COMMUNITY FOUNDATION OF WEST TEXAS: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF WEST TEXAS (EIN 75-1709180)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201403219349309785
- Schema version
- 2013v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T15:53:55-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 750882037 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOLINGER SEGARS GILBERT AND MOSS LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8215 NASHVILLE AVENUE | AddressLine1 |
| City | LUBBOCK | City |
| State | TX | State |
| ZIP Code | 79423 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751709180 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUBBOCK AREA FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUBB | BusinessNameControlTxt |
| Phone | 8067628061 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2509 80TH STREET | AddressLine1 |
| City | LUBBOCK | City |
| State | TX | State |
| ZIP Code | 79423 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHERYL CATES | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8067628061 | PhoneNum |
| Signature | 2014-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATT R WILLIS | PreparerPersonNm |
| PTIN | P00419741 | PTIN |
| Phone | 8067473806 | PhoneNum |
| Preparation | 2014-11-17 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SHERYL CATES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2509 80TH STREET | AddressLine1 |
| City | LUBBOCK | City |
| State | TX | State |
| ZIP Code | 79423 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,459,609 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LUBBOCKAREAFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | TO RECEIVE AND ACCEPT FUNDS AND PROPERTY TO BE ADMINISTERED EXCLUSIVELY FOR CHARITABLE PURPOSES PRIMARILY IN THE TEXAS SOUTH PLAINS AREA. TO ENHANCE PHILANTHROPY AND STRENGTHEN THE SENSE OF COMMUNITY IN THE REGION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 70 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,526,048 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,844,093 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,536 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,619 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,888,525 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,555,258 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$10,458 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,414,651 | PYTotalRevenueAmt |
| CY Total Revenue | $4,408,970 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $691,641 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,099,539 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $272,384 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $273,354 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $12,612 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $182,366 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $275,659 | PYOtherExpensesAmt |
| CY Other Expenses | $361,477 | CYOtherExpensesAmt |
| PY Total Expenses | $1,239,684 | PYTotalExpensesAmt |
| CY Total Expenses | $1,746,982 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,174,967 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,661,988 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,748,043 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,496,503 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,542,110 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,860,174 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $27,205,933 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $32,636,329 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO RECEIVE AND ACCEPT FUNDS AND PROPERTY TO BE ADMINISTERED EXCLUSIVELY FOR CHARITABLE PURPOSES PRIMARILY IN THE TEXAS SOUTH PLAINS AREA. TO ENHANCE PHILANTHROPY AND STRENGTHEN THE SENSE OF COMMUNITY IN THE REGION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,501,558 | ExpenseAmt |
| Grant | $1,099,539 | GrantAmt |
| Revenue | $7,469 | RevenueAmt |
| Desc | THE ORGANIZATION ATTRACTS AND MANAGES CHARITABLE ENDOWMENTS AND AWARDED GRANTS TO NON-PROFIT ORGANIZATIONS AND SCHOLARSHIPS TO 79 DIFFERENT STUDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,376 | ExpenseAmt |
| Revenue | $2,150 | RevenueAmt |
