2014-11-13T12:10:17-06:00 2013-12-31 742727133 Kirk Monroe & Klostermann LLP 1016 Santa Fe Suite 201 Corpus Christi TX 78404 990 2013-01-01 742190039 Coastal Bend Community Foundation COAS 3618829745 615 N Upper Broadway No 1950 Corpus Christi TX 784010720 Karen W Selim President and CEO 3618829745 2014-10-29 1 Phillip G Monroe CPA P00231323 3618827131 2013 2015-11-30 17:44:51Z X Karen W Selim 615 N Upper Broadway No 1950 Corpus Christi TX 784010720 75546212 0 X www.cbcfoundation.org X 1980 TX To enhance the quality of life in the Coastal Bend area of Texas through charitable & educational grants. 24 23 8 0 0 0 5811192 9150795 12664 3419 2778022 3381130 804292 817422 9406170 13352766 2994434 3496537 0 0 371826 407954 0 0 117507 1277213 1419170 4643473 5323661 4762697 8029105 52932112 62744854 4578014 5749771 48354098 56995083 X To enhance the quality of life in the Coastal Bend area of Texas through charitable and educational grants. 0 0 3627558 2391342 3661373 The Foundation makes grants to nonprofit organizations to improve the quality of life in the Coastal Bend area of Texas from unrestricted, field-of-interest, designated, special project and donor advised funds. Ongoing activities from project funds include "Maps in Schools", whereby the Corpus Christi Geological Society presents laminated, framed USGS Maps of Time and Terrain to schools across the country, primarily in Oklahoma and Texas. Other projects of the Corpus Christi Geological Society includes "Bones in Schools" whereby schools are presented with an Ice Age Mammoth bone, a framed Ice Age Mural along with a presentation by a geologist and "Boulders in Schools" whereby schools are presented with large boulders of three rock types - Sedimentary, metamorphic and igneous. The rocks are labeled as: rock type, composition, location and age. Another project fund provides bikes to needy children at Christmas time. In 2013, bicycles with kickstands and helmets were presented to needy children. "Destination Bayfront Special Project Fund" is involved in coordinating the study of a land-use plan for the Corpus Christi Bayfront area, thereafter turning over the plan to the City of Corpus Christi for its consideration and implementation. 750592 642124 451001 The Foundation provides scholarships and fellowships to students from the seven county area of the Coastal Bend of Texas in accordance with the terms of the approximately 100 scholarship and fellowship funds it holds. During 2013, 512 scholarships were awarded. 510364 463071 137688 The Foundation provides hardship grants for employees of one organization. These grant requests are reviewed on a case by case basis in accordance with the terms of the employee assistance fund agreements. During 2013, 638 grants were awarded and 86 grants were denied, cancelled or withdrawn. 4888514 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 1 1 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 68 0 1 8 1 1 1 1 CJ BD 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 X 24 23 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X X Beverly Harper 3618829745 615 N Upper Broadway Suite 1950 Corpus Christi TX 78401 Clare Atkinson Wonders Director 1.00 X 0 0 0 Nancy Johnson Bellows Director 1.00 X 0 0 0 Rumaldo Juarez Director 1.00 X 0 0 0 Ralph Gomez Director 1.00 X 0 0 0 Bill Maxwell Director 1.00 X 0 0 0 Jan G Anderson Director 1.00 X 0 0 0 Jonathan M Hornblower Director 1.00 X 0 0 0 Omar Leal Director 1.00 X 0 0 0 Hank Nuss Director 1.00 X 0 0 0 Jack W Wright Director 1.00 X 0 0 0 Jon Whatley Director 1.00 X 0 0 0 Lou Adele May Director 1.00 X 0 0 0 William B Whitworth Director 1.00 X 0 0 0 Fred J Nemec Director 1.00 X 0 0 0 Larry Aduddell Director 1.00 X 0 0 0 Laura Miller Director 1.00 X 0 0 0 Susan Hutchinson Director 1.00 X 0 0 0 Joe Henkel Director 1.00 X 0 0 0 Karen O'Connor Urban Director 1.00 X 0 0 0 Bobby Galvan Director 1.00 X 0 0 0 Robert Furguson Chairman 5.00 X X 0 0 0 Jean Claire Turcotte Vice Chairman 1.00 X X 0 0 0 Kathleen