2014-12-12T15:07:19-06:00 2014-01-31 750807999 SPROLES WOODARD LLP 777 MAIN STREET SUITE 3250 FORT WORTH TX 761025304 990 2013-02-01 752267609 JEWEL CHARITY BALL INCORPORATED JEWE 8178709064 5020 COLLINWOOD AVENUE NO 400 FORT WORTH TX 76107 LAURA BIRD TITLE 8178709064 2014-12-02 1 ROBERT W DUKE P00151313 8173321328 2013 2015-11-30 17:44:51Z LAURA BIRD 5020 COLLINWOOD AVENUE NO 400 FORT WORTH TX 76107 3926998 0 X WWW.JEWELCHARITY.ORG X 1988 TX RAISE FUNDS TO PROVIDE HEALTH CARE FOR CHILDREN AT COOK CHILDREN'S MEDICAL CENTER. 50 50 0 396 0 0 3532162 3174284 0 0 28170 18615 -420151 -396029 3140181 2796870 3133500 3038488 0 0 0 0 0 0 33457 76782 85332 3210282 3123820 -70101 -326950 3236492 2917062 0 0 3236492 2917062 PROVIDE FINANCIAL SUPPORT TO FORT WORTH COOK CHILDREN'S MEDICAL CENTER. 0 0 3038488 3038488 88825 JEWEL CHARITY BALL RAISES FUNDS FOR UNCOMPENSATED HEALTHCARE FOR CHILDREN AT COOK CHILDREN'S MEDICAL CENTER. FUNDRAISING IS ACCOMPLISHED BY SOLICITING DONATIONS FROM LOCAL, NATIONAL, AND INTERNATIONAL INDIVIDUALS, BUSINESSES AND FOUNDATIONS. ALL PROCEEDS ARE DONATED TO COOK CHILDREN'S MEDICAL CENTER FOR THE UNCOMPENSATED CARE FUND AND OTHER SPECIFIC FIELDS OF INTEREST AS DESIGNATED ANNUALLY BY THE JEWEL CHARITY BALL BOARD OF DIRECTORS. JEWEL CHARITY BALL'S 2013 DONATION TO COOK CHILDREN'S MEDICAL CENTER WAS OVER $3 MILLION. 3038488 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 9 12 1 0 0 0 0 0 0 1 1 0 0 0 0 X 50 50 1 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X SARA RICHARDSON 8177329333 5020 COLLINWOOD AVENUE SUITE 400 FORT WORTH TX 76107 X LAURA BIRD PRESIDENT 40.00 X X 0 0 0 DEBBIE REYNOLDS PRESIDENT-ELECT 10.00 X X 0 0 0 MARY LYNN GARRETT TREASURER 5.00 X X 0 0 0 ANN FLORSHIEM SECRETARY 5.00 X X 0 0 0 LESLIE MONTELEONE PARLIAMENTARIAN 5.00 X X 0 0 0 BONNIE EPSTEIN NOMINATING 5.00 X X 0 0 0 MARY ANNE POLSON MEMBERSHIP 5.00 X X 0 0 0 NANCY CARTER ANGELS 10.00 X 0 0 0 HILLARY JENNINGS ANGELS 10.00 X 0 0 0 SARA SCHEIDEMAN ANGELS 10.00 X 0 0 0 LOUELLA MARTIN ANNUAL MEETING/CELEBRATION 2.00 X 0 0 0 NANCY PARKER ANNUAL MEETING/CELEBRATION 2.00 X 0 0 0 BESTY BARNES ARRANGEMENTS 2.00 X 0 0 0 BEVERLEE HERD ARRANGEMENTS 2.00 X 0 0 0 DOUG COOK AUCTION 2.00 X 0 0 0 GINA COOK AUCTION 2.00 X 0 0 0 DEBBI EASTERLING AUCTION 2.00 X 0 0 0 SHEILA JANE REYNOLDS AUCTION 2.00 X 0 0 0 WENDY GERRISH AUCTION CATALOGUE 1.00 X 0 0 0 JONI