COMMUNITIES FOUNDATION OF TEXAS: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITIES FOUNDATION OF TEXAS (EIN 75-0964565)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-02-13
- IRS object ID
- 201500449349302065
- Schema version
- 2013v4.0
- 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 C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-13T13:08:46-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 531 COUCH DR | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 731022251 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 750964565 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITIES FOUNDATION OF TEXAS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 2147504222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 CARUTH HAVEN LANE | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75225 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRENT CHRISTOPHER | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2147504222 | PhoneNum |
| Signature | 2015-01-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELLAN WRIGHT | PreparerPersonNm |
| PTIN | P00112450 | PTIN |
| Phone | 4052397961 | PhoneNum |
| Preparation | 2015-02-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRENT CHRISTOPHER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 CARUTH HAVEN LANE | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75225 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $192,659,376 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CFTEXAS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1960 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION IS COMMITTED TO SERVING CHARITABLE NEEDS BOTH DOMESTICALLY AND ABROAD THROUGH CHARITABLE GRANTS AND SERVICES AT THE DISCRETION OF THE BOARD OF TRUSTEES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 93 | TotalEmployeeCnt |
| Total Volunteers | 2146 | TotalVolunteersCnt |
| Total Gross UBI | -$1,074 | TotalGrossUBIAmt |
| PY Contributions Grants | $77,378,326 | PYContributionsGrantsAmt |
| CY Contributions Grants | $98,721,836 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $12,766,134 | PYInvestmentIncomeAmt |
| CY Investment Income | $30,570,578 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,429,814 | PYOtherRevenueAmt |
| CY Other Revenue | $4,291,356 | CYOtherRevenueAmt |
| PY Total Revenue | $96,574,274 | PYTotalRevenueAmt |
| CY Total Revenue | $133,583,770 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $88,310,199 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $90,327,063 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,319,763 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,887,184 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,685,085 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,788,717 | PYOtherExpensesAmt |
| CY Other Expenses | $8,208,545 | CYOtherExpensesAmt |
| PY Total Expenses | $104,418,679 | PYTotalExpensesAmt |
| CY Total Expenses | $106,422,792 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$7,844,405 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $27,160,978 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $542,042,148 | TotalAssetsBOYAmt |
| Total Assets EOY | $589,750,064 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $74,706,114 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $65,796,484 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $467,336,034 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $523,953,580 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE FOUNDATION IS COMMITTED TO SERVING CHARITABLE NEEDS BOTH DOMESTICALLY AND ABROAD THROUGH CHARITABLE GRANTS AND SERVICES AT THE DISCRETION OF THE BOARD OF TRUSTEES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $90,309,476 | ExpenseAmt |
| Grant | $88,660,653 | GrantAmt |
| Desc | THE FOUNDATION ACHIEVED ITS PRIMARY PURPOSE THROUGH NUMEROUS CHARITABLE GRANTS AND THE PROVISION OF CHARITABLE SERVICES TO SUPPORT CHARITABLE NEEDS BOTH DOMESTICALLY AND ABROAD. SEE THE ATTACHED SCHEDULE F AND SCHEDULE I. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,696,636 | ExpenseAmt |
| Grant | $1,666,410 | GrantAmt |
