DR FRANK FORMAN & CARRIE FORMAN MEMORIAL FUND

EIN: 746109773 501(c)(3) Philanthropy & Grantmaking

WACO, TX

Total Revenue
$115,775
Total Expenses
$28,333
Total Assets
$468,829
Net Assets
$468,829
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1966
Legal Domicile
TX
Principal Officer
BETHANY BADEAUX
Phone
2547531521
Tax Period
2017-05-01 to 2018-04-30

DR FRANK FORMAN & CARRIE FORMAN MEMORIAL FUND, founded in 1966, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $116K in total revenue in fiscal year 2017. The organization ran a surplus of $87K, a strong 76% operating margin.

Mission

CREATED UNDER THE WILL OF MRS. CARRIE FORMAN WHICH LEFT ALL OF HER PROCESSIONS TO THIS CHARITABLE TRUST FOR THE BENEFIT OF FIRST PRESBYTERIAN CHUCH OF WACO,TX. UPON REQUEST BY THE CHURCH OR DISCRETION OF THE TRUSTEE, ACCUMULATIONS OF INCOME ARE PAID TO THE CHURCH FROM THE CHARITABLE TRUST. DISTRIBUTIONS MUST BE MADE AT LEAST ANNUALLY TO THE CHURCH. MRS. FORMAN'S WILL APPOINTED CHURCH TRUSTEES TO RECEIVE THE DITRIBUTIONS FROM THE TRUST AND TO PAY THEM OUT FOR THE FOLLOWING CHARITABLE PURPOSES: 1)$500 ANNUALLY TO THE BENEVOLENT BUDGET OF THE CHURCH, 2)AT THE DISCRETION OF THE CHURCH TRUSTESS,THEY SHALL SELECT WORTHY RECIPIENTS OF COLLEGE SCHOLARSHIPS, 3)AT THE CHURCH TRUSTEES'DISCRETION,THEY MAY USE THE FUNDS FOR THE RELIEF OF INDIVIDUAL HARDSHIP OR CHARITY CASES REFERRED TO THE CHURCH TRUSTEES BY THE PASTOR AND BENCH OF ELDERS OF THE CHURCH,AND 4)IF FUNDS ARE AVAILABLE,THE CHURCH TRUSTEES MAY MAKE GIFTS TO AUSTIN COLLEGE FOR SCHOLARSHIPS ONLY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2017)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $115,775
Other Revenue $0
TOTAL REVENUE $115,775

Expense Breakdown

Grants Paid $24,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $24,000
Other Expenses $4,333
TOTAL EXPENSES $28,333

Year-over-Year Comparison

2017 2016 Change
Revenue $115,775 N/A N/A
Expenses $28,333 N/A N/A
Net Income $87,442 $0 N/A
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
5
Independent Members
5
Employees
N/A
Volunteers
4

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CATHERINE MCPHEE REPRESENTATIVE 1.00
Director
$0 $0 $0
PAUL HERRING REPRESENTATIVE 1.00
Director
$0 $0 $0
DAVID SMITH REPRESENTATIVE 1.00
Director
$0 $0 $0
ROBERT GRAYSON REPRESENTATIVE 1.00
Director
$0 $0 $0
N/A TRUSTEE 10.00
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2018 $115,775 $28,333 $468,829 $87,442
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