2024-02-15T08:15:16-06:00 2023-03-31 742533381 JAYNES REITMEIER BOYD & THERRELL PC 5400 BOSQUE BLVD STE 600 WACO TX 767104459 990 2022-04-01 746054628 WACO FOUNDATION WACO 2547543404 1224 AUSTIN AVE 100 WACO TX 76701 ASHLEY ALLISON EXECUTIVE DIRECTOR 2547543404 2024-02-13 1 ASHLEY ALLISON 999009999 0 NANCY A LIVINGSTON P00044678 2547764190 2024-02-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X ASHLEY ALLISON 1224 AUSTIN AVE SUITE 100 WACO TX 76701 66408717 0 X WWW.WACOFOUNDATION.ORG X 1958 TX AS THE COMMUNITY FOUNDATION SERVING MCLENNAN COUNTY, TEXAS, WACO FOUNDATION IS AN INDEPENDENT PUBLIC CHARITY THAT STEWARDS PHILANTHROPIC RESOURCES FROM INSTITUTIONAL AND INDIVIDUAL DONORS AND DIRECTS THEIR USE FOR THE BENEFIT OF COMMUNITY-BASED CHARITIES. THE GOAL OF WACO FOUNDATION IS TO INCREASE QUALITY OF LIFE IN THE GEOGRAPHIC AREA IT SERVES, MCLENNAN COUNTY. WACO FOUNDATION DEVOTES THE RESOURCES IN ITS CARE TO EFFORTS THAT IDENTIFY AND ADDRESS THE COMMUNITY'S GREATEST NEEDS. ACTIVITIES ARE GOVERNED BY A VOLUNTARY, ROTATING BOARD OF TRUSTEES COMPRISED OF PEOPLE FROM THE COMMUNITY, WHICH USES IT VARIANCE POWER TO ENSURE THAT THE INTERESTS OF THE ENTIRE COMMUNITY ARE THE FOCUS OF THE WORK AND THAT THE WORK REMAINS RELEVANT OVER TIME. 12 12 20 27 -14750 7063 16042945 7181731 0 0 10414574 4550480 28602 19041 26486121 11751252 4797560 4753684 0 0 981076 1147072 0 0 47159 1460965 1621275 7239601 7522031 19246520 4229221 132771840 127546392 939335 1155239 131832505 126391153 X THE MISSION OF WACO FOUNDATION IS TO PROMOTE SOLUTIONS TO COMMUNITY CHALLENGES, STRENGTHEN LOCAL NONPROFITS, ENGAGE PHILANTHROPISTS AND MANAGE CHARITABLE ASSETS IN ORDER TO IMPROVE QUALITY OF LIFE IN MCLENNAN COUNTY. 0 0 474876 385780 19041 WACO FOUNDATION OPERATING FUND: THIS FUND IS THE ORGANIZATION'S PRIMARY COMPETITIVE GRANTMAKING FUND, PROVIDING GRANTS TO NONPROFITS THAT SERVE MCLENNAN COUNTY RESIDENTS, ALONG WITH OTHER FUNDS (DISCRETIONARY AND SELECTED FIELD OF INTEREST FUNDS) THAT SUPPORT OUR COMPETITIVE GRANT PROGRAM. THE FOUNDATION PROVIDES SUPPORT TO SEVERAL COMMUNITY-WIDE EFFORTS DESIGNED TO END SYSTEMIC POVERTY AND PROMOTE EDUCATION AND HEALTH. THE GRANTS MADE FROM OUR DISCRETIONARY PROGRAM BENEFITED OVER EIGHTEEN INSTITUTIONS AND ORGANIZATIONS, INCLUDING SMALL NONPROFITS, WHICH ADDRESS BASIC HUMAN NEEDS, TO LARGE INSTITUTIONS WORKING TO INTERVENE WITH SYSTEMIC ISSUES THAT LEAD TO POVERTY. 