2015-12-11T09:17:43-06:00 2015-01-31 750807999 SPROLES WOODARD LLP 777 MAIN STREET SUITE 3250 FORT WORTH TX 761025304 990 2014-02-01 752267609 JEWEL CHARITY BALL INCORPORATED JEWE 8178709064 5020 COLLINWOOD AVENUE NO 400 FORT WORTH TX 76107 DEBBIE REYNOLDS PRESIDENT 8178709064 2015-12-04 1 ROBERT W DUKE P00151313 8173321328 2014 2016-03-07 17:11:31Z DEBBIE REYNOLDS 5020 COLLINWOOD AVENUE NO 400 FORT WORTH TX 76107 4040005 0 X WWW.JEWELCHARITY.ORG X 1988 TX RAISE FUNDS TO PROVIDE HEALTH CARE FOR CHILDREN AT COOK CHILDREN'S MEDICAL CENTER. 49 49 0 400 0 0 3174284 3287452 0 0 18615 14519 -396029 -382013 2796870 2919958 3038488 2697310 0 0 0 0 0 0 31946 85332 58524 3123820 2755834 -326950 164124 2917062 3082724 0 0 2917062 3082724 PROVIDE FINANCIAL SUPPORT TO FORT WORTH COOK CHILDREN'S MEDICAL CENTER. 0 0 2697310 2697310 142223 JEWEL CHARITY BALL RAISES FUNDS FOR UNCOMPENSATED HEALTHCARE FOR CHILDREN AT COOK CHILDREN'S MEDICAL CENTER. FUNDRAISING IS ACCOMPLISHED BY SOLICITING DONATIONS FROM LOCAL, NATIONAL, AND INTERNATIONAL INDIVIDUALS, BUSINESSES AND FOUNDATIONS. ALL PROCEEDS ARE DONATED TO COOK CHILDREN'S MEDICAL CENTER FOR THE UNCOMPENSATED CARE FUND AND OTHER SPECIFIC FIELDS OF INTEREST AS DESIGNATED ANNUALLY BY THE JEWEL CHARITY BALL BOARD OF DIRECTORS. JEWEL CHARITY BALL'S 2014 DONATION TO COOK CHILDREN'S MEDICAL CENTER WAS OVER $2.6 MILLION. 2697310 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 2 10 1 0 0 0 0 0 0 1 1 0 0 0 0 X 49 49 1 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X KAY REEVES 8177329333 5020 COLLINWOOD AVENUE SUITE 400 FORT WORTH TX 76107 X DEBBIE REYNOLDS PRESIDENT 40.00 X X 0 0 0 MARY ANNE POLSON PRESIDENT-ELECT/STRATEGIC 10.00 X X 0 0 0 LEZLIE MONTELEONE TREASURER 5.00 X X 0 0 0 PEGGY SIMS SECRETARY 5.00 X X 0 0 0 ANN HOUSE PARLIAMENTARIAN 5.00 X X 0 0 0 JAN SCULLY NOMINATING 5.00 X X 0 0 0 KELLEY ROYER MEMBERSHIP 5.00 X X 0 0 0 PAULA BROCKWAY ANGEL CHAIR 10.00 X X 0 0 0 LOUELLA MARTIN ANGEL CHAIR 10.00 X X 0 0 0 CINDY BARNARD LADIES' EVENT 2.00 X 0 0 0 SHANNON BAUMGARDNER JEWEL BOOK PRODUCTION 10.00 X 0 0 0 ALLISON BEADLES AUCTION 2.00 X 0 0 0 KIMBERLY BOYD CHANCE TICKETS 2.00 X 0 0 0 JANIS BROUS MEN'S EVENT 2.00 X 0 0 0 CHERYL CONATSER ARRANGEMENTS 2.00 X 0 0 0 WENDY DAVIS BALL 10.00 X 0 0 0 ANGELA DONAHUE ANNUAL MEETING 2.00 X 0 0 0 CAROL DUNAWAY MEMBER PARTY 2.00 X 0 0 0 MARY LYNN GARRETT JEWELER PARTY 2.00 X 0 0 0 WENDY GERRISH AUCTION