2014-11-05T17:01:30-06:00 2013-12-31 750882037 BOLINGER SEGARS GILBERT AND MOSS LLP 8215 NASHVILLE AVENUE LUBBOCK TX 79423 990 2013-01-01 134281766 COSERV CHARITABLE FOUNDATION COSE 9403217800 7701 SOUTH STEMMONS FREEWAY CORINTH TX 762101842 DONNIE CLARY SECRETARY/TREASURER 9403217800 2014-10-28 1 MATT R WILLIS P00419741 8067473806 2014-10-28 X 2013 2015-11-30 17:44:51Z DONNIE CLARY 7701 SOUTH STEMMONS FREEWAY CORINTH TX 762101842 873433 0 X WWW.COSERV.COM/COMMUNITY X 2004 TX TO PROVIDE CRITICAL SERVICES TO FAMILIES WITHIN THE COMMUNITY BY SPONSORING LOCAL NOT-FOR-PROFITS. 3 0 0 15 0 0 793159 862013 0 0 464 197 0 0 793623 862210 948125 860001 0 0 0 0 0 0 0 0 0 948125 860001 -154502 2209 386450 388659 0 0 386450 388659 X TO PROVIDE (1) FINANCIAL ASSISTANCE TO INDIVIDUALS AND THEIR FAMILIES THROUGH SPECIFIC ASSISTANCE AND CONTRIBUTIONS TO LOCAL CHARITIES AND COMMUNITY PROJECTS, AND (2) GRANTS TO LOCAL NOT-FOR-PROFIT ENTITIES, INCLUDING MUNICIPALITIES, THAT PROVIDE CRITICAL SERVICES TO THE COMMUNITY. 0 0 175720 175720 THE ORGANIZATION APPROVED AND DISTRIBUTED GRANTS TO 11 LOCAL VOLUNTEER FIRE DEPARTMENTS, POLICE DEPARTMENTS AND OTHER FIRST RESPONDER GROUPS FOR THE PURCHASE OF NEEDED EQUIPMENT TO PROVIDE RESPECTIVE SERVICES TO THE COMMUNITIES IN WHICH THESE GROUPS RESIDE. THESE GRANTS INCLUDED 3 DISASTER RELIEF GRANTS TO ASSIST TORNADO VICTIMS IN MOORE, OK AND GRANBURY, TX AND TO PROVIDE SUPPORT TO THE WEST, TX VOLUNTEER FIRE DEPARTMENT FOLLOWING THE DEADLY FERTILIZER PLANT EXPLOSION. 684281 684281 THE ORGANIZATION APPROVED AND DISTRIBUTED 91 GRANTS TO 69 NON-PROFIT ORGANIZATIONS IN 30 COMMUNITIES TO SUPPORT THEIR PROGRAMS AND SERVICES. 860001 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X X DONNIE CLARY TREASURER 9403217800 7701 SOUTH STEMMONS FREEWAY CORINTH TX 76210 JOE FORMAN PRESIDENT 1.50 50.00 X X 0 274147 125189 DONNIE CLARY SECRETARY-TREASURER 1.00 50.00 X X 0 325248 137075 STACIA SIMS VICE PRESIDENT 0.60 45.00 X X 0 237934 87703 0 837329 349967 0 0 1 0 0 33802 828211 862013 197 197 11223 33802 11223 0 862210 0 0 197 860001 860001 860001 860001 0 0 386450 388659 386450 388659 0 0 0 0 X 386450 388659 386450 388659 386450 388659 2209 0 X X 0 1 X 0 0 X 667091 712974 760233 793159 862013 3795470 667091 712974 760233 793159 862013 3795470 3795470 452 531 470 464 197 2114 3797584 49947 0.99940 0.99900 X 0 X 873433 11223 11223 862210 0 862210 871224 11223 11223 860001 0 860001 PART X, LINE 2: THE FOUNDATION HAS ADOPTED THE "UNCERTAIN TAX POSITIONS" PROVISIONS OF ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. THE PRIMARY TAX POSITION OF THE FOUNDATION IS ITS' FILING STATUS AS A TAX EXEMPT ENTITY. THE