2026-01-21T08:45:56-06:00 2025-03-31 742533381 JRBT PC 5400 BOSQUE BLVD STE 600 WACO TX 767104459 990 2024-04-01 741272389 COOPER FOUNDATION COOP 2547540315 ATTN FELICIA GOODMAN WACO TX 76701 FELICIA GOODMAN EXECUTIVE DIRECTOR 2547540315 2025-11-21 1 1 NANCY A LIVINGSTON P00044678 2547764190 2025-11-21 2024 2025-03-06 01:10:19Z FELICIA GOODMAN ATTN FELICIA GOODMAN WACO TX 76701 26830106 0 X WWW.COOPERFDN.ORG X 1943 TX GRANT MAKING TO NON PROFIT ORGANIZATIONS 8 8 4 0 0 0 6600 69407 0 0 9259684 12908917 15037 14020 9281321 12992344 2009286 2106251 0 0 267609 319489 0 0 0 473549 538536 2750444 2964276 6530877 10028068 99474302 102640611 706185 171198 98768117 102469413 X TO MAKE WACO, TX A BETTER OR MORE DESIRABLE CITY IN WHICH TO LIVE, WHICH IS ACCOMPLISHED BY GIVING GRANTS TO LOCAL NONPROFIT ORGANIZATIONS. 0 0 1546011 1325990 ONE OF THE FOUR FOCUS AREAS OF THE MADISON ALEXANDER COOPER AND MARTHA ROANE COOPERFOUNDATION IS COMMUNITY BUILDING AND SOCIAL SERVICES IN THE WACO AREA. DURING THE FISCALYEAR, GRANTS WERE MADE FOR THE FOLLOWING PURPOSES: PROVIDE IMMIGRATION LEGAL SERVICES, FIRE PREVENTION EDUCATION & FINANCIAL ASSISTANCE TO FAMILIES WITH HOME FIRES, REPLACE FIREFIGHTING PERSONAL PROTECTIVE EQUIPMENT, YARD SIGNS TO PROMOTE SAFE, HEALTHY COMMUNITIES, NEW FLOORING AT COMPASSION WACO, EXPAND GIRL SCOUT PROGRAMMING, SUPPORT COMMUNITY DEVELOPMENT WORK, EXPAND REINTEGRATION PROGRAM, SUPPORT ABSORPTION OF THE FAMILY & FOSTER CARE COALITION INTO HOT GOODWILL, SUPPORT NEW NONPROFIT NEWSROOM, SUPPORT CAPITAL CAMPAIGN AT NEW CENTER OF HOPE, SUPPORT THE SALARY FOR A NEW DEVELOPMENT DIRECTOR AT UNITED WAY, PROVIDE RACE EQUITY EDUCATION AND PROVIDE FUNDING TO BUILD A HABITAT HOME. 221526 190000 ANOTHER FOCUS AREA FOR THE FOUNDATION IS ARTS, CULTURE, AND RECREATION. DURING THE FISCAL YEAR,THE FOUNDATION MADE GRANTS FOR THE FOLLOWING PURPOSES: SUPPORT THE REINTERPRETATION OF THE DR PEPPER MUSEUM'S WILTON'S LANDING EXHIBITION, PURCHASE A NEW SOUND SYSTEM, STAGE, PIPE AND DRAPE,CHAIR AND INSTALL A NEW ROOF AND SUPPORT THEATRE STAGE REDESIGN. 688203 590261 THREE MORE FOCUS AREAS FOR THE FOUNDATION ARE EDUCATION, HEALTH, AND SENIOR CITIZENS. DURINGTHE FISCAL YEAR, THE FOUNDATION MADE GRANTS FOR THE FOLLOWING PURPOSES: MEMBERSHIP RENEWAL TO PHILANTHROPY ADVOCATES, SUPPORT INFRASTRUCTURE COSTS, PROVIDE NEW BANK UNIFORMS, HIRE A NONPROFIT CONSULTANT, SUPPORT CASE MANAGEMENT SERVICES, PROVIDE PATIENTS WITH NO- OR LOW-COST REPRODUCTIVE HEALTHCARE, REPAIR WALK-IN REFRIGERATOR AND RENOVATE THE KITCHEN FACILITY. 