| Desc | THE ORGANIZATION MAINTAINS A FUNDING INFORMATION CENTER WHICH MAKES INFORMATION AND MATERIALS AVAILABLE TO THOSE PREPARING GRANT REQUESTS. THE ORGANIZATION ASSISTS IN INFORMING AREA GRANT SEEKERS ON HOW TO PREPARE A GRANT REQUEST. FINALLY, THE ORGANIZATION ADMINISTERS OTHER CHARITABLE PROGRAMS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,504,934 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHERYL CATES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8067628061 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2509 80TH STREET | AddressLine1 |
| City | LUBBOCK | City |
| State | TX | State |
| ZIP Code | 79423 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| LOUISE CUMMINS | ||||||
| PRESIDENT | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JIM PHILLIPS | ||||||
| PRESIDENT ELECT | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN TYE | ||||||
| SECRETARY/TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARTHA ANN MCDONALD | ||||||
| VP DONOR RELATIONS | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JEFF KLOTZMAN | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| JERRY KOLANDER | ||||||
| GRANTS COMMITTEE CHAIR | 1.50 | Yes (X) | $0 | $0 | $0 | |
| RODNEY CATES | ||||||
| PERSONNEL COMMITTEE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NITA KIESLING | ||||||
| BUILDING COMMITTEE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHAD GRANT | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| ROBERT KOLLMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM LOWELL | ||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |
| ELAINE MCNAIR | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| CARLOS MORALES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MACK OWEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NORVAL POLLARD | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DON RUSHING | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TED RUSHING | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| TIM SAMPSON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RAY THORNTON | ||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |
| DIANN WINDHAM | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRONSON BLODGETT | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| GREG PERKINS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LAURA VINSON | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| SHARON MARTIN | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| BARBARA GILLEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID QUINTANILLA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUZIE BAKER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHERYL CATES | ||||||
| EXECUTIVE DIRECTOR | 1.00 | Yes (X) | $90,000 | $0 | $11,400 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $90,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $11,400 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $48,654 | FundraisingAmt |
| All Other Contributions | $1,795,439 | AllOtherContributionsAmt |
| Total Contributions | $1,844,093 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MANAGEMENT FEES | 525990 | $7,469 | $7,469 |
| WORKSHOP INCOME | 611600 | $2,150 | $2,150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,619 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $617,120 | TotalRevenueColumnAmt |
| Exclusion | $617,120 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,841,887 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,903,749 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,938,138 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,938,138 | TotalRevenueColumnAmt |
| Exclusion | $1,938,138 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $146,890 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $48,654 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $146,890 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,408,970 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,619 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,555,258 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $973,931 | TotalAmt |
| Program Services | $973,931 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,608 | TotalAmt |
| Program Services | $125,608 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,400 | TotalAmt |
| Program Services | $60,840 | ProgramServicesAmt |
| Management And General | $10,140 | ManagementAndGeneralAmt |
| Fundraising | $30,420 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,258 | TotalAmt |
| Program Services | $53,736 | ProgramServicesAmt |
| Management And General | $13,345 | ManagementAndGeneralAmt |
| Fundraising | $58,177 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,469 | TotalAmt |
