BEHMANN BROTHERS FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BEHMANN BROTHERS FOUNDATION (EIN 74-2146739)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2024-04-01
- IRS object ID
- 202400929349100410
- Schema version
- 2021v4.2
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-01T10:51:08-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742588072 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIELDS NEMEC & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 23067 | AddressLine1Txt |
| City | CORPUS CHRISTI | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 784033067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742146739 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEHMANN BROTHERS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEHM | BusinessNameControlTxt |
| Phone | 3614384543 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 271486 | AddressLine1Txt |
| City | CORPUS CHRISTI | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78427 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES L KOSAREK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3614381589 | PhoneNum |
| Signature | 2024-03-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLES | PersonFirstNm |
| Person Last | KOSAREK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RUDY STURGEON CPA | PreparerPersonNm |
| PTIN | P00009174 | PTIN |
| Phone | 3618837475 | PhoneNum |
| Preparation | 2024-03-27 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,873,032 | 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 | $46,062 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,062 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $44,773 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $44,773 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $35,131 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $580,928 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,127,090 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $580,928 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $671,763 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $671,763 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,800 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $29,025 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $11,775 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,190 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,190 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,229 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,229 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,219 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,478 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $741 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $183 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,510 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $250 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,260 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,967 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,750 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,217 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $79,798 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,922 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,693 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $355,290 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $355,290 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $435,088 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,922 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $381,983 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $236,675 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $618,841 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $32,125 | CashBOYAmt |
| Cash EOY | $51,640 | CashEOYAmt |
