RFS FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
RFS FOUNDATION (EIN 74-1949935)
Tax period
2013-09-01 to 2014-08-31
Filed
2015-02-09
IRS object ID
201510409349100001
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-02-09T08:01:27-08:00ReturnTs
Tax Period End2014-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Thompson Derrig & Craig PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14500 Carter Creek Suite 201AddressLine1
CityBryanCity
StateTXState
ZIP Code778024456ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN741949935EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RFS FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlRFSFBusinessNameControlTxt
Phone9797763278PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Wells Fargo Trust 3000 BriarcrestAddressLine1
CityBryanCity
StateTXState
ZIP Code77802ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRobert Schoolfieldco WellsPersonNm
Person TitleTrusteePersonTitleTxt
Signature2015-02-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDurwood Thompson JrCPA CFPPreparerPersonNm
PTINP00297281PTIN
Phone9792609696PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$29,818FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$27,700ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$23InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$23InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$23InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$27,723TotalRevAndExpnssAmt
Total Net Invst Incm$23TotalNetInvstIncmAmt
Total Adj Net Incm$23TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$560AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$560AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$80OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$80OtherProfFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$640TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$640TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$52,240ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$52,240ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$52,880TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$640TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$52,240TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$25,157ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$23AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$54,975SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$29,818SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$29,818SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$54,975TotalAssetsBOYAmt
Total Assets EOY$29,818TotalAssetsEOYAmt
Total Assets EOYFMV$29,818TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$54,975UnrestrictedBOYAmt
Unrestricted EOY$29,818UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$54,975TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$29,818TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$54,975TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$29,818TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$54,975TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$25,157ExcessRevenueOverExpensesAmt
Subtotal$29,818SubtotalAmt
Tot Net Ast Or Fund Balances EOY$29,818TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$52,640AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$37,336NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.40990DistributionYr1Rt
Adjusted Qlfy Distri Yr2$41,440AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$30,009NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.38092DistributionYr2Rt
Adjusted Qlfy Distri Yr3$41,440AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$30,857NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.34297DistributionYr3Rt
Adjusted Qlfy Distri Yr4$41,440AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$19,055NetVlNoncharitableAssetsYr4Amt
Distribution Yr42.17476DistributionYr4Rt
Adjusted Qlfy Distri Yr5$41,440AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$14,026NetVlNoncharitableAssetsYr5Amt
Distribution Yr52.95451DistributionYr5Rt
Total Distribution9.26306TotalDistributionRt
Average Distribution1.85261AverageDistributionRt
Net Vl Noncharitable Assets$41,288NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$76,491AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$76,491AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$52,240QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
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 SchoolfieldBusinessNameLine1
FieldValueIRS element (for citing)
Phone9797763278PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13000 BriarcrestAddressLine1
CityBryanCity
StateTXState
ZIP Code778050913ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage 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 12 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$41,917AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$41,917TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$41,917AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$629CashDeemedCharitableAmt
Net Vl Noncharitable Assets$41,288NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,064MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,064MinimumInvestmentReturnAmt
Distributable Before Adj$2,064DistributableBeforeAdjAmt
Distributable Before Ded$2,064DistributableBeforeDedAmt
Distributable As Adjusted$2,064DistributableAsAdjustedAmt

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$2,064DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$40,739ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$40,487ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$39,897ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$39,940ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$50,773ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$211,836TotalExcessDistributionCyovAmt
Qualifying Distributions$52,240QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,064AppliedToCurrentYearAmt
Remaining Distri From Corpus$50,176RemainingDistriFromCorpusAmt
Total Corpus$262,012TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$40,739ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$221,273ExcessDistriCyovToNextYrAmt
Excess From Year4$40,487ExcessFromYear4Amt
Excess From Year3$39,897ExcessFromYear3Amt
Excess From Year2$39,940ExcessFromYear2Amt
Excess From Year1$50,773ExcessFromYear1Amt
Excess From Current Year$50,176ExcessFromCurrentYearAmt

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/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient 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
CAMPUS CRUSADE FOR CHRIST
100 Lake Hart DriveOrlandoFL32832NONE501(c)3MISSIONARY OUTREACH$2,400
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
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$23ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$23ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$23TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1CityContributorUSAddress/CityStateContributorUSAddress/StateZIP CodeContributorUSAddress/ZIPCodeTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
C DANIEL WHEELUS
13103 BEE CAVE RDAUSTINTX78746$20,000Yes (X)
AUSTIN CEO FDN
23300 BEE CAVE RD STE 650-1156AUSTINTX78746$7,700Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$560Amt
Net Investment Income$560NetInvestmentIncomeAmt
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$80Amt
Net Investment Income$80NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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