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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-05-12T15:18:30-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1PLANTE & MORAN PLLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1111 E COURT ST SUITE 1AAddressLine1
CityFLINTCity
StateMIState
ZIP Code485021647ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN383279018EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1BORDERS GROUP FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlBORDNameControl
Phone7344774789Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 PHOENIX DRIVEAddressLine1
CityANN ARBORCity
StateMIState
ZIP Code48108ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameBRAD SHUGARTName
TitleTREASURERTitle
Phone7344774789Phone
Date Signed2011-05-11DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone8107675350Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonGEORGE MRKONICNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1100 PHOENIX DRIVEAddressLine1
CityANN ARBORCity
StateMIState
ZIP Code48108ZIPCode
FieldValueIRS element (for citing)
Gross Receipts591415GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.BORDERS.COM/ONLINE/STORE/BGIVIEW_BGICOMMFOUNDWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1996YearFormation
State Legal DomicileMIStateLegalDomicile
Activity Or Mission DescriptionTHE 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 Body13NbrVotingMembersGoverningBody
Nbr Independent Voting Members0NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers150TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year364060ContributionsGrantsPriorYear
Contributions Grants Current Year408016ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year127434InvestmentIncomePriorYear
Investment Income Current Year70818InvestmentIncomeCurrentYear
Other Revenue Prior Year102815OtherRevenuePriorYear
Other Revenue Current Year68159OtherRevenueCurrentYear
Total Revenue Prior Year594309TotalRevenuePriorYear
Total Revenue Current Year546993TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year449067GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY432482GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year140204SalariesEtcPriorYear
Salaries Etc Current Year157500SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year19650TotalFundrsngExpCurrentYear
Other Expense Prior Year100527OtherExpensePriorYear
Other Expenses Current Year74809OtherExpensesCurrentYear
Total Expenses Prior Year689798TotalExpensesPriorYear
Total Expenses Current Year664791TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-95489RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-117798RevenuesLessExpensesCY
Total Assets BOY4868663TotalAssetsBOY
Total Assets EOY4732462TotalAssetsEOY
Total Liabilities BOY28760TotalLiabilitiesBOY
Total Liabilities EOY10357TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY4839903NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY4722105NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionOUR MISSION IS TO STRENGTHEN THE BORDERS GROUP FAMILY THROUGH CHARITABLE PROGRAMS THAT SUPPORT EMPLOYEES AND THEIR COMMUNITIES.MissionDescription
Significant New Program Services1SignificantNewProgramServices
Significant Change1SignificantChange
Expense303621Expense
Grants229226Grants
Revenue0Revenue
DescriptionASSISTANCE 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

FieldValueIRS element (for citing)
Expense219536Expense
Grants156000Grants
Revenue0Revenue
DescriptionEMPLOYEE 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

