NOTICE GuideStar has been informed of an IRS processing error on electronically filed Forms 990 between January 1, 2009 and December 3, 2010 for filing year 2008. These processing errors have resulted in inaccurate data appearing on the scanned images of these tax returns and do not reflect the information filed with the IRS. These errors include: 1. Organization's mission description (Part Il line 1) and the description of program achievements (Part Il, ine 4a) may not reflect what was originally submitted by the nonprofit organization 2. Gross income for Special Events value transposed © Part Vill- The value in Line 8a may not be accurate 3. Other Salaries and Wages, Management and General Expenses is not reported ‘© Part IX- Line 7c might show a blank where a value was originally reported 4. Endowments Funds, Possession by Related Organizations checkbox transposed ‘© Schedule D, Part V - Line 3a (ii) checkbox values may be transposed GuideStar is working with the IRS and reaching out directly to this organization to obtain a true and accurate copy of the 2008 Form 990.GuideStar will replace this Form 990 when the accurate return is made available, Please direct any questions to nposervices@guidestar.org,[efile GRAPHIC print DO NOT PROCESS [As Filed Data [ DLN. 9493105001050] 990 Return of Organization Exempt From Income Tax Jousno 1545-0047 Form @ onder section 31) 57 8410) of the tera Revere coe oxen vacrtna | 2008 oe benefit trust or private foundation) Cs ral Reverie Seco pe ial I> The organization may have to use a copy of this return to satisfy state reporting requirements 1H For the 2008 calendar year, or tax year beginning 09-01-2008 and ending 06-31-2008 . eave fame of owgancaton 'D Employer Identification number Check # appicable allege For al Texans Foundation PF aacvess change Closing the Gage 74-3017805 Dong Business A E Telephone numba F tame change Fina return (512) 427-6165 Teer ad We or FO Wax Tad w nO TENET To HEE ATE ROMA] Gear veccons y SUVOTGD Fteminaton F amen return CRY OFT, SARE OF COUT, BT AP FH osm, 1. 78711 F popieaton pending F Name and address of Principal Officer Hla) Is this @ group return for NINA WRIGHT afiiates? Fives Fo PO Box 12788 AUSTIN TX 78721 1 Taxexemptstaus 7 s0u(e) (3) @(msert no) F#947(@)(1) or F527 H(b) Areal! afliates included? Yes 7 Wo (IFNo," attach a list See instructions ) 2 Web sit Me) Group Exemption Number ‘ww collegeforalitexansfoundation org WC Type of erganzaton FF Corporation [~ trust assocaton other [Lear of Formation 2001 [M State of legal dommie Tx EEEEEE summary 1 Briefly describe the organization's mission or most significant activities . OFFICIALLY DESIGNATED AS A SUPPORT ORGANIZATION FOR THE TEXAS HIGHER EDUCATION COORDINATING 8 BOARD, THE FOUNDATION OPERATES TO GENERATE THE RESOURCES NEEDED TO ENSURE THE SUCCESS OF THE 3 STATE'S HIGHER EDUCATION PLAN 2 Z | 2. check this box [~ ifthe organization discontinued its operations or disposed of more than 25% of ts assets ¢ 4 Number of independent voting members of the governing body (Part VI,line1b) . . . « 4 & | 5 Tota numberotemployees (Part V,line 2a). . + 5 Ea | 6 Total number ofvoluntenrs (estimate fnecessary) . « 6 35 | 7a Total gross unrelated business revenue from Part VIII, line 12, column (C) . Ta ° b Net unrelated business texable income from Form990-T, line 34. » Q jor Year ‘current Yea 8 Contnbutions and grants (Part VIII, time h) ss sv ee ee 1,223,468 3,970,165 | 9 program service revenue (Part VIII, hne 26) Fee ° & Jao tnvestment income (Part VIII, column (A), lines 3,4,and 78). ss 33,036 79,993 © J11 other revenue (Part VIII, column (A), lines 5, 64, 8¢, 9¢, 10¢, and 11e) 645) 342 12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 1,257,149] 3,951,524 Grants and similar amounts para (Pare IX, column (A), ines 13) 230,000) 190,000 44 Benefit paid to of for members (Part IX, column (A), line 4) ° 45 Salaries, other compensation, employee benefits (Part IX, column (A) lines 5- $ 10) 105,362 629,351 B | 160 Professional fundraising fees (Part 1X, column (A), hine 18) £0,000] 20,000 E | © croatuntcnsng expenses, pa, cok (0), ne 25:92880 > 37 Other expenses (Part IX, column (A), lines 118-114, 11f-24) 363,734 120,762 18 Total expenses—add lines 13-17 (must equal Part IX, line 25, column (A)) 1,239,116 2,079,433 19 _ Revenue less expenses Subtract line 19 from line £2 18,033 1,872,404 sf Beginning of Year End of Year $2 fan totatnapiines (Par x, 1ne 26) 16,580 e385 Hz [22 Net assets or fund balances Subtract line 21 from line 20 2,144,366, 4,016,767 B Signature Block Under perates of peniy,Taedare Wal TTave STMT Ths, Tan) ATUMARTING SIRTURS and ATES, and TO TE EAT Hy ROTEIGE nd beet, ste come, an cmp. Oeclaton ot preparer ether ha fe) base On al aarmaton of whe preparer hs ny Knowledge Please |p ssn. ae sign Sanaa oT aa Date Here ‘on wight BUTERIN EXECUTIVE ORECTOR Type ort name ae te 7 ate creat repoe?5 PN (See Gen ns) ERIE” PP ost ocke Rater Uy = Paid 2 empotyed > [ Preparer’s [Fams name (or yours p Maxwell locke & Ritter UP Use Only |esceenneyes) an Mares ond e+ «aT congraa Re TOT eaneenanaes Phone ne > (5t2) 370-3200 May the IRS discuss this return with the preparer shown above? (See instructions) = + 7. + Fives T No a BeeForm 990 (2008) Page 2 [RWEIH statement of Program Service Accomplishments (See the mstuctons Betly desenbe the organzaton’s mison FOUNDATION TS A SUPPORT ORGANIZATION FOR. THE TEXAS HIGHER EDUCATION COORDINATING BOARD IT EXISTS TO RAISE PUBLIC AWARENESS AND PRIVATE 2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ7 eee ee ee te ee ee Yes FF NO IfYes,” describe these new services on Schedule © 3 _Did the organization cease conducting or make significant changes in how it conducts any program SOEs ee P¥es FF NO If "Ves," deseribe these changes on Schedule © 4 Desenbe the exempt purpose achievements for each of the organization's three largest program services by expenses Section 501 (c)(3) and (4) organizations and 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, ifany, for each program service reported 4a (code 7 (Expenses § 1,097,173 waking grants of & 190,000 ) (Revenve $ a [BOARD'S PROGRAMS TO REACH THE FOUR GOALS OF THE STATE'S HIGHER EDUCATION PLAN, CLOSING THE GAPS BY 2015 ‘4b (code ) (Expenses § rncadng grants oF § (Revere § y ae (code ) (Expenses § vncuding grants oF & ) (Revenue $ > “4d Other program services (Describe in Schedule O ) (Expenses $ Including grants of $ ) (Revenue $ ) ‘de Total program service expenses $ 3,897,173 Must equal Part 1x, Line 25, columan (6). oeForm 990 (2008) Checklist of Required Schedules 10 a 2 as 16 v 18 19 20 a 22 23 25a 26 7 Page 3 Is the organization described in section $01 (c)(3) or 4947(a)(2) (other than a private foundation)? If “Yes,” complete Schedule AD Is the organization required to complete Schedule 8, Schedule of Contributors? @ . - - 2 2 1 ee Did the organization engage in direct or indiract political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule G Parts s+ se we ee Section 501(c)(3) organizations Did the organization engage in lobbying activities? IF "Yes," complete Schedule C, PI Section 501(c)(4), 501(¢)(5), and 501(c)(6) organizations Is the organization subyect to the section 6033(e) notice and reporting requirement and proxy tax? If "Yes," complete Schedule C, Part III Did the organization maintain any donor advised funds or any accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule 0, Part1@. . . 