ONLINE CATALOGUE 2.00 X 0 0 0 BETH GIDEON PUBLIC RELATIONS 2.00 X 0 0 0 ELLEN HAMES JEWEL BOOK SPONSOR PAGES 10.00 X 0 0 0 MICHELLE HANCOCK MEMBER PARTY 2.00 X 0 0 0 JANIE HARPER PUBLIC RELATIONS 2.00 X 0 0 0 JOY ANN HAVRAN PAST PRESIDENTS' EVENT 2.00 X 0 0 0 KRISTIN HENDERSON COOK CHILDREN'S CHARITY GOLF CLASSIC 2.00 X 0 0 0 TERESA HUBBARD MEN'S EVENT 2.00 X 0 0 0 HILLARY JENNINGS BALL 10.00 X 0 0 0 KIM JOHNSON CHANCE TICKETS 2.00 X 0 0 0 OLIVIA KEARNEY PAST PRESIDENT ADVISOR 2.00 X 0 0 0 PAMELA KRICK AUCTION 2.00 X 0 0 0 JANEEN LAMKIN COOK CHILDREN'S CHARITY GOLF CLASSIC 2.00 X 0 0 0 KRISTA MANNING AUCTION 2.00 X 0 0 0 THERESE MONCRIEF JEWEL CHARITY SPONSOR PAGES 10.00 X 0 0 0 ELISABETH MYERS AUCTION 2.00 X 0 0 0 CONNIE OSBORN CHANCE TICKETS ADVISOR 2.00 X 0 0 0 ANNE PAUP VOLUNTEERS 5.00 X 0 0 0 LAURA PETTIT CHANCE TICKETS 2.00 X 0 0 0 DANA PORTER LADIES' EVENT 2.00 X 0 0 0 LYNNY SANKARY CHANCE TICKETS TRAINER 2.00 X 0 0 0 MICHELLE SANKARY CHANCE TICKETS 2.00 X 0 0 0 JULIE SAWYER JEWEL BOOK PRODUCTION 10.00 X 0 0 0 TERRI SEXTON ARRANGEMENTS 2.00 X 0 0 0 SELMA SHERMAN CORRESPONDENCE 2.00 X 0 0 0 KAREN SIMON PAST PRESIDENT EVENT 2.00 X 0 0 0 KATHY SNEED PRIZES 5.00 X 0 0 0 OLETA THOMPSON JEWELER PARTY 2.00 X 0 0 0 PRISCILLA TURBEVILLE ANNUAL MEETING 2.00 X 0 0 0 LINDA VIGNESS MEMBERSHIP DIRECTORY 2.00 X 0 0 0 0 0 0 0 0 0 0 EVENTS BY BILL 3246 S RAVINIA ST DALLAS TX 75233 DESIGN AND BALL PRODUCTION 423178 TRINITY F&B SERVICES 1201 HOUSTON ST FORT WORTH TX 76102 CATERING FOR BALL 262324 2 420200 2704617 162635 190454 3287452 8717 8717 5802 0 5802 5802 5802 440699 2704617 965135 -524436 -524436 297135 154912 142223 142223 CALENDAR & CARD SALES 453000 200 200 200 2919958 142223 0 -509717 2697310 2697310 1427 1427 45671 13725 31946 14648 14648 925 925 1086 1086 OTHER ADMIN EXP REIMBUR -5233 -5233 2755834 2697310 26578 31946 2692031 2720848 16983 2086 0 14897 70942 177468 154089 169511 2917062 3082724 0 0 X 2690276 2807194 123801 172545 102985 102985 2917062 3082724 2917062 3082724 164124 1538 0 X X 0 1 X 1 0 X 3586757 3490676 3532162 3174284 3287452 17071331 3586757 3490676 3532162 3174284 3287452 17071331 17071331 18088 12424 18396 11193 8717 68818 779568 841948 817571 734099 738034 3911220 21051369 0.81090 0.81770 X 225031 113203 8744 346978 197760 10225 17046 225031 176653 5020 16087 197760 189025 50 3344 15766 176653 166778 800 22017 570 189025 0.37000 0.30000 0.33000 1 0 