| Desc | A LEADING CATALYST FOR PROGRESS, EDUCATE TEXAS, A PUBLIC-PRIVATE INITIATIVE OF COMMUNITIES FOUNDATION OF TEXAS, IS AN INNOVATIVE ALLIANCE OF PUBLIC AND PRIVATE GROUPS THAT SHARE A COMMON GOAL: IMPROVING THE PUBLIC HIGHER EDUCATION SYSTEM SO THAT EVERY TEXAS STUDENT IS PREPARED FOR SUCCESS IN SCHOOL, IN THE WORKFORCE, AND IN LIFE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $98,006,112 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | 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 | Yes (true) | 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 | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | 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 | false | 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 | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 206 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 93 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | 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 | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | 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 | KRISTINE THOMAS | PersonNm |
| Phone | 2147504222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 CARUTH HAVEN LANE | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75225 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| BRENT E CHRISTOPHER | ||||||||
| PRESIDENT & | 40.00 | Yes (X) | Yes (X) | $375,052 | $0 | $18,950 | ||
| JUDITH GIBBS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN D MCSTAY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JACK M KINNEBREW | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BECKY BRIGHT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FREDERICK B HEGI JR | ||||||||
| CHAIRMAN/TRU | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANK A RISCH | ||||||||
| CHAIR-ELECT/ | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES E BASS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEANNE T COX | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR BOBBY B LYLE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HAROLD MONTGOMERY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CARLOS GONZALES PENA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN SHUFORD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TERDEMA L USSERY II | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FLORENCE SHAPIRO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH HERSH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH BULL | ||||||||
| SVP & CFO/TR | 40.00 | Yes (X) | $281,210 | $0 | $20,228 | |||
| SUSAN SWAN SMITH | ||||||||
| CHIEF RELATI | 40.00 | Yes (X) | $229,512 | $0 | $14,637 | |||
| SARAH NELSON | ||||||||
| CHIEF PHILAN | 40.00 | Yes (X) | $180,681 | $0 | $10,548 | |||
| KRISTINE M THOMAS | ||||||||
| VP, ACCOUNTI | 40.00 | Yes (X) | $164,847 | $0 | $12,457 | |||
| JEVERLY R COOK JR | ||||||||
| EXEC DIR - W | 40.00 | Yes (X) | $161,667 | $0 | $10,221 | |||
| J STEVEN ORR | ||||||||
| VP, INVESTME | 40.00 | Yes (X) | $148,798 | $0 | $8,042 | |||
| JOHN J FITZPATRICK | ||||||||
| EDUCATE TX-E | 40.00 | $256,512 | $0 | $18,836 | Yes (X) | |||
| GEORGE TANG | ||||||||
| EDUCATE TX - | 40.00 | $226,797 | $0 | $13,950 | Yes (X) | |||
| JOHN C COXON | ||||||||
| EDUCATE TX - | 40.00 | $188,872 | $0 | $13,855 | Yes (X) | |||
| AMY GROFF | ||||||||
| EDUCATE TX - | 40.00 | $156,974 | $0 | $12,191 | Yes (X) | |||
| GERALDINE JACOBS | ||||||||
| DIR. CHARITA | 40.00 | $153,324 | $0 | $8,750 | Yes (X) | |||
| ALMA GARCIA | ||||||||
| EDUCATE TX - | 40.00 | $149,557 | $0 | $9,574 | Yes (X) | |||
| CAROL GOGLIA | ||||||||
| DIR. MKTG. & | 40.00 | $143,610 | $0 | $6,506 | Yes (X) | |||
| DEE CHAMBLISS | ||||||||
| EDUCATE TX - | 40.00 | $133,796 | $0 | $10,717 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,951,209 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $189,462 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 18 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | Address Line2ContractorAddress/USAddress/AddressLine2 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| OWENS HOPPER BRAND DESIGN LLC | ||||||
| 5646 MILTON ST | SUITE 950 | DALLAS | TX | 75206 | MARKETING | $191,523 |
| KELLI PRIEBE ARMSTRONG | ||||||
| 2701 LAKESIDE DR | MCKINNEY | TX | 75070 | CONSULTING | $107,151 | |
| PAMELA A ELLARD | ||||||
| 1208 CHEROKEE PLACE | RICHARDSON | TX | 75080 | CONSULTING | $106,962 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $2,481,988 | GovernmentGrantsAmt |
| All Other Contributions | $96,239,848 | AllOtherContributionsAmt |
| Noncash Contributions | $13,199,968 | NoncashContributionsAmt |
| Total Contributions | $98,721,836 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,182,279 | TotalRevenueColumnAmt |
| Exclusion | $6,182,279 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $63,426 | TotalRevenueColumnAmt |
