THE JEWISH FEDERATION OF FORT WORTH AND TARRANT COUNTY: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE JEWISH FEDERATION OF FORT WORTH AND TARRANT COUNTY (EIN 75-0808797)
- Tax period
- 2014-09-01 to 2015-08-31
- Filed
- 2016-04-15
- IRS object ID
- 201611069349300726
- Schema version
- 2014v6.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-15T11:53:13-05:00 | ReturnTs |
| Tax Period End | 2015-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6050 Southwest Blvd Suite 300 | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 750808797 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jewish Federation of Fort Worth | BusinessNameLine1Txt |
| Business Name Line2 | & Tarrant County | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LAURIE REESE CONTROLLER | InCareOfNm |
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 8175690892 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4049 Kingsridge Road | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BOB GOLDBERG | PersonNm |
| Person Title | officer | PersonTitleTxt |
| Phone | 8175690892 | PhoneNum |
| Signature | 2016-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jamie Eversole | PreparerPersonNm |
| PTIN | P00839244 | PTIN |
| Phone | 8177382400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFF HOCHSTER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4049 KINGSRIDGE ROAD | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,558,634 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.tarrantfederation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1956 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | To build a strong and unified Jewish community in order to ensure well-being and continuity of the Jewish people in Tarrant County, in Israel, and throughout the world. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,512,410 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,035,377 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,957 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,061 | CYProgramServiceRevenueAmt |
| PY Investment Income | $197,143 | PYInvestmentIncomeAmt |
| CY Investment Income | $447,721 | CYInvestmentIncomeAmt |
| PY Other Revenue | $19,118 | PYOtherRevenueAmt |
| CY Other Revenue | $11,850 | CYOtherRevenueAmt |
| PY Total Revenue | $1,743,628 | PYTotalRevenueAmt |
| CY Total Revenue | $11,507,009 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $338,810 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $304,901 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $439,040 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $456,640 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $114,262 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $537,570 | PYOtherExpensesAmt |
| CY Other Expenses | $726,420 | CYOtherExpensesAmt |
| PY Total Expenses | $1,315,420 | PYTotalExpensesAmt |
| CY Total Expenses | $1,487,961 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $428,208 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $10,019,048 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,066,014 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,559,916 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $889,977 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $840,844 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,176,037 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,719,072 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO BUILD A STRONG AND UNIFIED JEWISH COMMUNITY IN ORDER TO ENSURE THE WELL-BEING AND CONTINUITY OF THE JEWISH PEOPLE IN TARRANT COUNTY, IN ISRAEL, AND THROUGHOUT THE WORLD. THE FEDERATION PURSUES ITS MISSION THROUGH FUNDRAISING, COMMUNITY-WIDE PRGRAMMING, SUPPORTING JEWISH EDUCATION, FOSTERING COMMUNICATION AND COOPERATION AMONG JEWISH ORGANIZATIONS, AND BY BUILDING STRONG RELATIONSHIPS WITH ISRAEL AND THE COMMUNITY AT LARGE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $520,256 | ExpenseAmt |
| Desc | Community Service - Provides services for the annual campaign and the following programs or services: management and administration of property and services; community relations; leadership development and endowment. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $75,763 | ExpenseAmt |
| Desc | Programs - Operates the following programs: Yom ha'shoah; Yom ha'atzmout; Yom ha'zikaron; Chanukah; Purim; Scholar-in-Residence and Sylvia Wolens Daytimers. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $328,345 | ExpenseAmt |
| Desc | Jewish Family Services - Provides counseling; Family assistance; Seniors and resettlement of Soviet Jews in the United States. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $304,901 | ExpenseAmt |
| Grant | $304,901 | GrantAmt |
| Desc | ALLOCATIONS TO NATIONAL AND LOCAL AGENCIES | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $304,901 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $304,901 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $1,229,265 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 10 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURIE REESE CONTROLLER | PersonNm |
| Phone | 8173069364 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4049 KINGSRIDGE ROAD | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76109 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| Rabbi Ralph Mecklenburger | |||||||
| Board of Directors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Sheldon Levy | |||||||
| TREASURER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Nancy Blount | |||||||
| Board of Directors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| RHODA BERNSTEIN | |||||||
| BOARD OF DIRECTORS | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Larry Brunell | |||||||
| Endowment Chair | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| RABBI ANDREW BLOOM | |||||||
| Board of Directors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Rabbi Charlie Cytron-Walker | |||||||
| Board of Directors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Rebecca Cristol | |||||||
| Board of Directors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| KLILA CAPLAN | |||||||