M White Treasurer 1.00 X X 0 0 0 Leah Pagan Olivarri Secretary 1.00 X X 0 0 0 Karen Selim President & CEO 40.00 X 114583 0 18502 Susan Jackson Assistant Secretary/Direct 40.00 X 57407 0 14062 Beverly Harper Finance Director 40.00 X 66750 0 16937 238740 0 49501 1 0 0 0 0 309315 8841480 325873 9150795 Asthma Camp 900099 1950 1950 Educational Maps/Books 900099 1469 1469 3419 998969 998969 192585 192585 125800 92562 33238 33238 33238 64378867 61996706 2382161 2382161 2382161 56087 309315 104178 -48091 -48091 Administrative Fees 561000 639055 639055 Class action lawsuit 900099 635 635 639690 13352766 4250062 0 -48091 2359302 2359302 1105195 1105195 32040 32040 288740 109811 127366 51563 44882 26929 17953 9814 3986 4282 1546 37820 19172 16456 2192 26698 10918 11678 4102 31605 31605 57492 1975 55517 11500 11500 314513 314513 6672 6672 9512 9512 25049 8137 12243 4669 27529 11077 11645 4807 23189 9504 10101 3584 4691 17 3752 922 5834 1041 3271 1522 28096 28096 4175 4175 7933 1803 6130 Admistrative Fee Expens 639055 639055 Park Projects 69318 69318 Law Enforcement Project 63127 63127 Educational Projects 25144 25144 64736 48354 14899 1483 5323661 4888514 317640 117507 255607 667669 66778 67682 316300 111867 28637 248716 49076 38560 4314723 69085 4552458 4245638 47658661 57359829 4595 4893 52932112 62744854 28337 17429 493578 569770 4056099 5162572 4578014 5749771 X 3688131 4750062 14288028 19282435 30377939 32962586 48354098 56995083 52932112 62744854 X 8029105 1718353 -1106473 X 0 1 X 1 0 X 2715892 3508881 5911828 5811192 9150795 27098588 2715892 3508881 5911828 5811192 9150795 27098588 27098588 945784 787477 1465244 1219885 1224792 5643182 392058 542918 585205 641597 695777 2857555 35599325 0.76120 0.73020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 57 79 6158267 1145856 1470225 191817 9678982 8037582 1 1 37048762 2449669 4410623 -1120812 -864073 -545319 41378850 32996111 1862390 3822250 -845053 -277832 -509104 37048762 31502191 1606139 1586864 -677387 -560093 -461603 32996111 27626385 1113826 4162305 -884644 -46792 -468889 31502191 22933799 672512 5116638 -592992 -503572 27626385 0.11800 0.69400 0.18800 0 0 3852482 3852482 311848 311848 69200 3500 72700 77693 69085 8608 4245638 Funds Held as Agency Endowments 5162572 5162572 X 14215142 1718353 1718353 12496789 855977 855977 13352766 5574157 0 5574157 -250496 -250496 5323661 Part V, Line 4: The Foundation's endowment funds are used for unrestricted grants to nonprofit organizations to improve the quality of life in the Coastal Bend area of Texas. Part X, Line 2: Financial Accounting Standards Board(FASB)Interpretation 48, Accounting for Uncertainty in Income Taxes(FASB)Accounting Standards Codification(ASC)740 requires the Foundation to disclose its policy for evaluating uncertain tax positions. The Foundation evaluates its uncertain tax positions using the provisions of ASC 450, Contingencies. Accordingly, a loss continguency is recognized when it is probable that a liability has been incurred as of the date of the financial statements and the amount of the loss can be reasonably estimate. The amount recognized is subject to estimate and management judgment with respect to the likely outcome of each uncertain tax position. Management has evaluated all tax positions taken by the Foundation and has recognized no liability as of the date of the financial statements. The amount that is ultimately sustained for an individual uncertain tax position or for all uncertain tax positions in the aggregate could differ from the amount recognized. With few exceptions, the Foundation is no longer subject to examinations by the U.S. federal, state or local tax authorities for years before 2008, which is the standard statute of limitations look-back period. Part XI, Line 4b - Other Adjustments: Agency Endow Revenue $1,241,836, Expenses netted against revenue $-385,859 855,977. Part XII, Line 4b - Other Adjustments: Agency Endowment Expenses $135,363; Expenses netted with revenue $-385,859 -250,496. 