FOUNDATION DETERMINED THAT IT IS MORE LIKELY THAN NOT THAT THEIR TAX POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS), OR OTHER STATE TAXING AUTHORITIES. THE FOUNDATION IS NO LONGER SUBJECT TO EXAMINATIONS BY FEDERAL TAXING AUTHORITIES FOR YEARS BEFORE 2010. THERE WERE NO PENALTIES OR INTEREST RECOGNIZED DURING THE YEAR ENDED DECEMBER 31, 2013 AND 2012. PART XI, LINE 2D - OTHER ADJUSTMENTS: GOLF TOURNAMENT FUNDRAISING EXPENSES REPORTED AS SPECIAL EVENT 11,223. PART XII, LINE 2D - OTHER ADJUSTMENTS: GOLF TOURNAMENT FUNDRAISING EXPENSES REPORTED AS SPECIAL EVENT 11,223. GOLF TOURNAMENT 45025 33802 11223 11223 45025 33802 11223 11223 11223 0 1 AMERICAN RED CROSS - NORTH TEXAS REGION 4800 HARRY HINES BLVD DALLAS TX 75235 530196605 501(C)(3) 10000 DISASTER RELIEF IN GRANBURY, TX AUBREY FIRE DEPARTMENT AUXILIARY 200 W SYCAMORE STE B AUBREY TX 76227 264280070 501(C)(3) 13500 TO PURCHASE AN AFD PPE EXTRACTOR BARTONVILLE POLICE DEPT 1941 E JETER ROAD BARTONVILLE TX 76226 751986689 GOVERNMENTAL ENTITY 20899 ADVANCED PUBLIC CITATION MANAGEMENT SYSTEM BOYS AND GIRLS CLUBS OF NORTH CENTRAL TEXAS 303 ALAMO AVENUE LAKE DALLAS TX 75065 752440493 501(C)(3) 25000 TRANSPORTATION VEHICLE BRIDGES OUTREACH OF DENTON COUNTY 1316 BLUM COURT FLOWER MOUND TX 75028 752945851 501(C)(3) 12300 EXPENSES FOR SUMMER PROGRAM CAMP SUMMIT INC 17210 CAMPBELL ROAD STE 180-W DALLAS TX 75252 752488486 501(C)(3) 20000 WORK TRUCK FOR CAMP CASA OF NORTH TEXAS INC 309 SOUTH COMMERCE GAINESVILLE TX 76240 752794068 501(C)(3) 5000 SUPPORT VOLUNTEER RECRUITMENT CHILDREN'S ADVOCACY CENTER OF COLLIN COUNTY 2205 LOS RIOS LANE PLANO TX 75074 752389095 501(C)(3) 25000 RECORDING EQUIPMENT CHRISTIAN COMMUNITY ACTION 200 S MILL ST LEWISVILLE TX 75067 237319371 501(C)(3) 85012 BILL PAYMENT ASSISTANCE, YOUTH IN MOTION SUPPLIES, FANS, AC UNITS, BLANKETS, HEATERS. CHRISTIAN COMMUNITY STOREHOUSE OF KELLER PO BOX 13 KELLER TX 76248 751929755 501(C)(3) 10000 SUPPORT PROGRAMS FOR AT-RISK YOUTH CLARA LOVE PTA 16301 ELEMENTARY DRIVE JUSTIN TX 76247 741054403 501(C)(3) 23014 SNACK PACK PROGRAM COLLIN COUNTY SHERIFF'S OFFICE 2300 BLOOMDALE RD MCKINNEY TX 75071 756000873 GOVERNMENTAL ENTITY 18250 TACTICAL TRAUMA TRAINING COMMUNITY LIFELINE CENTER 503 N KENTUCKY STREET STE A MCKINNEY TX 75069 752286990 501(C)(3) 15540 FOOD SUPPLIES, BILL PAYMENT ASSISTANCE COMMUNITY SERVICES INC PO BOX 612 CORSICANA TX 75151 756051334 501(C)(3) 15481 DAILY LIVING EXPENSES, FANS, AC UNITS, BLANKETS, HEATERS CUMBERLAND PRESBYTERIAN CHILDREN'S HOME 909 GREENLEE ST DENTON TX 76201 750878543 501(C)(3) 15000 COTTAGE NEEDS, FOOD, TRANSPORTATION VOUCHERS DENTON COMMUNITY HEALTH CLINIC 3537 S 1-35E STE 