BEHMANN BROTHERS FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BEHMANN BROTHERS FOUNDATION (EIN 74-2146739)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-07-09
- IRS object ID
- 202411919349100711
- Schema version
- 2022v5.0
- 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
- Depreciation Schedule
- 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 | 2024-07-09T12:39:35-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | 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 | 2022-07-01 | 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 | 3619856483 | 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 | WILLIE J KOSAREK | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 3619856483 | PhoneNum |
| Signature | 2024-06-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIE | PersonFirstNm |
| Person Last | KOSAREK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RUDY STURGEON CPA | PreparerPersonNm |
| PTIN | P00009174 | PTIN |
| Phone | 3618837475 | PhoneNum |
| Preparation | 2024-06-26 | PreparationDt |
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 | 2022 | 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 |
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,069,071 | 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 | $87,868 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $81,846 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $14,494 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $14,494 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $3,507 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $2,218,573 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,780,340 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,218,573 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,320,935 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,314,913 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $45,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $32,775 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,725 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $950 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $950 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,985 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,985 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,172 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,172 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,056 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,220 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $836 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $183 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,146 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $250 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $896 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,958 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,792 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $166 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $73,950 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,159 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,608 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $428,875 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $428,875 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $502,825 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,159 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $447,483 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,818,110 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,259,754 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $51,640 | CashBOYAmt |
