Totals
- Total revenue
- $594,362
- Total expenses
- $10,809,265
- Contributions and grants received
- $0
- Grants paid
- $10,700,000
- Program service revenue
- $0
- Investment income
- $594,362
- Other revenue
- $0
- Total assets, end of year
- $20,796,418
- Total liabilities, end of year
- $10,045,051
- Net assets or fund balances, end of year
- $10,751,367
- Program services expenses (Part IX)
- $10,700,000
- Management and general expenses
- $109,265
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $10,700,000
Program services were 99.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
3 · Investment income
total $524,254 · excluded $524,254
-
7a · Gross sales of assets other than inventory
securities $5,272,635
-
7b · Less cost or other basis and sales expenses
securities $5,202,527
-
7c · Gain or loss
securities $70,108
-
7d · Net gain or loss
total $70,108 · excluded $70,108
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $10,700,000 · program services $10,700,000
-
11b · Fees: legal
total $132 · management and general $132
-
11c · Fees: accounting
total $10,188 · management and general $10,188
-
11f · Fees: investment management
total $95,253 · management and general $95,253
-
13 · Office expenses
total $1,072 · management and general $1,072
-
23 · Insurance
total $2,620 · management and general $2,620
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $17,813,060 · end of year $16,926,680
-
12 · Investments: other securities
beginning of year $4,417,259 · end of year $3,869,738
-
18 · Grants payable
end of year $9,100,000
-
25 · Other liabilities
beginning of year $937,356 · end of year $945,051
-
27 · Net assets without donor restrictions
beginning of year $21,292,964 · end of year $10,751,367
Mission and programs · 2022
Mission
Blue Bird Foundation holds endowment assets and provides financial support for the programs of The Blue Bird Circle.
Activities or mission (Part I)
To hold endowment assets for and provide financial support for the programs of The Blue Bird Circle.
-
The Blue Bird Foundation's purpose is to hold board-designated endowment funds to provide long-term financial support for the programs of the Blue Bird Circle. The Foundation's Board of Directors approves distributions to the Circle based on the funding needs of the Circle.
Expenses $10,700,000 · Grants $10,700,000
As filed on the 2022 return.
Listed in Part VII
-
Gayle Runshang
President
- Total calculated
- $0
- Hours/week
- 5
-
Robert Vestewig
Vice President
- Total calculated
- $0
- Hours/week
- 1
-
Amy Nelson
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Karen Gibbons
Treasurer
- Total calculated
- $0
- Hours/week
- 3
-
J Christian Baker
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Marie Bell
Board Member
- Total calculated
- $0
- Hours/week
- 1 + 21 related
-
Gail Branca
Board Member
- Total calculated
- $0
- Hours/week
- 1 + 12 related
-
Trish Greaser
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Craig Klassmeyer
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Pat Mione
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Abigail Tonry
Board Member
- Total calculated
- $0
- Hours/week
- 1 + 21 related
-
Jane Watson
Board Member
- Total calculated
- $0
- Hours/week
- 1 + 12 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
$10,700,000
Operations
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(c)(3) · Charitable · TX
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 April 2024
- IRS schema version
- 2022v5.0
- Source object
- 202401069349301850
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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