CREATE FOUNDATION INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CREATE FOUNDATION INC (EIN 23-7248582)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-14
- IRS object ID
- 201421049349300312
- Schema version
- 2013v3.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-04-14T09:42:00-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAIL MCKINNEY PROFESSIONAL ASSOCIATION | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 196 | AddressLine1 |
| City | TUPELO | City |
| State | MS | State |
| ZIP Code | 388020196 | 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 | 237248582 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CREATE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CREA | BusinessNameControlTxt |
| Phone | 6628448989 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1053 | AddressLine1 |
| City | TUPELO | City |
| State | MS | State |
| ZIP Code | 38802 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MIKE CLAYBORNE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6628448989 | PhoneNum |
| Signature | 2014-03-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES PEGUES CPA | PreparerPersonNm |
| PTIN | P00101024 | PTIN |
| Phone | 6628426475 | PhoneNum |
| Preparation | 2014-04-04 | PreparationDt |
| 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) |
|---|---|---|
| Gross Receipts | $12,830,838 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | CREATEFOUNDATION.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Activity Or Mission | NONPROFIT, CHARITABLE ORGANIZATION WHICH SERVES AS A COMMUNITY FOUNDATION TO STIMULATE GIVING FOR HUMAN DEV- OLPMENT PROJECTS IN EDUCATION, HEALTH AND HUMAN SERVICES, CULTURAL ENRICHMENT, AND LEADERSHIP DEVELOPMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Total Gross UBI | -$12,105 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$12,105 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,398,300 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,272,616 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,377 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $20,022 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,615,154 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,494,738 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$23,626 | PYOtherRevenueAmt |
| CY Other Revenue | -$12,105 | CYOtherRevenueAmt |
| PY Total Revenue | $11,009,205 | PYTotalRevenueAmt |
| CY Total Revenue | $12,775,271 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,462,511 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,008,391 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $806,683 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $807,142 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $154,905 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $635,357 | PYOtherExpensesAmt |
| CY Other Expenses | $763,250 | CYOtherExpensesAmt |
| PY Total Expenses | $5,904,551 | PYTotalExpensesAmt |
| CY Total Expenses | $6,578,783 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,104,654 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,196,488 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $65,353,647 | TotalAssetsBOYAmt |
| Total Assets EOY | $76,299,063 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $66,723 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,229 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $65,286,924 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $76,271,834 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | NONPROFIT, CHARITABLE ORGANIZATION WHICH SERVES AS A COMMUNITY FOUNDATION TO STIMULATE GIVING FOR HUMAN DEV- OLPMENT PROJECTS IN EDUCATION, HEALTH AND HUMAN SERVICES, CULTURAL ENRICHMENT, AND LEADERSHIP DEVELOPMENT. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $5,985,329 | ExpenseAmt |
| Grant | $5,008,391 | GrantAmt |
| Desc | CONTRIBUTIONS WERE MADE TO VARIOUS CHARITABLE ORGANIZATIONS INCLUDING PUBLIC SCHOOLS AND UNIVERSITIES TO IMPROVE EDUCATION AND COMMUNITY LIFE AND TO PROMOTE CHARITABLE GIVING. THE ORGANIZATION ALSO OPERATES AS A FISCAL AGENT FOR A NUMBER OF CHARITABLE PROJECTS. | Desc |
| Total Program Service Expenses | $5,985,329 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 67 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 12 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CREATE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6628448989 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1053 | AddressLine1 |
| Address Line2 | 213 WEST MAIN ST | AddressLine2 |
| City | TUPELO | City |
| State | MS | State |
| ZIP Code | 38802 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| CLAY FOSTER | |||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $207,030 | $0 | |
| DR DAVID BECKLEY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GREG PIRKLE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR CHIP CRANE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ORMELLA CUMMINGS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR KENNY DILL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MRS ROBIN MCCORMICK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR HASSELL H FRANKLIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CATHY ROBERTSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN CREEKMORE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR MICKEY HOLLIMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR GLORIA KELLUM | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR BOBBY P MARTIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BETSEY HAMILTON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR E ROBINSON MCGRAW | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BUDDY R MONTGOMERY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR AUBREY PATTERSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR MELVIN RAY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR JACK REED SR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RONNY ROWLAND | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR DAVID P RUMBARGER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR TOMMY TOMLINSON | |||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR EDDIE PRATHER | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR HL WILLIAMS JR | |||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| OCTAVIOUS IVY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BOBBY HARPER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL K CLAYBORNE | |||||||