| Program Services | $8,006 | ProgramServicesAmt |
| Management And General | $1,943 | ManagementAndGeneralAmt |
| Fundraising | $7,520 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,526 | TotalAmt |
| Program Services | $5,377 | ProgramServicesAmt |
| Management And General | $1,127 | ManagementAndGeneralAmt |
| Fundraising | $4,022 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,701 | TotalAmt |
| Program Services | $9,478 | ProgramServicesAmt |
| Management And General | $1,952 | ManagementAndGeneralAmt |
| Fundraising | $7,271 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,920 | TotalAmt |
| Program Services | $9,968 | ProgramServicesAmt |
| Management And General | $4,984 | ManagementAndGeneralAmt |
| Fundraising | $9,968 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,612 | TotalAmt |
| Fundraising | $12,612 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,543 | TotalAmt |
| Program Services | $198,543 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,636 | TotalAmt |
| Program Services | $9,191 | ProgramServicesAmt |
| Management And General | $1,050 | ManagementAndGeneralAmt |
| Fundraising | $13,395 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,186 | TotalAmt |
| Program Services | $8,903 | ProgramServicesAmt |
| Management And General | $3,281 | ManagementAndGeneralAmt |
| Fundraising | $9,002 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,567 | TotalAmt |
| Program Services | $10,784 | ProgramServicesAmt |
| Management And General | $4,063 | ManagementAndGeneralAmt |
| Fundraising | $6,720 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,616 | TotalAmt |
| Program Services | $5,227 | ProgramServicesAmt |
| Management And General | $1,162 | ManagementAndGeneralAmt |
| Fundraising | $5,227 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,485 | TotalAmt |
| Program Services | $2,468 | ProgramServicesAmt |
| Management And General | $549 | ManagementAndGeneralAmt |
| Fundraising | $2,468 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,989 | TotalAmt |
| Program Services | $7,662 | ProgramServicesAmt |
| Management And General | $7,665 | ManagementAndGeneralAmt |
| Fundraising | $7,662 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,471 | TotalAmt |
| Program Services | $642 | ProgramServicesAmt |
| Management And General | $1,112 | ManagementAndGeneralAmt |
| Fundraising | $717 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,643 | TotalAmt |
| Program Services | $4,214 | ProgramServicesAmt |
| Management And General | $4,215 | ManagementAndGeneralAmt |
| Fundraising | $4,214 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,103 | TotalAmt |
| Program Services | $841 | ProgramServicesAmt |
| Management And General | $421 | ManagementAndGeneralAmt |
| Fundraising | $841 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LIBRARY EXPENSES | $3,376 | $3,376 | ||
| DUES & SUBSCRIPTIONS | $3,170 | $824 | $1,427 | $919 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,772 | TotalAmt |
| Program Services | $5,315 | ProgramServicesAmt |
| Management And General | $1,246 | ManagementAndGeneralAmt |
| Fundraising | $1,211 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,746,982 | TotalAmt |
| Program Services | $1,504,934 | ProgramServicesAmt |
| Management And General | $59,682 | ManagementAndGeneralAmt |
| Fundraising | $182,366 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,528,946 | BOYAmt |
| EOY | $3,152,787 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $105,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $249,188 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $59,046 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,566 | BOYAmt |
| EOY | $190,142 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,027,531 | BOYAmt |
| EOY | $31,048,574 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,748,043 | BOYAmt |
| EOY | $34,496,503 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $12,226 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $80,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,542,110 | BOYAmt |
| EOY | $1,767,948 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,542,110 | BOYAmt |
| EOY | $1,860,174 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,022,933 | BOYAmt |
| EOY | $32,499,329 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,000 | BOYAmt |
| EOY | $137,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,205,933 | BOYAmt |
| EOY | $32,636,329 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,748,043 | BOYAmt |
