BOOK INDUSTRY CHARITABLE FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- BOOK INDUSTRY CHARITABLE FOUNDATION (EIN 38-3279018)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-12
- IRS object ID
- 201131329349303238
- Schema version
- 2010v3.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-12T15:18:30-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 E COURT ST SUITE 1A | AddressLine1 |
| City | FLINT | City |
| State | MI | State |
| ZIP Code | 485021647 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383279018 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BORDERS GROUP FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BORD | NameControl |
| Phone | 7344774789 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PHOENIX DRIVE | AddressLine1 |
| City | ANN ARBOR | City |
| State | MI | State |
| ZIP Code | 48108 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRAD SHUGART | Name |
| Title | TREASURER | Title |
| Phone | 7344774789 | Phone |
| Date Signed | 2011-05-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8107675350 | Phone |
| 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 | GEORGE MRKONIC | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PHOENIX DRIVE | AddressLine1 |
| City | ANN ARBOR | City |
| State | MI | State |
| ZIP Code | 48108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 591415 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BORDERS.COM/ONLINE/STORE/BGIVIEW_BGICOMMFOUND | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1996 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | THE BORDERS GROUP FOUNDATION IS A 501(C)(3) NONPROFIT, CHARITABLE ORGANIZATION THAT COORDINATES PROGRAMS TO STRENGTHEN AND SUPPORT BORDERS GROUP EMPLOYEES AND THEIR FAMILIES. ESTABLISHED IN 1996, THE CORE PROGRAM PROVIDES ASSISTANCE TO EMPLOYEES WHO HAVE DEMONSTRATED FINANCIAL NEED ARISING FROM SEVERE HARDSHIP AND/OR EMERGENCY CIRCUMSTANCES. ADDITIONAL PROGRAMS INCLUDE SENDING BEREAVEMENT BASKETS WHEN ANY EMPLOYEE EXPERIENCES THE DEATH OF AN IMMEDIATE FAMILY MEMBER, AS WELL AS SCHOLARSHIPS BASED ON NEED, MERIT, AND LEADERSHIP TO EMPLOYEES AND THEIR DEPENDENTS EACH YEAR TO HELP DEFRAY THE COSTS OF HIGHER EDUCATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 150 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 364060 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 408016 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 127434 | InvestmentIncomePriorYear |
| Investment Income Current Year | 70818 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 102815 | OtherRevenuePriorYear |
| Other Revenue Current Year | 68159 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 594309 | TotalRevenuePriorYear |
| Total Revenue Current Year | 546993 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 449067 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 432482 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 140204 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 157500 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 19650 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 100527 | OtherExpensePriorYear |
| Other Expenses Current Year | 74809 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 689798 | TotalExpensesPriorYear |
| Total Expenses Current Year | 664791 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -95489 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -117798 | RevenuesLessExpensesCY |
| Total Assets BOY | 4868663 | TotalAssetsBOY |
| Total Assets EOY | 4732462 | TotalAssetsEOY |
| Total Liabilities BOY | 28760 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 10357 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4839903 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4722105 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | OUR MISSION IS TO STRENGTHEN THE BORDERS GROUP FAMILY THROUGH CHARITABLE PROGRAMS THAT SUPPORT EMPLOYEES AND THEIR COMMUNITIES. | MissionDescription |
| Significant New Program Services | 1 | SignificantNewProgramServices |
| Significant Change | 1 | SignificantChange |
| Expense | 303621 | Expense |
| Grants | 229226 | Grants |
| Revenue | 0 | Revenue |