1 we rs Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land araas or historic structures? If "Yee,”complate Schedule D, Part II.» Did the organization maintain-collections of works of art, historical treasures, of other similar assets? If "Yes," complete ScheduleD, Part)... ee Did the organization report an amount in Part X, line 21, serve as a custodian for amounts not listed in Part X, or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,” complete Schedule D, Part Vo... ee cc eeeeceeee . Did the organization hold assets in term, permanent,or quasi-endowments? If "Yes," complete Schedule D, Part VES) Did the organization report an amount in Patt X, lines 10, 12, 13, 15, or 257 If “Yes, “complete Schedule D, Parts VI, VII, VIII, 1X,erXas applicable sss ee ee ee ee Did the organization receive an audited financial statement for the year for which st = completing this return that was prepared in accordance with GAAP? If “Yes,” complete Schedule D, Parte XI, XII, and XIII Is the organization a school as described in section 170(B)(1)(A \)? If "Yes, “complete Schedule & Did the organization maintain an office, employees, or agents outside oftheUS? . 2 2 2 1 eee Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the U S ? If "¥es,"complete Schedule F, Part 1 Did the organization report on Part 1X, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the United States? If “Yes,” complete Schedule F, Part IT Did the organization report on Part 1X, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the United States? if "Yes,"complete Schedule F, Part 111... Did the organization report more than $15,000 on Part IX, column (A), line 112? IF “Yes,” complete Schedule G, Part 1 Did the organization report more than $15,000 total on Part VIII, lines 1¢ and 8a? If “Yes, complete Schedule 6, Pa ee Did the organization report more than $15,000 on Part VIII, line 92? If “Yes,” complete Schedule G, Part 111%) Did the organization operate one or more hospitals? If "Yes,"complete ScheduleH . » . «+ Did the grganization report more than $5,000 on Part IX, column (A), line 1? IF "Yes, "complete Schedule I, Parts I and IE Did the ogganization report more than $5,000 on Part IX, column (A), ine 27 IF “Yes,” complete Schedule I, Parts I and HT Did the organization answer "Yes" to Part VII, Section A, questions 3, 4, or 5? If "Yes," complete Schedule Did the organization have a tax-exempt bond issue with an autstanding principal amount of more than $100,000 as ofthe last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 246-24d and complete Schedule K.If'"Wo,"gotoquestion 25. - ee ee et te Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? . Did the organization maintain an ascrow account other than a refunding escrow at any time during the year todefease any tax-exemptbonds? ss ee et et et ee Did the organization act as an “on behalf of issuer for bonds outstanding at any time during the yaar? . Section 501(c)(3) and 501 (c)(4) organizations Did the organization engage 1n an excess benefit transaction with a disqualified person during the year? If "Yes,"complete Schedule l,PartI. + 2 + ee + + Did the organization become aware that it had engaged in an excess benefit transaction with a disqualified person| from a prior year? If "Yes,"complete Schedule l, Partl + + et ee ke Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization's tax year? If "Yes, "complete Schedule L, a ag tee eee eer Did the organization provide a grant or other assistance to an officer, director, trustes, key employee, or substantial contributor, orto a person related to such an individual? Tf "Yes," complete Schedule L, Part IIT Yes | No Yes 1 2 | ves Ne 3 We 4 s a No 5 No A No 5 No 10 No as | ves az | Yes a No ita Ne. 14b Ne eT No fal No 7 | ve fal No 5 No ea We oa | vee 2 co a No ea No 2ab 24e 2ad 25a No. 250 No. 26 rh 27 No. BeeForm 990 (2008) Checklist of Required Schedules (Continued) 28 29 30 a 32 33 35 36 ” Page 4 During the tax year, did any person who Is a current or former officer, director, trustee, oF key employes Have a direct business relationship with the organization (other than as an officer, director, trustee, or employee), or an indirect business relationship through ownership of more than 35% n anather entity (individually or collectively with other person(s) isted in Part VII, Section A)? If "Yes," complete Schedule , Part Have a family member who had a direct or indirect business relationship with the organization? If "Yes, erate ince kart Vesela tetera eetsee ete ges estetetitey Serve as an officer, director, trustee, key employee, partner, or member of an entity (or a shareholder of a professional corporation) doing business with the organization? If "Yes," complete Schedule L, Part 1V Did the organization receive more than $25,000 in non-cash contributions? If "Yes, “complete Schedule M Did the organization receive contributions of art, historical treasures, of other similar assets, or qualified conservation contributions? If "Yes,"complete ScheduleM . . + Son eee Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes,” complete Schedule N, Part 1 ee eer S565 66h oo 6 Did the organization sell, exchange, dispose of, or transfer more than 25% of ts net assets? If "Yes," complete ScheduleN,PartIT se ee Le Did the organization own 100% of an entity disregarded as separate from the organization under Regulations section 301 7701-2 and 301 7701-37 If "Yes,“complete Schedule R, Pats + + wv ww ‘Was the organization related to any tax-exempt or taxable entity? If "Yes, “complete Schedule R, Parts II, 111, 1V, rm ee eet i Is any related organization a controlled entity within the meaning of section 542(b)(13)? If "Yes," complete ‘Schedule, Part V,ime2 sv ww ee ee ee ee 501(c)(3) organizations Did the organization make any transfers to an exempt non-chanitable related organization? If "Yes,"complete Schedule R, Part V,lin@2 = + + 2 2 ee eee Did the organization conduct more than § percent ofits activities through an entity that s not a related organization and that 1s treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Pai ee Yes | No 28a No. on No eS No 29 No 5 No aH No a No eo No 3a | Yes 5 No 5 No 5 No Form 990 (2008)ta Form 990 (2008) Page S [ERM Statements Regarding Other IRS Filings and Tax Compliance Yes | No Enter the number reported in Box 3 of Form 1096, Annual Summary and Transimittal OF U.S. Information Returns. Enter -0-if nat applicable». ss ta 7 Enter the number of Forms W-2G included in line 12 Enter -0- iFnot applicable ab ° Did the organization comply vnth backup withholding rules for reportable payments to vendors and reportable Ties Gmib) ice a s 2u Uns eet gaeere rres eee eray |e Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements tiled for the calendar year ending with or within the year covered by this return 2a 7 If at least one is reported in 2, did the organization file all required federal employment tax returns? + Note:if the sum of lines 1a and 2a1s greater than 250, you may be required to-e-file this return. 