J TOM EADY CHARITABLE TR: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- J TOM EADY CHARITABLE TR (EIN 75-6604134)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-02-29
- IRS object ID
- 202430609349100318
- Schema version
- 2023v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-29T15:29:49-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752253424 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSON MARX & BOHL PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 119 N MAIN ST | AddressLine1Txt |
| City | CORSICANA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756604134 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J TOM EADY CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JTOM | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 624 | AddressLine1Txt |
| City | CORSICANA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75151 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COMMUNITY NATIONAL BANK TRUST | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2024-02-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | COMMUNITY | PersonFirstNm |
| Person Last | NATIONAL BANK TRUST | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK MARX III | PreparerPersonNm |
| PTIN | P00475693 | PTIN |
| Phone | 9038722571 | PhoneNum |
| Preparation | 2024-02-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,057,394 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $268,784 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $268,784 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $339,951 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,088,274 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $339,951 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $25 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $25 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $608,760 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $608,760 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $56,992 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $51,293 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,699 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,125 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $12,086 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,086 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $70,328 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,504 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,824 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $558,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $558,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $629,228 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,504 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $565,724 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,468 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $545,256 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $31,232 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,324 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,324 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $12,840 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $10,640 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $10,640 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $2,367,157 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,838,621 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,577,955 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,452,664 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,236,469 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,422,600 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,149,811 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,823,182 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,527,997 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $437,121 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $482,121 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $478,878 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,450,825 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,430,357 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,057,394 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $8,450,825 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,430,357 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,450,825 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,430,357 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,450,825 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,430,357 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,450,825 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,468 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,430,357 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,430,357 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| STANDARD & POORS MIDCAP | P | $27,273 | $8,813 | $18,460 | $18,460 | ||
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | P | $24,889 | $23,084 | $1,805 | $1,805 | ||
| NVIDIA | P | $20,960 | $7,452 | $13,508 | $13,508 | ||
| NVIDIA | P | $25,112 | $3,194 | $21,918 | $21,918 | ||
| MORGAN STANLEY BANK CD | P | $100,000 | $100,000 | ||||
| GOLDMANS SACHS BANK CD | P | $50,000 | $50,000 | ||||
| GOLDMAN SACHS GROUP BDS | P | $70,000 | $67,361 | $2,639 | $2,639 | ||
| ISHARES BIOTECHNOLOGY ETF | P | $17,895 | $14,622 | $3,273 | $3,273 | ||
