2025-07-15T09:25:47-05:00 2024-09-30 420714325 RSM US LLP 19026 RIDGEWOOD PKWY STE 400 SAN ANTONIO TX 78259 990 2023-10-01 814714749 TRELLIS FOUNDATION TREL 5122195700 PO BOX 5393 ROUND ROCK TX 786835393 KRISTIN BOYER PRESIDENT & CEO 5122195700 2025-07-14 1 0 JOSEPHINE BEHREND P00715390 2108286281 2025-07-14 2023 2025-03-06 01:10:19Z KRISTIN BOYER PO BOX 5393 ROUND ROCK TX 786835393 629419740 0 X WWW.TRELLISFOUNDATION.ORG X 2016 TX TRELLIS FOUNDATION IS A GRANT-MAKING PUBLIC CHARITABLE ORGANIZATION FOCUSED ON IMPROVING POSTSECONDARY ATTAINMENT FOR LOW-INCOME STUDENTS AND STUDENTS OF COLOR IN TEXAS. OUR APPROACH IS HIGHLY COLLABORATIVE AND PRIORITIZES CATALYTIC INVESTMENTS, FOCUSED ON CHANGING OR INFORMING CHANGE TO POLICY, PRACTICE AND SYSTEMS. 7 7 9 7 0 0 0 10000000 0 0 5617527 68347142 0 0 5617527 78347142 3528920 9052166 0 0 591371 961155 0 0 0 1274839 1172126 5395130 11185447 222397 67161695 405709664 501046144 2522511 702243 403187153 500343901 TRELLIS FOUNDATION ADVANCES EQUITABLE EDUCATIONAL OPPORTUNITIES IN TEXAS BY SUPPORTING POSTSECONDARY PROGRAMS, PRACTICES AND SYSTEMS THAT REDUCE DISPARITIES AND LEAD TO SUCCESS FOR LOW-INCOME STUDENTS AND STUDENTS OF COLOR. 0 0 9851864 9052166 TRELLIS FOUNDATION ADVANCES EQUITABLE EDUCATIONAL OPPORTUNITIES IN TEXAS BY SUPPORTING POSTSECONDARY PROGRAMS, PRACTICES AND SYSTEMS THAT REDUCE DISPARITIES AND LEAD TO SUCCESS FOR LOW-INCOME STUDENTS AND STUDENTS OF COLOR. 9851864 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 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 0 0 0 0 1 6 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X KRISTIN BOYER 5122195700 PO BOX 5393 ROUND ROCK TX 786835393 DORA ANN VERDE CHAIR 2.00 X X 0 0 0 ALMA GARCIA VICE CHAIR 2.00 X X 0 0 0 JOSH HUNT BOARD MEMBER 2.00 X 0 0 0 MARK MILLIRON PHD BOARD MEMBER 2.00 X 0 0 0 RICHARD RHODES PHD BOARD MEMBER 2.00 X 0 0 0 SUZANNE WALSH JD BOARD MEMBER 2.00 X 0 0 0 WELCOME W WILSON JR BOARD MEMBER 2.00 X 0 0 0 KRISTIN BOYER EXECUTIVE DIRECTOR 40.00 X 202801 0 53469 ERICA EKWURZEL EFF 102423 CHIEF OF STAFF, SECRETARY 40.00 X 11173 0 600 GREGORY DICKSON SECRETARY (THRU 10/2/23) 2.00 X 0 0 0 JENNY ACHILLES SR. 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THIS REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE FOUNDATION'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED WHEN CHALLENGED OR WHEN EXAMINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE LIKELY THAN NOT THRESHOLD WOULD BE RECORDED AS A TAX BENEFIT/EXPENSE AND ASSET/LIABILITY IN THE CURRENT YEAR. MANAGEMENT HAS DETERMINED THERE ARE NO MATERIAL UNCERTAIN INCOME TAX POSITIONS. 