2025-02-16T12:01:05-06:00 2024-03-31 742533381 JAYNES REITMEIER BOYD & THERRELL PC 5400 BOSQUE BLVD STE 600 WACO TX 767104459 990 2023-04-01 746054628 WACO FOUNDATION WACO 2547543404 1224 AUSTIN AVE 100 WACO TX 76701 ASHLEY ALLISON EXECUTIVE DIRECTOR 2547543404 2025-02-12 1 1 NANCY A LIVINGSTON P00044678 2547764190 2025-02-12 2023 2025-03-06 01:10:19Z ASHLEY ALLISON 1224 AUSTIN AVE SUITE 100 WACO TX 76701 53721316 0 X WWW.WACOFOUNDATION.ORG X 1958 TX AS THE COMMUNITY FOUNDATION SERVING MCLENNAN COUNTY, TEXAS, WACO FOUNDATION IS AN INDEPENDENT PUBLIC CHARITY THAT STEWARDS PHILANTHROPIC RESOURCES FROM INSTITUTIONAL AND INDIVIDUAL DONORS AND DIRECTS THEIR USE FOR THE BENEFIT OF COMMUNITY-BASED CHARITIES. THE GOAL OF WACO FOUNDATION IS TO INCREASE QUALITY OF LIFE IN THE GEOGRAPHIC AREA IT SERVES, MCLENNAN COUNTY. WACO FOUNDATION DEVOTES THE RESOURCES IN ITS CARE TO EFFORTS THAT IDENTIFY AND ADDRESS THE COMMUNITY'S GREATEST NEEDS. ACTIVITIES ARE GOVERNED BY A VOLUNTARY, ROTATING BOARD OF TRUSTEES COMPRISED OF PEOPLE FROM THE COMMUNITY, WHICH USES IT VARIANCE POWER TO ENSURE THAT THE INTERESTS OF THE ENTIRE COMMUNITY ARE THE FOCUS OF THE WORK AND THAT THE WORK REMAINS RELEVANT OVER TIME. 12 12 17 34 0 0 7181731 5800400 0 0 4550480 2764373 19041 15546 11751252 8580319 4753684 4299341 0 0 1147072 1230472 0 0 52201 1621275 1670351 7522031 7200164 4229221 1380155 127546392 142304864 1155239 779920 126391153 141524944 X THE MISSION OF WACO FOUNDATION IS TO PROMOTE SOLUTIONS TO COMMUNITY CHALLENGES, STRENGTHEN LOCAL NONPROFITS, ENGAGE PHILANTHROPISTS AND MANAGE CHARITABLE ASSETS IN ORDER TO IMPROVE QUALITY OF LIFE IN MCLENNAN COUNTY. 0 0 812589 769440 15546 WACO FOUNDATION OPERATING FUND: THIS FUND IS THE ORGANIZATION'S PRIMARY COMPETITIVE GRANTMAKING FUND, PROVIDING GRANTS TO NONPROFITS THAT SERVE MCLENNAN COUNTY RESIDENTS, ALONG WITH OTHER FUNDS (DISCRETIONARY AND SELECTED FIELD OF INTEREST FUNDS) THAT SUPPORT OUR COMPETITIVE GRANT PROGRAM. THE FOUNDATION PROVIDES SUPPORT TO SEVERAL COMMUNITY-WIDE EFFORTS DESIGNED TO END SYSTEMIC POVERTY AND PROMOTE EDUCATION AND HEALTH. THE GRANTS MADE FROM OUR DISCRETIONARY PROGRAM BENEFITED OVER TWENTY-TWO INSTITUTIONS AND ORGANIZATIONS, INCLUDING SMALL NONPROFITS, WHICH ADDRESS BASIC HUMAN NEEDS, TO LARGE INSTITUTIONS WORKING TO INTERVENE WITH SYSTEMIC ISSUES THAT LEAD TO POVERTY. 