2014-12-15T15:38:43-06:00 2014-04-30 202153727 SB & Company LLC 200 International Circle Suite 5500 Hunt Valley MD 21030 990 2013-05-01 521170830 The Links Foundation Inc LINK 2028420123 1200 Massachusetts Avenue NW Washington DC 20005 Carolyn E Lewis National Treasurer 2028420123 2014-12-15 1 Pamela Gray P01237506 4105840060 2014-12-15 2013 2015-11-30 17:44:51Z Carolyn E Lewis 1200 Massachusetts Avenue NW Washington DC 20005 5402532 0 X WWW.LINKSINC.ORG X 1980 DC TO PROMOTE EDUCATIONAL, CIVIC, AND INTERCULTURAL ACTIVITIES. 17 15 6 500 0 0 1676470 5204523 0 0 36144 52820 105817 124560 1818431 5381903 150821 3346662 0 0 353276 337686 0 0 0 1653235 1485548 2157332 5169896 -338901 212007 9410091 9723504 3588031 3097334 5822060 6626170 PROMOTING AND ENGAGING IN EDUCATIONAL, CIVIC AND INTERCULTURAL ACTIVITIES IN ORDER TO ENRICH THE LIVES OF MEMBERS OF THE LARGER COMMUNITY. 0 0 4578542 3346662 COMMUNITY SERVICES ACTIVITIES - THE FOUNDATION HAS ESTABLISHED VARIOUS PROGRAMS TO INFLUENCE AND RAISE AWARENESS ABOUT ISSUES AFFECTING THE AFRICAN-AMERICAN COMMUNITY, LOCALLY AND ABROAD. THESE PROGRAMS ARE DESIGNATED AMOUNT FOUR MAJOR CATEGORIES - NATIONAL TRENDS AND SERVICES, INTERNATIONAL TRENDS AND SERVICES, SERVICES TO YOUTH, AND THE ARTS. THESE ISSUES INCLUDE HEALTHY LIFESTYLES, ACADEMIC, ACHIEVEMENT, ECONOMIC INDEPENDENCE, INTERNATIONAL LITERACY, ASSISTING YOUTH REALIZING THEIR FULL POTENTIAL AND ENCOURAGE APPRECIATION OF AN SUPPORT FOR CULTURAL INVOLVEMENT AND ENRICHMENT. 7395 NATIONAL ASSEMBLY - BIANNUAL MEMBERSHIP CONFERENCE TO SUPPORT EDUCATIONAL, CIVIC AND INTERCULTURAL ACTIVITIES OF OUR MEMBERS. 124560 124560 4585937 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 53 0 6 1 0 0 0 0 0 0 0 0 0 0 X 17 15 0 0 0 0 1 1 0 1 1 0 1 1 0 0 0 0 0 0 0 X The Links Foundation Inc 2028420123 1200 Massachusetts Avenue NW Washington DC 20005 MARGOT JAMES COPELAND PRESIDENT 8.00 X X 0 0 0 GLENDA NEWELL-HARRIS VICE PRESIDENT 0.00 X X 0 0 0 KIMBERLY L JEFFRIES LEONARD RECORDING SECRETARY 1.00 X X 0 0 0 KATHERINE E WILSON NATIONAL TREASURER 8.00 X X 0 0 0 CAROLYN E LEWIS FINANCIAL SECRETARY 2.00 X X 0 0 0 MARGARET WINN NATIONAL PARLIAMENTARIAN 1.00 X X 0 0 0 SANDRA J HARRIS CENTRAL AREA REP. 2.00 X 0 0 0 BESSIE A ISOM SOUTHERN AREA REP. 2.00 X 0 0 0 SUSAN M JOHNSON WESTERN AREA REP. 2.00 X 0 0 0 GAIL JOHNSON EASTERN AREA REP. 2.00 X 0 0 0 NANCY S WHITING CHAIR, BUILDING OPERATIONS 4.00 X 0 0 0 VIVIAN R PICKARD CHAIR, CORPORATE LINKAGES 3.00 X 0 0 0 MARCELLA JONES CHAIR, FUND DEVELOPMENT 3.00 X 0 0 0 ERIKA N SALTER CO-CHAIR, FUND DEVELOPMENT 2.00 X 0 0 0 SHERRI B GRAY GENERAL COUNSEL 2.00 X 0 0 0 TEREE CALDWELL-JOHNSON PHILANTHROPY 3.00 X 0 0 0 ERIS SIMS EXECUTIVE DIRECTOR 20.00 X X 60000 0 0 60000 0 0 0 0 0 0 0 449110 4755413 5204523 55281 55281 96195 0 96195 96195 96195 18168 20629 -2461 -2461 -2461 Other income 900099 28365 28365 28365 5381903 28365 0 149015 3346662 3346662 63180 31590 31590 206334 103167 103167 2710 1355 1355 43726 21863 21863 21736 10868 10868 28000 7724 20276 145852 40234 105618 91871 11471 80400 153215 69282 83933 42674 28233 14441 5101 5101 59916 59916 336929 336929 68309 68309 Program Expenses 454865 454865 Licenses, Fees, Permits 97413 61278 36135 Other Expenses 903 903 Contributions 500 500 5169896 4585937 583959 0 1430800 2038894 214649 190244 117195 99164 13603 113829 8517327 2319181 6520677 6198146 1113167 1083227 9410091 9723504 128589 225758 1314207 1154396 1446300 1396502 698935 320678 3588031 3097334 X 4210073 4562233 1162853 1570643 449134 493294 5822060 6626170 9410091 9723504 212007 -17753 609856 0 X X 0 1 X 1 0 X 2155542 1903548 4144275 1676470 5204523 15084358 85500 85500 2155542 1903548 4144275 