2455740 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 1 8 0 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 2547540315 ATTN FELICIA GOODMAN WACO TX 76701 DR ROLAND GOERTZ TRUSTEE 1.50 X 0 0 0 DAVID LACY CHAIRMAN 2.00 X X 0 0 0 SHARON SHIELDS SECRETARY-TREASURER 2.00 X X 0 0 0 DALE FISSELER TRUSTEE 1.50 X 0 0 0 MICHAEL MORRISON TRUSTEE 1.50 X 0 0 0 VIRGINIA DUPUY TRUSTEE EMERITUS 1.50 X 0 0 0 WILLIAM NESBITT TRUSTEE EMERITUS 1.50 X 0 0 0 REVEREND LESLIE KING TRUSTEE 1.50 X 0 0 0 JOSEPH W NESBITT TRUSTEE 1.50 X 0 0 0 FELICIA CHASE GOODMAN EXECUTIVE DIRECTOR 40.00 X 155609 0 0 155609 0 0 1 0 1 0 0 69407 69407 1878393 1878393 2319 2319 14192 2491 11701 11701 11701 24865795 13835271 11030524 11030524 11030524 12992344 0 0 12922937 2106251 2106251 295272 221454 73818 24217 18163 6054 41256 41256 260385 260385 952 952 32727 24545 8182 18827 18827 23662 23662 67462 67462 OTHER COMMUNITY SUPPORT 40237 40237 REAL ESTATE TAX ON MINE 26165 26165 UTILITIES 12555 9416 3139 ADMINISTRATIVE EXPENSES 9184 6888 2296 5124 5124 2964276 2455740 508536 0 7516082 7192691 1084754 758440 280579 326314 91449717 94788023 227924 333583 99474302 102640611 6155 1378 700030 169820 706185 171198 X 98768117 102469413 98768117 102469413 99474302 102640611 10028068 -6326772 0 X X 0 1 X 1 0 X X 1 SEE SCHEDULE O 741646989 10 1 2106251 0 1 2106251 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 PART IV, SECTION A, LINE 1 SEE SCHEDULE O FOR DETAILED EXPLANATION PART IV, SECTION B, LINE 2 SEE SCHEDULE O FOR DETAILED EXPLANATION 0 98768117 4798542 1097246 102469413 86215226 6600 15065835 2021592 497952 98768117 95005548 100 -6234929 2152847 402646 86215226 91555930 857 6521583 2727221 345601 95005548 65147611 2036 28099493 1378031 315179 91555930 0 0 57848 57848 1026906 758440 268466 326314 X 6407678 -6326772 2491 -6324281 12731959 260385 260385 12992344 2706382 2491 2491 2703891 260385 260385 2964276 PART X, LINE 2: INCOME TAXES THE FOUNDATION IS 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 RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED. CHANGES IN RECOGNITION OR MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGMENT OCCURS. THE FOUNDATION RECORDS INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN MANAGEMENT AND GENERAL EXPENSES. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECLASSIFICATION OF RENTAL EXPENSES 2,491. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASSIFICATION OF RENTAL EXPENSES 2,491. FORM 990, SCH D, PART V, LINE 4, INTENDED USE OF ENDOWMENT FUNDS: THE PERMANENTLY RESTRICTED FUND IS TO BE INVESTED IN PERPETUITY. THE INCOME FROM THE MADISON ALEXANDER AND MARTHA ROANE COOPER FUND IS EXPENDABLE FOR ANY CHARITABLE, EDUCATIONAL OR BENEVOLENT PURPOSE IN WACO, TX OR THE SURROUNDING CENTRAL TEXAS AREA. THE INCOME FROM THE JANE BEVILLE FUND IS TRANSFERRED TO THE TEMPORARILY RESTRICTED FUND AND IS AVAILABLE FOR GRANTS TO CENTRAL TEXAS SENIOR MINISTRY OR OTHER NONPROFIT ORGANIZATIONS ENGAGED IN MINISTERING TO THE SPECIAL NEEDS OF THE ELDERLY IN WACO, TX AND THE SURROUNDING AREA. GRANTS ARE MADE FOR PROJECTS THAT IMPACT ALL ASPECTS OF LIFE IN WACO-EDUCATION, HEALTH, ARTS AND CULTURE, COMMUNITY BUILDING AND SOCIAL SERVICES, AND SENIOR CITIZENS. 1 MEALS ON WHEELS (CENTRAL TEXAS SENIOR MINISTRY) 501 W WACO DRIVE WACO TX 76707 741776447 501(C)(3) 25001 0 REPAIR THE MAIN DOOR AND CONDENSERS ON THE WALK-IN REFRIGERATOR. GRASSROOTS COMMUNITY DEVELOPMENT 1624 COLCORD AVENUE WACO TX 76707 742995407 501(C)(3) 170000 0 SUPPORT COMMUNITY DEVELOPMENT WORK AND SCHOOL-BASED ORGANIZING TO STRENGTHEN NEIGHBORHOODS. WACO FOUNDATION 1227 N VALLEY MILLS DRIVE SUITE 235 WACO TX 76710 746054628 501(C)(3) 36430 0 PROVIDE RACE EQUITY EDUCATION AND PROGRAMMING TO THE WACO COMMUNITY DURING FYE 2026. AMERICAN RED CROSS-HEART OF TEXAS CHAPTER 6801 SANGER AVENUE SUITE 228A WACO TX 76710 530196605 501(C)(3) 35000 0 PROVIDE FREE HOME FIRE PREVENTION EDUCATION AND SMOKE DETECTORS,IMMEDIATE RELIEF, CASE WORK AND FINANCIAL ASSISTANCE TO FAMILIES DEVASTED BY HOME FIRES AND STORMS. WACO HABITAT FOR HUMANITY PO BOX 2124 WACO TX 76703 752130884 501(C)(3) 70000 0 A CHALLENGE GRANT TO LEVERAGE FUNDING TO BUILD A HABITAT HOME IN 2025. HEART OF TEXAS GOODWILL INDUSTRIES 1700 S NEW ROAD WACO TX 76711 741238443 501(C)(3) 25874 0 SUPPORT THE ABSORPTION OF THE FAMLLY & FOSTER CARE COALITION INTO THE HEART OF TEXAS GOODWILL. WACO INDEPENDENT SCHOOL DISTRICT-UHS PO BOX 27 WACO TX 76703 746002532 501(C)(3) 43260 0 PROVIDE NEW UNIFORMS FOR THE UNIVERSITY HIGH SCHOOL MARIACHI BAND. PLANNED PARENTHOOD OF GREATER TEXAS 700 W HWY 6 WACO TX 76712 521243220 501(C)(3) 200000 0 PROVIDE PATIENTS WITH NO- OR LOW-COST REPRODUCTIVE HEALTHCARE AND TO REDUCE UNINTENDED PREGNACIES AND STIS IN WACO. SALVATION ARMY WACO 4721 W WACO DRIVE WACO TX 76710 580660607 501(C)(3) 316978 0 SUPPORT THE CAPITAL CAMPAIGN FOR THE WELCOME CENTER AT THE NEW CENTER OF HOPE. COMPASSION MINISTRIES 1421 AUSTIN AVE WACO TX 76701 742698244 501(C)(3) 39000 0 PROVIDE NEW FLOORING TO 6 APARTMENTS AT COMPASSION WACO. TEXAS TRIBUNE 919 CONGRESS AVE WACO TX 78701 264527097 501(C)(3) 250000 0 SUPPORT A NEW NONPROFIT NEWSROOM IN WACO. UNITED WAY OF WACO-MCLENNAN