0 North Atlantic-Bermuda 0 0 Investments 2249155 Central America-Caribbean 0 0 Investments 2200000 0 0 0 0 0 0 4449155 0 4449155 South America-Honduras General program support 30000 Check Book 0 0 0 0 0 0 Harvey Weil Fundraising Dinner 150540 101360 49180 41558 37243 2013 Day of Giving 161255 161255 566 6288 6 53607 46700 6907 4432 14091 365402 309315 56087 46556 57622 104178 -48091 1 Foster Youth Life Investment Partners PO Box 7743 Corpus Christi TX 78467 200014082 501 (c) (3) 7500 Educational support Coastal Bend Wildlife Habitat Educational Program Inc 711 N Carancahua Street Ste 120 Corpus Christi TX 78475 200960059 501 (c) (3) 10000 General Program Support Aransas County ISD Education Foundation Inc PO Box 195 Rockport TX 78381 742998660 501 (c) (3) 10500 Kritter 4 Kids Environmental Science Program,General Program Support Texas State Aquarium Association 2710 N Shoreline Blvd Corpus Christi TX 78402 237044950 501 (c) (3) 21310 Dollar days event and General program support Amistad Community Health Center Inc 1533 Brownlee Ste 100 Corpus Christi TX 78404 203008507 501 (c) (3) 18639 Aid to indigent children, purchase exam table and general program support Salvation Army 416 West Colonial Orlando FL 32804 580660607 501 (c) (3) 21658 Shelter and food program,Operating expenses,General Program Support Corpus Christi ISD PO Box 110 Corpus Christi TX 78403 746000581 State Agency 28490 Educational support Young Womens Christian Association of Corpus Christi 4601 Corona Drive Corpus Christi TX 78411 741157366 501 (c) (3) 14566 General Program support First United Methodist Church 900 South Shoreline Blvd Corpus Christi TX 78401 741166910 501 (c) (3) 119000 General Program support Wesley Community Center PO Box 586 Robstown TX 78380 741185657 501 (c) (3) 9658 General Program support Alzheimer's Research Foundation 199 Water Street 23rd Floor New York NY 10038 133859563 501 (c) (3) 15000 Program Support. American Red Cross Coastal Bend Texas Chapter PO Box 3429 Corpus Christi TX 78463 741207551 501 (c) (3) 20158 General Program support United Way of the Coastal Bend Inc 711 N Carancahua Street Suite 302 Corpus Christi TX 78475 741207552 501 (c) (3) 26340 Christmas appeal, Jim Wells County Support, General program support YMCA of Corpus Christi 417 South Upper Broadway Corpus Christi TX 78401 741211670 501 (c) (3) 20250 Partner with Youth Campaign,General Program support Southwestern University PO Box 770 Georgetown TX 786270770 741233796 501 (c) (3) 16000 Scholarship and general support Mary McLeod Bethune Day Nursery Inc 900 Kinney Street Corpus Christi TX 78401 741238426 501 (c) (3) 9658 General operating support Girl Scouts of Greater South Texas 2410 Bevecrest Drive Corpus Christi TX 78415 741256499 501 (c) (3) 11500 Outreach program and Underserved girls Boys & Girls Club of Alice PO Box 689 Alice TX 78333 741463071 501 (c) (3) 7500 General program support Boys & Girls Club of Beeville Inc Box 131 Beeville TX 78104 510211273 501 (c) (3) 24610 General Program support Boys & Girls Club of Corpus Christi Inc 3902 Greenwood Drive Corpus Christi TX 78416 741294586 501 (c) (3) 15000 General program support Family Counseling Service 3833 South Staples St Suite S203 Corpus Christi TX 78411 741321308 501 (c) (3) 7500 Senior Counseling Support Rob & Bessie Welder Wildlife Foundation PO Box 1400 Sinton TX 783871400 741381321 501 (c) (3) 7500 Conservation program CASA of the Coastal Bend PO Box 4 Corpus Christi TX 78403 742631146 501 (c) (3) 8658 General Program support Coastal Bend Alcohol-Drug Rehab Center PO Box 4996 Corpus Christi TX 78469 741595867 501 (c) (3) 14658 Support Drug & Alcohol Abuse for Homeless, General operating support Good Samaritan Rescue Mission PO Box 65 Corpus Christi TX 78403 741611894 501 (c) (3) 21158 Unfunded Meals for Low Income Clients, General Program Support South Texas Public Broadcasting System Inc 939 South Stadium Road Columbia SC 29201 741616224 501 (c) (3) 9500 Children's Programming, General Program Support Citizens