THE ALBERT BAKER FUND: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE ALBERT BAKER FUND (EIN 94-1613751)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-08-15
- IRS object ID
- 201302279349302330
- Schema version
- 2011v1.5
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-15T10:28:35-07:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY BORN CPA INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3465 AMERICAN RIVER DR STE C | AddressLine1 |
| City | SACRAMENTO | City |
| State | CA | State |
| ZIP Code | 95864 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941613751 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ALBERT BAKER FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ALBE | NameControl |
| Phone | 9165949513 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1510 J STREET | AddressLine1 |
| City | SACRAMENTO | City |
| State | CA | State |
| ZIP Code | 95814 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALAN BASHOR | Name |
| Title | CEO | Title |
| Date Signed | 2013-08-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY BORN | Name |
| Phone | 9169730677 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 11543633 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.albertbakerfund.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1964 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | To serve the cause of Christian Science and mankind by providing resources for the education of Christian Scientists. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 6 | TotalNbrEmployees |
| Total Nbr Volunteers | 30 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 932483 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 332016 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 30233 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 25254 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 851471 | InvestmentIncomePriorYear |
| Investment Income Current Year | 978513 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 10250 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1814187 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1346033 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1157384 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1013672 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 651215 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 771482 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 307359 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 696903 | OtherExpensePriorYear |
| Other Expenses Current Year | 603206 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2505502 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2388360 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -691315 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1042327 | RevenuesLessExpensesCY |
| Total Assets BOY | 32033750 | TotalAssetsBOY |
| Total Assets EOY | 33787802 | TotalAssetsEOY |
| Total Liabilities BOY | 31860 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 18348 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 32001890 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 33769454 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | To serve the cause of Christian Science and mankind by providing resources for the education of Christian Scientists. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 580699 | Expense |
| Grants | 254772 | Grants |
| Description | Provided scholarships and grants to international students. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 457487 | Expense |
| Grants | 397974 | Grants |
| Description | Provided post secondary grants to Christian Science students. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 203817 | Expense |
| Grants | 167482 | Grants |
| Description | Provided scholarships and grants to students obtaining training as Christian Science nurses. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 303171 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 193443 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 1545174 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 8 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | false | ComplianceWithBackupWitholding |
| Number Of Employees | 6 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Quid Pro Quo Disclosure | false | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Form720 Filed | false | Form720Filed |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | false | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JENNIFER DAY | NamePerson |
| Telephone Number | 9165945913 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1510 J STREET | AddressLine1 |
| City | SACRAMENTO | City |
| State | CA | State |
| ZIP Code | 95814 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (11 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| FRANK SCIDELER | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT REES | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| AMANDA WEITMAN | |||||||
| Secretary | 1.00 | X | 0 | 0 | 0 | ||
| AL WALKER | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| STEVE SHAPER | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| BILL BRUEGMANN | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | X | |
| DANIEL HERBERT | |||||||
| Treasurer | 1.00 | X | 0 | 0 | 0 | X | |
| ROBERT J BROWN | |||||||
| Vice President | 1.00 | X | 0 | 0 | 0 | X | |
| LUCY HARPER | |||||||
| President | 1.00 | X | 0 | 0 | 0 | X | |
| ALAN BASHOR | |||||||
| CEO | 40.00 | 142252 | 0 | 0 | X | ||
| LONNIE BEST-JARVIS | |||||||
| PROGRAM DIRECTOR | 40.00 | 73631 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 215883 | TotalReportableCompFromOrg |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WETHERBY ASSET MANAGEMENT | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 417 MONTGOMERY ST 3RD FLOOR | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | INVESTMENT SERVICES | DescriptionOfServices |
| Compensation | 131816 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 332016 | AllOtherContributions |
| Total Contributions | 332016 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INTEREST ON STUDENT LOANS | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 25254 | TotalRevenueColumn |