| PRESIDENT | 40.00 | $177,775 | $0 | $17,344 | Yes (X) | ||
| LEWIS WHITFIELD | |||||||
| SENIOR V.P. | 40.00 | $118,536 | $0 | $9,252 | Yes (X) | ||
| C JUANITA FLOYD | |||||||
| V.P. OF FINA | 40.00 | $74,158 | $0 | $7,235 | Yes (X) | ||
| BEVERLY WILLIAMS | |||||||
| DIRECTOR OF | 40.00 | $54,903 | $0 | $2,556 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $425,372 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $207,030 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $36,387 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MR CHUCK E GARRETT | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1303 SOUTH CENTRAL | AddressLine1 |
| City | NEW ALBANY | City |
| State | MS | State |
| ZIP Code | 38652 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | WELLSPRING CONS | ServicesDesc |
| Compensation | $135,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $421,463 | RelatedOrganizationsAmt |
| Government Grants | $3,375 | GovernmentGrantsAmt |
| All Other Contributions | $9,847,778 | AllOtherContributionsAmt |
| Noncash Contributions | $564,692 | NoncashContributionsAmt |
| Total Contributions | $10,272,616 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEES | Desc |
| Total Revenue Column | $20,022 | TotalRevenueColumnAmt |
| Exclusion | $20,022 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $20,022 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,494,738 | TotalRevenueColumnAmt |
| Exclusion | $2,494,738 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $43,462 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $55,567 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$12,105 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$12,105 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$12,105 | UnrelatedBusinessRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,775,271 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$12,105 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,514,760 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,829,620 | TotalAmt |
| Program Services | $4,829,620 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,771 | TotalAmt |
| Program Services | $178,771 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $425,374 | TotalAmt |
| Program Services | $200,059 | ProgramServicesAmt |
| Management And General | $138,587 | ManagementAndGeneralAmt |
| Fundraising | $86,728 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,143 | TotalAmt |
| Program Services | $211,701 | ProgramServicesAmt |
| Management And General | $27,064 | ManagementAndGeneralAmt |
| Fundraising | $14,378 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,058 | TotalAmt |
| Program Services | $24,309 | ProgramServicesAmt |
| Management And General | $9,780 | ManagementAndGeneralAmt |
| Fundraising | $5,969 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,380 | TotalAmt |
| Program Services | $26,325 | ProgramServicesAmt |
| Management And General | $10,591 | ManagementAndGeneralAmt |
| Fundraising | $6,464 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,187 | TotalAmt |
| Program Services | $35,866 | ProgramServicesAmt |
| Management And General | $5,788 | ManagementAndGeneralAmt |
| Fundraising | $3,533 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,500 | TotalAmt |
| Management And General | $12,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,995 | TotalAmt |
| Management And General | $122,995 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,558 | TotalAmt |
| Program Services | $31,369 | ProgramServicesAmt |
| Management And General | $12,537 | ManagementAndGeneralAmt |
| Fundraising | $7,652 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,466 | TotalAmt |
| Management And General | $20,466 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,041 | TotalAmt |
| Program Services | $3,231 | ProgramServicesAmt |
| Management And General | $27,262 | ManagementAndGeneralAmt |
| Fundraising | $548 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,271 | TotalAmt |
| Program Services | $15,860 | ProgramServicesAmt |
| Management And General | $3,981 | ManagementAndGeneralAmt |
| Fundraising | $2,430 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,671 | TotalAmt |
| Program Services | $28,660 | ProgramServicesAmt |
| Management And General | $6,011 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $489 | TotalAmt |
| Management And General | $489 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,516 | TotalAmt |
| Management And General | $14,516 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,769 | TotalAmt |
| Program Services | $3,161 | ProgramServicesAmt |
| Management And General | $12,832 | ManagementAndGeneralAmt |
| Fundraising | $776 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONTRACTUAL SERVICES | $330,259 | $329,488 | $479 | $292 |
| EVALUATION | $34,654 | $34,654 | ||
| DIRECT FUNDRAISING COSTS | $22,263 | $22,263 | ||
| ASSOC. DUES AND MEMBERSHI | $14,199 | $8,617 | $3,466 | $2,116 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,599 | TotalAmt |
