INSPIRE BRANDS FOUNDATION INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- INSPIRE BRANDS FOUNDATION INC (EIN 58-1692997)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201441359349302329
- Schema version
- 2013v3.1
- Note
- A later return for the same period supersedes this one.
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T09:05:03-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 PEACHTREE STREET SUITE 1200 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30309 | 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 | 581692997 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Arby's Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % UTA BELVIN | InCareOfNm |
| Business Name Control | ARBY | BusinessNameControlTxt |
| Phone | 6785145163 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1155 Perimeter Center West | AddressLine1 |
| Address Line2 | Suite 1200 | AddressLine2 |
| City | Atlanta | City |
| State | GA | State |
| ZIP Code | 30338 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Rob Lynch | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Phone | 6785145151 | PhoneNum |
| Signature | 2014-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jennifer FitzGerald | PreparerPersonNm |
| Phone | 4043302000 | PhoneNum |
| 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) |
|---|---|---|
| Principal Officer | Rob Lynch | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1155 Perimeter Center West | AddressLine1 |
| City | Atlanta | City |
| State | GA | State |
| ZIP Code | 30338 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,195,893 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.arbysfoundation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | WORKING TO END CHILDHOOD HUNGER IN AMERICA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 832 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,682,119 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,111,883 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $469,134 | PYInvestmentIncomeAmt |
| CY Investment Income | $935,131 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$88,578 | PYOtherRevenueAmt |
| CY Other Revenue | -$30,099 | CYOtherRevenueAmt |
| PY Total Revenue | $5,062,675 | PYTotalRevenueAmt |
| CY Total Revenue | $6,016,915 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,866,083 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,555,656 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $805,213 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $821,404 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $498,876 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,040,820 | PYOtherExpensesAmt |
| CY Other Expenses | $1,050,451 | CYOtherExpensesAmt |
| PY Total Expenses | $9,712,116 | PYTotalExpensesAmt |
| CY Total Expenses | $8,427,511 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,649,441 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,410,596 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,153,979 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,013,666 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,157,839 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,906,683 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,996,140 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,106,983 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | see schedule O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $6,069,842 | ExpenseAmt |
| Grant | $6,069,842 | GrantAmt |
| Desc | Share Our Strength - services include funds contributed to Share our Strength's mission and initiatives. In 2013, the Arby's Foundation pledged $4 million over 4 years to Schools Out Food's in, a summer innovation strategy that will focus on solutions for connecting more meals to kids when school is not in session. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $393,761 | ExpenseAmt |
| Desc | Summer Mobile Tour - See schedule O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $227,848 | ExpenseAmt |
| Grant | $227,848 | GrantAmt |
| Desc | Community Outreach - Services include funds and goods provided to initiatives that primarily support Atlanta, Georgia and surrounding areas. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $553,901 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $257,966 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $7,245,352 | 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 | false | 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 | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | 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 | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | 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 | false | 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 | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | 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 | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UTA BELVIN | PersonNm |
| Phone | 6785145151 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1155 PERIMETER CENTER WEST STE 120 | AddressLine1 |
| City | Atlanta | City |
| State | GA | State |
| ZIP Code | 30338 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Hala Moddelmog | ||||||
| Chairman (Through Nov 2013) | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Danton Nolan | ||||||
| Treasurer | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Jo Ann Herold | ||||||
| Vice Chair (Through May 2013) | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Rob Lynch | ||||||
| Chairman (Eff Nov 2013) | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Scott Boatwright | ||||||
| VC/Secretary(Eff May 2013) | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Andy D'Agosto | ||||||
| Director | 2.0 | Yes (X) | $0 | $0 | $0 | |