| Cash EOYFMV | $51,640 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,023 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,668 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,668 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,746,237 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,956,208 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,627,562 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,150,736 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,313 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,149,607 | LandBOYAmt |
| Land EOY | $1,149,423 | LandEOYAmt |
| Land EOYFMV | $2,184,162 | LandEOYFMVAmt |
| Other Assets BOY | $141,198 | OtherAssetsBOYAmt |
| Other Assets EOY | $141,198 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,071,190 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,308,137 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,873,032 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $272 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $272 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,926,379 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,163,054 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $4,144,811 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $4,144,811 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,071,190 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,307,865 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,071,190 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,308,137 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,071,190 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $236,675 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,307,865 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,307,865 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (84 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 122.088 AB HIGH INCOME FUND CL ADVISOR #01859M409 | P | 2021-10-21 | $977 | $968 | $9 | $9 | |
| 319.648 AMERICAN MUTUAL FUND INC CLASS A #XXX-XX-XXXX | P | 2022-03-18 | $16,759 | $16,440 | $319 | $319 | |
| 564.453 COLUMBIA GBL TECHNOLOGY GROWTH FUND CL INSTITUTIONAL #19765P489 | P | 2021-09-14 | $40,415 | $29,515 | $10,900 | $10,900 | |
| 1,173.248 DELAWARE HEALTHCARE FD INSTL CL #24610E408 | P | 2021-09-14 | $33,590 | $33,178 | $412 | $412 | |
| 718.258 FUNDVANTAGE TR POLEN GROWTH FD INSTL CL #XXX-XX-XXXX | P | 2021-07-08 | $38,764 | $30,318 | $8,446 | $8,446 | |
| 10.471 GROWTH FUND OF AMERICA (THE) CLASS A #XXX-XX-XXXX | P | 2022-03-18 | $684 | $751 | -$67 | -$67 | 2021-12-20 |
| 292.70 INVESTMENT CO AMER CLASS A #XXX-XX-XXXX | P | 2022-03-18 | $14,234 | $14,550 | -$316 | -$316 | |
| 78.827 AB HIGH INCOME FUND CL ADVISOR #01859M409 | P | 2021-08-02 | $637 | $521 | $116 | $116 | 2020-04-01 |
| 114.269 AB HIGH INCOME FUND CL ADVISOR #01859M409 | P | 2021-10-21 | $914 | $906 | $8 | $8 | 2019-02-01 |
| 1,149.502 AMCAP FUND CLASS A #XXX-XX-XXXX | P | 2022-03-18 | $45,865 | $44,202 | $1,663 | $1,663 | |
| 636.698 AMERICAN MUTUAL FUND INC CLASS A #XXX-XX-XXXX | P | 2022-03-18 | $33,382 | $26,768 | $6,614 | $6,614 | |
| 1,751.359 COLUMBIA GBL TECHNOLOGY GROWTH FUND CL INSTITUTIONAL #19765P489 | P | 2021-09-14 | $125,397 | $59,262 | $66,135 | $66,135 | |
| 255,000 CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 | P | 2021-07-25 | $1 | -$1 | -$1 | 2011-06-23 | |
| CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 | P | 2021-07-25 | $71 | $67 | $4 | $4 | 2011-06-23 |
| 255,000 CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 | P | 2021-08-25 | $1 | -$1 | -$1 | 2011-06-23 | |
| CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 | P | 2021-08-25 | $92 | $87 | $5 | $5 | 2011-06-23 |
| 255,000 CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 | P | 2021-09-25 | $0 | $0 | 2011-06-23 | ||
| CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 | P | 2021-09-25 | $54 | $51 | $3 | $3 | 2011-06-23 |
| 255,000 CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 | P | 2021-10-25 | $3 | $3 | $3 | 2011-06-23 | |
| CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 | P | 2021-10-25 | $62 | $59 | $3 | $3 | 2011-06-23 |
| 255,000 CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 | P | 2021-11-25 | $0 | $0 | 2011-06-23 | ||
| CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 | P | 2021-11-25 | $40 | $38 | $2 | $2 | 2011-06-23 |