1761970 5204523 15169858 0 0 0 15169858 36361 8766 96482 161335 151476 454420 36361 8766 96482 161335 151476 454420 53000 38685 165858 20317 28365 306225 2244903 1950999 4406615 1943622 5384364 15930503 0.95230 0.94380 0.02850 0.02450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 449134 35293 8867 493294 1.00000 0 0 529583 529583 7340500 2059629 5280871 176571 112976 63595 470673 146576 324097 6198146 Due to The Links, Inc. 320678 320678 X 5364150 -17753 -17753 5381903 0 5381903 5169896 0 5169896 0 5169896 Part V, Line 4: The goal of the Foundation's endowment investment policy is to produce maximum long-range total return while safeguarding capital and avoiding inappropriate risks. The overall objectives of the investment policy are preservation of capital, capital appreciation, consistency of return and diversification. The distribution of assets shall be in the range of 35% to 65% in fixed income instruments and in the range of 35% to 65% in debt and equities. Debt securities shall be limited to federal agency, federally insured obligations or investment grade corporate bonds. There shall be no investment transactions involving stock options, short sales, purchases on margin, letter stocks, commodities or venture capital. The Foundation shall not make any investments that are inconsistent with the terms of its charter or which would jeopardize its tax-exempt status. Part X, Line 2: The Foundation is exempt from Federal income taxes under Section 501(c)(3) of the Internal Revenue Code and is recognized as such by the Internal Revenue Service. The Foundation has also been classified as an entity that is not a private foundation within the meaning of Section 509(a)(3). The provisions included in accounting principles generally accepted in the United States of America provide consistent guidance for the accounting for uncertainty in income taxes recognized in an entity's financial statements and prescribe a threshold of "more likely than not" for recognition of tax positions taken or expected to be taken in a tax return. The Foundation performed an evaluation of uncertain tax positions as of April 30, 2014, and determined that there were no matters that would require recognition in the financial statements or which may have any effect on its tax-exempt status. As of April 30, 2014, the statute of limitations for fiscal years 2011 through 2014 remains open with the U.S. Federal jurisdiction or the various states and local jurisdictions in which the Foundation files tax returns. 0 Community Foundation of Greater Memphis 1900 Union Avenue Memphis TN 38104 581723645 501c3 550000 Support Civil Rights Museum and Lorraine Endowment Fund/Charitable Purposes defined by IRS code National Merit Scholarship Corp 1560 Sherman Avenue Suite 200 Evanston IL 602014897 362307745 501c3 11340 Scholarships Azalea Chapter P O Box 723844 Atlantia GA 31139 582512964 501c3 20025 Charitable Purposes Defined by IRS Code Baton Rouge Chapter Po Box 447 Baton Rouge LA 70821 720819833 501c3 7000 Charitable Purposes Defined by IRS Code Birmingham Chapter PO Box 12071 Birmingham AL 35202 636057609 501c3 22355 Charitable Purposes Defined by IRS Code Brevard County Chapter 2818 Trails At Hidden Hbr Merritt Is FL 329524185 591921572 501c3 10244 Charitable Purposes Defined by 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566063150 501c3 5397 Charitable Purposes Defined by IRS Code Fort Lauderdale Chapter PO BOX 100547 Ft Lauderdale FL 33310 237434618 501c3 17180 Charitable Purposes Defined by IRS Code Treasure Coast (FL) Chapter P O Box 880402 Port St Luice FL 34988 591765055 501c3 5100 Charitable Purposes Defined by IRS Code La Capitale