| Cash EOY | $105,183 | CashEOYAmt |
| Cash EOYFMV | $105,183 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,668 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $751,889 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $751,889 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,956,208 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,997,981 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,611,291 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $133,005 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,496 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,149,423 | LandBOYAmt |
| Land EOY | $131,509 | LandEOYAmt |
| Land EOYFMV | $600,708 | LandEOYFMVAmt |
| Other Assets BOY | $141,198 | OtherAssetsBOYAmt |
| Other Assets EOY | $141,198 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,308,137 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,127,760 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,069,071 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $272 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,785 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $272 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,785 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,163,054 | 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 | $1,818,110 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,307,865 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,125,975 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,308,137 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,127,760 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,307,865 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,818,110 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,125,975 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,125,975 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (69 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 14.033 T ROWE PRICE HEALTH SCIENCES FUND INC | P | 2021-12-16 | 2023-06-29 | $1,262 | $1,436 | -$174 | -$174 |
| 2386.772 BLACKROCKTECHNOLOGY OPPORTUNITIES FUND CL INST | P | 2021-09-14 | 2023-06-29 | $119,004 | $166,000 | -$46,996 | -$46,996 |
| 25,000 G N M A PASS THRU POOL #002971M | P | 2000-09-26 | 2022-10-20 | $1 | $1 | $0 | $0 |
| 25,000 G N M A PASS THRU POOL #002971M | P | 2000-09-26 | 2022-09-20 | $1 | $1 | $0 | $0 |
| 25,000 G N M A PASS THRU POOL #002971M | P | 2000-09-26 | 2022-08-22 | $1 | $1 | $0 | $0 |
| 25,000 G N M A PASS THRU POOL #002971M | P | 2000-09-26 | 2022-07-20 | $1 | $1 | $0 | $0 |
| 25,000 G N M A PASS THRU POOL #002971M | P | 2000-09-26 | 2022-11-21 | $1 | $1 | $0 | $0 |
| 25,000 G N M A PASS THRU POOL #002971M | P | 2000-09-26 | 2022-12-20 | $1 | $1 | $0 | $0 |
| 25,000 G N M A PASS THRU POOL #002971M | P | 2000-09-26 | 2023-06-20 | $1 | $1 | $0 | $0 |
| 25,000 G N M A PASS THRU POOL #002971M | P | 2000-09-26 | 2023-05-22 | $1 | $1 | $0 | $0 |
| 25,000 G N M A PASS THRU POOL #002971M | P | 2000-09-26 | 2023-04-20 | $1 | $1 | $0 | $0 |
| 25,000 G N M A PASS THRU POOL #002971M | P | 2000-09-26 | 2023-01-20 | $1 | $1 | $0 | $0 |
| 25,000 G N M A PASS THRU POOL #002971M | P | 2000-09-26 | 2023-03-20 | $1 | $1 | $0 | $0 |
| 25,000 G N M A PASS THRU POOL #002971M | P | 2000-09-26 | 2023-02-21 | $1 | $1 | $0 | $0 |
| 255,000 CWALT INC SERIES 2005-46CB CL A-8 | P | 2011-06-23 | 2023-06-25 | $9 | -$9 | -$9 | |
| 255,000 CWALT INC SERIES 2005-46CB CL A-8 | P | 2011-06-23 | 2023-01-25 | $18 | $17 | $1 | $1 |