| Susan Adzick | ||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Claire Arnold | ||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Ed Baker | ||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Bill Bolling | ||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Karen Bremer | ||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Paul Brown | ||||||
| Director (Eff Nov 2013) | 1.0 | Yes (X) | $0 | $0 | $0 | |
| David Cox | ||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |
| John Davis | ||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Terri Evans | ||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Troy Foote | ||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |
| James Kennedy | ||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Steve Lanham | ||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Linda Matzigkeit | ||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Harold Martin Jr | ||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |
| William Pate | ||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Chuck Sliker | ||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Kathryn Atwood | ||||||
| Executive Director | 40.0 | Yes (X) | $146,505 | $0 | $10,679 | |
| Colby Lindsary | ||||||
| Director of Finance | 40.0 | Yes (X) | $124,221 | $0 | $19,962 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $270,726 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $30,641 | 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 | NONE | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Address | ContractorAddress |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,036,735 | FundraisingAmt |
| All Other Contributions | $4,075,148 | AllOtherContributionsAmt |
| Noncash Contributions | $75,228 | NoncashContributionsAmt |
| Total Contributions | $5,111,883 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $301,863 | TotalRevenueColumnAmt |
| Exclusion | $301,863 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,592,595 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,958,087 | SecuritiesAmt |
| Other | $1,240 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $634,508 | SecuritiesAmt |
| Other | -$1,240 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $633,268 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$1,240 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $634,508 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $189,552 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,036,735 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $219,651 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$30,099 | TotalRevenueColumnAmt |
| Exclusion | -$30,099 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,016,915 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$1,240 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $906,272 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,555,656 | TotalAmt |
| Program Services | $6,555,656 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $301,367 | TotalAmt |
| Program Services | $95,265 | ProgramServicesAmt |
| Management And General | $124,162 | ManagementAndGeneralAmt |
| Fundraising | $81,940 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $415,529 | TotalAmt |
| Program Services | $134,825 | ProgramServicesAmt |
| Management And General | $166,780 | ManagementAndGeneralAmt |
| Fundraising | $113,924 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,711 | TotalAmt |
| Program Services | $12,772 | ProgramServicesAmt |
| Management And General | $26,666 | ManagementAndGeneralAmt |
| Fundraising | $13,273 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,797 | TotalAmt |
| Program Services | $17,113 | ProgramServicesAmt |
| Management And General | $20,808 | ManagementAndGeneralAmt |
| Fundraising | $13,876 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,894 | TotalAmt |
| Management And General | $161,894 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,075 | TotalAmt |
| Program Services | $48,626 | ProgramServicesAmt |
| Management And General | $88,002 | ManagementAndGeneralAmt |
| Fundraising | $12,447 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,935 | TotalAmt |
| Program Services | $64,718 | ProgramServicesAmt |
| Management And General | $73 | ManagementAndGeneralAmt |
| Fundraising | $144 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,373 | TotalAmt |
| Program Services | $1,016 | ProgramServicesAmt |
| Management And General | $2,260 | ManagementAndGeneralAmt |
| Fundraising | $97 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,075 | TotalAmt |
| Program Services | $12,869 | ProgramServicesAmt |
| Management And General | $16,337 | ManagementAndGeneralAmt |
| Fundraising | $12,869 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,304 | TotalAmt |
| Program Services | $88,190 | ProgramServicesAmt |
| Management And General | $7,567 | ManagementAndGeneralAmt |
| Fundraising | $547 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,930 | TotalAmt |
| Program Services | $15,930 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,042 | TotalAmt |
| Program Services | $101,506 | ProgramServicesAmt |
| Management And General | $23,536 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,259 | TotalAmt |
| Program Services | $14,109 | ProgramServicesAmt |
| Management And General | $24,150 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE | Desc |
| Total | $353,564 | TotalAmt |
| Program Services | $82,757 | ProgramServicesAmt |
| Management And General | $21,048 | ManagementAndGeneralAmt |
| Fundraising | $249,759 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,427,511 | TotalAmt |
| Program Services | $7,245,352 | ProgramServicesAmt |
| Management And General | $683,283 | ManagementAndGeneralAmt |
| Fundraising | $498,876 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $675,422 | BOYAmt |
| EOY | $1,801,985 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,136 | BOYAmt |