| EOY | $34,496,503 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,661,988 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,768,408 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 | $1,064,580 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,749,109 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,582,674 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,449,812 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,844,093 | CurrentTaxYearAmt |
| Total | $7,690,268 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,064,580 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,749,109 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,582,674 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,449,812 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,844,093 | CurrentTaxYearAmt |
| Total | $7,690,268 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,368,043 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,322,225 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $542,698 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $521,434 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $620,064 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $647,529 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $617,120 | CurrentTaxYearAmt |
| Total | $2,948,845 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,639,113 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $41,548 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.50030 | PublicSupportCY170Pct |
| Public Support PY170 | 0.42520 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 45 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 182 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $127,305 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $1,716,788 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $245,051 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $854,488 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $9,798,708 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $22,837,621 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,205,933 | BeginningYearBalanceAmt |
| Contributions | $2,000,602 | ContributionsAmt |
| Investment Earnings Or Losses | $5,323,666 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,099,537 | GrantsOrScholarshipsAmt |
| Other Expenditures | $734,653 | OtherExpendituresAmt |
| Administrative Expenses | $59,682 | AdministrativeExpensesAmt |
| End Year Balance | $32,636,329 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,589,544 | BeginningYearBalanceAmt |
| Contributions | $2,526,048 | ContributionsAmt |
| Investment Earnings Or Losses | $1,329,947 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $691,641 | GrantsOrScholarshipsAmt |
| Other Expenditures | $479,505 | OtherExpendituresAmt |
| Administrative Expenses | $68,460 | AdministrativeExpensesAmt |
| End Year Balance | $27,205,933 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,873,751 | BeginningYearBalanceAmt |
| Contributions | $1,604,911 | ContributionsAmt |
| Investment Earnings Or Losses | $491,682 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $820,937 | GrantsOrScholarshipsAmt |
| Other Expenditures | $485,980 | OtherExpendituresAmt |
| Administrative Expenses | $73,883 | AdministrativeExpensesAmt |
| End Year Balance | $24,589,544 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,352,910 | BeginningYearBalanceAmt |
| Contributions | $3,760,040 | ContributionsAmt |
| Investment Earnings Or Losses | $2,240,457 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $983,593 | GrantsOrScholarshipsAmt |
| Other Expenditures | $433,621 | OtherExpendituresAmt |
| Administrative Expenses | $62,442 | AdministrativeExpensesAmt |
| End Year Balance | $23,873,751 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,617,000 | BeginningYearBalanceAmt |
| Contributions | $1,073,923 | ContributionsAmt |
| Investment Earnings Or Losses | $2,542,042 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $441,743 | GrantsOrScholarshipsAmt |
| Other Expenditures | $380,742 | OtherExpendituresAmt |
| Administrative Expenses | $57,570 | AdministrativeExpensesAmt |
| End Year Balance | $19,352,910 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,954 | OtherCostOrOtherBasisAmt |
| Book Value | $12,954 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $202,238 | OtherCostOrOtherBasisAmt |
| Depreciation | $37,920 | DepreciationAmt |