| 255,000 CWALT INC SERIES 2005-46CB CL A-8 | P | 2011-06-23 | 2023-01-25 | $3 | -$3 | -$3 | |
| 255,000 CWALT INC SERIES 2005-46CB CL A-8 | P | 2011-06-23 | 2023-02-25 | $15 | $14 | $1 | $1 |
| 255,000 CWALT INC SERIES 2005-46CB CL A-8 | P | 2011-06-23 | 2023-03-25 | $0 | $0 | ||
| 255,000 CWALT INC SERIES 2005-46CB CL A-8 | P | 2011-06-23 | 2023-03-25 | $10 | $10 | $0 | $0 |
| 255,000 CWALT INC SERIES 2005-46CB CL A-8 | P | 2011-06-23 | 2023-04-25 | $0 | $0 | ||
| 255,000 CWALT INC SERIES 2005-46CB CL A-8 | P | 2011-06-23 | 2023-05-25 | $27 | $25 | $2 | $2 |
| 255,000 CWALT INC SERIES 2005-46CB CL A-8 | P | 2011-06-23 | 2023-05-25 | $0 | $0 | ||
| 255,000 CWALT INC SERIES 2005-46CB CL A-8 | P | 2011-06-23 | 2023-06-25 | $23 | $22 | $1 | $1 |
| 255,000 CWALT INC SERIES 2005-46CB CL A-8 | P | 2011-06-23 | 2023-04-25 | $21 | $20 | $1 | $1 |
| 255,000 CWALT INC SERIES 2005-46CB CL A-8 | P | 2011-06-23 | 2023-02-25 | $1 | $1 | $1 | |
| 255,000 CWALT INC SERIES 2005-46CB CL A-8 | P | 2011-06-23 | 2022-12-25 | $17 | $17 | $0 | $0 |
| 255,000 CWALT INC SERIES 2005-46CB CL A-8 | P | 2011-06-23 | 2022-09-25 | $6 | -$6 | -$6 | |
| 255,000 CWALT INC SERIES 2005-46CB CL A-8 | P | 2011-06-23 | 2022-10-25 | $6 | -$6 | -$6 | |
| 255,000 CWALT INC SERIES 2005-46CB CL A-8 | P | 2011-06-23 | 2022-10-25 | $38 | $36 | $2 | $2 |
| 255,000 CWALT INC SERIES 2005-46CB CL A-8 | P | 2011-06-23 | 2022-07-25 | $0 | $0 | ||
| 255,000 CWALT INC SERIES 2005-46CB CL A-8 | P | 2011-06-23 | 2022-07-25 | $49 | $46 | $3 | $3 |
| 255,000 CWALT INC SERIES 2005-46CB CL A-8 | P | 2011-06-23 | 2022-08-25 | $4 | -$4 | -$4 | |
| 255,000 CWALT INC SERIES 2005-46CB CL A-8 | P | 2011-06-23 | 2022-08-25 | $33 | $31 | $2 | $2 |
| 255,000 CWALT INC SERIES 2005-46CB CL A-8 | P | 2011-06-23 | 2022-09-25 | $39 | $37 | $2 | $2 |
| 255,000 CWALT INC SERIES 2005-46CB CL A-8 | P | 2011-06-23 | 2022-12-25 | $0 | $0 | ||
| 255,000 CWALT INC SERIES 2005-46CB CL A-8 | P | 2011-06-23 | 2022-11-25 | $27 | $26 | $1 | $1 |
| 255,000 CWALT INC SERIES 2005-46CB CL A-8 | P | 2011-06-23 | 2022-11-25 | $15 | -$15 | -$15 | |
| 4.188 FIDELITY ADVISOR GROWTH OPPORTUNITIES FUND-CL I | P | 2021-12-29 | 2023-06-29 | $525 | $668 | -$143 | -$143 |
| 42.848 FIDELITY ADVISOR GROWTH OPPORTUNITIES FUND-CL I | P | 2021-12-29 | 2023-06-29 | $5,366 | $6,838 | -$1,472 | -$1,472 |
| 50,443 G N M A PASS THRU POOL #352835X | P | 2008-05-15 | 2023-02-15 | $1 | $1 | $1 | |
| 50,443 G N M A PASS THRU POOL #352835X | P | 2008-05-15 | 2023-03-15 | $1 | $1 | $1 | |
| 50,443 G N M A PASS THRU POOL #352835X | P | 2008-05-15 | 2023-01-15 | $1 | $1 | $1 | |
| 50,443 G N M A PASS THRU POOL #352835X | P | 2008-05-15 | 2023-06-15 | $1 | $1 | $1 | |
| 50,443 G N M A PASS THRU POOL #352835X | P | 2008-05-15 | 2023-05-15 | $1 | $1 | $1 | |
| 50,443 G N M A PASS THRU POOL #352835X | P | 2008-05-15 | 2023-04-17 | $1 | $1 | $1 | |
| 50.024 T ROWE PRICE HEALTH SCIENCES FUND INC | P | 2021-12-16 | 2023-06-29 | $4,497 | $5,119 | -$622 | -$622 |
| 501.404 FIDELITY ADVISOR GROWTH OPPORTUNITIES FUND-CL I | P | 2021-07-08 | 2023-09-29 | $62,796 | $87,500 | -$24,704 | -$24,704 |
| 75,000 G N M A PASS THRU POOL #002867M | P | 2000-01-27 | 2023-03-20 | $1 | $1 | $0 | $0 |
| 75,000 G N M A PASS THRU POOL #002867M | P | 2000-01-27 | 2023-04-20 | $1 | $1 | $0 | $0 |
| 75,000 G N M A PASS THRU POOL #002867M | P | 2000-01-27 | 2023-06-20 | $2 | $2 | $0 | $0 |
| 75,000 G N M A PASS THRU POOL #002867M | P | 2000-01-27 | 2022-07-20 | $2 | $2 | $0 | $0 |
