H E BUTT FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- H E BUTT FOUNDATION (EIN 74-1239819)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202413199349104566
- Schema version
- 2023v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T14:31:27-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 WOOD AVE S | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | 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 | 741239819 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H E BUTT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEBU | BusinessNameControlTxt |
| Phone | 8303159214 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 290670 | AddressLine1Txt |
| City | KERRVILLE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 780290670 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANICE S FLYNN | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 8303159214 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL SALES | PreparerPersonNm |
| PTIN | P01770943 | PTIN |
| Phone | 7325164200 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $826,147,945 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $664,012 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $6,321,048 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,321,048 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,321,048 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,173,103 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $86,066,147 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,289,647 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $12,669,166 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,149,504 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $5,965,342 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $20,827,329 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,760,199 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $12,286,390 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $740,760 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $37,038 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $37,038 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $703,722 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $8,924,798 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $119,322 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $126,976 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $8,797,822 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,799,391 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $53,162 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $55,765 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,743,626 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $28,913 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $28,913 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $163,277 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $76,639 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $81,639 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $81,638 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,421,217 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,507,426 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $1,507,426 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $913,791 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $167,756 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $167,756 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $167,756 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $152,038 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $152,038 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,429,985 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $253,286 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $253,286 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $119,467 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $119,467 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,369,243 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,369,240 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,570,131 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,961,343 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,128,638 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,011,505 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,151,956 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,551,956 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $28,722,087 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,961,343 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,128,638 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,563,461 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,894,758 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,798,856 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,157,752 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,976,413 | CashBOYAmt |
| Cash EOY | $21,463,083 | CashEOYAmt |
| Cash EOYFMV | $21,463,083 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,647,092 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,536,842 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,536,842 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $85,380 | AcctRcvblAmt |
| Acct Rcvbl BOY | $186,640 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $85,380 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $85,380 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $201,781 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $440,504 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $440,504 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,109,050 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $969,894 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $121,816,245 | CorporateStockBOYAmt |