| Program Services | $23,638 | ProgramServicesAmt |
| Management And General | $9,205 | ManagementAndGeneralAmt |
| Fundraising | $1,756 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,578,783 | TotalAmt |
| Program Services | $5,985,329 | ProgramServicesAmt |
| Management And General | $438,549 | ManagementAndGeneralAmt |
| Fundraising | $154,905 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1 | BOYAmt |
| EOY | $1 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $670,944 | BOYAmt |
| EOY | $967,152 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,457,291 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $514,485 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $951,178 | BOYAmt |
| EOY | $942,806 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,269,073 | BOYAmt |
| EOY | $50,454,849 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,117,496 | BOYAmt |
| EOY | $23,595,782 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $344,955 | BOYAmt |
| EOY | $338,473 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,353,647 | BOYAmt |
| EOY | $76,299,063 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,723 | BOYAmt |
| EOY | $27,229 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,723 | BOYAmt |
| EOY | $27,229 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,545,640 | BOYAmt |
| EOY | $23,993,046 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,061,632 | BOYAmt |
| EOY | $4,977,713 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,679,652 | BOYAmt |
| EOY | $47,301,075 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,286,924 | BOYAmt |
| EOY | $76,271,834 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,353,647 | BOYAmt |
| EOY | $76,299,063 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,196,488 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,310,134 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $478,288 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $5,332,032 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,973,275 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,068,885 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,094,245 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,194,086 | CurrentTaxYearAmt |
| Total | $27,662,523 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,332,032 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,973,275 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,068,885 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,094,245 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,194,086 | CurrentTaxYearAmt |
| Total | $27,662,523 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,596,502 | SubstantialContributorsTotAmt |
| Public Support Total170 | $26,066,021 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,124,428 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,193,918 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,396,870 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,615,154 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,405,862 | CurrentTaxYearAmt |
| Total | $6,736,232 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $15,715 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,600 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,377 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,022 | CurrentTaxYearAmt |
| Total | $68,714 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $34,467,469 | TotalSupportAmt |
| Public Support CY170 | 0.75620 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73770 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SUPPORTING SCHEDULE | BABY STEPS PROGRAM PRIVATE GRANT 671,800 BABY STEPS PROGRAM PRIVATE GRANT 368,236 TOYOTA GRANT FOR 5,000,000 OVER A 10 YEAR PERIOD 5,000,000 BABY STEPS PROGRAM PRIVATE GRANT 327,709 TOYOTA GRANT FOR 5,000,000 OVER A 10 YEAR PERIOD 5,000,000 BABY STEPS PROGRAM PRIVATE GRANT 304,055 TOYOTA GRANT FOR 5,000,000 OVER A 10 YEAR PERIOD 5,000,000 BABY STEPS PROGRAM PRIVATE GRANT 78,530 TOYOTA GRANT FOR 5,000,000 OVER A 10 YEAR PERIOD 5,000,000 |
| PART II, LINE 10 | OTHER INCOME 68,714 |
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 | 167 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 9 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $1,393,248 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $225,363 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $1,000,649 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $61,900 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,269,680 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $323,506 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,708,085 | BeginningYearBalanceAmt |
| Contributions | $6,146,988 | ContributionsAmt |
| Investment Earnings Or Losses | $6,431,736 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $889,674 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,062,983 | OtherExpendituresAmt |
| End Year Balance | $47,334,152 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,951,489 | BeginningYearBalanceAmt |
| Contributions | $5,614,170 | ContributionsAmt |
| Investment Earnings Or Losses | $4,163,806 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,039,352 | GrantsOrScholarshipsAmt |
| Other Expenditures | $982,028 | OtherExpendituresAmt |
| End Year Balance | $36,708,085 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,607,821 | BeginningYearBalanceAmt |
| Contributions | $5,680,887 | ContributionsAmt |
| Investment Earnings Or Losses | -$566,480 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $715,261 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,055,478 | OtherExpendituresAmt |
| End Year Balance | $28,951,489 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,046,532 | BeginningYearBalanceAmt |