304368 89774 0 DUNCAN SCHOLARS PROGRAM: THIS FUND WILL TAKE THE PLACE OF THE MAC COLLEGE MONEY PROGRAM AND SERVES AS AN ENHANCED EFFORT TO INCREASE COLLEGE COMPLETION RATES WHILE ELIMINATING STUDENT DEBT. QUALIFYING STUDENTS GRADUATING FROM WACO HIGH AND UNIVERSITY HIGH SCHOOLS ARE INVITED TO PARTICIPATE IN DUNCAN SCHOLARS. PARTICPANTS RECEIVE ONE-ON-ONE FINANCIAL AID AND COLLEGE/CAREER ADVISING, ACCESS TO EMERGENCY ASSISTANCE FUND AND FULL-TUITION SCHOLARSHIPS FOR THEIR FIRST AND SECOND YEARS AT MCLENNAN COMMUNITY COLLEGE. IN ADDITION, STUDENTS WHO CONTINUE THEIR EDUCATION THROUGH THE UNVIERSITY CENTER OR BAYLOR UNIVERSITY ARE ELIGIBLE TO RECEIVE FULL-TUITION FOR THEIR LAST TWO YEARS. DURING THE 2024 TAX YEAR, 69 STUDENTS PARTICIPATED IN DUNCAN SCHOLARS. 693046 0 0 ORGANIZATIONAL MISSION" PROGRAM: THIS FUND PROVIDES GRANTS AND SERVICES THAT PROMOTE NONPROFIT AND PUBLIC SECTOR EFFORTS TO ADDRESS COMMUNITY CHALLENGES. PROGRAM ACTIVITIES INCLUDE, BUT ARE NOT LIMITED TO: (A) THE AWARD OF SMALL ASSISTANCE GRANTS TO HELP NONPROFITS SECURE NONPROFIT MANAGEMENT GUIDANCE, SERVICE OR EXPERTISE. THIS INCLUDES HELP FROM A PROFESSIONAL NONPROFIT CONSULTANT, TOPICAL TRAININGS (E.G. FUND DEVELOPMENT, PROPOSAL WRITING) OR PROFESSIONAL DEVELOPMENT COURSES; (B) PROVIDING ACCESS TO FIELD/SECTOR SPECIFIC EDUCATIONAL RESOURCES OR THE DELIVERY OF TRAININGS INTENDED TO SUPPORT COMMUNITY ORIENTED PROBLEM SOLVING AND SYSTEMS LEVEL STRATEGIZING (E.G. MEETING FACILITATION, RACIAL EQUITY)(C) THE CREATION, IDENTIFICATION, OR SHARING (VIA WEBSITES AND NEWSLETTERS) OF RESOURCES AND INFORMATION ON A VARIETY OF TOPICS INCLUDING BUT NOT LIMITED TO FUND DEVELOPMENT, FINANCIAL MANAGEMENT AND SUSTAINABILITY, LEADERSHIP, BEST PRACTICES IN NONPROFIT MANAGEMENT, RACIAL EQUITY. (D) THE DELIVERY OF A CIVIC/COMMUNITY -ORIENTED LEADERSHIP SKILLS DEVELOPMENT PROGRAM.(E) SUPPORTING EFFORTS TO ADDRESS EARLY CHILDHOOD QUALITY OF LIFE FACTORS 4059611 3440126 0 THIS INCLUDES ALL OTHER FUNDS OWNED AND MANAGED BY WACO FOUNDATION 244 DESIGNATED, DONOR ADVISED, SCHOLARSHIP, FIELD OF INTEREST AND DISCRETIONARY FUNDS. 4059611 3440126 0 5869614 1 1 0 0 0 1 0 0 0 1 1 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 11 0 17 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X ASHLEY ALLISON 2547543404 1224 AUSTIN AVE SUITE 100 WACO TX 76701 MALCOLM DUNCAN JR TRUSTEE 2.50 0.10 X 0 0 0 SHERMAN AYRES CHAIR 2.50 0.10 X X 0 0 0 CHRIS MCSWAIN VICE CHAIR 2.50 0.10 X X 0 0 0 SOO BATTLE SECRETARY/TREASURER 2.50 0.10 X X 0 0 0 MIKE BIDWELL TRUSTEE 2.50 0.10 X 0 0 0 MONTE HULSE TRUSTEE 2.50 0.10 X 0 0 0 KRISTEN MYNAR TRUSTEE 2.50 0.10 X 0 0 0 MIKE RAYMOND TRUSTEE 2.50 0.10 X 0 0 0 MELLI WICKLIFF TRUSTEE 2.50 0.10 X 0 0 0 AARON ZIMMERMAN TRUSTEE 2.50 0.10 X 0 0 0 DILLON MEEK TRUSTEE 2.50 0.10 X 0 0 0 CHARLES WILLIAMS TRUSTEE 2.50 0.10 X 0 0 0 ASHLEY ALLISON EXECUTIVE DIRECTOR 39.90 0.10 X 213251 0 27510 VALERIE HOLLAND DIRECTOR OF FINANCE (APR-AUG) 37.25 0.25 X 56243 0 1447 ISABEL WEEDEN CFO/COO (JAN - MAR) 37.25 0.25 X 0 0 