| 255,000 CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 | P | 2021-12-25 | $1 | -$1 | -$1 | 2011-06-23 | |
| CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 | P | 2021-12-25 | $55 | $52 | $3 | $3 | 2011-06-23 |
| 255,000 CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 | P | 2022-01-25 | $2 | $2 | $2 | 2011-06-23 | |
| CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 | P | 2022-01-25 | $30 | $29 | $1 | $1 | 2011-06-23 |
| 255,000 CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 | P | 2022-02-25 | $1 | $1 | $1 | 2011-06-23 | |
| CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 | P | 2022-02-25 | $35 | $33 | $2 | $2 | 2011-06-23 |
| 255,000 CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 | P | 2022-03-25 | $0 | $0 | 2011-06-23 | ||
| CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 | P | 2022-03-25 | $48 | $45 | $3 | $3 | 2011-06-23 |
| 255,000 CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 | P | 2022-04-25 | $1 | $1 | $1 | 2011-06-23 | |
| CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 | P | 2022-04-25 | $34 | $32 | $2 | $2 | 2011-06-23 |
| 255,000 CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 | P | 2022-05-25 | $5 | -$5 | -$5 | 2011-06-23 | |
| CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 | P | 2022-05-25 | $43 | $41 | $2 | $2 | 2011-06-23 |
| 255,000 CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 | P | 2022-06-25 | $0 | $0 | 2011-06-23 | ||
| CWALT INC SERIES 2005-46CB CL A-8 #12667G7B3 | P | 2022-06-25 | $22 | $21 | $1 | $1 | 2011-06-23 |
| 2,075.58 DELAWARE HEALTHCARE FD INSTL CL #24610E408 | P | 2021-09-14 | $59,409 | $50,743 | $8,666 | $8,666 | |
| 893.865 FUNDVANTAGE TR POLEN GROWTH FD INSTL CL #XXX-XX-XXXX | P | 2021-07-08 | $48,242 | $21,585 | $26,657 | $26,657 | |
| GNMA PASS THRU POOL #002867M #36202DFG1 | P | 2021-07-20 | $3 | $2 | $1 | $1 | 2000-01-27 |
| GNMA PASS THRU POOL #002867M #36202DFG1 | P | 2021-08-20 | $3 | $3 | $0 | $0 | 2000-01-27 |
| GNMA PASS THRU POOL #002867M #36202DFG1 | P | 2021-09-20 | $2 | $2 | $0 | $0 | 2000-01-27 |
| GNMA PASS THRU POOL #002867M #36202DFG1 | P | 2021-10-20 | $2 | $2 | $0 | $0 | 2000-01-27 |
| GNMA PASS THRU POOL #002867M #36202DFG1 | P | 2021-11-22 | $2 | $2 | $0 | $0 | 2000-01-27 |
| GNMA PASS THRU POOL #002867M #36202DFG1 | P | 2021-12-20 | $1 | $1 | $0 | $0 | 2000-01-27 |
| GNMA PASS THRU POOL #002867M #36202DFG1 | P | 2022-01-20 | $1 | $1 | $0 | $0 | 2000-01-27 |
| GNMA PASS THRU POOL #002867M #36202DFG1 | P | 2022-02-22 | $1 | $1 | $0 | $0 | 2000-01-27 |
| GNMA PASS THRU POOL #002867M #36202DFG1 | P | 2022-03-21 | $1 | $1 | $0 | $0 | 2000-01-27 |
| GNMA PASS THRU POOL #002867M #36202DFG1 | P | 2022-04-20 | $1 | $1 | $0 | $0 | 2000-01-27 |
| GNMA PASS THRU POOL #002867M #36202DFG1 | P | 2022-05-20 | $1 | $1 | $0 | $0 | 2000-01-27 |
| GNMA PASS THRU POOL #002867M #36202DFG1 | P | 2022-06-21 | $5 | $5 | $0 | $0 | 2000-01-27 |
| GNMA PASS THRU POOL #002971M #36202DJQ5 | P | 2021-07-20 | $1 | $1 | $0 | $0 | 2000-09-26 |
| GNMA PASS THRU POOL #002971M #36202DJQ5 | P | 2021-08-20 | $1 | $1 | $0 | $0 | 2000-09-26 |
| GNMA PASS THRU POOL #002971M #36202DJQ5 | P | 2021-09-20 | $1 | $1 | $0 | $0 | 2000-09-26 |
| GNMA PASS THRU POOL #002971M #36202DJQ5 | P | 2021-10-20 | $1 | $1 | $0 | $0 | 2000-09-26 |
| GNMA PASS THRU POOL #002971M #36202DJQ5 | P | 2021-11-22 | $1 | $1 | $0 | $0 | 2000-09-26 |
| GNMA PASS THRU POOL #002971M #36202DJQ5 | P | 2021-12-20 | $1 | $1 | $0 | $0 | 2000-09-26 |
| GNMA PASS THRU POOL #002971M #36202DJQ5 | P | 2022-01-20 | $1 | $1 | $0 | $0 | 2000-09-26 |
| GNMA PASS THRU POOL #002971M #36202DJQ5 | P | 2022-02-22 | $1 | $1 | $0 | $0 | 2000-09-26 |
| GNMA PASS THRU POOL #002971M #36202DJQ5 | P | 2022-03-21 | $5 | $5 | $0 | $0 | 2000-09-26 |
| GNMA PASS THRU POOL #002971M #36202DJQ5 | P | 2022-04-20 | $3 | $3 | $0 | $0 | 2000-09-26 |
| GNMA PASS THRU POOL #002971M #36202DJQ5 | P | 2022-05-20 | $1 | $1 | $0 | $0 | 2000-09-26 |
| GNMA PASS THRU POOL #002971M #36202DJQ5 | P | 2022-06-21 | $5 | $5 | $0 | $0 | 2000-09-26 |
