2015-01-27T14:32:01-06:00 2014-06-30 820358530 TRAVIS JEFFRIES PA 590 W WASHINGTON ST BOISE ID 837025953 990 2013-07-01 820332399 BISHOP KELLY FOUNDATION INC BISH 2083234789 7009 FRANKLIN ROAD BOISE ID 83709 RITA FRANKLIN EXECUTIVE DIRECTOR 2083234789 2015-01-27 1 KELLY D SONNICHSEN CPA P00482643 2083455383 2013 2016-02-25 16:41:14Z RITA FRANKLIN 7009 FRANKLIN ROAD BOISE ID 83709 9097820 0 X N/A X 1976 ID THE FOUNDATION'S PRINCIPAL GOAL HAS BEEN TO PROVIDE FUNDING FOR SCHOLARSHIPS, OPERATIONS, AND CAPITAL IMPROVEMENTS THAT WILL KEEP BISHOP KELLY'S STANDARDS AND QUALITY AT THE HIGHEST LEVEL. 31 31 0 117 0 0 413623 604959 0 0 479138 1217742 171395 153503 1064156 1976204 705080 883152 0 0 53180 55749 0 70015 94426 108064 76467 866324 1085383 197832 890821 8034936 9124418 62199 41734 7972737 9082684 TO SUPPORT THE VALUES AND OBJECTIVES OF BISHOP KELLY HIGH SCHOOL. THE FOUNDATION'S PRINCIPAL GOAL HAS BEEN TO PROVIDE FUNDING FOR SCHOLARSHIPS, OPERATIONS, AND CAPITAL IMPROVEMENTS THAT WILL KEEP BISHOP KELLY'S STANDARDS AND QUALITY AT THE HIGHEST LEVEL. 0 0 472891 453772 ANNUAL DISTRIBUTION TO BISHOP KELLY HIGH SCHOOL FOR GENERAL SUPPORT. DISTRIBUTION TO BISHOP KELLY HIGH SCHOOL IS CALCULATED ACCORDING TO BISHOP KELLY FOUNDATION'S BYLAWS. 425380 425380 SCHOLARSHIPS TO BISHOP KELLY STUDENTS. 4000 4000 TWO POST SECONDARY SCHOLARSHIPS FOR $2,000 TO BISHOP KELLY GRADUATES. 902271 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 0 0 0 0 0 0 1 1 0 0 0 0 X 31 31 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 ID X RITA FRANKLIN 2083234789 7009 FRANKLIN ROAD BOISE ID 83709 ROBERT ARAVICH DIRECTOR 0.00 X 0 0 0 JOHN BLEYMAIER DIRECTOR 0.00 X 0 0 0 LISA DERIG DIRECTOR 0.00 X 0 0 0 KELI ELLEDGE DIRECTOR 0.00 X 0 0 0 PATTY FERY DIRECTOR 0.00 X 0 0 0 HAILEY FRECHETTE DIRECTOR 0.00 X 0 0 0 JAMES HARRISION DIRECTOR 0.00 X 0 0 0 MORGAN HICKS DIRECTOR 0.00 X 0 0 0 STEVE HIPPLER DIRECTOR 0.00 X 0 0 0 HOMAECHEVARRIA MD ALEJANDRO A DIRECTOR 0.00 X 0 0 0 CELESTE KELLER DIRECTOR 0.00 X 0 0 0 TIM LAMOTT DIRECTOR 0.00 X 0 0 0 SCOT LUDWIG DIRECTOR 0.00 X 0 0 0 JAIME MACMILLAN DIRECTOR 0.00 X 0 0 0 MARK MIRANDA DIRECTOR 0.00 X 0 0 0 ROBIN NAVERT DIRECTOR 0.00 X 0 0 0 CHRIS PRIVON DIRECTOR 0.00 X 0 0 0 GREG SWEENEY DIRECTOR 0.00 X 0 0 0 TIM THOMETZ DIRECTOR 0.00 X 0 0 0 KATHRYN ZIMMERMAN DIRECTOR 0.00 X 0 0 0 RITA FRANKLIN EXECUTIVE DIRECTOR 36.00 X 52053 0 0 RICHARD RAIMONDI DIRECTOR 0.00 X 0 0 0 ROBERT WEHDE DIRECTOR 0.00 X 0 0 0 BRYAN SMITH DIRECTOR 0.00 X 0 0 0 MARK JASZKOWSKI DIRECTOR 0.00 X 0 0 0 MOLLY ROSCOE DIRECTOR 0.00 X 0 0 0 CHUCK LAWRENCE DIRECTOR 0.00 X 0 0 0 DAVID BRUCE PRESIDENT 2.00 X 0 0 0 JOHN ECK VICE PRESIDENT 1.00 X 0 0 0 MARIANNE HICKMAN TREASURER 1.00 X 0 0 0 THOMAS J SIEGERT SECRETARY 1.00 X 0 0 0 52053 0 0 0 0 0 0 0 37505 567454 604959 244251 244251 7954266 6980775 973491 973491 973491 299241 37505 140841 158400 158400 OTHER INCOME 900099 -4897 -4897 -4897 1976204 973491 0 397754 453772 453772 429380 429380 48900 14670 14670 19560 2919 875 876 1168 234 70 70 94 3696 1109 1109 1478 70015 70015 3322 3322 985 246 493 246 1575 787 394 394 INVESTMENT ADVISORY SER 55491 55491 FOREIGN TAXES ON INVEST 8559 8559 PROFESSIONAL FEES 5449 1362 2725 1362 