| Exclusion | $63,426 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $177,935 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $85,513 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $92,422 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $92,422 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $92,422 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $83,378,392 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $58,990,093 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,388,299 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,388,299 | TotalRevenueColumnAmt |
| Exclusion | $24,388,299 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| OTHER REVENUE - UR | 900099 | $2,662,886 | $2,662,886 | |
| SUPPORT FOUNDATION FEE | 900099 | $1,588,871 | $1,588,871 | |
| SPONSORSHIPS | 900099 | $40,235 | $40,235 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$156,484 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$155,410 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$1,074 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,135,508 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $133,583,770 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,188,769 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$1,074 | UnrelatedBusinessRevenueAmt |
| Exclusion | $30,674,239 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,173,962 | TotalAmt |
| Program Services | $89,173,962 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $853,101 | TotalAmt |
| Program Services | $853,101 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,000 | TotalAmt |
| Program Services | $300,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,235,315 | TotalAmt |
| Program Services | $553,619 | ProgramServicesAmt |
| Management And General | $1,267,727 | ManagementAndGeneralAmt |
| Fundraising | $413,969 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,142,942 | TotalAmt |
| Program Services | $1,979,472 | ProgramServicesAmt |
| Management And General | $1,700,383 | ManagementAndGeneralAmt |
| Fundraising | $463,087 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $407,402 | TotalAmt |
| Program Services | $166,866 | ProgramServicesAmt |
| Management And General | $240,536 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $653,653 | TotalAmt |
| Program Services | $291,163 | ProgramServicesAmt |
| Management And General | $158,722 | ManagementAndGeneralAmt |
| Fundraising | $203,768 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $447,872 | TotalAmt |
| Program Services | $195,363 | ProgramServicesAmt |
| Management And General | $252,509 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,275 | TotalAmt |
| Program Services | $2,278 | ProgramServicesAmt |
| Management And General | $228,997 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,886 | TotalAmt |
| Program Services | $340 | ProgramServicesAmt |
| Management And General | $96,546 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,654 | TotalAmt |
| Program Services | $9,154 | ProgramServicesAmt |
| Management And General | $14,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,948 | TotalAmt |
| Management And General | $130,948 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,655,827 | TotalAmt |
| Program Services | $2,484,043 | ProgramServicesAmt |
| Management And General | $136,856 | ManagementAndGeneralAmt |
| Fundraising | $34,928 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,965 | TotalAmt |
| Program Services | $33,239 | ProgramServicesAmt |
| Management And General | $35,352 | ManagementAndGeneralAmt |
| Fundraising | $173,374 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,533 | TotalAmt |
| Program Services | $41,313 | ProgramServicesAmt |
| Management And General | $155,220 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $649,518 | TotalAmt |
| Program Services | $93,813 | ProgramServicesAmt |
| Management And General | $534,419 | ManagementAndGeneralAmt |
| Fundraising | $21,286 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $591,539 | TotalAmt |
| Program Services | $101,831 | ProgramServicesAmt |
| Management And General | $489,708 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $467,977 | TotalAmt |
| Program Services | $409,640 | ProgramServicesAmt |
| Management And General | $56,872 | ManagementAndGeneralAmt |
| Fundraising | $1,465 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $579,540 | TotalAmt |
| Program Services | $323,551 | ProgramServicesAmt |
| Management And General | $53,090 | ManagementAndGeneralAmt |
| Fundraising | $202,899 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,114,338 | TotalAmt |
| Program Services | $5,676 | ProgramServicesAmt |
