2024-09-03T12:34:43-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 5001 SPRING VALLEY ROAD SUITE 600W DALLAS TX 75244 990 2023-01-01 710908909 JULIETTE FOWLER FOUNDATION JULI 2148270813 1234 ABRAMS ROAD DALLAS TX 75214 JAMES T JAHNKE PRESIDENT/CFO 2148270813 2024-08-28 1 0 JEFF PARKER P00970069 9723835700 2024-08-28 2023 2024-08-08 14:25:15Z JAMES T JAHNKE 1234 ABRAMS ROAD DALLAS TX 75214 9385953 0 X N/A X 2002 TX MANAGES INVESTMENTS MADE WITH FUNDS DONATED FOR THE BENEFIT OF THE FOWLER PROGRAMS, AS WELL AS DONATED MINERAL AND ROYALTY INTERESTS. DISTRIBUTIONS ARE MADE SOLELY IN SUPPORT OF JULIETTE FOWLER COMMUNITIES INC AND JULIETTE FOWLER PROPERTIES. 6 6 0 6 0 0 2134832 2343281 0 0 521389 1006280 3748054 6036392 6404275 9385953 947617 2252090 0 0 0 0 0 0 0 1273979 712496 2221596 2964586 4182679 6421367 45837819 52632413 191347 0 45646472 52632413 X JULIETTE FOWLER FOUNDATION IS A NOT FOR PROFIT CORPORATION THAT MANAGES INVESTMENTS MADE WITH FUNDS DONATED FOR THE BENEFIT OF THE FOWLER PROGRAMS, AS WELL AS DONATED MINERAL AND ROYALTY INTERESTS. DISTRIBUTIONS ARE MADE SOLELY IN SUPPORT OF JULIETTE FOWLER COMMUNITIES INC AND JULIETTE FOWLER PROPERTIES. 0 0 2252090 2252090 0 ALL GRANTS ARE DISTRIBUTED TO JULIETTE FOWLER COMMUNITIES AND JULIETTE FOWLER PROPERTIES TO FURTHER THE MISSIONS OF THESE RELATED EXEMPT ORGANIZATIONS. 2252090 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X THE ORGANIZATION 2148270813 1234 ABRAMS ROAD DALLAS TX 75214 PETE BRATLIE BOARD MEMBER 0.20 0.30 X 0 0 0 RICHARD DOOLEY BOARD MEMBER 0.20 0.30 X 0 0 0 LIZ HERMANN BOARD MEMBER 0.20 0.30 X 0 0 0 JEFF MUNDY CHAIR 0.20 0.30 X X 0 0 0 JILL NELSON BOARD MEMBER 0.20 0.30 X 0 0 0 GRAY POWERS BOARD MEMBER 0.20 0.30 X 0 0 0 ELIZABETH NICOLE GANN PRESIDENT/CEO 4.00 36.00 X 0 277000 30544 ANN MCKINLEY CAO (TERM ENDED) 4.00 36.00 X 0 95057 7590 SCOTT MARTINEZ CFO 4.00 36.00 X 0 160081 17738 BILLIE COLLINS COO 4.00 36.00 X 0 154254 17079 ASHLEY BROWN CAO 4.00 36.00 X 0 98477 9006 0 784869 81957 0 0 1 0 0 1029464 50000 1263817 2343281 810983 810983 5911893 5911893 195297 0 195297 195297 195297 OTHER REVENUE 900099 124499 124499 124499 9385953 0 0 7042672 2252090 2252090 525000 525000 728 728 19050 19050 164248 164248 BANK CHARGES 3470 3470 2964586 2252090 712496 0 999829 892679 861419 319510 30470432 40139401 9691719 7254051 3814420 4026772 45837819 52632413 191347 0 191347 0 X 37378286 44609483 8268186 8022930 45646472 52632413 45837819 52632413 6421367 564574 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2583289 14363 2597652 2158289 425000 2583289 1809276 349013 2158289 1809276 1809276 16311067 194435 14696226 1809276 0.32000 0.68000 0.00000 0 0 0 PERPETUAL TRUSTS 2828882 SPLIT INTEREST AGREEMENTS 839280 DUE FROM RELATED PARTY 358610 4026772 X PART V, LINE 4: TO FURTHER THE CHARITABLE AND RELIGIOUS PURPOSES OF JULIETTE FOWLER FOUNDATION (JFF), A TEXAS NON-PROFIT CORPORATION WITH ITS PRINCIPAL PLACE OF BUSINESS IN DALLAS COUNTY, THROUGH GRANTS AND GIFTS LIMITED TO JFF OR TO ORGANIZATIONS SPONSORED BY OR AFFILIATED WITH JFF AS REQUESTED AND APPROVED BY THE BOARD OF DIRECTORS OF JFF. ALL FUNDS RAISED BY JFF SPECIFICALLY FOR JULIETTE FOWLER COMMUNITIES (JFC), A RELATED TAX-EXEMPT ORGANIZATION, AND ALL UNRESTRICTED FUNDS GIVEN TO JFF BY JFC SHALL BE USED EXCLUSIVELY FOR SUCH CHARITABLE AND RELIGIOUS PURPOSES SET FORTH IN THIS PARAGRAPH SO LONG AS JFC REMAINS IN EXISTENCE AND RETAINS ITS STATUS AS AN EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE CODE. TO MANAGE, INVEST, OR REINVEST THE FUNDS PLACED WITH JFF BY CHARITABLE AND RELIGIOUS CHARITIES DIRECTLY RELATED TO JFF AND WHICH ARE INCLUDED IN THE LISTING OF THE YEARBOOK OF THE CHRISTIAN CHURCH (DISCIPLES OF CHRIST) IN THE