2012-07-28T13:33:17-07:00 2010-05-31 990 2009-06-01 202131507 JUNE F SHELTON LEGACY FOUNDATION JUNE 9727741772 15720 Hillcrest Dallas TX 75248 Mitzi Freeman 9727741772 2012-07-28 2009 2016-02-24 21:20:13Z William C Ward 15720 Hillcrest Dallas TX 75248 294305 0 X X 2005 TX The June F. Shelton Legacy Foundation is organized and shall be operated exclusively for the benefit of the June Shelton School and Evaluation Center. It shall support the school by soliciting, receiving, holding, investing and managing gifts, grants, contributions and bequests which are intended to benefit the long-term goals, purposes and objectives of Shelton School, and by holding, managing and investing an endowment fund for the benefit of the school. 10 0 0 0 0 0 373200 198769 0 0 177234 95536 0 0 550434 294305 250000 134000 0 0 32665 0 0 0 0 0 38456 282665 172456 267769 121849 3636040 3799308 0 0 3636040 3799308 To support the June Shelton School and Evaluation Center by managing, holding and investing an endowment fund for the benefit of the school. 0 0 172456 134000 284305 Education, General/Other: The Corporation receives, holds and invests and manages gifts, grants, contributions and bequests to benefit the long term goals, purpose and objectives of the June Shelton School. 0 0 0 172456 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 10 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 TX X Mitzi Freeman 9727741772 15720 Hillcrest Dallas TX 75248 X Joyce S Pickering 1 X 0 0 0 Cynthia Wilson Krause 2 X 0 0 0 Sue Lightner 1 X 0 0 0 Suzanne Stell 3 X 0 0 0 Susan Jarzemsky 2 X 0 0 0 Benton Markey 2 X 0 0 0 William C Ward 3 X 0 0 0 Phillip Wiggins 2 X 0 0 0 Robert Walker 2 X 0 0 0 Robert G Pickering 2 X 0 0 0 Mitzi Freeman 4 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 198769 0 198769 0 95536 95536 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 294305 95536 0 0 134000 134000 38456 38456 172456 172456 0 0 3636040 3799308 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3636040 3799308 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 2032600 2065868 0 0 1603440 1733440 3636040 3799308 3636040 3799308 X 1 1 1 X 0 X 288993 406191 254765 240796 198769 1389514 288993 406191 254765 240796 198769 1389514 1389514 288993 406191 254765 240796 198769 1389514 1 1 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3636040 198769 95536 134000 0 38456 3757889 5288635 85471 -1452941 250000 0 35125 3636040 0.03 0.97 0 0 0 294305 172456 121849 0 0 0 0 0 0 121849 294305 0 0 0 0 0 294305 0 0 0 294305 172456 0 0 0 0 0 172456 0 0 0 172456 SchD_P05_S00_L04 Schedule D, Part V, Line 4 The funds are used to support the June Shelton School in the areas of Staff Salaries and Benefits, Financial Aid, Technology and Outreach 1 June Shelton School and Evaluation Center 15720 Hillcrest Dallas TX 75248 751507280 134000 0 0 The serve the mission of the Legacy Foundation, which is to support the June Shelton School. 1 0 SchI_P01_S00_L02 Schedule I, Part I, Line 2 The Board meets to determine the total grant amount to be given to the School. They follow the Spending Policy set forth in the By Laws. Grant amounts are given to specific areas based on the percentage of the total amount available that they hold. For example, if the total amount Restricted to Staff Salary and Benefits was 10% of the total, then that fund would receive 10% of the total grant. F990_P06_S0A_L02 Form 990, Part VI, Section A, Line 2 Robert G. Pickering, Treasurer and Joyce S Pickering, Board Member are married F990_P06_S0B_L11a Form 990, Part VI, Section B, Line 11a The Form 990 is emailed to the Board members before it is submitted. It is also available for review during office hours upon request. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c Each Board member and Key employee is required to complete a Conflict of Interest form each year. Any conflicts are given to the Board and that member refrains from voting on any topics relating to the conflict. To date we have not had any conflicts. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 All documents pertaining to the Legacy foundation are available for review during regular business hours upon request. Documents are shared with the Board each year at a regularly scheduled meeting. Audit was late being completed.