| 75,000 G N M A PASS THRU POOL #002867M | P | 2000-01-27 | 2022-08-22 | $2 | $2 | $0 | $0 |
| 75,000 G N M A PASS THRU POOL #002867M | P | 2000-01-27 | 2022-09-20 | $2 | $2 | $0 | $0 |
| 75,000 G N M A PASS THRU POOL #002867M | P | 2000-01-27 | 2022-10-20 | $1 | $1 | $0 | $0 |
| 75,000 G N M A PASS THRU POOL #002867M | P | 2000-01-27 | 2022-11-21 | $1 | $1 | $0 | $0 |
| 75,000 G N M A PASS THRU POOL #002867M | P | 2000-01-27 | 2022-12-20 | $1 | $1 | $0 | $0 |
| 75,000 G N M A PASS THRU POOL #002867M | P | 2000-01-27 | 2023-01-20 | $2 | $2 | $0 | $0 |
| 75,000 G N M A PASS THRU POOL #002867M | P | 2000-01-27 | 2023-02-21 | $2 | $2 | $0 | $0 |
| 75,000 G N M A PASS THRU POOL #002867M75,000 G N M A PASS THRU POOL #002867M | P | 2000-01-27 | 2023-05-22 | $1 | $1 | $0 | $0 |
| 79.785 BLACKROCKTECHNOLOGY OPPORTUNITIES FUND CL INST | P | 2021-12-08 | 2023-06-29 | $3,978 | $5,350 | -$1,372 | -$1,372 |
| 844.797 T ROWE PRICE HEALTH SCIENCES FUND INC | P | 2021-09-14 | 2023-06-29 | $75,947 | $95,800 | -$19,853 | -$19,853 |
| SALE OF 602 SARATOGA BLVD | P | 2014-06-30 | 2022-09-16 | $3,392,690 | $1,206,287 | $2,186,403 | $2,186,403 |
| UNITED STATES TREASURY NOTE CUSIP: 91282CAX9 | P | 2022-09-23 | 2022-11-30 | $1,000,000 | $995,006 | $4,994 | $4,994 |
| UNITED STATES TREASURY NOTE CUSIP: 91282CBD2 | P | 2022-09-23 | 2022-01-03 | $1,000,000 | $991,975 | $8,025 | $8,025 |
| 15.828 T ROWE PRICE HEALTH SCIENCES FUND | P | 2022-12-16 | 2023-06-29 | $1,423 | $1,438 | -$15 | -$15 |
| .047 T ROWE PRICE HEALTH SCIENCES FUND INC | P | 2022-12-16 | 2023-06-29 | $4 | $4 | $0 | $0 |
| UNITED STATES TREASURY NOTE CUSIP: 912796YF0 | P | 2022-09-23 | 2022-10-25 | $1,000,000 | $997,972 | $2,028 | $2,028 |
| CAPITAL GAINS DIVIDENDS | P | $112,494 | $112,494 | $112,494 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,218,573 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,411 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $31,411 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $31,411 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,588 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $35,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $37,588 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $281 | EsPenaltyAmt |
| Overpayment | $5,896 | OverpaymentAmt |
| Applied To ES Tax | $5,896 | 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 | WILLIE J KOSAREK | IndividualWithBooksNm |
| Phone | 3619856483 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6153 LEMANS DRIVE | AddressLine1Txt |
| City | CORPUS CHRISTI | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78414 | 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 (8 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 | SECRETARY | 5.00 | $6,500 | $0 | $0 |
| DANIEL BLUNTZER | ||||||||
| PO BOX 1188 | ROBSTOWN | TX | 78380 | DIRECTOR | 0.00 | $300 | $0 | $0 |
| CHARLES L KOSAREK JR | ||||||||
| 2952 FM 70 | SANDIA | TX | 78383 | PRESIDENT | 20.00 | $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 | $7,211,598 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $360,180 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $600,618 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,172,396 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,172,396 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $122,586 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,049,810 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $402,491 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $402,491 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,411 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,411 | TotalTaxAmt |