| Corporate Stock EOY | $122,776,142 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $120,587,762 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $555,474,031 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $528,812,525 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $577,177,817 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $96,750,261 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $36,933,713 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $57,728,436 | LandBOYAmt |
| Land EOY | $59,816,548 | LandEOYAmt |
| Land EOYFMV | $97,996,922 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | -$1,246,590 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,889,741 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $747,030,638 | TotalAssetsBOYAmt |
| Total Assets EOY | $738,793,484 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $826,147,945 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,017,213 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,954,494 | AccountsPayableEOYAmt |
| Grants Payable EOY | $600,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $3,017,213 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,554,494 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $744,013,425 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $736,238,990 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $744,013,425 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $736,238,990 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $747,030,638 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $738,793,484 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $744,013,425 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,894,758 | ExcessRevenueOverExpensesAmt |
| Other Increases | $120,323 | OtherIncreasesAmt |
| Subtotal | $736,238,990 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $736,238,990 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (51 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $18,576,968 | $20,414,282 | -$1,837,314 | -$1,837,314 | |
| GOLUB CAPITAL PARTNERS INTERNATIONAL, L.P. | $2,677,343 | $2,677,343 | $2,677,343 | P | |
| SGOF LIQUIDATING FEEDER LTD | $333,074 | $333,074 | $333,074 | P | |
| RUSSELL 3000 INDEX FUND B | $635,259 | $635,259 | $635,259 | P | |
| POLUNIN EMERGING MARKETS SMALL CAP FUND, LLC | $196,474 | $196,474 | $196,474 | P | |
| WGI DEVELOPED MARKETS EX-U.S. FUND, LLC | $21,207 | $21,207 | $21,207 | P | |
| TORTOISE COMMINGLED MLP FUND LLC | $12,896 | $12,896 | $12,896 | P | |
| LIVEOAK VENTURE PARTNERS III, LP | $11,892 | $11,892 | $11,892 | P | |
| THOMA BRAVO FUND XV-A, L.P. | $9,413 | $9,413 | $9,413 | P | |
| MSCI EAFE CURRENCY HEDGED EQUITY INDEX FUND B | $8,277 | $8,277 | $8,277 | P | |
| TRIVE CAPITAL FUND III LP | $3,663 | $3,663 | $3,663 | P | |
| NCS GLOBAL FUND, LLC | $2,907 | $2,907 | $2,907 | P | |
| GLENDOWER CAPITAL SECONDARY OPPORTUNITIES FUND IV, LP | $1,314 | $1,314 | $1,314 | P | |
| IPI PARTNERS III-A (CAYMAN AIV) LP | $1,091 | $1,091 | $1,091 | P | |
| IPI PARTNERS III-A (AIV) LP | $43 | $43 | $43 | P | |
| TIGER INFRASTRUCTURE PARTNERS FUND III LP | $30 | $30 | $30 | P | |
| ARBOUR LANE CREDIT OPPORTUNITY FUND III (B) LP | $144 | -$144 | -$144 | P | |
| MONTAUK TRIGUARD FUND VI LP. | $146 | -$146 | -$146 | P | |
| EMK CAPITAL PARTNERS II LP | $4,177 | -$4,177 | -$4,177 | P | |
| THE NORTHERN TRUST COMPANY | $11,340 | -$11,340 | -$11,340 | P | |
| STATE STREET U.S. TREASURY INDEX | $54,186 | -$54,186 | -$54,186 | P | |
| THE EMERGING FREE MARKETS COUNTRY FUND | $271,129 | -$271,129 | -$271,129 | P | |
| GQG PARTNERS GLOBAL EQUITY FUND GQG PARTNERS | $846,871 | -$846,871 | -$846,871 | P | |
| INSIGNIA CAPITAL PARTNERS, L.P. | $2,824,731 | $2,824,731 | $2,824,731 | P | |
| GQG PARTNERS GLOBAL EQUITY FUND GQG PARTNERS | $2,126,685 | $2,126,685 | $2,126,685 | P | |
| RUSSELL 3000 INDEX FUND B | $1,222,212 | $1,222,212 | $1,222,212 | P | |
| NCS GLOBAL FUND, LLC | $1,222,169 | $1,222,169 | $1,222,169 | P | |
| LINDSELL TRAIN GLOBAL EQUITY LLC | $480,336 | $480,336 | $480,336 | P | |
| POLUNIN EMERGING MARKETS SMALL CAP FUND, LLC | $417,723 | $417,723 | $417,723 | P | |
| SEARCHLIGHT CAPITAL III, L.P. | $283,797 | $283,797 | $283,797 | P | |
| STEPSTONE VC OPPORTUNITIES III, LP | $201,175 | $201,175 | $201,175 | P | |
| STEPSTONE VC SECONDARIES FUND IV, LP | $144,746 | $144,746 | $144,746 | P | |
| TORTOISE COMMINGLED MLP FUND LLC | $144,359 | $144,359 | $144,359 | P | |
| DCM PRIVATE EQUITY FUND III, LLC | $119,822 | $119,822 | $119,822 | P | |
| THE EMERGING FREE MARKETS COUNTRY FUND | $76,022 | $76,022 | $76,022 | P | |
| SEARCHLIGHT CAPITAL III OPT, L.P. | $46,062 | $46,062 | $46,062 | P | |
| GEORGIAN PARTNERS GROWTH FUND (INTERNATIONAL | $43,103 | $43,103 | $43,103 | P | |
| WGI DEVELOPED MARKETS EX-U.S. FUND, LLC | $34,334 | $34,334 | $34,334 | P | |
| GLENDOWER CAPITAL SECONDARY OPPORTUNITIES FUND IV, LP | $31,012 | $31,012 | $31,012 | P | |
| MONTAUK TRIGUARD FUND VI LP. | $27,829 | $27,829 | $27,829 | P | |
| CVI CREDIT VALUE FUND B IV LP | $7,721 | $7,721 | $7,721 | P | |
| KAYNE PRIVATE ENERGY INCOME FUND II, L.P. | $986 | $986 | $986 | P | |
| TIGER INFRASTRUCTURE PARTNERS FUND III LP | $142 | $142 | $142 | P | |
| VANCE STREET CAPITAL III, LP | $2 | $2 | $2 | P | |
| MREP GLOBAL VI LP | $784 | -$784 | -$784 | P | |
| ARBOUR LANE CREDIT OPPORTUNITY FUND III (B) LP | $2,472 | -$2,472 | -$2,472 | P | |
| BLUE LAKE CAPITAL FUND III, L.P. | $9,447 | -$9,447 | -$9,447 | P | |
| TOWNSQUARE REAL ESTATE ALPHA FUND I, LP | $84,719 | -$84,719 | -$84,719 | P | |
| THE NORTHERN TRUST COMPANY | $216,858 | -$216,858 | -$216,858 | P | |