| EOY | $184,935 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,000 | BOYAmt |
| EOY | $30,111 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $584,573 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $405,338 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $260,241 | BOYAmt |
| EOY | $179,235 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,048,180 | BOYAmt |
| EOY | $8,817,400 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,153,979 | BOYAmt |
| EOY | $11,013,666 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,091 | BOYAmt |
| EOY | $165,673 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,379 | BOYAmt |
| EOY | $21,274 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,985,369 | BOYAmt |
| EOY | $4,719,736 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,157,839 | BOYAmt |
| EOY | $4,906,683 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,996,140 | BOYAmt |
| EOY | $6,106,983 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,996,140 | BOYAmt |
| EOY | $6,106,983 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,153,979 | BOYAmt |
| EOY | $11,013,666 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,410,596 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $521,439 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| 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 | $5,820,185 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,195,730 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,571,043 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,682,119 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,111,883 | CurrentTaxYearAmt |
| Total | $24,380,960 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,820,185 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,195,730 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,571,043 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,682,119 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,111,883 | CurrentTaxYearAmt |
| Total | $24,380,960 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $309,681 | SubstantialContributorsTotAmt |
| Public Support Total170 | $24,071,279 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $281,003 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $327,980 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $281,561 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $312,092 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $301,863 | CurrentTaxYearAmt |
| Total | $1,504,499 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $206,568 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $193,458 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $124,198 | CurrentTaxYearMinus2YearsAmt |
| Total | $524,224 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $26,409,683 | TotalSupportAmt |
| Public Support CY170 | 0.91146 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91140 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,315,821 | BeginningYearBalanceAmt |
| Contributions | $1,168,979 | ContributionsAmt |
| Investment Earnings Or Losses | $1,457,810 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,315,531 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $161,894 | AdministrativeExpensesAmt |
| End Year Balance | $4,465,185 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,428,016 | BeginningYearBalanceAmt |
| Contributions | $500,000 | ContributionsAmt |
| Investment Earnings Or Losses | $940,785 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,434,666 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $118,314 | AdministrativeExpensesAmt |
| End Year Balance | $6,315,821 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,701,252 | BeginningYearBalanceAmt |
| Contributions | $250,000 | ContributionsAmt |
| Investment Earnings Or Losses | $120,389 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $524,600 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,380 | OtherExpendituresAmt |
| Administrative Expenses | $111,645 | AdministrativeExpensesAmt |
| End Year Balance | $8,428,016 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,203,978 | BeginningYearBalanceAmt |
| Contributions | $1,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | $987,027 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $400,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,207 | OtherExpendituresAmt |
| Administrative Expenses | $84,546 | AdministrativeExpensesAmt |
| End Year Balance | $8,701,252 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,031,484 | BeginningYearBalanceAmt |
| Contributions | $950,000 | ContributionsAmt |
| Investment Earnings Or Losses | $961,353 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $675,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,597 | OtherExpendituresAmt |
| Administrative Expenses | $60,262 | AdministrativeExpensesAmt |
| End Year Balance | $7,203,978 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $584,573 | OtherCostOrOtherBasisAmt |
| Depreciation | $405,338 | DepreciationAmt |
| Book Value | $179,235 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $179,235 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL LEASE OBLIGATION | $142,915 |
| GEORGIA COMMUNITY INV OBLIGATION | $1,921,404 |
| SUMMER INNOVATION INV OBLIGATION | $2,655,417 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,719,736 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,759,245 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $521,439 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $521,439 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,237,806 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$220,891 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$220,891 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,016,915 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,648,402 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $220,891 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $220,891 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,427,511 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $8,427,511 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Reconciliation of Revenue | SPECIAL EVENT EXPENSES $219,651 Disposal of Fixed Assets $ 1,240 Total $220,891 |