2b | ves Did the organization have unrelated business gross income of $1,000 or more during the year covered by this Ti ete rer ee ea oer eee det No. Tf Ves," has it filed @ Form 990-7 for this year? If "No," provide an explanation in Schedule... + 3b [At any time during the calendar year, did the organization have an interest in, ora signature or other authority aver, a financial account in foreign country (such as a bank account, secunties aecount, or other financial account)? ses Soe ne So ee 40 No. If "Yes," enter the name of the foreign country See the instructions for exceptions and fling requirements for Form TD F 90-22.4, Report of Foreign Bank and Financial Accounts ‘Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?» « 5a No id any taxable party notify the organization that it was or 1s 2 party to a prohibited tax shelter transaction? a No 11Yes," to $a or Sb, did the organization fle Form 8886-T, Disclosure by Tax-Exempt Entity Regarding Prohibited Tax Shelter Transaction? se en ee ee ee ee 5c Did the organization solicit any contributions that were not tax deductible?» . . ee ee ee | Ne. 14 "Yes," did the organization include with every solicitation an express statement that such contributions or gifts eer hoe ES Ce Eng eet acta ter trea eer ne gee ee eee ge tee (neu) Organizations that may receive deductible contributions under section 170(c) Did the organization provide goods or services in exchange for any quid pro quo contnbutian of $75 or Ja No. 11Yos," did the organization notify the donor ofthe value of the goods or services provided?» . - «| 7 Did the organization sell, exchange, o otherwse dispose of tangible personal property for which it was required to fileForm82827 2. ee ee ee vo eee ee LTE No If Ves," indicate the number of Forms 8262 filed during the year...» | 7d Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? eee ee ee ee ee LT No Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? .. | 7 No. Forall contributions of qualiied intellectual property, did the organization file Form 8698 as required? . . . | 79 For contributions of ears, boats, airplanes, and ather vehicles, did the organization file @ Form 1098-C as required? ss eee ee eee | Th Section 504(¢)(3) and other sponsoring organizations maintaining donor advised funds and section 509(2)(3) Supporting organizations. Did the supporting organization, of a fund maintained by @ sponsoring organization, have excess business holdings at any time during the a ‘Section $01(c)(3) and other sponsering erganszations maintaining donor advised funds. Did the organization make any taxable distributions under section 49667»... ee eee 9a Did the organization make a distribution to a doner, donor advisor, orrelated person?» . . 1 + + 9b ‘Section 501(¢)(7) organizations. Enter Initiation fees and capital contributions included on Part VIII,lime12. «| 10 Gross receipts, included on Form 990, Part VIL, ine 12, for public use of club [106 facilities Section 501(c)(12) organizations Enter Gross income from members or shareholders... 5 ee eee iia Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received fromthem) . - - + + + + + + + [adh Section 4947(a)(1) non-exempt chantable trusts. Is the organization filing Form 990 in leu ofForm 10427. . «| 12a 12a IfVes," enter the amount of tax-exempt interest received or accrued during the 1b BeeForm 990 (2008) Page 6 [EGEGY Governance, Management, and Disclosure (Sections A, B, and Crequest information about policies not required by the Internal Revenue Code.) ‘Section A. Governing Body and Management Yes | No For each "Yes" response to lines 2-7 below, and for a "No" response to ines 8 or 9b below, describe the circumstances, processes, or changes in Schedule 0. See instructions. 1a Enter the number of voting members ofthe governing body. ta b Enter the number of voting members that are independent. ab 2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any har omer Gicac tor ers tea’ or Kat [cig lo ae 2a afr ea te e aaear esgO No. 3 Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to 2 management company or other person? - No. 4 Did the organization make any significant changes to its organizational documents since the prior Form 990 was flea? No 5 Did the organization become aware during the year of a material diversion of the organization's assets? . No. 6 Does the organization have members or stockholders? No. Ja Does the organization have members, stockholders, or ather persons who may elect one or more members of the rar] yee aces eat aire reese eer 7a No b Are any decisions of the governing body subject to approval by members, stockholders, or other persons? . «| 7b No. 8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following a the governing body? bh eo coe ee ee ee [ea] ves each committee with authority to act on behalf ofthe governing body? - . . . s+ + «| ab | Yes 9a Does the organization have local chapters, branches, oraffilates? ©... . 2 ee ee ee [8 Ne. b If*Yes," does the organization have wntten policies and procedures governing the activities of such chapters, affitates, and branches to ensure their operations are consistent with those ofthe organization? . . . - | 9B 10 Was a copy of the Form 990 provided to the organization's governing body before it was filed? All organizations must describe in Schedule 0 the process, f any, the organization uses to reviewthe Form 990... « Yes AL Is there any officer, director or trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization's mailing address? If "Yes," provide the names and addresses in ScheduleO - . . . + No Section B. Po! Yes | No 32a Does the organization have a written confict of interest policy? If "No" gotoline23.. ia | ves b Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise toconficts? . Dt ee eee [426 | Yes € Does the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," CUS ribe is SeRSNG OTe tis | iea gear eae ter ee eter eevee etre | a0 ves! 13. Does the organization have a written whistleblower policy? ©. 