2014-06-10T16:47:44-05:00 2013-09-30 750786316 WEAVER AND TIDWELL LLP 2821 W 7TH STREET SUITE 700 FORT WORTH TX 76107 990 2012-10-01 752277821 DOWNTOWN FORT WORTH INITIATIVES INC DOWN 8178701692 777 TAYLOR STREET NO 100 FORT WORTH TX 76102 ANDREW TAFT 8178701692 2014-06-05 1 JEANNE A SMITH P00082143 8173327905 2012 2015-11-30 17:44:51Z ANDREW TAFT 777 TAYLOR STREET NO 100 FORT WORTH TX 76102 2749222 0 X WWW.MSFWAF.ORG X 1988 TX DOWNTOWN FORT WORTH INITIATIVES, INC. RECEIVES FUNDS TO BE USED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES THAT HELP TO FOSTER, PROMOTE, MAINTAIN, AND ENCOURAGE THE CIVIC, SOCIAL, AND GENERAL WELFARE FOR THE CITY OF FORT WORTH. 66 60 0 50 7145 5245 727321 686036 3520113 2039236 11819 16805 7745 7145 4266998 2749222 0 0 0 0 0 0 253904 252153 252153 4369610 3018868 4623514 3271021 -356516 -521799 7898012 7157055 2415318 2203305 5482694 4953750 X DOWNTOWN FORT WORTH INITIATIVES, INC. RECEIVES FUNDS TO BE USED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES THAT HELP TO FOSTER, PROMOTE, MAINTAIN, AND ENCOURAGE THE CIVIC, SOCIAL, AND GENERAL WELFARE FOR THE CITY OF FORT WORTH. 0 0 1966316 1344924 FESTIVALS AND EVENTS IN THE DOWNTOWN FORT WORTH AREA TO SHOWCASE AND PROMOTE THE DOWNTOWN FORT WORTH COMMUNITY. 555139 262842 THE ORGANIZATION IS PROVIDING ADMINISTRATIVE SERVICES FOR LANDSCAPING, UPKEEP AND MAINTENANCE FOR SEVERAL DOWNTOWN PARKS, BY CONTRACT WITH THE BURNETT FOUNDATION AND/OR THE CITY OF FORT WORTH. 404874 404874 THE ORGANIZATION ADMINISTERS FOR TIF #3 THE SANTA FE FREIGHT HOUSE LEASE. THIS BUILDING IS SUBLEASED TO THREE DIFFERENT TENANTS AND THE ORGANIZATION PROVIDES UPKEEP AND MAINTENANCE TO THIS BUILDING. 24855 26596 PARTICIPATES IN HOUSING PROJECTS ESTABLISHED TO PROVIDE LOW-MODERATE INCOME HOUSING IN DOWNTOWN FORT WORTH AND OTHER CHARITABLE PURPOSES. 24855 26596 2951184 1 1 0 0 0 0 0 1 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 1 0 1 0 1 80 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 X 66 60 0 1 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X THE ORGANIZATION 8178701692 777 TAYLOR STREET NO 100 FORT WORTH TX 76102 BOB JAMESON 1.00 X 0 0 0 NINA PETTY 2.00 X X 0 0 0 BRIAN HAPPEL 2.00 X X 0 0 0 MARILYN ACKMANN 1.00 X 0 0 0 LARRY ANFIN 1.00 X 0 0 0 OLA ASSEM 1.00 X 0 0 0 RICK BAUMEISTER 1.00 X 0 0 0 BILL BOECKER 1.00 X 0 0 0 JOHNNY CAMPBELL 1.00 X 0 0 0 JACK CLARK 1.00 X 0 0 0 JEFF DAVIS 1.00 X 0 0 0 JIM FINLEY 1.00 X 0 0 0 PERRY GINN 1.00 X 0 0 0 MELISSA GRAHAM 1.00 X 0 0 0 MIKE GUYTON 1.00 X 0 0 0 GLEN HAHN 1.00 X 0 0 0 DON HELLMAN 1.00 X 0 0 0 WALTER LITTLEJOHN 1.00 X 0 0 0 CHARLES MILLIKEN 1.00 X 0 0 0 PHIL NORWOOD 1.00 X 0 0 0 WADE T NOWLIN 1.00 X 0 0 0 DAVID PARKER 1.00 X 0 0 0 MICHAEL PAVELL 1.00 X 0 0 0 DICK RUDDELL 1.00 X 0 0 0 R DAN SETTLE JR 1.00 X 0 0 0 JOY WEBSTER 2.00 X X 0 0 0 JULIE WILSON 1.00 X 0 0 0 KEN BARR 1.00 X 0 0 0 MICHAEL BENNETT 1.00 X 0 0 0 CARMEN COY 1.00 X 0 0 0 STEVE HAMBRICK 1.00 X 0 0 0 DIONE KENNEDY 1.00 X 0 0 0 BEN LOUGHRY 1.00 X 0 0 0 PATRICK MCFARLIN 1.00 X 0 0 0 MURL RICHARDSON 