| Description | ASSISTANCE TO EMPLOYEES AND FORMER EMPLOYEES: THE CENTERPIECE PROGRAM PROVIDES SHORT-TERM FINANCIAL ASSISTANCE TO EMPLOYEES AND FORMER EMPLOYEES AND THEIR IMMEDIATE FAMILIES WHO HAVE DEMONSTRATED FINANCIAL NEED ARISING FROM SEVERE HARDSHIP AND/OR EMERGENCY CIRCUMSTANCES, INCLUDING BUT NOT LIMITED TO, DEATH OF AN EMPLOYEE OR IMMEDIATE FAMILY MEMBER, DISASTER RELIEF, EMERGENCY TRAVEL, ESSENTIAL HOME REPAIR, SERIOUS MEDICAL CONDITION, VICTIM OF CRIME, HOMELESSNESS PREVENTION OR OTHER LIFE CHANGING EVENT, SUCH AS DIVORCE OR SEPARATION. ADDITIONALLY, THE BORDERS GROUP FOUNDATION MADE AVAILABLE OTHER TOOLS TO HELP AFFECTED EMPLOYEES DEAL WITH ONGOING FINANCIAL CHALLENGES. THESE TOOLS INCLUDE RESOURCE DIRECTORIES, BUDGET PLANNING GUIDES AND FINANCIAL MANAGEMENT WORKSHOPS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 219536 | Expense |
| Grants | 156000 | Grants |
| Revenue | 0 | Revenue |
| Description | EMPLOYEE SCHOLARSHIPS: A MERIT BASED SCHOLARSHIP PROGRAM TO ASSIST EMPLOYEES AND THE DEPENDENTS OF EMPLOYEES WITH THE COSTS OF HIGHER EDUCATION, INCLUDING UNDERGRADUATE, GRADUATE, VOCATIONAL, AND TECHNICAL STUDIES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 62604 | Expense |
| Grants | 47256 | Grants |
| Description | BEREAVEMENT OUTREACH AND MEMORIAL CONTRIBUTIONS: UPON THE DEATH OF AN IMMEDIATE FAMILY MEMBER THE FOUNDATION PROVIDES A CARE PACKAGE TO THE EMPLOYEE AND THEIR FAMILY TO HONOR THEIR LOVED ONE. AND A MEMORIAL DONATION IS MADE UPON THE DEATH OF AN EMPLOYEE TO A CHARITY OF THE FAMILY'S CHOICE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 585761 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRAD SHUGART | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7344774789 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PHOENIX DRIVE | AddressLine1 |
| City | ANN ARBOR | City |
| State | MI | State |
| ZIP Code | 48108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| LISA SMOLA-HOLLO | ||||||
| DIRECTOR, PRESIDENT | 1.00 | X | X | 0 | 107251 | 0 |
| MEGHAN HOLMES | ||||||
| DIRECTOR, VICE PRESIDENT | 1.00 | X | X | 0 | 103615 | 0 |
| AMY SAMPLE | ||||||
| DIRECTOR, SECRETARY | 1.00 | X | X | 0 | 93937 | 0 |
| BRAD SHUGART | ||||||
| DIRECTOR, TREASURER | 1.00 | X | X | 0 | 125780 | 0 |
| GEORGE MRKONIC | ||||||
| DIRECTOR, CHAIRMAN | 0.50 | X | X | 0 | 27500 | 0 |
| MATT CHOSID | ||||||
| DIRECTOR | 0.50 | X | 0 | 189274 | 0 | |
| JOANNA GOLDSTEIN | ||||||
| DIRECTOR | 0.50 | X | 0 | 175255 | 0 | |
| LINDSAY BARNES | ||||||
| DIRECTOR | 0.50 | X | 0 | 130381 | 0 | |
| CHRISTIE ROEHL | ||||||
| DIRECTOR | 0.50 | X | 0 | 63210 | 0 | |
| KRISTEN HUNSBERGER | ||||||
| DIRECTOR | 0.50 | X | 0 | 73150 | 0 | |
| RASHID ABDUR-RAHIM | ||||||
| DIRECTOR | 0.50 | X | 0 | 49519 | 0 | |
| TAMMY HUNTER | ||||||
| DIRECTOR | 0.50 | X | 0 | 65599 | 0 | |
| JOHN MELNICK | ||||||
| DIRECTOR | 0.50 | X | 0 | 203838 | 0 | |
| MEGAN HINTERMAN | ||||||
| DIRECTOR | 0.50 | X | 0 | 35863 | 0 | |
| PAT WYNN | ||||||
| DIRECTOR | 0.50 | X | 0 | 295891 | 0 | |
| NONA BENNETT | ||||||
| DIRECTOR | 0.50 | X | 0 | 34523 | 0 | |
| PAMELA FRENCH | ||||||
| EXECUTIVE DIRECTOR | 36.00 | X | 81180 | 9020 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 81180 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1783606 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 110150 | FundraisingEvents |
| All Other Contributions | 297866 | AllOtherContributions |
| Noncash Contributions | 3544 | NoncashContributions |
| Total Contributions | 408016 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 70818 | TotalRevenueColumn |
| Exclusion | $70,818 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 111317 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 110150 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 44422 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 66895 | TotalRevenueColumn |
| Exclusion | $66,895 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 1264 | TotalRevenueColumn |
| Exclusion | $1,264 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1264 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 546993 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $138,977 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7500 | Total |
| Program Services | 7500 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 424982 | Total |
