2024-11-11T06:31:24-06:00 2023-12-31 900525804 SAVILLE CPAS AND ADVISORS LLC 700 NORTH PEARL STREET SUITE 1900 DALLAS TX 75201 990 2023-01-01 471894945 THE JORDAN SPIETH FAMILY FOUNDATION JORD 2143607000 5950 SHERRY LANE SUITE 600 DALLAS TX 75225 MARK GRIEGE TREASURER 2143607000 2024-11-08 1 0 JAKE SCHUCKMAN CPA P01610743 2149229727 2024-11-08 2023 2024-10-15 13:58:12Z JORDAN SPIETH 5950 SHERRY LANE SUITE 600 DALLAS TX 75225 3078892 0 X WWW.JORDANSPIETHGOLF.COM/FOUNDATION X 2014 TX THE JORDAN SPIETH FAMILY FOUNDATION IS A 501(C)3 NONPROFIT CORPORATION ESTABLISHED TO OFFER A PLATFORM FOR JORDAN AND OTHERS TO LEND TIME, HELP GROW AWARENESS AND OFFER FINANCIAL SUPPORT FOR FOUR PHILANTHROPIC AREAS: SPECIAL NEEDS YOUTH, JUNIOR GOLF, MILITARY SUPPORT AND PEDIATRIC CANCER. 5 5 0 4 0 0 2132451 2199215 0 0 193297 284677 580725 243736 2906473 2727628 1442000 1090000 0 0 0 0 0 0 5765 67931 89984 1509931 1179984 1396542 1547644 7719716 9772676 102782 100318 7616934 9672358 THE JORDAN SPIETH FAMILY FOUNDATION IS A 501(C)3 NONPROFIT CORPORATION ESTABLISHED TO OFFER A PLATFORM TO LEND TIME, HELP GROW AWARENESS AND OFFER FINANCIAL SUPPORT FOR FOUR PHILANTHROPIC AREAS: SPECIAL NEEDS YOUTH, JUNIOR GOLF, MILITARY SUPPORT, AND PEDIATRIC CANCER. 0 0 1090000 1090000 TO PROVIDE GRANTS FOR THE FOUNDATION'S FOUR PHILANTHROPIC PILLARS WHICH INCLUDE SPECIAL NEEDS YOUTH, JUNIOR GOLF, MILITARY SUPPORT AND PEDIATRIC CANCER. 1090000 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 3 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 5 5 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 TX X CORIENT PRIVATE WEALTH LLC 2143607000 5950 SHERRY LANE SUITE 600 DALLAS TX 75225 X JOSEPH DANZI DIRECTOR 1.00 X 0 0 0 DAVID GANG DIRECTOR 1.00 X 0 0 0 JORDAN SPIETH PRESIDENT 1.00 X 0 0 0 SHAWN SPIETH VICE PRESIDENT 1.00 X 0 0 0 MARK GRIEGE TREASURER 1.00 X 0 0 0 ANNE SPIETH SECRETARY 1.00 X 0 0 0 0 0 0 0 0 0 0 0 186275 2012940 109457 2199215 227992 227992 56685 0 56685 56685 56685 595000 186275 351264 243736 243736 2727628 0 0 528413 1090000 1090000 21949 21949 7950 7950 49734 49734 5765 5765 CREDIT CARD PROCESSING 2431 2431 MISCELLANEOUS EXPENSES 2155 2155 1179984 1090000 84219 5765 2045122 2687764 33946 60117 35959 35959 0 0 5640648 7024795 7719716 9772676 2782 40318 100000 60000 102782 100318 X 0 0 0 0 7616934 9672358 7616934 9672358 7719716 9772676 1547644 507780 0 X 0 0 0 X 1738709 1392262 1768130 2132451 2199215 9230767 1738709 1392262 1768130 2132451 2199215 9230767 2956926 6273841 149439 114196 252906 193297 284677 994515 10225282 0.61360 0.58280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35959 35959 0 0 SPIETH & FRIENDS 2023 781275 186275 595000 109457 61411 70309 110087 781275 186275 595000 109457 61411 70309 110087 351264 243736 0 AMERICAN JUNIOR GOLF FOUNDATION INC 1980 SPORTS CLUB DRIVE BRASELTON GA 30517 581447686 501(C)(3) 20000 0 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. AUGUSTA UNIVERSITY FOUNDATION 1120 15TH STREET AD-1101G AUGUSTA GA 30912 586038134 501(C)(3) 100000 0 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. BELIEVE IT FOUNDATION 7373 BROADWAY 105 SAN ANTONIO TX 78209 300512535 501(C)(3) 50000 0 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. BOOT CAMPAIGN 2403 FARRINGTON STREET DALLAS TX 75207 271980936 501(C)(3) 50000 0 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. BROOKWOOD IN GEORGETOWN 905 N CHURCH ST GEORGETOWN TX 78626 472152393 501(C)(3) 50000 0 