VALERO ENERGY FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- VALERO ENERGY FOUNDATION (EIN 74-2904514)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-08-14
- IRS object ID
- 202622269349302647
- Schema version
- 2024v5.2
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-14T14:18:38-04:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 MAIN STREET SUITE 2150 | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742904514 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VALERO ENERGY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ETHAN A JONES | InCareOfNm |
| Business Name Control | VALE | BusinessNameControlTxt |
| Phone | 2103452000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POBOX 696000 ATTN CORP TAX | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782696000 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE A WERSELL | PersonNm |
| Person Title | SVP | PersonTitleTxt |
| Phone | 2103452000 | PhoneNum |
| Signature | 2026-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RYAN HOOKS | PreparerPersonNm |
| PTIN | P00746825 | PTIN |
| Phone | 2253444000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SEYMOUR BATTLE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POBOX 696000 ATTN CORP TAX | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78269 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $33,658,788 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | SEE SCHEDULE O | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | THE VALERO FOUNDATION COLLABORATES WITH NON-PROFIT PARTNERS ACROSS THE UNITED STATES TO FOSTER IMPROVED QUALITY OF LIFE AND CREATE MEASURABLE IMPACT WHERE UNMET NEEDS EXIST. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 2403 | TotalVolunteersCnt |
| Total Gross UBI | -$86,520 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $24,055,286 | PYContributionsGrantsAmt |
| CY Contributions Grants | $25,568,915 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$13,153,115 | PYOtherRevenueAmt |
| CY Other Revenue | -$13,314,951 | CYOtherRevenueAmt |
| PY Total Revenue | $10,902,171 | PYTotalRevenueAmt |
| CY Total Revenue | $12,253,964 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,976,853 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,859,515 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $70,607 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $97,988 | PYOtherExpensesAmt |
| CY Other Expenses | $149,426 | CYOtherExpensesAmt |
| PY Total Expenses | $11,074,841 | PYTotalExpensesAmt |
| CY Total Expenses | $11,008,941 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$172,670 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,245,023 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,066,083 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,810,670 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,232,690 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,732,254 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,833,393 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,078,416 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ORGANIZATION'S MISSION IS TO COLLABORATE WITH NONPROFIT PARTNERS ACROSS THE UNITED STATES TO FOSTER IMPROVED QUALITY OF LIFE AND CREATE MEASURABLE IMPACT WHERE UNMET NEEDS EXIST IN COMMUNITIES. IN FURTHERANCE OF THIS MISSION, THE ORGANIZATION WILL CONTRIBUTE FUNDS GENERATED FROM FUNDRAISING THROUGH GOLF AND GOLF-RELATED ACTIVITIES TO ITS TAX-EXEMPT, NON-PROFIT PARTNERS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $10,829,557 | ExpenseAmt |
| Grant | $10,829,557 | GrantAmt |
| Desc | The Valero Energy Foundation raises funds for the purposes of making charitable grants to nonprofit organizations that serve, children, adults and families, in the areas of food insecurity and basic needs, virtual education and digital support/laptops to improve access for underserved kids and children living in poverty, child abuse and mental health services, and improved health care services in underserved neighborhoods where Valero Energy has major operations. During the tax year ended September 30, 2025, 363 charities received grants from the Foundation. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $31,458 | ExpenseAmt |
| Grant | $29,958 | GrantAmt |
| Desc | The SAFE Fund provides assistance to individuals who have a significant charitable need resulting from an unexpected natural disaster such as a hurricane, tornado or flood, or are experiencing a demonstrable financial hardship related to a home fire, serious illness, or death in the family. Grants are available to affected qualifying current and future employees of Valero Energy Corporation. This fiscal year, several grants were targeted for Hurricane and Tornado Relief. During the tax year ended September 30, 2025, 6 individuals received assistance from the SAFE Fund. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $10,861,015 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 168 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ETHAN A JONES | PersonNm |
| Phone | 2103452000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 696000 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782696000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| SEYMOUR BATTLE | |||||||
| SENIOR VICE PRESIDENT | 8.0 | 40.0 | Yes (X) | Yes (X) | $0 | $936,429 | $85,853 |
| KARI WACLAWCZYK | |||||||
| CORPORATE SPONSORSHIP OFFICER | 10.0 | 40.0 | Yes (X) | $0 | $424,206 | $76,240 | |
| JASON W FRASER | |||||||
| EXEC VP/CFO | 0.75 | 40.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HARMINDER S BHULLAR | |||||||