0 269494 0 28957 1 0 1 0 NEUBERGER BERMAN 1290 AVENUE OF THE AMERICAS NEW YORK NY 101040001 INVESTMENT MANAGEMENT AND ADVISORY FEES 275618 1 5800400 1821111 5800400 3569662 3569662 44335708 45140997 -805289 -805289 -805289 INCOME FROM FEES CHARGED TO FUNDS 900099 15546 15546 15546 8580319 15546 0 2764373 4123687 4123687 175654 175654 280635 107415 161285 11935 764627 390926 351001 22700 63607 32842 28495 2270 49632 18405 31227 71971 33365 36078 2528 4419 4419 59239 5339 53787 113 289666 3532 286134 542107 505484 36623 49947 2941 42539 4467 57245 20958 28099 8188 118563 45123 73440 106366 38849 67517 13548 6774 6774 61124 33768 27356 1398 1398 12402 4961 7441 WORKSHOP/FACILITATED SE 288925 288925 RECEPTIONS AND EVENTS 53426 27602 25824 DUES AND SUBSCRIPTIONS 8452 2868 5584 MISCELLANEOUS 3524 196 3328 7200164 5869614 1278349 52201 588299 388038 2155639 2066501 104389 25000 3063848 167281 165623 3056 1658 111974109 119038344 12650549 17654622 70351 66853 127546392 142304864 142680 77277 1012559 702643 1155239 779920 X 63558196 68576572 62832957 72948372 126391153 141524944 127546392 142304864 1380155 13753653 -17 0 X X 0 1 X 1 0 X 7588586 4050927 6562582 6881732 4315574 29399401 7588586 4050927 6562582 6881732 4315574 29399401 3470371 25929030 1120776 2913761 3189349 4193141 3569662 14986689 49454 2203 29501 81158 44467248 119624 0.58310 0.61190 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: SECURITIES DATE: 01/08/24 AMOUNT: 327390. DESCRIPTION: CASH DATE: 02/22/24 AMOUNT: 305843. DESCRIPTION: SECURITIES DATE: 10/31/23 AMOUNT: 200623. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 76 171 2060178 3740222 1513870 2785471 10415692 131889173 1 1 109868134 1073227 15248940 3006074 1734638 121449589 115142439 6057275 -4109464 5523180 1698936 109868134 98496049 12701487 6985260 976997 2063360 115142439 72934647 411807 27500275 1608965 741715 98496049 81901646 1798741 -7069085 2948786 747869 72934647 0.39940 0.20310 0.39750 0 0 167281 165623 1658 1658 17654622 F 17654622 X PART V, LINE 4: THE ENDOWMENTS OF WACO FOUNDATION ARE INTENDED TO PROVIDE INCOME TO VARIOUS CHARITABLE ORGANIZATIONS AND ACTIVITIES IN MCLENNAN COUNTY, TEXAS AS WELL AS MAINTAIN THEIR REAL VALUE OVER TIME. SOME ENDOWED FUNDS ARE ESTABLISHED TO PROVIDE SUPPORT FOR SPECIFIC, DESIGNATED CHARITIES. OTHER FUNDS, ESTABLISHED FOR GENERAL CHARITABLE COMMUNITY BETTERMENT OR A SPECIFIC CHARITABLE FIELD OF INTEREST, WILL PROVIDE GRANTS OF INCOME TO DIFFERENT CHARITIES EVERY YEAR ACCORDING TO COMMUNITY NEEDS AND THE FINDINGS OF THE DELIBERATIONS OF THE ORGANIZATION'S BOARD OF TRUSTEES. PART X, LINE 2: THE FOUNDATION AND ITS SUPPORTING ORGANIZATION ARE EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC"). IN ACCORDANCE WITH IRC REGULATIONS, THE FOUNDATION IS TAXED ON UNRELATED BUSINESS INCOME, WHICH CONSISTS OF EARNINGS FROM ACTIVITIES NOT RELATED TO THE EXEMPT PURPOSE OF THE FOUNDATION. THE FOUNDATION ACCOUNTS FOR TAX UNCERTAINTIES BASED ON A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, WHEREBY TAX BENEFITS ARE ONLY RECOGNIZED WHEN THE FOUNDATION BELIEVES THAT THEY HAVE A GREATER THAN 50% LIKELIHOOD OF BEING SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE FOUNDATION HAS EVALUATED ALL ITS TAX POSITIONS AND DETERMINED THAT IT HAD NO UNCERTAIN INCOME TAX POSITIONS AS OF MARCH 31, 2024 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 7130556 0 0 0 0 0 0 7130556 0 7130556 0 0 1 1 0 0 1 ACTS XXIX 38695 7 MILE ROAD SUITE 110 LIVONIA MI 48152 832022424 501(C)(3) 10000 0 UNDESIGNATED AMERICAN GATEWAYS PO BOX 2405 WACO TX 76703 742578266 501(C)(3) 42500 0 UNDESIGNATED ANIMAL BIRTH CONTROL CLINIC INC 3238 CLAY AVE WACO TX 767111210 237110730 501(C)(3) 7000 0 UNDESIGNATED BAYLOR SCOTT & WHITE CENTRAL TEXAS FOUNDATION 2401 S 31ST ST TEMPLE TX 76508 273513154 501(C)(3) 131570 0 EMERGENCY FUNDS BAYLOR UNIVERSITY ONE BEAR PLACE 97026 WACO TX 76798 741159753 501(C)(3) 10000 0 UNDESIGNATED BOSQUE MUSEUM PO BOX 345 CLIFTON TX 76634 237382016 501(C)(3) 7000 0 UNDESIGNATED BROWN UNIVERSITY SPORTS FOUNDATION GIFT CASHIER PROVIDENCE RI 02912 050258809 501(C)(3) 5500 0 UNDESIGNATED BSW CTX FOUNDATION MS-20-S103 TEMPLE TX 76508 273513154 501(C)(3) 10000 0 UNDESIGNATED CAMERON PARK ZOOLOGICAL & BOTANICAL SOCIETY 1703 NORTH 4TH STREET WACO TX 76707 741290001 501(C)(3) 152867 0 UNDESIGNATED CARITAS OF WACO 300 S 15TH ST WACO TX 76701 741711575 501(C)(3) 185476 0 UNDESIGNATED CATHOLIC DIOCESE OF AUSTIN 6225 HWY 290 E AUSTIN TX 787231025 741542827 501(C)(3) 12000 0 UNDESIGNATED CENTRAL PRESBYTERIAN CHURCH 9191 WOODWAY DR WACO TX 76712 741143049 501(C)(3) 7219 0 UNDESIGNATED CENTRAL TEXAS SENIOR MINISTRY PO BOX 85 WACO TX 76703 741776447 501(C)(3) 45056 0 UNDESIGNATED CHURCH UNDER THE BRIDGE 713 N 8TH STREET WACO TX 76707 742970795 501(C)(3) 15000 0 UNDESIGNATED CITY OF WACO - CITY MANAGER PO BOX 2570 WACO TX 767022570 746002468 501(C)(3) 11992 0 UNDESIGNATED COMMUNITIES IN SCHOOLS OF THE HEART OF TEXAS 1001 WASHINGTON AVENUE WACO TX 76701 742563411 501(C)(3) 7500 0 UNDESIGNATED COMPASSION MINISTRIES OF WACO INC 1421 AUSTIN AVE WACO TX 76701 742698244 501(C)(3) 28179 0 UNDESIGNATED CONGREGATION AGUDATH JACOB 4925 HILLCREST DR WACO TX 76710 741200140 501(C)(3) 21239 0 UNDESIGNATED COUNCIL ON FOUNDATIONS 1255 23RD STREET NW WASHINGTON DC 20037 136068327 501(C)(3) 6500 0 ANNUAL DUES CREATIVE WACO PO BOX 1104 WACO