| Management And General | $1,108,662 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,477 | TotalAmt |
| Management And General | $69,477 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| AGENCY FUND EXPENSES | $733,435 | $733,435 | ||
| OTHER EXPENSES | $425,633 | $254,253 | $1,071 | $170,309 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,422,792 | TotalAmt |
| Program Services | $98,006,112 | ProgramServicesAmt |
| Management And General | $6,731,595 | ManagementAndGeneralAmt |
| Fundraising | $1,685,085 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,719,947 | BOYAmt |
| EOY | $8,262,570 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,248,983 | BOYAmt |
| EOY | $81,849,415 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,317,952 | BOYAmt |
| EOY | $3,813,518 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,905,001 | BOYAmt |
| EOY | $1,610,989 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $225,674 | BOYAmt |
| EOY | $218,948 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $35,745,671 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,302,237 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,363,067 | BOYAmt |
| EOY | $25,443,434 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $390,546,828 | BOYAmt |
| EOY | $457,793,359 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,625,128 | BOYAmt |
| EOY | $4,202,119 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,089,568 | BOYAmt |
| EOY | $6,555,712 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $542,042,148 | BOYAmt |
| EOY | $589,750,064 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $651,683 | BOYAmt |
| EOY | $587,686 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,325,880 | BOYAmt |
| EOY | $25,304,412 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,728,551 | BOYAmt |
| EOY | $39,904,386 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,706,114 | BOYAmt |
| EOY | $65,796,484 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $333,027,708 | BOYAmt |
| EOY | $374,225,263 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,727,276 | BOYAmt |
| EOY | $145,072,128 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,581,050 | BOYAmt |
| EOY | $4,656,189 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $467,336,034 | BOYAmt |
| EOY | $523,953,580 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $542,042,148 | BOYAmt |
| EOY | $589,750,064 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $27,160,978 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $31,962,287 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,505,719 | OtherChangesInNetAssetsAmt |
| 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 | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
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 | $86,325,980 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $62,373,511 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $73,066,474 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $77,378,326 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $98,721,836 | CurrentTaxYearAmt |
| Total | $397,866,127 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $86,325,980 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $62,373,511 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $73,066,474 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $77,378,326 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $98,721,836 | CurrentTaxYearAmt |
| Total | $397,866,127 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $59,665,798 | SubstantialContributorsTotAmt |
| Public Support Total170 | $338,200,329 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,247,561 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,650,475 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,206,884 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,943,793 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,245,705 | CurrentTaxYearAmt |
| Total | $33,294,418 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,413,804 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,072,621 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,145,408 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,312,076 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,227,930 | CurrentTaxYearAmt |
| Total | $18,171,839 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $449,332,384 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,274,282 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.75270 | PublicSupportCY170Pct |