| STATE STREET U.S. TREASURY INDEX | $774,888 | -$774,888 | -$774,888 | P | |
| MSCI EAFE CURRENCY HEDGED EQUITY INDEX FUND B | $965,729 | -$965,729 | -$965,729 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,289,647 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$283,527 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $261,304 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $261,304 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $261,304 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,472,052 | 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 | $1,472,052 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,210,748 | OverpaymentAmt |
| Applied To ES Tax | $1,210,748 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.HEBFDN.ORG | WebsiteAddressTxt |
| Individual With Books | PAUL ANDERSON | IndividualWithBooksNm |
| Phone | 8303159214 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 719 EARL GARRET STREET | AddressLine1Txt |
| City | KERRVILLE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78028 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| SARAH BUTT OLDESCHULTE | ||||||||
| PO BOX 290670 | KERRVILLE | TX | 780290670 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| HOWARD E BUTT III | ||||||||
| PO BOX 839986 | SAN ANTONIO | TX | 78283 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ALEXANDRA ROGERS CRAWFORD | ||||||||
| PO BOX 290670 | KERRVILLE | TX | 780290670 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEPHEN W BUTT | ||||||||
| PO BOX 839986 | SAN ANTONIO | TX | 78283 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAVID M ROGERS | ||||||||
| PO BOX 290670 | KERRVILLE | TX | 780290670 | PRESIDENT | 40.00 | $331,901 | $19,800 | $0 |
| DEBORAH BUTT ROGERS | ||||||||
| PO BOX 290670 | KERRVILLE | TX | 780290670 | VP/SECRETARY-TREASURER | 5.00 | $0 | $0 | $0 |
| JANICE S FLYNN | ||||||||
| PO BOX 290670 | KERRVILLE | TX | 780290670 | ASST. SECRETARY-TREASURER | 40.00 | $408,859 | $19,800 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| PERRI ROSHEGER | ||||||||
| PO BOX 290670 | KERRVILLE | TX | 780290670 | VP - COMM ENGAGEMENT | 40.00 | $285,835 | $17,150 | $0 |
| WILLIAM DODD | ||||||||
| PO BOX 290670 | KERRVILLE | TX | 780290670 | ED - STORYTELLING/CO | 40.00 | $234,161 | $14,050 | $0 |
| STEVEN PURCELL | ||||||||
| PO BOX 290670 | KERRVILLE | TX | 780290670 | ED OF LAITY LODGE | 40.00 | $226,704 | $13,602 | $0 |
| GWENDA MCFADDEN | ||||||||
| PO BOX 290670 | KERRVILLE | TX | 780290670 | SR DIRECTOR HR | 40.00 | $188,599 | $11,316 | $0 |
| SCOTT HEARE | ||||||||
| PO BOX 290670 | KERRVILLE | TX | 780290670 | ED OF CONGR. COLLECT | 40.00 | $183,952 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 75 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BENERATION LLC | |||||
| 2124 RACE STREET | PHILADELPHIA | PA | 19103 | BENEFITS SERVICES | $1,809,751 |
| CARD AND COMPANY ARCHITECTS PLLC | |||||
| 764 E LOCUST | SAN ANTONIO | TX | 78212 | ARCHITECT | $511,451 |
| KINGS PATH PARTNERS LLC | |||||
| DEPARTMENT 3570 POB 4110 | WOBURN | MA | 018884110 | INVESTMENT SERVICES | $313,185 |
| NEPC LLC | |||||
| 206 BROOKS STREET | SUGAR LAND | TX | 77478 | INVESTMENT SERVICES | $280,910 |
| CREOARC LLC | |||||
| 51 ESSEX STREET | SAN ANTONIO | TX | 78210 | INTERIOR DESIGN | $186,870 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 10 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SUPPORT OF LEAKEY, TX BASED PUBLIC CHARITIES THAT HOST CHRISTIAN RETREATS FOR ADULTS, FAMILIES, AND YOUTH ON PROPERTY OWNED BY THE FOUNDATION . | Description1Txt |
| Expenses1 | $9,303,023 | Expenses1Amt |
| Description2 | HEBF STRATEGIC INITIATIVES FOR MENTAL HEALTH, HEALTHY FAMILIES, HEALTHY COMMUNITIES, AND INFLUENCING FUTURE LEADERS. | Description2Txt |
| Expenses2 | $5,607,228 | Expenses2Amt |
| Description3 | FREE CAMPING FACILITIES ON A 1900-ACRE RANCH PROVIDED FOR OVER 200 NONPROFIT GROUPS, HOSTING OVER 20,000 PEOPLE. YOUTH, ADULTS, ELDERLY, MINORITIES, AND THE HANDICAPPED SHARED FELLOWSHIP AND LEARNING IN THIS BEAUTIFUL SETTING. | Description3Txt |
| Expenses3 | $1,326,633 | Expenses3Amt |
| Description4 | OUTDOOR SCHOOL PROVIDED OUTDOOR EDUCATIONAL OPPORTUNITIES FOR OVER 20 SCHOOLS AND 2,500 STUDENTS. | Description4Txt |
| Expenses4 | $630,475 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $681,538,838 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,649,628 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $688,188,466 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $688,188,466 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,322,827 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $677,865,639 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,893,282 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,563,461 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $6,098,077 | CharitableAssetsAcquisPaidAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $27,661,538 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $10,157,752 | CurrentYearAmt |
| Year1 | $9,257,100 | Year1Amt |
| Year2 | $17,916,358 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $37,331,210 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $8,634,089 | CurrentYearAmt |
| Year1 | $7,868,535 | Year1Amt |
| Year2 | $15,228,904 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $31,731,529 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $27,661,538 | CurrentYearAmt |
| Year1 | $39,335,256 | Year1Amt |
| Year2 | $30,283,406 | Year2Amt |
| Year3 | $26,423,750 | Year3Amt |
| Total | $123,703,950 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,559,956 | CurrentYearAmt |
| Year1 | $2,484,461 | Year1Amt |
| Year2 | $3,139,772 | Year2Amt |
| Year3 | $2,624,785 | Year3Amt |