| Program Services | 424982 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85694 | Total |
| Program Services | 66842 | ProgramServices |
| Management And General | 8569 | ManagementAndGeneral |
| Fundraising | 10283 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66632 | Total |
| Program Services | 60697 | ProgramServices |
| Management And General | 2698 | ManagementAndGeneral |
| Fundraising | 3237 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5174 | Total |
| Program Services | 4058 | ProgramServices |
| Management And General | 508 | ManagementAndGeneral |
| Fundraising | 608 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1600 | Total |
| Management And General | 1600 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27449 | Total |
| Management And General | 27449 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3082 | Total |
| Program Services | 2038 | ProgramServices |
| Management And General | 1044 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 389 | Total |
| Management And General | 389 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 635 | Total |
| Management And General | 635 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SCHOLARSHIP MANAGEMENT | 12900 | 12900 | ||
| ADMINISTRATIVE FEE | 8086 | 6744 | 609 | 733 |
| BANK SERVICE CHARGES | 5867 | 5867 | ||
| ANNUAL CAMPAIGN EXPENSE | 4789 | 4789 | ||
| LICENSE AND FEES EXPENS | 3211 | 3211 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6801 | Total |
| Management And General | 6801 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 664791 | Total |
| Program Services | 585761 | ProgramServices |
| Management And General | 59380 | ManagementAndGeneral |
| Fundraising | 19650 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 563435 | BOY |
| EOY | 566607 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3710035 | BOY |
| EOY | 3841858 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 593393 | BOY |
| EOY | 322502 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1800 | BOY |
| EOY | 1495 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4868663 | BOY |
| EOY | 4732462 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28760 | BOY |
| EOY | 10357 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28760 | BOY |
| EOY | 10357 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3216906 | BOY |
| EOY | 3425275 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1622997 | BOY |
| EOY | 1296830 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4839903 | BOY |
| EOY | 4722105 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4868663 | BOY |
| EOY | 4732462 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -117798 | ReconcilationRevenueExpenses |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | 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 | 985200 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1018099 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 534216 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 364060 | CurrentTaxYearMinus1Year |
| Current Tax Year | 408016 | CurrentTaxYear |
| Total | 3309591 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 985200 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1018099 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 534216 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 364060 | CurrentTaxYearMinus1Year |
| Current Tax Year | 408016 | CurrentTaxYear |
| Total | 3309591 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 487000 | AmountsSubstContributorsTotal |
| Public Support Total170 | 2822591 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 124162 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 172921 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 171924 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 127434 | CurrentTaxYearMinus1Year |
| Current Tax Year | 70818 | CurrentTaxYear |
| Total | 667259 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 422 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16239 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7054 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5092 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1264 | CurrentTaxYear |
| Total | 30071 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 4006921 | TotalSupport |