| Other Reconciliation of Expenses | SPECIAL EVENT EXPENSES $219,651 Disposal of Fixed Assets $ 1,240 Total $220,891 |
| Schedule D, Part V, Line 4 | The intended use of the Arby's Foundation Endowment fund is to provide financial resources to further the organization's tax exempt purpose. |
| Schedule D, Part X, Line 2 | The Foundation is recognized by the Internal Revenue Service as being exempt from Federal and state income taxes under the provisions of Section 501(c)(3) of the Internal Revenue Code (the "IRC") as a publicly supported organization. U.S. GAAP requires an asset and liability approach to financial accounting and reporting for income taxes. Deferred income tax assets and liabilities are computed annually for the difference between the financial statement and tax basis of assets and liabilities that will result in taxable or deductible amounts in the future based on enacted tax laws and rates. Valuation allowances are established when necessary to reduce the deferred income tax assets to an amount that is more likely than not to be realized. The Foundation is subject to IRC Section 511(a) for income taxes on unrelated business income. The Foundation has reported on its Form 990-T, the return to report unrelated business income, approximately $750,000 of net operating loss carry forwards. These net operating losses may be available to offset future unrelated business income. These net operating losses will expire between 2023 to 2026. These net operating losses resulted in approximately $255,000 of deferred income tax assets which are fully reserved for with a valuation allowance. Management does not believe it is more likely than not the future benefits of the net operating losses will be recognized. The Foundation recognizes the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by the taxing authority, based on the technical merits of the position. As of December 31, 2013 and 2012, there are no known items which result in recording a liability related to uncertain tax positions. Tax years 2010 through 2013 remain subject to examination by major tax jurisdictions (US Federal, state and local authorities). |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Partner Program | NameOfEvent1Amt |
| Gross Receipts Event1 | $1,226,287 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,036,735 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $189,552 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $5,293 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $56,033 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $84,917 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,675 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $71,733 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $1,226,287 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,036,735 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $189,552 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $5,293 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $56,033 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $84,917 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,675 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $71,733 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $219,651 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$30,099 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (11 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Share Our Strength | ||||||||
| PO Box 75475 | Baltimore | MD | 212755475 | 521367538 | 501(c)(3) | $6,069,842 | FMV | See Part IV |
| Georgia Food bank Association | ||||||||
| 732 Joseph E Lowery Blvd | Atlanta | GA | 30318 | 582374577 | 501(c)(3) | $161,014 | FMV | See Part IV |
| Atlanta Community Food bank | ||||||||
| 732 Joseph E Lowery Blvd | Atlanta | GA | 30318 | 581376648 | 501(c)(3) | $25,000 | FMV | See Part IV |
| Points of Light | ||||||||
| 600 Means Street Suite 210 | Atlanta | GA | 30338 | 650206641 | 501(c)(3) | $25,000 | FMV | See Part IV |
| WXIA - Kids Who Care Campaign | ||||||||
| PO Box 637392 | Cincinnati | OH | 45263 | 132599556 | $20,833 | FMV | See Part IV | |
| Regional Food Bank of Oklahoma | ||||||||
| 3355 S Purdue | Oklahoma City | OK | 73179 | 731100380 | 501(c)(3) | $20,000 | FMV | See Part IV |
| Alliance Theatre | ||||||||
| 1280 Peachtree St NE | Atlanta | GA | 30309 | 841531066 | 501(c)(3) | $12,500 | FMV | See Part IV |
| Eblen Charities | ||||||||
| 50 Westgate Parkway | Asheville | NC | 28806 | 561758077 | 501(c)(3) | $10,000 | FMV | See Part IV |
| Madonna School | ||||||||
| 6402 N 71st Plaza | Omaha | NE | 68104 | 470491332 | 501(c)(3) | $10,000 | FMV | See Part IV |
| Unite the United Foundation | ||||||||
| 1000 Corporate Pointe Drive | Culver City | CA | 90230 | 263431933 | 501(c)(3) | $10,000 | FMV | See Part IV |
| Children's Health Care of Atlanta | ||||||||
| 1577 NE Expressway Ste A | Atlanta | GA | 30329 | 581710601 | 501(c)(3) | $7,500 | FMV | See Part IV |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE I, PART II, Line 1, Column (H) | Contributed Funds to support their mission. |
| SCHEDULE I, PART I, Line 2 | For our smaller grants, we request gift acknowledgment letters from all grantees and use these letters to confirm that any restrictions on the funding are cited in this letter. For our larger investments, we ask for the allocations of funds from the grantee. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | false | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | false | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kathryn Atwood | PersonNm |