| VICE PRESIDENT | 1.0 | 40.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| R LANE RIGGS | |||||||
| PRESIDENT, CEO | 0.25 | 40.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEPHANIE A WERSELL | |||||||
| SVP | 1.0 | 40.0 | Yes (X) | $0 | $0 | $0 | |
| ETHAN A JONES | |||||||
| ASSISTANT SECRETARY | 1.2 | 40.0 | Yes (X) | $0 | $0 | $0 | |
| JOHN P LOCKE | |||||||
| VP, TREASURER | 0.1 | 40.0 | Yes (X) | $0 | $0 | $0 | |
| GARY K SIMMONS | |||||||
| EXEC. VICE PRES. AND COO | 0.1 | 40.0 | Yes (X) | $0 | $0 | $0 | |
| RICHARD J WALSH | |||||||
| SVP, GEN COUNSEL, SECRETARY | 0.1 | 40.0 | Yes (X) | $0 | $0 | $0 | |
| JUDE A DWORACZYK | |||||||
| ASSISTANT SECRETARY | 0.1 | 40.0 | Yes (X) | $0 | $0 | $0 | |
| JULIA R REINHART | |||||||
| SVP, CHIEF HUMAN RESOURCES OFF | 0.1 | 40.0 | Yes (X) | $0 | $0 | $0 | |
| ERIC FISHER | |||||||
| Vice President | 0.1 | 40.0 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,360,635 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $162,093 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WASSERMAN MEDIA GROUP LLC | |||||
| One Valero Way | SAN ANTONIO | TX | 78249 | EVENT SERVICES | $3,005,221 |
| GETZ TRANSPORT SOLUTIONS LLC | |||||
| 1708 SPRING GREEN BLVD STE 120-26 | KATY | TX | 77494 | TRANSPORTATION | $711,585 |
| PARTYTIME HDO OPERATIONS LLC | |||||
| PO BOX 1759 DEPT 1210 | HOUSTON | TX | 772511759 | EVENT SERVICES | $1,236,485 |
| C3 PRESENTS LLC | |||||
| 1645 E 6TH STE 150 | AUSTIN | TX | 78702 | PROMOTION | $1,681,449 |
| UNIVERSAL PROTECTION SERVICES LP | |||||
| PO BOX 828854 | PHILADELPHIA | PA | 191828854 | SECURITY SERVICES | $238,943 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $22,675,612 | FundraisingAmt |
| Related Organizations | $2,893,303 | RelatedOrganizationsAmt |
| All Other Contributions | $0 | AllOtherContributionsAmt |
| Total Contributions | $25,568,915 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $317,842 | TotalRevenueColumnAmt |
| Exclusion | $317,842 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $7,772,031 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $22,675,612 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $21,404,824 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$13,632,793 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$86,520 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$13,546,273 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,253,964 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$86,520 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$13,228,431 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,829,557 | TotalAmt |
| Program Services | $10,829,557 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,958 | TotalAmt |
| Program Services | $29,958 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,607 | TotalAmt |
| Management And General | $1,607 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,712 | TotalAmt |
| Management And General | $75,712 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,500 | TotalAmt |
| Program Services | $1,500 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt |
|---|---|---|
| CREDIT CARD FEES | $5,107 | $5,107 |
| BAD DEBT | $65,500 | $65,500 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,008,941 | TotalAmt |
| Program Services | $10,861,015 | ProgramServicesAmt |
| Management And General | $77,319 | ManagementAndGeneralAmt |
| Fundraising | $70,607 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,447,460 | BOYAmt |
| EOY | $16,249,805 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,208,752 | BOYAmt |
| EOY | $4,905,417 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,222 | BOYAmt |
| EOY | $327,076 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $751,984 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $423,612 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $319,649 | BOYAmt |
| EOY | $328,372 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,066,083 | BOYAmt |
| EOY | $21,810,670 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $999,200 | BOYAmt |
| EOY | $365,066 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,538,490 | BOYAmt |
| EOY | $9,409,627 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $695,000 | BOYAmt |
| EOY | $2,957,561 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,232,690 | BOYAmt |
| EOY | $12,732,254 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,883,182 | BOYAmt |
| EOY | $5,286,402 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,950,211 | BOYAmt |
| EOY | $3,792,014 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,833,393 | BOYAmt |
| EOY | $9,078,416 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,066,083 | BOYAmt |
| EOY | $21,810,670 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,245,023 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,680,746 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,607,821 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,650,644 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,055,286 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,568,915 | CurrentTaxYearAmt |
| Total | $107,563,412 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,680,746 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,607,821 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,650,644 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,055,286 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,568,915 | CurrentTaxYearAmt |
| Total | $107,563,412 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $15,685,658 | SubstantialContributorsTotAmt |
