRECTOR 0.25 X 0 0 0 MEGHAN WELCH DIRECTOR 0.25 X 0 0 0 RICHARD BIGGERS TREASURER 0.25 X X 0 0 0 RICHARD WELLS PRESIDENT 0.25 X X 0 0 0 ROBERT LEE DIRECTOR 0.25 X 0 0 0 RUTLEDGE HAGGARD CHAIRMAN OF THE BOARD 0.25 X X 0 0 0 SUSAN MODISETTE DIRECTOR 0.25 X 0 0 0 WENDI COSTLOW DIRECTOR 0.25 X 0 0 0 GREGG PAPPAS EXECUTIVE DIRECTOR 40.00 X 41375 0 0 41375 0 0 0 0 0 0 0 275698 99779 99779 375477 INTERN PROGRAM SPONSOR 813211 57500 57500 INTERN PROGRAM FEE 813211 27000 27000 INTERN GALA SEATS/TABL 813211 12850 12850 COMMUNITY SUPPORT DONA 813211 11139 11139 ADMINISTRATION FEE INC 813211 10000 10000 27734 27734 146223 18186 18186 24394 0 24394 24394 24394 99779 275698 99779 0 564280 146223 0 42580 X 81087 81087 41375 10344 10344 20687 86656 21664 21664 43328 9112 2278 2278 4556 7000 7000 8500 8500 12708 10261 2447 20416 1274 19142 31852 31852 608 608 3661 3661 NON CASH EXPENSES 99779 99779 MANAGEMENT FEE 45837 45837 AWARDS/TROPHIES EXPENSE 13399 13399 ADMINISTRATION FEES 10000 10000 53016 21852 21749 9415 525006 249848 88893 186265 102582 52802 317855 168286 4802 3890 1520 912 203900 404302 2516 4075 628373 630377 0 0 X 628373 630377 628373 630377 628373 630377 39274 -37270 0 X X 0 1 X 1 0 X 310085 370848 412305 517063 427497 2037798 310085 370848 412305 517063 427497 2037798 2037798 2040 6957 6198 9225 17186 41606 2079404 0.98000 X 0.98640 0.01360 4802 3890 912 912 3391.317 SH MFS INSTITUTIONAL INTERNATIONAL EQUITY FUND 69725 F 302.698 SH VANGUARD 500 INDEX FUND ADMIRAL 57053 F 1835.239 SH DODGE & COX INTERNATIONAL STOCK FUND 66950 F 6221.124 SH PIMCO TOTAL RETURN INSTL FUND 62647 F 1532.454 SH T ROWE PRICE INSTITUTIONAL INT'L SMALL CAP 28412 F 4661.398 SH DODGE & COX INCOME FUND #147 61950 F 3774.743 SH SIT DIVIDEND GROWTH FUND I 57565 F 404302 470076 0 470076 94204 94204 564280 430802 0 430802 94204 94204 525006 PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING DIRECT EXPENSE REPORTED IN PART VIII OTHER NON-CASH CONTRIBUTIONS TASTE OF ELEGANCE 117792 114882 2910 2910 53621 GOLF TOURNAMENT 62350 60767 1583 1583 5035 2 101132 100049 1083 1083 41123 281274 275698 5576 5576 99779 105355 -99779 1 EDUCATION GRANTS 54 81087 PART I, LINE 2: WE SEEK TO AWARD STUDENTS WHO HAVE LIVED IN POVERTY, PERSEVERED TO OVERCOME ADVERSITY, AND WHO ARE MOTIVATED TO EARN A COLLEGE DEGREE. APPLICANT MUST: BE A RECENT PLANO ISD GRADUATE, HAVE AT LEAST A 2.5 HIGH SCHOOL GPA, HAVE FINANCIAL NEED WHICH MUST BE DOCUMENTED BY PROVIDING COPIES OF THE PARENTS' TAX RETURN, W-2, FAFSA/STUDENT AID REPORT, OR HIGH SCHOOL CONFIRMATION OF ELIGIBILITY FOR PARTICIPATION IN THE FREE OR REDUCED LUNCH PROGRAM, SUBMIT AN ESSAY DESCRIBING THEIR ADVERSITIES AND HOW THEY HAVE OVERCOME THEM, AND PROVIDE REFERENCE LETTERS. X 3 739 ESTIMATED X 5232 ESTIMATED X 13 3700 ESTIMATED X 16 9953 ESTIMATED X SERVICE OR USE OF FACILITIES 46 27812 ESTIMATED BY ORGANIZ X TRIPS 9 22525 ESTIMATED BY ORGANIZ X TICKETS 19 11351 ESTIMATED BY ORGANIZ X GIFT CARDS 51 4707 ESTIMATED BY ORGANIZ X GIFT CERTIFICATES 9 3725 ESTIMATED BY ORGANIZ X GIFT BASKETS 20 3072 ESTIMATED BY ORGANIZ X JEWELRY 16 2220 ESTIMATED BY ORGANIZ X DOGS 1 2000 ESTIMATED BY ORGANIZ X WINE 18 1319 ESTIMATED BY ORGANIZ X BEVERAGES 6 985 ESTIMATED BY ORGANIZ X WATCHES 2 269 ESTIMATED BY ORGANIZ X MISC. 2 170 ESTIMATED BY ORGANIZ 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 CHARLA FLETCHER(SECRETARY), RUTLEDGE HAGGARD(CHAIRMAN OF THE BOARD) - BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS AVAILABLE FOR REVIEW BY REQUEST AT MAIN OFFICE. THE FINANCIAL COMMITTEE IS SCANNED A COPY FOR THEIR RECORDS AND REVIEW. FORM 990, PART VI, SECTION C, LINE 19 ALL ARE AVAILABLE FOR REVIEW UPON REQUEST AT MAIN OFFICE. FORM 990, PART IX, LINE 24E BANK/CREDIT CARD FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 9,841. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,841. MEALS/ENTERTAINMENT: PROGRAM SERVICE EXPENSES 6,336. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,336. PRINTING/SPONSOR SIGNS: PROGRAM SERVICE EXPENSES 5,436. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,436. GIFT EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 5,208. TOTAL EXPENSES 5,208. TELEPHONE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,543. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,543. AUCTION/RAFFLE/ PRIZE ITEMS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 4,207. TOTAL EXPENSES 4,207. UTILITIES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,806. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,806. EVENT MC/AUCTIONEERS/DJ: PROGRAM SERVICE EXPENSES 2,750. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,750. DECORATION EXPENSE: PROGRAM SERVICE EXPENSES 2,746. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,746. GRANDSTAND RENTAL: PROGRAM SERVICE EXPENSES 2,582. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,582. POSTAGE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,222. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,222. MISC EVENT LABOR: PROGRAM SERVICE EXPENSES 1,964. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,964. JANITORIAL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 793. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 793. SUBSCRIPTIONS/DUES/MEMBERSHIPS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 300. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 300. PROPERTY TAXES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 144. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 144. PEST CONTROL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 75. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 75. AUTO: PROGRAM SERVICE EXPENSES 38. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38. LICENSES/PERMITS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 25. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25. FORM 990, PART XII, LINE 2C: THERE IS A MONTHLY REVIEW AND SELECTION PROCESS.