COUNTY 1227 N VALLEY MILLS DRIVE WACO TX 76710 741189027 501(C)(3) 90000 0 SUPPORT THE SALARY FOR A NEW DEVELOPMENT DIRECTOR. WACO FOUNDATION 1227 N VALLEY MILLS DRIVE WACO TX 76710 746054628 501(C)(3) 37350 0 PROVIDE RACE EQUITY EDUCATION AND PROGRAMMING TO THE WACO COMMUNITY DURING FYE 2025. WACO CIVIC THEATRE 1517 LAKE AIR DR WACO TX 76710 741467606 501(C)(3) 150000 0 INSTALLATION OF A NEW ROOF AND TO SUPPORT STAGE REDESIGN. AMERICAN GATEWAYS 314 E HIGHLAND MALL BLVD AUSTIN TX 78752 742578266 501(C)(3) 150000 0 PROVIDE HIGH QUALITY IMMIGRATION LEGAL EDUCATION AND SERVICES TO THE WACO IMMIGRANT COMMUNITY. COMMUNITY DOULAS OF WACO 4300 W WACO DR WACO TX 76710 833463594 501(C)(3) 47000 0 HIRE A NONPROFIT CONSULTANT TO HELP THE ORGANIZATION CREATE A VIABLE BUSINESS MODEL AND A 1-3 YEAR STRATEGIC PLAN. DR PEPPER MUSEUM 300 S 5TH STREET WACO TX 76701 742497117 501(C)(3) 25000 0 SUPPORT THE REINTERPRETATION OF WILTON'S LANDING EXHIBITION TO CREATE A MORE ENGAGING AND INCLUSIVE ENVIRONMENT MUSEUM FOR GUESTS. GIRL SCOUTS OF CENTRAL TEXAS 12012 PARK THIRTY-FIVE CIRCLE AUSTIN TX 78753 741109644 501(C)(3) 30000 0 EXPAND PROGRAMMING TO UNDERSERVED GIRLS IN THE WACO AREA. COOK CHILDREN'S HEALTH FOUNDATION 801 7TH AVE FORT WORTH TX 76104 752051649 501(C)(3) 10000 0 SUPPORT CASE MANAGEMENT SERVICES AT THE WACO CLINIC. STILWELL RETIREMENT RESIDENCE 5400 LAUREL LAKE DR WACO TX 76710 741492082 501(C)(3) 60000 0 RENOVATE THE KITCHEN FACILITY. TEXAS SPORTS HALL OF FAME 1108 S UNIVERSITY PARKS DR WACO TX 76706 742603242 501(C)(3) 15000 0 PURCHASE A NEW SOUND SYSTEM, STAGE, PIPE AND DRAPE, AND CHAIRS. CITY OF BEVERLY HILLS 3418 MEMORIAL DR BEVERLY HILLS TX 76711 741401306 501(C)(3) 24058 0 REPLACE PERSONAL PROTECTIVE EQUIPMENT FOR STRUCTURAL FIREFIGHTING, FOR EXISTING MEMBERS AND NEW HIRES. TRANSFORMATION WACO 3005 EDNA WACO TX 76708 830546031 501(C)(3) 200000 0 SUPPORT INFRASTRUCTIVE COSTS DURING TRANSITION TO INDEPENDENT NONPROFIT. HEART OF TEXAS BEHAVIORAL HEALTH NETWORK P O BOX 890 WACO TX 76712 741622958 501(C)(3) 46300 0 EXPANSION OF THE REINTEGRATION PROGRAM. PART I, LINE 2: ALL GRANT REQUESTS ARE INVESTIGATED BEFORE BEING AWARDED. FOR MOST GRANTS, THE COOPER FOUNDATION DISBURSES CHECKS WHEN GRANTS ARE APPROVED. FOR MULTI-YEAR GRANTS, THE FOUNDATION WILL GENERALLY DISBURSE CHECKS AT THE BEGINNING OF EACH YEAR OF THE GRANT. THE FOUNDATION REQUIRES AT LEAST ONE FINANCIAL REPORT DETAILING THE EXPENDITURES MADE. GRANTEES ARE ALSO REQUIRED TO SUBMIT BRIEF NARRATIVE REPORTS. BECAUSE ALL GRANTS ARE LOCAL, FREQUENTLY FOUNDATION STAFF OR TRUSTEES VISIT NONPROFITS AND SEE THE FRUITS OF COOPER'S AWARDS. 