2 2 + 2 2 ee eee No. 14 Does the organization have a written document retention and destruction policy? . . . . . . . . «| ae | ves 15 Did the process for datermining compensation of the following persons include a review and approval by Independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision 2 The organization's CEO, Executive Director, or top management official? . . ss . « «s+ + + [asa] Yes b Other officers or key employees ofthe organization? ©. ee ee ee ee ee [a No. Describe the process in Schedule 0 168 Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with @ tavable entity uring the year? ve eee eee [86a No b If*Yes," has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable Federal tax law, and taken steps to safeguard the organization's exempt status with respect to such arrangements? » s+ + ee es es + | a6y Section C. Disclosure 17 List the States with which a copy of this Form 990 1s required to be filed 18 Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (S01 (e) ()s only) available for public mepection Indicate how you make these available Check all that apply F own website [another's website [7 upon request 19 Describe im Schedule O whether (and if 0, how), the organization makes its governing documents, conflict of Interest policy, and financial statements available to the public See Additional Data Table 20 State the name, physical address, and telephone number of the person who possesses the books and records of the organization NINA 8 WRIGHT 1200 E ANDERSON LANE AUSTIN, TX. 78752 (512) 427-6233 oeForm 990 (2008) Page 7 ‘Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Section A Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees a Complete this table forall persons required to be listed Use Schedule -2 additional space 1s needed © List all of the organization's eurrent officers, directors, trustees (whether individuals or organizations) and key employees regardless of amount of compensation, and current key employees Enter -0- in columns (0), (E), and (F) fo compensation was paid * List the organization's five current highest compensated employees (other than an officer, director, trustee or key employee) wo received reportable compensation (Box 5 of Form W-2 andjor Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations + List all of the organization's former officers, key employees, or highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations * List al of the organization's former directors of trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations List persons in the following order individual trustees or directors, institutional trustees, officers, key employees, highest compensated employees, and former such persons. [check this box ifthe organization did not compensate any officer, director, trustee or key employee © noah © ” © Welz] |e Be] [Shenson [Remorse |Escin Stoner Name and Title ee WEEE [ole [Bo |g |tromtne ee fromthe siie 8 1S |organzation w- | ganizations organization and mi PREW EL ELS PPS | osensteonw |eomanese SY EIER | g |e [stossmiss” Jarayes fears ee] Fle BeeForm 990 (2008) Page 8 (EGEUE Continued © poston (eck al oe © © aT ©) Lr izle Be Reportable Reportable | mount of other avense [$2 [Z| |p 8S ee se —|_! ame cure TES WE lols ee |g | amie aa ‘om the Ells 8 |S orgemation w- | orvemations | osashzation and meek PR SIETEIE| & Je | “Sitossnrscy | 67 2/1008 mated ez) fe| 2 organizations Siig) Fle ib Tet 2 Total number of individuals (including those in 1a) who received more than $100,000 in reportable compensation from the organization®o yes | Ne 3 Did the organization list any former oficer, director or trustee, Key employee, or highest compensated employee antine 1a? If "Yes,"complete Schedule }for such indwvidudl se ts vt ts a tt : i 4 Forany individual listed online 1a, 1s the sum of reportable compensation and ather compensation from the organization and related organizations greater than $150,000? If "Yer," complete Schedule J for such indus ves ete ee ee te ee ee ee eee bag ia 5 id any person listed on line 12 receive or acerue compensation from any unrelated organization for services rendered tothe organization? If “Yes,"complete Schedule Jforsuchpersan ev ts ee ss |g rh Section B, Independent Contractors % Complete ths table for your five highest compensated independent contractors that received more then $100,000 of compensation rom the ergamaation Ne 4 ose da be toot c Sot 2 Total number of mdependent contractors (including those in 1) who received more than $100,000 in compensation fromthe organization «se + ee ee ee ee eeForm 990 (2008) Ei ‘Statement of Revenue Page 9 3) @ © @ TotalRevenue | Related or | unrelated | _ Revenue txemot | Business | Excluded from Function | Revenue | TaxundertRe Revenue S12, 513.0" sia 2g [= haandannen ES |b wemberhodues 5. a > ok © Fundraisingevents . . «de fe Related organizations». . 4d ge eGovernment grants (contnbutions) te 298,754 SB | | tentrontar ade sv BE | 0 Noncash contnbutions included n = lines 1a-tf BE | in tetatiaadinsieiy se soro.s5 : Business Code Z | & b z | a B | & Aotner program service revenue = & g Total. Addlines2a-2F . . . 1. ss oS 3 Investment income (including dvidends, interest Sie eee eee sa sa freee cece eee ree 5 Royaltes ww es a a () Real (u) Personal 62 Gross Rents bts real Rental ome orton Net rental mcome orfless) @ ()Secunties Wother 7a ous anor ‘hon mech ‘her bas ot Gamer (os) aaa faa ner gate (oes) oe nae Es 2,0 2,6 Ga Gross income tom fundrasing events (not cluding * g of contributions Teported on ine 1¢) z See Part, line 18 5 Attach Schedule Gif total exceeds é $1500... st | Less airectexpenses . sb 3 € __Net income or (loss) from fundraising events ~ Ba Gross income from gaming activites See part 1V, ne 19) Complete Schedule Gif total exceeds $15,000 b Less divectexpentes 2. €_Net income a (loss) from gaming activities 308 Gross sales of ventory, lest feturne and allowances. b Less cost ofgoods sold... b Net income or (oes) from sales of nventory ys Miscellaneous Revenve Business Code tie » Total. Add lines 110-134 z 42 Total Revenue, Add lines th, 2, 3,4, 5,64, 74, 8c Ta Tae say del antiie ss : » aaForm 990 (2008) Page 10 EETIETY statement of Functional Expenses Section S0i{eV(3) and 50i(€)(4) organizations must complete all columns, Allother organtzatlors msc semasts columa (A) but re not segutedse complete colemes (a), (2) and (2) Do not include amounts reported on lines 6b, 7b, ee a 8b, 9b, and 10b of Part VIII. Total expenses “expenses general expenses expenses srpuntebens snd aiden aude ta UE See senbed msecuon #958(0)0)8) one scrasonent tensa eae ‘i 4 25. Total funehealexpenoen Add lant Woah WT i coro] | 26 Donk Coats Check [=i folowng SOP 86-2 Complete We eeeForm 990 (2008) Paget EEETIES alance sheet o ® egwminpotvese| | endotvear — r—~—™—S—OSOSCOCOCSs‘ ‘33 1/3% Test - 2007. If the organization did not check the box on line 13 of 16a, and line 15 1s 