| JP MORGAN CHASE BDS | P | $100,000 | $101,234 | -$1,234 | -$1,234 | ||
| ISHARES BIOTECHNOLOGY ETF | P | $19,685 | $20,169 | -$484 | -$484 | 2015-07-07 | 2023-11-15 |
| VANGUARD HIGH YIELD FUND | P | $34,095 | $39,049 | -$4,954 | -$4,954 | ||
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | P | $43,790 | $40,012 | $3,778 | $3,778 | 2013-05-22 | 2023-11-30 |
| VANGUARD HIGH YIELD FUND | P | $15,905 | $18,216 | -$2,311 | -$2,311 | ||
| SELECT SECTOR SPDR TECHNOLOGY | P | $29,442 | $3,357 | $26,085 | $26,085 | 2010-06-08 | 2023-11-30 |
| NVIDIA | P | $40,362 | $7,984 | $32,378 | $32,378 | ||
| STRYKER | P | $19,148 | $10,641 | $8,507 | $8,507 | 2019-01-16 | 2023-11-30 |
| NVIDIA | P | $77,331 | $10,645 | $66,686 | $66,686 | ||
| STRYKER | P | $10,311 | $6,404 | $3,907 | $3,907 | 2019-05-31 | 2023-11-30 |
| AMERICAN EXPRESS NATL BANK CD | P | $50,000 | $50,000 | ||||
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | P | $49,882 | $46,168 | $3,714 | $3,714 | ||
| APPLE | P | $29,965 | $2,599 | $27,366 | $27,366 | ||
| NVIDIA | P | $101,445 | $12,774 | $88,671 | $88,671 | ||
| SELECT SECTOR SPDR TECH | P | $30,784 | $3,776 | $27,008 | $27,008 | ||
| ORACLE CORP BDS | P | $100,000 | $100,769 | -$769 | -$769 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $339,951 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $298,158 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,579 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,579 | SubtotalAmt |
| Tax Based On Investment Income | $7,579 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,640 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,640 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,061 | OverpaymentAmt |
| Applied To ES Tax | $3,061 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY NATIONAL BANK & TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9036544500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 624 | AddressLine1Txt |
| City | CORSCIANA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY NATIONAL BANK & TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 624 | AddressLine1Txt |
| City | CORSICANA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75151 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 8.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $56,992 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,418,114 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $70,313 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,820 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,496,247 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $11,496,247 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $172,444 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,323,803 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $566,190 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $566,190 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,579 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,579 | TotalTaxAmt |
| Distributable Before Adj | $558,611 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $558,611 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $558,611 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $565,724 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $565,724 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $558,611 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $559,219 | UndistributedIncomePYAmt |
| Qualifying Distributions | $565,724 | QualifyingDistributionsAmt |
| Applied To Year1 | $559,219 | AppliedToYear1Amt |
| Applied To Current Year | $6,505 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $552,106 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAROD GORDON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | COMMUNITY NATIONAL BANK TRUST | AddressLine1Txt |
| Address Line2 | PO BOX 624 | AddressLine2Txt |
| City | CORSICANA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75151 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9036544500 | RecipientPhoneNum |
| Form And Info And Materials | INCLUDE NAME OF ORGANIZATION, PURPOSE FOR REQUESTED FUNDS, COPY OF IRS DETERMINATION LETTER. FOR SCHLORASHIPS, SEE APPLICATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE FOR SCHOLARSHIPS, SEE ATTACHED. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|---|
| ALEJANDRO TAMEZ | |||||||
| 121 SE CR 3124 | CORSICANA | TX | 75109 | NONE | SCHOLARSHIP | $2,500 | |
| FAUSTINO RODRIQUEZ | |||||||
| 4520 FM 3096 | KERENS | TX | 75144 | NONE | SCHOLARSHIP | $5,000 | |
| GENTRY ROGERS | |||||||
| 602 E TOWER ST | FROST | TX | 76641 | NONE | SCHOLARSHIP | $2,500 | |
| KAMRYN BROWN | |||||||
| 3054 NW CR 1030 | CORSICANA | TX | 75110 | NONE | SCHOLARSHIP | $5,000 | |
| SHAHRUKH AHMED | |||||||
| 3024 VIEW LANE | CORSICANA | TX | 75110 | NONE | SCHOLARSHIP | $5,000 | |
| LIZETH FARELAS | |||||||
| 1532 W 5TH AVE | CORSICANA | TX | 75110 | NONE | SCHOLARSHIP | $2,500 | |
| JOANNA RUIZ | |||||||
| 200 NW CR 185 | RICE | TX | 75115 | NONE | SCHOLARSHIP | $2,500 | |
| ABIGAL HUITT | |||||||
| 5900 SE CR | CORSICANA | TX | 75109 | NONE | SCHOLARSHIP | $5,000 | |
| NAYELI LARA | |||||||
| 702 SOUTH 15TH STREET | CORSICANA | TX | 75110 | NONE | SCHOLARSHIP | $2,500 | |
| MAJOR RIDDLE | |||||||
| 402 SE CR 2240 | CORSICANA | TX | 75109 | NONE | SCHOLARSHIP | $2,500 | |