TX 76703 473755745 501(C)(3) 19000 0 UNDESIGNATED CULTURAL ARTS OF WACO 814 ELM AVE WACO TX 76704 050616886 501(C)(3) 54389 0 EXHIBITIONS DAYSPRING BAPTIST CHURCH 7900 RENEWAL WAY WOODWAY TX 76712 742688779 501(C)(3) 8884 0 UNDESIGNATED FAMILY ABUSE CENTER PO BOX 20395 WACO TX 76702 742080943 501(C)(3) 59250 0 UNDESIGNATED FELLOWSHIP OF CHRISTIAN ATHLETES 2911 HERRING WACO TX 76708 440610626 501(C)(3) 15000 0 UNDESIGNATED FIRST BAPTIST CHURCH OF GLEN ROSE 201 WEST GIBBS BLVD GLEN ROSE TX 76043 751735924 501(C)(3) 13590 0 UNDESIGNATED FIRST BAPTIST CHURCH OF WACO 500 WEBSTER AVE WACO TX 76706 742734145 501(C)(3) 8000 0 UNDESIGNATED FIRST PRESBYTERIAN CHURCH 1100 AUSTIN AVE WACO TX 76701 741207555 501(C)(3) 31894 0 UNDESIGNATED FIRST PRESBYTERIAN CHURCH 211 S AVE G CLIFTON TX 76634 741597398 501(C)(3) 8500 0 UNDESIGNATED GLACIER NATIONAL PARK CONSERVANCY PO BOX 2749 COLUMBIA FALLS MT 59912 562579734 501(C)(3) 7000 0 UNDESIGNATED GLOBAL OUTREACH DOCTORS 794 CAMINO LOS ABUELOS GALISTEO NM 87540 472010691 501(C)(3) 7000 0 UNDESIGNATED GRASSROOTS COMMUNITY DEVELOPMENT 1624 COLCORD AVENUE WACO TX 76707 742995407 501(C)(3) 21767 0 UNDESIGNATED GREATER WACO LEGAL SERVICES PO BOX 689 WACO TX 767030689 814815182 501(C)(3) 93000 0 UNDESIGNATED HEART OF TEXAS CHILDREN'S THEATRE 324 FAIRWAY RD WOODWAY TX 76712 871290757 501(C)(3) 15000 0 UNDESIGNATED HEART OF TEXAS COMMUNITY HEALTH CENTER INC DBA WACO FAMILY MEDICINE 1600 PROVIDENCE DRIVE WACO TX 76707 742446071 501(C)(3) 60774 0 UNDESIGNATED HEART OF TEXAS REGION MHMR CENTER DBA HEART OF TEXAS BEHAVIORAL HEALTH NET PO BOX 890 WACO TX 767030890 741622958 501(C)(3) 72676 0 UNDESIGNATED HISPANIC LEADERS' NETWORK 2917 SARAH ST WACO TX 76706 883189899 501(C)(3) 10410 0 UNDESIGNATED HISTORIC WACO 810 S 4TH ST WACO TX 76706 741563772 501(C)(3) 79685 0 UNDESIGNATED HOPE PREGNANCY CENTERS INC DBA HOPE WOMEN'S CENTERS ADMINISTRATIVE BUSINESS OFFICE FORT LAUDERDALE FL 33309 650213258 501(C)(3) 45000 0 UNDESIGNATED HUMANE SOCIETY CENTRAL TEXAS 2032 CIRCLE RD WACO TX 76706 742355124 501(C)(3) 23818 0 UNDESIGNATED JESUS SAID LOVE PO BOX 523 WACO TX 76703 742977422 501(C)(3) 10500 0 UNDESIGNATED JEWISH FEDERATION OF WACO PO BOX 8031 WACO TX 76714 741167963 501(C)(3) 41901 0 UNDESIGNATED KEEP WACO BEAUTIFUL INC 502-B AUSTIN AVE WACO TX 76701 742164352 501(C)(3) 48035 0 UNDESIGNATED KWBU - BRAZOS VALLEY PUBLIC BROADCASTING FOUNDATION 1 BEAR PL UNIT 97296 WACO TX 767987296 742674611 501(C)(3) 20900 0 UNDESIGNATED LAKE SHORE BAPTIST CHURCH 5801 BISHOP DR WACO TX 767102713 742769146 501(C)(3) 32805 0 UNDESIGNATED MCLENNAN COMMUNITY COLLEGE FOUNDATION 1400 COLLEGE DR WACO TX 76708 742550278 501(C)(3) 28780 0 UNDESIGNATED