| Public Support PY170 | 0.66680 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 10 | 18,171,839 |
| SUPPLEMENTAL INFORMATION | SCHEDULE A, PART II, LINE 10, EXPLANATION FOR OTHER INCOME: OTHER INCOME FEE INCOME SUPPORT FOUNDATION FEE EQUITY IN SUBS INCREASE IN LIFE INSURANCE POLICY SECURITY LENDING INCOME SPLIT INTEREST SPONSORSHIP INCOME |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $23,654 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $23,654 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 563 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 360 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $44,045,000 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $39,389,000 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $42,070,000 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $59,319,000 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $315,181,000 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $273,899,000 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $145,123,000 | BeginningYearBalanceAmt |
| Contributions | $2,453,000 | ContributionsAmt |
| Investment Earnings Or Losses | $21,842,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,395,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $4,775,000 | AdministrativeExpensesAmt |
| End Year Balance | $162,248,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $128,681,000 | BeginningYearBalanceAmt |
| Contributions | $3,740,000 | ContributionsAmt |
| Investment Earnings Or Losses | $17,213,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,463,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $2,048,000 | AdministrativeExpensesAmt |
| End Year Balance | $145,123,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $125,368,000 | BeginningYearBalanceAmt |
| Contributions | $2,446,000 | ContributionsAmt |
| Investment Earnings Or Losses | $833,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,284,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $2,250,000 | AdministrativeExpensesAmt |
| End Year Balance | $128,681,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $105,736,000 | BeginningYearBalanceAmt |
| Contributions | $2,892,000 | ContributionsAmt |
| Investment Earnings Or Losses | $22,732,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,287,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $2,705,000 | AdministrativeExpensesAmt |
| End Year Balance | $125,368,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $107,025,000 | BeginningYearBalanceAmt |
| Contributions | $6,404,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,510,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $914,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $115,025,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.15170 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.02870 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.81960 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $10,923,144 | InvestmentCostOrOtherBasisAmt |
| Book Value | $10,923,144 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,936,449 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,649,987 | DepreciationAmt |
| Book Value | $14,286,462 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,886,078 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,652,250 | DepreciationAmt |
| Book Value | $233,828 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $25,443,434 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| FUNDS HELD FOR OTHERS | $34,216,375 |
| LIABILITIES ASSOCIATED WITH CRTS | $3,503,340 |
| OTHER LIABILITIES | $937,454 |
| GIFT ANNUITY | $636,127 |
| DEFERRED REVENUE - CRTS | $406,704 |
| SECURITY TRADE PAYABLE | $204,386 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $39,904,386 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 3, PART X | FormAndLineReferenceDesc |
| Explanation | MANAGEMENT HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN INCOME TAX POSITIONS. GENERALLY, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS ENDING ON OR PRIOR TO JUNE 30, 2010. | ExplanationTxt |
Schedule F IRS990ScheduleF
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | UK | RegionTxt |
| Purpose Of Grant | UNIVERSITY RESEARCH | PurposeOfGrantTxt |
| Cash Grant | $300,000 | CashGrantAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE SCHEDULE I ATTACHMENT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $89,173,962 | CashGrantAmt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (10 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| UNFORESEEN EVENTS | 24 | $42,478 |