HORTON AUCTION CATALOGUE 1.00 X 0 0 0 LAURI LAWRENCE BALL 10.00 X 0 0 0 KELLEY ROYER BALL 10.00 X 0 0 0 LIZ FLEISCHER CHANCE TICKET SALES 2.00 X 0 0 0 CONNIE OSBORN CHANCE TICKET SALES 2.00 X 0 0 0 JUDY CAGLE COOK CHILDREN'S CHARITY CL 2.00 X 0 0 0 KATHLEEN REEVES COOK CHILDREN'S CHARITY CL 2.00 X 0 0 0 MARY LYNN GARRETT FINANCE 2.00 X 0 0 0 SHANNON BAUMGARDNER JEWEL BOOK PRODUCTION 10.00 X 0 0 0 JULIE SAWYER JEWEL BOOK PRODUCTION 10.00 X 0 0 0 ELLEN HAMES JEWEL BOOK SPONSOR PAGES 10.00 X 0 0 0 THERESE MONCRIEF JEWEL BOOK SPONSOR PAGES 10.00 X 0 0 0 STEPHANIE BRENTLINGER JEWELER PARTY 2.00 X 0 0 0 ANNE GREEN JEWELER PARTY 2.00 X 0 0 0 MELISSA TAPP JEWELER PARTY 2.00 X 0 0 0 JULIE KLEBERG LADIES' EVENT 2.00 X 0 0 0 MICHELLE PURVIS LADIES' EVENT 2.00 X 0 0 0 ELAINE DAVIS MEMBER PARTY 2.00 X 0 0 0 PEGGY SIMS MEMBER PARTY 2.00 X 0 0 0 JANE SYKES MEMBER PARTY 2.00 X 0 0 0 HARRIETTE GACHMAN MEMBERSHIP DIRECTORY 2.00 X 0 0 0 LAURA O'BRIEN MEN'S EVENT 2.00 X 0 0 0 MARY KATHERINE TETIRICK MEN'S EVENT 2.00 X 0 0 0 LYNNY SANKARY NEW MEMBER COORDINATORS 2.00 X 0 0 0 MARISA SELKIRK NEWSLETTER 5.00 X 0 0 0 MICHELE REYNOLDS PAST PRESIDENT ADVISOR 2.00 X 0 0 0 PRISCILLA TURBEVILLE PAST PRESIDENTS' EVENT 2.00 X 0 0 0 KAY CARPENTER PRIZES 5.00 X 0 0 0 CYNTHIA GILBERT PRIZES 5.00 X 0 0 0 JANIE HARPER PUBLIC RELATIONS 2.00 X 0 0 0 DEBBIE REYNOLDS STRATEGIC PLANNING 2.00 X 0 0 0 DEBBY BROWN VOLUNTEERS 5.00 X 0 0 0 0 0 0 0 0 0 0 EVENTS BY BILL 3246 S RAVINIA ST DALLAS TX 75233 DESIGN AND BALL PRODUCTION 439936 TRINITY F&B SERVICES 1201 HOUSTON ST FORT WORTH TX 76102 CATERING FOR BALL 228337 2 418200 2681779 74305 192115 3174284 11193 11193 7422 0 7422 7422 7422 488145 2681779 972999 -484854 -484854 245954 157129 88825 88825 2796870 88825 0 -466239 3038488 3038488 678 678 66395 32938 33457 12629 12629 124 124 OTHER ADMINISTRATIVE EX 5506 5506 3123820 3038488 51875 33457 3038732 2692031 1000 1000 0 0 83139 70942 114621 154089 3236492 2917062 0 0 X 3000752 2690276 132755 123801 102985 102985 3236492 2917062 3236492 2917062 -326950 7520 0 X X 0 1 X 1 0 X 3535105 3586757 3490676 3532162 3174284 17318984 3535105 3586757 3490676 3532162 3174284 17318984 17318984 12015 18088 12424 18396 11193 72116 614782 779568 841948 817571 734099 3787968 21179068 0.81770 0.81700 X 197760 10225 17046 225031 176653 5020 16087 197760 189025 50 3344 15766 176653 166778 800 22017 570 