| Board of Directors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ALYSON HALPERN | |||||||
| Board of Directors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DR LOUIS SCHULTZ | |||||||
| Board of Directors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Jeff Hochster | |||||||
| PRESIDENT | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ROBERT SIMON | |||||||
| VP COMMUNITY RELATIONS | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| TODD BLUMENFELD | |||||||
| SECRETARY | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Ronald Sivernell | |||||||
| Board of Directors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Karen Kaplan | |||||||
| VP ADMINISTRATION | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Rabbi Dov Mandel | |||||||
| Board of Directors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Alex Nason | |||||||
| JFS Chair | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Roger Nober | |||||||
| Board of Directors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Howard Rosenthal | |||||||
| Board of Directors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Lon Werner | |||||||
| VP CAMPAIGN/ALLOCATIONS | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Jerry Appel | |||||||
| Presidential Appointment | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Irwin Blum | |||||||
| Presidential Appointment | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Auryn Goldman | |||||||
| Board of Directors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Dr David Klein | |||||||
| Board of Directors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Diane Kleinman | |||||||
| Board of Directors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| David Nudleman | |||||||
| Board of Directors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Dr Dan Oshman | |||||||
| Board of Directors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Jeff Rothschild | |||||||
| Board of Directors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Jonathan Suder | |||||||
| Presidential Appointment | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Bob Goldberg | |||||||
| Executive Director | 1.0 | 0.0 | $94,500 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $94,500 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $28,955 | FederatedCampaignsAmt |
| Fundraising | $339,074 | FundraisingAmt |
| All Other Contributions | $10,667,348 | AllOtherContributionsAmt |
| Noncash Contributions | $9,743,588 | NoncashContributionsAmt |
| Total Contributions | $11,035,377 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM FEES | Desc |
| Total Revenue Column | $12,061 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,061 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,061 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $199,662 | TotalRevenueColumnAmt |
| Exclusion | $199,662 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,281,948 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,033,889 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $248,059 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $248,059 | TotalRevenueColumnAmt |
| Exclusion | $248,059 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $339,074 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $17,736 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$17,736 | TotalRevenueColumnAmt |
| Exclusion | -$17,736 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Total Revenue Column | $29,586 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,586 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $29,586 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,507,009 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $41,647 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $429,985 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $304,901 | TotalAmt |
| Program Services | $304,901 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,500 | TotalAmt |
| Program Services | $62,370 | ProgramServicesAmt |
| Management And General | $15,498 | ManagementAndGeneralAmt |
| Fundraising | $16,632 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $329,714 | TotalAmt |
| Program Services | $224,563 | ProgramServicesAmt |
| Management And General | $53,506 | ManagementAndGeneralAmt |
| Fundraising | $51,645 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,426 | TotalAmt |
| Program Services | $21,923 | ProgramServicesAmt |
| Management And General | $5,279 | ManagementAndGeneralAmt |
| Fundraising | $5,224 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,749 | TotalAmt |
| Program Services | $10,649 | ProgramServicesAmt |
| Management And General | $3,195 | ManagementAndGeneralAmt |
| Fundraising | $3,905 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,954 | TotalAmt |
| Management And General | $26,954 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,523 | TotalAmt |
| Program Services | $2,114 | ProgramServicesAmt |
| Management And General | $634 | ManagementAndGeneralAmt |
| Fundraising | $775 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,670 | TotalAmt |
| Program Services | $19,587 | ProgramServicesAmt |
| Management And General | $4,965 | ManagementAndGeneralAmt |
| Fundraising | $5,118 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,807 | TotalAmt |
| Program Services | $16,274 | ProgramServicesAmt |
| Management And General | $3,887 | ManagementAndGeneralAmt |
| Fundraising | $3,646 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,146 | TotalAmt |
| Program Services | $4,610 | ProgramServicesAmt |
| Management And General | $922 | ManagementAndGeneralAmt |
| Fundraising | $614 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,426 | TotalAmt |
| Program Services | $11,240 | ProgramServicesAmt |
| Management And General | $2,380 | ManagementAndGeneralAmt |
| Fundraising | $1,806 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,577 | TotalAmt |
| Program Services | $14,041 | ProgramServicesAmt |
| Management And General | $3,665 | ManagementAndGeneralAmt |
| Fundraising | $3,871 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,243 | TotalAmt |
