2023-07-26T12:57:23-05:00 2022-12-31 742920819 ATCHLEY & ASSOCIATES LLP 1005 LA POSADA DRIVE AUSTIN TX 78752 990 2022-01-01 311746586 FOUNDATION FOR BIG BROTHERS BIG SISTERS OF CENTRAL TEXAS FOUN 5124725437 PO BOX 4555 AUSTIN TX 78765 LORAINE BROWN BOARD CHAIR 5124725437 2023-07-25 1 LORAINE BROWN 999009999 1 RENAE DUNCAN P01257722 5123462086 2023-07-19 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LORAINE BROWN PO BOX 4555 AUSTIN TX 78765 422537 0 X N/A X 2001 TX FOR THE SUPPORT AND BENEFIT OF BIG BROTHERS BIG SISTERS OF CENTRAL TEXAS, INC. AND DIRECTED TO THE WELFARE OF CHILDREN WHO HAVE BECOME OR ARE AT RISK BY CIRCUMSTANCES OF THEIR LIVES. 7 7 0 15 0 0 0 0 0 0 163039 56611 0 0 163039 56611 101855 98066 0 0 0 0 0 0 0 28748 28123 130603 126189 32436 -69578 2109225 1650773 3250 750 2105975 1650023 FOR THE SUPPORT AND BENEFIT OF BIG BROTHERS BIG SISTERS OF CENTRAL TEXAS, INC. (BBBS) AND DIRECTED TO THE WELFARE OF CHILDREN WHO HAVE BECOME OR ARE AT RISK BY CIRCUMSTANCES OF THEIR LIVES. 0 0 104415 98066 FOR THE SUPPORT AND BENEFIT OF BIG BROTHERS BIG SISTERS OF CENTRAL TEXAS, INC. (BBBS) AND DIRECTED TO THE WELFARE OF CHILDREN WHO HAVE BECOME OR ARE AT RISK BY CIRCUMSTANCES OF THEIR LIVES. 104415 1 0 0 0 0 0 0 0 0 1 0 1 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 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X BETH RINDFUSS 5124725437 4800 MANOR ROAD BLDG K AUSTIN TX 78723 CARLOS BARBOSA BOARD SECRETARY 1.00 X X 0 0 0 LORAINE BROWN BOARD CHAIR 2.00 X X 0 0 0 BRANDON JONES BOARD MEMBER 2.00 X 0 0 0 GUILLERMO MARTINEZ BOARD MEMBER 2.00 X 0 0 0 KORI HATTERMER BOARD MEMBER 2.00 X 0 0 0 PAMELA MALUNAT HURLEY BOARD MEMBER 2.00 1.00 X 0 0 0 SHELLIE HAYES-MCMAHON BOARD MEMBER 2.00 1.00 X 0 0 0 LEAH MEUNIER BBBS CEO 1.00 40.00 X 0 120000 8228 0 120000 8228 0 0 0 0 0 31026 31026 391511 365926 25585 25585 25585 56611 0 0 56611 50000 50000 48066 48066 9142 5485 3657 17901 17901 760 608 152 BOARD EXPENSES 320 256 64 126189 104415 21774 0 26085 18386 73121 194656 2010019 1437731 2109225 1650773 3250 750 3250 750 X 2105975 1650023 2105975 1650023 2109225 1650773 -69578 -386374 0 X 0 1 X 1 0 X X 1 BIG BROTHERS BIG SISTERS OF CENTRAL TEXAS 741678586 7 1 50000 0 1 50000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE A, PAGE 5, SECTION B, LINE 1 THE FOUNDATION HAS A SEVEN MEMBER BOARD WITH FOUR BEING "INDEPENDENT MEMBERS" FROM THE COMMUNITY WHO ARE SELECTED BY THE BOARD. BIG BROTHERS BIG SISTERS OF CENTRAL TEXAS (BBBS), AS THE SUPPORTED ORGANIZATION, CAN APPOINT UP TO THREE REPRESENTATIVES FROM ITS EXECUTIVE BOARD TO SERVE ON THE FOUNDATION'S ACTIVITIES, BUT WILL NEVER CONTROL A VOTE OR REPRESENT A MAJORITY OF THE FOUNDATION'S BOARD. 