MCLENNAN COMMUNITY INVESTMENT FUND 605 AUSTIN AVENUE WACO TX 76701 844371176 501(C)(3) 60000 0 UNDESIGNATED MEALS ON WHEELS WACO 501 W WACO DRIVE WACO TX 76707 741776447 501(C)(3) 6100 0 UNDESIGNATED MISSION WACO MISSION WORLD INC 1315 N 15TH ST WACO TX 76707 742605621 501(C)(3) 8050 0 UNDESIGNATED MOODY COMMUNITY LIBRARY INC PO BOX 57 MOODY TX 76557 742813123 501(C)(3) 57000 0 UNDESIGNATED PARKS AND WILDLIFE FOUNDATION OF TEXAS INC 2914 SWISS AVE DALLAS TX 75204 742602504 501(C)(3) 10000 0 UNDESIGNATED PATT LAIDLER MEMORIAL FOUNDATION INC 9000 ORIOLE DR WACO TX 76712 742494420 501(C)(3) 12086 0 UNDESIGNATED PIPER CHILD DEVELOPMENT CENTER 315 WASHINGTON AVENUE WACO TX 76701 741159753 501(C)(3) 8300 0 UNDESIGNATED PLANNED PARENTHOOD OF GREATER TEXAS INC 7424 GREENVILLE AVE STE 206 DALLAS TX 75231 521243220 501(C)(3) 78987 0 UNDESIGNATED PROVIDENCE FOUNDATION INC 6901 MEDICAL PKWY WACO TX 76712 742683112 501(C)(3) 15259 0 UNDESIGNATED SAINT TIKHON'S THEOLOGICAL SEMINARY PO BOX 130 SOUTH CANAAN PA 18459 240798658 501(C)(3) 8000 0 UNDESIGNATED SEVENTH AND JAMES BAPTIST CHURCH 602 JAMES AVE WACO TX 767061476 741157369 501(C)(3) 6841 0 UNDESIGNATED ST JAMES EPISCOPAL CHURCH PO BOX 1087 BLACK MOUNTAIN NC 28711 581488844 501(C)(3) 15000 0 UNDESIGNATED ST ALBAN'S EPISCOPAL CHURCH 305 N 30TH ST WACO TX 76710 741238428 501(C)(3) 18460 0 UNDESIGNATED ST PAUL'S EPISCOPAL CHURCH 601 COLUMBUS AVE WACO TX 76701 741109762 501(C)(3) 6000 0 UNDESIGNATED ST VLADIMIR'S ORTHODOX THEOLOGICAL SEMINARY 575 SCARSDALE RD YONKERS NY 10707 131656625 501(C)(3) 10000 0 UNDESIGNATED START UP WACO 605 AUSTIN AVENUE WACO TX 76701 822094253 501(C)(3) 1110411 0 UNDESIGNATED SUN VALLEY WRITERS' CONFERENCE INC PO BOX 551 MONTEREY CA 93942 820496196 501(C)(3) 5800 0 UNDESIGNATED TALITHA KOUM INSTITUTE (CROSSTIES MINISTRIES) PO BOX 2202 WACO TX 76703 752849153 501(C)(3) 115931 0 UNDESIGNATED TEMPLE RODEF SHOLOM 1717 N NEW RD WACO TX 76707 741690262 501(C)(3) 6165 0 UNDESIGNATED TEXAS TRIBUNE INC 919 CONGRESS AVE 6TH FLOOR AUSTIN TX 78701 264527097 501(C)(3) 5250 0 UNDESIGNATED THE COVE WACO PO BOX 1956 WACO TX 76703 474864862 501(C)(3) 5500 0 UNDESIGNATED THE MENTORING ALLIANCE- WACO 2700 N 21ST STREET WACO TX 76708 752541408 501(C)(3) 40324 0 UNDESIGNATED THE SALVATION ARMY A GEORGIA CORPORATION 4721 W WACO DR WACO TX 76710 580660607 501(C)(3) 109115 0 UNDESIGNATED THE TSTC FOUNDATION 3801 CAMPUS DR WACO TX 76705 752892470 501(C)(3) 7172 0 SCHOLARSHIP FUNDS THIRSTY SOULS MINISTRIES PO BOX 96 HANOVER PA 17331 300213425 501(C)(3) 10000 0 UNDESIGNATED TRANSFORMATION WACO 3005 EDNA AVE WACO TX 767081849 830546031 501(C)(3) 163393 0 UNDESIGNATED UNBOUND NOW 4300 W WACO DR