HIGHLAND PARK ISD EDUCATION FOUNDATION: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: HIGHLAND PARK ISD EDUCATION FOUNDATION (EIN 75-1999200)
Tax period: 2010-09-01 to 2011-08-31
Filed: 2012-05-17
IRS object ID: 201231389349300608
Schema version: 2010v3.4
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule I
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-05-17T10:49:23-00:00	Timestamp
Tax Period End Date	2011-08-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Albright Hill and Sumpter PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	12160 N Abrams Suite 412	AddressLine1
City	Dallas	City
State	TX	State
ZIP Code	75243	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2010-09-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	751999200	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	HIGHLAND PARK ISD EDUCATION FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	HIGH	NameControl
Phone	2145260814	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4201 GRASSMERE LANE	AddressLine1
City	DALLAS	City
State	TX	State
ZIP Code	75205	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	JANET PETERSON	Name
Title	EXECUTIVE DIRECTOR	Title
Date Signed	2012-05-17	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Jennifer S Hill	Name
Phone	9722705452	Phone
Date Prepared	2012-05-17	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	JANET PETERSON	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	4201 GRASSMERE LANE	AddressLine1
City	DALLAS	City
State	TX	State
ZIP Code	75205	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	4390744	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	www.hpef.org	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1984	YearFormation
State Legal Domicile	TX	StateLegalDomicile
Activity Or Mission Description	THE ORGANIZATION'S PRIMARY PURPOSE IS TO RAISE FUNDS FOR EDUCATIONAL FUNCTIONS OF THE STUDENTS, FACULTY, ADMINISTRATIVE STAFF AND GRADUATES OF THE HIGHLAND PARK INDEPENDENT SCHOOL DISTRICT IN DALLAS, TEXAS. THE ORGANIZATIONS PRIMARY PURPOSE IS TO RAISE FUNDS FOR EDUCATIONAL FUNCTIONS OF THE STUDENTS, FACULTY, ADMINISTRATIVE STAFF AND GRADUATES OF THE HIGHLAND PARK INDEPENDENT SCHOOL DISTRICT IN DALLAS, TEXAS.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	33	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	33	NbrIndependentVotingMembers
Total Nbr Employees	6	TotalNbrEmployees
Total Nbr Volunteers	400	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	2660804	ContributionsGrantsPriorYear
Contributions Grants Current Year	2786798	ContributionsGrantsCurrentYear
Program Service Revenue CY	0	ProgramServiceRevenueCY
Investment Income Prior Year	144297	InvestmentIncomePriorYear
Investment Income Current Year	340110	InvestmentIncomeCurrentYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	2805101	TotalRevenuePriorYear
Total Revenue Current Year	3126908	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	167875	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	156762	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	421598	SalariesEtcPriorYear
Salaries Etc Current Year	481266	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	351599	TotalFundrsngExpCurrentYear
Other Expense Prior Year	2240813	OtherExpensePriorYear
Other Expenses Current Year	2253836	OtherExpensesCurrentYear
Total Expenses Prior Year	2830286	TotalExpensesPriorYear
Total Expenses Current Year	2891864	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-25185	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	235044	RevenuesLessExpensesCY
Total Assets BOY	8654851	TotalAssetsBOY
Total Assets EOY	9509237	TotalAssetsEOY
Total Liabilities BOY	285660	TotalLiabilitiesBOY