| Total | $11,808,974 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $24,101,582 | CurrentYearAmt |
| Year1 | $36,850,795 | Year1Amt |
| Year2 | $27,143,634 | Year2Amt |
| Year3 | $23,798,965 | Year3Amt |
| Total | $111,894,976 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $22,595,521 | CurrentYearAmt |
| Year1 | $21,614,768 | Year1Amt |
| Year2 | $16,308,693 | Year2Amt |
| Year3 | $14,167,131 | Year3Amt |
| Total | $74,686,113 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (136 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALTA ARCHITECTS | ||||||
| 723 SOUTH FLORES ST | SAN ANTONIO | TX | 78204 | PC | BENEFIT FOR SA FOOD BANK | $1,200 |
| AMBLESIDE SCHOOL OF FREDERICKS | ||||||
| 406 POST OAK RD | FREDERICKSBURG | TX | 78624 | PC | APRIL 2023 FUNDRAISER | $500 |
| AMERICAN CAMP ASSOCIATION | ||||||
| 5000 STATE ROAD 67 NORTH | MARTINSVILLE | IN | 461519984 | PC | SPONSORSHIP | $5,000 |
| AMERICAN CAMP ASSOCIATION | ||||||
| 5000 STATE ROAD 67 NORTH | MARTINSVILLE | IN | 461519984 | PC | PHASE 3 SCOPE OF WORK | $202,442 |
| AMERICAN INDIANS IN TEXAS AT T | ||||||
| 1616 E COMMERCE ST | SAN ANTONIO | TX | 78205 | PC | CONTRIBUTION GRAND OPENING | $2,500 |
| AMERICAN INDIANS IN TEXAS AT T | ||||||
| 1616 E COMMERCE ST | SAN ANTONIO | TX | 78205 | PC | GENERAL SUPPORT | $5,000 |
| ASSET FUNDERS NETWORK | ||||||
| 2045 W GRAND AVE STE B50387 | CHICAGO | IL | 606121577 | PC | ASSET FUNDERS NETWORK MEMBERSHIP/REGINAL | $6,000 |
| AUSTIN COMMUNITY FOUNDATION | ||||||
| 4315 GUADALUPE ST STE 300 | AUSTIN | TX | 78751 | PC | TEXAS BEHAVIORAL FUNDERS GROUP SUPPORT | $2,500 |
| AVANCE | ||||||
| 903 BILLY MITCHELL BLVD SUITE 100 | SAN ANTONIO | TX | 78226 | PC | SAN ANTONIO-SOUL CARE CONTRIBUTION | $17,000 |
| AVANCE | ||||||
| 903 BILLY MITCHELL BLVD SUITE 100 | SAN ANTONIO | TX | 78226 | PC | SAN ANTONIO-2023 CAPACITY BUILDING CONTRIBUTION | $500 |
| BEXAR COUNTY HEALTH COLLABORAT | ||||||
| 2300 W COMMERCE ST STE 301 | SAN ANTONIO | TX | 78207 | PC | SOUL CARE CONTRIBUTION | $17,000 |
| BIG BROTHERS BIG SISTERS OF SOUTH TEXAS | ||||||
| 10843 GULFDALE STREET | SAN ANTONIO | TX | 78216 | PC | SOUL CARE CONTRIBUTION | $17,000 |
| BLUE PRINT MINISTRIES | ||||||
| 4047 NACO-PERRIN STE 203 | SAN ANTONIO | TX | 78217 | PC | 2023 CAPACITY BUILDING CONTRIBUTION | $500 |
| BLUE PRINT MINISTRIES | ||||||
| PO BOX 782128 | SAN ANTONIO | TX | 78278 | PC | SOUL CARE CONTRIBUTION | $17,000 |
| BOYS AND GIRLS CLUBS | ||||||
| 600 S W 19TH STREET | SAN ANTONIO | TX | 78207 | PC | GENERAL SUPPORT | $75,000 |
| BRIA WOODS | ||||||
| 55 BIGHORN CANYON | SAN ANTONIO | TX | 78258 | PC | GENERAL SUPPORT | $500 |
| CAMP OF THE HILLS | ||||||
| 1552 COUNTY RD 344 | MARBLE FALLS | TX | 78654 | PC | COMMUNITY GRANT-LLANO JR. HIGH 2/13 | $1,600 |
| CAMP OF THE HILLS | ||||||
| 1552 COUNTY RD 344 | MARBLE FALLS | TX | 78654 | PC | COMMUNITY GRANT-LLANO CROSSROADS 3/3/23 | $240 |
| CAMP OF THE HILLS | ||||||
| 1552 COUNTY RD 344 | MARBLE FALLS | TX | 78654 | PC | COMMUNITY GRANT-FALLS CAREER HS 3/10/23 | $600 |
| CAMP WOOD PUBLIC LIBRARY | ||||||
| PO BOX 138 | CAMP WOOD | TX | 78833 | PC | GENERAL SUPPORT | $1,000 |
| CENTER FOR APPLIED SCIENCE & T | ||||||
| 200 E BASSE RD STE 201 | SAN ANTONIO | TX | 78209 | PC | 2023 SPONSORSHIP | $5,000 |
| CENTER FOR APPLIED SCIENCE & T | ||||||
| 200 E BASSE RD STE 201 | SAN ANTONIO | TX | 78209 | PC | THREE YEARS OF FEAR PLAY SPONSORSHIP | $2,500 |
| CHCS FOUNDATION | ||||||
| 6800 PARK TEN BLVD STE 200 S | SAN ANTONIO | TX | 78213 | PC | MEAL SPONSOR-BEHAVIOR HEALTH & WELLNESS | $5,000 |
| CHILDREN'S BEREAVEMENT CENTER | ||||||
| 205 W OLMOS DRIVE 101 | SAN ANTONIO | TX | 78212 | PC | SOUL CARE CONTRIBUTION | $17,000 |
| CHILDREN'S BEREAVEMENT CENTER | ||||||
| 205 W OLMOS DRIVE 101 | SAN ANTONIO | TX | 78212 | PC | GENERAL SUPPORT | $1,000 |
| CHILDREN'S BEREAVEMENT CENTER | ||||||
| 205 W OLMOS DRIVE 101 | SAN ANTONIO | TX | 78212 | PC | 23RD ANNUAL HEARTS IN HARMONY GALA | $1,000 |
| CLARITY CHILD GUIDANCE CENTER | ||||||
| 8535 TOM SLICK | SAN ANTONIO | TX | 78229 | PC | CLARITYCON 2023 SPONSORSHIP | $10,000 |
| COMMUNITIES IN SCHOOLS OF SAN ANTONIO | ||||||
| 1616 E COMMERCE | SAN ANTONIO | TX | 78205 | PC | BASECAMPUS PROJECT | $110,750 |
| COMMUNITIES IN SCHOOLS OF SAN ANTONIO | ||||||
| 1616 E COMMERCE | SAN ANTONIO | TX | 78205 | PC | EVENT SPONSORSHIP | $3,000 |
| COMMUNITY FOUNDATION OF THE TEXAS HILL COUNTRY | ||||||
| 241 EARL GARRETT STREET | KERRVILLE | TX | 78028 | PC | NONPROFIT SUMMIT SPONSORSHIP | $5,000 |
| COMMUNITY FOUNDATION OF THE TEXAS HILL COUNTRY | ||||||
| 241 EARL GARRETT STREET | KERRVILLE | TX | 78028 | PC | GENERAL SUPPORT | $4,800 |
| COMMUNITY HEALTH DEVELOPMENT I | ||||||
| 908 S EVANS ST BLDG A | UVALDE | TX | 788016034 | PC | GENERAL SUPPORT | $100,000 |
| COMMUNITY HEALTH DEVELOPMENT INC | ||||||
| 908 S EVANS ST BLDG A | UVALDE | TX | 788016034 | PC | GENERAL SUPPORT | $50,000 |
| CULTURINGUA | ||||||
| 8920 JOHN BARRETT DRIVE | SAN ANTONIO | TX | 78240 | PC | WELCOME WALK & FESTIVAL SPONSORSHIP | $5,000 |
| CULTURINGUA | ||||||
| 8920 JOHN BARRETT DRIVE | SAN ANTONIO | TX | 78240 | PC | GENERAL SUPPORT | $75,000 |
| DIVIDE VOLUNTEER FIRE DEPARTMENT | ||||||
| P O BOX 259 | MOUNTAIN HOME | TX | 780580259 | PC | ANNUAL CONTRIBUTION | $1,000 |
| EMPOWER HOUSE SA | ||||||
| 801 N OLIVE | SAN ANTONIO | TX | 78201 | PC | BUTTERFLY BRUNCH SPONSORSHIP | $5,000 |
| EMPOWER HOUSE SA | ||||||
| 801 N OLIVE | SAN ANTONIO | TX | 78201 | PC | SOUL CARE CONTRIBUTION | $30,000 |
| EOE SACRED HEART CHURCH RETREAT | ||||||
| LRF-719 EARL GARRETT | KERRVILLE | TX | 78028 | PC | RETREAT AT LL FOR SACRED HEART | $5,400 |
| FAITH AND COMMUNITY WELLNESS CENTER | ||||||