| Related Or Exempt Function Income | 25254 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 25254 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1081162 | TotalRevenueColumn |
| Exclusion | $1,081,162 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10094951 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10197600 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -102649 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -102649 | TotalRevenueColumn |
| Related Or Exempt Function Income | -102649 | RelatedOrExemptFunctionIncome |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RETURNED GRANTS | Description |
| Total Revenue Column | 10250 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10250 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 10250 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1346033 | TotalRevenueColumn |
| Related Or Exempt Function Income | -67145 | RelatedOrExemptFunctionIncome |
| Exclusion | $1,081,162 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 661867 | Total |
| Program Services | 661867 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 351805 | Total |
| Program Services | 351805 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 142252 | Total |
| Program Services | 64013 | ProgramServices |
| Management And General | 56901 | ManagementAndGeneral |
| Fundraising | 21338 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 427920 | Total |
| Program Services | 207818 | ProgramServices |
| Management And General | 86274 | ManagementAndGeneral |
| Fundraising | 133828 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20531 | Total |
| Program Services | 1500 | ProgramServices |
| Management And General | 14693 | ManagementAndGeneral |
| Fundraising | 4338 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 132125 | Total |
| Program Services | 28151 | ProgramServices |
| Management And General | 79985 | ManagementAndGeneral |
| Fundraising | 23989 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48654 | Total |
| Program Services | 12523 | ProgramServices |
| Management And General | 24393 | ManagementAndGeneral |
| Fundraising | 11738 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 375 | Total |
| Management And General | 375 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92800 | Total |
| Management And General | 92800 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131816 | Total |
| Management And General | 131816 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79725 | Total |
| Program Services | 50002 | ProgramServices |
| Management And General | 3148 | ManagementAndGeneral |
| Fundraising | 26575 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29775 | Total |
| Fundraising | 29775 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57417 | Total |
| Program Services | 11164 | ProgramServices |
| Management And General | 41516 | ManagementAndGeneral |
| Fundraising | 4737 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15440 | Total |
| Program Services | 483 | ProgramServices |
| Management And General | 14747 | ManagementAndGeneral |
| Fundraising | 210 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67586 | Total |
| Program Services | 25750 | ProgramServices |
| Management And General | 39336 | ManagementAndGeneral |
| Fundraising | 2500 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67212 | Total |
| Program Services | 29494 | ProgramServices |
| Management And General | 12711 | ManagementAndGeneral |
| Fundraising | 25007 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18355 | Total |
| Program Services | 273 | ProgramServices |
| Management And General | 17556 | ManagementAndGeneral |
| Fundraising | 526 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6903 | Total |
| Management And General | 6903 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5626 | Total |
| Management And General | 5626 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| INDIRECT COST ALLOCATION | 0 | 70155 | -92953 | 22798 |
| PROVISION FOR LOAN LOSSES | 30176 | 30176 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2388360 | Total |
| Program Services | 1545174 | ProgramServices |
| Management And General | 535827 | ManagementAndGeneral |
| Fundraising | 307359 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118502 | BOY |
| EOY | 174187 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 279520 | BOY |
| EOY | 477273 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 700738 | BOY |
| EOY | 38197 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15537 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2596651 | BOY |
| EOY | 2675946 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30924 | BOY |
| EOY | 31326 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 35411 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 23010 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17514 | BOY |
| EOY | 12401 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21881731 | BOY |
| EOY | 24160127 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6392633 | BOY |
| EOY | 6218345 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32033750 | BOY |
| EOY | 33787802 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31860 | BOY |
| EOY | 18348 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31860 | BOY |
| EOY | 18348 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30494196 | BOY |
| EOY | 32176632 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1361126 | BOY |
| EOY | 1446254 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 146568 | BOY |
| EOY | 146568 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32001890 | BOY |
| EOY | 33769454 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32033750 | BOY |
| EOY | 33787802 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1042327 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 2809891 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 727237 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 416692 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1745786 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 932483 | CurrentTaxYearMinus1Year |
| Current Tax Year | 332016 | CurrentTaxYear |
| Total | 4154214 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 727237 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 416692 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1745786 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 932483 | CurrentTaxYearMinus1Year |