3488 45 3443 13495 2041 11454 14897 ALTERNATIVE INVESTMENTS 169511 F 169511 4682279 1538 704602 221926 928066 3754213 -834255 -834255 2919958 4504938 704602 3941608 4646210 -141272 2897106 2897106 2755834 PART V, LINE 4: THE JEWEL CHARITY BALL (THE BALL) ENDOWMENT WAS FORMED TO PROVIDE ADDITIONAL OPERATING FUNDS FOR THE BALL SHOULD MEMBERSHIP DUES FAIL TO COVER THE COSTS OF ADMINISTRATION AND CONDUCTING THE BALL. THIS IS DONE SO THAT MORE (OFTEN ALL) OF THE FUNDS RAISED BY MEMBERS OF THE BALL AND THE BALL'S SPECIAL EVENTS CAN BE USED TO SUPPORT COOK CHILDREN'S MEDICAL CENTER. PART XI, LINE 2D - OTHER ADJUSTMENTS: ACCRUED REVENUE AT 1/31/15 221,305. CASH RESTRICTED FOR ENDOWMENT 621. PART XI, LINE 4B - OTHER ADJUSTMENTS: ACCRUED REVENUE AT 1/31/14 COLLECTED IN FYE 2015 306,225. FUNDRAISING EXPENSES -965,135. GAMING EXPENSES -154,912. BOOK-TAX TIMING DIFFERENCE -20,433. PART XII, LINE 2D - OTHER ADJUSTMENTS: OTHER ACCRUED EXPENSES AT 1/31/15 2,801,128. FUNDRAISING EXPENSES 965,135. GAMING EXPENSES 154,912. BOOK-TAX TIMING DIFFERENCE 20,433. PART XII, LINE 4B - OTHER ADJUSTMENTS: ACCRUED EXPENSES AT 1/31/14 PAID IN FYE 2015 2,897,310. BOOK/TAX DEPRECIATION -204. JEWEL CHARITY BALL 2306097 2107539 198558 26397 262324 33000 480361 AUCTION 158351 45786 112565 25200 2196 5 680868 551292 129576 7493 128164 3145316 2704617 440699 32693 26397 262324 33000 610721 965135 -524436 297135 138020 16892 1 1.00000 297135 138020 16892 154912 142223 TX 0 THE STATE OF TEXAS DOES NOT REQUIRE AN EXEMPT ORGANIZATION TO HAVE A GAMING LICENSE FOR THE PURPOSES OF HOLDING A RAFFLE. 0 1 0 1.00000 KAY REEVES 5020 COLLINWOOD AVENUE SUITE 400 FORT WORTH TX 76107 0 KAY REEVES EMILY HARDMAN, LIZ FLEISCHER AND CONNIE OSBORN ARE THE CHANCE TICKET ACCOUNTABILITY CO-CHAIRS. THEY FOLLOW ALL ACCOUNTABILITY PROCEDUES SET FORTH IN JEWEL CHARITY BALL'S POLICY AND PROCEDURES HANDBOOK TO ENSURE AN ACCURATE ACCOUNTING OF CHANCE TICKETS AND CHANCE TICKET REVENUE FOR THE ANNUAL AUDIT. THEY ALSO INSTRUCT ALL TICKET SELLERS IN THEIR RESPONSIBILITIES AND ACCOUNTABILITY PROCEDURES. X 1 297135 1 COOK CHILDREN'S MEDICAL - FORT WORTH 801 SEVENTH AVENUE FORT WORTH TX 76104 752051646 501(C)(3) 2697310 UNCOMPENSATED CARE AND GENERAL SUPPORT 1 PART I, LINE 2: ALL GRANTS ARE GIVEN TO COOK CHILDREN'S MEDICAL - FORT WORTH FOR UNCOMPENSATED CARE AND GENERAL SUPPORT. COOK CHILDREN'S MEDICAL PROVIDES JEWEL CHARITY BALL WITH PERIODIC REPORTS