| Title | Executive Director | TitleTxt |
| Base Compensation Filing Org | $114,478 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $30,892 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $1,135 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $5,864 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $4,815 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $157,184 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1A | FormAndLineReferenceDesc |
| Explanation | The tax indemnification and gross-up payment was for an award Kate Atwood received in the amount of $500 which was grossed-up to $815 in order for Kate to receive the full award amount. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $9,172 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp | |
| Securities Publicly Traded | SecuritiesPubliclyTradedGrp | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 127 | ContributionCnt |
| Noncash Contributions Rpt F990 | $12,035 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Tickets | 1 | $3,816 | Fair Market Value |
| Yes (X) | Marketing/POP Design | 1 | $50,205 | Fair Market Value |
| 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 (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 1 | As the charitable giving arm of Arby's Restaurant Group, Inc., the Arby's Foundation works to end childhood hunger in America with the vision that all children have access to the wholesome food they need to learn, play and grow. The Arby's Foundation focuses on ending childhood hunger on national, state and local levels by raising awareness of the issue, supporting hunger-fighting organizations, and funding innovative solutions that solve this critical problem. Since 2011, the Arby's Foundation has been a national charity partner of Share Our Strength's No Kid Hungry Campaign (NKH). As a core partner of the NKH campaign, The Arby's Foundation has contributed over $15 Million in the past three years to support NKH and other hunger-fighting organizations in the communities that Arby's serves. The Arby's Foundation specifically recognizes a tremendous need to support children during the summer months, when school breakfast and lunch is not available, and takes a leading role in helping connect kids to the meals they need while on summer break. With the goal of raising awareness of childhood hunger and increasing access to the existing free summer meal sites around the country, the Arby's Foundation provides the grassroots Hungry for Happiness summer mobile tour. As an additional tactic to raise awareness about summer meal resources available in the communities the tour visits, the Arby's Foundation funds an innovative summer meals texting program administered by Share our Strength. Extensive volunteer needs at the Hungry for Happiness tour stops allows the opportunity for Arby's employees, franchisees and suppliers to bear witness to hunger in their communities firsthand and become involved with their local hunger-relief organization. Volunteer opportunities also lead to a greater understanding of the issue and support for the Arby's Foundation's mission to end childhood hunger in America. The increased system support becomes even clearer during the execution of the Arby's Foundation's national restaurant fundraiser. For a six-week period, restaurant team members ask customers to donate $1 to end childhood hunger in exchange for a coupon. In 2013, Arby's team members and customers set a system record by raising over $3.1 million for the fight to end childhood hunger. As an industry leader in corporate philanthropy, the Arby's Foundation staff and volunteers engage thousands of people across America while utilizing employees and volunteers, supporting local hunger organizations, connecting children and families with the food resources they need, and sharing information on the growing issue of childhood hunger. To this end, Arby's and the Arby's Foundation proudly received the 2013 Restaurant Neighbor Award from the National Restaurant Association for their work to end childhood hunger in America. |
| Part III, Line 4b | Summer Mobile Tour - The Hungry for Happiness Mobile Tour is a summer program to raise awareness about childhood hunger and increase participation in free summer meal programs in communities nationwide. Summer continues to be a vulnerable time for children who rely on school breakfast and lunch during the school year. The Arby's Foundation, in partnership with Share Our Strength's No Kid Hungry Campaign, is committed to helping all kids get the food they need every day. With this goal in mind, the Arby's foundation continued the Hungry for Happiness mobile tour in 2013, where the 18-wheel Arby's foundation event vehicle traveled more than 31,000 miles to serve 7,345 meals to children across 30 major cities. |
| Part III, Line 4D | The remaining Program Services include Georgia Investment, and Disaster Relief. Georgia Investment are funds contributed and support services provided for multi-year investment of the "feeding for a promising future" campaign in the state of Georgia. Lead partners include Georgia food bank association and children's healthcare of Atlanta. Disaster Relief are funds contributed to services and programs that aid in relief efforts caused by natural and man-made disasters. |
| PART VI, SECTION B, LINE 11 | The Executive committee, executive director and Senior Manager of finance all reviewed and approved a draft of the return before it was filed. |
| PART VI, SECTION B, LINE 15A | THE COMPENSATION COMMITTEE CONDUCTS A SURVEY/STUDY AND THE FINAL AMOUNT IS APPROVED BY THE EXECUTIVE COMMITTEE. |
| PART VI, SECTION C, LINE 18 | PUBLIC INSPECTION COPY OF THE ORGANIZATION'S TAX RETURN IS AVAILABLE UPON REQUEST. |
| PART VI, SECTION C, LINE 19 | REQUESTS ARE CONSIDERED ON AN INDIVIDUAL BASIS. |
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