189025 141509 200 31891 6747 166853 0.07000 0.46000 0.47000 1 0 1000 1000 0 0 ALTERNATIVE INVESTMENTS 154089 F 154089 4550549 7520 737674 306225 1051419 3499130 -702260 -702260 2796870 4552607 737674 4031899 4769573 -216966 3340786 3340786 3123820 PART V, LINE 4: THE JEWEL CHARITY BALL (THE BALL) ENDOWMENT WAS FORMED TO PROVIDE ADDITIONAL OPERATING FUNDS FOR THE BALL SHOULD MEMBERSHIP DUES FAIL TO COVER THE COSTS OF ADMINISTRATION AND CONDUCTING THE BALL. THIS IS DONE SO THAT MORE (OFTEN ALL) OF THE FUNDS RAISED BY MEMBERS OF THE BALL AND THE BALL'S SPECIAL EVENTS CAN BE USED TO SUPPORT COOK CHILDREN'S MEDICAL CENTER. PART XI, LINE 2D - OTHER ADJUSTMENTS: ACCRUED REVENUE AT 1/31/14 306,225. PART XI, LINE 4B - OTHER ADJUSTMENTS: ACCRUED REVENUE AT 1/31/13 COLLECTED IN FYE 2014 432,329. FUNDRAISING EXPENSES -972,999. GAMING EXPENSES -157,129. BOOK-TAX TIMING DIFFERENCE -4,461. PART XII, LINE 2D - OTHER ADJUSTMENTS: OTHER ACCRUED EXPENSES AT 1/31/14 2,897,310. FUNDRAISING EXPENSES 972,999. GAMING EXPENSES 157,129. BOOK-TAX TIMING DIFFERENCE 4,461. PART XII, LINE 4B - OTHER ADJUSTMENTS: ACCRUED EXPENSES AT 1/31/13 PAID IN FYE 2014 3,340,786. JEWEL CHARITY BALL 2275291 2097325 177966 24798 228337 27500 453382 AUCTION 192442 32254 160188 32254 8468 5 702191 552200 149991 10448 187812 3169924 2681779 488145 42702 24798 228337 27500 649662 972999 -484854 245954 149413 7716 1 1.00000 245954 149413 7716 157129 88825 TX 0 THE STATE OF TEXAS DOES NOT REQUIRE AN EXEMPT ORGANIZATION TO HAVE A GAMING LICENSE FOR THE PURPOSES OF HOLDING A RAFFLE. 0 1 0 1.00000 KAY REEVES 5020 COLLINWOOD AVENUE SUITE 400 FORT WORTH TX 76107 0 KAY REEVES DEE WEBB, LIZ FLEISCHER AND CONNIE OSBORN ARE THE CHANCE TICKET ACCOUNTABILITY CO-CHAIRS. THEY FOLLOW ALL ACCOUNTABILITY PROCEDUES SET FORTH IN JEWEL CHARITY BALL'S POLICY AND PROCEDURES HANDBOOK TO ENSURE AN ACCURATE ACCOUNTING OF CHANCE TICKETS AND CHANCE TICKET REVENUE FOR THE ANNUAL AUDIT. THEY ALSO INSTRUCT ALL TICKET SELLERS IN THEIR RESPONSIBILITIES AND ACCOUNTABILITY PROCEDURES. X 1 245954 1 COOK CHILDREN'S MEDICAL - FORT WORTH 801 SEVENTH AVENUE FORT WORTH TX 76104 752051646 501(C)(3) 3038488 UNCOMPENSATED CARE AND GENERAL SUPPORT 1 PART I, LINE 2: ALL GRANTS ARE GIVEN TO COOK CHILDREN'S MEDICAL - FORT WORTH FOR UNCOMPENSATED CARE AND GENERAL SUPPORT. COOK CHILDREN'S MEDICAL PROVIDES JEWEL CHARITY BALL WITH PERIODIC REPORTS REGARDING THE USE OF THE FUNDS. X 15402 RETAIL COST X 2 72575 RETAIL COST X 9 21227 RETAIL COST X GIFT CERTIFIC 5 29000 RETAIL COST X JEWELRY 8 28200 RETAIL COST X TRAVEL & ENTE 8 24511 RETAIL COST X STATIONERY 1 1200 RETAIL COST 0 0 0 FORM 990, PART IV, LINE 2 SCHEDULE B, LIST OF CONTRIBUTORS: JEWEL CHARITY BALL IS A 501(C)(3) ORGANIZATION THAT MET THE 33 1/3% SUPPORT TEST UNDER SECTIONS 509(A)(1)/170(B)(1)(A)(VI). IT DID NOT RECEIVE ANY CONTRIBUTIONS OVER 2% OF THE AMOUNT ON FORM 990 PART VIII, LINE 1H ($63,486). THEREFORE, JEWEL CHARITY BALL IS NOT REQUIRED TO FILE SCHEDULE B. FORM 990, PART VI, SECTION A, LINE 2 CURRENT BOARD MEMBERS: BETSY BARNES AND BEVERLEE HERD - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 6 THERE ARE FOUR CLASSIFICATIONS OF MEMBERS: ACTIVE, NON-RESIDENT, LIFE, AND HONORARY. ACTIVE MEMBERS MAINTAIN THEIR PHYSICAL RESIDENCE WITHIN FIFTY MILES OF COOK CHILDREN'S MEDICAL CENTER SO AS TO ALLOW FOR ACTIVE PARTICIPATION IN JEWEL CHARITY BALL ACTIVITIES THROUGHOUT THE YEAR. NON-RESIDENT MEMBERS ARE THOSE ACTIVE MEMBERS WHOSE PHYSICAL RESIDENCE IS BEYOND A FIFTY MILE RADIUS OF COOK CHILDREN'S MEDICAL CENTER. LIFE MEMBERS ARE PREVIOUS ACTIVE MEMBERS IN GOOD STANDING WHO NO LONGER WISH TO ACCEPT THE OBLIGATIONS OF ACTIVE MEMBERSHIP, BUT WISH TO REMAIN INVOLVED WITH THE JEWEL CHARITY BALL. HONORARY MEMBERS ARE THOSE MEMBERS WHO HAVE BEEN PRESIDENT OF THE JEWEL CHARITY BALL. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE BOARD OF DIRECTORS AND COMMITTEE CHAIRS. FORM 990, PART VI, SECTION B, LINE 11 THE PRESIDENT REVIEWS FORM 990 BEFORE IT IS SIGNED AND FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST FORMS ARE SIGNED ANNUALLY BY THE BOARD OF DIRECTORS AND FILED IN THE JEWEL CHARITY OFFICES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST BY CONTACTING THE JEWEL CHARITY OFFICES. FORM 990, PART XII, LINE 2C FINANCIAL STATEMENTS AND REPORTING: JEWEL CHARITY BALL'S FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. FORM 990, SCHEDULE D, PART V, LINE 3A(I) ENDOWMENT FUNDS ADMINISTERED BY AN UNRELATED PARTY: JEWEL CHARITY BALL HAS PLACED ITS ENDOWMENT FUNDS WITH COOK CHILDREN'S MEDICAL CENTER TO BE ADMINISTERED AS A PART OF THE MEDICAL CENTER'S ENDOWMENT FUNDS. THIS KEEPS ADMINISTRATIVE AND INVESTMENT COSTS TO A MINIMUM. JEWEL CHARITY BALL CAN WITHDRAW FUNDS AT WILL SHOULD IT NEED TO.