GUADALUPE AND LILIA MARTINEZ FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GUADALUPE AND LILIA MARTINEZ FOUNDATION (EIN 74-3005930)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202433199349104508
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T14:23:43-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742555523 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sembera & Biediger PC CPA's | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10721 Gulfdale St | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782163606 | 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 | 743005930 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Guadalupe and Lilia Martinez | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GUAD | BusinessNameControlTxt |
| Phone | 9725491605 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 361 Pine Valley Drive | AddressLine1Txt |
| City | Fairview | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75069 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Shirley Gonzalez | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9725491605 | PhoneNum |
| Signature | 2024-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | Sylvan Biediger CPA | PreparerPersonNm |
| PTIN | P00553102 | PTIN |
| Phone | 2107362451 | PhoneNum |
| 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 | $35,172,771 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $63,386 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $63,386 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,272,100 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,272,100 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $63,494 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $63,494 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $63,494 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$584,462 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,482,097 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $856,421 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $856,421 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,670,939 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,255,401 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $350,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $175,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $175,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $183,495 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $183,495 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $69,434 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $55,973 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $13,461 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $1,132 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,132 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,442 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,221 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,221 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $93,217 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,531 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $91,686 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $720,520 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $436,020 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $284,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,548,086 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,548,086 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,268,606 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $436,020 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,832,586 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$597,667 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,819,381 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $1,556,676 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $328,246 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $328,246 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $89,148 | AcctRcvblAmt |
| Acct Rcvbl BOY | $50,517 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $89,148 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $89,148 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $1,541,041 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,802,681 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,827,306 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $30,214,859 | CorporateStockBOYAmt |
| Corporate Stock EOY | $30,549,045 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,471,873 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,138,516 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,138,516 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,291,092 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $140,306 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $140,306 | LandBOYAmt |
| Land EOY | $140,306 | LandEOYAmt |
| Land EOYFMV | $140,306 | LandEOYFMVAmt |
| Other Assets BOY | $36,800 | OtherAssetsBOYAmt |
| Other Assets EOY | $24,800 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $24,800 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $35,678,718 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,072,742 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,172,771 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $313 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $313 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $35,678,718 | RetainedEarningBOYAmt |
| Retained Earning EOY | $35,072,429 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $35,678,718 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,072,429 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,678,718 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,072,742 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,678,718 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$597,667 | ExcessRevenueOverExpensesAmt |
