2023-12-15T14:24:08-06:00 2023-01-31 751568850 FOX BYRD & COMPANY PC CPA'S 12400 COIT RD STE 505 DALLAS TX 75251 990 2022-02-01 237039387 CHI OMEGA EDUCATION AND CHARITY FUND OF DALLAS CHIO 2148901999 12700 HILLCREST RD 125 DALLAS TX 75230 AMY LYNN JONES TRUSTEE 2148901999 2023-12-15 1 AMY LYNN JONES 999009999 1 GEOFFREY BAKER CPA P02029476 2146968320 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z AMY LYNN JONES 12700 HILLCREST RD 125 DALLAS TX 75230 941206 0 1 X WWW.CHIOMEGAXMAS.ORG X 1969 TX TO OVERSEE THE CHI OMEGA CHIRSTMAS MARKET (COCM), TO PROVIDE GRANTS TO QUALIFYING CHARITABLE ORGANIZATIONS THAT SERVE THE DALLAS COMMUNITY WITHIN THE AREAS OF HEALTH, EDUCATION, ARTS & WELFARE, AND TO MAKE GRANTS FOR SCHOLARSHIPS TO MEMBERS OF THE CHI OMEGA SORORITY AT SOUTHERN METHODIST UNIVERSITY AND OTEHR UNIVERSITIES. 3 3 1 286 0 0 167948 162412 0 776782 1063 1805 352440 207 521451 941206 225828 464500 0 0 19924 12115 0 0 2582 31293 344248 277045 820863 244406 120343 950567 1267015 181712 479069 768855 787946 X TO OVERSEE THE CHI OMEGA CHIRSTMAS MARKET, TO PROVIDE GRANTS TO QUALIFYING CHARITABLE ORGANIZATIONS THAT SERVE THE DALLAS COMMUNITY WITHIN THE AREAS OF HEALTH, EDUCATION, ARTS & WELFARE, AND TO MAKE GRANTS FOR SCHOLARSHIPS TO MEMBERS OF THE CHI OMEGA SORORITY AT SOUTHERN METHODIST UNIVERSITY AND OTEHR UNIVERSITIES. 1 0 319843 776782 OVERSEE THE CHI OMEGA CHRISTMAS MARKET (COCM) 413000 413000 PROVIDE GRANTS TO QUALIFYING CHARITABLE ORGANIZATIONS THAT SERVE TEH DALLAS COMMUNITY WITHIN THE AREAS OF HEALTH, EDUCATION, ARTS, & WALFARE. 51500 51500 PROVIDE GRANTS FOR SCHOLARSHIPS TO MEMBERS OF THE CHI OMEGA SOROITY AT SOUTHERN METHODIST UNIVERSITY & OTHER UNIVERSITIES. 784343 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 1 1 0 0 0 0 X 3 3 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X MICHELLE RASKIEWICZ 2142139410 12700 HILLCREST RD NO 125 DALLAS TX 75230 X AMY LYNN JONES TRUSTEE 1.00 X 0 0 0 CONNIE BLASS O'NEILL TRUSTEE 1.00 X 0 0 0 ELIZABETH LANE ANDERSON TRUSTEE 1.00 X 0 0 0 MICHELLE RASKIEWICZ TREASURER 5.00 X 0 0 0 JILL STARR ASST. TREASURER 5.00 X 0 0 0 NANCY HIMES MARKET CHAIR 15.00 X 0 0 0 KAREN DOWER MARKET CHAIR 15.00 X 0 0 0 CINDY LARGE MARKET CHAIR 15.00 X 0 0 0 KAREN GREY MARKET STEERING CHAIR 15.00 X 0 0 0 0 0 0 0 0 0 0 0 162412 28290 162412 CHI OMEGA CHRISTMAS MA 459900 776782 776782 776782 1805 1805 OTHER INCOME 900099 207 207 207 941206 776782 0 2012 413000 413000 51500 51500 11651 11651 464 464 12541 12541 985 985 29975 29975 1614 1614 2988 2988 VENUE FEES 148421 148421 ALL OTHER CHRISTMAS MAR 49927 49927 EQUIPMENT RENTAL 48364 48364 IN-KIND DONATION EXPENS 28290 28290 21143 14866 3695 2582 820863 784343 33938 2582 877742 681770 47205 563371 21874 6068 6068 0 0 25620 950567 1267015 1208 8492 180504 470577 181712 479069 X 394231 529921 374624 258025 768855 787946 950567 1267015 X 120343 -101252 X 0 1 X 1 0 X 307492 137947 96938 167948 162412 872737 655739 750645 93893 665619 776782 2942678 963231 888592 190831 833567 939194 3815415 0 0 0 3815415 3131 5505 2841 1063 1805 14345 3131 5505 2841 1063 1805 14345 665 15057 5022 -33852 207 -12901 967027 909154 198694 800778 941206 3816859 0.99960 0.99240 0.00380 