| 814RITTIMAN PLAZA | SAN ANTONIO | TX | 78218 | PC | SPIRITUAL MENTAL HEALTH CONFERENCE | $3,000 |
| FRIENDS OF THE LIBRARY ASSOCIA | ||||||
| P O BOX 488 | LEAKEY | TX | 78833 | PC | GENERAL SUPPORT | $1,000 |
| FRIO CANYON CHAMBER OF COMMERC | ||||||
| PO BOX 743 | LEAKEY | TX | 78873 | PC | JULY JUBILEE | $2,000 |
| FRIO CANYON EMS INC | ||||||
| P O BOX 803 | LEAKEY | TX | 78873 | PC | SONGS ON THE RIVER FUNDRAISER | $10,000 |
| FRIO CANYON PARKS ASSOCIATION | ||||||
| P O BOX 361 | LEAKEY | TX | 788730361 | PC | CHRISTMAS AT THE PARK CONTRIBUTION | $500 |
| FRIO CANYON PARKS ASSOCIATION | ||||||
| P O BOX 361 | LEAKEY | TX | 788730361 | PC | CONTRIBUTION TOWARDS NEW PLAYGROUND EQUI | $500 |
| GARDOPIA GARDENS | ||||||
| 619 N NEW BRAUNFELS | SAN ANTONIO | TX | 78202 | PC | 2023 GARDEN AWARDS GALA SPONSORSHIP | $2,500 |
| GARDOPIA GARDENS | ||||||
| 619 N NEW BRAUNFELS | SAN ANTONIO | TX | 78202 | PC | GENERAL SUPPORT | $75,000 |
| GIRLS ON THE RUN BEXAR COUNTY | ||||||
| 10223 MCALLISTER FREEWAY STE 101 | SAN ANTONIO | TX | 78216 | PC | SPRING 2024 5K SPONSORSHIP | $2,500 |
| GIRLS INC | ||||||
| 2214 BASSE ROAD | SAN ANTONIO | TX | 78213 | PC | SOUL CARE CONTRIBUTION | $17,000 |
| GOOD SAMARITAN COMMUNITY SERVICE | ||||||
| 1600 SALTILLO STREET | SAN ANTONIO | TX | 78207 | PC | SOUL CARE CONTRIBUTION | $17,000 |
| HILL COUNTRY ALLIANCE | ||||||
| PO BOX 151675 | AUSTIN | TX | 78715 | PC | GENERAL SUPPORT | $10,000 |
| HILL COUNTRY ALLIANCE | ||||||
| PO BOX 151675 | AUSTIN | TX | 78715 | PC | GENERAL SUPPORT | $5,000 |
| HILL COUNTRY PATRIOTS INC | ||||||
| 1701 LANDMARK RD | KERRVILLE | TX | 78028 | PC | CONTRIBUTION-TEAM BAGS | $1,500 |
| HILL COUNTRY UNITED SOCCER CLU | ||||||
| 375 BERMUDA LN | FREDERICKSBURG | TX | 78624 | PC | TOURNAMENT | $500 |
| HOUSE OF NEIGHBORLY SERVICE | ||||||
| 407 N CALAVERAS ST | SAN ANTONIO | TX | 78207 | PC | SOUL CARE CONTRIBUTION | $17,000 |
| HOUSE OF NEIGHBORLY SERVICE | ||||||
| 407 N CALAVERAS ST | SAN ANTONIO | TX | 78207 | PC | 2023 CAPACITY BUILDING CONTRIBUTION | $500 |
| HOUSE OF NEIGHBORLY SERVICE | ||||||
| 407 N CALAVERAS ST | SAN ANTONIO | TX | 78207 | PC | LA CONCINA DEL BARRIO LUNCHEON SPONSORSH | $2,500 |
| INNER CITY DEVELOPMENT | ||||||
| 1300 CHIHUAHUA | SAN ANTONIO | TX | 78207 | PC | FRIENDSHIP FESTIVAL CONTRIBUTION | $2,500 |
| INTERFAITH SAN ANTONIO ALLIANCE | ||||||
| 901 NE INTERSTATE 410 LOOP | SAN ANTONIO | TX | 78209 | PC | FESTIVAL SPONSORSHIP | $2,500 |
| INTERNATIONAL FACILITIES MANAGEMENT ASSOCIATION | ||||||
| PO BOX 461085 | SAN ANTONIO | TX | 78246 | PC | ANNUAL FUNDRAISER | $500 |
| JOVEN | ||||||
| PO BOX 14007 | SAN ANTONIO | TX | 78214 | PC | SOUL CARE CONTRIBUTION | $17,000 |
| KEEP IT REAL BEAUTIFUL | ||||||
| PO BOX 831 | LEAKEY | TX | 78873 | PC | JULY JUBILEE STREET DANCE | $2,000 |
| KERR COUNTY 4-H | ||||||
| 3775 HWY 27 | KERRVILLE | TX | 78028 | PC | CONTRIBUTION-ANIMAL PROJECT CTR IMPROVEMENT | $500 |
| KERR YMCA | ||||||
| 213 C ST | KERRVILLE | TX | 78028 | PC | YMCA VOLLEYBALL GAME DAY SPONSORSHIP | $500 |
| LAITY LODGE FOUNDATION | ||||||
| PO BOX 290670 | KERRVILLE | TX | 78029 | PC | GENERAL SUPPORT | $330,506 |
| LAITY RENEWAL FOUNDATION | ||||||
| PO BOX 290670 | KERRVILLE | TX | 78029 | PC | GENERAL SUPPORT | $83,554 |
| LEAKEY ISD | ||||||
| P O BOX 1129 | LEAKEY | TX | 78873 | PC | CONTRIBUTION-PRE-K TEACHER SUPPORT | $14,000 |
| LEAKEY UNITED METHODIST CHURCH | ||||||
| PO BOX 417 | LEAKEY | TX | 78873 | PC | FEED MY LAMBS BACKPACK PROGRAM | $2,000 |
| LEAKEY VOLUNTEER FIRE DEPARTME | ||||||
| P O BOX 250 | LEAKEY | TX | 788730250 | PC | GENERAL SUPPORT | $7,000 |
| LIVE LIKE JOHNNY ORGANIZATION | ||||||
| PO BOX 1017 | JACKSBORO | TX | 76458 | PC | LIVE LIKE JOHNNY FOUNDATION CONTRIBUTIO | $500 |
| MADONNA CENTER INC | ||||||
| 1906 CASTROVILLE RD | SAN ANTONIO | TX | 78237 | PC | 2023 CAPACITY BUILDING CONTRIBUTION | $500 |
| MAESTRO ENTREPRENEUR CENTER | ||||||
| 1811 S LAREDO STREET | SAN ANTONIO | TX | 78207 | PC | SMALL BUSINESS CHAMPION LUNCHEON | $5,000 |
| MARTINEZ STREET WOMEN'S CENTER | ||||||
| 801 OLIVE STREET | SAN ANTONIO | TX | 78202 | PC | 2023 CAPACITY BUILDING CONTRIBUTION | $500 |
| MEXICAN AMERICAN CIVIL RIGHTS | ||||||
| PO BOX 12085 | SAN ANTONIO | TX | 78212 | PC | GENERAL SUPPORT | $2,000 |
| MUSICAL BRIDGES AROUND THE WOR | ||||||
| 23705 FRONTAGE ROAD 101 | SAN ANTONIO | TX | 78257 | PC | GENERAL SUPPORT | $75,000 |
| MUSICAL BRIDGES AROUND THE WOR | ||||||
| 23705 FRONTAGE ROAD 101 | SAN ANTONIO | TX | 78257 | PC | MUSICA VIVA! CONTRIBUTION | $5,000 |
| NAMI GREATER SAN ANTONIO | ||||||
| 6800 PARK TEN BLVD 248-E | SAN ANTONIO | TX | 78213 | PC | NAMI WALKS SPONSORSHIP | $2,500 |
| NAMI GREATER SAN ANTONIO | ||||||
| 6800 PARK TEN BLVD 248-E | SAN ANTONIO | TX | 78213 | PC | SOUL CARE CONTRIBUTION | $17,000 |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | ||||||
| 1667 K STREET NW SUITE 550 | WASHINGTON | DC | 20006 | PC | 2023 LEADERSHIP CIRCLE CONTRIBUTION | $10,000 |
| NATIONAL CHRISTIAN FOUNDATION | ||||||
| 11625 RAINWATER DR STE 500 | ALPHARETTA | GA | 30009 | PC | GENERAL SUPPORT | $30,000 |
| NEW LEADERS COUNCIL | ||||||
| 1050 CONNECTICUT AVE 66004 | WASHINGTON | DC | 20035 | PC | SAN ANTONIO -CHAPTER FUNDRAISER | $2,500 |
| NUECES CANYON EMS | ||||||
| P O BOX 460 | CAMP WOOD | TX | 78833 | PC | GENERAL SUPPORT | $1,000 |
| NUECES CANYON VOLUNTEER FIRE D | ||||||
| P O BOX 552 | CAMP WOOD | TX | 78833 | PC | GENERAL SUPPORT | $1,000 |
| PATHNORTH | ||||||
| P O BOX 42540 | WASHINGTON | DC | 20015 | PC | FINAL INSTALLMENT | $50,000 |
| PHILANTHROPY SOUTHWEST | ||||||
| 3000 PEGASUS PARK DR STE 706 | DALLAS | TX | 75247 | PC | LEGACY DOCUMENTARY PROJECT CONTRIBUTION | $33,000 |
| PLAYHOUSE 2000 | ||||||