Chapter 5334 Belle Fountaine Ct Baton Rouge LA 70820 721070058 501c3 5675 Charitable Purposes Defined by IRS Code Magnolia Chapter 1924 Wynhurst Xing Stone Mtn GA 30088 581949931 501c3 78202 Charitable Purposes Defined by IRS Code New Orleans Chapter PO BOX 8232 Metairie LA 70011 726023675 501c3 14000 Charitable Purposes Defined by IRS Code North Broward County Chapter 3499 Oaks Way Apt 117 Pompano Beach FL 33069 650389951 501c3 24053 Charitable Purposes Defined by IRS Code Piedmont Chapter PO BOX 1672 Gastonia NC 28053 581465453 501c3 17406 Charitable Purposes Defined by IRS Code Pontchartrain Chapter PO BOX 50832 New Orleans LA 70150 721188737 501c3 18000 Charitable Purposes Defined by IRS Code Tallahassee Chapter 9001 Shoal Creek Dr Tallahassee FL 32312 596190745 501c3 6660 Charitable Purposes Defined by IRS Code West Palm Beach Chapter 2655 N Ocean Dr Suite 502 Riviera Beach FL 33404 650439884 501c3 16225 Charitable Purposes Defined by IRS Code Southern Area 701 Gentilly Blvd New Orleans LA 70122 720944203 501c3 30000 Charitable Purposes Defined by IRS Code Ann Arbor (MI) Chapter PO BOX 7346 Ann Arbor MI 48107 382861256 501c3 29850 Charitable Purposes Defined by IRS Code Central Area 4346 Hidden Orchard Lane Indianapolis IN 46228 319570258 501c3 32766 Charitable Purposes Defined by IRS Code Central Illinois Chapter 204 S Williamsburg Dr Bloomington IL 61704 510210829 501c3 20860 Charitable Purposes Defined by IRS Code Chattanooga Chapter PO BOX 23543 Chattanooga TN 37422 621093217 501c3 37000 Charitable Purposes Defined by IRS Code Circle City Chapter 7115 Royal Oakland Dr Indianapolis IN 46236 351857011 501c3 5195 Charitable Purposes Defined by IRS Code Columbus (OH) Chapter 448 Meacham Run Ct Westerville OH 43081 316067895 501c3 75576 Charitable Purposes Defined by IRS Code Dayton (OH) Chapter 2073 Echoing Oaks Cir Dayton OH 45414 316049396 501c3 45279 Charitable Purposes Defined by IRS Code Greater Kansas City Chapter 5848 Edgewater Dr Overland Park KS 66223 436049691 501c3 8900 Charitable Purposes Defined by IRS Code Greater Wayne County Chapter 22614 King Richard Ct Beverly Hills MI 48025 521281071 501c3 92455 Charitable Purposes Defined by IRS Code Hoffman Estates Chapter 7940 S Blackstone Ave Chicago IL 60619 521500328 501c3 19781 Charitable Purposes Defined by IRS Code Lake Shore Chapter 1000 W Adams St Apt 809 Chicago IL 60607 363907916 501c3 82177 Charitable Purposes Defined by IRS Code Little Rock Chapter 2 Portland Rd Little Rock AR 72212 710716599 501c3 18300 Charitable Purposes Defined by IRS Code Louisville Chapter 10522 Applecross Way Louisville KY 40223 616034271 501c3 17668 Charitable Purposes Defined by IRS Code Minneapolis-St Paul Chapter PO BOX 582814 Minneapolis MN 55458 237331555 501c3 100000 Charitable Purposes Defined by IRS Code Oakland County Chapter 7124 Pebble Park Dr W Bloomfield MI 48322 382745695 501c3 10577 Charitable Purposes Defined by IRS Code Pine Bluff Chapter 3 Buckshot Cv Pine Bluff AR 71603 710475541 501c3 10850 Charitable Purposes Defined by IRS Code Queen City Chapter 9222 Cactus Lane Loveland OH 45140 200859984 501c3 16800 Charitable Purposes Defined by IRS Code South Suburban Chicago Chapter 16659 Paxton Ave South Holland IL 60473 362885059 501c3 28510 Charitable Purposes Defined by IRS Code St Louis Chapter PO BOX 11224 St Louis MO 63105 436042292 501c3 5950 Charitable Purposes Defined by IRS Code Tri-City Chapter PO BOX 3449 Saginaw MI 48603 382303391 501c3 10711 Charitable Purposes Defined by IRS Code Tulsa Chapter PO BOX 2541 8517 S Toledo Ave Tulsa OK 74137 736118918 501c3 17921 Charitable Purposes Defined by IRS Code Twin Rivers Chapter 2046 Willow Glen Lane