BETA

BOOK INDUSTRY CHARITABLE FOUNDATION: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
BOOK INDUSTRY CHARITABLE FOUNDATION (EIN 38-3279018)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-03-17
IRS object ID
201410789349300001
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

FieldValueIRS element (for citing)
Return2014-03-17T08:05:34-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN381357951PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PLANTE & MORAN PLLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 E COURT ST SUITE 1AAddressLine1
CityFLINTCity
StateMIState
ZIP Code485021649ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383279018EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BOOK INDUSTRY CHARITABLE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlBOOKBusinessNameControlTxt
Phone7344774789PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1713 W ELLSWORTH ROAD SUITE AAddressLine1
CityANN ARBORCity
StateMIState
ZIP Code48108ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID ALTHOENPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7344774789PhoneNum
Signature2014-03-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTADD A HARBURNPreparerPersonNm
PTINP00099166PTIN
Phone8107675350PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1BORDERS GROUP FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Principal OfficerGEORGE MRKONICPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1713 W ELLSWORTH ROAD SUITE AAddressLine1
CityANN ARBORCity
StateMIState
ZIP Code48108ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$74,423GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BINCFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1996FormationYr
Legal Domicile StateMILegalDomicileStateCd
Activity Or MissionTHE CENTERPIECE PROGRAM PROVIDES SHORT-TERM FINANCIAL ASSISTANCE TO BOOK INDUSTRY EMPLOYEES, INCLUDING BOOKSTORE OWNERS/OPERATORS, BOOKSELLERS, BOOK BUYERS AND FORMER BORDERS EMPLOYEES AND THEIR IMMEDIATE FAMILIES WHO HAVE DEMONSTRATED FINANCIAL NEED ARISING FROM SEVERE HARDSHIP AND/OR EMERGENCY CICUMSTANCES, INCLUDING BUT NOT LIMITED TO, DISASTER RELIEF, DOMESTIC VIOLENCE, SERIOUS MEDICAL CONDITION, OR LOSS OF HOUSEHOLD INCOME SUCH AS DIVORSE OR SEPARATION, DEATH OF AN EMPLOYEE OR IMMEDIATE FAMILY MEMBER. ADDITIONALLY, THE BOOK INDUSTRY CHARITABLE FOUNDATION MADE AVAILABLE OTHER TOOLS TO HELP AFFECTED EMPLOYEES DEAL WITH ONGOING FINANCIAL CHALLENGES. THESE TOOLS INCLUDE HEALTH CARE RESOURCE DIRECTORIES, BUDGET PLANNING GUIDES AND FINANCIAL MANGEMENT TOOLS.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Volunteers60TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$18,325PYContributionsGrantsAmt
CY Contributions Grants$21,021CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$44,770PYInvestmentIncomeAmt
CY Investment Income$39,337CYInvestmentIncomeAmt
PY Other Revenue$7,202PYOtherRevenueAmt
CY Other Revenue$12,773CYOtherRevenueAmt
PY Total Revenue$70,297PYTotalRevenueAmt
CY Total Revenue$73,131CYTotalRevenueAmt
PY Grants And Similar Paid$160,691PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$145,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$202,919PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$198,184CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$39,503CYTotalFundraisingExpenseAmt
PY Other Expenses$92,315PYOtherExpensesAmt
CY Other Expenses$91,051CYOtherExpensesAmt
PY Total Expenses$455,925PYTotalExpensesAmt
CY Total Expenses$434,235CYTotalExpensesAmt
PY Revenues Less Expenses-$385,628PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$361,104CYRevenuesLessExpensesAmt
Total Assets BOY$3,789,968TotalAssetsBOYAmt
Total Assets EOY$3,479,953TotalAssetsEOYAmt
Total Liabilities BOY$7,713TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,936TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,782,255NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,471,017NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO STRENGTHEN THE BOOKSELLING COMMUNITY THROUGH CHARITABLE PROGRAMS THAT SUPPORT EMPLOYEES AND THEIR FAMILIES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant ChangeYes (1)SignificantChangeInd
