COMMUNITIES FOUNDATION OF OKLAHOMA INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITIES FOUNDATION OF OKLAHOMA INC (EIN 73-1396320)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-12-24
- IRS object ID
- 201323589349300107
- Schema version
- 2012v2.3
- 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 | 2013-12-24T13:26:19-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLE & REED PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 531 COUCH DR | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 731022251 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731396320 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITIES FOUNDATION OF OKLAHOMA | BusinessNameLine1 |
| Business Name Line2 | INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COMM | NameControl |
| Phone | 4057555571 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2932 NW 122ND STREET SUITE D | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 731201955 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | APRIL STOBBE | Name |
| Title | OFFICER | Title |
| Phone | 4057555571 | Phone |
| Date Signed | 2013-12-10 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELLAN WRIGHT | Name |
| Phone | 4052397961 | Phone |
| Date Prepared | 2013-12-10 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | APRIL STOBBE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2932 NW 122ND ST SUITE D | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 731201955 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 13191854 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CFOK.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1992 | YearFormation |
| State Legal Domicile | OK | StateLegalDomicile |
| Activity Or Mission Description | SERVE PHILANTHROPIC NEEDS OF ALL OF OKLAHOMA | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 97 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 36030271 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8222313 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2273231 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4150410 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 727172 | OtherRevenuePriorYear |
| Other Revenue Current Year | 819131 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 39030674 | TotalRevenuePriorYear |
| Total Revenue Current Year | 13191854 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 8478555 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 8128485 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 49136 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1214620 | OtherExpensePriorYear |
| Other Expenses Current Year | 1451049 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9693175 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9579534 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 29337499 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3612320 | RevenuesLessExpensesCY |
| Total Assets BOY | 73403647 | TotalAssetsBOY |
| Total Assets EOY | 81226418 | TotalAssetsEOY |
| Total Liabilities BOY | 3567921 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3982432 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 69835726 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 77243986 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SERVE PHILANTHROPIC NEEDS OF ALL OF OKLAHOMA | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 946830 | Expense |
| Grants | 883000 | Grants |
| Description | GRANTS WERE AWARDED TO MEDIA INSTITUTIONS AND JOURNALISM SCHOOLS PRIMARILY IN THE AREAS OF INVESTIGATIVE REPORTING, YOUTH EDUCATION, PROFESSIONAL DEVELOPMENT AND SPECIAL OPPORTUNITIES IN ORDER TO INVEST IN THE FUTURE OF JOURNALISM. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 475394 | Expense |
| Grants | 443348 | Grants |
| Description | GRANTS WERE AWARDED TO OKLAHOMA CITY PUBLIC SCHOOLS FOR EXPANSION OF THE HALF-DAY PREKINDERGARTEN PROGRAM TO A FULL-DAY PROGRAM DISTRICT WIDE. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 837439 | Expense |
| Grants | 780983 | Grants |
| Description | GRANTS WERE AWARDED TO SMART START CENTRAL OKLAHOMA TO PROVIDE SERVICES TO OKLAHOMA CITY'S CHILDREN FOR BIRTH TO AGE 5 FROM LOW INCOME FAMILIES. THE READY FOR KINDERGARTEN PROGRAM IS DESIGNED TO INCREASE LITERACY AND SCHOOL PREPAREDNESS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6604409 | Expense |
| Grants | 6021154 | Grants |
| Description | GRANTS USED IN OTHER COMMUNITY EDUCATIONAL PROGRAMS AND MISCELLENEOUS PROGRAMS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 6604409 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 6021154 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 8864072 | 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 | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| 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 | true | 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 |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 110 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| 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 |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | true | 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 | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| 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 | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | FOUNDATION MANAGEMENT INC | NamePerson |
| Telephone Number | 4057555571 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2932 NW 122 SUITE D | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 731201955 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| RICHARD RATCLIFFE | ||||||
| DIRECTOR | 1.00 | X | X | 0 | 0 | 0 |
| APRIL STOBBE | ||||||
| CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 |
| LESLIE RAINBOLT-FORBES | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| JIMMY COOPER | ||||||
| VICE CHAIRMA | 1.00 | X | X | 0 | 0 | 0 |
| LAURIE FULLER | ||||||
| DIRECTOR | 1.00 | X | X | 0 | 0 | 0 |
| TOM MCCASLAND III | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RICHARD RYERSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARY MARKS JENKINS | ||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | |
| BILL BURGESS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SUSAN GRAVES | ||||||
| EXECUTIVE DI | 30.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| FOUNDATION MANAGEMENT INC | |||||
| 2932 NW 122 SUITE D | OKLAHOMA CITY | OK | 73120 | MANAGEMENT | 771622 |
| BANCFIRST | |||||
| 101 NORTH BROADWAY | OKLAHOMA CITY | OK | 73126 | PORTFOLIO MANAG | 411649 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 8222313 | AllOtherContributions |
| Noncash Contributions | 577863 | NoncashContributions |
| Total Contributions | 8222313 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1609597 | TotalRevenueColumn |
| Exclusion | $1,609,597 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 39783 | TotalRevenueColumn |
| Exclusion | $39,783 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2540813 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2540813 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2540813 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2540813 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MANAGEMENT FEES | Description |
| Total Revenue Column | 779348 | TotalRevenueColumn |