0 0 0 0 0 0 0 0 0 FELICIA CHASE GOODMAN EXECUTIVE DIRECTOR 155609 0 0 0 0 0 0 0 0 0 155609 0 0 0 DAVID LACY DAVID LACY IS A MEMBER OF THE BOARD OF DIRECTORS OF THE FOUNDATION. MR. LACY IS PRESIDENT OF COMMUNITY BANK, WHICH HOLDS THE FOUNDATION'S CHECKING ACCOUNT. THE BANK DOES NOT CHARGE A SERVICE FEE FOR THE MAINTENANCE OF THE FOUNDATION'S CHECKING ACCOUNT. THE FEES PAID TO COMMUNITY BANK WERE WELL BELOW THE THRESHOLD FOR REPORTING ON SCHEDULE L. 0 FELICIA GOODMAN FELICIA GOODMAN IS THE EXECUTIVE DIRECTOR OF THE FOUNDATION. FELICIA GOODMAN IS RELATED TO ONE OF OWNERS OF AND IS A MINOR SHAREHOLDER OF INSURORS OF TEXAS, FROM WHICH THE ORGANIZATION PURCHASED INSURANCE. THE CHARGE FOR INSURANCE IS WELL BELOW THE THRESHOLD FOR REPORTING. 0 JOE NESBITT JOE NESBITT IS A MEMBER OF THE BOARD OF DIRECTORS OF THE FOUNDATION. JOE NESBITT IS THE CHAIRMAN OF THE BOARD AND CEO OF CENTRAL NATIONAL BANK. 0 FORM 990, PART VI, SECTION A, LINE 2 TRUSTEES OF THE COOPER FOUNDATION ARE COMMUNITY LEADERS, MANY OF WHOM ARE ACTIVE IN CIVIC AFFAIRS AND SERVE ON A VARIETY OF NONPROFIT AND BUSINESS BOARDS. --MIKE MORRISON IS A BOARD MEMBER OF COMMUNITY BANK AND TRUST. DAVID LACY IS THE CEO. JOE NESBITT IS A SHAREHOLDER OF CNB. FORM 990, PART VI, SECTION B, LINE 11B BOARD MEMBERS ARE GIVEN A COPY OF THE RETURN FOR REVIEW BEFORE FILING, IF THERE IS TIME BEFORE THE FILING DEADLINE; OTHERWISE, THE RETURN IS PROVIDED IMMEDIATELY AFTER FILING. ANY TRUSTEE COMMENTS ARE CONSIDERED IN DECIDING WHETHER CHANGES SHOULD BE MADE TO THE 990. EACH MEMBER IS GIVEN A FINAL VERSION OF THE DOCUMENT. FORM 990, PART VI, SECTION B, LINE 12C IN ADDITION TO REGULARLY MAKING CLEAR ANY RELATIONSHIPS THAT MIGHT POSE A CONFLICT, AT EVERY MEETING WHERE A CONFLICT MIGHT ARISE, THE RELEVANT TRUSTEE DECLARES THE CONFLICT AND REFRAINS FROM VOTING ON THE MATTER. THE MINUTES DOCUMENT THE CONFLICT AND THE VOTE. WHILE THE STAFF DOES NOT VOTE, POTENTIAL CONFLICTS ARE DECLARED. ALSO, ON AN ANNUAL BASIS, EACH TRUSTEE COMPLETES A FORM THAT DOCUMENTS RELATIONSHIPS BETWEEN BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 A PERFORMANCE REVIEW COMMITTEE COMPOSED OF TRUSTEES OF THE FOUNDATION EVALUATES THE EXECUTIVE DIRECTOR, ALONG WITH INPUT FROM THE ENTIRE BOARD. IN ADDITION, THE COMMITTEE STUDIES COMPARABILITY INFORMATION SUCH AS THE COUNCIL ON FOUNDATIONS' ANNUAL GRANTMAKERS' SALARY AND BENEFITS REPORT PRIOR TO SUBMITTING A RECOMMENDATION FOR COMPENSATION TO THE FULL BOARD. THE TRUSTEES DECIDE THE COMPENSATION DURING AN EXECUTIVE