Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions. Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
TYLER CATHOLIC SCHOOL FOUNDATION
Employer identification number
75-1946063
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization?
................
11g(i)
(ii)
A family member of a person described in (i) above?
......................
11g(ii)
(iii)
A 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of monetary support
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
71,943
65,353
64,702
169,509
739,123
1,110,630
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
0
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
0
4
Total. Add lines 1 through 3
71,943
65,353
64,702
169,509
739,123
1,110,630
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
0
6
Public support. Subtract line 5 from line 4.
1,110,630
Section B. Total Support
Calendar year
(or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
7
Amounts from line 4..
71,943
65,353
64,702
169,509
739,123
1,110,630
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
64,795
69,714
67,824
71,013
71,298
344,644
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
0
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
0
11
Total support (Add lines 7 through 10).
1,455,274
12
Gross receipts from related activities, etc. (see instructions)
..................
12
13
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.................................................
Section C. Computation of Public Support Percentage
14
Public support percentage for 2013 (line 6, column (f) divided by line 11, column (f))
.........
14
76.320 %
15
Public support percentage for 2012 Schedule A, Part II, line 14
...............
15
51.220 %
16a
33 1/3% support test—2013.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
.......................
b
33 1/3% support test—2012.
If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2013.
If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization
.....................................................
b
10%-facts-and-circumstances test—2012.
If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization
................................................
18
Private foundation.
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions
.....................................................
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public support (Subtract line 7c from line 6.)
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
9
Amounts from line 6...
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
..
13
Total support. (Add lines 9, 10c, 11, and 12.)..
14
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public support percentage for 2013 (line 8, column (f) divided by line 13, column (f))
.........
15
16
Public support percentage from 2012 Schedule A, Part III, line 15
...............
16
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2013 (line 10c, column (f) divided by line 13, column (f))
......
17
18
Investment income percentage from 2012 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2013.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
........
b
33 1/3% support tests—2012.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
.....
20
Private foundation.
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information.
Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2013
Additional Data
Software ID:
13000170
Software Version:
2013v3.1
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
TYLER CATHOLIC SCHOOL FOUNDATION
Employer identification number
75-1946063
Return Reference
Explanation
Client Note 1
Client Note 1 - Statement 10 Statement to Form 990 Part III, Line 4A Statement of Program Service AccomplishmentsName of Scholarships: M. John Joseph Memorial Scholarship; Sam & Eugenie Eltife Scholarship; Ernest Negem Memorial Scholarship; Ernest Joseph Negem Memorial Scholarship; Robert & Marguerite Hayden Memorial Scholarship; Monsignor Milam J. Joseph Scholarship; Ridgway-Roberts-Arnold Scholarship; Carney Family Alumni Scholarship; Cameron Family Foundation Scholarship; Monsignor Joseph E. Strickland Scholarship; Hamlin & Elizabeth Fox Scholarship; Hamlin Fox Family Scholarship; Bobby Kelsey Memorial Scholarship; Mr. & Mrs. Jimmy D. Negem Scholarship; Shirley A. Negem Scholarship; Patrick Henry O'Sullivan Memorial Scholarship; Deacon William H. O'Sullivan Scholarship; Ann Chamberlain Tibiletti Scholarship; Mrs. Royce "Petey" Wisenbaker Scholarship; Royce Wisenbaker Presidential Scholarship; Margherita DiPietro Memorial Scholarship; Bruce Brookshire Hispanic Scholarship I; Bruce Brookshire Hispanic Scholarship II; R. Edgar Luman Memorial Scholarship; Anthony George Family Memorial Scholarship; Curtis & Mary Grubbs Memorial Scholarship; Lillian Negem Scholarship; Frank & Ruby Arnson Scholarship; Westoff Family Scholarship; Paul & Velma Campbell Memorial Scholarship; Elizabeth J. Mead Memorial Scholarship; William Adamski, Jr. & Dorothy Adamski Memorial Scholarship; Knights of Columbus, Tyler Council No. 1502 Bishop Charles E. Herzig Memorial Scholarship; Gentile Family Scholarship; Robert Froeschl Family Memorial Scholarship; Michael Andrew Lanier Memorial Scholarship; Milam J. Joseph Golf Tournament Scholarship; Reverend Jerome Milton Scholarship; Lil & Mac McKenna Memorial Scholarship; Suda-Walsh Family Memorial Scholarship; The Jacob B. & Lorreta Johnson Family Scholarship; Dorothy N. Manziel Family Scholarship; Lehnertz Family Scholarship; Kelly Ann Stuth Memorial Scholarship; Richard Thomas Kennedy Scholarship; Joseph K. & Mary Korkmas Memorial Scholarship; Mabel Rest Memorial Scholarship; Bieber Family Scholarship; Catherine Haymes Zvanut Scholarship; Mr. & Mrs. Jack F. Royce Family Scholarship; Bishop Charles E. Herzig Memorial Scholarship II; Phillip Saleh Family Memorial Scholarship; Magner-Meinert Scholarship; Patricia R. Bosworth Religion Teacher Endowment Fund for St. Gregory Catholic School; Bishop T. K. Gorman Regional Catholic School PTO; St. Gregory Cathedral School PTO; Monsignor Vincent J. Wolf Memorial Scholarship; John E. Allare Scholarship; Monsignor John V. McCallum Scholarship; The Pilgrims Pride Company Scholarship; Mr & Mrs. B. J. Long Scholarship; Marguerite Korkames Scholarship & Memorial to Joseph John Korkames; Fred Bosworth Family Religion Teacher Endowment Fund for St. Gregory Catholic School; Monsignor Raphael Kamel Memorial Scholarship; Mary Jane Lewis Maddox Scholarship; Maloney-Donaldson Scholarship; Dot & Paul LeMaire Scholarship; Jesse & Kaye Fears Scholarship; Theodore & Kathleen Frossard Memorial Scholarship; Joseph & Mary Lois Gollob Scholarship; Harry & Rosemary Holcomb Scholarship; Harry & Rosemary Holcomb Hispanic Scholarship; James C. Kennedy & Family Scholarship; Martha Ann Roy Lehnertz Scholarship; Harold & Ernestine Magner Scholarship; Watson W. Wise Foundation Scholarship; Vincent J. & Carolyn A. Richbourg Scholarship; Jackman Family Academic and Fine Arts Endowment; Lee Family Endowment; Name of Fund: St. Gregory Student Aid Fund and T. K. Gorman Student Aid FundDonee's Name: Tyler Catholic School SystemRelationship: NoneClass of Activity: Scholarship TuitionProgram Service Expense: $84,967._______________________________________________________________________________Name of Fund: Teacher's Emolument Fund Donee's Name: Tyler Catholic School System Relationship: NoneClass of Activity: Continuing Professional EducationProgram Service Expense: $5,166._______________________________________________________________________________Name of Fund: St. Gregory School Facility amd Bishop T. K. Gorman Facility Improvement FundDonee's Name: Tyler Catholic School SystemRelationship: NoneClass of Activity: Equipment, Repairs and TextbooksProgram Service Expense: $8,432._______________________________________________________________________________
Form 990, Part VI, Line 11b: Form 990 Review Process
Form 990 was reviewed prior to filing by the executive committee (all officers) and the finance committee (Treasurer and 3 non-officers directors). Form 990 was presented by the Treasurer, CPA tax preparer at a regular board meeting attended by all directors, subsequent to filing.
Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
No documents available to the public.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.