DAVEY OBRIEN EDUCATIONAL & CHARITABLE TRUST: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DAVEY OBRIEN EDUCATIONAL & CHARITABLE TRUST (EIN 75-1620423)
- Tax period
- 2024-04-01 to 2025-03-31
- Filed
- 2026-02-10
- IRS object ID
- 202610419349300741
- Schema version
- 2024v5.2
- 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) |
|---|---|---|
| Return | 2026-02-10T13:00:26-08:00 | ReturnTs |
| Tax Period End | 2025-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752593210 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sutton Frost Cary LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E Front St Suite 200 | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751620423 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVEY OBRIEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVE | BusinessNameControlTxt |
| Phone | 8173383488 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 WEST 7TH STREET M-15 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENDALL CASON ILES | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2026-02-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Carroll Elizabeth Arnott | PreparerPersonNm |
| PTIN | P01965628 | PTIN |
| Phone | 8176498083 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KENDALL CASON ILES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 WEST 7TH STREET M-15 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $689,092 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.DAVEYOBRIENAWARD.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | THE PURPOSE OF THE DAVEY O'BRIEN FOUNDATION IS TO RECOGNIZE OUTSTANDING STUDENT-ATHLETES FOR THEIR ACHIEVEMENTS BOTH ON AND OFF THE FIELD THROUGH THE FOUNDATION'S VARIOUS AWARDS PROGRAMS. SINCE 1977, THE FOUNDATION HAS GIVEN AWAY MORE THAN $1,374,500 IN SCHOLARSHIPS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 36 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 45 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $398,872 | PYContributionsGrantsAmt |
| CY Contributions Grants | $488,889 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $27,400 | PYInvestmentIncomeAmt |
| CY Investment Income | $68,425 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$99,041 | PYOtherRevenueAmt |
| CY Other Revenue | -$94,379 | CYOtherRevenueAmt |
| PY Total Revenue | $327,231 | PYTotalRevenueAmt |
| CY Total Revenue | $462,935 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $46,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $42,000 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $213,758 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $213,626 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $63,661 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $101,791 | PYOtherExpensesAmt |
| CY Other Expenses | $100,533 | CYOtherExpensesAmt |
| PY Total Expenses | $361,549 | PYTotalExpensesAmt |
| CY Total Expenses | $356,159 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$34,318 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $106,776 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,726,375 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,795,602 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $281,180 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $270,723 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,445,195 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,524,879 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE PURPOSE OF THE DAVEY O'BRIEN FOUNDATION IS TO RECOGNIZE OUTSTANDING STUDENT-ATHLETES FOR THEIR ACHIEVEMENTS BOTH ON AND OFF THE FIELD THROUGH THE FOUNDATION'S VARIOUS AWARDS PROGRAMS. SINCE 1977, THE FOUNDATION HAS GIVEN AWAY MORE THAN $1,374,500 IN SCHOLARSHIPS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $176,743 | ExpenseAmt |
| Grant | $42,000 | GrantAmt |
| Desc | SCHOLARSHIP AWARDS | Desc |
| Total Program Service Expenses | $176,743 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 36 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENDALL CASON ILES | PersonNm |
| Phone | 8173383488 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 WEST 7TH STREET M-15 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| KENDALL CASON ILES | |||||||
| Executive Dir. | 40.00 | 0.00 | Yes (X) | $101,800 | $0 | $0 | |
| DAN BENNETT | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| BRANT B RINGLER | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| BILL THORNTON | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| CHRIS GAVRAS | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| CONCHO MINICK | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| WALTER LITTLEJOHN | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| DAVID O'BRIEN JR | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MIKE PAVELL | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| THOMAS SMITH | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| DR JAMIE WALKER ERWIN | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| HADLEY WOERNER | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| STEVE LLEWELLYN | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| DR FIELD SCOVELL III | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| ERIC HYMAN | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MICHAEL FLYNN | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JOHN COCKRELL | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| PAM DRENNER | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| DR CHIP BROWN JR MD | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JIM LACAMP | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| LARRY ANFIN | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| RUSTY ANDERSON | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| KYLE POULSON | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JACK JACKSON | |||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOE LANCARTE | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| BRIAN ESTRIDGE | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JOEL SHARP | |||||||
| Secretary | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PAUL W GREENWELL | |||||||
| President | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PAT EVANS | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| RUSTY REID | |||||||
| 1ST VICE PRES | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BOBBY MCGEE | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| TODD BLOUIN | |||||||