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization > 10% Facts and Circumstances Test - 2008. Ifthe organization did not check a box on line 13, 16a, or 16b and line 14 1s 10% or more, and ifthe 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 a 10% Facts and Circumstances Test - 2007. Ifthe organization did not check @ box on line 13, 168, 166, or 17a and line 15 1s 10% or more, and ifthe organization meats 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 I Private Foundation. Ifthe organization did not check the box on line 13, 16a, 160, 17a or 178, check this box and see instructions om |Schedule A (Form 990 or 990-EZ) 2008 Page 3 EEWEGEE Support Schedule for Organizations Described in IRC 509(a)(2) (Complete only if you checked the box on line 9 of Part I.) Section A. Public Support Calendar year (or fiscal year begianing in) (ayz008 | (2008 | (e206 [a 2007 [| (e)2008 [Total 1 Gifts, grants, contributions, and membership fees received (D0 not Include any "unusual grants ") 2 Gross receipts from admissions, merchandise sold or services performed, fr facilities furnished in any activity that Is related to the organization's tax- exempt purpose 3 Gross receipts from activities that are not an unralated trade or business unger 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 vathout charge 6 Total Add lines 1-5 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 1% of the total of lines 9, 10¢, 12, and 12 for the year or $5,000, € Total of ines 7a and 75 8 ‘Support (Substract line 7¢ from Total Support Calendar year (or fecal year begianing in) (@yze08 | (2008 [ (e008 [2007 [| @y2008 | @)Tetar 9 Amounts from line 6 toa Gross income fram interest, dividends, payments received on securities loans, Tents, royalties and income from sumilar b Unrelated business taxable income (less section 511 taxes) from businesses acquired after 30 June, 1975 € Add lines 10a and 108 14. Net income from unrelated business activities not included in line 10b, Whether or not the business ts regularly carried on 12 Other income Do not include gain oF loss from the sale of capital assets (Explain in Part IV) 13. Total Support (Add lines 8, 10¢, 11 and 12) 14 First Five Years If the Form 990 1 for the organization's frst, second, third, fourth, or Rh tax year as @ SO1(e)(3) organization, check this box and stop here > ‘Computation of Public Support Percentage IS Public Support Percentage for 2008 (line & column (f) divided by line 13 column () 5 16 Public Support Percentage for 2007 Schedule A, Part IV-A, line 279 16 Computation of Investment Income Percentage I7 Investment Income Percentage for 2008 (line 10¢ column (f) dvided by line 13 column () 7 18 Investment Income Percentage from 2007 Schedule &, Part IV-A, line 27h ry 19a 33 1/3% Tests - 2008. If the organization did not check the box on tie 14, and line 15 1s more than 33 1/3%, and Ime 17 1s not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization b 33.1/3% Tests - 2007. Ifthe organization did not check & box on line 14 or line 19a, and line 16 1s more than 33 1/3% and line 18 1s not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ef 20 Private Foundation If the organization did not check a box on ine 14, 19a or 19b, check this box and see instructions > Saal aeSchedule A (Form 990 or 990-EZ) 2008 Page 4 EENEVME Supplemental Information. Complete this part to provide the information required by Part I, line 10; Part IT, line 17a or 17b, or Part IIT, line 12, Provide and any other additional information. (see instructions) Facts and Circumstances Test ‘Schedule A (Form 990 oF 990-EZ) 2008[efile GRAPHIC print - DO NOT PROCESS [As Filed Data — | DLN: 93493105001050) SCHEDULE D (Form 990) Supplemental Financial Statements > Attach to Form 990. To be completed by organizations that irre answered "Yes," to Form 990, Part IV, line 6, 7, 8, 9, 10, 11, or 12. ral Reet See Cs ae eine Name of the organization ‘Employer identification number Callege For Texans Foundation Closing the Gaps 74-3017095 KEEEIES) Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6. {@) Donor advised funds (b) Funds and other accounts Total number at end of year Aggregate Contributions to (during year) Aggregate Grants from (during year) Aggregate value at end of year id the organization inform all donors and donor advisors im writing that the assets held in donor advised funds are the organization's property, subject to the organization's exclusive legal control? Fives No 6 Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be used only for charitable purposes and not for the benefit of the donor or donor advisor oF other impermissible private benefit? Fives Tne [EEMEGE_ Conservation Easements, Complete ine organzation answered "Ves" Form 590, Pat iV, ine 7 1 Purpore(s)ofconservaton easements hel by the organization (cheek all that apply) [7 Preservation of land for public use (e g , recreation or pleasure) [~ Preservation of an historically importantly land area T Protection of natural habitat TT Preservation of certified historic structure I Preservation of open space 2 Complete lines 20-24 ifthe organization held a qualified conservation contribution in the form of @ conservation easement on the last day ofthe tax year [Held at the End of the Year 2 Total number of conservation easements 2a b Total acreage restricted by conservation easements 2b © Number of conservation easements on a certified historic structure included in (@) 2 Number of conservation easements included in (c) acquired after 8/17/06 2d 3 Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the taxable year Number of states where property subject to conservation easement is located > Does the organization have a written policy regarding the periodic monitoring, inspection, violations, and enforcement of the conservation easements it holds? Fives Po 6 Staff or volunteer hours devoted to monitoring, inspecting and enforcing easements during the year ‘Amount of expenses incurred in monitoring, inspecting, and enforcing easements during the year $ Does each conservation easement reported on line 2(d) above satisfy the requirements of section 47 0(h)(4 (BN) and 470(h}C4 Bu)? Fives No 9 In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and include, applicable, the text of the footnote to the organization's financial statements that describes the organization's accounting for conservation easements ERIE Organizations Maintaining Collections of Art, Historical Treasures, or Other Complete if the organization answered "Yes" to Form 990, Part IV, line 8. aa Ifthe organization elected, as permitted under SFAS 116, not to report ints revenue statement and Balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service, provide, in Part XIV, the text ofthe footnote to its financial statements that describes these items b_ Ifthe organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items