| P O BOX 290088 | KERRVILLE | TX | 78029 | PC | PLAYHOUSE 2000 GRANT | $500 |
| PRESA COMMUNITY CENTER | ||||||
| 3721 S PRESA STREET | SAN ANTONIO | TX | 78210 | PC | SOUL CARE CONTRIBUTION | $17,000 |
| PROJECT TRANSFORMATION RIO TEX | ||||||
| 16400 HUEBNER RD | SAN ANTONIO | TX | 78248 | PC | SOUL CARE CONTRIBUTION | $1,500 |
| PROJECT TRANSFORMATION RIO TEX | ||||||
| 16400 HUEBNER RD | SAN ANTONIO | TX | 78248 | PC | SOUL CARE CONTRIBUTION | $17,000 |
| PROSPER WEST | ||||||
| P O BOX 37569 | SAN ANTONIO | TX | 78237 | PC | GENERAL SUPPORT | $5,000 |
| PROSPER WEST | ||||||
| P O BOX 37569 | SAN ANTONIO | TX | 78237 | PC | GENERAL SUPPORT | $2,500 |
| RCCMH | ||||||
| 140 W SUNSET RD | SAN ANTONIO | TX | 782092633 | PC | DONATION FROM CRAWFORDS TRANS TO RCCMH (BATCH 28523) | $5,000 |
| RCCMH | ||||||
| 140 W SUNSET RD | SAN ANTONIO | TX | 782092633 | PC | TRANSFER FUNDS FROM HEBF FROST | $250,000 |
| RCCMH | ||||||
| 140 W SUNSET RD | SAN ANTONIO | TX | 782092633 | PC | TRANSFER FUNDS FROM HEBF FROST | $300,000 |
| RCCMH | ||||||
| 140 W SUNSET RD | SAN ANTONIO | TX | 782092633 | PC | RCCMH DONATION (DONALD TEST) | $50,000 |
| REAL COUNTY EMERGENCY OPERATIO | ||||||
| P O BOX 445 | LEAKEY | TX | 788730445 | PC | GENERAL SUPPORT | $2,000 |
| REAL COUNTY JR LIVESTOCK SHOW | ||||||
| PO BOX 163 | LEAKEY | TX | 788730163 | PC | EVENT SPONSORSHIP | $1,000 |
| RESTORE EDUCATION | ||||||
| 4205 SAN PEDRO AVE | SAN ANTONIO | TX | 78212 | PC | 15TH ANNIVERSARY GALA CONTRIBUTION | $5,000 |
| RESTORE EDUCATION | ||||||
| 4205 SAN PEDRO AVE | SAN ANTONIO | TX | 78212 | PC | SOUL CARE CONTRIBUTION | $17,000 |
| RESTORE EDUCATION | ||||||
| 4205 SAN PEDRO AVE | SAN ANTONIO | TX | 78212 | PC | 2023 CAPACITY BUILDING CONTRIBUTION | $500 |
| RISE RECOVERY | ||||||
| 2803 MOSSROCK | SAN ANTONIO | TX | 78230 | PC | SOUL CARE CONTRIBUTION | $17,000 |
| RISE RECOVERY | ||||||
| 2803 MOSSROCK | SAN ANTONIO | TX | 78230 | PC | SPONSORSHIP | $2,500 |
| RISE RECOVERY | ||||||
| 2803 MOSSROCK | SAN ANTONIO | TX | 78230 | PC | 2023 CAPACITY BUILDING CONTRIBUTION | $500 |
| ROTARY CLUB OF SAN ANTONIO | ||||||
| 110 BROADWAY STE 220 | SAN ANTONIO | TX | 78205 | PC | CORRYMEELA GRANT/SPONSORSHIP | $15,000 |
| SA HEALS | ||||||
| 525 ARUTHUR STREET | SAN ANTONIO | TX | 78202 | PC | WE LIVE HERE CONTRIBUTION | $5,000 |
| SA HOPE CENTER | ||||||
| 321 N GENERAL MCMULLEN DRIVE | SAN ANTONIO | TX | 78237 | PC | SOUL CARE CONTRIBUTION | $17,000 |
| SA HOPE CENTER | ||||||
| 321 N GENERAL MCMULLEN DRIVE | SAN ANTONIO | TX | 78237 | PC | HOPE ON THE HORIZON:SUNRISE GALA CONTRIB | $5,000 |
| SA HOPE CENTER | ||||||
| 321 N GENERAL MCMULLEN DRIVE | SAN ANTONIO | TX | 78237 | PC | 2023 CAPACITY BUILDING CONTRIBUTION | $500 |
| SA YOUTH | ||||||
| P O BOX 7844 | SAN ANTONIO | TX | 78207 | PC | CHIPS N SALSA SPONSORSHIP | $3,000 |
| SACRDORG | ||||||
| 1150 N LOOP 1604 W STE 108-295 | SAN ANTONIO | TX | 78248 | PC | GENERAL SUPPORT | $15,000 |
| SAN ANTONIO AFRICAN AMERICAN C | ||||||
| 3737 BROADWAY SUITE 300 | SAN ANTONIO | TX | 78209 | PC | GENERAL SUPPORT | $5,000 |
| SAN ANTONIO AREA FOUNDATION | ||||||
| 155 CONCORD PLAZA DR STE 301 | SAN ANTONIO | TX | 78216 | PC | GENERAL SUPPORT | $4,000 |
| SAN ANTONIO AREA FOUNDATION | ||||||
| 155 CONCORD PLAZA DR STE 301 | SAN ANTONIO | TX | 78216 | PC | CONTRIBUTION-JOINT CAPACITY BUILD | $50,000 |
| SAN ANTONIO EDUCATION PARTNERS | ||||||
| 131 EL PASO STREET | SAN ANTONIO | TX | 78204 | PC | GENERAL SUPPORT | $75,000 |
| SAN ANTONIO EDUCATION PARTNERS | ||||||
| 131 EL PASO STREET | SAN ANTONIO | TX | 78204 | PC | SPONSORSHIP | $2,500 |
| SAN ANTONIO MENNONITE CHURCH | ||||||
| 1443 SOUTH ST MARYS | SAN ANTONIO | TX | 78210 | PC | GENERAL SUPPORT | $5,000 |
| SAN ANTONIO REPORT | ||||||
| 711 NAVARRO ST 535 | SAN ANTONIO | TX | 78205 | PC | MH FORUM CITY BUILDER SPONSORSHIP | $2,500 |
| SAY SI | ||||||
| 1310 SOUTH BRAZOS ST | SAN ANTONIO | TX | 78207 | PC | SMALL SCALE BIG IMPACT CONTRIBUTION | $2,500 |
| SCENE MONTHLY LLC | ||||||
| 900 NE LOOOP 410 STE D-204 | SAN ANTONIO | TX | 78209 | PC | SPONSORSHIP/FULL PAGE AD | $1,500 |
| SCIENCE MILL | ||||||
| P O BOX L38 | JOHNSTON CITY | TX | 78636 | PC | LEAKEY ISD STEM CAMP & DISCOVERY CLUB | $14,325 |
| SOCIAL VENTURE PARTNERS SAN ANTONIO | ||||||
| 20770 US HWY 281 N SUITE 108 | SAN ANTONIO | TX | 78258 | PC | 24 CATCHAFIRE SPONSORSHIP AND EXTEN | $4,900 |
| SOCIAL VENTURE PARTNERS SAN ANTONIO | ||||||
| 20770 US HWY 281 N SUITE 108 | SAN ANTONIO | TX | 78258 | PC | 24 CATCHAFIRE SPONSORSHIP | $16,800 |
| ST LUKE MISSIONARY BAPTIST CH | ||||||
| 1903 W POPLAR STREET | SAN ANTONIO | TX | 78207 | PC | PASTOR BARBER'S BANQUET TABLE SPONSORSHI | $400 |
| TEXAS A&M UNIVERSITY | ||||||
| ONE UNIVERSITY WAY STE 405 | SAN ANTONIO | TX | 78224 | PC | CLINICAL COUNSELING SCHOLARSHIP FUND SUP | $46,332 |
| TEXAS PARKS AND WILDLIFE FOUND | ||||||
| 2914 SWISS AVE | DALLAS | TX | 57204 | PC | LONE STAR LAND STEWARD AWARDS | $5,000 |
| THE ASPEN INSTITUTE | ||||||
| 2300 N ST NW 700 | WASHINGTON | DC | 20037 | PC | CONTRIBUTION TO THE HEALTHY COMMUNITIES | $100,000 |
| THE ASPEN INSTITUTE | ||||||
| 2300 N ST NW 700 | WASHINGTON | DC | 20037 | PC | LOLA ADEDOKUN, EXEC DIRECTOR ASPEN GLOBA | $62,500 |
| THE CLAPHAM GROUP LLC | ||||||
| 6506 LOISDALE RD STE 203 | SPRINGFIELD | VA | 22150 | PC | 2023 AUGUST GATHERING CONTRIBUTION | $2,000 |
| THE GOODHOOD | ||||||
| 525 ARTHUR STREET | SAN ANTONIO | TX | 78209 | PC | GENERAL SUPPORT | $5,000 |
| THE UNIVERSITY OF TEXAS AT SAN ANTONIO | ||||||
| ONE UTSA CIRCLE | SAN ANTONIO | TX | 78249 | PC | BASECAMPUS PROJECT | $55,000 |
| TIVY PROJECT GRADUATION | ||||||
| P O BOX 290849 | KERRVILLE | TX | 780290849 | PC | GRANT | $500 |
| UP PARTNERSHIP | ||||||