Expense$89,351ExpenseAmt
Grant$45,000GrantAmt
DescFINANCIAL ASSISTANCE PROGRAM - PROVIDES ASSISTANCE TO EMPLOYEES AND FORMER EMPLOYEES. THIS CENTERPIECE PROGRAM PROVIDES SHORT-TERM FINANCIAL ASSISTANCE TO EMPLOYEES AND FORMER BORDERS EMPLOYEES AND THEIR IMMEDIATE FAMILIES WHO HAVE DEMONSTRATED FINANCIAL NEED ARISING FROM SEVERE HARDSHIP AND/OR EMERGENCY CIRCUMSTANCES, INCLUDING BUT NOT LIMITED TO, DISASTER RELIEF, SERIOUS MEDICAL CONDITION, LOSS OF HOUSEHOLD INCOME DUE TO DEATH OF EMPLOYEE OR IMMEDIATE FAMILY MEMBER, DIVORCE OR SEPARATION OR PARTNER'S/SPOUSE'S JOB LOSS. ADDITIONALLY, THE BOOK INDUSTRY CHARITABLE FOUNDATION MADE AVAILABLE OTHER TOOLS TO HELP AFFECTED EMPLOYEES DEAL WITH ONGOING FINANCIAL CHALLENGES. THESE TOOLS INCLUDE RESOURCE DIRECTORIES, BUDGET PLANNING GUIDES AND FINANCIAL MANAGEMENT TOOLS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$210,157ExpenseAmt
Grant$100,000GrantAmt
DescEMPLOYEE SCHOLARSHIPS: A MERIT AND NEEDS BASED SCHOLARSHIP PROGRAM TO ASSIST FORMER BORDERS EMPLOYEES AND THE DEPENDENTS OF EMPLOYEES WITH THE COSTS OF HIGHER EDUCATION, INCLUDING UNDERGRADUATE, GRADUATE, VOCATIONAL, AND TECHNICAL STUDIES.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$299,508TotalProgramServiceExpensesAmt
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 CounselingYes (1)CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
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 Contri0DeductibleNonCashContriInd
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 ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
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 Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
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 BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVID ALTHOENBusinessNameLine1
FieldValueIRS element (for citing)
Phone7344774789PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1713 W ELLSWORTH ROAD SUITE AAddressLine1
CityANN ARBORCity
StateMIState
ZIP Code48108ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
LISA SMOLA-HOLLO
DIRECTOR, PRESIDENT1.00Yes (X)Yes (X)$0$0$0
MEGHAN HOLMES
DIRECTOR, VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
AMY SAMPLE
DIRECTOR, SECRETARY1.00Yes (X)Yes (X)$0$0$0
BRAD SHUGART
DIRECTOR, TREASURER1.00Yes (X)Yes (X)$0$0$0
GEORGE MRKONIC
DIRECTOR, CHAIRMAN1.00Yes (X)Yes (X)$0$0$0
JOANNA CLINE
DIRECTOR0.50Yes (X)$0$0$0
CHRISTIE ROEHL
DIRECTOR0.50Yes (X)$0$0$0
ANNE KUBEK
DIRECTOR0.50Yes (X)$0$0$0
LORI TUCKER-SULLIVAN
DIRECTOR0.50Yes (X)$0$0$0
SEPTEMBER WYNNE
DIRECTOR0.50Yes (X)$0$0$0
RIANAN OZAETA
DIRECTOR0.50Yes (X)$0$0$0
JENNIFER SOBOCINSKI
DIRECTOR0.50Yes (X)$0$0$0
DAVID ALTHOEN
DIRECTOR0.50Yes (X)$0$0$0
MATTHEW GILDEA
DIRECTOR0.50Yes (X)$0$0$0
MATT NORCROSS
DIRECTOR0.50Yes (X)$0$0$0
PAMELA FRENCH
EXECUTIVE DIRECTOR40.00Yes (X)$93,448$0$7,836
FieldValueIRS element (for citing)
Total Reportable Comp From Org$93,448TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$7,836TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$8,851FundraisingAmt
All Other Contributions$12,170AllOtherContributionsAmt
Total Contributions$21,021TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$39,337TotalRevenueColumnAmt
Exclusion$39,337ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$14,065FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$8,851ContriRptFundraisingEventAmt
Fundraising Direct Expenses$1,292FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,773TotalRevenueColumnAmt
Exclusion$12,773ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$73,131TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$52,110ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$145,000TotalAmt
Program Services$145,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$102,453TotalAmt
Program Services$66,594ProgramServicesAmt
Management And General$20,491ManagementAndGeneralAmt
Fundraising$15,368FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$70,495TotalAmt
Program Services$42,407ProgramServicesAmt
Management And General$24,400ManagementAndGeneralAmt
Fundraising$3,688FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$10,588TotalAmt
