2024-11-12T16:30:45-06:00 2023-12-31 750786316 WEAVER AND TIDWELL LLP 499 W SHERIDAN AVE SUITE 2450 OKLAHOMA CITY OK 73102 990 2023-01-01 752662338 LENA POPE FOUNDATION INC LENA 8172552512 3200 SANGUINET STREET FORT WORTH TX 76107 STEWART HENDERSON PRESIDENT 8172552512 2024-11-12 1 1 KIRBY ROSS P00298143 4055949200 2023 2024-10-15 13:58:12Z STEWART HENDERSON 3200 SANGUINET STREET FORT WORTH TX 76107 11303310 0 X N/A X 1996 TX LENA POPE FOUNDATION WAS ORGANIZED EXCLUSIVELY FOR THE BENEFIT OF LENA POPE HOME, INC. 9 9 0 9 0 0 734547 1375 0 0 2260966 1668422 379467 228753 3374980 1898550 990000 839597 0 0 0 0 0 0 0 65621 32330 1055621 871927 2319359 1026623 41603138 46772543 186224 212872 41416914 46559671 X LENA POPE FOUNDATION WAS ORGANIZED EXCLUSIVELY FOR THE BENEFIT OF LENA POPE HOME, INC. LENA POPE'S MISSION IS TO HELP CREATE HOPE, HAPPINESS, AND SUCCESS FOR CHILDREN AND FAMILIES. THEY IMPACT OVER 20,000 INDIVIDUALS IN NORTH TEXAS, WITH A FOCUS ON FOUR KEY AREAS: PREVENTION, EARLY INTERVENTION, COUNSELING, AND EDUCATION. 0 0 839597 839597 CONTRIBUTIONS TO LENA POPE HOME ARE USED TO SUPPORT THEIR 5 CORE PROGRAMS, AS FOLLOWS:1. CHAPEL HILL ACADEMY: 600+ STUDENT ELEMENTARY PUBLIC CHARTER SCHOOL OFFERING A STIMULATING AND CREATIVE ENVIRONMENT WHOSE VISION IS TO PREPARE THEM FOR A FUTURE THAT IS COLLEGE-BOUND.2. COUNSELING AND SUBSTANCE ABUSE TREATMENT: OFFERING HIGH QUALITY MENTAL HEALTH SERVICES, SUCH AS PLAY THERAPY; BEHAVIORAL HEALTH COUNSELING; INDIVIDUAL, FAMILY, AND MARRIAGE COUNSELING; AND PARENTING CLASSES.3. SCHOOL AND COMMUNITY BASED SERVICES: PROVIDING COUNSELING AND WRAPAROUND SERVICES IN THE HOME, SCHOOL, AND COMMUNITIES WITH A FOCUS ON JUVENILE JUSTICE ISSUES.4. EARLY LEARNING CENTER: A FAMILY-CENTERED EARLY LEARNING ENVIRONMENT FOR 6 WEEK OLD TO 5 YEAR OLDS, OFFERING A CONSCIOUS DISCIPLINE MODEL TO DEVELOP SOCIAL EMOTIONAL LEARNING.5. MARTY LEONARD COMMUNITY CHAPEL: LOCATED ON OUR CAMPUS TO PROVIDE AN UPLIFTING ENVIRONMENT THAT INSPIRES PEOPLE TO THINK THEIR HIGHEST AND BEST THOUGHTS. 839597 1 0 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X TODD TUDOR 8172552514 3200 SANGUINET STREET FORT WORTH TX 76107 X KEVIN AVONDET DIRECTOR 1.00 X 0 0 0 DAN BERCE DIRECTOR 1.00 X 0 0 0 JACK RATTIKIN DIRECTOR 1.00 X 0 0 0 BETH RIVERS DIRECTOR 1.00 X 0 0 0 FROSTY TEMPEL DIRECTOR 1.00 X 0 0 0 ALEX ARMSTRONG DIRECTOR 1.00 X 0 0 0 STEWART HENDERSON PRESIDENT 1.00 X X 0 0 0 DAN FEEHAN VICE PRESIDENT 1.00 X X 0 0 0 VERN SPURLOCK SECRETARY 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 1375 1375 709694 709694 228745 228745 10363488 9404760 958728 958728 958728 MISCELLANEOUS REVENUE 990009 8 8 8 1898550 0 0 1897175 839597 839597 18523 18523 3800 3800 7468 7468 OTHER EXPENSES 2539 2539 871927 839597 32330 0 8090 81569 381404 381404 381404 41190226 46285580 23418 23990 41603138 46772543 630 0 185594 212872 186224 212872 X 37800070 42513885 3616844 4045786 41416914 46559671 41603138 46772543 1026623 4116134 0 X X 0 1 X 1 0 X X 1 LENA POPE HOME INC 756003583 7 1 839597 0 1 839597 