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. CARSON LESLIE FOUNDATION 6810 DELOACHE AVENUE DALLAS TX 75225 010945033 501(C)(3) 20000 0 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. CHILDREN'S FLIGHT OF HOPE 751 CORPORATE CENTER DR 130 RALEIGH NC 27607 561762824 501(C)(3) 50000 0 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. CLAYTON DABNEY FOR KIDS WITH CANCER 6500 GREENVILLE AVE SUITE 342 DALLAS TX 75206 752641482 501(C)(3) 24000 0 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. EASTERSEALS NORTH TEXAS 6900 ANDERSON BLVD 104 FORT WORTH TX 76120 750827419 501(C)(3) 50000 0 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. FIRST TEE OF GREATER DALLAS 16200 ADDISON ROAD SUITE 225 ADDISON TX 75001 752602809 501(C)(3) 20000 0 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. FORT WORTH JUNIOR GOLF FOUNDATION INC 1900 ROCKWOOD PARK DR N FORT WORTH TX 76114 205545252 501(C)(3) 50000 0 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. FREEDOM ALLIANCE 22570 MARKEY COURT SUITE 240 DULLES VA 20166 541411430 501(C)(3) 50000 0 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. KIDS BUILDING CHARACTER INC 1810 LEE ROAD ORLANDO FL 32810 270149539 501(C)(3) 25000 0 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. LAKE HIGHLANDS WOMEN'S LEAGUE PO BOX 38011 DALLAS TX 75238 752585855 501(C)(3) 65000 0 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. LEUKEMIA AND LYMPHOMA SOCIETY 3 INTERNATIONAL DRIVE SUITE 200 RYE BROOK NY 10573 135644916 501(C)(3) 50000 0 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. LITTLE BIT THERAPEUTIC RIDING CENTER 18675 NE 106TH STREET REDMOND WA 98052 911012131 501(C)(3) 25000 0 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. MY POSSIBILITIES 3601 MAPLESHADE LANE PLANO TX 75075 261509133 501(C)(3) 25000 0 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. OPERATION HOMEFRONT 17319 SAN PEDRO AVE SUITE 505 SAN ANTONIO TX 78232 320033325 501(C)(3) 25000 0 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. OPERATION SECOND CHANCE 22708 BIRCHCREST LANE CLARKSBURG MD 20871 202624345 501(C)(3) 50000 0 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. SOLDIERS' ANGELS 2895 NE LOOP 410 SUITE 107 SAN ANTONIO TX 78218 200583415 501(C)(3) 40000 0 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. SPECIAL OLYMPICS 1133 19TH STREET NW WASHINGTON DC 20036 520889518 501(C)(3) 50000 0 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. THE MUNY CONSERVANCY 1800 NUECES AUSTIN TX 78701 842599950 501(C)(3) 10000 0 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. THE NORTH TEXAS PGA 15150 PRESTON RD SUITE 250 DALLAS TX 75248 752216940 501(C)(3) 40000 0 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. THE PEOPLE PROJECT 3425 BRYN MAWR DALLAS TX 75225 473654727 501(C)(3) 20000 0 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY W I COOK FOUNDATION INC 801 7TH AVE FORT WORTH TX 76104 752051649 501(C)(3) 100000 0 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. WARRIORS AND QUIET WATERS 351 EVERGREEN DRIVE SUITE A BOZEMAN MT 59715 208837637 501(C)(3) 31000 0 TO PROVIDE THE ORGANIZATION WITH THE FUNDS NEEDED TO FULFILL THEIR GOALS LOCALLY. X NETJETS FLIGHT HOURS 1 39820 FAIR MARKET VALUE X DRIFTWOOD GOLF AND RANCH OVERNIGHT 1 7500 ESTIMATED FAIR MARKE X STUNNING DIAMOND EARRINGS 1 7500 ESTIMATED FAIR MARKE X THE ULTIMATE PNC GOLF EXPERIENCE 1 5500 ESTIMATED FAIR MARKE X CADDIE FOR SPIETH! 