lar Assets. ( Revenues included in Form 990, Part VIII, line 2 ms (i) assets included in Form 990, Part x bs 2 Ifthe organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under SFAS 116 relating to these items © Revenues included in Form 990, Part VIII, line 1 ms b Assets included in Form 990, Part x ms Secu EEE SESchedule D (Form 990) 2008 age 2 (EREGH_ organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (conunved) 3 Using the organization’ accession and other records, check any ofthe following that area significant use oft collection stems (check all het apply) 2 Public exhibition dT Loanor exchange programs bP Scholarly research PF other ¢ T_ Preservation for future generations 4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part xlv, 5 During the year, did the organization solicit or receive donations of art, historical treasures or other similar assets to be sold to raise funds rather than to be maintained as part of the organization's collection? Fives [no EEMEMT Trust, Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21. Aa Is the organization an agent, trustee, custodian or ather intermediary for contributions or ather assets not Included on Form 990, Part k? Pyes To b If *¥es," explain why in Part XIV and complete the following table ‘Amount © Beginning balance te d Additions during the year ad © Distributions during the year ae Ending balance at 2a_Did the organization include an amount on Form 990, Part X, line 217 Fives no b_1f°Ves," explain the arrangement in Part XIV [EEEX_Endowment Funds. Complete ifthe organgaton answered "Ves" to Form 990, PartIV, ine 10 (ahaa Yan eiror Yor | felts Yous te [lave Tee ea] (aor Team Beginning of year balance Contributions ae Investment earnings or losses Grants or scholarships Other expenditures for facilities and programs Bete eb Administrative expenses 9 End of year balance 2 Provide the estimated percentage of the year end balance held as Board designated or quasi-endowment > b Permanent endowment > © Term endowment 3a Are there endowment funds not in the possession of the organization that are held and administered for the organization by Yes | No (i unrelated organizations 3a) ) related organizations b If "Ves" to 3a(u), are the related organizations listed as required on Schedule R? 4 Describe im Part XIV the intended uses of the organization's endowment finds EEMEUA_investments—Land, Buildings, and Equipment. See Form 990, Part xX, ine 10. Dasenption of investment oSenrecatnes, |ercen ot ore] Ge depreaton |) Book vabe = Lang b Suildnos € Leasehold improvements Equement . eee wea asi] 250959 other Total. Ad ines Ta: Le (Column (@) should equal Form 980, Part X, column (B), me FO(eh) «sv» > 7 Tass ee eaSchedule D (Form 990) 2008 (EWES Investments—Other Securities. See Form 990, Part X, ine 12. Page 3 (@) Description of secunty or eateory (including name of secunty) (byBook value (©) Method of valuation Cost or end-of-year market value Financial derivatives and other financial products Closely-held equity interests Other ‘Total. (Column (0) shoul equal Form 990, Part X.col(B) ine 12)» (EWEN Investments—Program Related. See Form 990, Part X, ime is (a) Description of investment type (b) Book value (@) Method of valuation Cost or end-of-year market value “otal (Colum (h) should equal Form 990, art X,col(8) ine 12) [Fed Other Assets. See Form 990, Part X, line 1 (@) Deserniption 5 (®) Book value Total. (Column (b) should equal Form 990, Part x, col.(B) ine 15.) ‘Other Liabilities. See Form 990, Part x, I 225 (a) Desenption of Liability (b) Amount Federal Income Taxes Total. (Column (b) should equal Form 990, Part X c(B) ne 25) In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 Fchedul eae eaSchedule D (Form 990) 2008 FERGIESA_Reconciliation of Change in Net Assets from Form 990 to Financial Statements Page 4 1 Total revenue (Form 990, Part VI, column (A), line 12) 2 3esiste 2 Total expenses (Form 990, Part Ik, column (Aline 25) 2 2079,413 3 Excess or (deficit forthe year Subtract line 2 fom line 1 3 1872401 4 Wet unrealized gains (losses) on vestments 2 5 Donated services and use offacities 5 © tnvestment expenses ¢ 7 prorpened agustments 7 other (Describe m Part x1V) 3 © Total adystments (net) Ada nes 4-8 ° 3 10 excess of (etc for the year pe nancial statements Combine lines 3 and 9 70 Tevaaor Reconciliation of Revenue per Audited Financial Statements With Revenue per Return 1 Toul revenue, gms another suport persed franca ; 7032680 2 Amounts meluded online 4 but not on Form 990, Part VET line 42 2 Netunreaized gains onimvesiments ve ee ee es | b Donated services and use offaciites vv ee ee we eB 56518 © Recovers ofproryeargrants vs sv ve ee ee [Be 0 irene) cao 5565 5 0 oo o|IE mete Se anette sa cee ease 3 subtactineefomineh L1G 39sisia 4 Amounts included on Form 990, Part VIII, ine 12, but not on tine 2 Investment expenses not included on Form 990, Part Vit, ine 76 «| a Other (esenbemPartXV) eee ee ee Lat Sane So ° 5 Total Revenue Add ines 3and 4e.(This should equal Form 990, Partitine12) . - - . . | 5 seen si [EMEG Reconciliation of Expenses per Audited Financial Statements With Expenses per Return 1 Totalexpenses and losses pet audited fnancielstatements sv ete ne LE zieoa78 2 Amounts included online 1 but not on Form 990, Part I, ine 25 2 Donated services anduse offacitves ve ee ee ee ee [2a 56518 coerce wren | lia Sc critattapena strom ssc ear ic wecee ee oe [na Cie weenie yo | eli wets © Addlines 2athrough2dv ov vt vv tev te et pes Te Lae ease 3 Subtract ne effom line 1. Pe IS 2079.113 4 Amounts included on Form 990, Part TX, ie 25, but not on tine 4 Investment expenses not included on Form $80, Part VII, tne 7b « Coe peenee eri ge eer lee © Addimes danas. es De ee ° 5 Total exenses Add lines 3and 4. (Ths should egual Form 990, PartTlne 28) < + = [fs PICEREES EETEAVM Supplemental Information Complete this part to provide the descriptions required for Part IJ, lines 3, 5, and 9, Part I1f, lines 1a and 4, Part XIV, lines 16 and 2b, Part V, line 4, Part X, Part XI, line 8, Part XII, lines 24 and 4, and Part XIII, lines 24 and 4b Tdentifier Return Reference Explanation [Pare xt, Line 24- Other ladustments LOSS OW DISPOSAL OF ASSET 24648 pare xt11, Line 24 - Other ladwustments LOSS OW DISPOSAL OF ASSET 24646 Schedul D (Fos 550) 2088[As Filed Data - ] SCHEDULE G ‘Supplemental Information Regarding om aoe eo Fundraising or Gaming Activities (OMB No 1545-0047 2008 Pra popes P atacrto 1m 990 ot Form 980-EZ Must be completed by organizations hat by organtatons that enter move than $15,000. Form Depart ihe Teasuy ral Reverie See ame of the organization Employer Identification number College For All Texans Foundation Closing the Gaps 24-3017895 KEES Fundraising Activities, Complete 1f the organization answered "Yes" to Form 990, Part IV, ine 17. A Indicate whether the organization