| GNMA PASS THRU POOL #352835X BANCBOSTON MORTGAGE CORPORA #36203L4U3 | P | 2021-07-15 | $1 | $1 | $1 | 2008-05-15 | |
| GNMA PASS THRU POOL #352835X BANCBOSTON MORTGAGE CORPORA #36203L4U3 | P | 2021-08-16 | $1 | $1 | $1 | 2008-05-15 | |
| GNMA PASS THRU POOL #352835X BANCBOSTON MORTGAGE CORPORA #36203L4U3 | P | 2021-09-15 | $1 | $1 | $1 | 2008-05-15 | |
| GNMA PASS THRU POOL #352835X BANCBOSTON MORTGAGE CORPORA #36203L4U3 | P | 2021-10-15 | $1 | $1 | $1 | 2008-05-15 | |
| GNMA PASS THRU POOL #352835X BANCBOSTON MORTGAGE CORPORA #36203L4U3 | P | 2021-11-15 | $1 | $1 | $1 | 2008-05-15 | |
| GNMA PASS THRU POOL #352835X BANCBOSTON MORTGAGE CORPORA #36203L4U3 | P | 2021-12-15 | $1 | $1 | $1 | 2008-05-15 | |
| GNMA PASS THRU POOL #352835X BANCBOSTON MORTGAGE CORPORA #36203L4U3 | P | 2022-01-18 | $1 | $1 | $1 | 2008-05-15 | |
| GNMA PASS THRU POOL #352835X BANCBOSTON MORTGAGE CORPORA #36203L4U3 | P | 2022-02-15 | $2 | $2 | $2 | 2008-05-15 | |
| GNMA PASS THRU POOL #352835X BANCBOSTON MORTGAGE CORPORA #36203L4U3 | P | 2022-03-15 | $1 | $1 | $1 | 2008-05-15 | |
| GNMA PASS THRU POOL #352835X BANCBOSTON MORTGAGE CORPORA #36203L4U3 | P | 2022-04-18 | $1 | $1 | $1 | 2008-05-15 | |
| GNMA PASS THRU POOL #352835X BANCBOSTON MORTGAGE CORPORA #36203L4U3 | P | 2022-05-16 | $1 | $1 | $1 | 2008-05-15 | |
| GNMA PASS THRU POOL #352835X BANCBOSTON MORTGAGE CORPORA #36203L4U3 | P | 2022-06-15 | $1 | $1 | $1 | 2008-05-15 | |
| 973.025 GROWTH FUND OF AMERICA (THE) CLASS A #XXX-XX-XXXX | P | 2022-03-18 | $63,529 | $55,384 | $8,145 | $8,145 | |
| 292.7 INVESTMENT CO AMER CLASS A #XXX-XX-XXXX | P | 2022-03-18 | $26,635 | $21,115 | $5,520 | $5,520 | |
| 400 KINETICS PARADIGM FD INSTL CL #XXX-XX-XXXX | P | 2022-03-18 | $30,120 | $21,860 | $8,260 | $8,260 | 2018-05-25 |
| 604.741 KINETICS PARADIGM FD INSTL CL #XXX-XX-XXXX | P | 2022-06-08 | $50,000 | $14,760 | $35,240 | $35,240 | 2008-07-23 |
| 38 SPDR S&P 500 ETF TRUST | P | 2022-03-18 | $16,667 | $10,374 | $6,293 | $6,293 | 2018-06-29 |
| 172 VANGUARD INDEX FUNDS VANGUARD VALUE ETF | P | 2022-03-18 | $25,171 | $16,538 | $8,633 | $8,633 | 2017-04-25 |
| 26 VANGUARD INTERMEDIATE TERM CORPORATE BOND ETF #92206C870 | P | 2021-09-15 | $2,486 | $2,190 | $296 | $296 | 2018-08-24 |
| 624 VANGUARD INTERMEDIATE TERM CORPORATE BOND ETF #92206C870 | P | 2022-03-18 | $54,001 | $52,553 | $1,448 | $1,448 | 2018-08-24 |
| 1,108 WCM FOCUSED INTERNATIONAL GROWTH CL INSTITUTIONAL #XXX-XX-XXXX | P | 2022-03-18 | $25,484 | $21,074 | $4,410 | $4,410 | 2020-01-30 |
| CAPITAL GAINS DIVIDENDS | P | $373,077 | $373,077 | $373,077 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $580,928 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,602 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,602 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,602 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,690 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,190 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,588 | OverpaymentAmt |
| Applied To ES Tax | $2,588 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BEHMANNBROTHERSFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | CHARLES L KOSAREK | IndividualWithBooksNm |
| Phone | 3614384543 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 271486 | AddressLine1Txt |
| City | CORPUS CHRISTI | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78427 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHARLES L KOSAREK JR | ||||||||
| 2952 FM 70 | SANDIA | TX | 78383 | PRESIDENT | 20.00 | $37,200 | $0 | $0 |
| JOHN LLOYD BLUNTZER | ||||||||
| ROUTE 1 BOX 132 | CORPUS CHRISTI | TX | 78380 | DIRECTOR | 0.00 | $300 | $0 | $0 |
| WILLIE J KOSAREK | ||||||||
| 5151 FLYNN PARKWAY 604 | CORPUS CHRISTI | TX | 78411 | TREASURER | 0.00 | $300 | $0 | $0 |
| T MARK ANDERSON | ||||||||
| 341 UNIVERSITY PLACE | CORPUS CHRISTI | TX | 78412 | DIRECTOR | 0.00 | $300 | $0 | $0 |
| NANCY LINDELL | ||||||||
| 5384 LAKE CHELEN DRIVE | FT WORTH | TX | 76137 | DIRECTOR | 0.00 | $300 | $0 | $0 |
| SHERRY KOSAREK | ||||||||
| 2952 FM 70 | SANDIA | TX | 78383 | DIRECTOR | 0.00 | $300 | $0 | $0 |
| DANIEL BLUNTZER | ||||||||