| 2ND VICE PRES | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| STEVE BOMA | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| KASEY PIPES | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| SHAY GIPSON | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| BRIAN HAPPEL | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| GREG MCCOY | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $101,800 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Fort Worth Club | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 W 7th St | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | HOSPITALITY | ServicesDesc |
| Compensation | $100,831 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $413,320 | FundraisingAmt |
| All Other Contributions | $75,569 | AllOtherContributionsAmt |
| Noncash Contributions | $6,345 | NoncashContributionsAmt |
| Total Contributions | $488,889 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,162 | TotalRevenueColumnAmt |
| Exclusion | $25,162 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,000 | TotalRevenueColumnAmt |
| Exclusion | $43,000 | ExclusionAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $43,263 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $43,263 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,263 | TotalRevenueColumnAmt |
| Exclusion | $43,263 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $88,778 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $413,320 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $226,157 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$137,379 | TotalRevenueColumnAmt |
| Exclusion | -$137,379 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $462,935 | TotalRevenueColumnAmt |
| Exclusion | -$25,954 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,000 | TotalAmt |
| Program Services | $42,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,475 | TotalAmt |
| Program Services | $33,817 | ProgramServicesAmt |
| Management And General | $34,329 | ManagementAndGeneralAmt |
| Fundraising | $34,329 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,613 | TotalAmt |
| Program Services | $47,567 | ProgramServicesAmt |
| Management And General | $48,046 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,538 | TotalAmt |
| Program Services | $9,944 | ProgramServicesAmt |
| Management And General | $2,797 | ManagementAndGeneralAmt |
| Fundraising | $2,797 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,240 | TotalAmt |
| Management And General | $16,240 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,823 | TotalAmt |
| Program Services | $12,912 | ProgramServicesAmt |
| Fundraising | $12,911 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,746 | TotalAmt |
| Program Services | $2,873 | ProgramServicesAmt |
| Fundraising | $2,873 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,746 | TotalAmt |
| Program Services | $3,746 | ProgramServicesAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,555 | TotalAmt |
| Management And General | $4,555 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,461 | TotalAmt |
| Fundraising | $10,461 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $984 | TotalAmt |
| Management And General | $984 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,000 | TotalAmt |
| Management And General | $4,000 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,169 | TotalAmt |
| Program Services | $2,085 | ProgramServicesAmt |
| Management And General | $2,084 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| HIGH SCHOOL LUNCHEON EXPENSE | $16,733 | $16,733 | |
| ENTERTAINMENT | $2,952 | $2,952 | |
| SCHOLARSHIP EXPENSE | $1,823 | $1,823 | |
| DUES & MEMBERSHIPS | $1,482 | $1,482 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,819 | TotalAmt |
| Program Services | $291 | ProgramServicesAmt |
| Management And General | $1,238 | ManagementAndGeneralAmt |
| Fundraising | $290 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356,159 | TotalAmt |
| Program Services | $176,743 | ProgramServicesAmt |
| Management And General | $115,755 | ManagementAndGeneralAmt |
| Fundraising | $63,661 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,186 | BOYAmt |
| EOY | $271,045 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,000 | BOYAmt |
| EOY | $92,500 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,658 | BOYAmt |
| EOY | $9,986 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,850 | BOYAmt |
| EOY | $21,678 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,213 | BOYAmt |
| EOY | $2,591 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $137,152 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $133,152 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,000 | BOYAmt |
| EOY | $4,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,352,468 | BOYAmt |
| EOY | $1,393,802 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,726,375 | BOYAmt |
| EOY | $1,795,602 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,365 | BOYAmt |
| EOY | $8,849 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,815 | BOYAmt |
| EOY | $77,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,000 | BOYAmt |
| EOY | $93,500 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $91,374 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $281,180 | BOYAmt |
| EOY | $270,723 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,210,039 | BOYAmt |
| EOY | $1,275,226 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,156 | BOYAmt |
| EOY | $249,653 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,445,195 | BOYAmt |
| EOY | $1,524,879 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,726,375 | BOYAmt |
| EOY | $1,795,602 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $106,776 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$27,092 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $72,914 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $391,457 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $519,510 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $398,872 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $495,235 | CurrentTaxYearAmt |
| Total | $1,877,988 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $72,914 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $391,457 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $519,510 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $398,872 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $495,235 | CurrentTaxYearAmt |