| COURTNEY BOTKIN | |||||||
| 3043 NW COUNTY ROAD 1030 | CORSICANA | TX | 75110 | NONE | SCHOLARSHIP | $5,000 | |
| LESLI GARCIA | |||||||
| 113 NORTH 29TH STREET | KERENS | TX | 75110 | NONE | SCHOLARSHIP | $2,500 | |
| YESENIA GARCIA | |||||||
| 17052 NE COUNTY ROAD 340 | PURDON | TX | 75144 | NONE | SCHOLARSHIP | $5,000 | |
| EMMA HADEN | |||||||
| 1470 NW COUNTY ROAD 3020 | CORSICANA | TX | 76679 | NONE | SCHOLARSHIP | $5,000 | |
| EMILY GRAY | |||||||
| PO BOX 138 | RICE | TX | 75155 | NONE | SCHOLARSHIP | $5,000 | |
| EMMA CARPENTER | |||||||
| 1604 WOODCREST AVE | CORSICANA | TX | 75110 | NONE | SCHOLARSHIP | $2,500 | |
| KAILEY KINKADE | |||||||
| 2205 LOVE STREET | CORSICANA | TX | 75110 | NONE | SCHOLARSHIP | $2,500 | |
| RYLIE HAWKINS | |||||||
| PO BOX 1 | DAWSON | TX | 76639 | NONE | SCHOLARSHIP | $2,500 | |
| ADAN SARDINA | |||||||
| 1400 ANN ARBOR DRIVE | CORSICANA | TX | 75110 | NONE | SCHOLARSHIP | $2,500 | |
| CORSICANA YMCA | |||||||
| 400 WEST OAKLAWN | CORSICANA | TX | 75110 | NONE | CHARITABLE OPERATIONS | $80,000 | EXEMPT |
| CITY OF CORSICANA | |||||||
| 200 NORTH 12TH | CORSICANA | TX | 75110 | NONE | CHARITABLE & CAPITAL | $29,570 | EXEMPT |
| UNITED WAY OF NAVARRO COUNTY | |||||||
| 115 NORTH MAIN | CORSICANA | TX | 75110 | NONE | CHARITABLE OPERATIONS | $45,000 | EXEMPT |
| NAVARRO COUNCIL OF THE ARTS | |||||||
| PO BOX 683 | CORSICANA | TX | 75151 | NONE | CHARITABLE OPERATIONS | $30,000 | EXEMPT |
| CIRCLE TEN COUNCIL - BOY SCOUTS | |||||||
| PO BOX 35726 | DALLAS | TX | 75235 | NONE | CHARITABLE OPERATIONS | $3,000 | EXEMPT |
| FIRST UNITED METHODIST CHURCH | |||||||
| 320 N 15TH STREET | CORSICANA | TX | 75110 | NONE | CAPITAL IMPROVEMENTS | $58,800 | EXEMPT |
| UCF WESLEY FOUNDATION | |||||||
| 3301 W 7TH AVE | CORSICANA | TX | 75110 | NONE | CHARITABLE OPERATIONS | $24,000 | EXEMPT |
| BOYS AND GIRLS CLUB OF GREATER DALL | |||||||
| 4816 WORTH STREET | DALLAS | TX | 75110 | NONE | CHARITABLE OPERATIONS | $25,000 | EXEMPT |
| PALACE THEATRE | |||||||
| 112 WEST 6TH AVE | CORSICANA | TX | 75110 | NONE | CHARITABLE OPERATIONS | $25,000 | EXEMPT |
| COMPASSION CORSICANA | |||||||
| 111 E 1ST AVE | CORSICANA | TX | 75110 | NONE | CHARITABLE OPERATIONS | $20,000 | EXEMPT |
| CORSICANA STATE ORPHANS HOME ASSOC | |||||||
| 1818 MAPLEWOOD AVE | CORSICANA | TX | 75110 | NONE | CHARITABLE OPERATIONS | $2,500 | EXEMPT |
| MARY PETERSON CHILD CARE CENTER | |||||||
| 1103 EAST COLLIN ST | CORSICANA | TX | 75110 | NONE | CHARITABLE OPERATIONS | $22,530 | EXEMPT |
| SALVATION ARMY | |||||||
| 212 EAST 1ST AVE | CORSICANA | TX | 75110 | NONE | CHARITABLE OPERATIONS | $14,900 | EXEMPT |
| WAREHOUSE LIVING ARTS CENTER | |||||||
| 119 WEST 6TH AVE | CORSICANA | TX | 75110 | NONE | CHARITABLE OPERATIONS | $14,000 | EXEMPT |
| COYOTE SQUADRON OF CORSICANA | |||||||
| 9000 NAVARRO BLDG 11-A | CORSICANA | TX | 75109 | NONE | CHARITABLE OPERATIONS | $3,000 | EXEMPT |
| HOPE CENTER | |||||||
| 2124 E STATE HWY 22 | CORSICANA | TX | 75110 | NONE | CHARITABLE OPERATIONS | $20,000 | EXEMPT |
| CORSICANA AREA CHAMBER FOUNDATION | |||||||
| 120 N 12TH ST | CORSICANA | TX | 75110 | NONE | CHARITABLE OPERATIONS | $1,600 | EXEMPT |
| CORSICANA ISD EDUCATION FOUNDATION | |||||||
| 2200 W 4TH AVE | CORSICANA | TX | 75110 | NONE | CHARITABLE OPERATIONS | $5,000 | EXEMPT |
| HUMANE SOCIETY OF NAVARRO COUNTY | |||||||
| 1139 W 7TH AVE | CORSICANA | TX | 75110 | NONE | CHARITABLE OPERATIONS | $10,000 | EXEMPT |
| VOICE | |||||||
| 107 W 5TH AVE | CORSICANA | TX | 75110 | NONE | CHARITABLE OPERATIONS | $35,000 | EXEMPT |
| NORTHSIDE BAPTIST CHURCH | |||||||
| 2800 N BEATON STREET | CORSICANA | TX | 75110 | NONE | CHARITABLE OPERATIONS | $12,500 | EXEMPT |
| VITA | |||||||
| 120 N 12TH STREET | CORSICANA | TX | 75110 | NONE | CHARITABLE OPERATIONS | $6,000 | EXEMPT |
| MARTIN LUTHER KING CENTER | |||||||
| 1114 E 5TH AVE | CORSICANA | TX | 75110 | NONE | CAPTIAL IMPROVEMENTS | $4,000 | EXEMPT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $558,900 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $268,784 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $25 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $339,951 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $608,760 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $608,760 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,250 | Amt |
| Net Investment Income | $125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,125 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEE ATTACHED SCHEDULE | $1,566,398 | $1,294,547 |
| VANGUARD HIGH YIELD CORP F | $256,784 | $233,450 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED SCHEDULE-COMMON STOCK | StockNm |
| EOY Book Value | $3,236,469 | EOYBookValueAmt |
| EOYFMV | $7,422,600 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CERTIFICATES OF DEPOSITS | AT COST | $440,000 | $436,424 |
| LLANO TEXAS ISD BDS | AT COST | $39,621 | $39,954 |
| NON PRODUCING MINERAL INTEREST | AT COST | $1,797 | $1,797 |
| MINERAL INTERESTS | AT COST | $703 | $703 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OIL & GAS ROYALTIES | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $25 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PRODUCTION TAXES - ROYALTIES | $2 | $2 |
| FOREIGN TAXES ON DIVIDENDS | $1,475 | $1,475 |
| 990PF | $10,609 | $10,609 |