Promoting Medical Excellence 405 N Adams Beeville TX 78102 742531617 501 (c) (3) 7400 General program support Texas A & M University at Corpus Christi 6300 Ocean Drive Corpus Christi TX 78412 741760663 State Agency 54303 President's Council Support,Scholarship Programs,mechanical engineering program,conservation program support, athletic program support and general program support Coastal Conservation Association Texas 6919 Portwest Drive Ste 100 Houston TX 77024 741984482 501 (c) (3) 10000 Conservation program Christus Spohn Health System Development Foundation 600 Elizabeth Street Corpus Christi TX 78404 741906005 501 (c) (3) 8000 General program support Women's Shelter of South Texas PO Box 3368 Corpus Christi TX 78463 741943398 501 (c) (3) 9658 Battering Program, General Program Support Special Olympics Texas Inc 7715 Chevy Chase Drive Suite 120 Austin TX 78752 741998367 501 (c) (3) 12500 General Program Support Episcopal Church of the Advent PO Box 1937 Alice TX 78333 746022217 501 (c) (3) 8553 General Program Support Palmer Drug Abuse Program of Corpus Christi Inc 3104 South Alameda Street Corpus Christi TX 78404 742200058 501 (c) (3) 17095 Adolescent prevention & recovery program,General Progam Support Food Bank of Corpus Christi 826 Krill Street Corpus Christi TX 78408 742234089 501 (c) (3) 15908 Thanksgiving support, General Program Support Corpus Christi Metro Ministries PO Box 4899 Corpus Christi TX 78469 742247261 501 (c) (3) 74203 Loaves and Fishes Program Support,General Program Support Beeville Vineyard Inc 210 North Monroe Street Beeville TX 78102 742314158 501 (c) (3) 14658 General Program Support MD Anderson Cancer Center PO Box 4464 Houston TX 77210 741587488 501 (c) (3) 13210 Cancer research City of Taft PO Box 416 Taft TX 78390 746002348 State Agency 5732 Renovation police department, Animal shelter improvements Coastal Bend College 3800 Charco Road Beeville TX 78102 741542306 State Agency 24000 Education support Corpus Christi Hope House Inc 658 Robinston Street Corpus Christi TX 78404 742480299 501 (c) (3) 11658 Shelter for women & children program,General Program Support Craft Training Center of the Coastal Bend 7433 Leopard Street Corpus Christi TX 78409 742468098 501 (c) (3) 24000 Scholarship support Make-A-Wish Foundation of the Texas Gulf Coast and Louisiana Inc Suite 255 Houston TX 77005 760116615 501 (c) (3) 9850 General Program Support Driscoll Children's Hospital PO Box 6530 Corpus Christi TX 78466 742577746 501 (c) (3) 11250 Summer camp support, General Program Support Coastal Bend Kidney Foundation Inc PO Box 9172 Corpus Christi TX 78401 237255751 501 (c) (3) 18957 Pediatric renal patient support, general program support Corpus Christi Area Council for the Deaf Inc 5151 McArdle Corpus Christi TX 78411 742076700 501 (c) (3) 8000 General program support Ark Assessment Center & Emergency Shelter for Youth 12960 Leopard Street Corpus Christi TX 78410 742859907 501 (c) (3) 13658 General Progam Support Corpus Christi Literacy Council 4044 Greenwood Drive Corpus Christi TX 78416 742444906 501 (c) (3) 5250 General program support Coastal Bend Wellness Foundation 5633 S Staples Suite 700 Corpus Christi TX 78411 742429518 501 (c) (3) 5500 Fitness program support Locher Food Pantry 501 S Staples Street Corpus Christi TX 78401 742393413 501 (c) (3) 7500 General program supportGeneral program support Corpus Christi Symphony Society Inc 555 N Carancahua Ste 410 Corpus Christi TX 78401 746011470 501 (c) (3) 50250 Support 2013-2014 concert season and general supportGeneral Program Support Covenant Baptist Church 7001 Williams Drive Corpus Christi TX 78412 011589744 501 (c) (3) 13000 Building support and general support South Texas Institute for the Arts 1902 North Shoreline Blvd Corpus Christi TX 78401 746025882 501 (c) (3) 18000 General Program Support Friends of the Museum of Science & History 1900 N Chapparal Street Corpus Christi TX 78401 237369035 501 (c) (3) 49950 Equipment purchase HALO Flight Inc 315 Pinson Drive