| PO BOX 1188 | ROBSTOWN | TX | 78380 | DIRECTOR | 0.00 | $300 | $0 | $0 |
| SHERRY KOSAREK | ||||||||
| 2952 FM 70 | SANDIA | TX | 78383 | VICE PRESIDENT | 5.00 | $1,500 | $0 | $0 |
| CHARLES L KOSAREK JR | ||||||||
| 2952 FM 70 | SANDIA | TX | 78383 | DIRECTOR | 0.00 | $300 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,980,370 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $129,194 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,184,162 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,293,726 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,293,726 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $124,406 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,169,320 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $408,466 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $408,466 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,602 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,602 | TotalTaxAmt |
| Distributable Before Adj | $399,864 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $399,864 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $399,864 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $381,983 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $381,983 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $399,864 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $15,226 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $381,983 | QualifyingDistributionsAmt |
| Applied To Year1 | $15,226 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $366,757 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $33,107 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHARLES L KOSAREK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 271486 | AddressLine1Txt |
| City | CORPUS CHRISTI | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 784271486 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3614384543 | RecipientPhoneNum |
| Recipient Email Address | BEHMANBROTHERSFOUNDATION@MSN.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | SPECIAL GRANT REQUEST FORM CAN BE OBTAINED FROM WEBSITE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MAY 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS MUST BE LOCATED IN THE TEXAS COUNTIES OF NUECES,ARANSAS,BEE,JIM WELLS,KLEBERG,LIVE OAK, REFUGIO AND SAN PATRICIO | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (73 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALLIE'S HAVEN ANIMAL RESCUE | ||||||||
| PO BOX 151731 | FORT WORTH | TX | 76108 | NONE | PUBLIC | DONATION | $6,500 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 500 NORTH SHORELINE SUITE 203 NORTH | CORPUS CHRISTI | TX | 78401 | NONE | PUBLIC | COASTAL BEND HEART WALK 2022 | $1,000 | |
| AMERICAN RED CROSS | ||||||||
| 2700 SOUTHWEST FREEWAY | HOUSTON | TX | 77098 | NONE | PUBLIC | DISASTER RELIEF PROGRAM | $1,000 | |
| ANNAPOLIS CHRISTIAN ACADEMY | ||||||||
| 3875 SOUTH STAPLES STREET | CORPUS CHRISTI | TX | 78411 | NONE | PUBLIC | WARRIOR FUND SCHOLARSHIP PROGRAM | $2,000 | |
| ARANSAS COUNTY ISD EDUCATION FOUNDATION | ||||||||
| PO BOX 195 | ROCKPORT | TX | 78381 | NONE | PUBLIC | MARITIME SCIENCE PATHWAY | $2,000 | |
| BOY SCOUTS OF AMERICA SOUTH TEXAS COUNCIL | ||||||||
| 700 EVERHART ROAD BUILDING A | CORPUS CHRISTI | TX | 78411 | NONE | PUBLIC | PROGRAM SUPPORT | $1,000 | |
| BOYS & GIRLS CLUB OF THE COASTAL BEND | ||||||||
| 3902 GREENWOOD DRIVE | CORPUS CHRISTI | TX | 78416 | NONE | PUBLIC | MEMBERSHIP SCHOLARSHIPS | $2,000 | |
| CAESAR KLEBERG WILDLIFE RESEARCH INSTITUTE | ||||||||
| 700 UNIVERSITY BOULEVARD MSC 218 | KINGSVILLE | TX | 78363 | NONE | PUBLIC | PROGRAM SUPPORT | $2,500 | |
| CALVARY CHAPEL COASTLANDS | ||||||||
| 3001 RODD FIELD ROAD | CORPUS CHRISTI | TX | 78414 | NONE | PUBLIC | PROGRAM SUPPORT | $7,000 | |
| CAMP ARANZAZU INC | ||||||||
| 5420 LOOP 1781 | ROCKPORT | TX | 78382 | NONE | PUBLIC | TECHNOLOGY UPGRADE 2022 | $2,000 | |
| CAMP ZEPHYR | ||||||||
| 151 FM 3162 | SANDIA | TX | 78383 | NONE | PUBLIC | NEW PROJECTORS | $2,000 | |
| CATHOLIC CHARITIES OF CORPUS CHRISTI | ||||||||