1.00 X 0 0 0 JON RUFF 1.00 X 0 0 0 WHIT SMITH 1.00 X 0 0 0 GREG UPP 1.00 X 0 0 0 RACHEL VOGEL 1.00 X 0 0 0 TOM STRUHS 1.00 X 0 0 0 GREG BIRD 1.00 X 0 0 0 ANDREW CASPERSON 1.00 X 0 0 0 DAVE FULTON 1.00 X 0 0 0 ALLAN HOWETH 1.00 X 0 0 0 MARK LINENBERGER 1.00 X 0 0 0 RAUL PENA 1.00 X 0 0 0 JOHN PODRAZA 1.00 X 0 0 0 JIM RHODES 1.00 X 0 0 0 JOHN STEVENSON 1.00 X 0 0 0 GARY WORTEL 1.00 X 0 0 0 STEWART ALCORN 1.00 X 0 0 0 EDWARD BASS 1.00 X 0 0 0 ROBERT BASS 1.00 X 0 0 0 RICHARD CASAREZ 1.00 X 0 0 0 BRIAN CHASE 1.00 X 0 0 0 ALBON HEAD 1.00 X 0 0 0 MICHAEL HOFFER 1.00 X 0 0 0 BARNEY HOLLAND 1.00 X 0 0 0 JOHN KLUKAN 1.00 X 0 0 0 ROSS MARTIN 1.00 X 0 0 0 ALLISON MILLINGTON 1.00 X 0 0 0 JOHN PRITCHETT 1.00 X 0 0 0 GORDON RHODES 1.00 X 0 0 0 POLLARD ROGERS 1.00 X 0 0 0 GEORGE VAVREK 1.00 X 0 0 0 ANDREW TAFT 1.00 40.00 X 0 244551 0 MELANIE LARA 1.00 40.00 X 0 57397 0 0 301948 0 0 0 1 0 AUI CONTRACTORS LLC 2230 GREENVILLE AVE DALLAS TX 75206 CONSTRUCTION SERVICES 139731 1 686036 47380 686036 FESTIVALS AND EVENTS 713990 1344924 1344924 SANTA FE FREIGHT HOUSE 531120 404874 404874 DOWNTOWN PARK MAINTENA 230000 262842 262842 LEASE INCOME - HOUSING 531110 26596 26596 2039236 16805 16805 ZAPP SOFTWARE 519100 7145 7145 7145 2749222 2039236 7145 16805 23295 23295 10752 10752 252153 252153 14103 14103 45338 949 44389 FESTIVAL AND EVENT PROD 1977223 1977223 DOWNTOWN PARK MAINTENAN 555139 555139 SANTA FE FREIGHT HOUSE 380630 380630 HOUSING 12388 12388 3271021 2951184 67684 252153 1816743 1624905 100266 100439 1139384 788345 109832 70500 1580807 1570019 162210 85549 3160950 263180 2929446 2897770 1561 1561 57763 17967 7898012 7157055 803247 248345 194576 232073 1417495 1722887 2415318 2203305 X 3708578 3528182 1774116 1425568 5482694 4953750 7898012 7157055 X -521799 -7145 X 0 1 X 1 0 X 3373146 771863 811534 727321 690885 6374749 1583306 2307150 3778391 3520113 2034387 13223347 3674 3674 4960126 3079013 4589925 4247434 2725272 19601770 0 1696916 360937 269435 280399 158032 2765719 1696916 360937 269435 280399 158032 2765719 16836051 3362 17453 21414 17056 16805 76090 7745 7745 3362 17453 21414 24801 16805 83835 7145 7145 4963488 3096466 4611339 4272235 2749222 19692750 0.85490 0.85810 0.00430 0.00420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6192 X 0 2831252 2831252 329698 263180 66518 2897770 CITY OF FORT WORTH LOAN 592799 RADIOSHACK CORPORATION LOAN 305662 JUSTIN MANAGEMENT COMPANY LOAN 101885 BANK ONE DEVELOPMENT CORPORATION LOAN 203777 WELLS FARGO BANK LOAN 101884 PIER 1 IMPORTS, INC. LOAN 50940 GAINSCO LOAN 50940 DUE TO PERMANENT ENDOWMENT 315000 1722887 X DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: TAX POSITIONS TAKEN RELATED TO THE ORGANIZATION'S TAX EXEMPT STATUS FOR FEDERAL TAX PURPOSES AND STATE FILING REQUIREMENTS HAVE BEEN REVIEWED, AND MANAGEMENT IS OF THE OPINION THAT MATERIAL POSITIONS TAKEN BY THE ORGANIZATION WOULD MORE LIKELY THAN NOT BE SUSTAINED BY EXAMINATION. ACCORDINGLY, THE ORGANIZATION HAS NOT RECORDED AN INCOME TAX LIABILITY FOR UNCERTAIN TAX BENEFITS. AS OF SEPTEMBER 30, 