raised funds through any of the following activities Check all that apply a [Mail solicitations ¢ Solicitation of non-government grants b [Email solicitations Solicitation of government grants ¢ IT Phone solicitations 9 IF Special fundraising events dF in-person solicitations 2a__Did the organization have a written or oral agreement with any individual (including officers, directors, trustees ‘or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising activities? [7 yey 7 Wo b 11 °%e6," ist the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be compensated at least $5,000 by the organization Form 990-EZ filers are not required to complate this table Gi Od fundraiser have (v) Amount paid to custody or | (iv) Gross receipts | (or retained by) control of from activity fundraiser listed in contributions? col (i) Yes_[_No. (vi) Amount pard to (or retained by) organization (i) Name of individual for entity (fundraiser) Caan DRRAYMUND PAREDES MEETINGS-SEE CHO No 2,249,811 2,209,811 Total > 3. Listall states in which the organization 1s registered or licensed to solicit funds or has been notified itis exempt from registration or heensing For Paperwork Reduction Act Notice, see the Instructions fer Form 990. Cat No 50083H Schedule G (Form 990 or 990-£Z) 2008Schedule G (Form 990 or 990-£Z) 2008 Page 2 [ESEESY. Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 16, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000. (a) Event er (oy Event #2 (e) Other Events] (a) Total Events (Aad col (a) through —— col (e)) (event type) (event Wet Gora numbe) Bia B|* cross receipts Bla Less chantabie EA contributions: é 3° Gross revenue (ine 1 minus line 2) 4 CashPnzes | 5 non-cashPnees B fe rarest co 7 Otherdirect expenses % E [se owect expense summary Add ines 4 through 7 mcolumn(d). - . ee ee 9 _Netincome summary Combine nes 3 and 8 incolumn (df)... + 7 7 + 7 7 es Gaming, Complete f the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-E2, line 6a g (a) Bingo (b) Pull tabs/instant | (€) Other gaming | (4) Total gaming (aa 3 bingo/progressive oot (0) tae (2) 5 binge 5 é 1 Gross revenue g [2 cashonzes z B ]s non-cash prizes & 2 ” a Rent/facil ts | 4. Renttecity costs 3 E |5 otnerairect expenses @ Volunteertabor .. . [Yes [ves ves Tne No T No 7 Dwect expense summary Add ines 2 through Sm column (dH). 4 ee ee 8 Net gaming income summary Combine lines 1 and 7 m column (4). 1 + s+ + se ss Yes [ Wo 9 Enter the state(s) in which the organization operates gaming activities 1a Is the organization licensed to operate gaming activities ineach ofthese states? sss sss s+ | ge b 1f-No,” Explain 108 Were any of the orgamzation’s gaming licenses revoked, suspended or terminated dunng the tax year? 309 b 1f-Ye8," Explain 11 Does the organation operate gaming actwities wth nonmembers? vss sss seve ee 1 12 _ Is the organization a grantor, beneficiary or trustee ofa trust or a member of@ partnership or other entity ferensd atadrsier chaise coins eee a |e ‘Schedule G (Form 990 or 990-EZ) 2008Schedule (Form 990 or 990-£Z) 2008 Page 3 3 » 4 150 16 v Indicate the percentage of gaming activity operated in The organization's facility © ee ee ee ee ee ef 8 Yee An outside facility 1b Provide the name and address of the person who prepares the organization's gaming/special events books and records Name» Address Does the organization have a contract with a third party from whom the organization receives gaming If "Yes," enter the amount of gaming revenue received by the organization P $ andthe amount of gaming revenue retained by the third party PS If"Y¥es," enter name and address Name 150 Address Gaming manager information Name Gaming manager compensation B § Description of services provided TF pirector/otticor F employee T independent contractor Mandatory distributions Is the organization required under state law to make charitable distributions from the gaming proceeds to Fetainthe state gaminglicense? 6 ev ee et te te te Enter the amount of distributions required under state law distributed to other exempt organizations or spent Inthe organization's own exempt activities during the tax yearP 7a Speint - DO NOT PROCESS. As Filed Data - DLN: 93493105001050 (OMB No 1545-0047 2008 oa ect Employer identification number Schedule I (Form 990) Grants and Other Assistance to Organizations, Governments and Individuals in the U.S. Deparment ofthe Teasun Internal Reveruie Sere lame of the organization College For All Texans Foundation Complete if the organization answered "Yes," on Form 990, Part IV, ines 21 er 22. Attach to Form 990. Closing the Gaps 743017895 [EERIEM. General information on Grants and Assistance 1 Boss ite rganzaten mana aso strana he aur ike ans or asssane, the wale chy rth rans or asses ad the selection criteria used to award the grants or assistance?. . « Ge Fves [Ne 2._Descnbe in Part IV the organization's procedures for monitoring the use of grant funds inthe United States EERIIEGY. Grants and Other Assistance to Governments and Organizations in the United States, Complete the organization answered "Yes" on Form 990, Part IV, line 21 for any recipient that received more than $5,000, Check this box if no one recipient received more than $5,000. Use art iV and schedule T-1 if additional space 1s Mecded sme mere ree ri me (a) Name and address of (ey EIN (e)1RC section | (a) Amount of cash | (e) Amount of non- [(f) Mathod of valuation] (g) Description of | (h) Purpose of grant organization Fapplicable grant cash (book, FMV, appraisal,| non-cash assistance | or assistance or government assistance other) TEXAS HIGHER. 74-6016766 [STATE OF TEXAS 190,000 STUDENT EDUCATION FINANCIAL AID. COORDINATING BOARD 1200 € ANDERSON LANE AUSTIN, TX_78752 2 Enter total number of section 501(c)(3) and government 1 organizations wet tt te 3__Entertotal number of other organizations «+e ee ee ee ee ° For Paperwork Reduction Act Notice, see the Instructions for Form 990, ‘cat No S0055P ‘Schedule I (Form 990) 2008,1 (Form 990) 2008 Page 2 Grants and Other Assistance to Individuals in the United States, Complete if the organization answered "Ves" on Form 990, Part IV, line 22 Use Schedule 1-1 (Form 990) if additional space 1s needed, (a)Type of grant or assistance (b)Number of recipients (e)Amount of (@Amount of (e) Method of valuation (ADescription of non-cash assistance ‘cash grant non-cash assistance | (book, FMV, appraisal, other) [XIETM supplemental Information, Complete this part to provide the information required in Part I, line 2, and any other additional information. See Additional Data Table Identifier Return Reference Explanation Procedure for Monttoning Grants inthe US Part, tine [Schedule 1, Part, Line 2 THE FOUNDATION FUNDS SUSGRANTEES AND CONTRACTS DIFFERENTLY BASED ON REQUIREMENTS OR PREFERENCES OF THE FUNDING SOURCE IN SOME CASES, SUBGRANTEES ARE FUNDED ON A IREIMURSEMENT-ONLY BASIS IN CASES