2105975 -329763 126189 1650023 1887987 348591 130603 2105975 1806867 211184 130064 1887987 1680498 309189 182820 1806867 1908676 -80126 148052 1680498 1.00000 0 0 0 COLUMBIA SELIGMAN TECHNOLOGY & INFORMATION 127938 F FUNDAMENTAL INVESTORS 158987 F INVESTMENT COMPANY OF AMERICA 131708 F ISHARES CORE S&P 500 240131 F ISHARES CORE S&P MID CAP 157229 F ISHARES CORE S&P SMALL CAP 141960 F INVESCO SENIOR LOAN 117021 F BOND FUND OF AMERICA 262795 F AMERICAN HONDA FIN CORP UNSECD MEDIUM NOTE CPN 99962 F 1437731 X -347664 -386374 -386374 38710 17901 17901 56611 108288 0 108288 17901 17901 126189 PART V, LINE 4: THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS TO PROVIDE SCHOLARSHIPS AND SUPPORT BIG BROTHERS BIG SISTERS OF CENTRAL TEXAS, A RELATED ORGANIZATION. PART X, LINE 2: INCOME TAXES - THE FOUNDATION IS A NONPROFIT ORGANIZATION THAT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT AS IT RELATES TO ANY UNRELATED BUSINESS INCOME. THE FOUNDATION DID NOT INCUR ANY SIGNIFICANT TAX LIABILITIES DUE TO UNRELATED BUSINESS INCOME DURING THE YEARS DECEMBER 31, 2022 OR 2021. THE TAX RETURNS FOR THE YEARS ENDING DECEMBER 31, 2019, AND AFTER ARE OPEN TO EXAMINATION BY FEDERAL, LOCAL, AND STATE AUTHORITIES. THERE ARE CURRENTLY NO INCOME TAX AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 BIG BROTHERS BIG SISTERS OF CENTRAL TEXAS INC PO BOX 4555 AUSTIN TX 78765 741678586 501(C)(3) 50000 0 TO SUPPORT THE BBBS SCHOLARSHIP PROGRAM. 1 BOOKS, SUPPLIES, AND HOUSING 5 1692 TUITION AND FEES 56 46374 PART I, LINE 2: FOR SCHOLARSHIP GRANTS MADE TO INDIVIDUALS, THE FOUNDATION REQUIRES THAT EACH RECIPIENT SUBMIT DOCUMENTATION OF THEIR HIGH SCHOOL GRADUATION OR GED, PROOF OF ENROLLMENT AT AN INSTITUTION OF HIGHER LEARNING AND A FEE STATEMENT FROM THE INSTITUTION'S BILLING OFFICE. ALL PAYMENTS ARE ISSUED TO THE INSTITUTION RATHER THAN THE INDIVIDUAL TO ASSURE THE FUNDS ARE USED ONLY FOR EDUCATIONAL PURPOSES. FOR GRANTS MADE TO BIG BROTHERS BIG SISTERS OF CENTRAL TEXAS, THE FOUNDATION ASKS THAT BBBS STAFF PROVIDE THEM WITH QUARTERLY UPDATES ON THE MAJOR ACTIVITIES AND ACCOMPLISHMENTS OF THE ORGANIZATION WITH SPECIFIC FOCUS ON THE ACADEMIC SUCCESS OF PROGRAM PARTICIPANTS. FORM 990, PART VI, SECTION A, LINE 3 THE FOUNDATION'S SCHOLARSHIP PROGRAM IS ADMINISTERED BY A DEDICATED EMPLOYEE OF BBBS. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE MANAGER REVIEWS THE FORM 990 PRIOR TO SUBMITTING TO THE BOARD FOR APPROVAL. ONCE APPROVED, THE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE ASKED ANNUALLY TO DISCLOSE ANY INTEREST WHICH COULD GIVE RISE TO CONFLICTS BY COMPLETING A CONFLICT OF INTEREST FORM, WHICH OUTLINES THE ORGANIZATION'S FULL CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIALS AVAILABLE TO THE PUBLIC VIA THE WEB SITE OF ITS SUPPORTED ORGANIZATION, BIG BROTHERS BIG SISTERS OF CENTRAL TEXAS, AND UPON REQUEST. BIG BROTHERS BIG SISTERS OF CENTRAL TEXAS INC PO BOX 4555 AUSTIN TX 78765 741678586 ASSIST CHILDREN THROUGH ONE-TO-ONE RELATIONSHIPS TX 501(C)(3) LINE 7 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 BIG BROTHERS BIG SISTERS OF CENTRAL TEXAS INC B 50000 CASH