2013-12-15T16:56:30-06:00 2013-06-30 820358530 TRAVIS JEFFRIES PA 590 W WASHINGTON ST BOISE ID 837025953 990 2012-07-01 820332399 BISHOP KELLY FOUNDATION INC BISH 2083234789 7009 FRANKLIN ROAD BOISE ID 83709 RITA FRANKLIN 2083234789 2013-12-05 1 KELLY D SONNICHSEN CPA P00482643 2083455383 2012 2016-03-07 17:11:31Z RITA FRANKLIN 7009 FRANKLIN ROAD BOISE ID 83709 4334953 0 X N/A X 1976 ID THE FOUNDATION'S PRINCIPAL GOAL HAS BEEN TO PROVIDE FUNDING FOR SCHOLARSHIPS, OPERATIONS, AND CAPITAL IMPROVEMENTS THAT WILL KEEP BISHOP KELLY'S STANDARDS AND QUALITY AT THE HIGHEST LEVEL. 31 31 0 107 0 0 274355 413623 0 0 378055 479138 153037 171395 805447 1064156 677620 705080 0 0 51315 53180 0 0 62195 96733 108064 825668 866324 -20221 197832 7363111 8034936 114917 62199 7248194 7972737 TO SUPPORT THE VALUES AND OBJECTIVES OF BISHOP KELLY HIGH SCHOOL. THE FOUNDATION'S PRINCIPAL GOAL HAS BEEN TO PROVIDE FUNDING FOR SCHOLARSHIPS, OPERATIONS, AND CAPITAL IMPROVEMENTS THAT WILL KEEP BISHOP KELLY'S STANDARDS AND QUALITY AT THE HIGHEST LEVEL. 0 0 459647 438600 ANNUAL DISTRIBUTION TO BISHOP KELLY HIGH SCHOOL FOR GENERAL SUPPORT. DISTRIBUTION TO BISHOP KELLY HIGH SCHOOL IS CALCULATED ACCORDING TO BISHOP KELLY FOUNDATION'S BYLAWS. 262480 262480 SCHOLARSHIPS TO BISHOP KELLY STUDENTS. 4000 4000 TWO POST SECONDARY SCHOLARSHIPS FOR $2,000 TO BISHOP KELLY GRADUATES. 726127 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 0 0 0 0 0 0 1 1 0 0 0 0 X 31 31 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 ID X RITA FRANKLIN 2083234789 7009 FRANKLIN ROAD BOISE ID 83709 MARY ADCOX 1.00 X 0 0 0 LISA DERIG 0.00 X 0 0 0 JOHN BLEYMAIER 0.00 X 0 0 0 JOHN ECK 0.00 X 0 0 0 HAILEY FRECHETTE 0.00 X 0 0 0 TERRY HEFFNER 0.00 X 0 0 0 ALEJANDRO A HOMAECHEVARRIA MD 0.00 X 0 0 0 MARIANNE HICKMAN 1.00 X 0 0 0 CELESTE KELLER 0.00 X 0 0 0 MARK MIRANDA 0.00 X 0 0 0 TIM THOMETZ 0.00 X 0 0 0 THOMAS J SIEGERT 0.00 X 0 0 0 JAMES HARRISON 0.00 X 0 0 0 KATHRYN ZIMMERMAN 0.00 X 0 0 0 MORGAN HICKS 0.00 X 0 0 0 JAMIE MACMILLAN 0.00 X 0 0 0 ANDREW WHITE 0.00 X 0 0 0 STEVE HIPPLER 0.00 X 0 0 0 SCOT LUDWIG 0.00 X 0 0 0 ROBIN NAVERT 0.00 X 0 0 0 LORIE NIES PETTIETTE 0.00 X 0 0 0 RITA FRANKLIN 36.00 X 47030 0 2586 RICHARD RAIMONDI 0.00 X 0 0 0 ROBERT WEHDE 0.00 X 0 0 0 ROBERT TALBOY 0.00 X 0 0 0 MARK JASZKOWSKI 0.00 X 0 0 0 MOLLY ROSCOE 0.00 X 0 0 0 ROBERT ARAVICH 0.00 X 0 0 0 PATTY FERY 1.00 X 0 0 0 TIM LAMOTT 2.00 X 0 0 0 DAVID BRUCE 1.00 X 0 0 0 47030 0 2586 0 0 0 0 0 24897 388726 413623 238963 238963 3404571 3164396 240175 240175 240175 273388 24897 106401 166987 166987 OTHER INCOME 900099 4408 4408 4408 1064156 240175 0 410358 438600 438600 266480 266480 47030 14109 14109 18812 2352 706 705 941 234 70 70 94 3564 1069 1069 1426 3084 3084 1573 393 787 393 566 282 142 142 INVESTMENT ADVISORY SER 49349 49349 CONTRACT LABOR 18000 18000 FUNDRAISING EXPENSES 