2025-11-07T13:16:43-06:00 2024-12-31 341874260 CBIZ ADVISORS LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2024-01-01 581733600 AMERICAN CONTRACT BRIDGE LEAGUE EDUCATIONAL FOUNDATION AMER 6622533124 6575 WINDCHASE BLVD HORN LAKE MS 386371523 LADAWNA PARHAM EXECUTIVE DIRECTOR 6622533124 2025-11-06 1 1 LISA BURKE P00220718 8169455500 2025-11-06 2024 2025-03-06 01:10:19Z ROBERT S TODD 6575 WINDCHASE BLVD HORN LAKE MS 386371523 1490436 0 X WWW.ACBLEDUCATIONALFOUNDATION.ORG X 1987 TN SUPPORT ENJOYMENT, GROWTH AND ENGAGEMENT IN THE GAME OF BRIDGE. 16 16 3 17 0 0 512783 469563 0 0 62782 -114415 0 0 575565 355148 78561 245413 0 0 150617 152923 0 0 46833 387081 180398 616259 578734 -40694 -223586 2226134 2427791 48646 50128 2177488 2377663 X THE AMERICAN CONTRACT BRIDGE LEAGUE EDUCATIONAL FOUNDATION EXISTS TO INCREASE THE NUMBER OF BRIDGE PLAYERS AND TO SUPPORT ENJOYMENT, GROWTH AND ENGAGEMENT IN THE GAME OF BRIDGE AS PART OF BUILDING A VIBRANT FUTURE FOR THE MIND SPORT FOR GENERATIONS. 0 0 103652 39073 AT THE ACBL EDUCATIONAL FOUNDATION, WE ARE FOCUSED ON BUILDING A BRIDGE TO TOMORROW FOR THIS GAME WE ALL LOVE. WE ARE SUPPORTING LEARNING, PLAY AND LOVE OF THE GAME TODAY, WHILE ALSO HAVING OUR EYES ON THE HORIZON. WE ARE WORKING TO BUILD THE FUTURE OF BRIDGE, SUPPORTING TODAY'S YOUNG LEARNERS WHO WILL BE TOMORROW'S ENTHUSIASTS AND ADVOCATES, FUNDING RESEARCH AND APPS THAT TAKE BRIDGE INTO NEW ARENAS, OFFERING LEGACY OPPORTUNITIES, AND GROWING THE AUDIENCE TO REACH OUTSIDE THE SPACE WE'VE PREVIOUSLY OCCUPIED INTO NEW FRONTIERS. 129155 113661 ACBL EDUCATIONAL FOUNDATION SUPPORTS MULTIPLE NATIONAL YOUTH AND COLLEGIATE BRIDGE TOURNAMENTS ACROSS NORTH AMERICA. ANNUALLY, THE FOUNDATION SUPPORTS THE ACBL COLLEGIATE BOWL BY PROVIDING FULL AND PARTIAL STIPENDS FOR COLLEGE STUDENTS TO COMPETE IN AN INTERCOLLEGIATE ATMOSPHERE. IN 2024, THE FOUNDATION SUPPORTED THE WORLD YOUTH TRANSFORMATIONAL BRIDGE CHAMPIONSHIPS, WHICH IS FOR JUNIOR PLAYERS UNDER 31 COMPETING IN WORLD CHAMPIONSHIPS WHILE DEVELOPING MORE ADVANCED PLAYERS INTO THE GAME'S BIGGEST FUTURE ADVOCATES. ANNUALLY, THE FOUNDATION PROVIDES NABC (NORTH AMERICAN BRIDGE CHAMPIONSHIPS) YOUTH STIPENDS TO JUNIOR BRIDGE PLAYERS COMPETING IN NATIONAL TOURNAMENTS. 92679 92679 ACBL EDUCATIONAL FOUNDATION PARTNERS WITH JUMPSTART BRIDGE, A PROVEN, EFFECTIVE EDUCATIONAL PROGRAM THAT PROVIDES TEACHER TRAINING, INSTRUCTIONAL TOOLS, AND BOTH PRACTICAL AND FINANCIAL SUPPORT FOR IMPLEMENTING THE CARD GAME BRIDGE AS AN ENRICHMENT, AFTERSCHOOL, OR CLUB ACTIVITY FOR K12 STUDENTS. THIS PROGRAM IS DESIGNED TO SERVE AS A CONTINUING EDUCATION OPPORTUNITY FOR EDUCATORS, WHILE DELIVERING REAL-WORLD