Program Services$6,578ProgramServicesAmt
Management And General$3,039ManagementAndGeneralAmt
Fundraising$971FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$14,648TotalAmt
Program Services$9,224ProgramServicesAmt
Management And General$3,825ManagementAndGeneralAmt
Fundraising$1,599FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,316TotalAmt
Management And General$1,316ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$16,735TotalAmt
Management And General$16,735ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$4,607TotalAmt
Management And General$4,607ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,866TotalAmt
Management And General$3,866ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$520TotalAmt
Management And General$520ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$16,588TotalAmt
Program Services$7,500ProgramServicesAmt
Management And General$6,780ManagementAndGeneralAmt
Fundraising$2,308FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$15,133TotalAmt
Program Services$9,836ProgramServicesAmt
Management And General$2,270ManagementAndGeneralAmt
Fundraising$3,027FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,767TotalAmt
Program Services$769ProgramServicesAmt
Management And General$998ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,423TotalAmt
Management And General$3,423ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtProgram ServicesProgramServicesAmt
MARKETING$10,746$10,746
SCHOLARSHIP MANAGEMENT$8,300$8,300
SCHOLARSHIP PROFESSIONA$3,300$3,300
PRINTING$1,796$1,796

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,954TotalAmt
Management And General$2,954ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$434,235TotalAmt
Program Services$299,508ProgramServicesAmt
Management And General$95,224ManagementAndGeneralAmt
Fundraising$39,503FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$86,065BOYAmt
EOY$131,636EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,267,516BOYAmt
EOY$2,858,791EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,656BOYAmt
EOY$1,791EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$432,531BOYAmt
EOY$486,535EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,200BOYAmt
EOY$1,200EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,789,968BOYAmt
EOY$3,479,953EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$7,713BOYAmt
EOY$8,936EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,713BOYAmt
EOY$8,936EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,954,737BOYAmt
EOY$2,683,613EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$827,518BOYAmt
EOY$787,404EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,782,255BOYAmt
EOY$3,471,017EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,789,968BOYAmt
EOY$3,479,953EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$361,104ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$49,866NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS Audited0FSAuditedInd
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$364,060CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$408,016CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,864CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,058CurrentTaxYearMinus1YearAmt
Current Tax Year$8,151CurrentTaxYearAmt
Total$794,149TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$364,060CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$408,016CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,864CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,058CurrentTaxYearMinus1YearAmt
Current Tax Year$8,151CurrentTaxYearAmt
Total$794,149TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$794,149PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$127,434CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$70,818CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$53,098CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$44,770CurrentTaxYearMinus1YearAmt
Current Tax Year$39,337CurrentTaxYearAmt
Total$335,457TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,092CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,264CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,847CurrentTaxYearMinus2YearsAmt