| FUNERAL ASSISTANCE | 15 | $56,378 |
| MEDICAL/DENTAL/HOSPITAL | 63 | $50,658 |
| STUDENT SCHOLARSHIPS | 325 | $510,756 |
| TEXTBOOK SCHOLARSHIPS | 11 | $7,733 |
| ASSISTANCE - SHELTER | 64 | $116,032 |
| ASSISTANCE - UTILITIES | 44 | $18,357 |
| PERSONAL ASSIST. - FIRE | 9 | $35,000 |
| ASSISTANCE - TRANSPORT | 4 | $3,209 |
| FLOOD DAMAGE ASSISTANCE | 3 | $12,500 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | CFT MONITORS THE USE OF GRANT FUNDS THROUGH VARIOUS GRANTEE REPORTING REQUIREMENTS DEPENDING UPON THE SIZE AND SOURCE OF THE GRANT. THE FOUNDATION'S DISCRETIONARY GRANTS REQUIRE THAT RECIPIENT ORGANIZATIONS SUBMIT WRITTEN REPORTS ANNUALLY DURING THE TERM OF THE GRANT. FOUNDATION STAFF ALSO REGULARLY CONDUCT FOLLOW-UP MEETINGS AND SITE VISITS WITH THE GRANTEES TO ENSURE THAT FUNDS HAVE BEEN PROPERLY USED AND THAT ANTICIPATED OUTCOMES HAVE BEEN ACHIEVED. GRANTS FROM THE FOUNDATION'S SUPPORTING ORGANIZATIONS REQUIRE MORE FREQUENT REPORTING BY GRANTEES, AS WELL AS FREQUENT SITE VISITS AND MEETINGS WITH FOUNDATION STAFF, WHICH ALLOW FOR MONITORING THE USE OF GRANT FUNDS AND ASSURANCE THAT SUFFICIENT PROGRESS TOWARD THE GRANT OBJECTIVES HAS BEEN MADE. MONITORING AND REPORTING REQUIREMENTS FOR GRANTS FROM THE FOUNDATION'S DONOR-ADVISED FUNDS VARY DEPENDING ON THE SIZE OF THE GRANT AND ITS INTENT. STAFF COMMUNICATES REGULARLY WITH ORGANIZATIONS THAT ARE FREQUENT RECIPIENTS OF DONOR-ADVISED GRANTS, AS WELL AS WITH ORGANIZATIONS THAT ARE NOT WELL-KNOWN TO THE FOUNDATION TO KEEP CURRENT ON THEIR PROGRAMS AND SERVICES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|---|
| BRENT E CHRISTOPHER | ||||||
| PRESIDENT & CEO | $314,000 | $60,512 | $540 | $18,950 | $10,411 | $394,002 |
| ELIZABETH BULL | ||||||
| SVP & CFO/TREASURER | $254,000 | $26,512 | $698 | $20,228 | $8,803 | $301,438 |
| SUSAN SWAN SMITH | ||||||
| CHIEF RELATIONSHIPS | $209,000 | $20,512 | $14,637 | $14,067 | $244,149 | |
| SARAH NELSON | ||||||
| CHIEF PHILANTHROPY O | $159,000 | $20,507 | $1,174 | $10,548 | $13,825 | $191,229 |
| KRISTINE M THOMAS | ||||||
| VP, ACCOUNTING | $149,000 | $14,507 | $1,340 | $12,457 | $15,582 | $177,304 |
| JEVERLY R COOK JR | ||||||
| EXEC DIR - WW CARUTH | $157,000 | $4,007 | $660 | $10,221 | $6,327 | $171,888 |
| J STEVEN ORR | ||||||
| VP, INVESTMENTS | $148,000 | $798 | $8,042 | $10,337 | $156,840 | |
| JOHN J FITZPATRICK | ||||||
| EDUCATE TX-EXEC DIR | $232,000 | $24,512 | $18,836 | $15,582 | $275,348 | |
| GEORGE TANG | ||||||
| EDUCATE TX - COO | $206,000 | $20,512 | $285 | $13,950 | $15,538 | $240,747 |
| JOHN C COXON | ||||||
| EDUCATE TX - CPO | $185,165 | $2,507 | $1,200 | $13,855 | $15,548 | $202,727 |
| AMY GROFF | ||||||
| EDUCATE TX - FINANCE | $150,675 | $4,807 | $1,492 | $12,191 | $10,912 | $169,165 |
| GERALDINE JACOBS | ||||||
| DIR. CHARITABLE GIFT | $152,250 | $304 | $770 | $8,750 | $6,119 | $162,074 |
| ALMA GARCIA | ||||||
| EDUCATE TX - PROGRAM | $146,995 | $507 | $2,055 | $9,574 | $15,548 | $159,131 |
| CAROL GOGLIA | ||||||
| DIR. MKTG. & COMM. | $142,000 | $406 | $1,204 | $6,506 | $15,543 | $150,116 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PAGE 1, PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | AS PART OF THE ANNUAL PERFORMANCE EVALUATIONS, A BONUS PAYMENT MIGHT BE PAID TO ELIGIBLE EMPLOYEES. FOR OFFICERS, KEY EMPLOYEES AND ALL OTHER STAFF, THESE PAYMENTS ARE DETERMINED BY THE PRESIDENT AND CEO AND REVIEWED BY THE BOARD. THE BONUS PAYMENT PAID TO THE PRESIDENT AND CEO IS DETERMINED BY THE BOARD OF TRUSTEES IN EXECUTIVE SESSION WHEN THE BOARD DETERMINES HIS COMPENSATION FOR THE FOLLOWING FISCAL YEAR. THE FOUNDATION ALSO PAYS A NOMINAL, ANNUAL HOLIDAY BONUS TO ALL EMPLOYEES BASED ON TENURE. THESE PAYMENTS ARE NOT MATERIAL TO THE OVERALL COMPENSATION PACKAGES. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 121 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,971,336 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $101,832 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,126,800 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | PRIOR TO FILING, THE STAFF OF THE FOUNDATION REVIEWS THE 990 WITH THE AUDIT AND FINANCE COMMITTEE OF THE BOARD OF TRUSTEES. THE 990 IS THEN POSTED AND MADE AVAILABLE FOR THE ENTIRE BOARD ON THE FOUNDATION'S INTERNAL WEBSITE. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ALL BOARD MEMBERS, OFFICERS, AND SENIOR STAFF MUST REVIEW THE CONFLICT OF INTEREST POLICY AND COMPLETE A QUESTIONNAIRE ON AN ANNUAL BASIS. BEFORE PHILANTHROPY COMMITTEE MEETINGS TO APPROVE DISCRETIONARY GRANTS, THE FOUNDATION STAFF PROVIDES EACH COMMITTEE MEMBER A DISCLOSURE FORM LISTING ALL OF THE ORGANIZATIONS THAT ARE BEING CONSIDERED FOR GRANTS AT THAT MEETING. THE COMMITTEE MEMBERS ARE INSTRUCTED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST INCLUDING INVOLVEMENT AS A BOARD MEMBER OR ADVISORY MEMBER, FAMILY INVOLVEMENT, OR OTHER INVOLVEMENTS WITH THE LISTED ORGANIZATIONS. THE STAFF OR BOARD MEMBER WHO HAS A CONFLICT WILL BE EXCLUDED FROM PARTICIPATING IN DELIBERATIONS AND DISCUSSIONS CONCERNING THESE ORGANIZATIONS. THE FOUNDATION KEEPS COPIES OF COMMITTEE MEMBERS' RESPONSES ON FILE. |