BENEFITS IN STUDENT LEARNING, CRITICAL THINKING, AND SOCIAL DEVELOPMENT. JUMPSTART BRIDGE IS SUPPORTED WITH FUNDS AND SUPPLIES FROM THE ACBL EDUCATIONAL FOUNDATION. (CONTINUED ON SCHEDULE O)OUR FLAGSHIP PROGRAM FOR 2024 WAS JUMP START BRIDGE. THIS PROGRAM, LED BY PATTY TUCKER, INTRODUCED BRIDGE TO OVER 12,000 KIDS, A HUGE INCREASE OVER PREVIOUS YEARS' YOUTH PROGRAMS. WITH THE HELP OF PATTY, THE ACBL, AND BARON BARCLAY, WE ARE BUILDING A NEW GENERATION OF PLAYERS. THIS PROGRAM IS THRIVING AND THERE IS MUCH MORE TO COME IN 2025! 33236 BRIDGEWHIZ IS AN EXCITING, DIGITAL INITIATIVE DESIGNED TO TEACH YOUNG PEOPLE (GRADES 4-12) THE ESSENTIALS OF THE FASCINATING GAME OF BRIDGE WHOSE BENEFITS, INTELLECTUAL STIMULATION, AND ADVENTURE WILL LAST A LIFETIME. BRIDGEWHIZ IS FREE TO ALL STUDENTS WITH EACH GRADUATE RECEIVING A FREE, ONE-YEAR JUNIOR MEMBERSHIP IN THE AMERICAN CONTRACT BRIDGE LEAGUE (ACBL). STUDENTS ARE ALLOWED TO GRADUATE INTO MORE ADVANCED CLASSES THROUGHOUT THEIR MIDDLE AND HIGH SCHOOL YEARS. 33236 358722 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 53 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 1 0 0 NY X X JENNIFER WEBSTER ACBL DIRECTOR OF 6622533100 6575 WINDCHASE BLVD HORN LAKE MS 38637 ROBERT S TODD PRESIDENT 1.00 X X 0 0 0 JOEL KRAMER VICE PRESIDENT 1.00 X X 0 0 0 BARBARA CLARK SECRETARY (TERM END 12/2024) 1.00 X X 0 0 0 MICHAEL BERKOWITZ PROGRAM CHAIR 1.00 X 0 0 0 MITCH DUNITZ DEVELOPMENT CHAIR 1.00 X 0 0 0 ALLISON FREELAND FINANCE CHAIR 1.00 X X 0 0 0 BRYAN HOWARD GENERAL COUNSEL 1.00 X 0 0 0 ELLEN ANTEN TRUSTEE 1.00 X 0 0 0 JANE CHAMPION TRUSTEE 1.00 X 0 0 0 PAUL CUNEO TRUSTEE 1.00 X 0 0 0 DANIELE FAVRE-PANAYOTATOS TRUSTEE 1.00 X 0 0 0 PATRICIA HERRERA TRUSTEE 1.00 X 0 0 0 ANDREA J HEUSEN PHD TRUSTEE 1.00 X 0 0 0 GREG JOHNSON TRUSTEE 1.00 X 0 0 0 S REESE KOPPEL TRUSTEE 1.00 X 0 0 0 JOHN MCALLISTER TRUSTEE 1.00 X 0 0 0 BETTY STARZEC TRUSTEE 1.00 X 0 0 0 LADAWNA PARHAM MED EXECUTIVE DIRECTOR 40.00 X 110254 0 0 110254 0 0 1 0 0 0 0 469563 469563 49844 49844 971029 1135288 -164259 -164259 -164259 355148 0 0 -114415 165136 165136 80277 80277 110254 34539 41175 34540 31862 9982 11899 9981 10807 10807 1030 1030 43290 43290 13777 11740 2037 33586 17623 15963 22108 2919 16877 2312 10041 9333 708 8904 8904 43847 27173 16674 3815 3815 578734 358722 173179 46833 807984 19024 0 232960 11968 9981 28987 27705 1377195 2138121 2226134 2427791 14037 50128 16000 0 18609 0 48646 50128 X 2097464 2295262 80024 82401 2177488 2377663 2226134 2427791 X -223586 397886 25875 X X 0 1 X 1 0 X 545417 366791 562493 512783 469563 2457047 13 150 481 644 545430 366941 562974 512783 469563 2457691 15525 11361 20975 16251 