0.00390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 727490 1112 728602 0.64586 0.35414 0 0 4049 4049 0 2019 2019 0 0 1084566 143360 143360 941206 0 941206 964223 143360 143360 820863 0 820863 PART V, LINE 4: BOARD DESIGNATED FUNDS ARE INTENDED TO BE USED FOR SCHOLARSHIP AND GRANTS IN THE YEAR(S) FOLLOWING BOARD DESIGNATION. DONOR RESTRICTED FUNDS ARE INTENDED FOR SMU EDUCATIONAL PURPOSES ONLY. 1 BRYAN'S HOUSE 3610 PIPESTONE RD DALLAS TX 75212 752217559 46500 0 GENERAL SUPPORT CAFE MOMENTUM 1510 PACIFIC AVE DALLAS TX 75201 320384561 36500 0 GENERAL SUPPORT MAKE A WISH NORTH TEXAS 16803 DALLAS PARKWAY STE 100 ADDISON TX 75001 751889666 26500 0 GENERAL SUPPORT THE WESLEY RANKIN COMMUNITY 3100 CROSSMAN AVE DALLAS TX 75212 750808775 31500 0 GENERAL SUPPORT DALLAS CASA 2757 SWISS AVE DALLAS TX 75204 751866204 46500 0 GENERAL SUPPORT DALLAS CHILDREN'S THEATRE 5938 SKILLMAN ST DALLAS TX 75231 751967052 26500 0 GENERAL SUPPORT EXODUS MINISTRIES 4630 MUNGER AVE STE 110 DALLAS TX 75204 752204582 31500 0 GENERAL SUPPORT GIRL SCOUT'S OF NORTHEAST TEXAS 6001 SUMMERSIDE DR DALLAS TX 75252 751101571 41500 0 GENERAL SUPPORT METROCREST SERVICES 1145 N JOSEY LN CARROLLTON TX 75006 751548334 31500 0 GENERAL SUPPORT MOSAIC FAMILY SERVICES 12225 GREENVILLE AVE STE 800 DALLAS TX 75243 752484565 31500 0 GENERAL SUPPORT READERS 2 LEADERS PO BOX 195076 DALLAS TX 75219 900641325 31500 0 GENERAL SUPPORT THE WARREN CENTER 320 CUSTER RD RICHARDSON TX 75080 751282040 31500 0 GENERAL SUPPORT CONTRIBUTION TO CHI OMEGA NATIONAL ENDOWMENT FUND 1 2500 CONTRIBUTION TO SMU ENDOWNMENT FUND 1 2500 SCHOLARSHIPS FOR STUDENTS ATTENDING SOUTHERN METHODIST UNIVERSITY 5 11837 SCHOLARSHIPS FOR STUDENTS ATTENDING TEXAS A&M UNIVERSITY 2 4303 SCHOLARSHIPS FOR STUDENTS ATTENDING BAYLOR UNIVERSITY 1 1291 SCHOLARSHIPS FOR STUDENTS ATTENDING TEXAS CHRISTIAN UNIVERSITY 1 1291 SCHOLARSHIPS FOR STUDENTS ATTENDING UNIVERSITY OF OKLAHOMA 3 10983 SCHOLARSHIPS FOR STUDENTS ATTENDING UNIVERSITY OF ALABAMA 1 4091 SCHOLARSHIPS FOR STUDENTS ATTENDING UNIVERSITY OF ARKANSAS 1 3661 SCHOLARSHIPS FOR STUDENTS ATTENDING UNIVERSITY OF FLORIDA 1 4091 SCHOLARSHIPS FOR STUDENTS ATTENDING SAMFORD UNIVERSITY 1 4952 PART I, LINE 2: SEE ATTACHED X GIFT CERTIFICATES 0 23100 FMV X OWLS 0 3340 FMV X WATER 0 1500 FMV X ICE 0 250 FMV X POPCORN 0 100 FMV 0 0 0 FORM 990, PART III, LINE 2 CHI OMEGA HAS CONSISTANTLY REPORTED THE CHI OMEGA CHRISTMAS MARKET AS A FUNDRAISING EVENT ON PRIOR RETURNS (SCH G). STARTING WITH THE 2022 FORM 990 THIS ACTIVITY WILL BE REPORTED AS A PROGRAM SERVICE RATHER THAN A FUNDRASING EVENT. THE CHANGE IS TO ALIGN THE REPORTING ON FORM 990 WITH THE 2ND AMENDED TRUST AGREEMENT. (COPY ATTACHED)THIS IS A PRESENTATION CHANGE ONLY. FORM 990, PART VI, SECTION A, LINE 4 TRUST AGREEMENT WAS AMENDED IN 2022. COPY OF AMENDED TRUST AGREEMENT IS ATTACHED. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS REVIEWED BY AT LEAST ONE MEMBER OF THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES & OFFICERS REVIEW ANNUAL DISCLOSURES WHEN FILED FORM 990, PART VI, SECTION C, LINE 19 NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: ADJUSTMENT TO CORRECT NET ASSETS PER AUDITED FINANCIALS -101,252.