| 615 OLIVER COURT | CORPUS CHRISTI | TX | 78408 | NONE | PUBLIC | PROGRAM SUPPORT | $500 | |
| CHILDREN'S ADVOCACY CENTER OF THE COASTAL BEND | ||||||||
| 5959 SOUTH STAPLES STREET SUITE 228 | CORPUS CHRISTI | TX | 78413 | NONE | PUBLIC | COMPUTERS AND OTHER IT UPGRADES | $2,000 | |
| CHILDREN'S COALITION OF ARANSAS COUNTY | ||||||||
| 401-B WEST MARKET STREET | ROCKPORT | TX | 78382 | NONE | PUBLIC | COASTAL BEND CHILD DEVELOPMENT CENTER | $2,000 | |
| CHRISTUS SPOHN HEALTH SYSTEM DEVELOPMENT FOUNDATION | ||||||||
| 613 ELIZABETH SUITE 605 | CORPUS CHRISTI | TX | 78404 | NONE | PUBLIC | EXPANSION AND RENOVATION OF THE SOUTH CAMPUS EMERGENCY DEPARTMENT | $15,000 | |
| COASTAL BEND FOOD BANK | ||||||||
| 826 KRILL STREET | CORPUS CHRISTI | TX | 78408 | NONE | PUBLIC | PROGRAM SUPPORT | $2,000 | |
| COLLEGIATE EDU-NATION | ||||||||
| PO BOX 194 | ROSCOE | TX | 79545 | NONE | PUBLIC | BANQUETE ISO: CEN MODEL IMPLEMENTATION | $7,500 | |
| CORPUS CHRISTI AREA COUNCIL FOR THE DEAF DBA THE DEAF AND HARD OF HEARING | ||||||||
| 5151 MCARDLE ROAD | CORPUS CHRISTI | TX | 78411 | NONE | PUBLIC | GENERAL PROGRAMMING FOR THE DEAF AND HARD OF HEARING | $4,000 | |
| CORPUS CHRISTI CHAMBER MUSIC SOCIETY | ||||||||
| PO BOX 60124 | CORPUS CHRISTI | TX | 78466 | NONE | PUBLIC | BRING WORLD-CLASS MUSIC TO OUR SCHOOLS | $1,000 | |
| CORPUS CHRISTI EDUCATION FOUNDATION | ||||||||
| PO BOX 2822 | CORPUS CHRISTI | TX | 78403 | NONE | PUBLIC | CCISD COMPREHENSIVE STEM/ROBOTICS PROGRAM | $5,000 | |
| CORPUS CHRISTI HOPE HOUSE | ||||||||
| 658 ROBINSON STREET | CORPUS CHRISTI | TX | 78404 | NONE | PUBLIC | HOMELESS SHELTER AND SUPPORTIVE SERVICES | $5,500 | |
| CORPUS CHRISTI INTERNATIONAL SEAMEN'S CENTER | ||||||||
| 1501 NORTH MESQUITE | CORPUS CHRISTI | TX | 78401 | NONE | PUBLIC | OPERATING FUNDS | $4,000 | |
| CORPUS CHRISTI LITERACY COUNCIL | ||||||||
| 4404 GREENWOOD DRIVE | CORPUS CHRISTI | TX | 78416 | NONE | PUBLIC | IMPROVING LIVES THROUGH LITERACY | $2,000 | |
| CORPUS CHRISTI METRO MINISTRIES | ||||||||
| PO BOX 4899 | CORPUS CHRISTI | TX | 78408 | NONE | PUBLIC | TECHNOLOGY UPGRADES TO BETTER SERVE THE HOMELESS | $8,500 | |
| CORPUS CHRISTI POLICE FOUNDATION | ||||||||
| PO BOX 803 | CORPUS CHRISTI | TX | 78403 | NONE | PUBLIC | POLICE EQUIPMENT GRANT - TOTUS CAMERA | $4,000 | |
| CORPUS CHRISTI PREGNANCY CENTER | ||||||||
| 4730 EVERHART ROAD | CORPUS CHRISTI | TX | 78411 | NONE | PUBLIC | PREGNANCY CENTER SUPPORT | $4,500 | |
| CORPUS CHRISTI SYMPHONY SOCIETY INC | ||||||||
| 555 NORTH CARANCAHUA STREET TOWER | CORPUS CHRISTI | TX | 78401 | NONE | PUBLIC | TECHNOLOGY UPGRADE TO ENHANCE DIGITAL OUTREACH | $2,000 | II SUITE 410 |
| DEL MAR COLLEGE FOUNDATION | ||||||||
| 101 BALDWIN BOULEVARD | CORPUS CHRISTI | TX | 78404 | NONE | PUBLIC | (1) BEHMANN BROTHERS FOUNDATION ENDOWED SCHOLARSHIP FUND (2) DEL MAR COLLEGE FOUNDATION STUDENT EMERGENCY ASSISTANCE FUND | $20,000 | |
| DRISCOLL CHILDREN'S HOSPITAL | ||||||||
| 3533 SOUTH ALAMEDA | CORPUS CHRISTI | TX | 78411 | NONE | PUBLIC | SUMMER CAMP | $4,000 | |
| FAMILY COUNSELING SERVICE | ||||||||
| 3833 SOUTH STAPLES S203 | CORPUS CHRISTI | TX | 78411 | NONE | PUBLIC | TECHNOLOGY UPGRADES | $5,000 | |
| FANNIE BLUNTZER NASON RENEWAL CENTER INC DBA THE SPIRIT CENTER | ||||||||
| 5201 LIPES BOULEVARD | CORPUS CHRISTI | TX | 78413 | NONE | PUBLIC | GENERAL SUPPORT | $9,250 | |
| FIRST BAPTIST CHURCH CORPUS CHRISTI | ||||||||
| 3115 OCEAN DRIVE | CORPUS CHRISTI | TX | 78404 | NONE | PUBLIC | TECHNOLOGY SAFETY & COMMUNICATION | $2,000 | |
| FOCUS FOUNDATION | ||||||||
| 6810 SARATOGA | CORPUS CHRISTI | TX | 78414 | NONE | PUBLIC | SUMMER SPORTS AND WELLNESS PROGRAM | $3,000 | |
| FRIENDS OF THE CORPUS CHRISTI MUSEUM OF SCIENCE AND HISTORY | ||||||||
| 1900 NORTH CHAPARRAL | CORPUS CHRISTI | TX | 78401 | NONE | PUBLIC | MUSEUM STEAM CAMP AND SCHOLARSHIP FUNDS | $3,000 | |
| GIRL SCOUTS OF GREATER SOUTH TEXAS | ||||||||
| 2410 BEVECREST DRIVE | CORPUS CHRISTI | TX | 78415 | NONE | PUBLIC | GIRL SCOUTS LEADERSHIP DEVELOPMENT PROGRAM-FINANCIAL ASSISTANCE | $5,000 | |
| GOOD SAMARITAN RESCUE MISSION | ||||||||