2013, THE ORGANIZATION'S TAX YEARS 2009 THROUGH 2012 REMAIN SUBJECT TO EXAMINATION. X X X X X X X 1 DOWNIE PRODUCTIONS INC 7120 ROYAL GREEN DR CINCINNATI OH 45244 FESTIVALS AND EVENTS 0 2030960 252153 1778807 2030960 252153 1778807 0 0 0 0 0 0 0 0 0 ANDREW TAFT 0 210779 0 20572 0 13200 0 0 0 0 0 244551 0 0 LARRY ANFIN - COORS DISTRIBUTING BOARD MEMBER 162644 SPONSOR $118,000/VENDOR $44,644 0 JOHNNY CAMPBELL - SUNDANCE SQUARE M BOARD MEMBER 88464 SPONSOR 0 GARY WORTEL - FORT WORTH STAR TELEG BOARD MEMBER 19023 ADVERTISING 0 DICK RUDDELL - THE T BOARD MEMBER 15000 SPONSOR 0 JACK CLARK - RED OAK REALTY BOARD MEMBER 39926 VENDOR 0 JON PODRAZA - XTO ENERGY BOARD MEMBER 60000 SPONSOR 0 CHARLES MILLIKIN - LEGAL BOARD MEMBER 12203 LEGAL 0 BOB SEMPLE - BANK OF TEXAS BOARD MEMBER 15000 SPONSOR 0 JULIE WILSON - CHESAPEAKE ENERGY CO BOARD MEMBER 65000 SPONSOR 0 WADE NOWLIN - HUB INTERNATIONAL BOARD MEMBER 41881 VENDOR - INSURANCE 0 X 1 8085 MARKET X FESTIVAL SUPPLIES 39295 COST 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 MANAGEMENT FUNCTIONS RELATIVE TO THE RENTAL OF THE SANTA FE FREIGHT HOUSE WERE DELEGATED TO RED OAK REALTY. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS OF DOWNTOWN FORT WORTH, INC.("DFWI") ARE ALSO AUTOMATICALLY BOARD MEMBERS OF DOWNTOWN FORT WORTH INITIATIVES, INC. UPON THEIR ELECTION TO THE BOARD OF DIRECTORS OF DFWI. INDIVIDUALS WITH A CONFLICT OF INTEREST ARE SUSPENDED FROM SERVING ON THE BOARD OF DOWNTOWN FORT WORTH INITIATIVES. DFWI'S MEMBERS ELECT THE BOARD MEMBERS AS WELL AS THE MEMBERS OF THE AUDIT COMMITTEE AND OFFICERS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTANT AND REVIEWED THE MANAGEMENT FOR COMPLETENESS AND ACCURACY. AFTER, THE BOARD MEMBERS ARE NOTIFIED THAT THE FORM 990 IS AVAILABLE FOR THEIR REVIEW UNTIL THE FORM'S DUE DATE AT WHICH TIME IT IS SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS-THERE IS A WRITTEN CONFLICTS OF INTEREST POLICY FOR BOARD MEMBERS THAT MUST BE REVIEWED AND SIGNED ANNUALLY. EMPLOYEES OF DOWNTOWN FORT WORTH, INC.-THE EMPLOYEE HANDBOOK MANDATES THAT CONFLICTS OF INTEREST BE FULLY DISCLOSED TO THE PRESIDENT OF THE ORGANIZATION PRIOR TO INVOLVEMENT WITH OR IN ANY POTENTIAL CONFLICT OF INTEREST. THE EXISTENCE OF UNUSUAL CIRCUMSTANCES THAT COULD JUSTIFY APPROVAL OF A POTENTIAL CONFLICT MUST BE REVIEWED AND APPROVED IN WRITING. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF THE PRESIDENT IS REVIEWED AND APPROVED ANNUALLY BY A COMMITTEE OF THE BOARD OF DIRECTORS. PERIODICALLY, THE BOARD UTILIZES AN EXTERNAL CONSULTANT TO ADVISE AS TO THE APPROPRIATE LEVEL OF THE PRESIDENT'S COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: ZAPP INVESTMENTS PASSTHROUGH INCOME NOT REFLECTED ON FINANCIALS -7,145. DOWNTOWN FORT WORTH INC 777 TAYLOR ST STE 100 FORT WORTH TX 76102 751820114 ENCOURAGE THE CIVIC, SOCIAL AND GENERAL WELFARE OF THE CITY OF FORT WORTH TX 501(C)(6) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 DOWNTOWN FORT WORTH INC N 23028 DOWNTOWN FORT WORTH INC O 41155 DOWNTOWN FORT WORTH INC P 65175