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 3616844 531592 102650 4045786 4284726 -633327 34555 3616844 3658855 625871 4284726 3148748 510107 3658855 2624411 524337 3148748 0.26094 0.73906 0 0 381404 381404 381404 INVESTMENT IN LKCM CUSTODIAL 7443879 F INVESTMENT IN LKCM OIAA 730047 F INVESTMENT IN WEDGE 7184412 F INVESTMENT IN MUTUAL FUNDS 29597201 F INVESTMENT IN HEDGE FUNDS 497157 F INVESTMENT IN STEPSTONE PRIVATE MARKET 832884 F 46285580 DUE TO RELATED PARTY 212872 212872 X 6014684 4116134 4116134 1898550 0 1898550 871927 0 871927 0 871927 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. THE FOUNDATION RECOGNIZES IN ITS CONSOLIDATED FINANCIAL STATEMENTS THE FINANCIAL EFFECT OF A TAX POSITION, IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY APPEALS OR LITIGATION PROCESSES, BASED UPON THE TECHNICAL MERITS OF THE POSITION. TAX POSITIONS TAKEN RELATED TO THE FOUNDATION'S TAX EXEMPT STATUS FOR FEDERAL TAX PURPOSES AND STATE FILING REQUIREMENTS HAVE BEEN REVIEWED, AND MANAGEMENT IS OF THE OPINION THAT MATERIAL POSITIONS TAKEN BY THE FOUNDATION WOULD MORE LIKELY THAN NOT BE SUSTAINED BY EXAMINATION. ACCORDINGLY, THE FOUNDATION HAS NOT RECORDED AN INCOME TAX LIABILITY FOR UNCERTAIN TAX BENEFITS. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 497157 0 0 0 0 0 0 497157 0 497157 0 0 1 0 1 0 1 LENA POPE HOME INC 3200 SANGUINET STREET FORT WORTH TX 76107 756003583 501(C)(3) 839597 0 PROGRAM SUPPORT 1 PART I, LINE 2: LENA POPE FOUNDATION WAS ORGANIZED EXCLUSIVELY FOR THE BENEFIT OF LENA POPE HOME, INC. GRANTS ARE MADE TO THIS ORGANIZATION AS A RESULT OF SAID RELATIONSHIP. LENA POPE HOME PROVIDES ONGOING REPORTING OF THEIR OPERATIONS AND THE BENEFITS OF THOSE FUNDS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 AND CORRESPONDING SCHEDULES ARE PREPARED BY THE WEAVER TAX DEPARTMENT. WEAVER AND TIDWELL, LLP IS THE INDEPENDENT ACCOUNTING FIRM THAT ISSUES THE AUDIT REPORT. THE FORMS ARE THEN REVIEWED BY THE LENA POPE HOME'S CFO. UPON THE CFO'S APPROVAL, THE FORM AND CORRESPONDING SCHEDULES ARE MADE AVAILABLE TO ALL BOARD MEMBERS. UPON THEIR REVIEW AND APPROVAL, THE DOCUMENT IS SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. ANNUALLY, THE CONFLICT OF INTEREST DISCLOSURE FORM IS COMPLETED BY THE BOARD OF DIRECTORS. THROUGHOUT THE YEAR, ANY POSSIBLE CONFLICT OF INTEREST SITUATIONS ARE ASSESSED AND REVIEWED TO ENSURE COMPLIANCE. FORM 990, PART VI, SECTION C, LINE 19 IF THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND/OR FINANCIAL STATEMENTS ARE REQUESTED BY THE PUBLIC, THEN THE BOARD WOULD CONSIDER THE REQUEST AND SHARE ACCORDINGLY. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S BOARD OF DIRECTORS ASSUME RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS, INCLUDING THE SELECTION OF THE INDEPENDENT ACCOUNTANTS. NEITHER PROCESS HAS CHANGED SINCE LAST YEAR LENA POPE HOME INC 3200 SANGUINET STREET FORT WORTH TX 76107 756003583 SOCIAL SERVICES TX 501(C)(3) LINE 7 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LENA POPE HOME INC B 839597 CASH