Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 864,438 | 702,408 | 452,296 | 656,237 | 1,073,122 | 3,748,501 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 864,438 | 702,408 | 452,296 | 656,237 | 1,073,122 | 3,748,501 |
| 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).. | 337,780 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 3,410,721 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 864,438 | 702,408 | 452,296 | 656,237 | 1,073,122 | 3,748,501 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 43,523 | 1,041 | 18,103 | 32,645 | 22,997 | 118,309 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 5,363 | 953 | 6,316 | |||
| 11 | Total support. Add lines 7 through 10 | 4,322,194 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (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.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (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 VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2020 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2020 |
(iii) Distributable Amount for 2020 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2020 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2020: | ||||
| a From 2015....... | ||||
| b From 2016....... | ||||
| c From 2017....... | ||||
| d From 2018....... | ||||
| e From 2019....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2020 distributable amount | ||||
|
i
Carryover from 2015 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2020 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2020 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2020, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
6
Remaining underdistributions for 2020. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
7 Excess distributions carryover to 2021. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a Excess from 2016..... | ||||
| b Excess from 2017..... | ||||
| c Excess from 2018..... | ||||
| d Excess from 2019..... | ||||
| e Excess from 2020..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART III: | HCEF ADAPTED TO THE PANDEMIC BY FOCUSING ON EMERGENCY NEEDS, BUILDING NEW PARTNERSHIPS AND BY ENHANCING OUR HUMAN CAPITAL TO ADDRESS THE SHORT AND LONG TERM NEED OF YOUTH EXPERIENCING HOMELESSNESS. SPECIFIC ACTIONS WE TOOK INCLUDE 1. DELIVERING EMERGENCY EDUCATIONAL, FOOD AND HYGIENE SUPPLIES TO FAMILIES; 2. FOSTERING NEW PARTNERSHIPS INCLUDING ADDING 3 NEW ELEMENTARY SCHOOLS AS REFERRAL SOURCES; 3. ADDED TWO NEW DIRECT SERVICE STAFF TO OUR TEAM, ONE FOCUSING ON K-8TH GRADE; AND ONE ON TEENS; 4. DELIVERED AFTERSCHOOL PROGRAMMING VIA ZOOM; 5. ENGAGED A CONSULTANT TO FOCUS ON LOGIC MODELS, DATA COLLECTION AND ANALYSIS; 6. EXPANDED OUR BOARD WITH 4 NEW MEMBERS AND 7. CONDUCTED TWO SUCCESSFUL VIRTUAL FUNDRAISING EVENTS. |
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE SHALL: 1) HAVE AND EXERCISE ALL POWER AND AUTHORITY GRANTED BY THESE BYLAWS. 2) HAVE AND EXERCISE ALL THE POWER AND AUTHORITY OF THE BOARD OF TRUSTEES TO TRANSACT THE BUSINESS OF THE ORGANIZATION, IN ACCORDANCE WITH THE BOARD'S ESTABLISHED POLICIES AND GOALS, IN THE INTERVALS BETWEEN BOARD MEETINGS; ALL ACTIONS ARE TO BE REPORTED AND RATIFIED BY THE BOARD AT THE NEXT TRUSTEE MEETING. 3) MAKE ALL DECISIONS REQUIRED BY THE IMMEDIATE NEEDS OF THE ORGANIZATION. 4) REVIEW THE REPORTS AND RECOMMENDATIONS OF THE BOARD'S COMMITTEES AND THE RESPECTIVE CHAIRS AND TAKE APPROPRIATE ACTION THEREON IN ACCORDANCE WITH THE BOARD'S ESTABLISHED POLICIES AND GOALS. 5) CONSIDER AND RECOMMEND PLANS FOR ACQUIRING CAPITAL AND OPERATING FUNDS FOR THE ORGANIZATION, INCLUDING INVESTMENTS. 