WHERE FUNDS ARE PROVIDED IN ADVANCE, THE FOUNDATION REQUIRES A FISCAL REPORT AT THE END OF THE GRANT PERIOD, DOCUMENTING THAT ALL FUNDS WERE SPENT FOR AUTHORIZED SERVICES ORMATERIALS WHEN FUNDING SCHOLARSHIPS, THE FOUNDATION CONFIRMS THE [STUDENT'S ENROLLMENT WITH THE INSTITUTION OF HIGHER EDUCATION Other Information pariv [THE PURPOSE OF THE COLLEGE FOR ALL TEXANS FOUNDATION CLOSING THE GAPS IS TO PROVIDE SUPPORT TO |THE TEXAS HIGHER EDUCATION COORDINATING 5OARD (THECS), AN AGENCY OF THE STATE OF TEXAS, FROM ITHE PRIVATE SECTOR THE FOUNDATION IS AUTHORIZED TO SUPPORT THECE PROGRAMS TO REACH THE FOUR |coais oF THE STATE'S "CLOSING THE GAPS BY 2015" PLAN WHICH ARE TO INCREASE THE (1) NUMBER OF [STUDENTS PARTICIPATING IN HIGHER EDUCATION, (2) NUMBER OF DEGREES AND OTHER CREDENTIALS |swa ROED, (3) NUMBER OF NATIONALLY RECOGNIZED PROGRAMS OR SERVICES AT COLLEGES AND JUNIVERSITIES IN TEXAS, AND (4) LEVEL OF FEDERAL RESEARCH FUNDING AWARDED TO TEXAS INSTITUTIONS. lor HIGHER EDUCATION eee[efile GRAPHIC print - DO NOT PROCESS As Filed Data — | DLN: 93493105001050) SCHEDULE O OME No 1545-0047 (Form 990) Supplemental Information to Form 990 >» Attach to Form 990, To be completed by organizations to provide additional information for responses to specific questions for the Form 990 or to provide any additional information. Disrnert he Tesity Inara Revue Serve Cra borer) Name of the organization ‘Employer identification number College For Al'Texans Fourdation {Cosng the Gaps pitgirase Return Identifier Reterence Explanation THE FORM 990 IS PREPARED BY A PUBLIC ACCOUNTING FIRM AND IS REVIEWED BEFORE FILING. BY THE FOUNDA TIONS ACCOUNTANT, EXECUTIVE DIRECTOR, AND TREASURER Form 990, Part Vi, Section A, Ine 10 ie Return Po | Explanation Foundation staff mantans a fle of conflict of mterest statements signed by alltrustees ih addition, THECE Form990, Part legal counsel attends Foundation meetings to ensure that trustees are further advised of the requirement to Vk, Section B disclose any drect or indict interest or relationship wth a vendor and to abstamn fromparteipation mn any line 120 decision or discussion on a related matter Any real or potential confict of mterest and trustee abstention is to be recorded inthe mnutes of the Foundation Board Return idanaitiong || creas Explanation ‘THE FOUNDATION SOUGHT FEEDBACK ON THE PROPOSED SALARY LEVEL FROM AN LEU SCHOOL OF PUBLIC AFFAIRS FACULTY MEMBER WITH EXPERTISE IN NON-PROFITS AND WAS ADVISED THAT THE Forms, BROPOSED SALARY OF $60,000 SHOULD BE ADEQUATE N OUR MARKET HOWEVER, THE TOP CANDDATE SELECTED FROM THE FRST ROUND OF NTERV EWS WAS LOST TO A POSITION PAY RG SIGNFICANTLY oe NORE IN RESPONSE THE BOARD DISCUSSED AND AUTHORZED AN NGREASE OF $18,000 FOR A TOTAL OF UPTOS75,000, FNECESSARY, TORECRUT A CAPABLE RDWIDUAL THROUGH ANOTHER SEARCH PROCESS Return identi ee Explanation Forme, Pat Vi Seoton G ‘ALL ORGANZING DOCUMENTS, POLES AND FNANCIAL STATEMENTS ARE inet AAVALABLE UPON REQUEST Wentier Return Reference Explanation FORM 960, PART 1 LNE2 the AUDIT SELECTON AND OVERSIGHT PROCESS has not changed fromthe pRor year Return Reference Explanation Part | LINE 11H All programservice expenses of the Foundation are assistance to and in support of THECB programs The Foundation provides this assistance and service by disbursing funds to THECB for thelR programs. or directly to persons and organzations providing goods and services to THECE programs the amount oN part line 1 hivn) represents support pad drectly to thecb to be disbursed as grants for students THE FOUNDATION IS ‘A TEXAS NON-PROFIT CORPORA TION CHARTERED ON SEPTEMBER 4, 2001 OF THE SEVERAL TYPES OF Schedule | Supplemental | SUPPORTING ORGANZA TIONS, THE FOUNDATION 1S A 509(A)(3) “TYPE 1" AS ARTICULATED INTHE BYLAWS, A, Party | Information | A SIMPLE MAJORITY OF ITS BOARD OF TRUSTEES IS APPOINTED BY THE SUPPORTED ORGANIZATION, THE ‘TEXAS HIGHER EDUCATION COORDINATING BOARD THE FOUNDATION WAS ORGANIZED SPECIFICALLY TO ASSIST AND AT ALL TIMES SHALL BE OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF THE THEO, AN AGENCY OF THE STATE OF TEXAS, IN CARRYING OUT THE AUTHORZED PURPOSES AS SET FORTH IN THE TEXAS EDUCATION CODE, VERNON'S TEXAS CODES ANNOTATED Return lentitier | atu Explanation poeea DR RAYMUND PAREDES INITIATED CONTACTS WITH MULTIPLE FOUNDATION REPRESENTATIVES, MET aan WITH THEM PERSONALLY TO IDENTIFY WAYS EACH COULD HELP THE FOUNDATION AND THECB MEET canal ‘THE GOALS OF CLOSNG THE GAPS, AND GUIDED WORK ON RELATED WRITTEN REQUESTS FOR FUNDNG ForPapcrwork Roducbon AciNouce sen then gChOw SOOO tue evn ON PEprint - DO NOT PROCESS. SCHEDULE R (Form 990) As Filed Data - DLN: 93493105001050 (OMB No 1545-0047 2008 Crs ae ic Related Organizations and Unrelated Partnerships > Attach to Form 990. To be completed by organizations that answerd "Yes" to Form 990, Part 1V, lines 33, 34, 35, 36, oF 37. > See separate instructions. cexiertl io Twa ner Revenue Seve ‘Name of the organization Employer identification number College For AlrTexans Foundation ‘Cosng the Gaps 74.3017895 HEZWEE Icentification of Disregarded En iO ® © ) © 0 Name, address, and EIN of disregarded entity Prmary acuty | Legal dome ate | Totalincome | End-ofyearassets | Drect controling oF foregn county) entey EEEWETE Identification of Related Tax-Exempt Organizations ww CS) ©, Oy © “ Name, address, and EIN of related organcaton Prmary acivty | Legal dome state | Exempt Coze secton | Publ chanty status | Dect conrling or foregn county) (tsacton SOKON ent TEXAS HIGHER EDUCATION COORDINATING BOARD 1200 EAST ANDERSON LANE Inger edueaton m% ls ee ee "Scheceba R {Fas 955) 2008.Page 2 Schedule R (Form 990) 2008 EEGEHE Identification of Related Organizations Taxable as a Partnersh © 7 a © © ® o © Q ©) sealSran © oe pce ee ee coe rama, st nd ea ot rma cy ait vec Sry | storie’, lene lt neame] Share eert | ieee Cote ¥-Ut arcu | ranges Toll Seeman ones cor comet Doeatven | vmer ‘oe coma omy Identification of Related Organizations Taxable as a Corporation or Trust rn ® © ©, © | amu | 2 ® ‘eae oar | Sig Sc, ebctjer | Sats comer eeSchedule R (Form 990) 2008 Transactions with Related Organizations Note, Complete line 1 \fany entity ve hated in Parts II, IIT orlV Yer Page 3 a a a SeSchedule R (Form 990) 2008 Page 4 [EETIEG Unrelated Organizations Taxable as a Partnership Provide the following information for each entity taxed as @ partnership through which the organization conducted more than five percent ofits activities (measured by total assets: of gross revenue) that was not a related organization See instructions regarding exclusion for certain investment partnerships © (cy eal © © © om “, o Legal domee portners snare ot [Dspropmenate coas—ust | Gansta or Name, address at! ED of entity Prenary actty (state oF foreign — cend-ofyear | alocatons? amount on Box | managing ‘ountty) soe) assets soon) panne lorganzatons? yao