| Distributable Before Adj | $371,080 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $371,080 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $371,080 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $447,483 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $447,483 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $371,080 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $33,107 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $447,483 | QualifyingDistributionsAmt |
| Applied To Year1 | $33,107 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $371,080 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $43,296 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $43,296 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $43,296 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $43,296 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHARLES L KOSAREK 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 | 3618528223 | 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 (79 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AGAPE HARBOR | ||||||||
| 5151 FLYNN PARKWAY SUITE 106 | CORPUS CHRISTI | TX | 78411 | NONE | PC | UNDERWRITING TO SUPPORT TECHNOLOGY NEEDS AND FOSTER FAMILY VERIFICATION COSTS | $2,000 | |
| AGAPE RANCH | ||||||||
| 5151 FLYNN PARKWAY SUITE 106 | CORPUS CHRISTI | TX | 78411 | NONE | PC | SUPPORTIVE PROGRAMMING FOR FOSTER FAMILIES AND AGING-OUT YOUTH | $2,000 | |
| ALLIE'S HAVEN ANIMAL RESCUE | ||||||||
| 116 EAST BOZEMAN LANE | FT WORTH | TX | 76108 | NONE | PC | SUPPORT PROGRAMS | $8,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| PO BOX 270983 | CORPUS CHRISTI | TX | 78427 | NONE | PC | CATTLE BARON'S BALL | $1,000 | |
| ARMS WIDE ADOPTION SERVICES | ||||||||
| 500 NORTH WATER STREET SUITE 604 S | CORPUS CHRISTI | TX | 78401 | NONE | PC | POST ADOPTION PROGRAM-CORPUS CHRISTI AND SURROUNDING AREAS | $2,000 | |
| ART CENTER OF SOUTH TEXAS | ||||||||
| 100 NORTH SHORELINE | CORPUS CHRISTI | TX | 78401 | NONE | PC | FAMILY ART TIME | $1,000 | |
| CALVARY CHAPEL COASTLANDS | ||||||||
| 3001 RODD FIELD ROAD | CORPUS CHRISTI | TX | 78414 | NONE | PC | DONATION | $5,000 | |
| CAMP ARANZAZU INC | ||||||||
| 5420 FM 1781 | ROCKPORT | TX | 78382 | NONE | PC | SUPPORT PROGRAMS | $2,000 | |
| CAMP ZEPHYR | ||||||||
| 151 FM 3162 | SANDIA | TX | 78383 | NONE | PC | SUPPORT PROGRAMS | $2,000 | |
| CASA OF THE COASTAL BEND | ||||||||
| 2602 PRESCOTT STREET | CORPUS CHRISTI | TX | 78404 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| CATHOLIC CHARITIES OF CORPUS CHRISTI | ||||||||
| 615 OLIVER COURT | CORPUS CHRISTI | TX | 78408 | NONE | PC | SUPPORT PROGRAMS | $500 | |
| CESAR KLEBERG WILDLIFE RESEARCH INSTITUT | ||||||||
| 700 UNIVERSITY BLVD MSC218 | KINGSVILLE | TX | 78363 | NONE | PC | SUPPORT PROGRAMS | $3,000 | |
| CHILDREN ADVOCACY CENTER COASTAL BEND | ||||||||
| 5959 SOUTH STAPLES STE 228 | CORPUS CHRISTI | TX | 78413 | NONE | PC | SUPPORT PROGRAMS | $5,000 | |
| CHOICE LIVING COMMUNITY | ||||||||
| PO BOX 71387 | CORPUS CHRISTI | TX | 78467 | NONE | PC | SUPPORT PROGRAMS | $1,000 | |
| CHRISTUS SPOHN HEALTH SYSTEM FOUNDATION | ||||||||
| 613 ELIZABETH STREET | CORPUS CHRISTI | TX | 78404 | NONE | PC | SPOHN HOSPITAL STROKE CENTER | $50,000 | |
| CITIZENS PLANNING COMMITTEE | ||||||||
| PO BOX 254 | BISHOP | TX | 78343 | NONE | PC | SUPPORT PROGRAMS | $3,000 | |
| COASTAL BEND COLLEGE FOUNDATION | ||||||||