| Other Increases | $17,290 | OtherIncreasesAmt |
| Subtotal | $35,098,341 | SubtotalAmt |
| Other Decreases | $25,912 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $35,072,429 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| LPL Financial #27582031 | P | $2,000,609 | $2,095,363 | -$94,754 | -$94,754 |
| LPL Financial #27582031 | P | $5,467,944 | $5,963,325 | -$495,381 | -$495,381 |
| LPL Financial #27582031 | P | $7,871 | $7,871 | $0 | $0 |
| Capital Gains Dividends | P | $5,673 | $5,673 | $5,673 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$584,462 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,289 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $25,289 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $25,289 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,800 | 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 | $24,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $97 | EsPenaltyAmt |
| Tax Due | $586 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | glmfoundation.org | WebsiteAddressTxt |
| Individual With Books | Robert J Gonzalez | IndividualWithBooksNm |
| Phone | 9725491605 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 361 Pine Valley Drive | AddressLine1Txt |
| City | Fairview | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| Shirley Gonzalez | ||||||||
| 361 Pine Valley Dr | Fairview | TX | 75069 | President/Director | 30.00 | $80,000 | $0 | $0 |
| Robert Gonzalez | ||||||||
| 361 Pine Valley Dr | Fairview | TX | 75069 | Treasurer/Director | 35.00 | $65,000 | $0 | $0 |
| Robert J Gonzalez Jr | ||||||||
| 5544 W Molly Lane | Phoenix | AZ | 85083 | V-President/Director | 20.00 | $75,000 | $0 | $0 |
| Ana S Gonzalez | ||||||||
| 1100 Brookview Drive | Allen | TX | 78002 | Secretary/Director | 20.00 | $75,000 | $0 | $0 |
| Claudia Y Gonzalez | ||||||||
| 5544 W Molly Lane | Phoenix | AZ | 85083 | Director | 25.00 | $35,000 | $0 | $0 |
| Nadia A Gonzalez | ||||||||
| 5544 W Molly Lane | Phoenix | AZ | 85083 | Advisory/Director | 3.00 | $10,000 | $0 | $0 |
| Brendan P Adams | ||||||||
| 709 Ashcrest Ct | Allen | TX | 75002 | Advisory/Director | 3.00 | $10,000 | $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 | $32,521,951 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $717,833 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,838,691 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,078,475 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,078,475 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $541,177 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,537,298 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,776,865 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,776,865 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,289 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,289 | TotalTaxAmt |
| Distributable Before Adj | $1,751,576 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,751,576 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,751,576 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,832,586 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,832,586 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,751,576 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $186,071 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $464,204 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $236,858 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $887,133 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,832,586 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,751,576 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $81,010 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $968,143 | 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 | $186,071 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $782,072 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $464,204 | ExcessFromYear4Amt |
| Excess From Year3 | $236,858 | ExcessFromYear3Amt |
| Excess From Current Year | $81,010 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Robert J Gonzalez | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 361 Pine Valley Drive | AddressLine1Txt |
| City | Fairview | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9725491605 | RecipientPhoneNum |
| Recipient Email Address | bob@glmfoundation.org | RecipientEmailAddressTxt |
| Form And Info And Materials | Nature of Charity and Application of Funds | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Reviewed Continuously | SubmissionDeadlinesTxt |
| Restrictions On Awards | Section 501(c)(3) organizations primarily, but not necessarily located in Webb and Zapata Counties, Texas | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Texas A&M University-Kingsville Foundation | |||||||
| MSC 173 700 University Blvd | Kingsville | TX | 783638202 | None | Public | Operating fund | $33,444 |
| Dismas Ministry | |||||||
| PO Box 070363 | Milwaukee | WI | 53207 | None | Public | Operating fund | $10,000 |
| Area Health Education Center | |||||||
| 1505 Calle Del Norte 430 | Laredo | TX | 78041 | None | Public | Operating fund | $35,000 |
| Azteca Economic Development CitizenshipNaturalization Services | |||||||
| 20 Iturbide Street | Laredo | TX | 78040 | None | Public | Operating fund | $10,000 |
| Best Friends for Life Inc | |||||||
| Box 450403 | Laredo | TX | 78045 | None | Public | Operating fund | $5,000 |
| Bethany House | |||||||
| 819 Hidalgo St | Laredo | TX | 78040 | None | Public | Operating fund | $50,000 |
| Boy Scouts of America South Texas Council | |||||||
