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RFS FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
RFS FOUNDATION (EIN 74-1949935)
Tax period
2014-09-01 to 2015-08-31
Filed
2016-01-27
IRS object ID
201620279349100007
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-01-27T16:41:24-08:00ReturnTs
Tax Period End2015-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Thompson Derrig & Craig PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11598 Copperfield PkwyAddressLine1Txt
CityCollege StationCityNm
State AbbreviationTXStateAbbreviationCd
ZIP778454674ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN741949935EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RFS FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRFSFBusinessNameControlTxt
Phone9797763278PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Wells Fargo Trust 3000 BriarcrestAddressLine1Txt
CityBryanCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77802ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRobert Schoolfieldco WellsPersonNm
Person TitleTrusteePersonTitleTxt
Signature2016-01-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDurwood Thompson JrCPA CFPPreparerPersonNm
PTINP00297281PTIN
Phone9792609696PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$27,066FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$50,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$16InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$16InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$16InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$50,016TotalRevAndExpnssAmt
Total Net Invst Incm$16TotalNetInvstIncmAmt
Total Adj Net Incm$16TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$485AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$485AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$43OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$43OtherProfFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$528TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$528TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$52,240ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$52,240ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$52,768TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$528TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$52,240TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,752ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$16AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$29,818SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$27,066SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$27,066SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$29,818TotalAssetsBOYAmt
Total Assets EOY$27,066TotalAssetsEOYAmt
Total Assets EOYFMV$27,066TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$29,818UnrestrictedBOYAmt
Unrestricted EOY$27,066UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$29,818TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$27,066TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$29,818TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$27,066TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$29,818TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,752ExcessRevenueOverExpensesAmt
Subtotal$27,066SubtotalAmt
Tot Net Ast Or Fund Balances EOY$27,066TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$52,240AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$41,288NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.26526DistributionYr1Rt
Adjusted Qlfy Distri Yr2$52,640AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$37,336NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.40990DistributionYr2Rt
Adjusted Qlfy Distri Yr3$41,440AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$30,009NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.38092DistributionYr3Rt
Adjusted Qlfy Distri Yr4$41,440AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$30,857NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.34297DistributionYr4Rt
Adjusted Qlfy Distri Yr5$41,440AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$19,055NetVlNoncharitableAssetsYr5Amt
Distribution Yr52.17476DistributionYr5Rt
Total Distribution7.57380TotalDistributionRt
Average Distribution1.51476AverageDistributionRt
Net Vl Noncharitable Assets$23,043NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$34,905AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$34,905AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$52,240QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Robert M SchoolfieldBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9797763278PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13000 BriarcrestAddressLine1Txt
CityBryanCityNm
State AbbreviationTXStateAbbreviationCd
ZIP778050913ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Robert Schoolfieldco Wells
Fargo Bank/3000 BriarcrestBryanTX778050913Trustee0.00$0
Amy Schoolfieldco Wells
Fargo Bank/3000 BriarcrestBryanTX778050913Trustee0.00$0
Marcia S Schoolfield Spellman
c/o Wells F Bk/3000 BriarcrestBryanTX778050913Trustee0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1RFS FOUNDATION MADE CONTRIBUTIONS TO 11 NON PROFIT ORGANIZATIONS - SEE STATEMENT #3Description1Txt
Expenses1$52,240Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$23,394AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$23,394TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$23,394AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$351CashDeemedCharitableAmt
Net Vl Noncharitable Assets$23,043NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,152MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,152MinimumInvestmentReturnAmt
Distributable Before Adj$1,152DistributableBeforeAdjAmt
Distributable Before Ded$1,152DistributableBeforeDedAmt
Distributable As Adjusted$1,152DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$52,240ExpensesAndContributionsAmt
Qualifying Distributions$52,240QualifyingDistributionsAmt
Adjusted Qualifying Distri$52,240AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,152DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$40,487ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$39,897ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$39,940ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$50,773ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$50,176ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$221,273TotalExcessDistributionCyovAmt
Qualifying Distributions$52,240QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,152AppliedToCurrentYearAmt
Remaining Distri From Corpus$51,088RemainingDistriFromCorpusAmt
Total Corpus$272,361TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$40,487ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$231,874ExcessDistriCyovToNextYrAmt
Excess From Year4$39,897ExcessFromYear4Amt
Excess From Year3$39,940ExcessFromYear3Amt
Excess From Year2$50,773ExcessFromYear2Amt
Excess From Year1$50,176ExcessFromYear1Amt
Excess From Current Year$51,088ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRobert Schoolfieldco WellsContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WORLD VISION
POBOX 70200TACOMAWA98481NONE501(c)3MISSIONARY OUTREACH$240
WYCLIFFE BIBLE TRANSLATOR
POBOX 2727HUNINGTON BEACHCA92647NONE501(c)3MISSIONARY OUTREACH$2,800
THE NAVIGATORS
PO BOX 6000COLORADO SPRINGSCO80934NONE501(c)3MISSIONARY OUTREACH$12,000
INTERACT INTERNATIONAL
101 HWY 281 STE 301MARBLE FALLSTX78654NONE501(c)3MISSIONARY OUTREACH$4,000
TEXAS JUSTICE FOUNDATION
8122 DATAPOINT STE 906SAN ANTONIOTX78229NONE501(c)3GENERAL OPERATING NEEDS$12,000
INSTITUTE FOR JUSTICE
1717 PENNSYLVANIAWASHINGTONDC20006NONE501(c)3GENERAL OPERATING NEEDS$400
GREATER CALVARY RITES
6510 BURKMAN DRAUSTINTX78723NONE501(c)3GENERAL OPERATING NEEDS$2,000
MINSTRY CHALLENGE
PO BOX 6189AUSTINTX78762NONE501(c)3GENERAL OPERATING NEEDS$2,000
ENTRUST
PO BOX 25520COLORADO SPRINGSCO80936NONE501(C)3GENERAL OPERATING NEEDS$2,400
INTERLINK MINISTRIES INC
PO BOX 460APPLE CREEKOH44606None501(c)3GENERAL OPERATING NEEDS$3,600
WORLD HARVEST MISSION
101 WEST AVE STE 305JENKINTOWNPA19046None501(c)3MISSIONARY OUTREACH$10,800
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$52,240TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$16ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$16TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonROBERT M SCHOOLFIELDContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1WELLS FARGO BK3000 BRIARCRESTAddressLine1Txt
CityBRYANCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77805ZIPCd
FieldValueIRS element (for citing)
Total Contributions$50,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$485Amt
Net Investment Income$485NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryTrust dept feesCategoryTxt
Amt$43Amt
Net Investment Income$43NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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