| 3800 CHARCO ROAD | BEEVILLE | TX | 78102 | NONE | PC | SUPPORT SCHOLARSHIP PROGRAM | $5,000 | |
| COASTAL BEND FOOD BANK | ||||||||
| 826 KRILL ST | CORPUS CHRISTI | TX | 78408 | NONE | PC | SUPPORT PROGRAMS | $2,000 | |
| COASTAL BEND WELLNESS FOUNDATION | ||||||||
| 2882 HOLLY ROAD | CORPUS CHRISTI | TX | 78415 | NONE | PC | BANQUETE ISD: IMPLEMENTATION YEAR 2 OF THE CEN P-20 MODEL | $3,000 | |
| COLLEGIATE EDU-NATION | ||||||||
| PO BOX 194 | ROSCOE | TX | 79545 | NONE | PC | BANQUETE ISO: CEN MODEL IMPLEMENTATION | $3,000 | |
| CORPUS CHRISTI AREA COUNCIL FOR THE DEAF | ||||||||
| 5151 MCARDLE ROAD | CORPUS CHRISTI | TX | 78412 | NONE | PC | SERVICES FOR CHILDREN, ADULTS, AND SENIORS WHO ARE DEAF AND HARD OF HEARING | $4,000 | |
| CORPUS CHRISTI EDUCATION FOUNDATION | ||||||||
| PO BOX 2822 | CORPUS CHRISTI | TX | 78403 | NONE | PC | SUPPORT ROBOTICS PROGRAMS FOR CCISD SCHOOLS | $3,000 | |
| CORPUS CHRISTI HOPE HOUSE INC | ||||||||
| 658 ROBINSON STREET | CORPUS CHRISTI | TX | 78404 | NONE | PC | SUPPORT PROGRAMS | $3,500 | |
| CORPUS CHRISTI INTERNATIONAL SEAMENS CEN | ||||||||
| 1501 MESQUITE STREET | CORPUS CHRISTI | TX | 78401 | NONE | PC | SUPPORT PROGRAMS | $3,000 | |
| CORPUS CHRISTI LITERACY COUNCIL | ||||||||
| 4044 GREENWOOD DRIVE | CORPUS CHRISTI | TX | 78416 | NONE | PC | PROJECT SUPPORT | $3,000 | |
| CORPUS CHRISTI METRO MINISTRIES INC | ||||||||
| PO BOX 4899 | CORPUS CHRISTI | TX | 78408 | NONE | PC | TECHNOLOGY UPGRADE | $10,500 | |
| CORPUS CHRISTI POLICE FOUNDATION | ||||||||
| PO BOX 803 | CORPUS CHRISTI | TX | 78403 | NONE | PC | SUPPORRT PROGRAMS | $6,000 | |
| CORPUS CHRISTI PREGNANCY CENTER | ||||||||
| 4730 EVERHART ROAD | CORPUS CHRISTI | TX | 78411 | NONE | PC | SUPPORT PROGRAMS | $6,500 | |
| CORPUS CHRISTI SYMPHONY SOCIETY INC | ||||||||
| 555 NORTH CARANCAHUA ST TOWER II | CORPUS CHRISTI | TX | 78401 | NONE | PC | TECHNOLOGY UPGRADE | $3,000 | |
| EDUCATING CHILDREN'S FUTURE COMMUNITY CENTER | ||||||||
| PO BOX 5241 | CORPUS CHRISTI | TX | 78465 | NONE | PC | ECF AFTER-SCHOOL PROGRAM | $3,000 | |
| FAMILY COUNSELING SERVICE | ||||||||
| 3833 SOUTH STAPLES S-203 | CORPUS CHRISTI | TX | 78411 | NONE | PC | TECHNOLOGY UPGRADES | $3,000 | |
| FAMILY UPREACH INC DBA NEW LIFE BEHAVI | ||||||||
| 3833 SOUTH STAPLES SUITE S-101 | CORPUS CHRISTI | TX | 78411 | NONE | PC | SUPPORT PROGRAMS | $2,000 | |
| FANNIE BLUNTZER NASON RENEWAL CENTER | ||||||||
| 5201 LIPES BLVD | CORPUS CHRISTI | TX | 78413 | NONE | PC | SUPPORT PROGRAMS | $7,000 | |
| FIRST UNITED METHODIST CHURCH CORPUS CHRISTI | ||||||||
| 900 SOUTH SHORELINE BLVD | CORPUS CHRISTI | TX | 78401 | NONE | PC | SECURITY CAMERA UPGRADES 2023 | $2,000 | |
| FOCUS FOUNDATION | ||||||||
| 6810 SARATOGA | CORPUS CHRISTI | TX | 78414 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| FOSTER ANGELS OF SOUTH TEXAS FOUNDATION | ||||||||
| 3758 DENVER AVENUE | CORPUS CHRISTI | TX | 78411 | NONE | PC | SUPPORT PROGRAMS | $2,000 | |
| GOOD SAMARITAN RESCUE MISSION | ||||||||
| PO BOX 65 | CORPUS CHRISTI | TX | 78403 | NONE | PC | SUPPORT PROGRAMS | $10,500 | |
| HALO-FLIGHT INC | ||||||||
| 1843 FM 665 | CORPUS CHRISTI | TX | 78415 | NONE | PC | SUPPORT PROGRAMS | $10,000 | |
| HAMMONS EDUCATION LEADERSHIP PROGRAMS | ||||||||
| 4833 SARATOGA 447 | CORPUS CHRISTI | TX | 78413 | NONE | PC | WINDOWS ON THE WORLD | $3,000 | |
| HUMANE SOCIETY OF ARANSAS PASS | ||||||||
| PO BOX 1502 | FULTON | TX | 78358 | NONE | PC | SUPPORT PROGRAMS | $3,000 | |
| INCARNATE WORD ACADEMY | ||||||||
| 2920 SOUTH ALAMEDA | CORPUS CHRISTI | TX | 78404 | NONE | PC | SUPPORT PROGRAMS | $6,000 | |