1 ALLIANCE OF COMMUNITY ASSISTANCE MINISTRIES 710 N POST OAK RD STE 210 HOUSTON TX 77024 275410988 501(C)(3) 100000 0 STRATEGIC AMARILLO COLLEGE FOUNDATION PO BOX 447 2201 SOUTH WASHINGTON AMARILLO TX 79178 756029084 501(C)(3) 6250 0 DIRECT AMERICA SUCCEEDS 1390 LAWRENCE ST STE 200 DENVER CO 80204 455334937 501(C)(3) 50000 0 CAPACITY AMERICAN ASSOCIATION OF COLLEGES & UNIVERSITIES 1818 R ST NW WASHINGTON DC 20009 521945674 501(C)(3) 187500 0 CAPACITY ASSOCIATION OF COMMUNITY COLLEGE TRUSTEES 1101 17TH STREET NW SUITE 300 WASHINGTON DC 20036 526120210 501(C)(3) 250000 0 STRATEGIC BLACK PROFESSIONALS ALLIANCE OF AUSTIN PO BOX 143404 AUSTIN TX 78714 900488947 501(C)(3) 50000 0 DIRECT BLINN COLLEGE 902 COLLEGE AVE BRENHAM TX 77833 746000400 GOVT 250000 0 STRATEGIC CAMERON COUNTY EDUCATION INITIATIVE INC 800 W JEFFERSON SUITE 140 BROWNSVILLE TX 78526 811841293 501(C)(3) 100000 0 GENERAL OPERATIONS CATALYST 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80000 0 STRATEGIC EXCELENCIA IN EDUCATION 1156 15TH ST NW WASHINGTON DC 20005 200927912 501(C)(3) 150000 0 GENERAL OPERATIONS FRANK PHILLIPS COLLEGE DEVELOPMENT CORPORATION PO BOX 5118 BORGER TX 79008 751765603 501(C)(3) 6250 0 DIRECT GRANTMAKERS FOR EDUCATION 851 SW 6TH AVE STE 350 PORTLAND OR 87204 330919329 501(C)(3) 7000 0 GENERAL OPERATIONS GRAYSON COLLEGE 6101 GRAYSON DRIVE DENISON TX 75020 751169719 GOVT 125000 0 STRATEGIC INTERCULTURAL DEVELOPMENT RESEARCH ASSOCIATION 5815 CALLAGHAN RD STE 101 SAN ANTONIO TX 78228 741804539 501(C)(3) 125000 0 STRATEGIC LEE COLLEGE FOUNDATION PO BOX 818 BAYTOWN TX 77522 746105635 501(C)(3) 84000 0 DIRECT LONE STAR JUSTICE ALLIANCE 3809 S 1ST ST AUSTIN TX 78704 822345921 501(C)(3) 100000 0 CAPACITY MEADOWS MENTAL HEALTH POLICY INSTITUTE PO BOX 140836 DALLAS TX 75214 463992618 501(C)(3) 1000000 0 STRATEGIC NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS 1110 VERMONT AVENUE NW SUITE 800 WASHINGTON DC 20005 530259954 501(C)(3) 99057 0 STRATEGIC NATIONAL COLLEGE ATTAINMENT NETWORK 800 17TH ST NW 630 WASHINGTON DC 20006 311793562 501(C)(3) 36800 0 DIRECT NEW YORK UNIVERSITY 665 BROADWAY SUITE 801 NEW YORK NY 10012 135562308 501(C)(3) 1000000 0 STRATEGIC NPOWER INC 85 NE LOOP 410 SUITE 201 SAN ANTONIO TX 78216 134145441 501(C)(3) 200000 0 GENERAL OPERATIONS OPEN CAMPUS 1 THOMAS CIRCLE NW SUITE 700 WASHINGTON DC 20005 842427054 501(C)(3) 100000 0 STRATEGIC PROJECT QUEST INC 800 QUINTANA RD BLDG 8 SAN ANTONIO TX 78211 742643545 501(C)(3) 100000 0 GENERAL OPERATIONS REGION ONE EDUCATION SERVICE CENTER 1900 W SCHUNIOR ST EDINBURG TX 78541 741588186 501(C)(3) 300000 0 STRATEGIC SAN JACINTO COMMUNITY COLLEGE FOUNDATION 4624 FAIRMONT PKWY PASADENA TX 77504 760502278 501(C)(3) 95775 0 DIRECT