| Contributions | $7,231,366 | ContributionsAmt |
| Investment Earnings Or Losses | $2,964,508 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $544,079 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,090,506 | OtherExpendituresAmt |
| End Year Balance | $25,607,821 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,866,693 | BeginningYearBalanceAmt |
| Contributions | $1,201,145 | ContributionsAmt |
| Investment Earnings Or Losses | $3,542,086 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $191,676 | GrantsOrScholarshipsAmt |
| Other Expenditures | $371,716 | OtherExpendituresAmt |
| End Year Balance | $17,046,532 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00070 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.99930 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $365,525 | OtherCostOrOtherBasisAmt |
| Book Value | $365,525 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $891,991 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $354,176 | DepreciationAmt |
| Book Value | $537,815 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $199,775 | OtherCostOrOtherBasisAmt |
| Depreciation | $160,309 | DepreciationAmt |
| Book Value | $39,466 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $942,806 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $23,595,782 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $23,595,782 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $17,140,972 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,310,134 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $55,567 | OtherRevenueAmt |
| Revenue Not Reported | $4,365,701 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,775,271 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $12,775,271 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,634,348 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $55,565 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $55,565 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,578,783 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $6,578,783 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | RENTAL EXPENSES NOT NETTED AGAINST RENTAL INCOME IN 0 FINANCIAL STATEMENTS 55,567 ROUNDING 0 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | RENTAL EXPENSES NOT NETTED AGAINST RENTAL INCOME IN 0 FINANCIAL STATEMENTS 55,567 ROUNDING -2 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Cash GrantCashGrantAmt |
|---|
| DONOR DIRECTED TO VARIOUS CHARITIES |
| $1,000,649 |
| DESIGNATED TO VARIOUS CHARITIES |
| $194,968 |
| DISBURSEMENTS FOR SPECIAL PROJECTS |
| $2,666,489 |
| ENDOWMENT FUND DISTRIBUTIONS |
| $345,742 |
| PROGRAM SERVICE DISBURSEMENTS |
| $556,272 |
| CREATE UNRESTRICTED GRANTS |
| $65,500 |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 186 | RecipientCnt |
| Cash Grant | $178,771 | CashGrantAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|
| CLAY FOSTER | |||||
| DIRECTOR | $207,030 | $207,030 | |||
| MICHAEL K CLAYBORNE | |||||
| PRESIDENT | $177,775 | $17,344 | $195,119 | ||
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $564,692 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | NONPROFIT, CHARITABLE ORGANIZATION WHICH SERVES AS A COMMUNITY FOUNDATION TO STIMULATE GIVING FOR HUMAN DEV- OLPMENT PROJECTS IN EDUCATION, HEALTH AND HUMAN SERVICES, CULTURAL ENRICHMENT, AND LEADERSHIP DEVELOPMENT. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE INFORMATION RETURN WAS PROVIDED TO THE ORGANIZATION'S PRESIDENT FOR REVIEW PRIOR TO SUBMISSION. |
| FORM 990, PAGE 6, PART VI, LINE 12C | WRITTEN CONFLICT OF INTEREST STATEMENTS ARE SUBMITTED TO THE EXECUTIVE DIRECTOR |
| FORM 990, PAGE 6, PART VI, LINE 15A | SALARY SURVEY DONE BY COUNCIL ON FOUNDATIONS AND OTHER DOCUMENTATION ARE SUBMITTED TO THE ORGANIZATION'S EXECUTIVE COMMITTEE PRIOR TO APPROVAL OF COMPENSATION ADJUSTMENTS FOR THE PRESIDENT |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE SAME SYSTEM UTILIZED FOR THE PRESIDENT'S COMPENSATION IS UTILIZED IN DEVELOPING COMPENSATION AMOUNTS FOR EXECUTIVE AND NON-EXECUTIVE STAFF. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | RENTAL EXPENSES NOT NETTED AGAINST RENTAL INCOME IN 0 FINANCIAL STATEMENTS 55,567 ROUNDING 0 RENTAL EXPENSES NOT NETTED AGAINST RENTAL INCOME IN 0 FINANCIAL STATEMENTS -55,567 ROUNDING 2 |
| FORM 990, PART XI, LINE 9 | CHANGE IN EQUITY OF JOURNAL PUBLISHING CO. 478,286 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Business Name Line2DisregardedEntityName/BusinessNameLine2 | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Business Name Line2DirectControllingEntityName/BusinessNameLine2 | Controlled OrganizationControlledOrganizationInd | EINEIN |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THE MIZE FOUNDATION | ||||||||||||
| THE MIZE FOUNDATION | PO BOX 1053 | TUPELO | MS | 38802 | SUPPORTING | MS | 501C3 | 11C | BOARD | BOARD OF DIRECTORS | false | |
| THE PIERCE FOUNDATION | ||||||||||||
| THE BENJAMIN AND CORINNE PIERCE FOU | PO BOX 1053 | TUPELO | MS | 38802 | SUPPORTING | MS | 501C3 | 11C | BOARD | BOARD OF DIRECTORS | false | 311742414 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOURNAL INC AND SUBSIDIARIES | BusinessNameLine1 |
| Business Name Line2 | JOURNAL INC AND SUBSIDIARIES | BusinessNameLine2 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 909 | AddressLine1 |
| Address Line2 | PO BOX 909 | AddressLine2 |
| City | TUPELO | City |
| State | MS | State |
| ZIP Code | 38802 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 640183970 | EIN |
| Primary Activities | NEWSPAPER | PrimaryActivitiesTxt |
| Legal Domicile State | MS | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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