| Total | $1,877,988 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $340,380 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,537,608 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,736 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,650 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,159 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $68,389 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,162 | CurrentTaxYearAmt |
| Total | $288,096 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $40,610 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,500 | CurrentTaxYearMinus2YearsAmt |
| Total | $43,110 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,209,194 | TotalSupportAmt |
| Public Support CY170 | 0.69600 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72440 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $360,433 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $11,015 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $371,448 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $306,028 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $54,405 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $360,433 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $319,860 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$13,832 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $306,028 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $328,278 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$8,418 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $319,860 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $305,132 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $23,146 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $328,278 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.52090 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.47910 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,635 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,635 | DepreciationAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $113,517 | OtherCostOrOtherBasisAmt |
| Depreciation | $109,517 | DepreciationAmt |
| Book Value | $4,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,000 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part III, Line 4: Description of organization's collections and how it furthers its purpose. | FormAndLineReferenceDesc |
| Explanation | PART III, LINE 4:THE FOUNDATION'S COLLECTION INCLUDES VARIOUS PRINT AND SPORTS MEMORABILIA THAT HAVE BEEN DONATED OVER SEVERAL YEARS. THE COLLECTION IS PLACED ON EXHIBIT THROUGHOUT THE YEAR AND ALSO IN CONJUNCTION WITH VARIOUS PROGRAMS. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AWARDS DINNER | Event1Nm |
| Gross Receipts Event1 | $460,798 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $379,639 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $81,159 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $81,159 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $126,975 | OtherDirectExpensesEvent1Amt |
| Event2 | SPECIAL AWARD DINNER | Event2Nm |
| Gross Receipts Event2 | $41,300 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $33,681 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $7,619 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $7,619 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $10,404 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $502,098 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $413,320 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $88,778 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $88,778 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $137,379 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $226,157 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$137,379 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | COLLEGE SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 7 | RecipientCnt |
| Cash Grant | $42,000 | CashGrantAmt |
| Valuation Method Used | CASH | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | GRANTS ARE GIVEN WITH NO STIPULATIONS. GRANTS ARE USED AT THE DISCRETION OF THE MANAGEMENT RECIEVING THE FUNDS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE RETURN BEFORE IT IS FILED. |
| Form 990, Part VI, Section B, Line 12c | EACH DIRECTOR SIGNS A THREE YEAR CONFLICT OF INTEREST STATEMENT. THE FINANCIAL STATEMENTS ARE REVIEWED ON A MONTHLY BASIS. ANY UNUSUAL TRANSACTIONS ARE NOTED AT THAT TIME AND INVESTIGATED FOR ANY POSSIBLE CONFLICT OF INTEREST. |
| Form 990, Part VI, Section B, Line 15a | THE DAVEY O'BRIEN FOUNDATION'S EXECUTIVE COMMITTEE IDENTIFIES AND APPROVES SALARY AND BENEFIT LEVELS FOR THE STAFF. SALARY DECISIONS ARE TIED TO ANNUAL PERFORMANCE REVIEWS THAT ARE REVIEWED BY THE EXECUTIVE COMMITTEE. RESULTS ARE INCORPORATED INTO THE BUDGET.THE EXECUTIVE COMMITTEE CONDUCTS PERIODIC REVIEWS OF COMPARABLE ORGANIZATIONS TO IDENTIFY SUFFICIENT COMPENSATION. THE DATA COLLECTED MAY INCLUDE, BUT IS NOT LIMITED TO, SALARY AND BENEFIT COMPENSATION STUDIES BY INDEPENDENT SOURCES; WRITTEN JOB OFFERS FOR POSITIONS AT SIMILAR ORGANIZATIONS; DOCUMENTED TELEPHONE CALLS ABOUT SIMILAR POSITIONS; INFORMATION OBTAINED FROM THE IRS FORM 990 FILINGS OF SIMILAR ORGANIZATIONS. |
| Form 990, Part VI, Section B, Line 15b | THE DAVEY O'BRIEN FOUNDATION'S EXECUTIVE COMMITTEE IDENTIFIES AND APPROVES SALARY AND BENEFIT LEVELS FOR THE STAFF. SALARY DECISIONS ARE TIED TO ANNUAL PERFORMANCE REVIEWS THAT ARE REVIEWED BY THE EXECUTIVE COMMITTEE. RESULTS ARE INCORPORATED INTO THE BUDGET.THE EXECUTIVE COMMITTEE CONDUCTS PERIODIC REVIEWS OF COMPARABLE ORGANIZATIONS TO IDENTIFY SUFFICIENT COMPENSATION. THE DATA COLLECTED MAY INCLUDE, BUT IS NOT LIMITED TO, SALARY AND BENEFIT COMPENSATION STUDIES BY INDEPENDENT SOURCES; WRITTEN JOB OFFERS FOR POSITIONS AT SIMILAR ORGANIZATIONS; DOCUMENTED TELEPHONE CALLS ABOUT SIMILAR POSITIONS; INFORMATION OBTAINED FROM THE IRS FORM 990 FILINGS OF SIMILAR ORGANIZATIONS. |
| Form 990, Part VI, Section C, Line 19 | THE ORGANIZATION'S FORM 990 AND FORM 1023, FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST, EITHER WRITTEN OR VERBAL AT THE ORGANIZATION'S OFFICE. |
| FORM 990, PART VIII INCOME FROM FUNDRAISING EVENTS | The net economic benefit from our fundraising events is calculated as follows:Contributions from fundraising events reported on Part VIII, line 1c $ 419,665Gross income from fundraising events reported on Part VIII, line 8a 82,433Less: Direct costs of events reported on part VIII, Line 8b (226,157) Net economic benefit of fundraising events $ 275,941 |
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