Corpus Christi TX 78406 752235660 501 (c) (3) 27633 General Program Support Boy Scouts of America South Texas Council 700 Everhart Terrace Bldg A Corpus Christi TX 78411 752675978 501 (c) (3) 18600 General Program Support Christ Evangelical Presbyterian Church 8300 Katy Freeway Houston TX 77024 760332175 501 (c) (3) 8500 General Program Support Mission of Mercy Inc PO Box 102 Fairfield PA 17320 860704883 501 (c) (3) 14658 General Program support Timon's Ministries 10501 South Padre Island Drive Corpus Christi TX 78418 311638327 501 (c) (3) 14658 General Program support University of Texas at Austin PO Box 7758 UT Station Austin TX 787137758 746000203 State Agency 17450 Conservation research projects, other projects and general support Driscoll Children's Hospital Development Foundation 3533 S Alameca Street Corpus Christi TX 78411 742358461 501 (c) (3) 5750 Medical related assistance, general program support Alice Volunteer Services 311 E Main Street Alice TX 78332 742268067 501 (c) (3) 14658 General program support Corpus Christi Public Library 805 Comanche Street Corpus Christi TX 78401 742531612 state Agency 5300 Purchase books Del Mar College Foundation Inc 101 Baldwin Corpus Christi TX 78404 742286234 501 (c) (3) 126317 Vocational Scholarships, Music equipment, General Program Support Bee County Adult Literacy Council Inc 3800 Charro Rd Beeville TX 78102 742538098 501 (c) (3) 7500 Adult literacy program Sinton for Youth Corp 111 N Odem Street Suite 2 Sinton TX 78387 742567508 501 (c) (3) 7500 Youth latchkey programs Texas A&M University - Kingsville 700 University Blvd MSC 101 Kingsville TX 78364 746001530 State Agency 16700 Conservation program support, General Program support St Anthony Catholic Church 3818 CR 61 Robstown TX 783805737 741483603 501 (c) (3) 11000 Program Support Boys & Girls Club of Kingsville Inc PO Box 1181 Kingsville TX 78364 741499178 501 (c) (3) 7500 Youth programs Nueces County Dept of Human Services 901 Leopard St Rm 302 Corpus Christi TX 78401 746000585 State Agency 10000 Elderly Program Support CASA of Kleberg County PO Box 1658 Kingsville TX 78364 742992670 501 (c) (3) 18493 Recruiting and training program, general program support Congregation Beth Israel 4402 Saratoga Boulevard Corpus Christi TX 78413 746000619 501 (c) (3) 30250 General program support Peewee's Pet Adoption World 1307 Saratoga Corpus Christi TX 78417 742746680 501 (c) (3) 17293 Medical care of animals, General Program Support Gulf Coast Humane Society 3118 Cabaniss Parkway Corpus Christi TX 78415 741266245 501 (c) (3) 10292 Medical care of animals, General program support University of Iowa Foundation PO Box 4550 Iowa City IA 522444550 420796760 501 (c) (3) 8000 Research on juvenile polyposis Kingsville Symphony Orchestra PO Box 2154 Station 1 Kingsville TX 78363 900442358 501 (c) (3) 10000 Concert support Nueces County Children's Advocacy Center 502 McClendon Street Corpus Christi TX 78404 742700852 501 (c) (3) 15000 Purchase computers Nueces County MHMR Community Center 1630 S Brownlee Corpus Christi TX 78404 741623759 501 (c) (3) 13500 Provide services to mentally disabled indiviuals in Nueces County Big Brothers Big Sisters of South Texas 4535 South Padre Island Dr Corpus Christi TX 78411 741897630 501 (c) (3) 19658 General program support Aransas County Council on Aging 912 S Church Street Rockport TX 78382 741796095 501 (c) (3) 14658 General program support Rockport Art Association Inc 902 Navigation Circle Rockport TX 78382 741652612 501 (c) (3) 7500 Artlink for youth program, general program support Rockport-Fulton Good Samaritans Inc 507 S Ann Street Rockport TX 78382 742592626 501 (c) (3) 14658 General program support St Andrew's Episcopal Church 13026 Leopard Street Corpus Christi TX 78410 742536092 501 (c) (3) 11000 Building fund, general program support Coastal Bend Council of Governments PO Box 9909 Corpus Christi TX 78469 741586230 501 (c) (3) 10000 General program support Community Action Corporation of South Texas 204 East