332541 186234 MAC COLLEGE MONEY PROGRAM: THIS FUND WAS ESTABLISHED TO PROVIDE 1ST AND 2ND YEAR GRANTS TO STUDENTS ATTENDING MCLENNAN COMMUNITY COLLEGE AND TEXAS STATE TECHNICAL COLLEGE IN MCLENNAN COUNTY. IN ADDITION, 3RD AND 4TH YEAR SCHOLARSHIPS ARE ALSO PROVIDED TO PREVIOUS GRANT RECIPIENTS WHO WANT TO CONTINUE THEIR EDUCATION AT ANY 4-YEAR COLLEGE WITHIN OR OUTSIDE THE MCLENNAN COUNTY AREA. DURING THE 2022 TAX YEAR, 74 MCLENNAN COUNTY SENIORS ENROLLED IN THE MAC COLLEGE MONEY PROGRAM. FOUNDATION STAFF ASSIST STUDENTS IN COMPLETING THEIR ANNUAL FAFSA IN ORDER TO ACCESS FEDERAL STUDENT AID GRANTS.DUNCAN SCHOLARS PROGRAM: THIS FUND WILL TAKE THE PLACE OF THE MAC COLLEGE MONEY PROGRAM AND SERVES AS AN ENHANCED EFFORT TO INCREASE COLLEGE COMPLETION RATES WHILE ELIMINATING STUDENT DEBT. QUALIFYING STUDENTS GRADUATING FROM WACO HIGH AND UNIVERSITY HIGH SCHOOLS ARE INVITED TO PARTICIPATE IN DUNCAN SCHOLARS. PARTICPANTS RECEIVE ONE-ON-ONE FINANCIAL AID AND COLLEGE/CAREER ADVISING, ACCESS TO EMERGENCY ASSISTANCE FUND AND FULL-TUITION SCHOLARSHIPS FOR THEIR FIRST AND SECOND YEARS AT MCLENNAN COMMUNITY COLLEGE. IN ADDITION, STUDENTS WHO CONTINUE THEIR EDUCATION THROUGH THE UNVIERSITY CENTER OR BAYLOR UNIVERSITY ARE ELIGIBLE TO RECEIVE FULL-TUITION FOR THEIR LAST TWO YEARS. DURING THE 2022 TAX YEAR, 32 STUDENTS PARTICIPATED IN DUNCAN SCHOLARS. 891670 ORGANIZATIONAL MISSION" PROGRAM: THIS FUND PROVIDES GRANTS AND SERVICES THAT PROMOTE NONPROFIT AND PUBLIC SECTOR EFFORTS TO ADDRESS COMMUNITY CHALLENGES. PROGRAM ACTIVITIES INCLUDE, BUT ARE NOT LIMITED TO: (A) THE AWARD OF SMALL ASSISTANCE GRANTS TO HELP NONPROFITS SECURE NONPROFIT MANAGEMENT GUIDANCE, SERVICE OR EXPERTISE. THIS INCLUDES HELP FROM A PROFESSIONAL NONPROFIT CONSULTANT, TOPICAL TRAININGS (E.G. FUND DEVELOPMENT, PROPOSAL WRITING) OR PROFESSIONAL DEVELOPMENT COURSES; (B) PROVIDING ACCESS TO FIELD/SECTOR SPECIFIC EDUCATIONAL RESOURCES OR THE DELIVERY OF TRAININGS INTENDED TO SUPPORT COMMUNITY ORIENTED PROBLEM SOLVING AND SYSTEMS LEVEL STRATEGIZING (E.G. MEETING FACILITATION, RACIAL EQUITY)(C) THE CREATION, IDENTIFICATION, OR SHARING (VIA WEBSITES AND NEWSLETTERS) OF RESOURCES AND INFORMATION ON A VARIETY OF TOPICS INCLUDING BUT NOT LIMITED TO FUND DEVELOPMENT, FINANCIAL MANAGEMENT AND SUSTAINABILITY, LEADERSHIP, BEST PRACTICES IN NONPROFIT MANAGEMENT, RACIAL EQUITY. (D) THE DELIVERY OF A CIVIC/COMMUNITY -ORIENTED LEADERSHIP SKILLS DEVELOPMENT PROGRAM. (E) SUPPORTING EFFORTS TO ADDRESS EARLY CHILDHOOD QUALITY OF LIFE FACTORS 4683661 4181670 THIS INCLUDES ALL OTHER FUNDS OWNED AND MANAGED BY WACO FOUNDATION 237 DESIGNATED, DONOR ADVISED, SCHOLARSHIP, FIELD OF INTEREST AND DISCRETIONARY FUNDS. ONE OF THE FOUNDATION'S DISCRETIONARY AND SELECT FIELD OF INTEREST FUNDS GAVE GRANTS TO ONE OF THE FOUNDATION'S PROGRAM FUNDS, THE ORGANIZATIONAL MISSION PROGRAM. 