REGARDING THE USE OF THE FUNDS. X 10515 RETAIL COST X 3 91570 RETAIL COST X 7 20071 RETAIL COST X JEWELRY 5 38400 RETAIL COST X GIFT CERTIFICATES 4 26000 RETAIL COST X TRAVEL & ENTERTAINMENT PACKAGES 4 3898 RETAIL COST 0 0 0 FORM 990, PART IV, LINE 2 SCHEDULE B, LIST OF CONTRIBUTORS: JEWEL CHARITY BALL IS A 501(C)(3) ORGANIZATION THAT MET THE 33 1/3% SUPPORT TEST UNDER SECTIONS 509(A)(1)/170(B)(1)(A)(VI). IT DID NOT RECEIVE ANY CONTRIBUTIONS OVER 2% OF THE AMOUNT ON FORM 990 PART VIII, LINE 1H ($65,749). THEREFORE, JEWEL CHARITY BALL IS NOT REQUIRED TO FILE SCHEDULE B. FORM 990, PART VI, SECTION A, LINE 2 CURRENT BOARD MEMBERS: LYNNY SANKARY AND MICHELLE SANKARY - FAMILY RELATIONSHIP OLETA THOMPSON AND MARY LYNN GARRETT - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 6 THERE ARE FOUR CLASSIFICATIONS OF MEMBERS: ACTIVE, NON-RESIDENT, LIFE, AND HONORARY. ACTIVE MEMBERS MAINTAIN THEIR PHYSICAL RESIDENCE WITHIN FIFTY MILES OF COOK CHILDREN'S MEDICAL CENTER SO AS TO ALLOW FOR ACTIVE PARTICIPATION IN JEWEL CHARITY BALL ACTIVITIES THROUGHOUT THE YEAR. NON-RESIDENT MEMBERS ARE THOSE ACTIVE MEMBERS WHOSE PHYSICAL RESIDENCE IS BEYOND A FIFTY MILE RADIUS OF COOK CHILDREN'S MEDICAL CENTER. LIFE MEMBERS ARE PREVIOUS ACTIVE MEMBERS IN GOOD STANDING WHO NO LONGER WISH TO ACCEPT THE OBLIGATIONS OF ACTIVE MEMBERSHIP, BUT WISH TO REMAIN INVOLVED WITH THE JEWEL CHARITY BALL. HONORARY MEMBERS ARE THOSE MEMBERS WHO HAVE BEEN PRESIDENT OF THE JEWEL CHARITY BALL. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE BOARD OF DIRECTORS AND COMMITTEE CHAIRS. FORM 990, PART VI, SECTION B, LINE 11 THE PRESIDENT REVIEWS FORM 990 BEFORE IT IS SIGNED AND FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST FORMS ARE SIGNED ANNUALLY BY THE BOARD OF DIRECTORS AND FILED IN THE JEWEL CHARITY OFFICES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST BY CONTACTING THE JEWEL CHARITY OFFICES. FORM 990, PART XII, LINE 2C FINANCIAL STATEMENTS AND REPORTING: JEWEL CHARITY BALL'S FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. FORM 990, SCHEDULE D, PART V, LINE 3A(I) ENDOWMENT FUNDS ADMINISTERED BY AN UNRELATED PARTY: JEWEL CHARITY BALL HAS PLACED ITS ENDOWMENT FUNDS WITH COOK CHILDREN'S MEDICAL CENTER TO BE ADMINISTERED AS A PART OF THE MEDICAL CENTER'S ENDOWMENT FUNDS. THIS KEEPS ADMINISTRATIVE AND INVESTMENT COSTS TO A MINIMUM. JEWEL CHARITY BALL CAN WITHDRAW FUNDS AT WILL SHOULD IT NEED TO.