| 11103 WEST AVE | SAN ANTONIO | TX | 78213 | PC | SOUL CARE CONTRIBUTION | $17,000 |
| UPTOGETHER | ||||||
| P O BOX 71363 | OAKLAND | CA | 94612 | PC | GENERAL SUPPORT | $219,107 |
| UT SOUTHWESTERN MEDICAL CENTER | ||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 753909002 | PC | YAM CONTRIBUTION | $100,000 |
| UVALDE CISD MOVING FORWARD FOU | ||||||
| P O BOX 106 | UVALDE | TX | 788020106 | PC | GENERAL SUPPORT | $250,000 |
| YWCA | ||||||
| 503 CASTROVILLE ROAD | SAN ANTONIO | TX | 78237 | PC | GENERAL SUPPORT | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,551,956 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| COMMUNITY HEALTH DEVELOPMENT INC | ||||||
| 908 S EVANS ST BLDG A | UVALDE | TX | 788016034 | PC | EXPANDING ACCESS TO COMPREHENSIVE CARE IN REAL COUNTY | $350,000 |
| FRIO CANYON EMS INC | ||||||
| P O BOX 803 | LEAKEY | TX | 78873 | PC | SUPPORT NEW FACILITY CAPITAL COMPAIGN | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $600,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,321,048 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $12,801,392 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,173,103 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| RECOVERY OF FOREIGN TAXES PAID | 01 | $41,887 | ||
| MISCELLANEOUS INCOME | 01 | $8,185 | ||
| REIMBURSEMENTS | 01 | $4,503 | ||
| VENDING MACHINE REVENUE | 01 | $1,017 | ||
| PARTNERSHIP INCOME - UBTI | 901101 | -$187,818 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$187,818 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $20,351,135 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,163,317 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| HE BUTT GROCERY COMPANY | |||||||
| 1 | PO BOX 839999 | SAN ANTONIO | TX | 78283 | $507,756 | Yes (X) | |
| DONALD N TEST III | |||||||
| 2 | 2430 TOFTREES DR | SAN ANTONIO | TX | 78209 | $50,000 | Yes (X) | |
| HOWARD BUTT III | |||||||
| 3 | PO BOX 290670 | KERRVILLE | TX | 78209 | $50,000 | Yes (X) | |
| LAITY RENEWAL FOUNDATION | |||||||
| 4 | PO BOX 290670 | KERRVILLE | TX | 78209 | $46,419 | Yes (X) | |
| PATRICK CRAWFORD | |||||||
| 5 | PO BOX 290670 | KERRVILLE | TX | 78209 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | EMPLOYEE HEALTH INS., FOOD, GROCERIES, AND SUPPLIES TO SUPPORT CHRISTIAN RETREAT CENTER AND CAMP. | NoncashPropertyDesc |
| Fair Market Value | $507,756 | FairMarketValueAmt |
| Received | 2023-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $163,277 | Amt |
| Net Investment Income | $76,639 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $81,639 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $81,638 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EDGEWOOD | $23,430,739 | $24,260,631 |
| WCM FOCUSED | $6,111,939 | $10,285,438 |
| JOHN HANCOCK | $33,934,478 | $32,001,060 |
| LORD ABBET | $26,049,487 | $24,347,782 |
| WESTERN ASSET | $32,596,196 | $29,137,600 |
| CAL DIVE I TITLE | $52,456 | $45,840 |
| CALIF WATER SRVC | $92,746 | $74,092 |
| DELTA AIR LINES | $74,845 | $63,807 |
| FEDEX 2020 1 CLASS | $55,355 | $45,342 |
| HEALTHSOUTH CORP | $78,145 | $74,697 |
| HOWMET AEROSPACE INC | $99,875 | $91,375 |
| LULWA LTD | $28,179 | $28,779 |
| PETROLEOS MEXICANOS | $40,854 | $33,849 |
| RELIANCE INDUSTRIES | $34,524 | $27,938 |
| S B A GTD DEV PART 4.29431% | $26,448 | $20,766 |
| TENASKA GEORGIA DEB | $33,833 | $26,079 |
| UNION PACIFIC CORP | $3,473 | $331 |
| UNION PACIFIC RR CO | $32,568 | $22,354 |
| PIMCO INTL BD FD US DOL -HEDGED INST | $2 | $2 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $601,463 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $538,048 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $507,587 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $431,846 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (64 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ADAMS STREET CO-INVESTMENT FUND V | AT COST | $3,250,000 | $4,096,203 |
| GOLDENTREE DISTRESSED FUND IV | AT COST | $1,241,958 | $1,672,444 |
| THOMA BRAVO FUND XV-A | AT COST | $6,358,558 | $7,316,030 |
| FRONTENAC XII PRIVATE CAPITAL | AT COST | $3,103,252 | $3,295,162 |
| IPI PARTNERS III | AT COST | $1,525,884 | $1,875,849 |
| ARBORETUM VENTURES VI-GENERAL | AT COST | $636,160 | $628,451 |
| CROWN DISCOVERY OPPORTUNITIES S.C. SP. | AT COST | $140,000 | $52,309 |
| CH-IP PX3 (ALAMO), LLC | AT COST | $4,162,084 | $0 |
| LIVEOAK FUND I | AT COST | $845,630 | $848,796 |
| COLLINS CAPITAL LOW VOLATILITY | AT COST | $12,460 | $13,426 |
| TIGER INFRASTRUCTURE PARTNERS FUND III, LP | AT COST | $2,473,293 | $4,059,241 |
| ARBOUR LANE CREDIT OPPORTUNITY FUND III | AT COST | $3,665,795 | $3,573,272 |
| BOW RIVER CAPITAL RE III | AT COST | $3,403,444 | $3,295,887 |
| EMERGING (FREE) MARKETS COUNTRY FUND | AT COST | $20,154,751 | $19,308,300 |
| ICG EUROPE FUND VIII | AT COST | $1,176,726 | $1,566,738 |
| SEARCHLIGHT CAPITAL III (FC) AIV,L.P. | AT COST | $403,207 | $1,461,690 |
| SEARCHLIGHT CAPITAL III FEY, L.P. | AT COST | $10,527 | $62,520 |
| SEARCHLIGHT CAPITAL III OPT, L.P. | AT COST | $847,365 | $1,280,505 |
| CORAL TREE PARTNERS, LP | AT COST | $1,121,690 | $1,703,525 |
| BAIN CAPITAL SPECIAL SITUATIONS ASIA II | AT COST | $1,600,000 | $1,973,777 |
| STEPSTONE VC SECONDARIES FUND V | AT COST | $6,093,400 | $6,262,579 |
| LIVEOAK VENTURE PARTNERS III | AT COST | $351,431 | $408,235 |
| WGI DEVELOPED MARKETS EX-US FUND, LLC | AT COST | $13,362,358 | $16,280,559 |
| BLUE LAKE CAPITAL OPP FUND I | AT COST | $1,051,976 | $855,980 |
| UBS EMERGING MARKETS | AT COST | $18,228,669 | $15,176,367 |
| ARTISAN GLOBAL EQUITY FUND | AT COST | $32,788,896 | $31,840,944 |
| LINDSELL TRAIN GLOBAL EQUITY LLC | AT COST | $32,532,415 | $33,173,467 |
| GQG PARTNERS GLOBAL EQUITY FUND | AT COST | $25,176,313 | $33,819,344 |
