JEWISH FAMILY SERVICE OF GREATER DALLAS FOUNDATION: Form 990, tax year 2012
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- Organization
- JEWISH FAMILY SERVICE OF GREATER DALLAS FOUNDATION (EIN 32-0307257)
- Tax period
- 2012-08-01 to 2013-07-31
- Filed
- 2014-05-27
- IRS object ID
- 201411479349300316
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-05-27T10:05:13-05:00 | Timestamp |
| Tax Period End Date | 2013-07-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200104286 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBRIGHT HILL & SUMPTER PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12160 NORTH ABRAMS RD SUITE 412 | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75243 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-08-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320307257 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FAMILY SERVICE OF GREATER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JEWI | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5402 ARAPAHO ROAD | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75248 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM N ROTH | Name |
| Title | PRESIDENT | Title |
| Phone | 9724379950 | Phone |
| Date Signed | 2013-12-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jennifer S Hill | Name |
| PTIN | P00236976 | PTIN |
| Phone | 9722705452 | Phone |
| Date Prepared | 2014-05-27 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DALLAS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | WILLIAM N ROTH | NameOfPrincipalOfficerPerson |
| Gross Receipts | 371517 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2010 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | THE FOUNDATION IS OPERATED TO SUPPORT JEWISH FAMILY SERVICE OF DALLAS, INC.(JFS) THE FOUNDATION PROVIDES GENERAL AND RESTRICTED SUPPORT TO JFS TO ASSIST JFS IN FULFILLING ITS MISSION TO PROVIDE ESSENTIAL AFFORDABLE MENTAL HEALTH AND SOCIAL SERVICES TO THE NEEDY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 9 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 632599 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 333626 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 751 | InvestmentIncomePriorYear |
| Investment Income Current Year | 37891 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 633350 | TotalRevenuePriorYear |
| Total Revenue Current Year | 371517 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4398 | OtherExpensePriorYear |
| Other Expenses Current Year | 3331 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4398 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3331 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 628952 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 368186 | RevenuesLessExpensesCY |
| Total Assets BOY | 632130 | TotalAssetsBOY |
| Total Assets EOY | 1001690 | TotalAssetsEOY |
| Total Liabilities BOY | 3178 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3178 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 628952 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 998512 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE FOUNDATION IS OPERATED TO SUPPORT JEWISH FAMILY SERVICE OF DALLAS, INC.(JFS) THE FOUNDATION PROVIDES GENERAL AND RESTRICTED SUPPORT TO JFS TO ASSIST JFS IN FULFILLING ITS MISSION TO PROVIDE ESSENTIAL AFFORDABLE MENTAL HEALTH AND SOCIAL SERVICES TO THE NEEDY. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Description | THE FOUNDATION PROVIDES GENERAL AND RESTRICTED SUPPORT TO JFS TO ASSIST JFS IN FULFILLING ITS MISSION OF PROVIDING ESSENTIAL AND AFFORDABLE MENTAL HEALTH AND SOCIAL SERVICES TO INDIVIDUALS AND FAMILIES IN NEED. | Description |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KAY ODROSKY | NamePerson |
| Telephone Number | 9724379950 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5402 ARAPAHO ROAD | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75248 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (9 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| BARBARA RABIN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BERT ROMBERG | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DAVID FIELDS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOEL LITMAN | ||||||
| VICE PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| MORTON RUDBERG | ||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X |
| ROBIN SACHS | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RUTHY ROSENBERG | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| STAN LEVENSON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM N ROTH | ||||||
| PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 333626 | AllOtherContributions |
| Noncash Contributions | 10076 | NoncashContributions |
| Total Contributions | 333626 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12071 | TotalRevenueColumn |
| Exclusion | $12,071 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 25820 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 25820 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25820 | TotalRevenueColumn |