4683661 4181670 6382748 1 1 0 0 0 1 0 0 0 1 1 1 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 7 0 20 1 1 1 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X ASHLEY ALLISON 2547543404 1224 AUSTIN AVE SUITE 100 WACO TX 76701 MALCOLM DUNCAN JR TRUSTEE 2.50 0.10 X 0 0 0 SHERMAN AYRES CHAIR 2.50 0.10 X X 0 0 0 CHRIS MCSWAIN VICE CHAIR 2.50 0.10 X X 0 0 0 SOO BATTLE SECRETARY/TREASURER 2.50 0.10 X X 0 0 0 MIKE BIDWELL TRUSTEE 2.50 0.10 X 0 0 0 MONTE HULSE TRUSTEE 2.50 0.10 X 0 0 0 KRISTEN MYNAR TRUSTEE 2.50 0.10 X 0 0 0 MIKE RAYMOND TRUSTEE 2.50 0.10 X 0 0 0 MELLI WICKLIFF TRUSTEE 2.50 0.10 X 0 0 0 AARON ZIMMERMAN TRUSTEE 2.50 0.10 X 0 0 0 DILLON MEEK TRUSTEE 2.50 0.10 X 0 0 0 CHARLES WILLIAMS TRUSTEE 2.50 0.10 X 0 0 0 ASHLEY ALLISON EXECUTIVE DIRECTOR 39.90 0.10 X 196502 0 24968 MARTHA STUHR DIRECTOR OF FINANCE(APR - SEP 22) 37.25 0.25 X 66976 0 6599 TANGELA PENNY DIRECTOR OF FINANCE(SEP - DEC 22) 37.25 0.25 X 29188 0 1758 LESLIE MITCHELL DIRECTOR OF FINANCE(JAN - MAR 23) 37.25 0.25 X 0 0 0 292666 0 33325 1 0 1 0 NEUBERGER BERMAN 1290 AVENUE OF THE AMERICAS NEW YORK NY 101040001 INVESTMENT MANAGEMENT AND ADVISORY FEES 257977 PROSPER WACO 1105 WOODED ACRES DR STE 400 WACO TX 76710 NON-PROFIT TEEN PREGNANCY PREVENTION WOR 169792 AMERICAN JOURNALISM PROJECT 6218 GEORGIE AVE NW STE 1 - 599 DC WA 200115125 NON-PROFIT JOURNALISM WORK IN WACO 150000 3 7181731 1259098 7181731 4193141 -14750 4207891 55014804 54657465 357339 357339 357339 INCOME FROM FEES CHARGED TO FUNDS 900099 19041 19041 19041 11751252 19041 -14750 4565230 4465591 4465591 288093 288093 280562 99990 169462 11110 704965 369965 313000 22000 46123 25951 17958 2214 44851 24164 20687 70571 34027 34100 2444 5736 2008 3728 36148 3886 32184 78 258379 4392 253987 426548 363150 63398 51678 15351 33813 2514 50002 21298 21905 6799 81487 41541 39946 85969 34701 51268 3684 1842 1842 26324 14080 12244 1398 1398 7429 3654 3775 WORKSHOP/FACILITATED SE 534981 534981 RECEPTIONS AND EVENTS 42665 27910 14755 DUES AND SUBSCRIPTIONS 7911 2765 5146 MISCELLANEOUS 936 3408 -2472 7522031 6382748 1092124 47159 198 588299 8766200 2155639 108777 104389 167281 164225 4455 3056 111775730 111974109 12055461 12650549 61019 70351 132771840 127546392 129725 142680 809610 1012559 939335 1155239 X 57888562 63558196 73943943 62832957 131832505 126391153 132771840 127546392 4229221 -9670573 0 X X 0 1 X 1 0 X 5715014 7588586 4050927 6562582 6881732 30798841 5715014 7588586 4050927 6562582 6881732 30798841 4245906 26552935 1074931 1120776 2913761 3189349 4193141 12491958 24149 49454 2203 29501 0 105307 43396106 125949 0.61190 0.61240 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: CASH DATE: 03/31/23 AMOUNT: 300000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 76 166 2076655 5105077 1642730 3110954 8825637 118720755 1 1 115142439 6057275 -4109464 5523180 1698936 109868134 98496049 12701487 6985260 976997 2063360 115142439 72934647 411807 27500275 1608965 741715 98496049 81901646 1798741 -7069085 2948786 747869 72934647 75494427 7011977 1575559 1413921 766396 81901646 0.42810 0.21690 0.35500 0 0 167281 164225 3056 3056 12650549 F 12650549 X PART V, LINE 4: THE ENDOWMENTS OF WACO FOUNDATION ARE INTENDED TO PROVIDE INCOME TO VARIOUS CHARITABLE