203 DENTON TX 76210 453997262 501(C)(3) 15200 MEDICAL AND OFFICE EQUIPMENT DENTON COUNTY FRIENDS OF THE FAMILY INC PO BOX 640 DENTON TX 76202 751734175 501(C)(3) 11707 SIGNAGE, BLINDS, LOCKERS, SEASONAL GIFT SUPPORT FAIRVIEW FIRE RESCUE 500 S HIGHWAY 5 FAIRVIEW TX 75069 751450821 501(C)(3) 20000 ALL-TERRAIN VEHICLE FLOWER MOUND CITIZEN POLICE ACADEMY ALUMNI ASSOCIATION 4150 KIRKPATRICK LANE FLOWER MOUND TX 75028 200206087 501(C)(3) 5800 DOT COMPLIANT TRAFFIC CONES FRISCO FAMILY SERVICES PO BOX 1387 FRISCO TX 75034 752530888 501(C)(3) 44397 FINANCIAL ASSISTANCE TO MEMBERS, FOOD, FANS, AC UNITS, BLANKETS, HEATERS GIRL SCOUTS OF NORTHEAST TEXAS 6001 SUMMERSIDE DRIVE DALLAS TX 75252 751008442 501(C)(3) 11038 SUPPLIES AND CAMPERSHIPS GREATER LEWISVILLE YOUTH AND FAMILY SERVICES 601 CROSS TIMBERS 120 FLOWER MOUND TX 75020 751741284 501(C)(3) 9590 TO PURCHASE SIGNAGE, EQUIPMENT AND UPGRADES HOPE PARK FRISCO PO BOX 5085 FRISCO TX 75035 275078845 501(C)(3) 12100 SENSORY WALL IN PARK HOPE'S DOOR 820 AVE F STE 100 PLANO TX 75074 752038796 501(C)(3) 20000 SHELTER/VAN IMPROVEMENTS, FOOD, MEDICINE, SUPPLIES, TRAVEL VOUCHERS INTERFAITH MINISTRIES OF DENTON 1109 N ELM STREET DENTON TX 76201 752442459 501(C)(3) 8010 2013 THE APPLE TREE PROJECT JUSTIN ELEMENTARY PTA PO BOX 153 JUSTIN TX 76247 742551377 501(C)(3) 12000 SNACK PACK PROGRAM KRUM VOLUNTEER FIRE DEPARTMENT PO BOX 217 KRUM TX 76249 751426220 501(C)(3) 25000 EXTRICATION EQUIPMENT AND STRUTS KRUM YOUTH SPORTS ASSOCIATION PO BOX 911 KRUM TX 76249 721604500 501(C)(3) 5000 YOUTH SPORTS EQUIPMENT/SUPPLIES LEGACY COUNSELING CENTER 4054 MCKINNEY AVE STE 102 DALLAS TX 75204 752296536 501(C)(3) 5000 GRACE PROJECT CONFERENCE SCHOLARSHIPS LITTLE ELM POLICE DEPARTMENT 88 W ELDORADO PARKWAY LITTLE ELM TX 75068 751360556 GOVERNMENTAL ENTITY 23014 LIVESCAN BOOKING STATION MAKE-A-WISH FOUNDATION OF NORTH TEXAS 6655 DESEO IRVING TX 75039 751889666 501(C)(3) 7000 SPONSOR A WISH FOR CHRISTA MANEGAIT 3160 N CUSTER ROAD MCKINNEY TX 75071 261525268 501(C)(3) 15000 REFURBISH STRUCTURE TO HOUSE PROGRAM NORTH TEXAS FOOD BANK 4500 S COCKRELL HILL ROAD DALLAS TX 75236 751785357 501(C)(3) 12000 RETHINK HUNGER CAMPAIGN PARKER VOLUNTEER FIRE DEPT 5700 E PARKER ROAD PARKER TX 75002 751989398 501(C)(3) 20000 OFF-ROAD EMS VEHICLE PEDIPLACE INC 502 SOUTH OLD ORCHARD STE 126 LEWISVILLE TX 75067 752512752 501(C)(3) 35000 PURCHASE SUPPLIES, PAY LAB FEES, PROVIDE EQUIPMENT RANCH HAND RESCUE 882 HIGHWAY 377 SOUTH ARGYLE TX 76226 264610450 501(C)(3) 10000 MEDICAL CARE FOR ANIMALS RIDING UNLIMITED INC 9168 T N SKILES ROAD PONDER TX 76259 752331905 501(C)(3) 14250 ENHANCEMENTS AND COMPUTERS RSVP SERVING DENTON COUNTY 