Total Liabilities EOY	667214	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	8369191	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	8842023	NetAssetsOrFundBalancesEOY
Mission Description	TO PRESERVE AND ENRICH EDUCATION IN THE HIGHLAND PARK SCHOOLS.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	2156123	Expense
Grants	156762	Grants
Description	THE FOUNDATION AWARDS SCHOLARSHIPS TO GRADUATING SENIORS TO TEACHERS TO ASSIST THEM IN REACHING THEIR ACADEMIC GOALS. THE FOUNDATION UNDERWRITES CONTINUING EDUCATION COSTS FOR TEACHERS INCLUDING MASTERS LEVEL PROGRAMS AND SPECIAL TRAINING IN TECHNOLOGY AND READING. IN ADDITION, THE FOUNDATION AWARDS 7 TEACHERS OF THE YEAR AWARDS AND GRANTS FOR NEW LEADERSHIP INITIATIVES FOR TEACHERS. THE FOUNDATION ALSO PROVIDES SIGNIFICANT FUNDING FOR TEACHER SALARIES AND SPECIAL PROGRAMS FOR STUDENTS.	Description
Total Program Service Expense	2156123	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	false	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	true	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	false	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	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	4	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	6	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
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	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
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	33	NbrVotingGoverningBodyMembers
Number Independent Voting Members	33	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	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	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
Other Website	X	OtherWebsite
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	JANET PETERSON	NamePerson
Telephone Number	9723959785	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	4201 GRASSMERE	AddressLine1
City	DALLAS	City
State	TX	State
ZIP Code	75205	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (34 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer
JANET PETERSON
ED	040.00	X	X	135483	0	9963
CONNIE O'NEILL
PRESIDENT	001.00			0	0	0	X	X
WILL BEECHERL
VICE PRESIDENT	001.00			0	0	0	X	X
JAE ELLIS
SECRETARY	001.00			0	0	0	X	X
PHYLLIS RIGGINS
TREASURER	001.00			0	0	0	X	X
KRISTY ROBINSON
PARLIAMENTARIAN	001.00			0	0	0	X	X
PAT BOLIN
ADVISOR	001.00			0	0	0	X	X
BARBARA HITZELBERGER-WOOTEN
ADVISOR	001.00			0	0	0	X	X
DOUG THOMPSON
ADVISOR	001.00			0	0	0	X	X
TOM ABBOTT
DIRECTOR	001.00			0	0	0	X
RICK ANIGIAN
DIRECTOR	001.00			0	0	0	X
CYNDI BASSEL
DIRECTOR	001.00			0	0	0	X
WEBBER BEALL
DIRECTOR	001.00			0	0	0	X
BOB CARTER
DIRECTOR	001.00			0	0	0	X
BARBARA DANIEL
DIRECTOR	001.00			0	0	0	X
EMILY DEUTSCHER
DIRECTOR	001.00			0	0	0	X
MELANIE EVANKO
DIRECTOR	001.00			0	0	0	X
JAMES GIBBS
DIRECTOR	001.00			0	0	0	X
FRED HAMM
DIRECTOR	001.00			0	0	0	X
ART HARDING
DIRECTOR	001.00			0	0	0	X
JIM HITZELBERGER
DIRECTOR	001.00			0	0	0	X
BLACKIE HOLMES
DIRECTOR	001.00			0	0	0	X
JENNY JAMES
DIRECTOR	001.00			0	0	0	X
KATHY JENEVEIN
DIRECTOR	001.00			0	0	0	X
KEITH LAYCOCK
DIRECTOR	001.00			0	0	0	X
FRANK MARSHALL
DIRECTOR	001.00			0	0	0	X
ELIZABETH MODORY
DIRECTOR	001.00			0	0	0	X
CHARLES PISTOR
DIRECTOR	001.00			0	0	0	X
TODD PORCH
DIRECTOR	001.00			0	0	0	X
GAGE PRICHARD
DIRECTOR	001.00			0	0	0	X
DELANEY ROLFE
DIRECTOR	001.00			0	0	0	X
JOHN WALTER
DIRECTOR	001.00			0	0	0	X
BOB WHITE
DIRECTOR	001.00			0	0	0	X
MARNIE WILDENTHAL
DIRECTOR	001.00			0	0	0	X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	135483	TotalReportableCompFromOrg
Total Other Compensation	9963	TotalOtherCompensation
Number Individuals GT100 K	1	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
All Other Contributions	2786798	AllOtherContributions
Total Contributions	2786798	TotalContributions