Columbus OH 43229 311248067 501c3 12550 Charitable Purposes Defined by IRS Code Western Reserve Chapter 3543 Woodridge Rd Cleveland Hts OH 44121 521556405 501c3 109400 Charitable Purposes Defined by IRS Code Albany District (NY) Chapter PO BOX 3745 Albany NY 12203 146038682 501c3 15072 Charitable Purposes Defined by IRS Code Annapolis Chapter 3210 Walnut Dr Highland Bch MD 21403 526072540 501c3 50525 Charitable Purposes Defined by IRS Code Arlington (VA) Chapter 16612 Sea Island Silver Springs MD 20817 510185175 501c3 15500 Charitable Purposes Defined by IRS Code Bergen County Chapter PO BOX 183 Teaneck NJ 07666 222088175 501c3 13100 Charitable Purposes Defined by IRS Code Boston Chapter 42 Mellen St Boston MA 02124 046115325 501c3 55025 Charitable Purposes Defined by IRS Code Bucks County Chapter 1201 Claridge Rd Wyndmoor PA 19038 593811405 501c3 45321 Charitable Purposes Defined by IRS Code Capital City Chapter PO BOX 56256 Washington DC 20040 521167430 501c3 81558 Charitable Purposes Defined by IRS Code Columbia (MD) Chapter PO Box 1517 Columbia MD 21044 521036874 501c3 43170 Charitable Purposes Defined by IRS Code Commonwealth Chapter 208 Fulham Cir Richmond VA 23227 541918118 501c3 7200 Charitable Purposes Defined by IRS Code Erie County Chapter 35 Jasmine Ct East Amherst NY 14051 161275200 501c3 6000 Charitable Purposes Defined by IRS Code Fairfield County Chapter 65 High Ridge Road 113 Stamford CT 06905 510191403 501c3 13825 Charitable Purposes Defined by IRS Code Farmington Valley Chapter 232 Pembroke St Hartford CT 06112 061005178 501c3 15650 Charitable Purposes Defined by IRS Code Greater Hartford Chapter 59 Fieldstone Dr South Glastonbury CT 06073 521499270 501c3 12150 Charitable Purposes Defined by IRS Code Greater Hudson Valley Chapter 1800 Adam Clayton Powell Blvd New York NY 10026 133573536 501c3 7225 Charitable Purposes Defined by IRS Code Greater New York Chapter 260 W 139th St New York NY 10030 116078912 501c3 32500 Charitable Purposes Defined by IRS Code Greater Queens Chapter 10802 Ditmars Blvd East Elmherst NY 11369 113344197 501c3 23840 Charitable Purposes Defined by IRS Code Harbor City Chapter PO BOX 25341 Baltimore MD 21229 521500276 501c3 101737 Charitable Purposes Defined by IRS Code Harrisburg (PA) Chapter 2317 Market St Harrisburg PA 17103 232035938 501c3 8000 Charitable Purposes Defined by IRS Code James River Valley Chapter PO BOX 25233 Richmond VA 23261 541493329 501c3 23077 Charitable Purposes Defined by IRS Code Long Island Chapter 57 Lena Ave Freeport NY 11520 116083928 501c3 14925 Charitable Purposes Defined by IRS Code Metropolitan (DC) Chapter 1328 Juniper St NW Washington DC 20012 526072410 501c3 18790 Charitable Purposes Defined by IRS Code Newport News Chapter 435 Thorngate Dr Williamsburg VA 23188 541124506 501c3 17205 Charitable Purposes Defined by IRS Code Patapsco River Chapter PO BOX 9403 Catonsville MD 21228 521705481 501c3 13739 Charitable Purposes Defined by IRS Code Portsmouth (VA) Chapter PO BOX 7042 Portsmouth VA 23707 510224144 501c3 12250 Charitable Purposes Defined by IRS Code Raritan Valley Chapter 119 Westview Ln Bedminster NJ 07921 222672437 501c3 5212 Charitable Purposes Defined by IRS Code Richmond Chapter 5628 Langdon Ct Richmond VA 23225 541124152 501c3 24190 Charitable Purposes Defined by IRS Code Rochester (NY) Chapter PO BOX 22873 Rochester NY 14692 222558190 501c3 13250 Charitable Purposes Defined by IRS Code Washington (DC) Chapter 1328 Juniper St NW Washington DC 20012 526072410 501c3 21700 Charitable Purposes Defined by IRS Code Westchester County (NY) Chapter 11 Pinebrook Rd New Rochelle NY 10801 521676321 501c3 21000 Charitable Purposes Defined by