| JUSTICE FOR SAMSON ANIMAL RESCUE | ||||||||
| 5026 WEST FM 624 | ORANGE GROVE | TX | 78332 | NONE | PC | DONATIONS | $2,500 | |
| KINGS CROSSING PRISON MINISTRIES | ||||||||
| 5901 YORKTOWN BLVD | CORPUS CHRISTI | TX | 78414 | NONE | PC | "LITTLE ANGELS" | $6,000 | |
| MISSION 911 | ||||||||
| 911 PARK AVENUE | CORPUS CHRISTI | TX | 78401 | NONE | PC | MISSION 911 GENERAL OPERATING EXPENSES | $2,000 | |
| MISSION OF MERCY INC | ||||||||
| 2421 AYERS STREET | CORPUS CHRISTI | TX | 78404 | NONE | PC | SUPPORT PROGRAMS | $6,000 | |
| MONTESSORI SCHOOL OF CORPUS CHRISTI | ||||||||
| 901 BRAWNER PARKWAY | CORPUS CHRISTI | TX | 78411 | NONE | PC | TEACHER TRAINING AND UPGRADES TO CLASSROOM TECHNOLOGY | $6,000 | |
| NEW LIFE FELLOWSHIP OF CORPUS CHRISTI | ||||||||
| PO BOX 5190 | CORPUS CHRISTI | TX | 78465 | NONE | PC | DONATION | $5,000 | |
| NUECES COUNTY JUNIOR LIVESTOCK SHOW | ||||||||
| PO BOX 260968 | CORPUS CHRISTI | TX | 78426 | NONE | PC | SUPPORT PROGRAMS | $10,625 | |
| NUECES EXTENSION PROGRAM FOUNDATION INC | ||||||||
| 710 EAST MAIN STREETSUITE 1 | ROBSTOWN | TX | 78380 | NONE | PC | SUPPORT PROGRAMS | $3,750 | |
| OPERATION HOMEFRONT | ||||||||
| 1355 CENTRAL PARKWAY SOUTH SUITE | CORPUS CHRISTI | TX | 77459 | NONE | PC | BACK-TO-SCHOOL BRIGADE 2023 CORPUS CHRISTI | $1,000 | 100 |
| PEEWEE'S PET ADOPTION WRLD & SANCTRY INC | ||||||||
| 1307 SARATOGA BLVD | CORPUS CHRISTI | TX | 78417 | NONE | PC | SUPPORT PROGRAMS | $8,000 | |
| RISE SCHOOL OF CORPUS CHRISTI | ||||||||
| 2030 RISE ROAD | CORPUS CHRISTI | TX | 78411 | NONE | PC | SCHOLARSHIP PROGRAMS | $3,000 | |
| ROBSTOWN AREA HISTORICAL MUSEUM | ||||||||
| PO BOX 467 | ROBSTOWN | TX | 78380 | NONE | PC | SUPPORT PROGRAMS | $750 | |
| ROTARY CLUB OF CORPUS CHRISTI | ||||||||
| 921 NORTH CHAPARRAL SUITE 210 | CORPUS CHRISTI | TX | 78401 | NONE | PC | SUPPORT PROGRAMS | $3,000 | |
| SACRED HEART CHURCH | ||||||||
| 217 WEST SAN PATRICIO | MATHIS | TX | 78368 | NONE | PC | SUPPORT PROGRAMS | $2,375 | |
| SEA CITY WORK CAMP | ||||||||
| PO BOX 10449 | CORPUS CHRISTI | TX | 78460 | NONE | PC | SUPPORT PROGRAMS | $2,000 | |
| SHELTER A MUTT INC | ||||||||
| 6690 STATE HIGHWAY 359 | ALICE | TX | 78333 | NONE | PC | SUPPORT PROGRAMS | $2,500 | |
| SISTERS OF PROVIDENCE | ||||||||
| PO BOX 1093 | ST MARY OF THE WOODS | IN | 47876 | NONE | PC | SUPPORT PROGRAMS | $1,500 | |
| SOUTH TEXAS LIGHTHOUSE FOR THE BLIND | ||||||||
| 4421 AGNES STREET | CORPUS CHRISTI | TX | 78405 | NONE | PC | PROJECT SUPPORT | $5,000 | |
| SOUTH TEXAS PUBLIC BROADCASTING INC | ||||||||
| 3205 SOUTH STAPLES | CORPUS CHRISTI | TX | 78411 | NONE | PC | SUPPORT PROGRAMS | $9,000 | |
| ST JAMES EPISCOPAL SCHOOL OF CORPUS CHRI | ||||||||
| 602 SOUTH CARANCAHUA STREET | CORPUS CHRISTI | TX | 78411 | NONE | PC | SCHOLARSHIP PROGRAM | $3,000 | |
| ST JOHN PAUL II HIGH SCHOOL | ||||||||
| 3036 SARATOGA BLVD | CORPUS CHRISTI | TX | 78412 | NONE | PC | SUPPORT PROGRAMS | $5,500 | |
| ST PIUS MISSION | ||||||||
| PO BOX 119 | SANDIA | TX | 78383 | NONE | PC | SUPPORT PROGRAMS | $1,625 | |
| ST THOMAS THE APOSTLE CATHOLIC CHURCH | ||||||||
| 16602 FM 624 | ROBSTOWN | TX | 78380 | NONE | PC | SUPPORT PROGRAMS | $3,000 | |
| ST JOHN NEPOMUCENE CATHOLIC CHURCH | ||||||||
| 603 NORTH FIRST STREET | ROBSTOWN | TX | 78380 | NONE | PC | SUPPORT PROGRAMS | $2,250 | |
| TENNIS SUCCESS | ||||||||
| PO BOX 71647 | CORPUS CHRISTI | TX | 78467 | NONE | PC | SUPPORT PROGRAMS | $4,000 | |
| TEXAS A&M AGRILIFE EXTENSION SERVICE | ||||||||
| 10345 HIGHWAY 44 | CORPUS CHRISTI | TX | 78406 | NONE | PC | SUPPORT PROGRAMS | $36,000 | |
| TEXAS A&M AGRILIFE RESEARCH | ||||||||
| 10345 HIGHWAY 44 | CORPUS CHRISTI | TX | 78406 | NONE | PC | SUPPORT PROGRAMS | $30,000 | |
| TEXAS A&M UNIVERSITY-CORPUS CHRISTI FOUN | ||||||||
| 6300 OCEAN DRIVE UNIT 5741 | CORPUS CHRISTI | TX | 78412 | NONE | PC | ENDOWNMENT | $20,000 | |
| TEXAS MARITIME MUSEUM ASSOCIATION | ||||||||
| 1202 NAVIGATION CIRCLE | ROCKPORT | TX | 78382 | NONE | PC | UNDERWRITING SUPPORT FOR EDUCATIONAL PROGRAMMING AT THE TEXAS MARITIME MUSEUM | $3,000 | |
| TEXAS STATE AQUARIUM ASSOCIATION | ||||||||
| 2710 NORTH SHORELINE BLVD | CORPUS CHRISTI | TX | 78402 | NONE | PC | SUPPORT PROGRAMS | $6,500 | |
| TEXAS STATE MUSEUM OF ASIAN CULTURES | ||||||||
| PO BOX 464 | CORPUS CHRISTI | TX | 78403 | NONE | PC | JOURNIGO IMMERSIVE TECHNOLOGY MOBILE APP | $5,000 | |
| THE MIRACLE LEAGUE OF CORPUS CHRISTI | ||||||||
| PO BOX 531 | CORPUS CHRISTI | TX | 78403 | NONE | PC | MIRACLE LEAGUE 2023 | $3,000 | |
| THE SALVATION ARMY CC TX | ||||||||
| PO BOX 2507 | CORPUS CHRISTI | TX | 78403 | NONE | PC | SUPPORT PROGRAMS | $5,000 | |
| TIMON'S MINISTRIES | ||||||||
| 10501 SOUTH PADRE ISLAND DRIVE | CORPUS CHRISTI | TX | 78418 | NONE | PC | MEDICAL FUNDING | $3,000 | |
| WESLEY COMMUNITY CENTER | ||||||||
| PO BOX 7099 | CORPUS CHRISTI | TX | 78467 | NONE | PC | SUPPORT PROGRAMS | $6,000 | |
| WOMEN'S SHELTER OF SOUTH TEXAS | ||||||||
| PO BOX 3368 | CORPUS CHRISTI | TX | 78463 | NONE | PC | SUPPORT PROGRAMS | $3,500 | |
| YOUTH ODYSSEY INC | ||||||||
| PO 331394 | CORPUS CHRISTI | TX | 78463 | NONE | PC | PROJECT SUPPORT FOR YOUTH LEADERSHIP PROGRAM | $5,000 | |
| YWCA OF CORPUS CHRISTI | ||||||||
| 4601 CORONA DRIVE | CORPUS CHRISTI | TX | 78411 | NONE | PC | SUPPORT PROGRAMS | $6,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $428,875 | 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 | $87,868 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $3,507 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,218,573 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,309,948 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,309,948 | 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 | $3,985 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,985 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 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 | $1,313 | 5.000000000000 | |
| LAND | $131,419 | VAR | 0.000000000000 | $0 | $0 | 2014-06-30 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $6,997,981 | EOYBookValueAmt |
| EOYFMV | $7,611,291 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| COMPUTER & PRINTER | $1,586 | $1,496 | $90 | $90 |
| LAND | $131,419 | $0 | $131,419 | $600,618 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL AND PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $950 | LegalFeesAmt |
| Net Investment Income | $950 | 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 (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $98 | $98 | $0 |
| INTERNET | $1,324 | $1,324 | $0 |
| P.O. BOX RENT | $332 | $166 | $166 |
| DISCREPANCIES | -$1,142 | -$1,142 | $0 |
| INSURANCE EXPENSE | $2,346 | $2,346 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $272 | BOYBookValueAmt |
| EOY Book Value | $1,785 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER FEES | CategoryTxt |
| Amt | $6,172 | Amt |
| Net Investment Income | $6,172 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $3,343 | $2,507 | $836 |
| FOREIGN TAXES | $2,022 | $2,022 | $0 |
| TAXES | $7,691 | $7,691 | $0 |