STATE BUSINESS EXECUTIVES 5404 BACKLICK WOODS CT SPRINGFIELD VA 22151 854035633 501(C)(4) 10000 0 GENERAL OPERATIONS TEXAS AFTER VIOLENCE PROJECT PO BOX 41476 AUSTIN TX 78704 800294810 501(C)(3) 50000 0 CAPACITY TEXAS ASSOCIATION OF COMMUNITY COLLEGES 1304 SAN ANTONIO STREET STE 201 AUSTIN TX 78701 562358912 501(C)(3) 325000 0 STRATEGIC TEXAS HIGHER EDUCATION FOUNDATION 1801 N CONGRESS AVE SUITE 12200 AUSTIN TX 78701 743017895 501(C)(3) 260000 0 STRATEGIC TEXAS TECH FOUNDATION INC PO BOX 45025 LUBBOCK TX 79409 756043842 501(C)(3) 100000 0 DIRECT TEXAS TRIBUNE INC 919 CONGRESS AVENUE SIXTH FLOOR AUSTIN TX 78701 264527097 501(C)(3) 100000 0 STRATEGIC THE ASPEN INSTITUTE 2300 N STREET NW STE 700 WASHINGTON DC 20037 840399006 501(C)(3) 300000 0 STRATEGIC THE DALLAS FOUNDATION 1122 KENILWORTH DRIVE SUITE 201 TOWSON MD 21204 276601178 501(C)(3) 500000 0 STRATEGIC THE JED FOUNDATION 745 FIFTH AVENUE SUITE 500 NEW YORK NY 10151 134131139 501(C)(3) 30000 0 GENERAL OPERATIONS UNIVERSITY OF TEXAS AT AUSTIN 110 INNER CAMPUS DRIVE MAIL STOP K5300 AUSTIN TX 78712 742000203 GOVT 257554 0 RESEARCH UNIVERSITY OF TEXAS AT EL PASO 500 W UNIVERSITY AVE EL PASO TX 79968 746000813 GOVT 195694 0 DIRECT UNIVERSITY OF TEXAS AT SAN ANTONIO ONE UTSA CIRCLE SAN ANTONIO TX 78249 741717115 GOVT 250000 0 STRATEGIC UNIVERSITY OF TEXAS SYSTEM 210 W 7TH STREET AUSTIN TX 78701 746000203 GOVT 100606 0 STRATEGIC WACO FOUNDATION 1224 AUSTIN AVENUE SUITE 100 WACO TX 76701 746054628 501(C)(3) 223500 0 GENERAL OPERATIONS WEST TEXAS A&M UNIVERSITY 2501 4TH AVE CANYON TX 79016 756031405 GOVT 6250 0 DIRECT YOUNG INVINCIBLES 1025 CONNECTICUT AVE NW 914 WASHINGTON DC 20036 462214021 501(C)(3) 84000 0 STRATEGIC 49 1 PART I, LINE 2: GRANTS ARE DOCUMENTED THROUGH SIGNED GRANT AGREEMENTS, AWARD LETTERS, OR INVOICES DEPENDING ON THE TYPE OF GRANT, SIZE OF AWARD, AND LEGAL STATUS OF THE AWARDED ENTITY. THESE DOCUMENTS DESCRIBE REQUIREMENTS OF THE GRANTEE THAT ALIGN WITH ALL STATE, FEDERAL, AND LOCAL LAWS AND REGULATIONS AND MANY INCLUDE DELIVERABLES, METRICS, AND REPORTING REQUIREMENTS (WHEN APPROPRIATE GIVEN THE TYPE OF GRANT AND THE LEGAL STATUS OF THE ORGANIZATION). WHEN REPORTING IS REQUIRED, PROGRAM STAFF REVIEW REPORTS FOR PROGRESS ON DELIVERABLES AND/OR METRICS, CHALLENGES EXPERIENCED, AND EXPENDITURE OF FUNDS. WHEN NEEDED, STAFF FOLLOW UP WITH GRANTEE VIA EMAIL, PHONE, OR IN PERSON TO CLARIFY INFORMATION IN REPORT AND/OR GRANT REQUIREMENTS. WHEN GRANTS HAVE MULTIPLE DISBURSEMENTS, SUBSEQUENT DISBURSEMENTS ARE CONTINGENT ON COMPLETE, APPROVED REPORTS. FINAL REPORTS AND THEIR REVIEW INCLUDE: A) PROJECT OBJECTIVES AND THE DEGREE TO WHICH THEY WERE ACHIEVED B) OBSERVATIONS