ORGANIZATIONS AND ACTIVITIES IN MCLENNAN COUNTY, TEXAS AS WELL AS MAINTAIN THEIR REAL VALUE OVER TIME. SOME ENDOWED FUNDS ARE ESTABLISHED TO PROVIDE SUPPORT FOR SPECIFIC, DESIGNATED CHARITIES. OTHER FUNDS, ESTABLISHED FOR GENERAL CHARITABLE COMMUNITY BETTERMENT OR A SPECIFIC CHARITABLE FIELD OF INTEREST, WILL PROVIDE GRANTS OF INCOME TO DIFFERENT CHARITIES EVERY YEAR ACCORDING TO COMMUNITY NEEDS AND THE FINDINGS OF THE DELIBERATIONS OF THE ORGANIZATION'S BOARD OF TRUSTEES. PART X, LINE 2: THE FOUNDATION AND ITS SUPPORTING ORGANIZATION ARE EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC"). IN ACCORDANCE WITH IRC REGULATIONS, THE FOUNDATION IS TAXED ON UNRELATED BUSINESS INCOME, WHICH CONSISTS OF EARNINGS FROM ACTIVITIES NOT RELATED TO THE EXEMPT PURPOSE OF THE FOUNDATION. THE FOUNDATION ACCOUNTS FOR TAX UNCERTAINTIES BASED ON A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, WHEREBY TAX BENEFITS ARE ONLY RECOGNIZED WHEN THE FOUNDATION BELIEVES THAT THEY HAVE A GREATER THAN 50% LIKELIHOOD OF BEING SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE FOUNDATION HAS EVALUATED ALL ITS TAX POSITIONS AND DETERMINED THAT IT HAD NO UNCERTAIN INCOME TAX POSITIONS AS OF MARCH 31, 2023 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 7130556 0 0 0 0 0 0 7130556 0 7130556 0 0 1 1 0 0 PART III ACCOUNTING METHOD: 1 ACTS XXIX 38695 7 MILE ROAD SUITE 110 LIVONIA MI 48152 832022424 501(C)(3) 20000 0 UNDESIGNATED ADVOCACY CENTER FOR CRIME VICTIMS AND CHILDREN 3312 HILLCREST DRIVE WACO TX 76708 741860195 501(C)(3) 7500 0 ANNUAL CAMPAIGNS A GLIMMER OF HOPE 3103 BEE CAVES RD STE 201 AUSTIN TX 78746 311758218 501(C)(3) 7000 0 OPERATING SUPPORT AMERICAN CANCER SOCIETY PO BOX 781449 SAN ANTONIO TX 78278 131788491 501(C)(3) 10000 0 OPERATING SUPPORT AMERICAN HEART ASSOCIATION SOUTHWEST AFFILIATE - WACO DIVISION 12345 N LAMAR BLVD SUITE 200 AUSTIN TX 78753 135613797 501(C)(3) 10040 0 OPERATING SUPPORT AMERICAN RED CROSS HEART OF TEXAS CHAPTER 2218 PERSHING DRIVE AUSTIN TX 78723 530196605 501(C)(3) 8000 0 OPERATING SUPPORT ANIMAL BIRTH CONTROL CLINIC INC 3238 CLAY AVE WACO TX 767111210 237110730 501(C)(3) 5250 0 OPERATING SUPPORT BAYLOR UNIVERSITY ONE BEAR PLACE 97026 WACO TX 76798 741159753 501(C)(3) 50000 0 OPERATING SUPPORT BRITE DIVINITY SCHOOL 2925 PRINCETON STREET FORT WORTH TX 76109 237121060 501(C)(3) 25000 0 UNDESIGNATED CAMERON PARK ZOOLOGICAL AND BOTANICAL SOCIETY 1703 N 4TH ST WACO TX 76707 741290001 501(C)(3) 185000 0 UNDESIGNATED CARE NET PREGNANCY CENTER OF CENTRAL TEXAS INC 800 W WACO DR WACO TX 76701 742345781 501(C)(3) 6000 0 OPERATING SUPPORT CARITAS OF WACO 300 S 15TH ST WACO TX 76701 741711575 501(C)(3) 114691 0 OPERATING SUPPORT CASA OF MCLENNAN COUNTY 1208 NORTH 5TH STREET WACO TX 76707 455401776 501(C)(3) 21672 0 OPERATING SUPPORT CATHOLIC DIOCESE OF AUSTIN 6225 