| Gross Receipts From Admissions Etc | 443881 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.70440 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.68290 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Total Revenue | 546993 | TotalRevenue |
| Total Expenses | 664791 | TotalExpenses |
| Excess Or Deficit For Year | -117798 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | -117798 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 596567 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 49574 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 49574 | RevenueNotRptdF990 |
| Revenue Subtotal | 546993 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 546993 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 714365 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 49574 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 49574 | ExpensesNotRptdF990 |
| Expenses Subtotal | 664791 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 664791 | TotalExpensesPerForm990 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF OUTING | NameOfEvent1 |
| Gross Receipts Event1 | 152605 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 110150 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 42455 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 753 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 9673 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 13021 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 240 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 11615 | OtherDirectExpensesEvent1 |
| Name Of Event2 | HOLIDAY SALE | NameOfEvent2 |
| Gross Receipts Event2 | 19129 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 19129 | GrossRevenueEvent2 |
| Total Number Of Other Events | 6 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 49733 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 49733 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 9120 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 221467 | GrossReceiptsTotal |
| Charitable Contributions Total | 110150 | CharitableContributionsTotal |
| Gross Revenue Total Events | 111317 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 753 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 9673 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 13021 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 240 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 20735 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 44422 | DirectExpenseSummaryEvents |
| Net Income Summary | 66895 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
| No Grant More Than5000 | X | NoGrantMoreThan5000 |
Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| FINANCIAL ASSISTANCE | 124 | 228126 | |||
| DISASTER RELIEF | 11 | 1100 | |||
| SCHOLARSHIPS | 60 | 156000 | |||
| BEREAVEMENT ASSISTANCE | 284 | 39756 | FMV | GIFT BASKETS |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE USE OF GRANT FUNDS IS MONITORED IN TWO WAYS. FIRST, THROUGH THE DUE DILIGENCE RESEARCH OF THE PROGRAMS MANAGER WHEN ASSESSING THE INTIAL GRANT REQUEST AND POTENTIAL GRANT AMOUNT. THE GRANT APPLICANT MUST PROVIDE ALL RELEVANT DOCUEMNTATION OF EXPENSES AND THE PROGRAM MANAGER VERIFIES THAT A VALID QUALIFYING EVENT HAS OCCURRED AND THAT THE NEED DOES EXIST. SECOND, ONCE A GRANT IS APPROVED, PAYMENTS ARE NOT MADE DIRECTLY TO THE GRANT RECIPIENT, INSTEAD PAYMENTS ARE MADE DIRECTLY TO THE SERVICE PROVIDER/COMPANY ON BEHALF OF THE GRANT RECIPIENT. EXAMPLES OF SERVICE PROVIDERS/COMPANIES INCLUDE: UTILITY COMPANIES, MORTGAGE LENDERS, MEDICAL PROVIDERS AND FUNERAL SERVICE PROVIDERS. IN ADDITION, WHEN PAYMENTS/FUNDS ARE SENT TO A PROVIDER/COMPANY THE GRANT RECIPIENT'S ACCOUNT INFOMRATION IS INCLUDED SO THAT PAYMENT IS APPLIED PROPERLY. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MATT CHOSID | |||||||||||||
| 0 | 164904 | 0 | 22500 | 0 | 1870 | 0 | 0 | 0 | 0 | 0 | 189274 | 0 | 0 |
| JOANNA GOLDSTEIN | |||||||||||||
| 0 | 153654 | 0 | 20420 | 0 | 1181 | 0 | 0 | 0 | 0 | 0 | 175255 | 0 | 0 |
| JOHN MELNICK | |||||||||||||
| 0 | 200000 | 0 | 3838 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 203838 | 0 | 0 |
| PAT WYNN | |||||||||||||