| Program Services | $16,491 | ProgramServicesAmt |
| Management And General | $3,974 | ManagementAndGeneralAmt |
| Fundraising | $3,778 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,050 | TotalAmt |
| Program Services | $53,011 | ProgramServicesAmt |
| Management And General | $11,252 | ManagementAndGeneralAmt |
| Fundraising | $10,787 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ENDOWMENT DISTRIBUTIONS | $335,448 | $335,448 | ||
| PROGRAM EVENTS | $38,964 | $38,964 | ||
| MAINTENANCE & REPAIRS | $19,270 | $14,192 | $2,943 | $2,135 |
| DUES & SUBSCRIPTIONS | $8,775 | $5,843 | $1,459 | $1,473 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,818 | TotalAmt |
| Program Services | $73,044 | ProgramServicesAmt |
| Management And General | $3,921 | ManagementAndGeneralAmt |
| Fundraising | $2,853 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,487,961 | TotalAmt |
| Program Services | $1,229,265 | ProgramServicesAmt |
| Management And General | $144,434 | ManagementAndGeneralAmt |
| Fundraising | $114,262 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $395,571 | BOYAmt |
| EOY | $263,871 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $325,076 | BOYAmt |
| EOY | $10,128,915 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,167 | BOYAmt |
| EOY | $3,441 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,809 | BOYAmt |
| EOY | $5,686 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $689,334 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $192,795 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $513,656 | BOYAmt |
| EOY | $496,539 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,813,169 | BOYAmt |
| EOY | $3,657,051 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,566 | BOYAmt |
| EOY | $4,413 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,066,014 | BOYAmt |
| EOY | $14,559,916 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,588 | BOYAmt |
| EOY | $33,322 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $304,739 | BOYAmt |
| EOY | $292,440 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $367,900 | BOYAmt |
| EOY | $359,210 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,750 | BOYAmt |
| EOY | $155,872 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $889,977 | BOYAmt |
| EOY | $840,844 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,373,221 | BOYAmt |
| EOY | $2,142,458 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,497,901 | BOYAmt |
| EOY | $11,153,322 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $304,915 | BOYAmt |
| EOY | $423,292 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,176,037 | BOYAmt |
| EOY | $13,719,072 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,066,014 | BOYAmt |
| EOY | $14,559,916 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $10,019,048 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$476,013 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 Minus4 Years | $1,066,592 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,273,576 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,161,968 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,512,408 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,291,749 | CurrentTaxYearAmt |
| Total | $6,306,293 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,066,592 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,273,576 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,161,968 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,512,408 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,291,749 | CurrentTaxYearAmt |
| Total | $6,306,293 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,090,013 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,216,280 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $69,354 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $109,891 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $79,518 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $77,025 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $199,662 | CurrentTaxYearAmt |
| Total | $535,450 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,354 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,361 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,850 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,299 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,586 | CurrentTaxYearAmt |
| Total | $128,450 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,970,193 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $120,261 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.60490 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60140 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Sch A, Part II, Line 1 | FormAndLineReferenceDesc |
| Explanation | A bequest was made in the amount $9,743,588 that is an unusual grant to the organization. | ExplanationTxt |
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) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $578,266 | BeginningYearBalanceAmt |
| Contributions | $118,337 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,862 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $40,884 | OtherExpendituresAmt |
| End Year Balance | $649,857 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $500,347 | BeginningYearBalanceAmt |
| Contributions | $26,766 | ContributionsAmt |
| Investment Earnings Or Losses | $68,109 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,956 | OtherExpendituresAmt |
| End Year Balance | $578,266 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $368,610 | BeginningYearBalanceAmt |
| Contributions | $133,161 | ContributionsAmt |
| Investment Earnings Or Losses | $41,068 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $42,492 | OtherExpendituresAmt |
| End Year Balance | $500,347 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $366,017 | BeginningYearBalanceAmt |
| Contributions | $1,490 | ContributionsAmt |
| Investment Earnings Or Losses | $23,953 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $22,850 | OtherExpendituresAmt |
| End Year Balance | $368,610 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $269,825 | BeginningYearBalanceAmt |