| PO BOX 65 | CORPUS CHRISTI | TX | 78403 | NONE | PUBLIC | DONATION | $500 | |
| HALO-FLIGHT INC | ||||||||
| 1843 FM 665 | CORPUS CHRISTI | TX | 78415 | NONE | PUBLIC | HALO-FLIGHT UNDERWRITING SUPPORT | $5,000 | |
| HUMANE SOCIETY OF ARANSAS PASS | ||||||||
| PO BOX 1502 | FULTON | TX | 78358 | NONE | PUBLIC | COYOTE ROLLERS FOR DOG YARDS | $1,000 | |
| INCARNATE WORD ACADEMY | ||||||||
| 2920 SOUTH ALAMEDA | CORPUS CHRISTI | TX | 78404 | NONE | PUBLIC | 2021-2022 ANNUAL GIVING CAMPAIGN | $5,000 | |
| KINGS CROSSING PRISON MINISTRIES | ||||||||
| 5901 YORKTOWN BOULEVARD | CORPUS CHRISTI | TX | 78414 | NONE | PUBLIC | LITTLE ANGELS | $6,000 | |
| MARY MCLEOD BETHUNE EARLY CHILD DEVELOPMENT NURSERY INC | ||||||||
| 900 KINNEY ST | CORPUS CHRISTI | TX | 78401 | NONE | PUBLIC | CHILD CARE FOR LOW INCOME & HOMELESS CHILDREN | $3,000 | |
| MISSION OF MERCY INC | ||||||||
| 2421 AYERS STREET | CORPUS CHRISTI | TX | 78404 | NONE | PUBLIC | TECHNICAL/CAPITAL UPGRADES TO IMPROVE PATIENT CARE | $5,000 | |
| NUECES COUNTY JUNIOR LIVESTOCK SHOW | ||||||||
| PO BOX 260968 | CORPUS CHRISTI | TX | 78426 | NONE | PUBLIC | SCHOLARSHIP FUNDS AND CARCASS STEER AWARDS | $7,790 | |
| NUECES EXTENSION PROGRAM FOUNDATION INC | ||||||||
| 710 EAST MAIN SUITE 1 | ROBSTOWN | TX | 78380 | NONE | PUBLIC | AG AWARENESS DAY | $3,000 | |
| PEEWEE'S PET ADOPTION | ||||||||
| 1307 SARATOGA | CORPUS CHRISTI | TX | 78417 | NONE | PUBLIC | SPAY/NEUTER/TREAT 2022 | $7,500 | |
| RISE SCHOOL OF CORPUS CHRISTI | ||||||||
| 2030 RISE ROAD | CORPUS CHRISTI | TX | 78411 | NONE | PUBLIC | BRIDGING THE TUITION GAP | $2,000 | |
| ROBSTOWN AREA HISTORICAL MUSEUM | ||||||||
| PO BOX 467 | ROBSTOWN | TX | 78380 | NONE | PUBLIC | DONATION | $500 | |
| ROCKPORT ART ASSOCIATION INC DBA ROCKPORT CENTER FOR THE ARTS | ||||||||
| 638 EAST MARKET STREET | ROCKPORT | TX | 78383 | NONE | PUBLIC | YOUTH SUMMER ART EXPLORATION | $2,000 | |
| ROTARY CLUB OF CORPUS CHRISTI | ||||||||
| 921 NORTH CHAPARRAL SUITE 210 | CORPUS CHRISTI | TX | 78401 | NONE | PUBLIC | 2022 HARVEY WEIL SPORTSMAN CONSERVATIONIST AWARD DINNER | $2,500 | |
| SACRED HEART CHURCH | ||||||||
| 217 WEST SAN PATRICIO | MATHIS | TX | 78368 | NONE | PUBLIC | DONATION | $1,000 | |
| SEA CITY WORK CAMP | ||||||||
| PO BOX 10449 | CORPUS CHRISTI | TX | 78460 | NONE | PUBLIC | SEA CITY WORK CAMP 2022 | $3,000 | |
| SHELTER A MUTT INC | ||||||||
| 6690 SH 359 | ALICE | TX | 78333 | NONE | PUBLIC | DONATION | $3,000 | |
| SISTERS OF PROVIDENCE CO SR BETH WRIGHT SP | ||||||||
| 1 SISTERS OF PROVIDENCE | ST MARYOFTHEWOODS | IN | 47874 | NONE | PUBLIC | DONATION | $1,500 | |
| SISTERS OF THE SOCIETY OF OUR LADY OF THE MOST HOLY TRINITY | ||||||||
| 1200 LANTANA | CORPUS CHRISTI | TX | 78407 | NONE | PUBLIC | DONATION | $2,500 | |
| SOUTH TEXAS INSTITUTE FOR THE ARTS DBA ART MUSEUM OF SOUTH TEXAS | ||||||||
| 1902 NORTH SHORELINE BOULEVARD | CORPUS CHRISTI | TX | 78401 | NONE | PUBLIC | ART MUSEUM OF SOUTH TEXAS OPERATING UNDERWRITING | $2,000 | |
| SOUTH TEXAS LIGHTHOUSE FOR THE BLIND | ||||||||
| 4421 AGNES STREET | CORPUS CHRISTI | TX | 78405 | NONE | PUBLIC | TECHNOLOGY UPGRADES FOR THE BLIND AND VISUALLY IMPAIRED | $3,000 | |
| SOUTH TEXAS PUBLIC BROADCASTING SYSTEM | ||||||||
| 3205 SOUTH STAPLES | CORPUS CHRISTI | TX | 78411 | NONE | PUBLIC | CHALLENGE! ACADEMIC TOURNAMENT 2022-2023 SCHOOL YEAR | $7,000 | |
| SPECIAL OLYMPICS TEXAS INC | ||||||||
| 623 POWER STREET SUITE A | CORPUS CHRISTI | TX | 78401 | NONE | PUBLIC | SPECIAL OLYMPICS TEXAS-SOUTH TEXAS AREA ATHLETE PROGRAMS | $4,000 | |
| ST GERTRUDE THE GREAT CHURCH | ||||||||
| 1120 SOUTH 8TH STREET | KINGSVILLE | TX | 78363 | NONE | PUBLIC | DONATION -TAMKU NEWMAN CENTER | $1,000 | |
| ST JAMES EPISCOPAL SCHOOL OF CORPUS CHRISTI INC | ||||||||
| 602 SOUTH CARANCAHUA STREET | CORPUS CHRISTI | TX | 78401 | NONE | PUBLIC | TUITION AID SCHOLARSHIPS | $1,000 | |
| ST JOHN NEPOMUCENE CATHOLIC CHURCH | ||||||||
| 603 NORTH FIRST STREET | ROBSTOWN | TX | 78380 | NONE | PUBLIC | DONATION | $2,250 | |
| ST JOHN PAUL II HIGH SCHOOL | ||||||||
| 3036 SARATOGA BOULEVARD | CORPUS CHRISTI | TX | 78415 | NONE | PUBLIC | RESTRICTED FUNDS FOR TRANSPORTATION EXPENSES | $4,000 | |