IRS Code Eastern Area 312 Briant Park Dr Springfield NJ 07081 522311914 501c3 22974 Charitable Purposes Defined by IRS Code Beverly Hills West Chapter 8306 Wilshire Blvd Suite 1033 Beverly Hills CA 90211 953985465 501c3 6114 Charitable Purposes Defined by IRS Code Dallas Chapter PO BOX 191003 Dallas TX 75219 756036948 501c3 46143 Charitable Purposes Defined by IRS Code Fort Bend County Chapter PO BOX 762 Sugar Land TX 77487 760490197 501c3 12597 Charitable Purposes Defined by IRS Code Fort Worth Chapter 1610 Valley View Dr Joshua TX 76058 237240551 501c3 45800 Charitable Purposes Defined by IRS Code Mid-Cities Chapter 2200 Gable Ct Arlington TX 76012 752044566 501c3 24625 Charitable Purposes Defined by IRS Code Oakland Bay Area Chapter 322 Sunset Dr Danville CA 94506 946103641 501c3 31524 Charitable Purposes Defined by IRS Code Palos Verdes Chapter 3010 Via Borica Pls Vrds Est CA 90274 521281093 501c3 5350 Charitable Purposes Defined by IRS Code Phoenix Chapter 615 N 73rd Way Scottsdale AZ 85250 866053771 501c3 49638 Charitable Purposes Defined by IRS Code Plano North Metroplex Chapter 4581 Hallmark Dr Plano TX 75024 752113359 501c3 40037 Charitable Purposes Defined by IRS Code Port City Chapter 529 Lovett Blvd Houston TX 77006 760218846 501c3 37615 Charitable Purposes Defined by IRS Code Sacramento Chapter 2015 Idaho Mine Ct Gold River CA 95670 946128811 501c3 20440 Charitable Purposes Defined by IRS Code San Antonio Chapter 15507 Dawn Crst San Antonio TX 78248 746062134 501c3 27405 Charitable Purposes Defined by IRS Code San Diego Chapter 4960 Armin Way San Diego CA 92115 956122400 501c3 15000 Charitable Purposes Defined by IRS Code San Francisco Chapter 330 Summit St San Francisco CA 94112 946103585 501c3 39100 Charitable Purposes Defined by IRS Code Town Lake Chapter 3302 Hyclimb Cir Austin TX 78723 742500574 501c3 54364 Charitable Purposes Defined by IRS Code Tri-Cities (WA) Chapter PO BOX 964 Richland WA 99352 911150995 501c3 8071 Charitable Purposes Defined by IRS Code Trinity Chapter 3808 Runge Ct E Irving TX 75038 752436508 501c3 18369 Charitable Purposes Defined by IRS Code Western Area 1600 Post Oak Blvd Unit 905 Houston TX 77056 330707879 501c3 106230 Charitable Purposes Defined by IRS Code 97 0 Form 990, Part VI, Section A, line 6 THE LINKS FOUNDATION, INC. IS A MEMBERSHIP ORGANIZATION. Form 990, Part VI, Section A, line 7a MEMBERSHIP VOTES TO ELECT THE GOVERNING BODY. Form 990, Part VI, Section B, line 11 THE FORM 990 WILL BE SENT TO THE BOARD ONCE THE DOCUMENT IS FILED WITH THE IRS. Form 990, Part VI, Section C, line 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, Part XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. FORM 990, Part XI, LINE 8: On May 1, 2013, the Foundation elected to change its policy for revenue recognition to recognize donations to the Foundation collected by the chapters of the Links as revenue, whereas in all prior years, donations to the Foundation collected by the chapters were recorded as a liability owed to the chapters. The new policy for revenue recognition provides a more meaningful presentation of the Foundation's financial position because it reflects the nature of the donations to the Foundation collected by the chapters, which are contributions to the Foundation. Comparative financial statements as of and for the year ending April 30, 2013, have been adjusted to apply the new policy retrospectively. THE LINKS INC 1200 MASSACHUSETTS AVENUE NW WASHINGTON DC 20005 636057610 TO PROMOTE AND ENGAGE IN EDUCATIONAL, CIVIC AND INTERCULTURAL ACTIVITIES. DC 501(c)(4) 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 THE LINKS INC J 96170 THE LINKS INC E 320678