| Book Value | $164,318 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,996 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,126 | DepreciationAmt |
| Book Value | $12,870 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $190,142 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,324,268 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,768,408 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $146,890 | OtherRevenueAmt |
| Revenue Not Reported | $2,915,298 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,408,970 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,408,970 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,893,872 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $146,890 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $146,890 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,746,982 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,746,982 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | AN AGENCY ENDOWMENT IS A TYPE OF DESIGNATED FUND ESTABLISHED BY A CHARITY AT LUBBOCK AREA FOUNDATION FOR THE CHARITY'S OWN BENEFIT OR THE BENEFIT OF A RELATED ENTITY. THAT IS, THE DONOR OR RESOURCE PROVIDER AND THE BENEFICIARY OR RECIPIENT IS THE SAME ENTITY. LUBBOCK AREA FOUNDATION HAS LEGAL OWNERSHIP OF FUNDS CONTRIBUTED TO AN AGENCY ENDOWMENT. AS SUCH, LUBBOCK AREA FOUNDATION'S BOARD HAS FIDUCIARY RESPONSIBILITY OVER THE FUNDS. AGENCY ENDOWMENTS ARE ONLY MAINTAINED FOR PUBLIC CHARITIES AND OR GOVERNMENTAL UNITS. |
| PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT FUNDS ARE ADMINISTERED EXCLUSIVELY FOR CHARITABLE PURPOSES WHICH ENHANCE PHILANTHROPY AND STRENGTHEN THE SENSE OF COMMUNITY WITHIN THE TEXAS SOUTH PLAINS AREA. |
| PART X, LINE 2: | LUBBOCK AREA FOUNDATION, INC. HAS ADOPTED THE "UNCERTAIN TAX POSITIONS" PROVISIONS OF ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. THE PRIMARY TAX POSITION OF THE CORPORATION IS ITS FILING STATUS AS A TAX EXEMPT ENTITY. THE CORPORATION DETERMINED THAT IT IS MORE LIKELY THAN NOT THAT THEIR TAX POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS), OR OTHER STATE TAXING AUTHORITIES. THE CORPORATION IS NO LONGER SUBJECT TO EXAMINATIONS BY FEDERAL TAXING AUTHORITIES FOR YEARS BEFORE 2010. THE FOUNDATION RECOGNIZES INTEREST ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. THERE WERE NO PENALTIES OR INTEREST RECOGNIZED DURING THE YEAR ENDED DECEMBER 31, 2013. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES REPORTED ON PART VIII LINE 8B 146,890. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES REPORTED ON PART VIII LINE 8B 146,890. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | HEROES LUNCHEON | NameOfEvent1Amt |
| Gross Receipts Event1 | $195,544 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $48,654 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $146,890 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $21,882 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $3,293 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $121,715 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $195,544 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $48,654 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $146,890 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $21,882 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $3,293 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $121,715 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $146,890 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (54 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| FRIENDS OF THE LUBBOCK PUBLIC LIBRARY | |||||||
| 1306 9TH STREET | LUBBOCK | TX | 79410 | 756063293 | 501(C)(3) | $19,789 | GENERAL OPERATING SUPPORT AND BLACK HISTORY MONTH PRESENTATION FOR PATTERSON LIBRARY. |
| THE LOUISE HOPKINS UNDERWOOD CENTER FOR THE ARTS | |||||||
| 511 AVE K | LUBBOCK | TX | 79401 | 752732616 | 501(C)(3) | $13,774 | FUNDING FOR COMMUNITY PROGRAMS AND SERVICES. |
| LUBBOCK SYMPHONY ORCHESTRA | |||||||
| 601 AVE K | LUBBOCK | TX | 79401 | 756001993 | 501(C)(3) | $11,417 | INSPIRING INTERNS, CHAMBER ENSEMBLE OUTREACH AND PERFORMANCE SERIES PROGRAM, LUBBOCK YOUTH SYMPHONY ORCHESTRA, AND GENERAL OPERATING SUPPORT. |
| WOMEN'S PROTECTIVE SERVICES | |||||||
| PO BOX 54089 | LUBBOCK | TX | 79453 | 751633066 | 501(C)(3) | $22,603 | GENERAL OPERATING SUPPORT AND EMERGENCY FUNDS. |
| HUMANE SOCIETY OF WEST TEXAS | |||||||
| 3112 21ST STREET | LUBBOCK | TX | 79424 | 752534120 | 501(C)(3) | $12,300 | TO ENSURE THE BEST POSSIBLE QUALITY OF LIFE FOR ANIMALS. |
| PLAINVIEW COMMUNITY CONCERT ASSOCIATION | |||||||