| ST PIUS X MISSION | ||||||||
| PO BOX 119 | SANDIA | TX | 78383 | NONE | PUBLIC | DONATION | $1,000 | |
| ST THOMAS THE APOSTLE CATHOLIC CHURCH | ||||||||
| 16602 FM 624 | ROBSTOWN | TX | 78380 | NONE | PUBLIC | DONATION: YOUTH MINISTRIES | $3,000 | |
| TEXAS A&M AGRILIFE EXTENSION SERVICE | ||||||||
| 10345 HIGHWAY 44 | CORPUS CHRISTI | TX | 78406 | NONE | PUBLIC | COASTAL BEND AG GRANT | $36,000 | |
| TEXAS A&M AGRILIFE RESEARCH | ||||||||
| 10345 HIGHWAY 44 | CORPUS CHRISTI | TX | 78406 | NONE | PUBLIC | CROP & LIVESTOCK ALTERNATIVES FOR THE COASTAL BEND REGION | $30,000 | |
| TEXAS A&M CORPUS CHRISTI FOUNDATION | ||||||||
| 6300 OCEAN DRIVE | CORPUS CHRISTI | TX | 78412 | NONE | PUBLIC | BEHMANN BROTHERS FOUNDATION ENDOWED SCHOLARSHIP AND ANNUAL SCHOLARSHIPS | $20,000 | |
| TEXAS STATE AQUARIUM ASSOCIATION | ||||||||
| 2710 NORTH SHORELINE BOULEVARD | CORPUS CHRISTI | TX | 78402 | NONE | PUBLIC | DONATION | $6,500 | |
| TIMON'S MINISTRIES | ||||||||
| 10501 SOUTH PADRE ISLAND DRIVE | CORPUS CHRISTI | TX | 78418 | NONE | PUBLIC | OPERATIONS SUPPORT | $4,000 | |
| WESLEY COMMUNITY CENTER | ||||||||
| PO BOX 7099 | CORPUS CHRISTI | TX | 78467 | NONE | PUBLIC | CHILDCARE AND FOOD PANTRY SERVICES | $3,000 | |
| WEST SIDE HELPING HAND | ||||||||
| PO BOX 5431 | CORPUS CHRISTI | TX | 78465 | NONE | PUBLIC | WEST SIDE HELPING HAND AFTER-SCHOOL AND ALL DAY SUMMER PROGRAM | $4,000 | |
| WOMEN'S SHELTER OF SOUTH TEXAS DBA THE PURPLE DOOR | ||||||||
| PO BOX 3368 | CORPUS CHRISTI | TX | 78463 | NONE | PUBLIC | SHELTER AND SUPPORTIVE SERVICES | $8,000 | |
| YWCA | ||||||||
| 4601 CORONA DRIVE | CORPUS CHRISTI | TX | 78411 | NONE | PUBLIC | YWTEENS PROGRAM | $4,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $355,290 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,062 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $35,131 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $580,928 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $662,121 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $662,121 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $11,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,700 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | AcquiredAcquiredDt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|---|
| LAND | $1,149,150 | VAR | 0.000000000000 | $0 | $0 | |||
| COMPUTER & PRINTER | $1,586 | 200DB | $183 | $0 | 2019-03-20 | $1,130 | 5.000000000000 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | CHANGE IN MINIMUM INVESTMENT RETURN | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART IX, X, XII | FormAndLineReferenceDesc |
| Medium Explanation | 2021 RETURN WAS MISTAKENLY FILED WITHOUT INCLUDING FAIR MARKET VALUE OF ALL OTHER ASSETS. AMENDMENT WAS PREPARED TO INCLUDE FAIR MARKET VALUE OF ALL OTHER ASSETS, WHICH AFFECTS PARTS IX, X, AND XII ON THE FORM 990-PF. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $4,956,208 | EOYBookValueAmt |
| EOYFMV | $4,627,562 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND | $1,149,150 | $0 | $1,149,150 | $2,184,162 |
| COMPUTER & PRINTER | $1,586 | $1,313 | $273 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL AND PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $2,190 | LegalFeesAmt |
| Net Investment Income | $2,190 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| OIL & GAS ROYALTIES | $228,500 | $228,500 |
| LESS ACCUMULATED DEPLETION | -$87,302 | -$87,302 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $49 | $49 | $0 |
| INTERNET | $1,261 | $1,261 | $0 |
| P.O. BOX RENT | $360 | $180 | $180 |
| OFFICE SUPPLIES | $1,842 | $921 | $921 |
| PUBLIC NOTICE | $116 | $0 | $116 |
| INSURANCE EXPENSE | $2,339 | $2,339 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $272 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER FEES | CategoryTxt |
| Amt | $8,229 | Amt |
| Net Investment Income | $8,229 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $2,961 | $2,220 | $741 |
| FOREIGN TAXES | $1,145 | $1,145 | $0 |
| TAXES | $5,113 | $5,113 | $0 |