| Current Tax Year | 332016 | CurrentTaxYear |
| Total | 4154214 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1779662 | AmountsSubstContributorsTotal |
| Public Support Total170 | 2374552 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1191876 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 756268 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 713402 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 851471 | CurrentTaxYearMinus1Year |
| Current Tax Year | 978513 | CurrentTaxYear |
| Total | 4491530 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 8645744 | TotalSupport |
| Public Support Pertcentage170 | 0.27460 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.34500 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests PY170 | X | ThirtyThreePercntTestsPY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1394329 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 110974 | InvestmentEarningsOrLosses |
| Administrative Expenses | 5387 | AdministrativeExpenses |
| End Of Year Balance | 1499916 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 854143 | BeginningOfYearBalance |
| Contributions | 559772 | Contributions |
| Investment Earnings Or Losses | -12331 | InvestmentEarningsOrLosses |
| Administrative Expenses | 7255 | AdministrativeExpenses |
| End Of Year Balance | 1394329 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 138643 | BeginningOfYearBalance |
| Contributions | 668120 | Contributions |
| Investment Earnings Or Losses | 56011 | InvestmentEarningsOrLosses |
| Administrative Expenses | 8631 | AdministrativeExpenses |
| End Of Year Balance | 36674 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.09770 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.90230 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 35411 | OtherCostOrOtherBasis |
| Depreciation | 23010 | Depreciation |
| Book Value | 12401 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 12401 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 4556785 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 6218345 | TotalOfBookValueSecurities |
| Total Revenue | 1346033 | TotalRevenue |
| Total Expenses | 2388360 | TotalExpenses |
| Excess Or Deficit For Year | -1042327 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2809891 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 2809891 | TotalAdjustments |
| Excess Or Deficit Per FS | 1767564 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 4024108 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2809891 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 2809891 | RevenueNotRptdF990 |
| Revenue Subtotal | 1214217 | RevenueSubtotal |
| Investment Expenses Not Included | 131816 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 131816 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1346033 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2256544 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 2256544 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 131816 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 131816 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2388360 | TotalExpensesPerForm990 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| SUB-SAHARAN AFRICA | 0 | 1 | GRANTMAKING | NONE | 242137 |
| SOUTH AMERICA | 0 | 0 | GRANTMAKING | NONE | 26032 |
| EUROPE | 0 | 0 | GRANTMAKING | NONE | 83636 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Employees | 1 | SubtotalNumberOfEmployees |
| Total Number Of Employees | 1 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 351805 | SubtotalAmountSpent |
| Total Amount Spent | 351805 | TotalAmountSpent |
| No Recipient Over5 K | X | NoRecipientOver5K |
Grants To Ind Outside US GrantsToIndOutsideUS (3 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| NEED BASED POSTSECONDARY/VOCATIONAL | SUB-SAHARAN AFRICA | 125 | 242137 | WIRE TRANSFER |
| NEED BASED POSTSECONDARY/VOCATIONAL | EUROPE | 37 | 83636 | WIRE TRANSFER |
| NEED BASED EDUCATION GRANTS-NURSING | SOUTH AMERICA | 8 | 26032 | WIRE TANSFER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used in Foreign Country | Identifier |
| Explanation | use of grants is controlled by making funds payable directly to universities, colleges, or other educational institutions, for benefit of the award recipient. The schools contact us to refund award if student withdrawals. We also have regional agents and volunteers that interview the students. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Grant More Than5000 | X | NoGrantMoreThan5000 |
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Need Based-Postsecondary Grant | 168 | 404487 |
| Need Based-CS Nurses Ed Grant | 130 | 107400 |
| CS Youth Leadership Programs | 162 | 149980 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Documents are available upon request. |
| Form 990, Part VI, Line 15b | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | Finance Director, same process as above. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Finance Director collects annual written conflict of interest statements from TDOKEs and any disclosures are reported to the Board and are then subject to proceedings described in the policy. |
| Form 990, Part VI, Line 11 | Form 990, Part VI, Line 11: Form 990 Review Process | 30 days prior to filing deadline or 30 days prior to the last ABF scheduled board meeting that occurs before the filing deadline, the draft that has been reviewed by the CEO shall be reviewed by the audit committee. The audit committee will prepare comments and submit to board, along with 990, at the meeting occuring prior to the deadline, for the full board to then either approve the latest draft for filing or approve it subject to conditions. |
| Form 990, Part VI, Line 8 | Form 990, Part VI, Line 8 : Explanation of No Contemporaneously Documentation of Meetings | There are no committees with authority to act on behalf of the governing board. |
| Form 990, Part III, Line 4d | Form 990, Part III, Line 4d : Other Program Services Description | OTHER PROGRAM SERVICES 4: Provided National Leadership grants to christian Science students. OTHER PROGRAM SERVICES 5: Post-secondary program - Student Loans. OTHER PROGRAM SERVICES 6: Camp counselor program. OTHER PROGRAM SERVICES 7: Other grant programs. |