1 5000 ESTIMATED FAIR MARKE X BALLYNEAL GOLF GETAWAY 1 3600 ESTIMATED FAIR MARKE X FAST PASS TO THE 2024 FINAL FOUR 1 3300 ESTIMATED FAIR MARKE X 2024 DALLAS COWBOYS GAME EXPERIENCE 1 3000 ESTIMATED FAIR MARKE X LUXURY PGA CHAMPIONSHIP 2024 EXPERIENCE 1 3000 ESTIMATED FAIR MARKE X PARTY AT THE WMPO 1 3000 ESTIMATED FAIR MARKE X TEAM TITLEIST EQUIPMENT 1 2500 ESTIMATED FAIR MARKE X 2024 AT&T PEBBLE BEACH PRO-AM HONORARY OBSERVER PROGRAM 1 2500 ESTIMATED FAIR MARKE X DALLAS STARS VIP SEAT PACKAGE 1 2000 ESTIMATED FAIR MARKE X CHEF'S TASTING FOR EIGHT! 1 1500 ESTIMATED FAIR MARKE X 2023 GOODYEAR COTTON BOWL EXPERIENCE 1 1400 ESTIMATED FAIR MARKE X ATLANTA BRAVES SIGNED BAT 1 1000 ESTIMATED FAIR MARKE X 2023 MAJOR KEEPSAKE 1 1000 ESTIMATED FAIR MARKE X CUSTOM BOOT SCOOTIN' 1 1000 ESTIMATED FAIR MARKE X GOLF TEXAS STYLE 1 1000 ESTIMATED FAIR MARKE X KEEPSAKE WATERCOLOR PORTRAIT 1 1000 ESTIMATED FAIR MARKE X PUTT LIKE THE PRO WITH A SUPERSTROKE 1 1000 ESTIMATED FAIR MARKE X UPSCALE AT DRAKE'S DALLAS 1 815 ESTIMATED FAIR MARKE X CENTER RINK DALLAS STARS V. MINNESOTA WILD 1 750 ESTIMATED FAIR MARKE X MORGAN WALLEN AUTOGRAPHED GUITAR + TWO PIT TICKETS 1 750 ESTIMATED FAIR MARKE X 2022 RYDER CUP TEAM USA SIGNED PIN FLAG 1 700 ESTIMATED FAIR MARKE X TWO PIT TICKETS TO A MORGAN WALLEN SHOW IN 2024 1 600 ESTIMATED FAIR MARKE X CHEER ON THE WORLD SERIES CHAMPS! 1 600 ESTIMATED FAIR MARKE X UP CLOSE WITH MAVS VS. SPURS 1 500 ESTIMATED FAIR MARKE X LONGHORN LEGENDS 1 500 ESTIMATED FAIR MARKE X DAVID ROBINSON AUTOGRAPHED JERSEY 1 500 ESTIMATED FAIR MARKE X PBR TEAM COMPETITION 1 500 ESTIMATED FAIR MARKE X BACKYARD BAR FOR YOU! 1 500 ESTIMATED FAIR MARKE X LUKE BRYAN JAM 1 500 ESTIMATED FAIR MARKE X 2015 SPIETH'S FIRST MAJOR 1 500 ESTIMATED FAIR MARKE X HIGHLAND PARK SHOP + DINE 1 450 ESTIMATED FAIR MARKE X COFFEE ALL YEAR WITH COSECHA DEL SUR 1 432 ESTIMATED FAIR MARKE X SPIETH RBC HERITAGE PIN FLAG 1 350 ESTIMATED FAIR MARKE X TAMMY WOOTEN ART 1 350 ESTIMATED FAIR MARKE X PERSONALIZED"READY FOR COCKTAILS" BASKET 1 315 ESTIMATED FAIR MARKE X JAM WITH JAKE 1 300 ESTIMATED FAIR MARKE X 100 THIEVES MERCHANDISE! 1 300 ESTIMATED FAIR MARKE X LEE BRICE SIGNED GUITAR 1 300 ESTIMATED FAIR MARKE X CHRIS LANE PERSONAL SONG PERFORMANCE 1 300 ESTIMATED FAIR MARKE X HARDY GUITAR 1 250 ESTIMATED FAIR MARKE X JT'S BAG 1 250 ESTIMATED FAIR MARKE X SCOTTIE'S BAG 1 250 ESTIMATED FAIR MARKE X AUTOGRAPHED RYDER CUP KICKS 1 200 ESTIMATED FAIR MARKE X GOLF BROADCAST BEHIND-THE-SCENES 1 200 ESTIMATED FAIR MARKE X DEBORAH ALCALA SILVER SET 1 175 ESTIMATED FAIR MARKE X NEW YORK YANKEE ANTHONY VOLPE SIGNED PHOTO 1 150 ESTIMATED FAIR MARKE X WORLD SERIES COLLECTORS HATS 1 50 ESTIMATED FAIR MARKE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 ANNE SPIETH IS THE WIFE OF JORDAN SPIETH. SHAWN SPIETH IS THE FATHER OF JORDAN SPIETH. JOSEPH DANZI IS JORDAN SPIETH'S BUSINESS AGENT. MARK GRIEGE IS JORDAN SPIETH'S FINANCIAL PLANNER. DAVID GANG IS AN EXECUTIVE AT A COMPANY FOR WHICH JORDAN SPIETH PROVIDES SERVICES. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION PROVIDES A DRAFT COPY OF THE THIS FORM 990 TO ALL MEMBERS OF THE GOVERNING BODY FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY IN PLACE VIA THE ORGANIZATION'S BYLAWS. THE CONFLICT OF INTEREST POLICY IS CONSISTENTLY MONITORED AND ENFORCED BY THE ORGANIZATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 NO OFFICER OR DIRECTOR OF THE ORGANIZATION RECEIVES ANY COMPENSATION. THE ORGANIZATION HAS NO EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST