JAMES R HANNA FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JAMES R HANNA FOUNDATION (EIN 26-1641832)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202421349349101562
- Schema version
- 2023v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T09:23:25-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752147649 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GILLIAM WHARRAM & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 WESTMEADOW PO BOX 118 | AddressLine1Txt |
| City | CLEBURNE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76033 | 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 | 261641832 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES R HANNA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 8172191110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9968 CR 915 | AddressLine1Txt |
| City | GODLEY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76044 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID E HANNA | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8172191110 | PhoneNum |
| Signature | 2024-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | HANNA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HAROLD L GILLIAM CPA | PreparerPersonNm |
| PTIN | P00964142 | PTIN |
| Phone | 8176412274 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $880,738 | 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 |
| Interest On Sav Rev And Expnss | $45 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $45 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $26,050 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,050 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,269 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $96,876 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,269 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $38,364 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,364 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,760 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,340 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $747 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,847 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $47,847 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,483 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $38,364 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $840,414 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $830,931 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $880,738 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $840,414 | TotalAssetsBOYAmt |
| Total Assets EOY | $830,931 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $880,738 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $924,310 | CapitalStockBOYAmt |
| Capital Stock EOY | $924,310 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$83,896 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$93,379 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $840,414 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $830,931 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $840,414 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $830,931 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $840,414 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,483 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $830,931 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $830,931 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (46 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD RUSSELL 1000 ET GROWTH | P | 2022-09-29 | 2023-07-19 | $4,841 | $3,630 | $1,211 | $1,211 |
| {SHARES TR CORE MSCI EAF ETF | P | 2022-02-08 | 2023-01-19 | $594 | $648 | -$54 | -$54 |
| {SHARES TR CORE MSCI EAF ETF | P | 2022-07-13 | 2023-01-19 | $792 | $687 | $105 | $105 |
| {SHARES TR CORE MSCI EAF ETF | P | 2022-09-29 | 2023-01-19 | $660 | $525 | $135 | $135 |
| ISH USD HIGH YIELD CORPORATE BOND ETF SH | P | 2022-07-13 | 2023-01-19 | $71 | $70 | $1 | $1 |
| {SHARES RUSSELL 1000 GROWTH | P | 2019-01-23 | 2023-07-19 | $285 | $137 | $148 | $148 |
| 1SHARES RUSSELL WOO GROWTH | P | 2019-05-17 | 2023-07-19 | $12,833 | $6,935 | $5,898 | $5,898 |
| 1SHARES RUSSELL WOO GROWTH | P | 2019-05-17 | 2023-10-17 | $1,096 | $616 | $480 | $480 |
| VANGUARD INTRMDIATE-TERM CORPORATE BOND | P | 2019-05-17 | 2023-01-19 | $11,057 | $11,938 | -$881 | -$881 |
| VANGUARD INTRMDIATE-TERM CORPORATE BOND | P | 2019-05-17 | 2023-10-17 | $596 | $701 | -$105 | -$105 |
| VANGUARD INTRMDIATE-TERM CORPORATE BOND | P | 2019-05-17 | 2023-10-17 | $4,174 | $4,880 | -$706 | -$706 |
| VANGUARD INTRMDIATE-TERM CORPORATE BOND | P | 2019-06-14 | 2023-10-17 | $671 | $890 | -$219 | -$219 |
| VANGUARD INTRMDIATE-TERM CORPORATE BOND | P | 2020-04-16 | 2023-10-17 | $1,565 | $1,916 | -$351 | -$351 |
| VANGUARD INTRMDIATE-TERM CORPORATE BOND | P | 2020-08-13 | 2023-10-17 | $2,758 | $3,556 | -$798 | -$798 |
| VANGUARD INTRMDIATE-TERM CORPORATE BOND | P | 2021-01-13 | 2023-10-17 | $2,460 | $3,183 | -$723 | -$723 |
| VANGUARD RUSSELL 1000 ET GROWTH | P | 2022-09-29 | 2023-10-17 | $424 | $330 | $94 | $94 |
| ISHARES US TREASURY BOND ETF | P | 2019-05-17 | 2023-07-19 | $2,044 | $2,248 | -$204 | -$204 |
| ISHARES US TREASURY BOND ETF | P | 2019-05-17 | 2023-10-17 | $565 | $657 | -$92 | -$92 |
| /SHARES INC CORE MSCI EMERGING MKTS ETF | P | 2020-04-16 | 2023-01-19 | $2,171 | $1,825 | $346 | $346 |
| ISHARES TR CORE MSCI EAF ETF | P | 2018-10-29 | 2023-01-19 | $66 | $58 | $8 | $8 |
| ISHARES TR CORE MSCI EAF ETF | P | 2019-05-17 | 2023-01-19 | $6,465 | $5,952 | $513 | $513 |
| ISHARES TR CORE MSCI EAF ETF | P | 2019-06-25 | 2023-01-19 | $5,937 | $5,508 | $429 | $429 |
| ISHARES TR CORE MSCI EAF ETF | P | 2020-01-17 | 2023-01-19 | $66 | $66 | $0 | $0 |
| ISHARES TR CORE MSCI EAF ETF | P | 2020-03-19 | 2023-01-19 | $3,628 | $2,462 | $1,166 | $1,166 |
| ISHARES TR CORE MSCI EAF ETF | P | 2020-08-18 | 2023-01-19 | $924 | $864 | $60 | $60 |
| ISHARES TR CORE MSCI EAF ETF | P | 2021-11-19 | 2023-01-19 | $660 | $765 | -$105 | -$105 |
| 1SHARES TR CORE MSC! EAF ETF | P | 2018-06-11 | 2023-10-17 | $570 | $649 | -$79 | -$79 |
| ISH USD HIGH YIELD CORPORATE BOND ETF SH | P | 2019-03-21 | 2023-01-19 | $2,173 | $2,466 | -$293 | -$293 |
| ISH USD HIGH YIELD CORPORATE BOND ETF SH | P | 2019-04-18 | 2023-01-19 | $71 | $88 | -$17 | -$17 |
| ISH USD HIGH YIELD CORPORATE BOND ETF SH | P | 2019-05-17 | 2023-01-19 | $1,817 | $2,059 | -$242 | -$242 |
| ISH USD HIGH YIELD CORPORATE BOND ETF SH | P | 2020-01-17 | 2023-01-19 | $356 | $414 | -$58 | -$58 |
| ISH USD HIGH YIELD CORPORATE BOND ETF SH | P | 2020-04-16 | 2023-01-19 | $71 | $74 | -$3 | -$3 |
| ISH USD HIGH YIELD CORPORATE BOND ETF SH | P | 2020-08-13 | 2023-01-19 | $428 | $477 | -$49 | -$49 |
| ISH USD HIGH YIELD CORPORATE BOND ETF SH | P | 2021-01-13 | 2023-01-19 | $321 | $371 | -$50 | -$50 |
| ISH USD HIGH YIELD CORPORATE BOND ETF SH | P | 2021-09-14 | 2023-01-19 | $392 | $459 | -$67 | -$67 |
| ISH USD HIGH YIELD CORPORATE BOND ETF SH | P | 2021-11-19 | 2023-01-19 | $178 | $206 | -$28 | -$28 |
| MFS VALUE FD CL I | P | 2018-06-11 | 2023-10-17 | $759 | $642 | $117 | $117 |
| DELAWARE SMALL CAP CORE | P | 2019-05-17 | 2023-07-19 | $113 | $88 | $25 | $25 |
| EDGEWOOD GROWTH FUND CL INST | P | 2018-10-29 | 2023-07-19 | $4,460 | $3,363 | $1,097 | $1,097 |
| EDGEWOOD GROWTH FUND CL INST | P | 2019-05-17 | 2023-07-19 | $125 | $102 | $23 | $23 |
| GS GQG PARTNERS INTL OPPS FD CL INSTL | P | 2020-08-18 | 2023-01-19 | $7,123 | $7,028 | $95 | $95 |
| GS GQG PARTNERS INTL OPPS FD CL INSTL | P | 2020-08-18 | 2023-07-19 | $409 | $376 | $33 | $33 |
| GS GQG PARTNERS INTL OPPS FD CL INSTL | P | 2020-08-18 | 2023-10-17 | $905 | $838 | $67 | $67 |
| OAKMARK INTL FD CL INSTITUTIONAL | P | 2020-08-18 | 2023-01-19 | $3,923 | $3,217 | $706 | $706 |
| OAKMARK INTL FD CL INSTITUTIONAL | P | 2020-08-18 | 2023-07-19 | $872 | $643 | $229 | $229 |
| CAPITAL GAINS DIVIDENDS | P | $4,407 | $4,407 | $4,407 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,269 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $533 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $533 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $533 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $18 | EsPenaltyAmt |
| Tax Due | $551 | TaxDueAmt |
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 | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID E HANNA | IndividualWithBooksNm |
| Phone | 8172191110 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9968 CR 915 | AddressLine1Txt |
| City | GODLEY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76044 | 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 |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID E HANNA | ||||||||
| 9968 CR 915 | GODLEY | TX | 76044 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LETHA L CARMICHALL | ||||||||
| 1602 HEATHER CT | CLEBURNE | TX | 76033 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JANICE GOSSETT | ||||||||
| 1928 W HENDERSON | CLEBURNE | TX | 76033 | DIRECTOR | 0.00 | $0 | $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 | $855,611 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $855,611 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $855,611 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,834 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $842,777 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,139 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,139 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $533 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $533 | TotalTaxAmt |
| Distributable Before Adj | $41,606 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $41,606 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $41,606 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $39,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,606 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $38,676 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $39,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $38,676 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $324 | 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 | $41,282 | 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 | DAVID E HANNA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9968 CR 915 | AddressLine1Txt |
| City | GODLEY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76044 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8172191110 | RecipientPhoneNum |
| Recipient Email Address | HANNA.DAVID@SBCGLOBAL.NET | RecipientEmailAddressTxt |
| Form And Info And Materials | ESSAY AND INTERVIEW | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BAYLOR UNIVERSITY | |||||||
| 1311 S 5TH STREET | WACO | TX | 76706 | NONE | OTHER PUBLIC CHARITY | DONATION TO ORGANIZATION | $2,000 |
| FIELD STREET BAPTIST CHURCH | |||||||
| 201 NORTH FIELD ST | CLEBURNE | TX | 76033 | NONE | OTHER PUBLIC CHARITY | DONATION TO ORGANIZATION | $13,000 |
| FRIENDSHIP BAPTIST CHURCH | |||||||
| 4661 TX-171 | CLEBURNE | TX | 76031 | NONE | OTHER PUBLIC CHARITY | DONATION TO ORGANIZATION | $4,500 |
| GODLEY UNITED METHODIST CHURCH | |||||||
| 624 N PEARSON ST | GODLEY | TX | 76044 | NONE | OTHER PUBLIC CHARITY | DONATION TO ORGANIZATION | $4,000 |
| GODLEY WESTERN FELLOWSHIP | |||||||
| 988 N PEARSON ST | GODLEY | TX | 76044 | NONE | OTHER PUBLIC CHARITY | DONATION TO ORGANIZATION | $9,000 |
| TARLETON STATE UNIVERSITY | |||||||
| 1333 W WASHINGTON ST | STEPHENVILLE | TX | 76401 | NONE | OTHER PUBLIC CHARITY | DONATION TO ORGANIZATION | $2,500 |
| SOUTHWESTERN ADVENTIST UNIVERSITY | |||||||
| 100 W HILLCREST ST | KEENE | TX | 76059 | NONE | OTHER PUBLIC CHARITY | DONATION TO ORGANIZATION | $2,000 |
| NORTH CENTRAL TEXAS COLLEGE | |||||||
| 1525 W CALIFORNIA ST | GAINESVILLE | TX | 76240 | NONE | OTHER PUBLIC CHARITY | DONATION TO ORGANIZATION | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 522100 | BusinessCd |
| Unrelated Business Taxbl Incm | $45 | UnrelatedBusinessTaxblIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $26,050 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $12,269 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $38,364 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,364 | 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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $1,760 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $6,340 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INCOME TAX EXPENSE | $303 | $0 | $0 | $0 |
| FOREIGN TAXES PAID | $444 | $0 | $0 | $0 |