22550 86662 0 15525 11361 20975 16251 22550 86662 2371029 53761 44807 34769 62782 49844 245963 53761 44807 34769 62782 49844 245963 599191 411748 597743 575565 519407 2703654 0.87700 0.92470 0.09100 0.06000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 155003 31591 7830 178764 125727 34138 4862 155003 154652 -23089 5836 125727 141270 18227 4845 154652 127742 16976 3448 141270 0.83225 0.13985 0.02790 0 0 0 X 753034 397886 397886 355148 0 355148 552859 -25875 -25875 578734 0 578734 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF CERTAIN NET ASSETS WITHOUT DONOR RESTRICTIONS THAT HAVE BEEN DESIGNATED FOR ENDOWMENT BY THE BOARD OF TRUSTEES AND THE DONOR RESTRICTED J. HOMER SHOOP FUND. THE PURPOSE OF THE BOARD-DESIGNATED ENDOWMENT IS TO MAINTAIN A PREDICTABLE STREAM OF INCOME TO FUND THE OPERATIONS AND MISSION OF THE FOUNDATION. INTEREST EARNED ON THE J. HOMER SCHOOP FUND IS USED TO FUND AN ANNUAL $1,000 SCHOLARSHIP TO THE ACBL KING OR QUEEN OF BRIDGE. PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION FILES AN EXEMPT ORGANIZATION RETURN IN THE U.S. FEDERAL JURISDICTION. MANAGEMENT HAS REVIEWED AND CONCLUDED THAT THE FOUNDATION DOES NOT HAVE MATERIAL UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2024 AND 2023. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECOVERY OF PRIOR YEAR GRANTS -25,875. 1 ATLANTA JUNIOR BRIDGE (DBA JUMPSTART BRIDGE) PO BOX 80694 ATLANTA GA 30366 680620864 501(C)(3) 14470 64932 COST BRIDGE SUPPLIES PROVIDE OUTREACH AND RESOURCES TO TEACHERS TO INCORPORATE BRIDGE INTO SCHOOL PROGRAMS THE AMERICAN CONTRACT BRIDGE LEAGUE INC 6575 WINDCHASE BLVD HORN LAKE MS 386371523 130430330 501(C)(4) 46661 0 N/A N/A REIMBURSEMENTS TO ACBL FOR THEIR COLLEGE TEAM PROGRAM UNITED STATES BRIDGE FEDERATION 106 PENN COURT GLENVIEW IL 60026 621859910 501(C)(3) 10000 0 N/A N/A SUPPORT UNIVERSITY STUDENTS COMPETING FOR THE USA AT THE FISU WORLD UNIVERSITY MIND GAMES AMERICAN BRIDGE TEACHERS' ASSOCIATION 2634 DURHAM CHAPEL HILL BLVD STE 102 DURHAM NC 27707 237270878 501(C)(6) 9700 0 N/A N/A SUPPORT THE ANNUAL ABTA CONVENTION TO PROVIDE GROWTH AND DEVELOPMENT TO THE GAME OF BRIDGE 2 2 TEACHERS ASSISTANT PROGRAM 43 0 13277 COST BRIDGE SUPPLIES COLLEGE BOWL SCHOLARSHIPS 18 31000 0 N/A N/A NABC YOUTH STIPENDS 46 36000 0 N/A N/A PART I, LINE 2: THE ACBL EDUCATIONAL FOUNDATION FOCUSES ITS GRANTMAKING ON HELPING ORGANIZATIONS EXPAND THE TOTAL NUMBER OF BRIDGE PLAYERS THROUGH EDUCATION. WE FUND PROGRAM EXPENSES SUCH AS FACILITY USAGE, SUBSIDIES FOR TEACHERS, TEACHING MATERIALS LIKE BOOKS, WORKBOOKS, FLIPCHARTS, AND THOSE THINGS DIRECTLY RELATED TO RUNNING AN EDUCATIONAL PROGRAM. ON A CASE-BY-CASE BASIS, WE