| NCS GLOBAL FUND | AT COST | $31,071,608 | $33,847,186 |
| VANCE STREET CAPITAL III | AT COST | $3,105,098 | $4,937,417 |
| BLACKROCK TRUST - MSCI EAFE FUND | AT COST | $36,673,423 | $40,061,900 |
| BLACKROCK TRUST - R3000 FUND | AT COST | $85,531,852 | $85,735,826 |
| SSGA STATE STREET TREASURY INDEX FUND | AT COST | $36,846,487 | $35,541,721 |
| KLCP OFFSHORE FUND III | AT COST | $2,985,342 | $3,389,871 |
| NORTHERN TRUST TIPS | AT COST | $13,560,305 | $11,735,843 |
| BLUE LAKE CAPITAL FUND III | AT COST | $1,599,607 | $2,217,807 |
| EMK CAPITAL PARTNERS II | AT COST | $2,409,996 | $3,209,267 |
| GOLDENTREE COINVEST FUND III | AT COST | $852,500 | $1,963,874 |
| GREENSPRING SECONDARIES IV | AT COST | $4,235,933 | $5,800,012 |
| KLCP OFFSHORE FUND II | AT COST | $4,363,632 | $5,908,492 |
| SEARCHLIGHT CAPITAL III | AT COST | $1,922,493 | $3,551,392 |
| KAYNE PRIVATE ENERGY INCOME FUND | AT COST | $1,970,405 | $4,573,904 |
| TORTOISE COMMINGLED MLP FUND | AT COST | $2,350,655 | $2,867,867 |
| CROWN GROWTH OPPORTUNITIES EUR | AT COST | $4,122,123 | $6,279,262 |
| GLENDOWER CAPITAL SEC OPP FUND IV | AT COST | $2,470,300 | $3,547,016 |
| MONROE CAPITAL | AT COST | $4,487,227 | $4,424,955 |
| RANGER INVESTMENT MANAGEMENT | AT COST | $31,677,971 | $33,344,008 |
| GEORGIAN PARTNERS GROWTH FUND | AT COST | $3,492,716 | $4,658,137 |
| TRIVE | AT COST | $2,486,294 | $5,995,238 |
| VWH OFFSHORE FUND | AT COST | $1,621,792 | $2,688,714 |
| CARVAL CREDIT VALUE FUND BIV | AT COST | $4,716,950 | $4,415,223 |
| PARTNERS GROUP DIRECT EQUITY | AT COST | $1,841,014 | $4,067,806 |
| OAKTREE REAL ESTATE | AT COST | $1,893,942 | $1,527,583 |
| COHO PARTNERS | AT COST | $28,444,498 | $30,476,015 |
| POLUNIN COMMINGLED FUNDS | AT COST | $9,814,446 | $10,353,992 |
| MADISON REALTY CAPITAL DEBT FUND | AT COST | $4,707,334 | $4,251,648 |
| AG CORE PLUS REALTY FUND IV | AT COST | $2,278,179 | $1,718,177 |
| MONTAUK TRIGUARD FUND IV | AT COST | $795,332 | $1,027,198 |
| LUTHER KING PRIVATE DISCIPLINE | AT COST | $3,738,403 | $9,035,881 |
| INSIGNIA CAPITAL PARTNERS L.P. | AT COST | $1,899,143 | $3,667,213 |
| DCM PRIVATE EQUITY FUND III | AT COST | $516,142 | $1,089,728 |
| METROPOLITAN REAL ESTATE | AT COST | $627,415 | $667,371 |
| TOWNSQUARE REAL ESTATE ALPHA FUND | AT COST | $623,047 | $269,923 |
| GREENSPRINGS OPPORTUNITES III | AT COST | $1,360,679 | $2,428,750 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $28,913 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $28,913 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARTWORK | $0 | $15,000 | $15,000 |
| GOLDENTREE DISTRESSED FUND III | $0 | -$1,204,162 | $1,770,928 |
| GLOUSTON (FORMERLY PERMAL) PRIVATE EQUITY FUND | $0 | -$82,675 | $116,652 |
| GRAIN COMMUNICATIONS OPPORTUNITY FUND III | $0 | $25,247 | -$12,839 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| REPAIRS/MAINTENANCE | $1,412,903 | $0 | $0 | $1,412,903 |
| TELEPHONE & UTILITIES | $459,724 | $0 | $0 | $459,724 |
| SUPPLIES | $437,379 | $0 | $0 | $437,379 |
| SPECIAL EVENTS | $436,531 | $0 | $0 | $436,531 |
| COMPUTER/IT EXPENSE | $370,927 | $0 | $0 | $370,927 |
| PROMOTION | $250,593 | $0 | $0 | $250,593 |
| GENERAL INSURANCE | $211,669 | $0 | $0 | $211,669 |
| DUES & SUBSCRIPTIONS | $203,614 | $0 | $0 | $203,614 |
| OTHER PURCHASES | $167,481 | $0 | $0 | $167,481 |
| CONFERENCES/EDUCATION | $161,638 | $0 | $0 | $161,638 |
| STAFF RECRUITING/HIRING | $148,585 | $0 | $0 | $148,585 |
| FOOD AND GROCERIES | $42,973 | $0 | $0 | $42,973 |
| GROUP SUPPORT | $25,087 | $0 | $0 | $25,087 |
| MISCELLANEOUS EXPENSE | $23,307 | $0 | $0 | $23,304 |
| WEBSITE MAINTENACE | $10,570 | $0 | $0 | $10,570 |
| POSTAGE AND SHIPPING | $6,262 | $0 | $0 | $6,262 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $12,801,392 | $6,098,415 | $6,102,071 |
| RECOVERY OF FOREIGN TAXES PAID | $41,887 | $41,887 | $41,887 |
| MISCELLANEOUS INCOME | $8,185 | $8,185 | $8,185 |
| REIMBURSEMENTS | $4,503 | $0 | |
| VENDING MACHINE REVENUE | $1,017 | $1,017 | $1,017 |
| PARTNERSHIP INCOME - UBTI | -$187,818 | -$187,818 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD NET ASSET ADJUSTMENT | Desc |
| Amt | $120,323 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTANT FEES | $1,488,727 | $691,927 | $691,927 | $796,800 |
| INVESTMENT MANAGEMENT FEES | $815,499 | $815,499 | $815,499 | $0 |
| VIDEO AND PHOTOGRAPHY SERVICES | $101,197 | $0 | $0 | $101,197 |
| CONTRACTOR FEES | $9,675 | $0 | $0 | $9,675 |
| WRITER SERVICES | $5,075 | $0 | $0 | $5,075 |
| WEB DEVELOPMENT SERVICES | $1,044 | $0 | $0 | $1,044 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $152,038 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $152,038 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | DescDesc | AmtAmt |
|---|---|---|---|---|---|---|
| LAITY RENEWAL FOUNDATION | ||||||
| PO BOX 290670 | KERRVILLE | TX | 780290670 | 742749249 | CONTRIBUTION | $83,554 |
| RESOURCE CENTER FOR CONGREGATIONAL MENTAL HEALTH | ||||||
| 140 W SUNSET RD | SAN ANTONIO | TX | 78209 | 883764967 | CONTRIBUTION | $550,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,419 | TotalAmt |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | DescDesc | AmtAmt |
|---|---|---|---|---|---|---|
| LAITY RENEWAL FOUNDATION | ||||||
| PO BOX 290670 | KERRVILLE | TX | 780290670 | 742749249 | CHARITABLE GRANT PAYMENT | $83,554 |
| LAITY LODGE FOUNDATION | ||||||
| PO BOX 290670 | KERRVILLE | TX | 780290670 | 741502152 | CHARITABLE GRANT PAYMENT | $330,506 |
| RESOURCE CENTER FOR CONGREGATIONAL MENTAL HEALTH | ||||||
| 140 W SUNSET RD | SAN ANTONIO | TX | 78209 | 883764967 | CHARITABLE GRANT PAYMENT | $550,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $964,060 | TotalAmt |