SESSION OF THE BOARD AND THE DECISION IS RECORDED IN THE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. PART XI, QUESTION 2C-AUDIT COMMITTEE RESPONSIBILITY THE AUDIT COMMITTEE RECOMMENDS THE ENGAGEMENT OF THE AUDITORS TO THE ENTIRE BOARD. THE ENGAGEMENT IS AN AGENDA ITEM FOR A REGULAR MEETING OF THE TRUSTEES, WHO VOTE ON THE RECOMMENDATION. THE AUDIT COMMITTEE IS AVAILABLE THROUGHOUT THE FIELD AND OFFICE WORK AND MEETS WITH THE AUDITOR AT THE CONCLUSION OF THE AUDIT. EACH MEMBER OF THE BOARD RECEIVES A COPY OF THE AUDIT PRIOR TO THE BOARD MEETIING IN WHICH THE AUDIT COMMITTEE PROVIDES ITS REPORT AND THE TRUSTEES FORMALLY VOTE TO ACCEPT OR REJECT THE AUDIT REPORT. SCH. A, PART I, LINE 12(A), PART IV, SEC A, LINE 1 & SEC B, LINE 2 THE SUPPORTED ORGANIZATIONS CONSIST OF 5 CLASSES OF BENEFICIARY ORGANIZATIONS, WHICH ARE LISTED IN THE FOUNDATION'S ORGANIZING DOCUMENTS. EACH NAMED ORGANIZATION HAS BEEN NOTIFIED OF THE FOUNDATION'S SUPPORT AND THESE ORGANIZATIONS SELECT THE MAJORITY OF THE BOARD OF DIRECTORS OF THE FOUNDATION. ALL OF THE ORGANIZATIONS SUPPORTED WERE ORGANIZED IN THE U.S. THE CLASSES ARE AS FOLLOWS: CLASS I - SCHOOLS, SCHOOL DISTRICTS, AND ORGANIZATIONS OF HIGHER EDUCATION. THE REASON FOR PUBLIC CHARITY STATUS ON PAGE ONE OF SCHEDULE A FOR THESE ORGANIZATIONS IS NUMBER 2, A SCHOOL. GRANTS, NET OF ANY RETURNED GRANTS, TOTALING $243,260 WERE GIVEN TO ORGANIZATIONS IN THIS CLASS FOR THE YEAR ENDED MARCH 31, 2025. CLASS II - CITY AND COUNTY GOVERNMENTS WITHIN MCLENNAN COUNTY, TX. THE REASON FOR PUBLIC CHARITY STATUS ON PAGE ONE OF SCHEDULE A FOR THESE ORGANIZATIONS IS NUMBER 6, A FEDERAL, STATE, OR LOCAL GOVERNMENT OR GOVERNMENTAL UNIT. GRANTS,NET OF ANY RETURNED GRANTS, TOTALING $24,057 WERE GIVEN TO ORGANIZATIONS IN THIS CLASS FOR THE YEAR ENDED MARCH 31, 2025. CLASS III - UNITED FUND OF WACO AND ITS MEMBER AGENCIES. THE REASON FOR PUBLIC CHARITY STATUS ON PAGE ONE OF SCHEDULE A FOR THIS ORGANIZATION AND ITS MEMBER AGENCIES ARE NUMBER 7, 509(A)(1) ORGANIZATIONS, OR NUMBER 9, 509(A)(2) ORGANIZATIONS. GRANTS, NET OF ANY RETURNED GRANTS, TOTALING $433,300 WERE GIVEN TO ORGANIZATIONS IN THIS CLASS FOR THE YEAR ENDED MARCH 31, 2025. CLASS IV - HOSPITALS, MEDICAL RESEARCH FACILITIES, HEALTH CARE ORGANIZATIONS & HEALTH CARE TRAINING ORGANIZATIONS. THE REASON FOR PUBLIC CHARITY STATUS ON PAGE ONE OF SCHEDULE A FOR THESE ORGANIZATIONS IS NUMBER 3, A HOSPITAL OR COOPERATIVE HOSPITAL SERVICE ORGANIZATION, OR 4, A MEDICAL RESEARCH ORGANIZATION OPERATED IN CONNECTION WITH A HOSPITAL. GRANTS, NET OF ANY RETURNED GRANTS, TOTALING $10,000 WERE GIVEN TO ORGANIZATIONS IN THIS CLASS FOR THE YEAR ENDED MARCH 31, 2025. CLASS V - OTHER 509(1)(1) AND 509(A)(2) PUBLIC CHARITIES. THE REASON FOR PUBLIC CHARITY STATUS ON PAGE ONE OF SCHEDULE A IS NUMBER 7 OR NUMBER 9 FOR THESE ORGANIZATIONS. GRANTS, NET OF ANY RETURNED GRANTS, TOTALING $1,395,633 WERE GIVEN TO ORGANIZATIONS IN THIS CLASS FOR THE YEAR ENDED MARCH 31, 2025. SCHEDULE R, PART II, RELATED TAX EXEMPT ORGANIZATIONS THE TRUST INDENTURE CREATING THE MADISON A. COOPER AND MARTHA ROANE COOPER FOUNDATION NAMES EIGHT BENEFITED ORGANIZATIONS TO WHICH ARE GIVEN THE POWER TO SELECT A MAJORITY OF THE BOARD OF THE FOUNDATION. EACH OF THE EIGHT LISTED ORGANIZATIONS IS TO CONTINUE TO BE A BENEFITED ORGANIZATION ONLY IF THE CONTROL OF THE ORGANIZATION REMAINS IN THE WACO AREA. DUE TO MERGERS WITH HOSPITALS WHICH WERE NOT LOCALLY CONTROLLED, BOTH HILLCREST HOSPITAL AND PROVIDENCE HOSPITAL ARE NO LONGER BENEFITED ORGANIZATIONS. THE HEART OF TEXAS NONPROFIT FAMILY HEALTH CENTER WAS ADDED AS A BENEFITED ORGANIZATION IN FYE 2014 AND IS LISTED ALONG WITH THE OTHER REMAINING BENEFITED ORGANIZATIONS ON SCHEDULE R, PART II-RELATED ORGANIZATIONS. THE TRUST INDENTURE FURTHER STATES THAT FIVE CLASSES OF BENEFITED ORGANIZATIONS ARE ELIGIBLE TO RECEIVE GRANTS FROM THE INCOME OF THE FOUNDATION. A DESCRIPTION OF EACH OF THE FIVE CLASSES IS INCLUDED ABOVE IN REFERENCE TO SCHEDULE A. THE SEVEN NAMED BENEFITED ORGANIZATIONS, WHICH HAVE THE RIGHT TO ELECT THE MAJORITY OF THE FOUNDATION'S BOARD, ARE MEMBERS OF ONE OR MORE OF THE CLASSES OF BENEFICIARY ORGANIZATIONS ELIGIBLE TO RECEIVE GRANTS FROM THE INCOME OF THE FOUNDATION. WACO INDEPENDENT SCHOOL DISTRICT - SEE STATEMENT PO BOX 27 WACO TX 76703 746002532 EDUCATION TX 115 0 MCLENNAN COMMUNITY COLLEGE - SEE STATEMENT 1400 COLLEGE DRIVE WACO TX 76708 741541260 EDUCATION TX 115 0 UNITED FUND OF WACO- SEE STATEMENT 1516 AUSTIN AVE SUITE 2 WACO TX 76701 741189027 CHARITABLE- GRANTS FUNDS FOR AIDING THE POOR, FOR EDUCATION, FOR HEALTH TX 501(C)(3) 7 0 HEART OF TEXAS COMMUNITY HEALTH CENTER - SEE STATEMENT 1600 PROVIDENCE DRIVE WACO TX 76707 742867580 MEDICAL FACILITY TX 501(C)(3) 7 0 TEXAS STATE TECHNICAL COLLEGE - SEE STATEMENT 3801 CAMPUS DRIVE WACO TX 76705 741646989 EDUCATION TX 115 0 CITY OF WACO TX PO BOX 2570 WACO TX 767022570 746002468 GOVERNMENT TX 115 0 BAYLOR UNIVERSITY PO BOX 97026 WACO TX 767987026 741159753 EDUCATION TX 501(C)(3) 2 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WACO INDEPENDENT SCHOOL DISTRICT B 43260 AMOUNT GRANTED UNITED FUND OF WACO B 90000 AMOUNT GRANTED