| Contributions | $69,813 | ContributionsAmt |
| Investment Earnings Or Losses | $61,285 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $34,906 | OtherExpendituresAmt |
| End Year Balance | $366,017 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.65130 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.34870 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $94,645 | OtherCostOrOtherBasisAmt |
| Book Value | $94,645 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $455,563 | OtherCostOrOtherBasisAmt |
| Depreciation | $113,261 | DepreciationAmt |
| Book Value | $342,302 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $139,126 | OtherCostOrOtherBasisAmt |
| Depreciation | $79,534 | DepreciationAmt |
| Book Value | $59,592 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $496,539 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNDS HELD FOR OTHERS | Desc |
| Amt | $155,872 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $155,872 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $10,979,882 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$476,013 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$51,114 | OtherRevenueAmt |
| Revenue Not Reported | -$527,127 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,507,009 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $11,507,009 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,429,070 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$58,891 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$58,891 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,487,961 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,487,961 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part XI, Line 2d | Revenue from Consolidating Entities - <$ 4,019> Elimination Entries - <$ 64,831> Special Event Expenses - $ 17,736 ------------ Total other adjustments - <$ 51,114> |
| Part XII, Line 2d | Expenses from Consolidating Entities - $25,822 Special Event Expenses - $17,736 Elimination Entities - <$102,449> ----------- Total other adjustments - <$58,891> |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Super Sundays | Event1Nm |
| Gross Receipts Event1 | $17,985 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $17,985 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $152 | OtherDirectExpensesEvent1Amt |
| Event2 | Major Gifts | Event2Nm |
| Gross Receipts Event2 | $291,495 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $291,495 | CharitableContriEvent2Amt |
| Other Direct Expenses Event2 | $1,929 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $29,594 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $29,594 | CharitableContriOtherEventsAmt |
| Oth Direct Expnss Other Events | $15,655 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $339,074 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $339,074 | CharitableContributionsTotAmt |
| Oth Direct Expnss Total Events | $17,736 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $17,736 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$17,736 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|
| BETH - EL CONGREGATION | |||||
| 4900 BRIARHAVN RD | FORT WORTH | TX | 76109 | $12,400 | CHARITY |
| CONGREGATION BETH ISRAEL | |||||
| 6100 PLEASANT RUN RD | COLLEYVILLE | TX | 76034 | $5,250 | CHARITY |
| CONGREGATION BETH SHALOM | |||||
| 1212 THANNISCH DR | ARLINGTON | TX | 76011 | $9,450 | CAMP |
| JEWISH FEDERATIONS OF NORTH AMERICA | |||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | $202,890 | CHARITY |
| JEWISH CHILDREN'S REGIONAL SERVICE | |||||
| PO BOX 7368 | METAIRIE | LA | 70010 | $6,500 | CHARITY |
| JEWISH EDUCATION AGENCY | |||||
| 4050 S HULEN ST | FORT WORHT | TX | 76109 | $13,400 | FINANCIAL AID |
| CONGREGATION AHAVATH SHOLOM | |||||
| 4050 S HULEN | FORT WORTH | TX | 76109 | $6,400 | EDUCATION |
| University of North Texas | |||||
| PO Box 305369 | Denton | TX | 76203 | $7,400 | Charity |
| Financial Assistance for Needy Families | |||||
| 4049 Kingsridge Rd | Fort Worth | TX | 76109 | $17,886 | Charty |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Federation Lenders LLC | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Lender | RelationshipDescriptionTxt |
| Transaction | $30,267 | TransactionAmt |
| Transaction | FINANCING FOR CONSTRUCTION | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $9,743,588 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d, Other Program Services | Allocations to National and Local Agencies - Provides funding for various national, and local agencies. |
| Form 990, Part VI, Section A, Line 6 | Any member of the Jewish Community who is a resident of and lives in Tarrant County, is at least 18, and who pays a pledge may become a member of the corporation. |
| Form 990, Part VI, Section A, Line 7a | The members nominate the directors and officers and the nominations are voted on by the membership at the annual meeting. |
| Form 990, Part VI, Section B, Line 11 | The Form 990 is provided to the board of directors for their review prior to filing the return. |
| Form 990, Part VI, Section B, Line 12c | The organization monitors compliance with the policy on an on-going basis. |
| Form 990, Part VI, Section B, Line 15 | The Executive committee serves as the Personnel committee and conducts an annual review of the executive directors salary using salary data from other comparable organizations. |
| Form 990, Part VI, Section C, Line 19 | The organization provides its governing documents, conflict of interest policy and financial information to the public at its office and upon written request. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Louis H& Madlyn Barnett Supporting Fdtn | ||||||||||
| 4049 KINGSRIDGE ROAD | Fort Worth | TX | 76109 | 752152949 | Supporting | TX | 501(C)(3) | 11 iii-fi | NA | false |
| Al & Rose Sankary Supporting Foundation | ||||||||||
| 4049 KINGSRIDGE ROAD | Fort Worth | TX | 76109 | 752156841 | Supporting | TX | 501(C)(3) | 11 iii-fi | NA | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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