First Street Alice TX 78332 741679824 501 (c) (3) 7500 General program support St Luke's United Methodist Church 3151 Reid Drive Corpus Christi TX 78404 741255636 501 (c) (3) 7600 General program support St Mary's Our Lady of Lourdes Catholic Church 500 West Old San Antonio Road Caldwell TX 77836 741764975 501 (c) (3) 10000 General program support Tennis Success Inc PO Box 71647 Corpus Christi TX 784671647 061725402 501 (c) (3) 30658 Scholarship program for low income youth, General program support Texas Sealife Center 14220 South Padre Island Dr Corpus Christi TX 78418 275069736 501 (c) (3) 7500 Turtle support Texas A & M University Corpus Christi Foundation Inc 6300 Ocean Drive MD5644 Corpus Christi TX 78412 742491445 501 (c) (3) 70250 Scholarship support Texas Wildlife Association Foundation 2800 NE Loop 410 Suite 105 San Antonio TX 78218 742605516 501 (c) (3) 7500 Texas Youth hunting program ACCESS Inc 405 N Church Rockport TX 78382 742756867 501 (c) (3) 10000 General program support Triumph Over Kid Cancer 723 Coleman Corpus Christi TX 78401 272224984 501 (c) (3) 24000 General program support Volunteer Services Council of the Corpus Christi State School 902 Airport Road Corpus Christi TX 78405 237043367 501 (c) (3) 10000 General program support Corpus Christi Education Foundation PO Box 2822 Corpus Christi TX 78403 742711535 501 (c) (3) 6500 Education support Rotary Foundation of Rotary International 1560 Sherman Ave Evanston IL 60201 363245072 501 (c) (3) 5189 Polio plus program and general program support Micah Project Inc PO Box 4346 Houston TX 77210 431871946 501 (c) (3) 30000 General program support South Texas Academic Rising Scholars PO Box 3068 McAllen TX 78502 431977563 501 (c) (3) 6500 Scholarship support Diabetes Community Coalition of the Coastal Bend 3636 S Alameda Suite B412 Corpus Christi TX 78411 454809658 501 (c) (3) 16207 General program support Odyssey After School Enrichment Program PO Box 237 Rockport TX 78381 710916426 501 (c) (3) 7500 Equip media center Asbury United Methodist Church 7501 S Staples Street Corpus Christi TX 78413 742131185 501 (c) (3) 35000 General program and building support American Cancer Society 4101 S Alameda Corpus Christi TX 78411 741185665 501 (c) (3) 30000 General program support Diocese of Corpus Christi 620 Lipan Corpus Christi TX 78403 741185667 501 (c) (3) 7800 General program support Parkway Presbyterian Church 3707 Sante Fe Corpus Christi TX 78411 741200131 501 (c) (3) 25000 Repairs and maintenance Art Community Center of Corpus Christi 100 N Shoreline Blvd Corpus Christi TX 78401 741716003 501 (c) (3) 7500 Operating support Family Outreach Corpus Christi Inc 5621 Bonner Drive Corpus Christi TX 78412 742049746 501 (c) (3) 8500 Grief intervention counseling and general program support Wesley United Methodist Church 3915 Gollihar Rd Corpus Christi TX 78415 742131868 501 (c) (3) 7000 General program support Coastal Bend Bays Foundation Inc 1227 Agnes Street Suite B1 Corpus Christi TX 78401 742603919 501 (c) (3) 5791 Earth Day Bay Day support Youth Odyssey Inc PO Box 331394 Corpus Christi TX 78463 742817641 501 (c) (3) 8250 Outdoor equipment and general program support Cathedral Concert Series Inc 505 N Upper Broadway Corpus Christi TX 78401 742863573 501 (c) (3) 10000 Concert support Foster Angels of South Texas Foundation PO Box 18863 Corpus Christi TX 78480 742917772 501 (c) (3) 23008 General program support Coastal Bend Bays & Estuaries Program Inc 1305 N Shoreline Blvd Ste 205 Corpus Christi TX 78401 742924909 501 (c) (3) 7500 Educational program support Sea City Work Camp Inc PO Box 10449 Corpus Christi TX 78460 742942873 501 (c) (3) 7500 General program support Camp Aranzazu Inc 5420 FM 1781 Rockport TX 78382 743032285 501 (c) (3) 7500 Serve children with special needs Citizens for Educational Excellence Inc PO Box 26115 Corpus Christi TX 78426 753137924 501 (c) (3) 7500 General program support Junior Achievement of the Coastal Bend 615 N Upper BroadwaySte 618 Corpus Christi TX 