What the amendment changed
Compared with the return it replaced , filed 15 November 2023. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
- Total revenue
- $843,358 changed to $768,358
- Contributions and grants received
- $820,678 changed to $745,678
- Total liabilities, end of year
- $0 changed to $75,000
- Net assets or fund balances, end of year
- $1,618,872 changed to $1,543,872
Totals
- Total revenue
- $768,358
- Total expenses
- $220,286
- Contributions and grants received
- $745,678
- Grants paid
- $188,086
- Program service revenue
- $0
- Investment income
- $11,745
- Other revenue
- $10,935
- Total assets, end of year
- $1,618,872
- Total liabilities, end of year
- $75,000
- Net assets or fund balances, end of year
- $1,543,872
- Program services expenses (Part IX)
- $198,171
- Management and general expenses
- $19,018
- Fundraising expenses
- $3,097
- Program service expenses (Part III)
- $198,171
Program services were 90.0% 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.
-
1d · Related organizations
$724,844
-
1f · All other contributions, gifts and grants
$20,834
-
3 · Investment income
total $11,745 · excluded $11,745
-
11a · Other revenue: MISCELLANEOUS
total $10,935 · related or exempt $10,935
-
11e · Other revenue, total
$10,935
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $146,086 · program services $146,086
-
2 · Grants to domestic individuals
total $42,000 · program services $42,000
-
12 · Advertising and promotion
total $7,797 · program services $4,692 · management and general $3,105
-
13 · Office expenses
total $17,468 · program services $2,059 · management and general $12,312 · fundraising $3,097
-
14 · Information technology
total $1,062 · program services $120 · management and general $942
-
17 · Travel
total $123 · management and general $123
-
20 · Interest
total $859 · management and general $859
-
24a · Other expenses: VOLUNTEERISM GIVEBACK
total $3,188 · program services $3,188
-
24b · Other expenses: BUSINESS MEALS
total $1,703 · program services $26 · management and general $1,677
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $1,060,593 · end of year $474,163
-
12 · Investments: other securities
end of year $1,144,709
-
19 · Deferred revenue
end of year $75,000
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $1,060,593 · end of year $1,543,872
Mission and programs · 2022
Mission
INVEST IN OUR COMMUNITIES TO BUILD BRIGHTER FINANCIAL FUTURES. THE THREE WAYS THE FOUNDATION INVESTS IN OUR COMMUNITIES ARE: VOLUNTEERISM, SCHOLARSHIPS, AND GRANTS.
-
TEXAS TRUST GIVES HAS THREE PROGRAMS OF GIVING. $83,000 WAS AWARDED TO 9 SCHOOL DISTRICTS IN TEXAS TRUST CREDIT UNION'S FOOTPRINT TO SUPPORT K-12 STUDENTS AND THEIR EDUCATORS WITH SUPPLIES, FINANCIAL LITERACY AND OTHER RESOURCES TO BUILD BRIGHTER FINANCIAL FUTURES. $42,000 WAS AWARDED IN SCHOLARSHIPS TO STUDENTS ENROLLED IN VARIOUS HIGHER ACADEMIC INSTITUTIONS. $63,086 WAS DONATED TO NON-PROFITS LOCATED IN TEXAS TRUST CREDIT UNION'S FOOTPRINT THAT COINCIDE WITH THE VOLUNTEERISM EFFORTS OF TEXAS TRUST'S EMPLOYEES.
Expenses $198,171 · Grants $188,086
As filed on the 2022 return.
Listed in Part VII
-
Ginia ChaplineGINIA CHAPLINE
NON-VOTING DIRECTOR
- Total calculated
- $438,081
- From this org
- $0
- From related orgs
- $363,259
- Other
- $74,822
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $363,259 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $74,822 related
- Filer's total
- $0 + $438,081 related
-
Larry SkinnerLARRY SKINNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Karen SaulsKAREN SAULS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Pamela StephensPAMELA STEPHENS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Cameron NewfarmerCAMERON NEWFARMER
DIRECTOR
- Total calculated
- $90,515
- From this org
- $0
- From related orgs
- $80,386
- Other
- $10,129
- Hours/week
- 1 + 40 related
-
Peggy EsparzaPEGGY ESPARZA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Patti MoralesPATTI MORALES
EX-OFFICIO
- Total calculated
- $63,735
- From this org
- $0
- From related orgs
- $56,603
- Other
- $7,132
- Hours/week
- 1 + 40 related
-
Washima HuqWASHIMA HUQ
EXECUTIVE DIRECTOR
- Total calculated
- $81,312
- From this org
- $0
- From related orgs
- $72,213
- Other
- $9,099
- Hours/week
- 40
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$25,000
MONETARY FOOD BANK DONATION
-
GRAND PRAIRIE SCHOOL DISTRICT
$15,000
TO SUPPORT THE GRAND PRAIRIE SCHOOL DISTRICT
-
MANSFIELD SCHOOL DISTRICT
$10,000
TO SUPPORT THE MANSFIELD SCHOOL DISTRICT
-
$10,000
TO SUPPORT THE ARLINGTON SCHOOL DISTRICT
-
DESOTO SCHOOL DISTRICT
$10,000
TO SUPPORT THE DESOTO SCHOOL DISTRICT
-
CHARITABLE CONTRIBUTION
-
LEWISVILLE SCHOOL DISTRICT
$7,500
TO SUPPORT THE LEWISVILLE SCHOOL DISTRICT
-
$7,050
CHARITABLE DONATION
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)(14) · CREDIT UNION · TX
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 November 2024
- IRS schema version
- 2022v5.0
- Source object
- 202403209349306615
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