HWY 290 E AUSTIN TX 787231025 741542827 501(C)(3) 10000 0 OPERATING SUPPORT CATHOLIC FOUNDATION - DIOCESE OF AUSTIN 6225 HWY 290 E AUSTIN TX 787231025 263929913 501(C)(3) 10000 0 CAPITAL CAMPAIGN CATHOLIC RELIEF SERVICES-USCCB 228 WEST LEXINGTON STREET BALTIMORE MD 212013443 135563422 501(C)(3) 10000 0 OPERATING SUPPORT CATHOLIC UNIVERSITY 620 MICHIGAN AVE NE WASHINGTON DC 20064 530196583 501(C)(3) 10000 0 UNDESIGNATED CENIKOR FOUNDATION INC 11931 WICKCHESTER LN SUITE 300 HOUSTON TX 77043 760031861 501(C)(3) 8966 0 UNDESIGNATED CEN-TEX HISPANIC CHAMBER OF COMMERCE 510 AUSTIN AVE WACO TX 76701 742330399 501(C)(3) 6008 0 OPERATING SUPPORT CENTRAL PRESBYTERIAN CHURCH 9191 WOODWAY DR WACO TX 76712 741143049 501(C)(3) 11050 0 UNDESIGNATED CENTRAL TEXAS SENIOR MINISTRY PO BOX 85 WACO TX 76703 741776447 501(C)(3) 19262 0 UNDESIGNATED CHURCH UNDER THE BRIDGE 713 N 8TH STREET WACO TX 76707 742970795 501(C)(3) 15000 0 OPERATING SUPPORT CITY OF MART PO BOX 360 MART TX 76664 746001700 CITY OF MART 425000 0 BUILDING/RENOVATION COMPASSION MINISTRIES OF WACO INC 1421 AUSTIN AVE WACO TX 76701 742698244 501(C)(3) 20363 0 OPERATING SUPPORT CONGREGATION AGUDATH JACOB 4925 HILLCREST DR WACO TX 76710 741200140 501(C)(3) 21413 0 OPERATING SUPPORT COUNCIL ON FOUNDATIONS 1255 23RD STREET NW SUITE 200 WASHINGTON DC 20037 136068327 501(C)(3) 5500 0 ANNUAL DUES CULTURAL ARTS OF WACO 814 ELM AVE WACO TX 76704 050616886 501(C)(3) 55389 0 EXHIBITIONS DAYSPRING BAPTIST CHURCH 7900 RENEWAL WAY WOODWAY TX 76712 742688779 501(C)(3) 8884 0 UNDESIGNATED DR PEPPER MUSEUM AND FREE ENTERPRISE INSTITUTE 300 S 5TH ST WACO TX 76701 742497117 501(C)(3) 25000 0 OPERATING SUPPORT EAST WACO EMPOWERMENT PROJECT 605 AUSTIN AVENUE WACO TX 76701 825508483 501(C)(3) 10000 0 OPERATING SUPPORT FAMILY ABUSE CENTER PO BOX 20395 WACO TX 76702 742080943 501(C)(3) 71000 0 OPERATING SUPPORT FELLOWSHIP OF CHRISTIAN ATHLETES 2911 HERRING WACO TX 76708 440610626 501(C)(3) 10000 0 UNDESIGNATED FIRST BAPTIST CHURCH OF GLEN ROSE 201 WEST GIBBS BLVD GLEN ROSE TX 76043 751735924 501(C)(3) 12000 0 OPERATING SUPPORT FIRST PRESBYTERIAN CHURCH 1100 AUSTIN AVE WACO TX 76701 741207555 501(C)(3) 30375 0 OPERATING SUPPORT FIRST PRESBYTERIAN CHURCH 211 S AVE G CLIFTON TX 76634 741597398 501(C)(3) 9600 0 OPERATING SUPPORT FUZZY FRIENDS RESCUE PO BOX 20966 WACO TX 76702 752699210 501(C)(3) 9750 0 OPERATING SUPPORT GRASSROOTS COMMUNITY DEVELOPMENT 1624 COLCORD AVENUE WACO TX 76707 742995407 501(C)(3) 24683 0 UNDESIGNATED HEART OF TEXAS COMMUNITY HEALTH CENTER INC DBA WACO FAMILY MEDICINE 1600 PROVIDENCE DR WACO TX 76707 742446071 501(C)(3) 488216 0 CAPITAL CAMPAIGN HEART OF TEXAS REGION MHMR CENTER DBA HEART OF TEXAS BEHAVIORAL HEALTH NET PO BOX 890 WACO TX 767030890 741622958 501(C)(3) 11000 0 OPERATING SUPPORT HEART O' TEXAS FAIR AND RODEO 4601 BOSQUE BLVD