| PO BOX 1512 | PLAINVIEW | TX | 790731512 | 751904485 | 501(C)(3) | $15,000 | FUNDING FOR COMMUNITY CONCERT. |
| RACE TRACK CHAPLAINCY RUIDOSO DOWNS | |||||||
| PO BOX 449 | RUIDOSO DOWNS | NM | 88346 | 237181877 | 501(C)(3) | $5,000 | GENERAL OPERATING SUPPORT. |
| BACKYARD MISSION | |||||||
| 8205 QUINCY AVE | LUBBOCK | TX | 79424 | 800378620 | 501(C)(3) | $5,000 | TO ASSIST THE ORGANNIZATION WITH THEIR MISSION OF PROVIDING FREE HOME REPAIRS TO NEEDY FAMILIES IN THE LUBBOCK COMMUNITY. |
| UMC FOUNDATION | |||||||
| PO BOX 5980 | LUBBOCK | TX | 79408 | 751639312 | 501(C)(3) | $16,779 | CHILDREN'S MIRACLE NETWORK; KIDNEY TRANSPLANT FUND AND GENERAL SUPPORT. |
| BALLET LUBBOCK | |||||||
| 5702 GENOA AVE | LUBBOCK | TX | 79424 | 510163294 | 501(C)(3) | $5,000 | TO PROMOTE THE BALLET AND FINE ARTS. |
| CATHOLIC FOUNDATION OF THE DIOCESE OF LUBBOCK | |||||||
| 4620 4TH ST | LUBBOCK | TX | 79424 | 752773524 | 501(C)(3) | $6,720 | TO PROMOTE THE MISSION OF THE CATHOLIC CHURCH. |
| CHILDREN'S ADVOCACY CENTER OF THE SOUTH PLAINS | |||||||
| 720 TEXAS AVE | LUBBOCK | TX | 79401 | 752660920 | 501(C)(3) | $7,992 | TO ASSIST CHILDREN IN THE COURT SYSTEM WHO HAVE EXPERIENCED PHYSICAL OR SEXUAL ABUSE. |
| HOSPICE OF LUBBOCK | |||||||
| PO BOX 16800 | LUBBOCK | TX | 79490 | 752133781 | 501(C)(3) | $7,204 | TO PROVIDE CARE AND COMFORT FOR THE TERMINALLY ILL. |
| LUBBOCK AREA UNITED WAY | |||||||
| 1655 MAIN ST | LUBBOCK | TX | 79401 | 750961812 | 501(C)(3) | $17,196 | TO PROMOTE PEOPLE EMPOWERING PEOPLE. |
| LUBBOCK MEALS ON WHEELS | |||||||
| 2304 34TH ST | LUBBOCK | TX | 79411 | 751333736 | 501(C)(3) | $9,947 | TO PROVIDE MEALS FOR INDIVIDUALS WHO ARE DISABLED OR HOMEBOUND. |
| SOUTH PLAINS FOOD BANK | |||||||
| 4612 LOCUST AVE | LUBBOCK | TX | 79404 | 751904829 | 501(C)(3) | $14,258 | TO ALLEVIATE HUNGER AND GIVE HOPE TO THE HUNGRY. |
| YOUTH ORCHESTRAS OF LUBBOCK | |||||||
| 4410 14TH STREET | LUBBOCK | TX | 79416 | 273569833 | 501(C)(3) | $15,968 | TO PROVIDE AN EXCEPTIONAL MUSIC EDUCATION EXPERIENCE. |
| EARLY LEARNING CENTERS OF LUBBOCK INC | |||||||
| 1639 MAIN STREET | LUBBOCK | TX | 79401 | 750940023 | 501(C)(3) | $5,110 | TEMPORARY FEE ASSISTANCE FOR PRE-K FAMILIES EXPERIENCING HARDSHIPS. |
| LAKERIDGE UNITED METHODIST CHURCH | |||||||
| 4701 82ND STREET | LUBBOCK | TX | 79424 | 751636559 | 501(C)(3) | $10,000 | GENERAL OPERATING SUPPORT. |
| LUBBOCK ARTS ALLIANCE | |||||||
| 511 AVE K | LUBBOCK | TX | 79401 | 237015858 | 501(C)(3) | $12,000 | TO FOSTER THE CREATION, UNDERSTANDING AND ENJOYMENT OF ARTS IN LUBBOCK. |
| MARCH OF DIMES | |||||||
| 2801 26TH ST STE 300 | LUBBOCK | TX | 79410 | 131846366 | 501(C)(3) | $9,000 | WORKING TOGETHER FOR STRONGER HEALTHIER BABIES. |
| MORRIS SAFE HOUSE FOUNDATION | |||||||
| 3240 NIGHTINGALE RD | LUBBOCK | TX | 79407 | 262804005 | 501(C)(3) | $6,821 | TO PROVIDE ADEQUATE PROTECTION AND CARE TO SMALL ANIMALS UNTIL THEY CAN BE ADOPTED. |
| PARENTING COTTAGE INC | |||||||
| 3818 50TH ST | LUBBOCK | TX | 79413 | 751806027 | 501(C)(3) | $5,500 | TO PROVIDE HOPE, EDUCATION, RESOURCES AND ENCOURAGMENT TO FAMILIES WITH CHILDREN AGES 0-5. |
| POST ANIMAL REFUGE CENTER | |||||||
| PO BOX 13 | POST | TX | 79356 | 271920764 | 501(C)(3) | $7,821 | TO PROVIDE RESCUE, CARE AND ADOPTION SERVICES OF ANIMALS. |
| REFUGE SERVICES INC | |||||||
| PO BOX 53684 | LUBBOCK | TX | 79453 | 752827710 | 501(C)(3) | $6,500 | TO ENHANCE PHYSICAL, MENTAL, AND SPIRITUAL FUNCTIONING OF INDIVIDUALS AND FAMILIES. |
| (no name) | |||||||
| TO PROVIDE TEMPORARY LODGING FOR FAMILIES WITH CRITICALLY ILL CHILDREN. | |||||||
| SALVATION ARMY | |||||||
| 1111 16TH STREET | LUBBOCK | TX | 79401 | 132923701 | 501(C)(3) | $9,270 | TO FEED, CLOTHE, COMFORT AND CARE. |
| (no name) | |||||||
| TO CONNECT, EMPOWER AND TRANSFORM THE COMMUNITY THROUGH VOLUNTEERISM. | |||||||
| ALDERSGATE UNITED METHODIST CHURCH | |||||||
| 10306 INDIANA AVE | LUBBOCK | TX | 79423 | 752068414 | 501(C)(3) | $25,000 | LITTLE PENCIL PROJECT |
| ALL SAINTS EPISCOPAL SCHOOL OF LUBBOCK | |||||||
| 3222 103RD STREET | LUBBOCK | TX | 79423 | 752166880 | 501(C)(3) | $6,716 | GENERAL SUPPORT FOR THE SCHOOL. |
| BALLET FOLKLORICO ATZLAN DE LUBBOCK | |||||||
| 6134 39TH STREET | LUBBOCK | TX | 79407 | 752714398 | 501(C)(3) | $5,500 | VIVAN AZTLAN FESTIVAL AND PANCHO CLAUS |
| BUCKNER CHILDREN AND FAMILY SERVICE INC | |||||||
| 600 N PEARL STREET | DALLAS | TX | 75201 | 752571395 | 501(C)(3) | $5,222 | ORPHANAGE TO CARE FOR UNDERPRIVILEGED, DESTITUTE, NEGLECTED AND NEEDY CHILDREN. |