78401 841267604 501 (c) (3) 7250 Work readiness program and general program support Corpus Christi Safeplace House Inc 1201 10th Street Corpus Christi TX 78404 202171318 501 (c) (3) 12691 General Program support Funeral Assistance 67 178013 Rent/Mortgage Assistance 234 151171 Medical/Prescription Assistance 85 59169 Food/Clothing Assistance 93 26100 Utility Assistance 92 21570 Scholarship/Fellowship Awards 512 642124 Home repair, disaster relief, transportation assistance 67 27048 Part I, Line 2: Unrestricted grant requests are reviewed by the Grants Committee and recommendations are given to the Board of Directors for approval in our spring and fall grant award process. The Director of Grants obtains reports from the grantees annually for their use of funds to determine the grantee's compliance with the intended use of the funds. Scholarship applications are reviewed by the Scholarship Committee and recommendations are given to the Board of Directors for approval in our spring and fall scholarship review process in accordance with the scholarship agreements. The scholarship checks are sent to the college or university financial aid office. The Director of Scholarships obtains outside scholarship and fellowship committee information to determine their compliance with IRS regulations. Employee assistance grant requests are reviewed by our Director of Scholarships for compliance with the fund agreement specifications. These grants are not sent directly to the individuals except for hurricane relief, which are restricted for redemption. Grants from donor advised, field-of-interest, designated or other types of funds are reviewed for compliance with the terms of the fund agreement. The Director of Grants reviews the 501(c)(3) status for all grantees. The Foundaiton does not send grants to nonexempt organizations. All grants are approved by the Board of Directors at the quarterly board meeting. X 6 325873 Stock Market Quotation 0 0 1 0 Part I, Column (b): Par t 1, columb The number of contributions for gifts of securities is the number of gifts by gift date without regard to the quantity of stock certificates or other securities. Form 990, Part VI, Section A, line 2 One Director is parent to another of the Directors. Form 990, Part VI, Section B, line 11 Draft input for the Form 990 is prepared by the Director of Finance for review and approval by the President/CEO. That information is then provided to our tax preparer for input to the form. A draft copy of that form is then provided to staff for review. Staff then presents it to the Board's Executive Committee for review and discussion. Upon adoption by the Executive Committee, it is then presented to the full Board of Directors for review and approval. Form 990, Part VI, Section B, line 12c Annually, staff provides copies of the foundation's conflict of interest policy to all Board members. For new Board members, the policy is presented and discussed during their orientation briefing. After review, all Board members sign and submit to the President a certification of compliance with the policy, noting any potential conflicts they may have, if any. During committee meetings, Board members are asked to identify any potential conflicts of interest if they arise and those are dealt with by the committee chairman at that time. Form 990, Part VI, Section B, line 15 The Board Chairman is annually provided with a compensation history for the CEO. He is also provided with a performance evaluation form to complete for the CEO as well as the most recent salary comparability data available from independent sources, like the Council on Foundations. These documents are used by the Chairman to review the CEO's performance with the Executive Committee (in executive session) and to determine a compensation amount for the CEO for that year. For key employees, the process is similar except that the independent review official is the CEO. The CEO uses comparable salary information provided by the independent Council