| Exclusion | $25,820 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 371517 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $37,891 | ExclusionAmount |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3331 | Total |
| Management And General | 3331 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3331 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 3331 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10104 | BOY |
| EOY | 12481 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 622026 | BOY |
| EOY | 48865 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 7614 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 932730 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 632130 | BOY |
| EOY | 1001690 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3178 | BOY |
| EOY | 3178 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3178 | BOY |
| EOY | 3178 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26446 | BOY |
| EOY | 69897 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 386156 | BOY |
| EOY | 387656 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 216350 | BOY |
| EOY | 540959 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 628952 | BOY |
| EOY | 998512 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 632130 | BOY |
| EOY | 1001690 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 368186 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1374 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 632599 | CurrentTaxYearMinus1Year |
| Current Tax Year | 333626 | CurrentTaxYear |
| Total | 966225 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 632599 | CurrentTaxYearMinus1Year |
| Current Tax Year | 333626 | CurrentTaxYear |
| Total | 966225 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 389830 | AmountsSubstContributorsTotal |
| Public Support Total170 | 576395 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 751 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12071 | CurrentTaxYear |
| Total | 12822 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 979047 | TotalSupport |
| First5 Years170 | X | First5Years170 |
| Public Support Pertcentage170 | 0.00000 | PublicSupportPertcentage170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 603257 | BeginningOfYearBalance |
| Contributions | 326108 | Contributions |
| Investment Earnings Or Losses | 39265 | InvestmentEarningsOrLosses |
| End Of Year Balance | 968630 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 602506 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 751 | InvestmentEarningsOrLosses |
| End Of Year Balance | 603257 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.04000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.56000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.40000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 372891 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1374 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 1374 | RevenueNotRptdF990 |
| Revenue Subtotal | 371517 | RevenueSubtotal |
| Total Revenue Per Form990 | 371517 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3331 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 3331 | ExpensesSubtotal |
| Total Expenses Per Form990 | 3331 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | D13 | Identifier |
| Return Reference | Footnote for uncertain tax position under FIN 48 Part X | ReturnReference |
| Explanation | THE FOUNDATION FILES AN ANNUAL INFORMATION RETURN. THE FOUNDATION HAS ADOPTED THE PROVISIONS OF FASB ASC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAX. THERE WERE NO UNRECOGNIZED TAX BENEFITS AS OF JULY 31,2013. THE FOUNDATION RECOGNIZES INTEREST ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN ADMINISTRATIVE EXPENSE. THERE WERE NO SUCH INTEREST AND PENALTIES FOR 2013. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| O01 | Governing body meeting documentation Part VI line 8a | MINUTES ARE MAINTAIND FOR ALL TRUSTEE MEETINGS. |
| O02 | Committee meeting documentation Part VI line 8b | MINUTES ARE MAINTAINED FOR ALL MAJOR COMMITTEE MEETINGS. |
| O03 | Form 990 governing body review Part VI line 11 | THE CONTROLLER REVIEWS THE 990 AND THEN PRESENTS THE 990 TO THE BOARD FOR REVIEW PRIOR TO FILING WITH THE IRS. |
| O04 | Conflict of interest policy compliance Part VI line 12c | ALL PURCHASES CONTRACTS ARE ANLYZED WHETHER THERE IS ANY CONNECTION WITH A BOARD OR STAFF MEMBER, OR THEIR FAMILIES. SUCH PURCHASES, IF OVER $750, ARE BID OUT TO A MINIMUM OF 3 VENDORS. THE CONFLICT OF INTEREST POLICY IS INCORPORATED IN BOARD AND STAFF MANUALS AND REVIEWED ANNUALLY WITH THE BOARD AND STAFF. IT IS ALSO PART OF THE INDEPENDENT AUDIT PROCESS. |
| O05 | Form 990 availability to public Part VI line 18 | THE FORM 990 IS AVAILABLE FOR REVIEW AT THE ADMINISTRATIVE OFFICES AND ONLINE AT GUIDESTAR. |
| O06 | Governing documents etc available to public Part VI line 19 | THE FOUNDATION9S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
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