ABOUT THE PROJECT'S SUCCESS OR LACK THEREOF C) FINANCIAL STATUS OF THE PROJECT ENSURING ALL FUNDS WERE EXPENSED FOR THE FUNDED WORK. ALL GRANTS, REGARDLESS OF INCLUSION OF REPORTING REQUIREMENTS, RECEIVE A CLOSEOUT REVIEW IN WHICH FOUNDATION STAFF ENSURE THE INTENDED PURPOSE OF THE GRANT. FOR GRANTS WITHOUT REPORTING REQUIREMENTS (SUCH AS EVENT SPONSORSHIPS) OR UNRESTRICTED GRANTS, THIS INCLUDES DOCUMENTATION SUCH AS CONFIRMATION THE EVENT OCCURRED OR ACKNOWLEDGEMENT OF UNRESTRICTED FUNDING FROM GRANTEE. X X X 0 0 0 0 0 0 0 0 0 KRISTIN BOYER EXECUTIVE DIRECTOR 189429 0 0 0 13372 0 22529 0 30940 0 256270 0 0 0 JENNY ACHILLES SR. DIRECTOR 135144 0 0 0 10757 0 31038 0 10037 0 186976 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B TRELLIS FOUNDATION WORKS WITH ITS AUDIT FIRM AND EXTERNAL ACCOUNTANTS TO PREPARE THE 990. ONCE A FINAL DRAFT IS AVAILABLE, IT IS SUBMITTED TO EXECUTIVE MANAGEMENT FOR REVIEW. ONCE ALL QUESTIONS HAVE BEEN RESOLVED, THE RETURN, IN ITS FINAL FORM, IS PROVIDED TO THE TRELLIS FOUNDATION BOARD OF DIRECTORS FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES, OFFICERS, AND DIRECTORS MUST AGREE TO THE TRELLIS FOUNDATION'S CONFLICT OF INTEREST POLICY. WITHIN THE POLICY, ALL EMPLOYEES, OFFICERS, AND DIRECTORS ARE REQUIRED TO DISCLOSE ANY BUSINESS INTERESTS OUTSIDE OF TRELLIS FOUNDATION. FOUNDATION MANAGEMENT REVIEWS AND ACTS ON POTENTIAL CONFLICTS. ACTUAL CONFLICT, SHOULD THEY OCCUR, MAY RESULT IN DISCIPLINARY ACTION, UP TO AND INCLUDING TERMINATION AND POSSIBLE CRIMINAL PROSECUTION. TRELLIS TEAM MEMBERS ARE REQUIRED TO COMPLETE PERIODIC TRAINING AS IT RELATES TO TRELLIS FOUNDATION'S POLICIES, INCLUDING THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION CONTRACTS WITH A THIRD PARTY CONSULTANT TO PROVIDE BENCHMARK DATA FOR FOUNDATION EMPLOYEES AND OFFICERS, INCLUDING PERIODIC COMPENSATION STUDIES WHICH ARE PRESENTED TO THE FOUNDATION BOARD OF DIRECTORS FOR THEIR REVIEW. THE THIRD PARTY CONSULTANTS USE COMPENSATION DATA FOR SIMILARLY QUALIFIED PERSONS IN THE COMPARABLE POSITIONS FOR BOTH OFFICERS AND KEY EMPLOYEES IN SIMILAR ORGANIZATIONS. DOCUMENTATION TO SUPPORT BENCHMARK DECISIONS REGARDING COMPENSATION ARRANGEMENTS FOR ALL EMPLOYEES IS RETAINED. THE TRELLIS FOUNDATION OFFICER AND EMPLOYEE POSITIONS FOR WHICH THE BENCHMARKING PROCESS IS USED TO ESTABLISH COMPENSATION OCCURS ANNUALLY. ANNUALLY, THE BOARD MAKES SPECIFIC DECISIONS ON THE EXECUTIVE DIRECTOR'S SALARY. DECISIONS REGARDING COMPENSATION ARE DOCUMENTED IN THE BOARD MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 TRELLIS FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. TRELLIS FOUNDATION'S 990 IS AVAILABLE ON CANDID.