| Public Support Total170 | $91,877,754 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $134,938 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $296,883 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $209,870 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $317,230 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $317,842 | CurrentTaxYearAmt |
| Total | $1,276,763 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $108,840,175 | TotalSupportAmt |
| Public Support CY170 | 0.84415 | PublicSupportCY170Pct |
| Public Support PY170 | 0.81080 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $240,689 | OtherCostOrOtherBasisAmt |
| Depreciation | $126,199 | DepreciationAmt |
| Book Value | $114,490 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $511,295 | OtherCostOrOtherBasisAmt |
| Depreciation | $297,413 | DepreciationAmt |
| Book Value | $213,882 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $328,372 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $34,487,000 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $909,425 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $21,454,702 | OtherRevenueAmt |
| Revenue Not Reported | $22,364,127 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,122,873 | RevenueSubtotalAmt |
| Other Revenues Not Included | $131,091 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $131,091 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,253,964 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $33,248,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $909,425 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $21,460,750 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $22,370,175 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,877,825 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $131,116 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $131,116 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,008,941 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Sch D Part XI Other Adjustments | Form 990, Part VIII Line 8(b) - Direct Expense $21,404,824 Reclass Rebate Income to other general expense $ 49,878 Total Other Adjustments Part XI Line 2e $21,454,702 Reclass Income From Expense to Revenue $129,738 Audited Financial Statement Rounding Adjustment* $ 1,353 Total Other Adjustments Part XI line 4b $131,091 Form 990, Part VIII Line 8(b) - Direct Expense $21,404,824 Reclass Rebate Income to other general expense $ 49,878 Depreciation Adjustment $ 6,048 Total Other Adjustments Part XII Line 2e $21,460,750 Reclass Income From Expense to Revenue $129,738 Audited Financial Statement Rounding Adjustment* $ 1,378 Total Other Adjustments Part XII line 4b $131,116 *Audited Financial Statements round to the nearest thousand. |
| Sch D Part X Line 2 | The Foundation recognizes the effect on income tax positions only if those positions are more likely than not of being sustained. Recognized income tax positions are measured at the largest amount that is greater than 50% likely of being realized. Changes in recognition or measurement are reflected in the period in which the change in judgment occurs. No reserves for uncertain tax positions have been recorded. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | 0 | 0 | Fundraising |
| North America | 0 | 0 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | VALERO TX OPEN | Event1Nm |
| Gross Receipts Event1 | $16,342,065 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $11,019,647 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $5,322,418 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $60,200 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $251,406 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $9,921,848 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $1,438,624 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,850,064 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $3,661,194 | OtherDirectExpensesEvent1Amt |
| Event2 | BEN FOR CHILDRE | Event2Nm |
| Gross Receipts Event2 | $16,796,340 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $14,476,465 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $2,319,875 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $1,186,087 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $1,953,634 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $584,338 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $86,640 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $279,746 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $72,803 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $72,803 | CharitableContriOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $30,724 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $41,134 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $34,733 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $24,452 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $33,211,208 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $25,568,915 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $7,642,293 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $60,200 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $1,468,217 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $11,916,616 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $2,057,695 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,936,704 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,965,392 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $21,404,824 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$13,762,531 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See Attachment 1 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $10,686,542 | CashGrantAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 287 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| IMMEDIATE NEED OF INDIVIDUALS UNDER FINANCIAL HARD | 3 | $14,708 |