| CIVIC LUBBOCK INC | |||||||
| 1501 MACK DAVIS LANE | LUBBOCK | TX | 79401 | 751107227 | 501(C)(3) | $5,000 | TO PROMOTE THE ARTS BY BRINGING MUSICAL AND OTHER ARTISTS TO LUBBOCK. |
| FRENSHIP INDEPENDENT SCHOOL DISTRICT | |||||||
| PO BOX 100 | WOLFFORTH | TX | 79382 | 751363904 | 501(C)(3) | $41,757 | INFUSING THE 4 C'S. A PLAN TO DEEPLY ENGAGE STUDENTS IN LEARNING |
| JUNIOR LEAGUE OF LUBBOCK | |||||||
| 4205 84TH STREET | LUBBOCK | TX | 79423 | 751181735 | 501(C)(3) | $8,200 | TO SUPPORT THE WOMEN OF THE JUNIOR LEAGUE WHO ARE COMMITTED TO VOLUNTEERISM AND IMPROVING THE COMMUNITY OF LUBBOCK. |
| LUBBOCK CHILDREN'S HEALTH CLINIC | |||||||
| PO BOX 12103 | LUBBOCK | TX | 79452 | 750968315 | 501(C)(3) | $5,000 | TO PROVIDE PRIMARY MEDICAL CARE TO UNDERPRIVILEGED CHILDREN. |
| LUBBOCK CHRISTIAN SCHOOLS | |||||||
| 2604 DOVER AVE | LUBBOCK | TX | 79407 | 264232425 | 501(C)(3) | $5,000 | TO PROVIDE A QUALITY ENVIRONMENT FOR STUDENTS TO GROW IN WISDOM AND STATURE AND IN FAVOR WITH GOD AND MAN. |
| LUBBOCK MOONLIGHT MUSICALS | |||||||
| PO BOX 93522 | LUBBOCK | TX | 79493 | 203575558 | 501(C)(3) | $10,000 | TO PROMOTE FINE ARTS. |
| MFHL CORPORATION DBA MY FATHER'S HOUSE LUBBOCK | |||||||
| 1510 S LOOP 289 | LUBBOCK | TX | 79412 | 752914146 | 501(C)(3) | $5,574 | TO STRENGTHEN FAMILIES, INCREASE EDUCATION, TEACH PARENTING SKILLS AND SELF SUFFICIENCY. |
| MY SPECIAL PLACE | |||||||
| 111 N AVE H | POST | TX | 79356 | 752254261 | 501(C)(3) | $5,000 | TO PROVIDE CHILDCARE. |
| PHI BETA KAPPA | |||||||
| 1600 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20009 | 752585121 | 501(C)(7) | $5,684 | HIGH SCHOOL EXCELLENCE AWARD AND GENERAL SUPPORT. |
| ROOTS MUSIC INSTITUTE | |||||||
| 2604 25TH STREET | LUBBOCK | TX | 79410 | 275153912 | 501(C)(3) | $5,000 | TO PROMOTE DANCE AND FINE ARTS. |
| SCIENCE SPECTRUM | |||||||
| 2579 S LOOP 289 | LUBBOCK | TX | 79423 | 752184555 | 501(C)(3) | $5,709 | TO PROMOTE SCIENCE AND TECHNOLOGY. |
| SHARP ACADEMY | |||||||
| 4415 66TH STREET | LUBBOCK | TX | 79414 | 270925239 | 501(C)(3) | $5,000 | TO PROMOTE EDUCATION FOR STUDENTS WHO LEARN DIFFERENTLY. |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| PO BOX 31356 | TAMPA | FL | 33631 | 362193608 | 501(C)(3) | $8,449 | TO PROVIDE PEDIATRIC SPECIALTY CARE WITHOUT FINANCIAL OBLIGATION TO PATIENTS OR THEIR FAMILIES. |
| SICK CHILDREN'S CLINIC | |||||||
| PO BOX 93056 | LUBBOCK | TX | 79493 | 752209353 | 501(C)(3) | $5,339 | TO PROVIDE HEALTH CARE TO CHILDREN. |
| THE SUSAN G KOMEN BREAST CANCER FOUNDATION | |||||||
| 5005 LBJ FREEWAY | DALLAS | TX | 75244 | 752462834 | 501(C)(3) | $8,000 | TO FIND A CURE FOR BREAST CANCER. |
| TEXAS BOYS RANCH | |||||||
| PO BOX 5665 | LUBBOCK | TX | 79408 | 237292527 | 501(C)(3) | $5,000 | HELPING YOUNG BOYS TRANSFORM THEIR LIVES. |
| TEXAS SCOTTISH RITE HOSPITAL FOR CRIPPLED CHILDREN | |||||||
| 2222 WELBORN STREET | DALLAS | TX | 75219 | 750818178 | 501(C)(3) | $7,534 | PEDIATRIC CARE SPECIALIZING IN THE TREATMENT OF ORTHOPEDIC CONDITIONS, RELATED NEUROLOGICAL DISORDERS AND LEARNING DISORDERS. |
| TEXAS TECH UNIVERSITY HEALTH SCIENCES CENTER | |||||||
| 3601 4TH STREET | LUBBOCK | TX | 79430 | 752668014 | 501(C)(3) | $17,619 | TO SUPPORT MEDICAL RESEARCH AND MEDICAL STUDENTS. |
| THE BRIDGE OF LUBBOCK | |||||||
| PO BOX 667 | LUBBOCK | TX | 79408 | 752968710 | 501(C)(3) | $5,617 | TO PROVIDE AFTER SCHOOL MENTORING PROGRAMS, SUMMER DAY CAMPS AND TUTORING. |
| TRINITY CHRISTIAN SCHOOLS FOUNDATION | |||||||
| 6701 UNIVERSITY AVE | LUBBOCK | TX | 79413 | 262981264 | 501(C)(3) | $5,431 | TO PROMOTE A CHRISTIAN EDUCATION. |
| TEXAS TECH UNIVERSITY BURKHART CENTER FOR AUTISM EDUCATION AND RESEARCH | |||||||
| BOX 41071 | LUBBOCK | TX | 79409 | 756002622 | 501(C)(3) | $16,667 | TO SUPPORT AUTISM RESEARCH AND EDUCATION. |
| UNIVERSITY MEDICAL CENTER | |||||||
| PO BOX 5980 | LUBBOCK | TX | 79415 | 751301362 | 501(C)(3) | $27,500 | TO PROVIDE MEDICAL CARE. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 52 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS FOR HIGHER EDUCATION. SPECIFICALLY SCHOLARSHIPS FOR ATTENDING JUNIOR COLLEGES OR UNIVERSITIES. | GrantTypeTxt |
| Recipient | 77 | RecipientCnt |