Total$17,203TotalAmt
FieldValueIRS element (for citing)
Total Support$1,146,809TotalSupportAmt
Gross Receipts Rltd Activities$333,180GrossReceiptsRltdActivitiesAmt
Public Support CY1700.69250PublicSupportCY170Pct
Public Support PY1700.72950PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab0InclEscrowCustodialAcctLiabInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2013 AND 2012, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2010.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1SIPS & SONGSNameOfEvent1Amt
Gross Receipts Event1$11,251GrossReceiptsEvent1Amt
Charitable Contri Event1$8,851CharitableContriEvent1Amt
Gross Revenue Event1$2,400GrossRevenueEvent1Amt
Other Direct Expenses Event1$463OtherDirectExpensesEvent1Amt
Name Of Event2BORDERS SIGNAGE AUCTIONNameOfEvent2Amt
Gross Receipts Event2$5,586GrossReceiptsEvent2Amt
Charitable Contri Event2$0CharitableContriEvent2Amt
Gross Revenue Event2$5,586GrossRevenueEvent2Amt
Other Events Total0OtherEventsTotalCnt
Gross Receipts Other Events$0GrossReceiptsOtherEventsAmt
Oth Direct Expnss Other Events$0OthDirectExpnssOtherEventsAmt
Gross Receipts Total$16,837GrossReceiptsTotalAmt
Charitable Contributions Tot$8,851CharitableContributionsTotAmt
Gross Revenue Total Events$7,986GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$463OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$463DirectExpenseSummaryEventsAmt
Net Income Summary$7,523NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
FINANCIAL ASSISTANCE24$45,000
SCHOLARSHIPS33$100,000

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE USE OF GRANT FUNDS IS MONITORED IN TWO WAYS. FIRST, THROUGH THE DUE DILIGENCE RESEARCH OF THE PROGRAMS MANAGER WHEN ASSESSING THE INTIAL GRANT REQUEST AND POTENTIAL GRANT AMOUNT. THE GRANT APPLICANT MUST PROVIDE ALL RELEVANT DOCUMENTATION OF EXPENSES AND THE PROGRAM MANAGER VERIFIES THAT A VALID QUALIFYING EVENT HAS OCCURRED AND THAT THE NEED DOES EXIST. SECOND, ONCE A GRANT IS APPROVED, PAYMENTS ARE NOT MADE DIRECTLY TO THE GRANT RECIPIENT, INSTEAD PAYMENTS ARE MADE DIRECTLY TO THE SERVICE PROVIDER/COMPANY ON BEHALF OF THE GRANT RECIPIENT. EXAMPLES OF SERVICE PROVIDERS/COMPANIES INCLUDE: UTILITY COMPANIES, MORTGAGE LENDERS, MEDICAL PROVIDERS AND FUNERAL SERVICE PROVIDERS. IN ADDITION, WHEN PAYMENTS/FUNDS ARE SENT TO A PROVIDER/COMPANY THE GRANT RECIPIENT'S ACCOUNT INFOMRATION IS INCLUDED SO THAT PAYMENT IS APPLIED PROPERLY.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 3THE BEREAVEMENT PROGRAM THAT WAS OFFERED WHEN THE ORGANIZATION CONDUCTED THE PROGRAMS UNDER THE BORDERS GROUP FOUNDATION WAS PHASED OUT IN 2012 AND WAS NO LONGER EFFECTIVE IN 2013.
FORM 990, PART VI, SECTION B, LINE 11THE EXECUTIVE COMMITTEE (PRESIDENT, VICE PRESIDENT, SECRETARY, AND TREASURER) WILL REVIEW THE FULL AND COMPLETE 990 PRIOR TO FILING, AND THE FULL AND COMPLETE 990 WILL BE ISSUED ELECTRONICALLY TO ALL BOARD MEMBERS PRIOR TO FILING FOR THEIR FEEDBACK. IN ADDITION, THE 990 WILL BE REVIEWED AT THE FIRST BOARD MEETING AFTER THE 990 HAS BEEN FILED.
FORM 990, PART VI, SECTION B, LINE 12CTHE POLICY IS REVIEWED EACH YEAR WHEN NEW BOD MEMBERS ARE ADDED. ALL BOD MEMBERS ARE REQUIRED TO SIGN AND RETURN THE CONFLICT OF INTEREST STATEMENT WHEN THEY JOIN THE BOARD. IN ADDITION, THE BOARD MEMBER ROLE DESCRIPTION INCLUDES A CONFLICT OF INTEREST STATEMENT AND THE STATEMENT IS REVIEWED AT THE FIRST BOD MEETING OF EVERY FISCAL YEAR. THE CONFLICT OF INTEREST POLICY APPLIES TO ALL STAFF AND VOLUNTEERS, INCLUDING BOARD MEMBERS.
FORM 990, PART VI, SECTION B, LINE 15AA SALARY REVIEW AND TITLE REVIEW WERE CONDUCTED BY THE PRESIDENT OF THE BOD AND SHARED WITH THE OTHER EXECUTIVE COMMITTEE MEMBERS. THIS INCLUDED COLLECTING BENCHMARK DATA ON SALARY, TITLE AND RESPONSIBILITIES. THE SURVEY WAS CONDUCTED THROUGH THE BORDERS COMPENSATION DEPARTMENT IN THE FALL OF 2008. THE COMPENSATION ARRANGEMENT HAS NOT CHANGED SINCE THAT TIME.
FORM 990, PART VI, SECTION C, LINE 19THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 2C:NO CHANGES TO PROCESS OF AUDIT COMMITTEE'S OVERSIGHT RESPONSIBILITIES WERE NOTED IN 2013.

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