1316 E MCKINNEY STREET DENTON TX 76207 751959671 501(C)(3) 12000 SUPPORT RECRUITMENT/PR SANTA'S ELVES OF LITTLE ELM 100 W ELDORADO PKWY LITTLE ELM TX 75068 611546914 501(C)(3) 5000 HOLIDAY TOYS AND GIFTS SEARCH ONE RESCUE TEAM PO BOX 294398 LEWISVILLE TX 75029 752022717 501(C)(3) 10056 REFURBISH COMMAND & CONTROL CENTER SNOWBALL EXPRESS 1333 CORPORATE DRIVE STE 105 IRVING TX 75038 205627830 501(C)(3) 5000 MILITARY FAMILY SUPPORT SOLUTIONS OF NORTH TEXAS PO BOX 448 DENTON TX 76202 264401124 501(C)(3) 5000 TO SUPPORT PROPERTY MAINTENANCE SPAN INC 1800 MALONE STREET DENTON TX 76201 751497010 501(C)(3) 20000 FOOD FOR MEALS ON WHEELS SPECIAL ABILITIES OF NORTH TEXAS 1960 ARCHER WAY LEWISVILLE TX 75077 752480904 501(C)(3) 12000 TO PURCHASE MEALS AND SNACKS FOR CLIENTS SPIRITHORSE THERAPEUTIC RIDING CENTER 1960 POST OAK DRIVE CORINTH TX 76210 043609719 501(C)(3) 14963 RAINWWATER COLLECTION SYSTEM SUSAN G KOMEN RACE FOR THE CURE PO BOX 261730 PLANO TX 75026 752356437 501(C)(3) 7500 SPONSORSHIPS FOR RACES OKLAHOMA ASSOCIATION OF COOPERATIVES PO BOX 54309 OKLAHOMA CITY OK 73154 730556236 501(C)(12) 5000 DISASTER RELIEF IN OKLAHOMA CITY TEXAS NEIGHBORHOOD SERVICES PO BOX 1045 WEATHERFORD TX 76086 751224978 501(C)(3) 5868 DAILY LIVING EXPENSES, FANS, AC UNITS, BLANKETS, HEATERS THE COLONY COMMUNITY DEVELOPMENT CORPORATION 5151 NORTH COLONY BLVD THE COLONY TX 75056 751570670 501(C)(3) 15000 PRAIRIE HOUSE SENSORY GARDEN THE COLONY PUBLIC LIBRARY 6800 MAIN STREET THE COLONY TX 75056 751570670 GOVERNMENTAL ENTITY 7875 TUTOR.COM PROGRAM TOWN OF CROSS ROADS 1401 FM 424 CROSS ROADS TX 76227 752232006 GOVERNMENTAL ENTITY 20000 OUTFIT PATROL CAR WEST VOLUNTEER FIRE DEPT 111 SOUTH REAGAN ST WEST TX 76691 746002549 501(C)(3) 10000 DISASTER RELIEF SUPPORT YMCA OF METROPOLITAN DALLAS 3415 W MAIN ST FRISCO TX 75034 750800696 501(C)(3) 10000 2013 PARTNERS CAMPAIGN YMCA OF METROPOLITAN DALLAS - CROSS TIMBERS BRANCH 2021 CROSS TIMBERS ROAD FLOWER MOUND TX 75028 750800696 501(C)(3) 10000 PARTNERS CAMPAIGN 53 1 PART I, LINE 2: ALL GRANTS AND OTHER ASSISTANCE ARE AWARDED BY THE FOUNDATION'S BOARD OF DIRECTORS. AWARDS ARE BASED ON EITHER EMERGENCY AND SEASONAL NEEDS OR APPLICATIONS SUBMITTED BY GOVERNMENTAL AND NON-PROFIT ORGANIZATIONS. ALL REQUESTING ORGANIZATIONS ARE REQUIRED TO COMPLETE A BASIC APPLICATION AND SUBMIT A TYPED NARRATIVE OF THE ORGANIZATION'S STATEMENT OF PURPOSE, PROJECT DESCRIPTION, PROJECT GOALS/OBJECTIVES, AND EXPLANATION OF HOW FUNDS WILL BE USED. ADDITIONALLY, THE REQUESTING ORGANIZATION, WHERE APPLICABLE, MUST PROVIDE AN IRS TAX-EXEMPT DETERMINATION LETTER, THEIR CURRENT YEAR'S BUDGET/CASH FLOW STATEMENT, MOST RECENT FORM 990 FILED, A LIST OF THE ORGANIZATION'S BOARD OF DIRECTORS, THE ORGANIZATION'S MOST RECENT ANNUAL REPORT AND LAST TWO AUDIT REPORTS, AND THREE LETTERS OF RECOMMENDATION. 