WACO TX 76710 741172561 501(C)(3) 10000 0 UNDESIGNATED HELPING HANDS MINISTRY OF BELTON 2210 HOLLAND RD BELTON TX 76513 742759918 501(C)(3) 41914 0 EMERGENCY FUNDS HISTORIC WACO 810 S 4TH ST WACO TX 76706 741563772 501(C)(3) 76729 0 OPERATING SUPPORT HUMANE SOCIETY CENTRAL TEXAS 2032 CIRCLE RD WACO TX 76706 742355124 501(C)(3) 29268 0 OPERATING SUPPORT JEWISH FEDERATION OF WACO PO BOX 8031 WACO TX 76714 741167963 501(C)(3) 42135 0 OPERATING SUPPORT KEEP WACO BEAUTIFUL INC 502-B AUSTIN AVE WACO TX 76701 742164352 501(C)(3) 11035 0 UNDESIGNATED KLARAS CENTER FOR FAMILIES HEART OF TEXAS REGION MHMR 1105 W JEFFERSON WACO TX 76701 741622958 501(C)(3) 47057 0 OPERATING SUPPORT KWBU - BRAZOS VALLEY PUBLIC BROADCASTING FOUNDATION 1 BEAR PL UNIT 97296 WACO TX 767987296 742674611 501(C)(3) 25460 0 OPERATING SUPPORT LAKE SHORE BAPTIST CHURCH 5801 BISHOP DR WACO TX 767102713 742769146 501(C)(3) 18500 0 UNDESIGNATED MCLENNAN COMMUNITY COLLEGE 1400 COLLEGE DR WACO TX 76708 741541260 501(C)(3) 32734 0 SCHOLARSHIP FUNDS MCLENNAN COMMUNITY COLLEGE FOUNDATION 1400 COLLEGE DR WACO TX 76708 742550278 501(C)(3) 28391 0 OPERATING SUPPORT MCLENNAN COMMUNITY INVESTMENT FUND 605 AUSTIN AVENUE SUITE 3 WACO TX 76701 844371176 501(C)(3) 10000 0 UNDESIGNATED MISSION WACO MISSION WORLD INC 1315 N 15TH ST WACO TX 76707 742605621 501(C)(3) 28050 0 OPERATING SUPPORT PLANNED PARENTHOOD OF GREATER TEXAS INC 7424 GREENVILLE AVE STE 206 DALLAS TX 75231 521243220 501(C)(3) 37193 0 UNDESIGNATED PROVIDENCE FOUNDATION INC 6901 MEDICAL PKWY WACO TX 76712 742683112 501(C)(3) 70000 0 CAPITAL - LARGE PROVIDENCE HOSPICE 6700 SANGER AVE WACO TX 76710 752653292 501(C)(3) 6000 0 OPERATING SUPPORT REENGAGED MINISTRIES 3 REMY PLACE NEWTOWN PA 18940 473565011 501(C)(3) 15000 0 UNDESIGNATED SEVENTH AND JAMES BAPTIST CHURCH 602 JAMES AVE WACO TX 767061476 741157369 501(C)(3) 6734 0 OPERATING SUPPORT ST ALBAN'S EPISCOPAL CHURCH 305 N 30TH ST WACO TX 76710 741238428 501(C)(3) 46000 0 OPERATING SUPPORT START UP WACO 605 AUSTIN AVENUE WACO TX 76701 822094253 501(C)(3) 149834 0 OPERATING SUPPORT ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501(C)(3) 5050 0 RESEARCH SUN VALLEY WRITERS' CONFERENCE INC PO BOX 551 MONTEREY CA 93942 820496196 501(C)(3) 5800 0 UNDESIGNATED TALITHA KOUM INSTITUTE (CROSSTIES MINISTRIES) PO BOX 2202 WACO TX 76703 752849153 501(C)(3) 117643 0 UNDESIGNATED TEMPLE RODEF SHOLOM 1717 N NEW RD WACO TX 76707 741690262 501(C)(3) 8000 0 OPERATING SUPPORT TEXAS RURAL FUNDERS PO BOX 650011 AUSTIN TX 78765 861401662 501(C)(3) 777283 0 OPERATING SUPPORT TEXAS TRIBUNE INC 919 CONGRESS AVE 6TH FLOOR AUSTIN TX 78701 264527097 501(C)(3) 63500 0 OPERATING SUPPORT THE SALVATION ARMY - WACO CORPS 4721 W WACO DR WACO TX 76710 580660607 501(C)(3) 10795 0 OPERATING SUPPORT TRANSFORMATION WACO 3005 EDNA AVE WACO TX 767081849 830546031 501(C)(3) 142003 0 OPERATING SUPPORT TRINITY EPISCOPAL SCHOOL 3901 BEE CAVE RD AUSTIN TX 78746 742918235 501(C)(3) 25000 0 OPERATING SUPPORT TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BOULEVARD STATEN ISLAND NY 10306 020554654 501(C)(3) 10000 0 OPERATING SUPPORT UNBOUND NOW 4300 W WACO DR STE 2 BLDG B - 244 WACO TX 76710 844960264 501(C)(3) 10000 0 OPERATING SUPPORT UNITED WAY OF WACO-MCLENNAN COUNTY PO 7634 WACO TX 76714 741189027 501(C)(3) 5418 0 UNDESIGNATED UNIVERSITY OF NOTRE DAME 115 MAIN BUILDING NOTRE DAME IN 46556 350868188 501(C)(3) 300000 0 OPERATING SUPPORT VALOR PREPARATORY ACADEMY 4600 SANGER AVENUE WACO TX 76710 463834044 501(C)(3) 10000 0 OPERATING SUPPORT VANGUARD COLLEGE PREPARATORY SCHOOL 2517 MT CARMEL DR WACO TX 76710 741815978 501(C)(3) 59959 0 CAPITAL CAMPAIGN WACO FAMILY MEDICINE FOUNDATION 1600 PROVIDENCE DRIVE WACO TX 76707 742446071 501(C)(3) 125000 0 OPERATING SUPPORT WACO FAMILY MEDICINE FOUNDATION 1600 PROVIDENCE DRIVE WACO TX 767072261 742446071 501(C)(3) 65000 0 OPERATING SUPPORT WACO HABITAT FOR HUMANITY 220 N 11TH ST WACO TX 76701 752130884 501(C)(3) 23922 0 UNDESIGNATED WACO ISD EDUCATION FOUNDATION PO BOX 2369 WACO TX 76703 742728765 501(C)(3) 10000 0 SCHOLARSHIP FUNDS WACO SYMPHONY ASSOCIATION INC PO BOX 1201 WACO TX 76703 746062658 501(C)(3) 6206 0 UNDESIGNATED 79 0 SCHOLARSHIPS PAID TO INDIVIDUALS 152 255609 PART I, LINE 2: EACH GRANT RECIPIENT IS SENT A COPY OF THEIR AWARD LETTER AND CONTRACT OUTLINING THE TERMS OF THE GRANT AWARD AND INSTRUCTIONS ON HOW TO REQUEST DISBURSEMENTS. THE SENIOR DIRECTOR OF COMMUNITY INVESTMENT AND OPERATIONS SCHEDULES A MEETING WITH THE RECIPIENT IF FURTHER EXPLANATION IS REQUIRED. THE SIGNED CONTRACT MUST BE RETURNED TO WACO FOUNDATION BEFORE THE FIRST DRAW CAN BE MADE. TYPICALLY, TO ACCESS THE FUNDS, THE ORGANIZATION MUST SUBMIT A CHECK REQUEST AND EXPENSE DOCUMENTATION OF WHEN, WHERE AND HOW THE MONEY WAS SPENT. THE SENIOR DIRECTOR OF COMMUNITY INVESTMENT AND OPERATIONS REVIEWS AND APPROVES THE CHECK REQUESTS AND DOCUMENTATION; AND ANY DISCREPANCIES BETWEEN HOW THE MONEY WAS SPENT AND WHAT FUNDS WERE ALLOTTED FOR ARE IMMEDIATELY ADDRESSED. DUE TO COVID-19, THE FOUNDATION ADJUSTED ITS GRANTMAKING TO INCLUDE SOME ADVANCE PAYMENTS FOR SPECIFIC EXPENSES (AGREED UPON WITH THE APPLICANT AS PART OF THEIR APPLICATION OR CORRESPONDENCE WITH STAFF). EACH "ADVANCED FUNDS" GRANTEE AGREED, VIA CONTRACT TERMS, TO COMPLY WITH USING FUNDS AS DESCRIBED AND ALSO PROVIDE PROOF OF USE. THE SENIOR DIRECTOR OF COMMUNITY INVESTMENT AND OPERATIONS MAINTAINS THE GRANT FILES. DEPENDING ON THE LENGTH OF THE PROJECT, ORGANIZATIONS MAY BE REQUIRED TO COMPLETE AN INTERIM EVALUATION REPORT SIX MONTHS AFTER THE GRANT HAS BEEN AWARDED (AN INTERIM REPORT IS NOT ALWAYS REQUIRED FOR SHORTER TERM GRANTS). ALL GRANTEES MUST SUBMIT A CLOSE-OUT REPORT UPON FINAL DRAW. THE TRUSTEES RECEIVE COPIES OF INTERIM AND CLOSE OUT GRANT REPORTS, EXPLAINING HOW FUNDS WERE USED. IN ADDITION, THE BOARD REVIEWS A LIST OF GRANT CHECKS WRITTEN AND ARE APPRISED OF ANY REQUESTS FOR REALLOCATION OR RESCISSION OF FUNDS. X X X 0 0 0 0 0 0 0 0 0 ASHLEY ALLISON EXECUTIVE DIRECTOR 196502 0 0 0 0 0 19695 0 5273 0 221470 0 0 0 X 10 1259098 AVG HIGH/LOW VALUES 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE DIRECTOR OF FINANCE EMAILS TO THE BOARD OF TRUSTEES A COPY OF THE COMPLETED, UNFILED FORM 990, WITH AN EXPLANATION OF THE MOST IMPORTANT ITEMS OF INTEREST ON THE FORM. THE BOARD REVIEWS THE FORM 990 AND ASKS ANY QUESTIONS ABOUT ITS CONTENTS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST ARE DETERMINED AND REVIEWED ON THE LEVELS OF EXECUTIVE DIRECTOR, COMMITTEE MEMBERS AND BOARD MEMBERS. IF THERE IS REASON TO BELIEVE THAT A MEMBER HAS FAILED TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICT OR DUALITY OF INTEREST, THEY WILL BE GIVEN AN OPPORTUNITY TO EXPLAIN. UPON FURTHER INVESTIGATION, THE BOARD OR COMMITTEE MAY TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION, WHICH MAY RESULT IN THE REMOVAL OF THAT PERSON FROM THEIR BOARD POSITION, OR TERMINATION OF EMPLOYMENT, IF AN EMPLOYEE. IF A MEMBER DISCLOSES A CONFLICT OR DUALITY OF INTEREST, THEY ARE ALLOWED TO REMAIN IN THE BOARD MEETING DURING DISCUSSIONS, BUT ARE REQUIRED TO ABSTAIN FROM VOTING ON THE SUBJECT. FORM 990, PART VI, SECTION B, LINE 15 IN DETERMINING THE EXECUTIVE DIRECTOR SALARY, THE BOARD USES THE COUNCIL ON FOUNDATION SALARY SURVEY, WHICH HAS INFORMATION ON EXECUTIVES FROM OTHER FOUNDATIONS AND INCLUDES COMPARISON DATA RELATED TO SIMILAR ASSET SIZE AND DIFFERENCES IN WAGE RATES BASED ON GEOGRAPHY. WACO FOUNDATION CONSIDERS FOR COMPARISON COMMUNITY FOUNDATIONS IN THE 100 TO 250 MILLION ASSET RANGE AND THAT ARE LOCATED IN THE SOUTHWEST REGION OF THE UNITED STATES. A COMPENSATION PACKET, WHICH INCLUDES INFORMATION ON EXECUTIVE PERFORMANCE, IS REVIEWED BY THE EXECUTIVE COMMITTEE PRIOR TO THE BOARD VOTE ON SALARIES, AND IS MAINTAINED AS A PART OF THE ORGANIZATIONAL RECORDS. INPUT FROM THE FULL BOARD IS OBTAINED THROUGH FORMAL ONLINE SURVEYS OF OBJECTIVE CRITERIA OR THROUGH THE CHAIRMAN POLLING OF BOARD MEMBERS VIA TELEPHONE CALLS AND MEETINGS. THIS PROCESS IS PERFORMED ANNUALLY. THE PROCESS FOR SETTING ALL OTHER EMPLOYEE SALARIES IS BASED ON THE SAME SALARY SURVEY AND AN ANNUAL PERFORMANCE REVIEW. ALL SALARIES ARE APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 18 THE FOUNDATION'S FORM 1023 IS AVAILABLE UPON REQUEST. OUR MOST RECENTLY FILED FORM 990 IS AVAILABLE ON GUIDESTAR AND UPON REQUEST, AND OUR MOST RECENTLY FILED FORM 990T IS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS. 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