2012-03-22T10:59:36-05:00 2011-06-30 WEAVER & TIDWELL LLP 1601 S MOPAC EXPRESSWAY SUITE D250 AUSTIN TX 78746 990 2010-07-01 741183095 MARBRIDGE FOUNDATION INC MARB 5122821144 PO BOX 2250 MANCHACA TX 78652 CRAIG WOJTOWICZ 5122821144 2012-03-21 1 TIMOTHY F DOWLING CPAPFS 5126091900 2010 2016-02-24 21:20:13Z JAMES STACEY PO BOX 2250 MANCHACA TX 78652 12496648 0 X WWW.MARBRIDGE.ORG X 1953 TX MARBRIDGE PROVIDES A SAFE, LOVING COMMUNITY WHERE ADULT RESIDENTS WITH COGNITIVE CHALLENGES CAN ACHIEVE THEIR FULL POTENTIAL THROUGH ABILITIES CENTERED TRAINING WITH THE OPPORTUNITY FOR LIFETIME CARE. 10 9 252 206 0 0 1728936 1674474 9699769 10399976 382006 336334 37943 65109 11848654 12475893 167875 122668 0 0 6849670 7595945 0 0 453920 3935930 4477503 10953475 12196116 895179 279777 14404732 14785555 2324617 2288639 12080115 12496916 MARBRIDGE PROVIDES A SAFE, LOVING COMMUNITY WHERE ADULT RESIDENTS WITH COGNITIVE CHALLENGES CAN ACHIEVE THEIR FULL POTENTIAL THROUGH ABILITIES CENTERED TRAINING WITH THE OPPORTUNITY FOR LIFETIME CARE. 0 0 9945629 10465085 THE PROGRAM PROVIDED LIFE SKILLS TRAINING AND COMPLETE CARE, INCLUDING FACILITIES, FOOD, MEDICAL AND RECREATIONAL CARE, FOR 238 COGNITIVELY CHALLENGED ADULTS. 9945629 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 27 0 252 1 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X CRAIG WOJTOWICZ 5122821144 2210 BLISS SPILLAR ROAD MANCHACA TX 78652 JAMES F STACEY 40.00 X X 129660 0 10419 JM BALL 1.00 X 0 0 0 HE DICK 1.00 X X 0 0 0 JDHEAD 1.00 X 0 0 0 TM O'BRIEN 1.00 X 0 0 0 CD PERRY 1.00 X 0 0 0 WB SCHNEIDER 1.00 X 0 0 0 TL YOUNG 1.00 X 0 0 0 ST MATTHEWS 1.00 X 0 0 0 WN PHILLIPS 1.00 X 0 0 0 CRAIG WOJTOWICZ 40.00 X 90841 0 2700 SCOTT MCAVOY 40.00 X 99704 0 7956 MICHELLE LEVY 40.00 X 75720 0 7236 395925 0 28311 1 0 0 0 0 1674474 21477 1674474 TUITION & FEES 900099 10386487 10386487 LIFETIME CARE INCOME 900099 9643 9643 MISCELLANEOUS INCOME 900099 3846 3846 10399976 323736 323736 7762 15653 -7891 -7891 -7891 17700 5102 12598 12598 12598 TRANSFER FROM SUPPORTI 900099 73000 73000 73000 12475893 10465085 0 336334 122668 122668 395925 126696 106899 162330 6137760 5059310 1063843 14607 72050 43042 24067 4941 515872 430317 72460 13095 474338 365765 89932 18641 5661 296 5365 41340 2486 38854 114221 19019 3115 92087 79236 32401 45630 1205 337134 331871 4783 480 37374 148 137 37089 42544 502 42042 634570 553134 81436 235400 199598 35802 MEDICAL SERVICES, DRUGS 736987 736987 GROCERIES 664177 655220 8957 REPAIR & MAINTENANCE 308294 263601 42584 2109 SUPPLIES 283040 280274 2506 260 ATHLETIC & OTHER RESIDE 175618 175618 781907 546676 128155 107076 12196116 9945629 1796567 453920 8980 9681 726437 589946 880354 959718 39890 38180 78711 53998 16013972 6713436 9603463 9300536 650434 1193722 72015 80433 16691 14179 2327757 2545162 14404732 14785555 620995 662241 555591 637446 1031122 867204 116909 121748 2324617 2288639 X 9538811 9775277 549137 729472 1992167 1992167 12080115 12496916 14404732 14785555 X 279777 137024 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1043566 1043566 12063956 5080856 6983100 604001 79359 524642 1216853 750300 466553 1085596 802921 282675 9300536 NON-CURRENT TUITIONS RECEIVABLE 41630 INSURANCE BENEFITS ASSIGNED 25000 CEMETARY LOTS 7000 SECURITY DEPOSITS 480 ASSISTANCE TRUST ASSETS 1965165 RESIDENTS' FUND 121748 OTHER INVESTMENT 384139 2545162 RESIDENTS' FUND 121748 121748 12475893 12196116 279777 137024 137024 416801 12628570 137024 137024 12491546 -15653 -15653 12475893 12211769 15653 15653 12196116 0 12196116 PART XII, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES: -15,653 PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES: 15,653 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 THE FOUNDATION PUBLICIZES ITS NONDISCRIMINATION POLICY IN ALL SOLICITATION MEDIA, INCLUDING WEB SITES, PROMOTIONAL BROCHURES, HANDOUTS AND ADMISSIONS PACKAGES. 1 SCHOLARSHIP 2 55468 CASH SCHOLARSHIP - MFAT 11 67200 CASH OTHER INFORMATION: PART IV: SCHEDULE I, PART I, LINE 2: FACILITY MANAGERS WORK WITH FAMILIES STRUGGLING TO PAY CURRENT COSTS. FAMILIES REQUEST ASSISTANCE WITH AN INDEPENDENT ANALYSIS TO CERTIFY NEED. SENIOR MANAGEMENT REVIEWS AND MAKES RECOMMENDATIONS TO BOARD FOR FINAL APPROVAL. X 1 12337 FMV X FURNITURE 1 493 FMV X GIFT-CARDS 1 655 FMV X SPORTING EVENT TICKETS 1 120 FMV X SNACKS 1 1948 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 A COPY OF FORM 990 IS SENT TO THE FINANCE COMMITTEE FOR REVIEW. ALL TRUSTEES WILL RECEIVE A COPY OF FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES ARE EVALUATED ON AN ANNUAL BASIS BY THE ADMINISTRATIVE COMMITTEE AT WHICH TIME POTENTIAL CONFLICTS OF INTEREST WOULD BE ADDRESSED. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE BOARD DETERMINES OFFICERS WAGES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING & ORGANIZATIONAL DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 137,024. MARBRIDGE FOUNDATION ASSISTANCE FUND 2310 BLISS SPILLAR RD MANCHACA TX 787652440 746351323 PROVIDE FINANCIAL ASSISTANCE TO HANDICAPPED RESIDENTS/STUDENTS OF MARBRIDGE TX 501(C)(3) LINE 11C, III-FI N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 MARBRIDGE FOUNDATION ASSISTANCE FUND R 67200 SEE SUPPLEMENTAL INFORMATION METHOD OF DETERMINING AMOUNT INVOLVED SCHEDULE R, PART V, LINE 2 USED TO FUND MFAT SCHOLARSHIPS. SENIOR MANAGEMENT REVIEWS AND MAKES RECOMMENDATIONS TO BOARD FOR FINAL APPROVAL.