6) SUPERVISE THE MANAGEMENT OF ALL ENDOWMENT AND TRUST FUNDS OF THE ORGANIZATION. 7) DETERMINE THE FINANCIAL FEASIBILITY OF ORGANIZATION PROJECTS, ACTIONS AND UNDERTAKINGS REFERRED TO IT BY THE BOARD. 8) REVIEW, ADJUST AND RECOMMEND TO THE BOARD THE ANNUAL BUDGETS OF THE ORGANIZATION AND ENSURE THAT THE SHORT-RANGE AND LONG-RANGE ESTIMATES OF CAPITAL AND OPERATING FUNDS ARE PREPARED IN ACCORDANCE WITH APPROVED ORGANIZATION POLICY. 9) REVIEW THE ORGANIZATION'S QUARTERLY FINANCIAL PERFORMANCE, APPROVE A QUARTERLY FINANCIAL REPORT FOR PRESENTATION TO THE BOARD, AND SUBMIT RECOMMENDATIONS WITH REGARD THEREOF. 10) RECOMMEND TO THE BOARD THE BORROWING OF SHORT-TERM AND LONG-TERM FUNDS, AS NECESSARY. 11) EVALUATE AND REVIEW ON A PERIODIC BASIS THE ORGANIZATION'S FINANCIAL POLICIES, AND DEVELOP AND PRESENT RECOMMENDATIONS ON THE FINANCIAL POLICIES OF THE ORGANIZATION FOR CONSIDERATION BY THE BOARD. 12) REVIEW AND MAKE RECOMMENDATIONS TO THE BOARD REGARDING THE REGULAR AUDITS, AT LEAST ANNUALLY. 13) MAKE RECOMMENDATIONS TO THE BOARD CONCERNING THE HANDLING OF THE FISCAL AFFAIRS OF THE ORGANIZATION AND PERFORM SUCH OTHER DUTIES RELATED TO FISCAL MATTERS AS MAY BE ASSIGNED TO IT BY THE BOARD OR THE CHAIR OF THE ORGANIZATION. 14) CONDUCT ANNUAL PERFORMANCE ASSESSMENT OF THE HCEF BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 4 | DURING THE YEAR ENDED DECEMBER 31, 2020, HOMELESS CHILDREN'S EDUCATION FUND AMENDED THEIR BYLAWS TO REFLECT THE FOLLOWING: - THE DESIGNATED NUMBER OF TRUSTEES SHALL BE NO LESS THAN TWELVE AND NO MORE THAN EIGHTEEN, PREVIOUSLY FIFTEEN AND TWENTY-SIX, RESPECTIVELY. - REMOVAL OF THE FOUNDER AS A VOTING BOARD MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT FORM 990 IS REVIEWED BY THE ORGANIZATION'S INTERNAL MANAGEMENT. THE 990 IS THEN PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW. A FINAL COPY OF THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | TRUSTEES COMPLETE A CONFLICT OF INTEREST FORM ON AN ANNUAL BASIS TO IDENTIFY POTENTIAL OR ACTUAL CONFLICTS. IF A CONFLICT IS IDENTIFIED THE TRUSTEE RECUSES HIMSELF/HERSELF FROM THAT ISSUE. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE DIRECTOR IS THE ONLY COMPENSATED OFFICER. THE EXECUTIVE COMMITTEE/FINANCE COMMITTEE (COMPOSED OF INDEPENDENT PERSONS), REVIEWED SURVEY REPORTS REGARDING COMPENSATION OF EXECUTIVE DIRECTORS OF OTHER SIMILAR LOCAL NOT-FOR-PROFIT ORGANIZATIONS IN CONNECTION WITH DETERMINING THE COMPENSATION FOR THE EXECUTIVE DIRECTOR. THE COMPENSATION PACKAGE WAS PRESENTED TO THE EXECUTIVE DIRECTOR AND DISCUSSED WITH THE BOARD CHAIR. AFTER DISCUSSION, COMPENSATION WAS SUBMITTED TO THE EXECUTIVE COMMITTEE FOLLOWED BY THE FULL BOARD FOR APPROVAL. THE REVIEW WAS RECORDED IN HR DOCUMENTATION AND BOARD ACTION WAS RECORDED IN MEETING MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | HOMELESS CHILDREN'S EDUCATION FUND MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, QUESTION 2C: | THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT ACCOUNTING FIRM. THE ORGANIZATION HAS AN AUDIT AND FINANCE COMMITTEE THAT IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND ITS SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. IN ADDITION, THE COMMITTEE WORKS WITH THE EXECUTIVE DIRECTOR TO REVIEW AND APPROVE THE DRAFT AUDIT REPORT PREPARED BY THE INDEPENDENT ACCOUNTANT. |
| FORM 990, PART VII: | THE FOLLOWING INDIVIDUALS SERVE AS EMERITUS TRUSTEES OF HOMELESS CHILDREN'S EDUCATION FUND WITH NO VOTING RIGHTS: ANTHONY ACCAMANDO JR., LINDA DICKERSON, VERONICA EDWARDS, BECKY RODGERS, AND JERALD WOZNIAK. |
| Software ID: | |
| Software Version: |