| 0 | 87950 | 0 | 11964 | 0 | 195977 | 0 | 0 | 0 | 0 | 0 | 295891 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4A | ReturnReference |
| Explanation | NONA BENNETT - $4,471.88 PAT WYNN - $195,977.33 | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NEW PROGRAM SERVICES | FORM 990, PART III, LINE 2 | IN 2010 THE FOUNDATION PILOTED HOMELESSNESS PREVENTION AS A QUALIFYING EVENT AND GIVEN THE RESULTS OF THE PILOT, HOMELESSNESS PREVENTION WAS ADDED AS A QUALIFYING EVENT. |
| CHANGES IN PROGRAM SERVICES | FORM 990, PART III, LINE 3 | IN 2010 THE ARTICLES OF INCORPORATION WERE CHANGED TO INCLUDE THE OPTION TO EXTEND PROGRAM SERVICES TO FORMER BORDERS EMPLOYEES. THROUGH A BOARD RESOLUTION FORMER EMPLOYEES WERE ADDED AS ELIGIBLE FOR ASSISTANCE CONSIDERATION AS OF 1/1/2011. |
| FORM 990, PART VI, SECTION A, LINE 4 | IN 2010 THE ARTICLES OF INCORPORATION WERE CHANGED TO INCLUDE THE OPTION TO EXTEND PROGRAM SERVICES TO FORMER BORDERS EMPLOYEES. THROUGH A BOARD RESOLUTION FORMER EMPLOYEES WERE ADDED AS ELIGIBLE FOR ASSISTANCE CONSIDERATION AS OF 1/1/2011. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FULL AND COMPLETE 990 WILL BE REVIEWED BY THE EXECUTIVE DIRECTOR AND ALL MEMBERS OF THE EXECUTIVE COMMITTEE (PRESIDENT, VICE PRESIDENT, SECRETARY, TREASURER.) THE REMAINING BOARD OF DIRECTOR MEMBERS WILL RECEIVE A FULL COPY OF THE 990 WITH THE EXCEPTION THAT THE INDIVIDUAL BOARD MEMBER'S SALARY INFORMATION WILL BE BLACKED OUT. THIS IS TO PROVIDE SOME PRIVACY OF INFORMATION REGARDING SALARY THAT IS NOT PAID BY THE FOUNDATION, BUT IS PAID BY THE BOARD MEMBER'S EMPLOYER, BORDERS GROUP. ALL SALARY INFORMATION FOR THE EXECUTIVE DIRECTOR WILL BE INCLUDED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE POLICY IS REVIEWED EACH YEAR WHEN NEW BOD MEMBERS ARE ADDED. AND NEW BOD MEMBERS ARE REQUIRED TO SIGN AND RETURN THE CONFLICT OF INTEREST STATEMENT. IN ADDITION, THE BOARD MEMBER ROLE DESCRIPTION INCLUDES A CONFLICT OF INTEREST STATEMENT AND THE STATEMENT IS REVIEWED AT THE FIRST BOD MEETING OF EVERY FISCAL YEAR. | |
| FORM 990, PART VI, SECTION B, LINE 15A | A SALARY REVIEW AND TITLE REVIEW WERE CONDUCTED BY THE PRESIDENT OF THE BOD AND SHARED WITH THE OTHER EXECUTIVE COMMITTEE MEMBERS. THIS INCLUDED COLLECTING BENCH MARK DATA ON SALARY, TITLE AND RESPONSIBILITIES. THE SURVEY WAS CONDUCTED THROUGH THE BORDERS COMPENSATION DEPARTMENT WHEN THE POSITION WAS LAST OPEN/POSTED, FALL 2008. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATION | FORM 990, PART VII,COLUMN B | LISA SMOLA-HOLLO: 40 HOURS MEGHAN HOLMES: 40 HOURS BRAD SHUGART: 40 HOURS AMY SAMPLE: 40 HOURS GEORGE MRKONIC: 10 HOURS MATT CHOSID: 40 HOURS JOANNA GOLDSTEIN: 40 HOURS LINDSAY BARNES: 40 HOURS CHRISTIE ROEHL: 40 HOURS KRISTEN HUNSBERGER: 40 HOURS RASHID ABDUR-RAHIM: 40 HOURS TAMMY HUNTER: 40 HOURS JOHN MELNICK: 40 HOURS MEGAN HINTERMAN: 40 HOURS PAT WYNN: 40 HOURS NONA BENNETT: 40 HOURS PAMELA FRENCH: 4 HOURS |
| CHANGES TO PROCESS OF AUDIT COMMITTEE'S OVERSIGHT RESPONSIBILITIES | FORM 990, PART XI, LINE 2C | NONE NOTED IN 2010 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BORDERS GROUP FOUNDATION UNITED KINGDOM PAPERCHASE PRODUCTS LTD | BusinessNameLine1 |
Address Foreign AddressForeign
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 ALFRED PLACE | AddressLine1 |
| City | LONDON | City |
| Country | UK | Country |
| Postal Code | WC1E7EB | PostalCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | GRANT MAKING | PrimaryActivities |
| Legal Domicile Foreign Country | UK | LegalDomicileForeignCountry |
| Exempt Code Section | 1110350 | ExemptCodeSection |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BORDERS GROUP FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 0 | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BORDERS GROUP INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PHOENIX DRIVE | AddressLine1 |
| City | ANN ARBOR | City |
| State | MI | State |
| ZIP Code | 48108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 323294588 | EIN |
| Primary Activity | RETAIL | PrimaryActivity |
| Legal Domicile State | MI | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BORDERS GROUP INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | O | TransactionType |
| Amount Involved | 248000 | AmountInvolved |
| Method Of Amt Determination | FMV | MethodOfAmtDetermination |
Comments