0 1 0 0 0 0 0 0 0 JOE FORMAN PRESIDENT 0 243500 0 11378 0 19269 0 100014 0 25175 0 399336 0 0 DONNIE CLARY SECRETARY-TREASURER 0 293804 0 16504 0 14940 0 104162 0 32913 0 462323 0 0 STACIA SIMS VICE PRESIDENT 0 210716 0 13218 0 14000 0 66009 0 21694 0 325637 0 0 PART I, LINE 4B THE FOLLOWING INDIVIDUAL PARTICIPATES IN A SECTION 457(F) NON-QUALIFIED DEFERRED COMPENSATION (NQDC) PLAN. THE AMOUNT LISTED REPRESENTS THE ACTUARIAL INCREASE ASSOCIATED WITH PARTICIPATION IN THE PLAN. DONNIE CLARY - $39,787 FORM 990, SCHEDULE J, PART II ALL COMPENSATION REPORTED ON SCHEDULE J PART II IS RELATED TO THE DIRECTORS EMPLOYMENT WITH DENTON COUNTY ELECTRIC COOPERATIVE, INC. PER THE BY-LAWS NO DIRECTOR OR MEMBER OF ANY COMMMITTEE OF THE BOARD MAY BE PAID COMPENSATION FOR HIS/HER SERVICE AS A DIRECTOR OR COMMITTEE MEMBER OF THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 2 DIRECTORS DONNIE CLARY, JOE FORMAN, AND STACIA SIMS ARE EMPLOYEE OFFICERS OF DENTON COUNTY ELECTRIC COOPERATIVE (DBA COSERV ELECTRIC). COSERV ELECTRIC IS A RELATED ENTITY OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FORM 990 WILL BE PRESENTED TO THE BOARD FOR DISCUSSION AND REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, BOARD MEMBERS MUST DISCLOSE THE EXISTENCE AND NATURE OF HIS OR HER FINANCIAL INTEREST AND MUST BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION ARRANGEMENT. THE CONFLICT OF INTEREST POLICY IS REVIEWED ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION POSTS THE PRIOR YEAR'S AUDITED FINANCIAL STATEMENTS, THE MOST CURRENT MONTH'S UNAUDITED FINANCIAL STATEMENT, THE MOST CURRENT FORM 990, THE FOUNDATION'S CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS, AND IRS EXEMPTION LETTER ON ITS WEBSITE. ADDITIONALLY, THE FOUNDATION WILL PROVIDE A COMPLETE COPY OF THEIR AUDITED FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, OR GOVERNING DOCUMENTS TO ANYONE WHO REQUESTS A COPY. FORM 990, PART XII, LINE 2C THE BOARD AS A WHOLE IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTING THE INDEPENDENT FINANCIAL STATEMENT AUDITOR. DENTON COUNTY ELECTRIC COOPERATIVE INC DBA COSERV ELECTRIC 7701 SOUTH STEMMONS FREEWAY CORINTH TX 76210 750233075 TO PROVIDE ELECTRIC SERVICE TO MEMBERS AT COST ON A COOPERATIVE BASIS. TX 501(C)(12) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 DENTON COUNTY ELECTRIC COOP INC DBA COSERV ELECTRIC - NA 50000 N DONATED AT NO CHARGE DENTON COUNTY ELECTRIC COOP INC DBA COSERV ELECTRIC - NA 50000 O DONATED AT NO CHARGE