| FORM 990, PAGE 6, PART VI, LINE 15A | COMMUNITIES FOUNDATION OF TEXAS'S PRESIDENT AND CEO IS THE TOP MANAGEMENT OFFICIAL OF THE ORGANIZATION AND HIS COMPENSATION PACKAGE IS REVIEWED AND DECIDED UPON ANNUALLY BY THE BOARD OF DIRECTORS. INFORMATION IS GATHERED BY THE HR DIRECTOR VIA SURVEYS OF SIMILAR ORGANIZATIONS WITH COMPARABLE ASSET SIZE AND REGIONAL LOCATION. IN ADDITION, CEO COMPENSATION DATA IS GATHERED FROM THE 990S OF COMPARABLE COMMUNITY FOUNDATIONS. THIS INFORMATION IS REVIEWED BY AN INDEPENDENT EXTERNAL CONSULTANT WHO ANALYZES THE COMPENSATION IN RELATION TO THE MARKET. IN ADDITION, THE PRESIDENT AND CEO COMPLETES A SUMMARY OF HIS PERFORMANCE OVER THE PRIOR YEAR. THE RESULTS OF THESE ACTIVITIES ARE GIVEN TO THE EXECUTIVE COMMITTEE OF THE BOARD, WHICH ACTS AS A COMPENSATION COMMITTEE. THE CHAIRMAN CONVENES AN EXECUTIVE SESSION OF THE BOARD OF TRUSTEES, AND COPIES OF THE ANALYSIS COMPILED BY THE STAFF AND THE INDEPENDENT CONSULTANT, AS WELL AS THE PERFORMANCE SUMMARY PROVIDED BY THE PRESIDENT AND CEO, ARE DISTRIBUTED. AFTER REVIEW AND DISCUSSION, THE BOARD DETERMINES THE PREIDENT AND CEO'S COMPENSATION FOR THE FOLLOWING FISCAL YEAR. |
| FORM 990, PAGE 6, PART VI, LINE 15B | OFFICERS, KEY EMPLOYEES AND ALL OTHER STAFF RECEIVE ANNUAL PERFORMANCE EVALUATIONS FROM THEIR IMMEDIATE SUPERVISOR USING THE BUDGETARY GUIDELINES APPROVED BY THE BOARD OF TRUSTEES. SALARY ADJUSTMENTS AND BONUS PAYMENTS, IF ANY, ARE APPROVED BY THE PRESIDENT AND CEO OF THE ORGANIZATION BASED ON THESE EVALUATIONS. EXTERNAL SALARY SURVEYS ARE ALSO UTILIZED IN THIS PROCESS TO ASSIST IN DETERMINING ANY ADJUSTMENTS THAT MIGHT NEED TO BE MADE BASED ON CURRENT MARKET TRENDS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ANNUAL AUDITED FINANCIALS STATEMENTS ARE AVAILABLE THROUGH OUR WEBSITE. WE DO NOT MAKE AVAILABLE OUR GOVERNING DOCUMENTS OR THE CONFLICT OF INTEREST POLICY. |
| FORM 990, PART XI, LINE 9 | CHANGE IN VALUE OF CRTS 949,608 FAS 136 - AGENCY GRANTS & EXPENSES 21,674,068 CHANGE IN VALUE OF CGAS -80,461 FAS 136 - AGENCY CONTRIBUTIONS & INCOME -25,048,934 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WW CARUTH JR FOUNDATION | ||||||||||||
| 5500 CARUTH HAVEN LANE | DALLAS | TX | 75225 | 237436194 | SUPPORTING | TX | 501C3 | 11B | N/A | false | ||
| CFTR-11 | ||||||||||||
| 5500 CARUTH HAVEN LANE | DALLAS | TX | 75225 | 752924214 | HLDS TITLE | TX | 501C2 | false | NA | |||
| DALLAS COMMUNITY CHEST TR FUND INC | ||||||||||||
| 5500 CARUTH HAVEN LANE | DALLAS | TX | 75225 | PROMOTE | TX | 501C3 | 8 | N/A | false | |||
| THE RUTH FOUNDATION | ||||||||||||
| 1900 N AKARD STREET | DALLAS | TX | 75201 | 752254284 | SUPPORTING | TX | 501C3 | 11A | false | NA | ||
| ROBERT & NANCY DEDMAN FOUNDATION | ||||||||||||
| 5956 SHERRY LANE | DALLAS | TX | 75225 | 752832419 | SUPPORTING | TX | 501C3 | 11D | false | NA | SUITE 1800 | |
| NANCY ANN & RAY L HUNT FOUNDATION | ||||||||||||
| 1900 N AKARD STREET | DALLAS | TX | 75201 | 751726227 | SUPPORTING | TX | 501C3 | 11A | false | NA | ||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Business Name Line2DirectControllingEntityName/BusinessNameLine2 | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CLIMAX TIMBER COMPANY | ||||||||||
| 5500 CARUTH HAVEN LANE | DALLAS | TX | 75225 | 756012148 | INACTIVE | TX | COMMUNITIE | S FOUNDATION OF TEXAS INC | C CORP | false |
| MCHARITIES | ||||||||||
| 5500 CARUTH HAVEN LANE | DALLAS | TX | 75225 | 752233217 | REAL ESTAT | TX | COMMUNITIE | S FOUNDATION OF TEXAS INC | C CORP | 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 | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| 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 | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| WW CARUTH JR FOUNDATION | ||
| C | $12,612,388 | FAIR MARKET VALUE |
| ROBERT & NANCY DEDMAN FOUNDATION | ||
| C | $330,000 | FAIR MARKET VALUE |
| NANCY & RAY HUNT FOUNDATION | ||
| C | $10,000 | FAIR MARKET VALUE |
| THE RUTH FOUNDATION | ||
| C | $10,000 | FAIR MARKET VALUE |