UNITED STATES AND CANADA, WITH SUCH FUNDS TO BE AND REMAIN THE ASSETS OF SUCH CHARITY, BUT TO BE MANAGED ON BEHALF OF SUCH CHARITY FOR THE BENEFIT THEREOF AND TO BE DELIVERED TO SUCH CHARITY AT SUCH TIME 0R TIMES AS MAY BE REQUESTED BY SUCH CHARITY. TO OTHERWISE SECURE BY DONATION, GIFTS, SUBSCRIPTIONS, OR PLEDGES, FUNDS TO BENEFIT JFF OR FOR THE BENEFIT OF 0RGANIZATIONS AND/OR CHARITIES SPONSORED BY, AFFILIATED WITH OR DIRECTLY RELATED TO JFF. PART X, LINE 2: THE ORGANIZATION HAS BEEN GRANTED EXEMPT STATUS RELATIVE TO FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE CODES. THE ORGANIZATION HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A). THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION REPORTS ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES AND FILES ALL PROPER RETURNS RELATED TO THESE ACTIVITIES. 1 JULIETTE FOWLER COMMUNITIES INC 1234 ABRAMS ROAD DALLAS TX 75214 750800655 501(C)(3) 2252090 0 GENERAL PROGRAM SUPPORT 1 PART I, LINE 2: ALL GRANTS ARE GIVEN TO RELATED ORGANIZATIONS AND ARE MONITORED BY THE SHARED BOARD MEMBERS WITH THE RELATED ORGANIZATIONS. 0 0 0 0 0 0 0 0 0 ELIZABETH NICOLE GANN PRESIDENT/CEO 0 257600 0 19400 0 0 0 30338 0 206 0 307544 0 0 SCOTT MARTINEZ CFO 0 147347 0 12734 0 0 0 17609 0 129 0 177819 0 0 BILLIE COLLINS COO 0 137942 0 16312 0 0 0 16968 0 111 0 171333 0 0 PART I, LINE 3 JULIETTE FOWLER FOUNDATION HAS NO DIRECT EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 11B ALL MEETINGS ARE DOCUMENTED BY THE ASSISTANT TO THE SECRETARY OF THE BOARD. THEY ARE WRITTEN UP, REVIEWED BY MANAGEMENT AND THE BOARD. THE MINUTES ARE DISTRIBUTED TO THE BOARD MEMBERS PRIOR TO THEIR NEXT MEETING AND APPROVED AT THE SUBSEQUENT MEETING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY AND IF A CONFLICT ARISES, THE BOARD MEMBER IS ASKED TO ABSTAIN FROM VOTING UNTIL RESOLVED. FORM 990, PART VI, SECTION B, LINE 15 THERE IS NO COMPENSATION PAID OUT OF JULIETTE FOWLER FOUNDATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT 1234 ABRAMS ROAD, DALLAS, TEXAS, DURING REGULAR WEEKDAY BUSINESS HOURS THEY ARE GIVEN FREE OF CHARGE TO ANYONE WHO REQUESTS THEM. FORM 990, PART XII LINE 2C THE INDEPENDENT AUDITOR SELECTION PROCESS AND OVERSIGHT PROCESS HAVE NOT CHANGED FROM THE PRIOR YEAR. JULIETTE FOWLER COMMUNITIES INC 1234 ABRAMS RD DALLAS TX 75214 750800655 PROVIDING HOUSING & CARE TO THOSE IN NEED TX 501(C)(3) LINE 1 N/A 0 JULIETTE FOWLER PROPERTIES INC 1234 ABRAMS RD DALLAS TX 75214 050539109 PROVIDING HOUSING TO ELDERLY, HANDICAPPED & ORPHANS TX 501(C)(2) N/A JULIETTE FOWLER COMMUNITIES INC 0 FOWLER CHRISTIAN APARTMENTS II INC 105 JULIETTE FOWLER ST DALLAS TX 75214 810597920 PROVIDING HOUSING & CARE TO THOSE IN NEED TX 501(C)(3) LINE 10 JULIETTE FOWLER COMMUNITIES INC 0 FOWLER CHRISTIAN APARTMENTS III INC 105 JULIETTE FOWLER ST DALLAS TX 75214 455194302 PROVIDING HOUSING & CARE TO THOSE IN NEED TX 501(C)(3) LINE 10 JULIETTE FOWLER COMMUNITIES INC 0 FOWLER CHRISTIAN APARTMENTS INC 105 JULIETTE FOWLER ST DALLAS TX 75214 751609256 PROVIDING HOUSING & CARE TO THOSE IN NEED TX 501(C)(3) LINE 10 JULIETTE FOWLER COMMUNITIES INC 0 CHARITABLE PERPETUAL TRUST #1 TO SUPPORT THE JULIETTE FOWLER PROGRAMS TX T 1.00000 0 CHARITABLE PERPETUAL TRUST #2 TO SUPPORT THE JULIETTE FOWLER PROGRAMS TX T 1.00000 0 CHARITABLE PERPETUAL TRUST #3 TO SUPPORT THE JULIETTE FOWLER PROGRAMS TX T 1.00000 0 CHARITABLE SPLIT INTEREST TRUST #1 TO SUPPORT THE JULIETTE FOWLER PROGRAMS TX T 1.00000 0 CHARITABLE SPLIT INTEREST TRUST #2 TO SUPPORT THE JULIETTE FOWLER PROGRAMS TX T 1.00000 0 CHARITABLE PERPETUAL TRUST #4 TO SUPPORT THE JULIETTE FOWLER PROGRAMS TX T 1.00000 0 0 1 1 0 0 0 0 0 0 0 1 1 1 1 1 0 1 0 0 JULIETTE FOWLER COMMUNITIES INC Q 480000 CASH