HENDRICK SCHOLARSHIP FOUNDATION: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
HENDRICK SCHOLARSHIP FOUNDATION (EIN 75-2376396)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-13
IRS object ID
201523179349305942
Schema version
2014v5.0
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)
Return2015-11-13T15:04:50-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN200162782PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CF & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18750 N CENTRAL EXPY STE 300AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75231ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752376396EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HENDRICK SCHOLARSHIP FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHENDBusinessNameControlTxt
Phone9724232079PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 CENTRAL PARKWAY EAST NO 100AddressLine1Txt
CityPLANOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75074ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRUTLEDGE HAGGARDPersonNm
Person TitleBOARD CHAIRPersonTitleTxt
Phone9724232079PhoneNum
Signature2015-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJACK T LAMKIN III CPAPreparerPersonNm
PTINP00751333PTIN
Phone9723874300PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRUTLEDGE HAGGARDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 CENTRAL PARKWAY EAST NO 100AddressLine1Txt
CityPLANOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75074ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$623,097GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.HENDRICKSCHOLARSHIP.ORGWebsiteAddressTxt
Type Of Organization OtherYes (X)TypeOfOrganizationOtherInd
Formation1991FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionTHE SPECIFIC PURPOSE IS PROVIDING SCHOLARSHIPS FOR LOCAL HIGH SCHOOL GRADUATES WHO HAVE EXPERIENCED AND OVERCOME ADVERSITY AND GRADUATED FROM HIGH SCHOOL. ADDITIONALLY, THESE STUDENTS WILL NEED FINANCIAL HELP AND ENCOURAGEMENT TO REACH THEIR EDUCATIONAL AND LIFE POTENTIAL. IT IS SUPPORTED BY CONTRIBUTIONS, BY TICKET SALES TO THE EVENT WHICH IS ANANNUAL DINNER, AND BY THE ANNUAL GOLF TOURNAMENT SPONSORED BY THE PLANO ROTARY CLUB HELD TO HELP ATTRACT FUNDS FOR SCHOLARSHIP RECIPIENTS TO ATTEND COLLEGE. ADDITIONAL SUPPORTING FUNCTIONS WILL BE PLANNED.ActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent20VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Volunteers55TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$84,139PYContributionsGrantsAmt
CY Contributions Grants$238,957CYContributionsGrantsAmt
PY Program Service Revenue$164,360PYProgramServiceRevenueAmt
CY Program Service Revenue$254,881CYProgramServiceRevenueAmt
PY Investment Income$6,198PYInvestmentIncomeAmt
CY Investment Income$9,225CYInvestmentIncomeAmt
PY Other Revenue$163,806PYOtherRevenueAmt
CY Other Revenue$14,000CYOtherRevenueAmt
PY Total Revenue$418,503PYTotalRevenueAmt
CY Total Revenue$517,063CYTotalRevenueAmt
PY Grants And Similar Paid$83,605PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$69,264CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$67,479PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$92,981CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$148,576CYTotalFundraisingExpenseAmt
PY Other Expenses$208,522PYOtherExpensesAmt
CY Other Expenses$269,863CYOtherExpensesAmt
PY Total Expenses$359,606PYTotalExpensesAmt
CY Total Expenses$432,108CYTotalExpensesAmt
PY Revenues Less Expenses$58,897PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$84,955CYRevenuesLessExpensesAmt
Total Assets BOY$517,435TotalAssetsBOYAmt
Total Assets EOY$628,373TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$517,435NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$628,373NetAssetsOrFundBalancesEOYAmt
MissionTHE MISSION OF THE HENDRICK SCHOLARSHIP FOUNDATION IS TO PROVIDE THE MEANS FOR QUALIFIED STUDENTS WHO HAVE HAD ADVERSITIES TO ENROLL IN COLLEGE AND, WITH CONTINUED MORAL AND FINANCIAL ENCOURAGEMENT AND SUPPORT, TO GRADUATE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$149,532ExpenseAmt
Grant$69,264GrantAmt
Revenue$254,881RevenueAmt
DescHENDRICK SCHOLARSHIP STUDENTS NEED HELP WITH FUNDING THEIR COLLEGE EDUCATION AS WELL AS EMOTIONAL ENCOURAGEMENT TO REACH THEIR EDUCATIONAL AND LIFE POTENTIAL. HENDRICK FOUNDATION'S GRANTS PAY FOR TUITION, FEES, AND BOOKS AND HELP TO LOCATE RESOURCES TO DEAL WITH ISSUES SUCH AS TRANSPORTATION, EMPLOYMENT, OR HOUSING.HENDRICK SCHOLARSHIPS GRANTED IN 2014: 45Desc
Total Program Service Expenses$149,532TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee3EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member20IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MS CHARLA FLETCHERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9724224515PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 CENTRAL PARKWAY EAST STE 100AddressLine1Txt
CityPLANOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75074ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
BILLY VAUGHN
DIRECTOR EMERITUS0.00Yes (X)$0$0$0
BUTCH VEALE
DIRECTOR0.00Yes (X)$0$0$0
CHARLA FLETCHER
SECRETARY0.00Yes (X)$0$0$0
DAVE WILLIAMS
DIRECTOR EMERITUS0.00Yes (X)$0$0$0
DAVID MCCALL III
DIRECTOR EMERITUS0.00Yes (X)$0$0$0
DIANE WETHERBEE
DIRECTOR0.00Yes (X)$0$0$0
DR H WAYNE HENDRICK
CHAIRMAN OF SCHOLARSHIP AN0.00Yes (X)$0$0$0
DREW PIPKIN
DIRECTOR0.00Yes (X)$0$0$0
ERIC HARTTER
DIRECTOR0.00Yes (X)$0$0$0
HEATHER WEBB
DIRECTOR0.00Yes (X)$0$0$0
JACQUE JOHNSTON
DIRECTOR0.00Yes (X)$0$0$0
JAY NELSON
DIRECTOR0.00Yes (X)$0$0$0
JERRY HUFFMAN
DIRECTOR EMERITUS0.00Yes (X)$0$0$0
JIM NELSON
DIRECTOR EMERITUS0.00Yes (X)$0$0$0
JO ANN BOTTS
DIRECTOR EMERITUS0.00Yes (X)$0$0$0
JOAN SMITH
DIRECTOR0.00Yes (X)$0$0$0
JOE COLLINS
DIRECTOR EMERITUS0.00Yes (X)$0$0$0
JOHN WROTEN
DIRECTOR EMERITUS0.00Yes (X)$0$0$0
JOHNNY LEWIS
DIRECTOR EMERITUS0.00Yes (X)$0$0$0
JUDY JACKSON
DIRECTOR EMERITUS0.00Yes (X)$0$0$0
KAREN MCDONALD
DIRECTOR0.00Yes (X)$0$0$0
KELLY PALMER
DIRECTOR0.00Yes (X)$0$0$0
MARY JO DEAN
DIRECTOR0.00Yes (X)$0$0$0
MEGHAN WELCH
DIRECTOR0.00Yes (X)$0$0$0
NANCY BOYD
DIRECTOR EMERITUS0.00Yes (X)$0$0$0
RAY HUFFINES
DIRECTOR EMERITUS0.00Yes (X)$0$0$0
RAY UTLEY
DIRECTOR EMERITUS0.00Yes (X)$0$0$0
RICHARD BIGGERS
TREASURER0.00Yes (X)$0$0$0
RICHARD WELLS
PRESIDENT0.00Yes (X)$0$0$0
ROBERT LEE
DIRECTOR0.00Yes (X)$0$0$0
RUTLEDGE HAGGARD
CHAIRMAN OF THE BOARD0.00Yes (X)$0$0$0
STEVE BLAIR
DIRECTOR EMERITUS0.00Yes (X)$0$0$0
SUSAN MODISETTE
DIRECTOR0.00Yes (X)$0$0$0
TINO TRUJILLO
DIRECTOR EMERITUS0.00Yes (X)$0$0$0
WAYNE STEVENSON
DIRECTOR EMERITUS0.00Yes (X)$0$0$0
WENDI COSTLOW
DIRECTOR0.00Yes (X)$0$0$0
MARCY WILSON
EXEC DIRECTOR40.00$46,959$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$46,959TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$132,991FundraisingAmt
All Other Contributions$105,966AllOtherContributionsAmt
Noncash Contributions$105,966NoncashContributionsAmt
Total Contributions$238,957TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
NON CASH DONATIONS/INC813211$134,577$134,577
INTERN PROGRAM FEE813211$48,500$48,500
PLEDGE SPONSORSHIPS813211$40,115$40,115
COMMUNITY SUPPORT DONA813211$24,264$24,264
SPONSOR A STUDENT813211$3,000$3,000

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,425TotalRevenueColumnAmt
Related Or Exempt Func Income$4,425RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$254,881TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,225TotalRevenueColumnAmt
Exclusion$9,225ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$120,034FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$132,991ContriRptFundraisingEventAmt
Fundraising Direct Expenses$106,034FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,000TotalRevenueColumnAmt
Exclusion$14,000ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$517,063TotalRevenueColumnAmt
Related Or Exempt Func Income$254,881RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$23,225ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$69,264TotalAmt
Program Services$69,264ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$86,200TotalAmt
Management And General$86,200ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$6,781TotalAmt
Management And General$6,781ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$7,000TotalAmt
Management And General$7,000ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$14,000TotalAmt
Fundraising$14,000FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,247TotalAmt
Program Services$2,913ProgramServicesAmt
Management And General$334ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$10,582TotalAmt
Program Services$1,623ProgramServicesAmt
Management And General$8,959ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$27,571TotalAmt
Program Services$27,571ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,626TotalAmt
Management And General$1,626ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,757TotalAmt
Management And General$3,757ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
NON CASH EXPENSES$134,576$134,576
AWARDS/TROPHIES EXPENSE$16,419$16,419
BANK/CREDIT CARD FEES$8,974$8,974
MEALS/ENTERTAINMENT$7,488$7,488

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$34,623TotalAmt
Program Services$24,254ProgramServicesAmt
Management And General$10,369ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$432,108TotalAmt
Program Services$149,532ProgramServicesAmt
Management And General$134,000ManagementAndGeneralAmt
Fundraising$148,576FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$47,253BOYAmt
EOY$102,582EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$267,369BOYAmt
EOY$317,855EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$4,802LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,282LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$660BOYAmt
EOY$1,520EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$200,569BOYAmt
EOY$203,900EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,584BOYAmt
EOY$2,516EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$517,435BOYAmt
EOY$628,373EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$517,435BOYAmt
EOY$628,373EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$517,435BOYAmt
EOY$628,373EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$517,435BOYAmt
EOY$628,373EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$84,955ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$2,627NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$28,610DonatedServicesAndUseFcltsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$294,745CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$310,085CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$370,848CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$412,305CurrentTaxYearMinus1YearAmt
Current Tax Year$517,063CurrentTaxYearAmt
Total$1,905,046TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$294,745CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$310,085CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$370,848CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$412,305CurrentTaxYearMinus1YearAmt
Current Tax Year$517,063CurrentTaxYearAmt
Total$1,905,046TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$1,905,046PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,748CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,040CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,957CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,198CurrentTaxYearMinus1YearAmt
Current Tax Year$9,225CurrentTaxYearAmt
Total$26,168TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,748CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,040CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,957CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,198CurrentTaxYearMinus1YearAmt
Current Tax Year$9,225CurrentTaxYearAmt
Total$26,168TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$296,493CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$312,125CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$377,805CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$418,503CurrentTaxYearMinus1YearAmt
Current Tax Year$526,288CurrentTaxYearAmt
Total$1,931,214TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.98640PublicSupportCY509Pct
Public Support PY5090.98790PublicSupportPY509Pct
Investment Income CY0.01360InvestmentIncomeCYPct
Investment Income PY0.01210InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,802OtherCostOrOtherBasisAmt
Depreciation$3,282DepreciationAmt
Book Value$1,520BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,520TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (8 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
1418.488 SH MFS INSTITUTIONAL INTERNATIONAL EQUITY FUND$29,661F
147.220 SH VANGUARD 500 INDEX FUND SIGNAL SHARES$27,956F
715.410 SH DODGE & COX INTERNATIONAL STOCK FUND$30,126F
2488.879 SH PIMCO TOTAL RETURN INSTL FUND$26,531F
664.643 SH T ROWE PRICE INSTITUTIONAL INT'L SMALL CAP$13,612F
1970.493 SH DODGE & COX INCOME FUND #147$27,153F
643 SH THORATEC CORP$20,872F
1616.934 SH SIT DIVIDEND GROWTH FUND I$27,989F
FieldValueIRS element (for citing)
Total Book Value Securities$203,900TotalBookValueSecuritiesAmt
Total Rev Etc Audited Fincl Stmt$545,741TotalRevEtcAuditedFinclStmtAmt
Other Revenue$28,610OtherRevenueAmt
Revenue Not Reported$28,610RevenueNotReportedAmt
Revenue Subtotal$517,131RevenueSubtotalAmt
Other Revenues Not Included-$68OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$68RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$517,063TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$432,176TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$68OtherExpensesIncludedAmt
Expenses Not Reported$68ExpensesNotReportedAmt
Expenses Subtotal$432,108ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$432,108TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART XI, LINE 2D - OTHER ADJUSTMENTS:DONATION OF SERVICE OR USE OF FACILITY
PART XI, LINE 4B - OTHER ADJUSTMENTS:FUNDRAISING DIRECT EXPENSE REPORTED IN PART VIII
PART XII, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING DIRECT EXPENSE REPORTED IN PART VIII

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1TASTE OF ELEGANCEEvent1Nm
Gross Receipts Event1$105,457GrossReceiptsEvent1Amt
Charitable Contri Event1$56,321CharitableContriEvent1Amt
Gross Revenue Event1$49,136GrossRevenueEvent1Amt
Non Cash Prizes Event1$49,236NonCashPrizesEvent1Amt
Event2GOLF TOURNAMENTEvent2Nm
Gross Receipts Event2$72,721GrossReceiptsEvent2Amt
Charitable Contri Event2$35,116CharitableContriEvent2Amt
Gross Revenue Event2$37,605GrossRevenueEvent2Amt
Non Cash Prizes Event2$23,605NonCashPrizesEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$74,847GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$41,554CharitableContriOtherEventsAmt
Gross Revenue Other Events$33,293GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$33,125NonCashPrizesOtherEventsAmt
Gross Receipts Total$253,025GrossReceiptsTotalAmt
Charitable Contributions Tot$132,991CharitableContributionsTotAmt
Gross Revenue Total Events$120,034GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$105,966NonCashPrizesTotalEventsAmt
Direct Expense Summary Events$105,966DirectExpenseSummaryEventsAmt
Net Income Summary$14,068NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeEDUCATION GRANTSGrantTypeTxt
Recipient45RecipientCnt
Cash Grant$69,264CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationWE SEEK TO AWARD STUDENTS WHO HAVE LIVED IN POVERTY, PERSEVERED TO OVERCOME ADVERSITY, AND WHO ARE MOTIVATED TO EARN A COLLEGE DEGREE. APPLICANT MUST: BE A RECENT PLANO ISD GRADUATE, HAVE AT LEAST A 2.5 HIGH SCHOOL GPA, HAVE FINANCIAL NEED WHICH MUST BE DOCUMENTED BY PROVIDING COPIES OF THE PARENTS' TAX RETURN, W-2, FAFSA/STUDENT AID REPORT, OR HIGH SCHOOL CONFIRMATION OF ELIGIBILITY FOR PARTICIPATION IN THE FREE OR REDUCED LUNCH PROGRAM, SUBMIT AN ESSAY DESCRIBING THEIR ADVERSITIES AND HOW THEY HAVE OVERCOME THEM, AND PROVIDE REFERENCE LETTERS.ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution15ContributionCnt
Noncash Contributions Rpt F990$4,785NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOST OF PROPERTYMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$25NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOST OF PROPERTYMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$24,379NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOST OF PROPERTYMethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution23ContributionCnt
Noncash Contributions Rpt F990$11,047NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOST OF PROPERTYMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution14ContributionCnt
Noncash Contributions Rpt F990$4,210NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOST OF PROPERTYMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (7 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990Amt
Yes (X)SERVICE OR USE OF FACILITIES44$28,610
Yes (X)TRIPS8$27,269
Yes (X)MISC.28$19,796
Yes (X)GIFT CERTIFICATE46$6,970
Yes (X)TICKETS9$5,057
Yes (X)WINE7$2,080
Yes (X)COMPUTER DIVICES2$349
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2CHARLA FLETCHER(SECRETARY), RUTLEDGE HAGGARD(CHAIRMAN OF THE BOARD) - BUSINESS RELATIONSHIP
FORM 990, PART VI, SECTION B, LINE 11THE FORM 990 IS AVAILABLE FOR REVIEW BY REQUEST AT MAIN OFFICE. THE FINANCIAL COMMITTEE IS SCANNED A COPY FOR THEIR RECORDS AND REVIEW.
FORM 990, PART VI, SECTION C, LINE 19ALL ARE AVAILABLE FOR REVIEW UPON REQUEST AT MAIN OFFICE.
FORM 990, PART XII, LINE 2C:THERE IS A MONTHLY REVIEW AND SELECTION PROCESS.

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