17293 17293 PROMOTION 6260 3130 0 3130 11939 1288 8687 1964 866324 726127 78002 62195 58682 46303 476185 260493 214866 119152 1696 1696 0 0 6588934 7586028 24444 22960 7363111 8034936 114917 62199 114917 62199 X 5872896 6340141 1375298 1632596 7248194 7972737 7363111 8034936 197832 526711 0 X X 1 X 0 1 0 X X 0 0 0 BISHOP KELLY HIGH SCHOOL 820200748 SCHOOL 1 1 1 438600 1 438600 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1696 1696 0 0 OTHER INVESTMENTS 7586028 F 7586028 DUE TO BISHOP KELLY HIGH SCHOOL 62199 62199 X DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: IN ACCORDANCE WITH FASB ASC 740, THE FOUNDATION HAS EVALUATED ITS OPERATIONS AS OF JUNE 30, 2013 AS COMPARED TO ITS ORIGINAL APPLICATION FOR TAX-EXEMPT NOT-FOR-PROFIT STATUS. THE EVALUATION ALSO CONSIDERED THE POSSIBILITY OF TRANSACTIONS THAT MAY BE SUBJECT TO INCOME TAX ON UNRELATED BUSINESS INCOME. TAX POSITIONS CONSIDERED, BUT NOT LIMITED TO INCLUDED: A) THE FOUNDATION'S CHARACTERIZATION OF ITS ACTIVITIES AS RELATED OR UNRELATED TO ITS EXEMPT PURPOSE, AND B) THE FOUNDATION'S ALLOCATION OF REVENUE AND EXPENSES BETWEEN ACTIVITIES THAT RELATE TO ITS EXEMPT PURPOSE AND THOSE THAT COULD BE CONSIDERED UNRELATED BUSINESS INCOME. UPON THE EVALUATION, THE FOUNDATION DOES NOT BELIEVE IT HAS ANY BUSINESS ACTIVITIES IN PLACE THAT WOULD CAUSE ITS TAX-EXEMPT NOT-FOR-PROFIT STATUS TO NOT BE SUSTAINED UPON AUDIT, OR ACTIVITIES THAT WOULD BE SUBJECT TO UNRELATED BUSINESS TAX. X 1 THOMPSON AND ASSOCIATES 112 WESTWOOD PLACE SUITE 250 BRENTWOOD TN 37027 PLANNED GIVING SUPPORT 0 0 16966 -16966 16966 -16966 WINNER'S CHOICE 298285 24897 273388 106401 298285 24897 273388 106401 106401 166987 1 BISHOP KELLY HIGH SCHOOL 7009 FRANKLIN ROAD BOISE ID 83709 820200748 438600 GENERAL SUPPORT SCHOLARSHIPS 266480 CHARITABLE AUCTION ITEMS 0 0 0 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): MANY DONORS GIVE VARIOUS ITEMS EACH YEAR FOR THE CHARITABLE AUCTION EVENT HELD AT THE FOUNDATION'S WINNER'S CHOICE DINNER. THE FOUNDATION RECORDS REVENUE EQUAL TO THE WINNING BID FOR EACH ITEM SOLD AT THE CHARITABLE AUCTION. FORM 990, PART VI, SECTION B, LINE 11 TREASURER AND EXECUTIVE DIRECTOR REVIEW THE RETURN FOR ACCURACY AND DISTRIBUTE IT ELECTRONICALLY TO BOARD MEMBERS FOR REVIEW AND APPROVAL PRIOR TO FILING EACH YEAR. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS SIGN AN AKNOWLEDGEMENT THAT THEY HAVE RECEIVED THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 18 FEDERAL FORM 990 IS AVAILABLE FOR REVIEW AT THE FOUNDATION'S OFFICE UPON REQUEST FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE AT THE FOUNDATION'S OFFICE UPON REQUEST FORM 990 PART XII LINE 2C THE FOUNDATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY AND OVERSIGHT OF THE ANNUAL REVIEWED FINANCIAL STATEMENTS. THE OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.