FLOWERS, CONDOLENCES, G 977 977 109 109 1085383 902271 88686 94426 46303 84850 260493 306158 119152 81965 1696 1696 0 0 7586028 8616969 22960 34476 8034936 9124418 62199 41734 62199 41734 X 6340141 7151608 1632596 1931076 7972737 9082684 8034936 9124418 890821 219126 0 X X 1 X 0 1 0 X X 0 0 0 BISHOP KELLY HIGH SCHOOL 820200748 SCHOOL 1 1 1 453772 1 453772 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1696 1696 0 0 OTHER INVESTMENTS 8616969 F 8616969 DUE TO BISHOP KELLY HIGH SCHOOL 41734 41734 X PART X, LINE 2: IN ACCORDANCE WITH FASB ASC 740, THE FOUNDATION HAS EVALUATED ITS OPERATIONS AS OF JUNE 30, 2014 AS COMPARED TO ITS ORIGINAL APPLICATION FOR TAX-EXEMPT NOT-FOR-PROFIT STATUS. THE EVALUATION ALSO CONSIDERED THE POSSIBILITY OF TRANSACTIONS THAT MAY BE SUBJECT TO INCOME TAX ON UNRELATED BUSINESS INCOME. TAX POSITIONS CONSIDERED, BUT NOT LIMITED TO INCLUDED: A) THE FOUNDATION'S CHARACTERIZATION OF ITS ACTIVITIES AS RELATED OR UNRELATED TO ITS EXEMPT PURPOSE, AND B) THE FOUNDATION'S ALLOCATION OF REVENUE AND EXPENSES BETWEEN ACTIVITIES THAT RELATE TO ITS EXEMPT PURPOSE AND THOSE THAT COULD BE CONSIDERED UNRELATED BUSINESS INCOME. UPON THE EVALUATION, THE FOUNDATION DOES NOT BELIEVE IT HAS ANY BUSINESS ACTIVITIES IN PLACE THAT WOULD CAUSE ITS TAX-EXEMPT NOT-FOR-PROFIT STATUS TO NOT BE SUSTAINED UPON AUDIT, OR ACTIVITIES THAT WOULD BE SUBJECT TO UNRELATED BUSINESS TAX. X 1 THOMPSON AND ASSOCIATES 112 WESTWOOD PLACE SUITE 250 BRENTWOOD TN 37027 PLANNED GIVING SUPPORT 0 0 70015 -70015 70015 -70015 WINNER'S CHOICE 336746 37505 299241 120750 20091 336746 37505 299241 120750 20091 140841 158400 1 BISHOP KELLY HIGH SCHOOL 7009 FRANKLIN ROAD BOISE ID 83709 820200748 453772 GENERAL SUPPORT SCHOLARSHIPS 429380 CHARITABLE AU 0 0 0 0 0 PART I, COLUMN (B): MANY DONORS GIVE VARIOUS ITEMS EACH YEAR FOR THE CHARITABLE AUCTION EVENT HELD AT THE FOUNDATION'S WINNER'S CHOICE DINNER. THE FOUNDATION RECORDS REVENUE EQUAL TO THE WINNING BID FOR EACH ITEM SOLD AT THE CHARITABLE AUCTION. FORM 990, PART VI, SECTION B, LINE 11 TREASURER AND EXECUTIVE DIRECTOR REVIEW THE RETURN FOR ACCURACY AND DISTRIBUTE IT ELECTRONICALLY TO BOARD MEMBERS FOR REVIEW AND APPROVAL PRIOR TO FILING EACH YEAR. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS SIGN AN AKNOWLEDGEMENT THAT THEY HAVE RECEIVED THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S SALARY IS BASED ON PERFORMANCE AND INDUSTRY STANDARDS FOR SIMILAR POSITIONS HELD BY OTHERS IN THE NONPROFIT INDUSTRY. ANNUAL SALARY AND PERFORMANCE EVALUATIONS ARE REVIEWED BY THE PRESIDENT OF THE BOARD OF DIRECTORS, WHO THEN PROPOSES ANY SALARY INCREASES TO THE EXECUTIVE COMMITTEE FOR APPROVAL. THE EXECUTIVE DIRECTOR IS THE ONLY PAID OFFICER OR KEY EMPLOYEE POSITION WITHIN THE BISHOP KELLY FOUNDATION. FORM 990, PART VI, SECTION C, LINE 18 FEDERAL FORM 990 IS AVAILABLE FOR REVIEW AT THE FOUNDATION'S OFFICE UPON REQUEST FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE AT THE FOUNDATION'S OFFICE UPON REQUEST FORM 990 PART XII LINE 2C THE FOUNDATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY AND OVERSIGHT OF THE ANNUAL REVIEWED FINANCIAL STATEMENTS. THE OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.