WACO TX 76710 844960264 501(C)(3) 97000 0 UNDESIGNATED VANGUARD COLLEGE PREPARATORY SCHOOL 2517 MT CARMEL DR WACO TX 76710 741815978 501(C)(3) 11500 0 UNDESIGNATED WACO FAMILY MEDICINE FOUNDATION 1600 PROVIDENCE DRIVE WACO TX 76707 742446071 501(C)(3) 131500 0 UNDESIGNATED WACO HABITAT FOR HUMANITY INC 220 N 11TH STREET WACO TX 76701 752130884 501(C)(3) 56758 0 UNDESIGNATED WACO ISD EDUCATION FOUNDATION PO BOX 2369 WACO TX 76703 742728765 501(C)(3) 20800 0 UNDESIGNATED WACO REGIONAL BAPTIST ASSOCIATION PO BOX 1848 WACO TX 76703 746011083 501(C)(3) 5128 0 UNDESIGNATED WACO ROWING CLUB INC 3701 CASTLE AVENUE WACO TX 76710 364819989 501(C)(3) 36000 0 UNDESIGNATED WACO SYMPHONY ASSOCIATION INC PO BOX 1201 WACO TX 76703 746062658 501(C)(3) 24311 0 OPERATING SUPPORT YAMPA VALLEY COMMUNITY FOUNDATION 3448 OAK STREET STEAMBOAT SPRINGS CO 80487 840794536 501(C)(3) 50000 0 UNDESIGNATED YOUNG CATHOLIC PROFESSIONALS 511 E JOHN CARPENTER FRWY 5TH FLOOR IRVING TX 75062 824680174 501(C)(3) 15000 0 UNDESIGNATED 81 0 SCHOLARSHIPS PAID TO INDIVIDUALS 74 175654 PART I, LINE 2: EACH GRANT RECIPIENT IS SENT A COPY OF THEIR AWARD LETTER AND CONTRACT OUTLINING THE TERMS OF THE GRANT AWARD AND INSTRUCTIONS ON HOW TO REQUEST DISBURSEMENTS. THE SENIOR DIRECTOR OF COMMUNITY INVESTMENT AND OPERATIONS SCHEDULES A MEETING WITH THE RECIPIENT IF FURTHER EXPLANATION IS REQUIRED. THE SIGNED CONTRACT MUST BE RETURNED TO WACO FOUNDATION BEFORE THE FIRST DRAW CAN BE MADE. TYPICALLY, TO ACCESS THE FUNDS, THE ORGANIZATION MUST SUBMIT A CHECK REQUEST AND EXPENSE DOCUMENTATION OF WHEN, WHERE AND HOW THE MONEY WAS SPENT. THE SENIOR DIRECTOR OF COMMUNITY INVESTMENT AND OPERATIONS REVIEWS AND APPROVES THE CHECK REQUESTS AND DOCUMENTATION; AND ANY DISCREPANCIES BETWEEN HOW THE MONEY WAS SPENT AND WHAT FUNDS WERE ALLOTTED FOR ARE IMMEDIATELY ADDRESSED. DUE TO COVID-19, THE FOUNDATION ADJUSTED ITS GRANTMAKING TO INCLUDE SOME ADVANCE PAYMENTS FOR SPECIFIC EXPENSES (AGREED UPON WITH THE APPLICANT AS PART OF THEIR APPLICATION OR CORRESPONDENCE WITH STAFF). EACH "ADVANCED FUNDS" GRANTEE AGREED, VIA CONTRACT TERMS, TO COMPLY WITH USING FUNDS AS DESCRIBED AND ALSO PROVIDE PROOF OF USE. THE SENIOR DIRECTOR OF COMMUNITY INVESTMENT AND OPERATIONS MAINTAINS THE GRANT FILES. DEPENDING ON THE LENGTH OF THE PROJECT, ORGANIZATIONS MAY BE REQUIRED TO COMPLETE AN INTERIM EVALUATION REPORT SIX MONTHS AFTER THE GRANT HAS BEEN AWARDED (AN INTERIM REPORT IS NOT ALWAYS REQUIRED FOR SHORTER TERM GRANTS). ALL GRANTEES MUST SUBMIT A CLOSE-OUT REPORT UPON FINAL DRAW. THE TRUSTEES RECEIVE COPIES OF INTERIM AND CLOSE OUT GRANT REPORTS, EXPLAINING HOW FUNDS WERE USED. IN ADDITION, THE BOARD REVIEWS A LIST OF