WILL DETERMINE WHETHER TRANSPORTATION CHARGES FOR TEACHERS ARE APPLICABLE. SCHOLARSHIPS AND TRAVEL GRANTS FOR JUNIORS (UP TO AGE 31) ARE CONSIDERED WHEN THEY ARE LINKED TO SUBSEQUENT COMMUNITY SERVICE WITHIN THE BRIDGE COMMUNITY. THESE INCLUDE, BUT ARE NOT LIMITED TO, PROMOTING, MENTORING AND TEACHING/CO-TEACHING OTHER JUNIORS THE GAME OF BRIDGE, OR PROVIDING PRE-APPROVED SUPPORT SERVICES TO ORGANIZERS OF ACBL-SANCTIONED GAMES AND TOURNAMENTS. APPLICANTS ARE REQUIRED TO PROVIDE PERFORMANCE MEASURES CONNECTING OBJECTIVES ALIGNED WITH ACBLEF'S MISSION AND INCLUDE CLEAR ACTIVITIES, SHORT-TERM AND LONG-TERM OUTCOMES, AND INTENDED FOLLOW-UP. INTERIM AND FINAL REPORTS ARE REQUIRED. ANY UNUSED FUNDS MUST BE RETURNED. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPOSED OF THE OFFICERS OF THE BOARD OF TRUSTEES AND OTHER MEMBERS AS A MAJORITY OF THE BOARD SHALL DESIGNATE. THEY SHALL MEET AS NEEDED TO PLAN FOR THE BOARD'S WORK AND TO FULFILL TASKS ASSIGNED TO THEM BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, THE ACBL DIRECTOR OF FINANCE, AND THE FOUNDATION'S FINANCE CHAIR PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS ANNUALLY SIGNS A STATEMENT WHICH AFFIRMS THAT SUCH PERSON AS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, AND HAS AGREED TO COMPLY WITH THE POLICY. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, THE INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THEIR CONFLICT AND ALL MATERIAL FACTS TO THE BOARD OF TRUSTEES. PERIODIC REVIEWS ARE ALSO CONDUCTED AT THE DIRECTION OF THE BOARD OF TRUSTEES. AFTER DISCLOSURE OF THE CONFLICT AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, THE INTERESTED PERSON SHALL LEAVE THE MEETING OF THE BOARD OF TRUSTEES WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING MEMBERS OF THE BOARD OF TRUSTEES SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. A RECORD OF PROCEEDINGS IS MAINTAINED IN THE MINUTES OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15A THE CEO COMPENSATION COMMITTEE HAS AN ANNUAL VALUATION PROCESS WHEREBY THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED PRIMARILY BY PERFORMANCE GOALS BEING MET. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS MAY BE REQUESTED BY THE PUBLIC BY WRITTEN REQUEST TO THE EXECUTIVE DIRECTOR, WHO WILL MAKE THE DECISION TO SHARE IF WARRANTED. FORM 990, PART XI, LINE 9: RECOVERY OF PRIOR YEAR GRANTS 25,875. FORM 990, PART XII, LINE 2C: THE FOUNDATION HAS A FINANCE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. BRIDGEWHIZ LLC 6575 WINDCHASE DR HORN LAKE MS 38637 882910835 PROMOTE BRIDGE EDUCATION DE 11110 0 AMERICAN CONTRACT BRIDGE LEAGUE EDUCATIONAL FOUNDATION