on Foundations as well as performance appraisal information to make salary adjustment determinations. The latter are proposed by the CEO and approval, in turn, by the Finance Committee, the Executive Committee and the full Board of Directors as part of the annual budget determination. Form 990, Part VI, Section C, line 19 Governing documents, conflict of interest policy and financial statements are available to the public upon request. Financial statements are also published in the foundation's annual report, which is available online. Form 990, Part XI, line 9: Change in Agency Endowment Funds -1,106,473. Duff & Phelps Real Estate Securities Trust 20 Trafalgar Square Suite 449 Nashua NH 03063 306070384 See Part VII Supplemental Information NH Related 0 0 0 0 0 0.00000 Barrow Hanley Mewhinney & Strauss Core Fixed Income Fund 200 Clarendon Street 52nd Floor Boston MA 02116 016233058 See Part VII Supplemental Information MA Related 0 8 4949854 0 0 0.07890 Kayne Anderson MLP Fund LP 1800 Avenue of the Stars 3rd Floor Los Angeles CA 90067 611437017 See Part VII Supplemental Information CA Unrelated 0 5 2933221 0 0 0.04670 Barrow Hanley Mewhinney & Strauss High Yield Fixed Income Fund 200 Trafalgar Square Suite 449 boston MA 02116 016233058 See Part VII Supplemental Information MA Related 0 1 608266 0 0 0.00960 Vontobel Global Emerging Markets Fund 1540 Broadway 38th Floor New York NY 10036 562644355 See Part VII Supplemental Information NY Related 0 7 4298430 0 0 0.06850 Amberbrook VI LLC 25 East 86th Street New York NY 10028 900806597 See Part VII Supplemental Information NY Related 0 3 1880273 0 0 0.03000 Kinder Morgan Energy Partners LP 1001 Louisiana Street Suite 1000 Houston TX 77002 760380342 See Part VII Supplemental Information TX Unrelated 0 0 50063 0 0 0.00800 Plains All American Pipeline LP 333 Clay Street Suite 1600 Houston TX 77002 760582150 See Part VII Supplemental Information TX Unrelated 0 0 101166 0 0 0.00160 Energy Transfer Partners 3738 OakLawn Dallas TX 75219 731493906 See Part VII Supplemental Information TX Unrelated 0 0 61474 0 0 0.00100 Line 1 thru Line 8 Line 1 Duff & Phelps Real Estate Securities Trust's primary activity is investing primarily in real estate investment trusts for the investment objective of capial appreciation and income. Line 2 Barrow, Hanley, Mewhinney & Strauss Core Fixed Income Fund's primary activity is investing in stocks, bonds and any other securities. The investment objective is income. Line 3 Kayne Anderson MLP Fund, LP's primary activity is investing in the marketable securities of issuers of energy-related master limited partnerships, MLP affiliates, and other midstream or infrastructure energy companies, particularly those participating in the business of operating oil and gas pipelines, terminals and storage facilities. The investment objective is to provide high reurns with capital preservation. Line 4 Barrow, Hanley, Mewhinney & Strauss High Yield Fixed Income Fund's primary activity is investing in oppurtunistic selection of securities. The investment objective is income. Line 5 Vontobel's primary activity is seeking high quality growth at sensible prices generating consistently attractive risk-adjusted long-term performance. Line 6 Amberbrook acquires interests in venture capital, buyout, and other private capital funds in secondary market transactions. The investment objective is income. Line 7 Kinder Morgan's primary activity is owning or operating petroleum product, natural gas, and carbon dioxide pipelines, related storage facilities, terminals, power plants and retail natural gas in the US and Canada. The investment objective is income. Line 8 Plains All American's primary activity is investing in the oil pipeline transportation, marketing, and storage business in the US. The investment objective is income. Line 9 Energy Transfer Ptnrs primary activity is investing in the oil pipeline transportation, marketing, and storage business in the US. The investment objective is income.