GRANT CHECKS WRITTEN AND ARE APPRISED OF ANY REQUESTS FOR REALLOCATION OR RESCISSION OF FUNDS. X X X 0 0 0 0 0 0 0 0 0 ASHLEY ALLISON EXECUTIVE DIRECTOR 213251 0 0 0 0 0 21700 0 5810 0 240761 0 0 0 X 28 1794611 AVG HIGH/LOW VALUES X SKID STEER 1 26500 APPRAISAL 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE DIRECTOR OF FINANCE EMAILS TO THE BOARD OF TRUSTEES A COPY OF THE COMPLETED, UNFILED FORM 990, WITH AN EXPLANATION OF THE MOST IMPORTANT ITEMS OF INTEREST ON THE FORM. THE BOARD REVIEWS THE FORM 990 AND ASKS ANY QUESTIONS ABOUT ITS CONTENTS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST ARE DETERMINED AND REVIEWED ON THE LEVELS OF EXECUTIVE DIRECTOR, COMMITTEE MEMBERS AND BOARD MEMBERS. IF THERE IS REASON TO BELIEVE THAT A MEMBER HAS FAILED TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICT OR DUALITY OF INTEREST, THEY WILL BE GIVEN AN OPPORTUNITY TO EXPLAIN. UPON FURTHER INVESTIGATION, THE BOARD OR COMMITTEE MAY TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION, WHICH MAY RESULT IN THE REMOVAL OF THAT PERSON FROM THEIR BOARD POSITION, OR TERMINATION OF EMPLOYMENT, IF AN EMPLOYEE. IF A MEMBER DISCLOSES A CONFLICT OR DUALITY OF INTEREST, THEY ARE ALLOWED TO REMAIN IN THE BOARD MEETING DURING DISCUSSIONS, BUT ARE REQUIRED TO ABSTAIN FROM VOTING ON THE SUBJECT. FORM 990, PART VI, SECTION B, LINE 15 IN DETERMINING THE EXECUTIVE DIRECTOR SALARY, THE BOARD USES THE COUNCIL ON FOUNDATION SALARY SURVEY, WHICH HAS INFORMATION ON EXECUTIVES FROM OTHER FOUNDATIONS AND INCLUDES COMPARISON DATA RELATED TO SIMILAR ASSET SIZE AND DIFFERENCES IN WAGE RATES BASED ON GEOGRAPHY. WACO FOUNDATION CONSIDERS FOR COMPARISON COMMUNITY FOUNDATIONS IN THE 100 TO 250 MILLION ASSET RANGE AND THAT ARE LOCATED IN THE SOUTHWEST REGION OF THE UNITED STATES. A COMPENSATION PACKET, WHICH INCLUDES INFORMATION ON EXECUTIVE PERFORMANCE, IS REVIEWED BY THE EXECUTIVE COMMITTEE PRIOR TO THE BOARD VOTE ON SALARIES, AND IS MAINTAINED AS A PART OF THE ORGANIZATIONAL RECORDS. INPUT FROM THE FULL BOARD IS OBTAINED THROUGH FORMAL ONLINE SURVEYS OF OBJECTIVE CRITERIA OR THROUGH THE CHAIRMAN POLLING OF BOARD MEMBERS VIA TELEPHONE CALLS AND MEETINGS. THIS PROCESS IS PERFORMED ANNUALLY. THE PROCESS FOR SETTING ALL OTHER EMPLOYEE SALARIES IS BASED ON THE SAME SALARY SURVEY AND AN ANNUAL PERFORMANCE REVIEW. ALL SALARIES ARE APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 18 THE FOUNDATION'S FORM 1023 IS AVAILABLE UPON REQUEST. OUR MOST RECENTLY FILED FORM 990 IS AVAILABLE ON GUIDESTAR AND UPON REQUEST, AND OUR MOST RECENTLY FILED FORM 990T IS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS. 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