| IMMEDIATE NEEDS OF VICTIMS OF HURRICANE | 2 | $5,250 |
| IMMEDIATE NEEDS OF VICTIMS OF FLOOD | 1 | $10,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, line 2b | FormAndLineReferenceDesc |
| Explanation | GRANTS ARE MADE PURSUANT TO THE VALERO ENERGY FOUNDATION MISSION STATEMENT IN FURTHERANCE OF THE CHARITABLE PROGRAMS OF 501(C)(3) OR SIMILAR ORGANIZATIONS. GRANT RECIPIENTS ARE CAREFULLY SELECTED BY VALERO ENERGY FOUNDATION AND ARE SUBJECT TO A PRE-GRANT DUE DILIGENCE PROCESS. IF THE FOUNDATION HAS REASON TO BELIEVE GRANT FUNDS WERE EITHER MISUSED OR DIVERTED FROM CHARITABLE USE, VALERO ENERGY FOUNDATION WOULD CONDUCT AN INVESTIGATION OF THE MATTER. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | Yes (true) | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|
| SEYMOUR BATTLE | ||||||
| SENIOR VICE PRESIDENT | $321,603 | $320,445 | $294,381 | $54,653 | $34,623 | $1,025,705 |
| KARI WACLAWCZYK | ||||||
| CORPORATE SPONSORSHIP OFFICER | $214,796 | $148,125 | $61,285 | $51,531 | $24,709 | $500,446 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE ORGANIZATION DOES NOT PAY COMPENSATION TO ANY INDIVIDUAL. HOWEVER, THE COMPENSATION FOR THE ORGANIZATION'S EXECUTIVE DIRECTOR IS SET AND PAID BY A RELATED ORGANIZATION. COMPENSATION IS SET BY THE RELATED ORGANIZATION'S HUMAN RESOURCE DEPARTMENT USING THIRD-PARTY NATIONAL SURVEY DATA AND BY COMPARING SIMILAR JOBS IN THE EXTERNAL MARKET WHILE TAKING INTO ACCOUNT THE EMPLOYEE'S EXPERIENCE LEVEL. |
| PART I, LINE 4B | All officers and directors listed on Part VII are eligible to participate in Valero Energy Corporation's (a related organization) supplemental nonqualified retirement plan. The plan permits eligible employees to defer a portion of their salary and/or bonus until separation (i.e. retirement or termination of employment). Under the plan, each year eligible employees are permitted to elect to defer up to 30 percent of their salary and/or 50 percent of their cash bonuses to be earned for services performed during the following year. All amounts credited under the plan are immediately 100 percent vested. No amounts were distributed to non-volunteer officers or directors in the current year. |
| PART I, LINE 4C | All officers and directors listed on Part VII are granted restricted stock in Valero Energy Corporation, a related organization. The restricted stock vests in accordance with individual written agreements between the participants and Valero Energy Corporation. Typically, vesting occurs in equal annual installments over a period of three years, beginning one year after the date of grant. The fair value of each restricted stock share is equal to the market value price of Valero Energy Corporation common stock. Disclosed below are the current year vested amounts for officers and directors who do not serve as volunteers of Valero Energy Foundation. Seymour Battle $234,810 Kari Waclawczyk $ 52,868 Some officers and directors listed on Part VII may also be entitled to receive performance awards from Valero Energy Corporation. Performance awards are issued to certain key employees of Valero Energy Corporation and represent the right to receive shares of common stock upon the achievement of an objective performance measure related to their employment with Valero Energy Corporation. No amounts were awarded to non-volunteer officers or directors during the current year. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4 & PART VI, SECTION A, LINE 2 | ALL OFFICERS AND DIRECTORS OF THE ORGANIZATION HAVE A BUSINESS RELATIONSHIP BECAUSE THEY ARE EMPLOYEES OF THE SAME RELATED, FOR-PROFIT ORGANIZATION. |
| PART VI, SECTION A, LINE 6 | VALERO ENERGY CORPORATION IS THE SOLE MEMBER OF THE ORGANIZATION. |
| PART VI, SECTION A, LINE 7A | THE BOARD OF DIRECTORS AND OFFICERS OF THE ORGANIZATION ARE APPOINTED BY THE MEMBER. |
| PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES. |
| PART VI, SECTION B, LINE 11B | AFTER REVIEW BY KPMG, LLP, THE FORM 990 IS PRESENTED TO THE VICE PRESIDENT/TAX DIRECTOR. A COPY OF THE FORM 990 IS ALSO PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. |
| PART VI, SECTION B, LINE 12 | THE BOARD OF DIRECTORS FOLLOWED A CONFLICT OF INTEREST POLICY. AS REQUIRED BY THE FOUNDATION'S CONFLICT OF INTEREST POLICY, EACH DIRECTOR AND OFFICER MUST DISCLOSE ANY DEEMED CONFLICT. EACH DIRECTOR AND OFFICER MUST ANNUALLY CERTIFY WHETHER THEY HAVE RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY AND HAS COMPLIED WITH THE POLICY. |
| PART VI, SECTION B, LINE 15 | THE ORGANIZATION DOES NOT PAY COMPENSATION TO ANY INDIVIDUAL. HOWEVER, THE COMPENSATION FOR THE ORGANIZATION'S EXECUTIVE DIRECTOR IS SET AND PAID BY A RELATED ORGANIZATION. COMPENSATION IS SET BY THE RELATED ORGANIZATION'S HUMAN RESOURCE DEPARTMENT USING THIRD-PARTY NATIONAL SURVEY DATA AND BY COMPARING SIMILAR JOBS IN THE EXTERNAL MARKET WHILE TAKING INTO ACCOUNT THE EMPLOYEE'S EXPERIENCE LEVEL. |
| PART VI, SECTION C, LINE 19 | THE VALERO ENERGY FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. REQUESTS CAN BE MADE TO: ETHAN A JONES P.O. BOX 696000 SAN ANTONIO, TX 78269-6000 210-345-2000 |
| PAGE 1, SECTION J | ORGANIZATION WEBSITE: HTTP://WWW.VALERO.COM/RESPONSIBILITY/COMMUNITY-INVESTMENT/VALERO-ENERGY-FO UNDATION Information related to VEF's biggest fundraiser: HTTP://WWW.VALEROTEXASOPEN.COM |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHMENT 2 | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHMENT 3 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
Comments