| Cash Grant | $125,608 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE LUBBOCK AREA FOUNDATION MAKES GRANTS TO NON-PROFIT ORGANIZATIONS CAPABLE OF PROVIDING SERVICES FOR AREA RESIDENTS. IN THE CASE OF DONOR-ADVISED FUND RECOMMENDATIONS, GRANTS CAN ALSO BE MADE FOR CHARITABLE PURPOSES OUTSIDE OF THE LUBBOCK AREA. THE FOUNDATION WILL REVIEW THE CREDENTIALS OF ALL NON-PROFIT ORGANIZATIONS SEEKING GRANTS. THIS REVIEW WILL INCLUDE VERIFICATION OF IRS RULING AND PROGRAM EVALUATIONS THAT DETAIL THE USE OF FUNDS GRANTED. THE FOUNDATION IS OBLIGATED TO WITHHOLD OR RECALL GRANTS TO ORGANIZATIONS THAT CANNOT OR ARE UNWILLING TO PROVIDE APPROPRIATE DOCUMENTATION AND REPORTS THAT ENSURE APPROPRIATE USE OF FUNDS. ADDITIONAL CRITERIA FOR EVALUATION OF REQUESTS FOR FUNDING FROM THE FOUNDATION'S UNRESTRICTED FUNDS MAY INCLUDE THE FOLLOWING: 1. SCREENING FOR ELIGIBILITY: HAS THE ORGANIZATION PROVIDED BASIC DOCUMENTATION, INCLUDING IRS DETERMINATION LETTER AND FINANCIAL STATEMENTS? IS THERE A CLEAR AND CONCISE PROPOSAL? DOES THE REQUEST MEET THE LEGAL REQUIREMENTS AND THE INTEREST AREAS OF THE LUBBOCK AREA FOUNDATION? 2. ORGANIZATION STRENGTH: IS THIS A CREDIBLE ORGANIZATION? WHAT IS ITS MISSION? WHAT IS ITS PROFESSIONAL STANDING WITHIN ITS COMMUNITY? WHAT IS ITS TRACK RECORD? WHO IS SERVED AND ARE THERE SIMILAR PROGRAMS IN THE SAME GEOGRAPHICAL AREA? IS THERE EVIDENCE OF COMMUNITY SUPPORT? 3. PEOPLE: DO KEY PERSONNEL HAVE THE NECESSARY EXPERTISE TO UNDERTAKE THE PROPOSED PROGRAM AND CAPABILITY TO REACH THE OBJECTIVES? IS THE MANAGEMENT WELL-ORGANIZED? DOES THE BOARD COMPOSITION REFLECT AN APPROPRIATE DIVERSITY OF SKILLS AND BACKGROUNDS? 4. FINANCIAL CONDITION: HOW DOES THE AGENCY MEET DAY-TO-DAY OPERATIONS? IS THERE A BROAD BASE OF SUPPORT? IF THERE IS AN OPERATIONAL DEFICIT, HOW DOES THE AGENCY INTEND TO MEET THE DEFICIT? DOES THE PROGRAM HAVE A CREDIBLE BUDGET? 5. IDENTIFIED NEED TO BE ADDRESSED: HAS AN IMPORTANT PROBLEM OF WORKABLE DIMENSIONS BEEN PRESENTED AND DATA BEEN GIVEN TO SUBSTANTIATE THE PROBLEM? 6. PROGRAM OBJECTIVES: WHAT WILL BE ACCOMPLISHED WITH THE PROPOSED FUNDING? ARE THE OBJECTIVES REALISTIC AND MEASURABLE? DO THEY RELATE TO THE STATED PROBLEM OR NEED? IF THIS IS A NEW ACTIVITY OR APPROACH, WHAT HAS BEEN LEARNED FROM RESEARCH OR A SIMILAR PROGRAM? 7. METHODS: ARE THE PLANS SUFFICIENTLY DETAILED? IS THERE EVIDENCE GIVEN THAT SUPPORT THE PROPOSED RESULTS? IS THE TIMETABLE FOR IMPLEMENTATION REALISTIC? 8. EVALUATION: IS THERE A PROCEDURE DESIGNED TO MEASURE ACCOMPLISHMENTS OR OBJECTIVES? 9. FUTURE/OTHER FUNDING: WHAT OTHER FUNDING SOURCES HAVE BEEN IDENTIFIED? IF THE PROGRAM IS TO BE CONTINUED BEYOND THE GRANT PERIOD, IS A VERIFIABLE PLAN PRESENTED FOR FUTURE FINANCIAL SUPPORT? IF THE DUE DILIGENCE INVESTIGATION DETERMINES THAT THE PROSPECTIVE GRANTEE QUALIFIES FOR A GRANT DISTRIBUTION, THE PROPOSAL WILL BE PRESENTED TO THE GRANTS COMMITTEE FOR CONSIDERATION. IF THE DUE DILIGENCE INVESTIGATION DETERMINES THAT THE PROSPECTIVE GRANTEE DOES NOT QUALIFY FOR A GRANT DISTRIBUTION, THE FOUNDATION WILL INFORM THE PROSPECTIVE GRANTEE, AND IF APPLICABLE, THE FUND ADVISOR WHO RECOMMENDED THE GRANT, OF THIS DECISION AND THE APPLICATION/RECOMMENDATION SHALL BE CONSIDERED REJECTED. PROPOSALS ARE PRESENTED BY THE FOUNDATION STAFF TO THE GRANTS COMMITTEE. GRANTS COMMITTEE RECOMMENDATIONS ARE THEN PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL. STAFF AND THE GRANTS COMMITTEE MEMBERS WILL ANNUALLY REVIEW FUND AGREEMENTS THAT CLEARLY DESCRIBE DONOR INTENT AND THE PURPOSE FOR WHICH THE FUND WAS ESTABLISHED. STAFF AND GRANTS COMMITTEE MEMBERS WILL DISCUSS SUITABLE GRANTEES FOR DONOR ADVISED, FIELD-OF-INTEREST AND UNRESTRICTED FUNDS AT EACH GRANTS COMMITTEE MEETING. DONORS WILL BE ENCOURAGED TO REVIEW AGREEMENTS WITH THEIR PERSONAL ADVISORS. DONORS WILL ALSO BE ORIENTED TO FOUNDATION ADMINISTRATIVE FEES AND PROCEDURES FOR RECOMMENDING GRANTS, AND THEY WILL RECEIVE SEMI-ANNUAL REPORTS THAT DETAIL FUND ACTIVITY. FUND ADVISORS SHOULD EXPECT REGULAR COMMUNICATION FROM THE FOUNDATION, INCLUDING INFORMATION ON UNMET COMMUNITY NEEDS THAT COULD POSSIBLY BE SUPPORTED THROUGH THEIR FUNDS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | DIRECTORS DON AND TED RUSHING HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY WILL BE PRESENTED TO THE BOARD FOR DISCUSSION, REVIEW AND APPROVAL PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS AND STAFF ARE REQUIRED TO COMPLETE AND RETURN A STATEMENT EACH YEAR STATING THAT THEY HAVE READ THE CONFLICT OF INTEREST POLICY AND AGREE TO ABIDE BY ITS TERMS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FOR VIEWING AT THE ORGANIZATION'S OFFICE. |
| FORM 990, PART XII, LINE 2C | THE BOARD AS A WHOLE IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTING THE INDEPENDENT FINANCIAL STATEMENT AUDITOR. |
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