| Related Or Exempt Function Income | 779348 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 779348 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13191854 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3320161 | RelatedOrExemptFunctionIncome |
| Exclusion | $1,649,380 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6355233 | Total |
| Program Services | 6355233 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1773252 | Total |
| Program Services | 1773252 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 128 | Total |
| Management And General | 128 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19300 | Total |
| Management And General | 19300 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| FMI MANAGEMENT FEES | 982726 | 735587 | 198003 | 49136 |
| INVESTMENT MANAGEMENT FEE | 411649 | 411649 | ||
| CONFERENCE, DUES & PUBS | 17118 | 17118 | ||
| TECHNOLOGY EXPENSE | 14207 | 14207 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5921 | Total |
| Management And General | 5921 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9579534 | Total |
| Program Services | 8864072 | ProgramServices |
| Management And General | 666326 | ManagementAndGeneral |
| Fundraising | 49136 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3746932 | BOY |
| EOY | 3576885 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2267063 | BOY |
| EOY | 2723388 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4848 | BOY |
| EOY | 3366 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 29515 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 29515 | LandBldgEquipmentAccumDeprec |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67384804 | BOY |
| EOY | 74922779 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73403647 | BOY |
| EOY | 81226418 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59486 | BOY |
| EOY | 61402 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3508435 | BOY |
| EOY | 3921030 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3567921 | BOY |
| EOY | 3982432 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69835726 | BOY |
| EOY | 77243986 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69835726 | BOY |
| EOY | 77243986 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73403647 | BOY |
| EOY | 81226418 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 3612320 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 3795940 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
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 | 14621989 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21584629 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11124371 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 36030271 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8222313 | CurrentTaxYear |
| Total | 91583573 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14621989 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21584629 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11124371 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 36030271 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8222313 | CurrentTaxYear |
| Total | 91583573 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 91583573 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 654159 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 684162 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 772348 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1258689 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1649380 | CurrentTaxYear |
| Total | 5018738 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 465084 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 604693 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 712233 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 727172 | CurrentTaxYearMinus1Year |
| Current Tax Year | 779348 | CurrentTaxYear |
| Total | 3288530 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 99890841 | TotalSupport |
| Gross Receipts From Admissions Etc | 779348 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.91680 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.93140 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 37 | NumberDAFsHeld |
| Number Funds Held | 759 | NumberFundsHeld |
| Donor Advised Contributions | 989201 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 7124879 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 2803117 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 5202547 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 30535386 | AggregateDAFValue |
| Aggregate Fund Value | 46390721 | AggregateFundValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 29515 | InvestmentCostOrOtherBasis |
| Depreciation | 29515 | Depreciation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Revenue Etc Audited Fincl Stmt | 11328428 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 3795940 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 3795940 | RevenueNotRptdF990 |
| Revenue Subtotal | 7532488 | RevenueSubtotal |
| Other Revenues Not Included | 5659366 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 5659366 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 13191854 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7304097 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 7304097 | ExpensesSubtotal |
| Other Expenses Not Included | 2275437 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2275437 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 9579534 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| LIABILITY UNDER FIN 48 FOOTNOTE | SCHEDULE D, PAGE 3, PART X | MANAGEMENT HAS EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. WITH FEW EXCEPTIONS, THE FOUNDATION IS NOT SUBJECT TO EXAMINATION BY ANY TAX JURISDICTION FOR YEARS PRIOR TO JUNE 30, 2009. |
| REVENUE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 4B | AGENCY TRANSFERS SUBJECT TO FAS 136 5,659,366 |
| EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 4B | AGENCY TRANSFERS SUBJECT TO FAS 136 2,275,437 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED SCHEDULE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Of Cash Grant | 6355233 | AmountOfCashGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 123 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 542 | NumberOfRecipients |
| Amount Of Cash Grant | 1773252 | AmountOfCashGrant |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 336082 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | MINERAL INTERES | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 241781 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ALL OTHER ACCOMPLISHMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4D | GRANTS USED IN OTHER COMMUNITY EDUCATIONAL PROGRAMS AND MISCELLENEOUS PROGRAMS. |
| MANAGEMENT DELEGATED | FORM 990, PAGE 6, PART VI, LINE 3 | YES, TO FOUNDATION MANAGEMENT, INC. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS SCANNED AND E-MAILED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW. TRUSTEES WILL REPLY TO MANAGEMENT STAFF WITH ANY QUESTIONS OR THEIR APPROVAL TO SIGN THE RETURN. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | YES, THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | INFORMATION IS AVAILABLE UPON REQUEST. |
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