FieldValueIRS element (for citing)
Expense62604Expense
Grants47256Grants
DescriptionBEREAVEMENT 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
FieldValueIRS element (for citing)
Total Program Service Expense585761TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members13NbrVotingGoverningBodyMembers
Number Independent Voting Members0NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs1ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body0Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledAKStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledAZStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCTStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledFLStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledILStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledKSStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledKYStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledLAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMEStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMDStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMIStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMNStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMSStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNHStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNJStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNYStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNCStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledOKStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledORStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledPAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledSCStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledTNStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledUTStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWVStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWIStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1BRAD SHUGARTBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number7344774789TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1100 PHOENIX DRIVEAddressLine1
CityANN ARBORCity
StateMIState
ZIP Code48108ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (17 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
LISA SMOLA-HOLLO
DIRECTOR, PRESIDENT1.00XX01072510
MEGHAN HOLMES
DIRECTOR, VICE PRESIDENT1.00XX01036150
AMY SAMPLE
DIRECTOR, SECRETARY1.00XX0939370
BRAD SHUGART
DIRECTOR, TREASURER1.00XX01257800
GEORGE MRKONIC
DIRECTOR, CHAIRMAN0.50XX0275000
MATT CHOSID
DIRECTOR0.50X01892740
JOANNA GOLDSTEIN
DIRECTOR0.50X01752550
LINDSAY BARNES
DIRECTOR0.50X01303810
CHRISTIE ROEHL
DIRECTOR0.50X0632100
KRISTEN HUNSBERGER
DIRECTOR0.50X0731500
RASHID ABDUR-RAHIM
DIRECTOR0.50X0495190
TAMMY HUNTER
DIRECTOR0.50X0655990
JOHN MELNICK
DIRECTOR0.50X02038380
MEGAN HINTERMAN
DIRECTOR0.50X0358630
PAT WYNN
DIRECTOR0.50X02958910
NONA BENNETT
DIRECTOR0.50X0345230
PAMELA FRENCH
EXECUTIVE DIRECTOR36.00X8118090200
FieldValueIRS element (for citing)
Total Reportable Comp From Org81180TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs1783606TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Fundraising Events110150FundraisingEvents
All Other Contributions297866AllOtherContributions
Noncash Contributions3544NoncashContributions
Total Contributions408016TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column70818TotalRevenueColumn
Exclusion$70,818ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events111317GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events110150CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses44422FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column66895TotalRevenueColumn
Exclusion$66,895ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUSDescription
Business Code900099BusinessCode
Total Revenue Column1264TotalRevenueColumn
Exclusion$1,264ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue1264TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column546993TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$138,977ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total7500Total
Program Services7500ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total424982Total
Program Services424982ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total85694Total
Program Services66842ProgramServices
Management And General8569ManagementAndGeneral
Fundraising10283Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total66632Total
Program Services60697ProgramServices
Management And General2698ManagementAndGeneral
Fundraising3237Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total5174Total
Program Services4058ProgramServices
Management And General508ManagementAndGeneral
Fundraising608Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total1600Total
Management And General1600ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total27449Total
Management And General27449ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total3082Total
Program Services2038ProgramServices
Management And General1044ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total389Total
Management And General389ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total635Total
Management And General635ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
SCHOLARSHIP MANAGEMENT1290012900
ADMINISTRATIVE FEE80866744609733
BANK SERVICE CHARGES58675867
ANNUAL CAMPAIGN EXPENSE47894789
LICENSE AND FEES EXPENS32113211

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total6801Total
Management And General6801ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total664791Total
Program Services585761ProgramServices
Management And General59380ManagementAndGeneral
Fundraising19650Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY563435BOY
EOY566607EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY3710035BOY
EOY3841858EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY593393BOY
EOY322502EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY1800BOY
EOY1495EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY4868663BOY
EOY4732462EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY28760BOY
EOY10357EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY28760BOY
EOY10357EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY3216906BOY
EOY3425275EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1622997BOY
EOY1296830EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY4839903BOY
EOY4722105EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY4868663BOY
EOY4732462EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-117798ReconcilationRevenueExpenses
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review1AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years985200CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1018099CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years534216CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year364060CurrentTaxYearMinus1Year
Current Tax Year408016CurrentTaxYear
Total3309591Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years985200CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1018099CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years534216CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year364060CurrentTaxYearMinus1Year
Current Tax Year408016CurrentTaxYear
Total3309591Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total487000AmountsSubstContributorsTotal
Public Support Total1702822591PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years124162CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years172921CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years171924CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year127434CurrentTaxYearMinus1Year
Current Tax Year70818CurrentTaxYear
Total667259Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years422CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years16239CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years7054CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year5092CurrentTaxYearMinus1Year
Current Tax Year1264CurrentTaxYear
Total30071Total
FieldValueIRS element (for citing)
Total Support4006921TotalSupport
Gross Receipts From Admissions Etc443881GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.70440PublicSupportPertcentage170
Public Support Pertcent Prior Year0.68290PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings
Total Revenue546993TotalRevenue
Total Expenses664791TotalExpenses
Excess Or Deficit For Year-117798ExcessOrDeficitForYear
Total Adjustments0TotalAdjustments
Excess Or Deficit Per FS-117798ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt596567TotRevenueEtcAuditedFinclStmt
Donated Srvc And Use Of Facilities49574DonatedSrvcAndUseOfFacilities
Revenue Not Rptd F99049574RevenueNotRptdF990
Revenue Subtotal546993RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form990546993TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt714365TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities49574DonatedServicesUseOfFacilities
Expenses Not Rptd F99049574ExpensesNotRptdF990
Expenses Subtotal664791ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form990664791TotalExpensesPerForm990

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1GOLF OUTINGNameOfEvent1
Gross Receipts Event1152605GrossReceiptsEvent1
Charitable Contributions Event1110150CharitableContributionsEvent1
Gross Revenue Event142455GrossRevenueEvent1
Non Cash Prizes Event1753NonCashPrizesEvent1
Rent Facility Costs Event19673RentFacilityCostsEvent1
Food And Beverage Event113021FoodAndBeverageEvent1
Entertainment Event1240EntertainmentEvent1
Other Direct Expenses Event111615OtherDirectExpensesEvent1
Name Of Event2HOLIDAY SALENameOfEvent2
Gross Receipts Event219129GrossReceiptsEvent2
Gross Revenue Event219129GrossRevenueEvent2
Total Number Of Other Events6TotalNumberOfOtherEvents
Gross Receipts Other Events49733GrossReceiptsOtherEvents
Gross Revenue Other Events49733GrossRevenueOtherEvents
Other Direct Expenses Other Events9120OtherDirectExpensesOtherEvents
Gross Receipts Total221467GrossReceiptsTotal
Charitable Contributions Total110150CharitableContributionsTotal
Gross Revenue Total Events111317GrossRevenueTotalEvents
Non Cash Prizes Total Events753NonCashPrizesTotalEvents
Rent Facility Costs Total Events9673RentFacilityCostsTotalEvents
Food And Beverage Total Events13021FoodAndBeverageTotalEvents
Entertainment Total Events240EntertainmentTotalEvents
Other Direct Expenses Total Events20735OtherDirectExpensesTotalEvents
Direct Expense Summary Events44422DirectExpenseSummaryEvents
Net Income Summary66895NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained
No Grant More Than5000XNoGrantMoreThan5000

Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistanceMethod Of ValuationMethodOfValuationDescription Of Non Cash AssistanceDescriptionOfNonCashAssistance
FINANCIAL ASSISTANCE124228126
DISASTER RELIEF111100
SCHOLARSHIPS60156000
BEREAVEMENT ASSISTANCE28439756FMVGIFT BASKETS

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE 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

FieldValueIRS element (for citing)
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment1SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
MATT CHOSID
0164904022500018700000018927400
JOANNA GOLDSTEIN
0153654020420011810000017525500
JOHN MELNICK
020000003838000000020383800
PAT WYNN
08795001196401959770000029589100

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
Return ReferencePART I, LINE 4AReturnReference
ExplanationNONA BENNETT - $4,471.88 PAT WYNN - $195,977.33Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (9 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
NEW PROGRAM SERVICESFORM 990, PART III, LINE 2IN 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 SERVICESFORM 990, PART III, LINE 3IN 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 4IN 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 11THE 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 12CTHE 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 15AA 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 19THE 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 ORGANIZATIONFORM 990, PART VII,COLUMN BLISA 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 RESPONSIBILITIESFORM 990, PART XI, LINE 2CNONE NOTED IN 2010

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1BORDERS GROUP FOUNDATION UNITED KINGDOM PAPERCHASE PRODUCTS LTDBusinessNameLine1

Address Foreign AddressForeign

FieldValueIRS element (for citing)
Address Line112 ALFRED PLACEAddressLine1
CityLONDONCity
CountryUKCountry
Postal CodeWC1E7EBPostalCode
FieldValueIRS element (for citing)
Primary ActivitiesGRANT MAKINGPrimaryActivities
Legal Domicile Foreign CountryUKLegalDomicileForeignCountry
Exempt Code Section1110350ExemptCodeSection

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1BORDERS GROUP FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Controlled Org0ControlledOrg

Form990 Schedule R Part IV Form990ScheduleRPartIV

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1BORDERS GROUP INCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1100 PHOENIX DRIVEAddressLine1
CityANN ARBORCity
StateMIState
ZIP Code48108ZIPCode
FieldValueIRS element (for citing)
EIN323294588EIN
Primary ActivityRETAILPrimaryActivity
Legal Domicile StateMILegalDomicileState
Direct Controlling Entity NAN/ADirectControllingEntityNA
Type Of EntityCTypeOfEntity
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

FieldValueIRS element (for citing)
Business Name Line1BORDERS GROUP INCBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeOTransactionType
Amount Involved248000AmountInvolved
Method Of Amt DeterminationFMVMethodOfAmtDetermination

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