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	150052	TotalRevenueColumn
Exclusion	$150,052	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	1453894	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	1263836	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	190058	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	190058	TotalRevenueColumn
Exclusion	$190,058	ExclusionAmount

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	3126908	TotalRevenueColumn
Exclusion	$340,110	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	156762	Total
Program Services	156762	ProgramServices

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	0	Total

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	135483	Total
Management And General	67742	ManagementAndGeneral
Fundraising	67741	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	246965	Total
Management And General	123482	ManagementAndGeneral
Fundraising	123483	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	21905	Total
Management And General	21905	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	47835	Total
Management And General	47835	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	29078	Total
Management And General	29078	ManagementAndGeneral

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	0	Total

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	8000	Total
Management And General	2400	ManagementAndGeneral
Fundraising	5600	Fundraising

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	0	Total

Field	Value	IRS element (for citing)
Fees For Services Prof Fundraising		FeesForServicesProfFundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	30854	Total
Management And General	30854	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	82777	Total
Management And General	24833	ManagementAndGeneral
Fundraising	57944	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	0	Total

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	50035	Total
Management And General	25102	ManagementAndGeneral
Fundraising	24933	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	5615	Total
Management And General	5615	ManagementAndGeneral

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	0	Total

Travel Travel

Field	Value	IRS element (for citing)
Total	0	Total

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	0	Total

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	0	Total

Insurance Insurance

Field	Value	IRS element (for citing)
Total	3365	Total
Management And General	3365	ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	FundraisingFundraising
ALUMNI ASSOCIATION	75752	75752
OTHER STUDENT PROGRAMS	1123688	1123688
MAD FOR PLAID	720562	720562
SCOT DOLLARS	72359	72359
PUBLIC RELATIONS	71898		71898

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	8931	Total
Program Services	7000	ProgramServices
Management And General	1931	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	2891864	Total
Program Services	2156123	ProgramServices
Management And General	384142	ManagementAndGeneral
Fundraising	351599	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	250	BOY
EOY	729	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	2631611	BOY
EOY	1899996	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	203857	BOY
EOY	243949	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	69875	BOY
EOY	105230	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	37830	BOY
EOY	47215	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	1581	BOY
EOY	1802	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	5709847	BOY
EOY	7210316	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	8654851	BOY
EOY	9509237	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	35847	BOY
EOY	44157	EOY

Grants Payable GrantsPayable

Field	Value	IRS element (for citing)
BOY	49000	BOY
EOY	401946	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	36727	BOY
EOY	37570	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	164086	BOY
EOY	183541	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	285660	BOY
EOY	667214	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	232865	BOY
EOY	-1283	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	1416223	BOY
EOY	2007211	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	6720103	BOY
EOY	6836095	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	8369191	BOY
EOY	8842023	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	8654851	BOY
EOY	9509237	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	235044	ReconcilationRevenueExpenses
Reconcilation Other Changes	237788	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

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	4317278	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	4818270	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	2953725	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	2660804	CurrentTaxYearMinus1Year
Current Tax Year	2786798	CurrentTaxYear
Total	17536875	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	4317278	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	4818270	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	2953725	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	2660804	CurrentTaxYearMinus1Year
Current Tax Year	2786798	CurrentTaxYear
Total	17536875	Total

Field	Value	IRS element (for citing)
Amounts Subst Contributors Total	2373725	AmountsSubstContributorsTotal
Public Support Total170	15163150	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	213322	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	206172	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	186849	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	119308	CurrentTaxYearMinus1Year
Current Tax Year	150052	CurrentTaxYear
Total	875703	Total

Field	Value	IRS element (for citing)
Total Support	18412578	TotalSupport
Public Support Pertcentage170	0.82350	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.84740	PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170	X	ThirtyThreePercntTestsCY170
Public Support Percentage509	0.00000	PublicSupportPercentage509
Investment Income Percentage	0.00000	InvestmentIncomePercentage

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)
Included On FS	false	IncludedOnFS

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	6720103	BeginningOfYearBalance
Contributions	115992	Contributions
End Of Year Balance	6836095	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	6639191	BeginningOfYearBalance
Contributions	80912	Contributions
End Of Year Balance	6720103	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	6527279	BeginningOfYearBalance
Contributions	253829	Contributions
Other Expenditures	141917	OtherExpenditures
End Of Year Balance	6639191	EndOfYearBalance

Field	Value	IRS element (for citing)
Permanent Endowment EOY Balance	1.00000	PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	CLASS FUNDS	Description
Amount	$183,541	Amount

Field	Value	IRS element (for citing)
Total Of Amounts	183541	TotalOfAmounts
Total Revenue	3126908	TotalRevenue
Total Expenses	2891864	TotalExpenses
Excess Or Deficit For Year	235044	ExcessOrDeficitForYear
Net Unrealized GL On Investments	537788	NetUnrealizedGLOnInvestments
Total Adjustments	537788	TotalAdjustments
Excess Or Deficit Per FS	772832	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	3633842	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	537788	NetUnrealizedGainsInvestments
Revenue Not Rptd F990	537788	RevenueNotRptdF990
Revenue Subtotal	3096054	RevenueSubtotal
Investment Expenses Not Included	30854	InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt	30854	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	3126908	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	2861010	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	2861010	ExpensesSubtotal
Investment Expenses Not Included2	30854	InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt	30854	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	2891864	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
V	4	THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS, THE OBJECTIVE OF WHICH IS TO PRESERVE AND ENHANCE THE PURCHASING POWER OF ASSETS HELD FOR THE BENEFIT OF THE FOUNDATION WHILE PROVIDING A STREAM OF INCOME TO PROVIDE NECESSARY FINANCIAL SUPPORT FOR THOSE COMPANIES AS NEEDED.
X	2	THE FOUNDATION FILES AN ANNUAL INFORMATION RETURN. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2007. THE FOUNDATION HAS ADOPTED THE PROVISIONS OF FASB ASC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THERE WERE NO UNRECOGNIZED TAX BENEFITS AS OF AUGUST 31, 2011 AND 2010.
X	2	THE FOUNDATION RECOGNIZES INTEREST ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN ADMINISTRATIVE EXPENSE. THERE WERE NO SUCH INTEREST AND PENALTIES FOR THE YEARS ENDED AUGUST 31, 2011 AND 2010.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	true	RecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII

Field	Value	IRS element (for citing)
Type Of Grant	SCHOLARSHIPS	TypeOfGrant
Number Of Recipients	89	NumberOfRecipients
Amount Of Cash Grant	156762	AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	I	Identifier
Return Reference	2	ReturnReference
Explanation	THE FOUNDATION AWARDS SCHOLARSHIPS TO QUALIFIED CANDIDATES SELECTED AND APPROVED BY THE BOARD OF DIRECTORS. THESE COMMITMENTS HAVE BEEN RECORDED BY THE FOUNDATION AS LIABILITIES.	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Form 990 Part XI	5	UNREALIZED GAIN OF 537,788 AND PRIOR PERIOD RESTATEMENT OF 300,000.
Form 990 Part VI	11b	A COPY OF THE 990 IS REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS BEFORE IT IS FILED. EACH MEMBER OF THE COMMITTEE RECEIVES THE FORM IN ADVANCE OF A MEETING SO THEY ARE ABLE TO DISCUSS IT IN DETAIL.
Form 990 Part VI	12c	THE ORGANIZATION DOES NOT NORMALLY ENTER INTO CONTRACTS WITH ENTITIES OUTSIDE OF THE SCHOOL DISTRICT. PART OF THE CONFLICT OF INTEREST POLICY REQUIRES EACH BOARD MEMBER TO DISCLOSE ANY POTENTIAL CONFLICTS ANNUALLY.
Form 990 Part VI	15b	THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION OF THE EXECUTIVE DIRECTOR EACH SUMMER PRIOR TO THE DEVELOPMENT OF THE OVERALL BUDGET FOR THE EDUCATION FOUNDATION. COMPENSATION IS BASED UPON RESULTS OF FUND-RAISING AND ALUMNI ACTIVITIES. ANY CHANGES ARE WITH RANGES OF CHANGE RAISES OR BONUSES OFFERED IN THE PRIVATE SECTOR.
Form 990 Part VI	19	THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENT AVAILABLE UPON REQUEST. THERE IS A STATEMENT ON THE ORGANIZATIONS WEBSITE STATING THE PROCEDURE FOR REQUESTING THIS INFORMATION.
		Form 990 Part XI Line 5 UNREALIZED GAIN OF 537,788 AND PRIOR PERIOD RESTATEMENT OF 300,000. Form 990 Part VI Section B Line 11b A COPY OF THE 990 IS REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS BEFORE IT IS FILED. EACH MEMBER OF THE COMMITTEE RECEIVES THE FORM IN ADVANCE OF A MEETING SO THEY ARE ABLE TO DISCUSS IT IN DETAIL. Form 990 Part VI Section B Line 12c THE ORGANIZATION DOES NOT NORMALLY ENTER INTO CONTRACTS WITH ENTITIES OUTSIDE OF THE SCHOOL DISTRICT. PART OF THE CONFLICT OF INTEREST POLICY REQUIRES EACH BOARD MEMBER TO DISCLOSE ANY POTENTIAL CONFLICTS ANNUALLY. Form 990 Part VI Section B Line 15b THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION OF THE EXECUTIVE DIRECTOR EACH SUMMER PRIOR TO THE DEVELOPMENT OF THE OVERALL BUDGET FOR THE EDUCATION FOUNDATION. COMPENSATION IS BASED UPON RESULTS OF FUND-RAISING AND ALUMNI ACTIVITIES. ANY CHANGES ARE WITH RANGES OF CHANGE RAISES OR BONUSES OFFERED IN THE PRIVATE SECTOR. Form 990 Part VI Section C Line 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENT AVAILABLE UPON REQUEST. THERE IS A STATEMENT ON THE ORGANIZATIONS WEBSITE STATING THE PROCEDURE FOR REQUESTING THIS INFORMATION.