| 700 Everhart Terrace Bldg A | Corpus Christi | TX | 784111939 | None | Public | Operating fund | $4,742 |
| Boys and Girls Clubs of Laredo | |||||||
| PO Box 1419 | Laredo | TX | 78042 | None | Public | Fund Youth Athletic Programs | $50,000 |
| Casa De Misericordia | |||||||
| PO Box 6184 | Laredo | TX | 78042 | None | Public | Operating fund | $65,000 |
| Laredo Center for Arts Inc | |||||||
| 500 San Agustin | Laredo | TX | 78040 | None | Public | Operating fund | $10,000 |
| Children's Advocacy Center of Laredo - Webb County | |||||||
| 111 N Merida | Laredo | TX | 78043 | None | Public | Operating fund | $35,000 |
| Communities in Schools - Laredo | |||||||
| 2114 E Saunders | Laredo | TX | 78043 | None | Public | Operating fund | $25,000 |
| Diocese of Laredo | |||||||
| 1901 Corpus Christi St | Laredo | TX | 78043 | None | Public | Choir Loft Improvement San Augustin | $70,000 |
| Families for Autism Support and Awareness | |||||||
| PO Box 440851 | Laredo | TX | 780440851 | None | Public | Operating fund | $10,000 |
| Friends of the Zapata County Museum of History Inc | |||||||
| PO Box 697 | Zapata | TX | 78076 | None | Public | Operating fund | $30,000 |
| Gateway Community Health Care | |||||||
| 1515 Pappas St | Laredo | TX | 78042 | None | Public | Zapata Clinic Waiting Room Improvement | $52,000 |
| Girl Scouts of Greater South Texas | |||||||
| 202 E Madison | Harlingen | TX | 78550 | None | Public | Operating fund | $10,000 |
| Habitat for Humanity of Laredo - Webb County | |||||||
| PO Box 440709 | Laredo | TX | 78044 | None | Public | Operating fund | $90,000 |
| Imaginarium of South Texas | |||||||
| 5300 San Dario 505 | Laredo | TX | 78041 | None | Public | Stream Projects | $10,000 |
| Junior Achievement of Laredo | |||||||
| 1 West End Washington St P-11 | Laredo | TX | 78040 | None | Public | Program expensesOperating fund | $30,000 |
| Laredo College Education Foundation | |||||||
| West End Washington St | Laredo | TX | 780404395 | None | Public | Operating fund | $50,000 |
| Laredo Crime Stoppers Inc | |||||||
| Box 2888 | Laredo | TX | 78044 | None | Public | Educational Materials | $10,000 |
| Laredo Diploma Plus Foundation Inc | |||||||
| 7917 McPherson Rd 205 | Laredo | TX | 780452812 | None | Public | Scholarships | $30,000 |
| Laredo International Fair & Exposition | |||||||
| PO Box 1770 | Laredo | TX | 780441770 | None | Public | Operating fund | $10,000 |
| Laredo Theater Guild International | |||||||
| PO Box 450497 | Laredo | TX | 780450011 | None | Public | Operating fund | $50,000 |
| Laredo Regional Food Bank Inc | |||||||
| 2802 Anna Avenue | Laredo | TX | 78040 | None | Public | Operating fund | $15,000 |
| Laredo Stroke Support Group Inc | |||||||
| 3408 Frost St | Laredo | TX | 78043 | None | Public | Speech Therapy Program | $10,000 |
| Laredo-Webb Neighborhood Housing Services Inc | |||||||
| 216 Bob Bullock Loop | Laredo | TX | 78043 | None | Public | Operating fund | $10,000 |
| Literacy Volunteers of America - Laredo | |||||||
| 1 West End Washington St P-10 | Laredo | TX | 78040 | None | Public | Operating fund | $10,000 |
| LULAC Council No 7 | |||||||
| PO Box 450628 | Laredo | TX | 78045 | None | Public | Operating fund | $5,000 |
| Make A Wish Foundation of America | |||||||
| 3550 N Central Ste 300 | Phoenix | AZ | 85012 | None | Public | Operating fund | $15,000 |
| Mercy Ministries | |||||||
| 2500 Zacatecas St | Laredo | TX | 780430169 | None | Public | Operating fund | $90,000 |
| PILLAR | |||||||
| PO Box 1702 | Laredo | TX | 78040 | None | Public | Operating fund | $73,400 |
| Prevent Blindness Texas | |||||||
| 2180 North Loop WestSuite 435 | Houston | TX | 77018 | None | Public | Operating fund | $5,000 |
| Rio Grande International Study Center | |||||||
| West End Washington St | Laredo | TX | 78040 | None | Public | Operating fund | $50,000 |
| River Pierce Foundation | |||||||
| Box 249 | San Ygnacio | TX | 78067 | None | Public | Operating fund | $50,000 |
| Ruth B Cowl's Rehabilitation Center | |||||||
| 1220 Malinche Ave | Laredo | TX | 78043 | None | Public | Patient Care Services | $80,000 |
| Sacred Heart Children's Home | |||||||
| 3310 South Zapata Highway | Laredo | TX | 78046 | None | Public | Operating fund | $7,000 |
| South Texas Advancement Resource | |||||||
| 319 Oak Ave | Aguilares | TX | 78369 | None | Public | Operating fund | $5,000 |
| South Texas Food Bank | |||||||
| PO Box 2007 | Laredo | TX | 78044 | None | Public | Operating fund | $100,000 |
| Texas A&M Foundation | |||||||
| 401 George Bush Dr | College Station | TX | 77840 | None | Public | Operating fund | $50,000 |
| The Salvation Army-Texas Division | |||||||
| 17207 Tarkio Way | San Antonio | TX | 78247 | None | Public | Operating fund | $10,000 |
| Zapata Crime Stoppers | |||||||
| 200 E 7th Avenue Ste 415 | Zapata | TX | 78076 | None | Public | Operating fund | $5,000 |
| Voz de Ninos | |||||||
| 1403 N Seymour | Laredo | TX | 78041 | None | Public | Operating fund | $10,000 |
| Webb County Heritage Foundation | |||||||
| Box 446 | Laredo | TX | 780420446 | None | Public | Operating fundOperating fund | $20,000 |
| Zapata High School | |||||||
| 2009 State Highway 16 | Zapata | TX | 78076 | None | Public | Operating fund | $10,000 |
| The Laredo Animal Proective Society | |||||||
| 2500 Gonzalez Street | Laredo | TX | 78040 | None | Public | Operating fund | $15,000 |
| Laredo Main Street Inc | |||||||
| PO Box 634 | Laredo | TX | 78042 | None | Public | Operating fund | $5,000 |
| Texas A&M International University | |||||||
| 5201 University Blvd | Laredo | TX | 780411900 | None | Public | Operating fund | $100,000 |
| The Laredo Philharmonic | |||||||
| Box 451644 | Laredo | TX | 78045 | None | Public | Operating fund | $5,000 |
| Volunteers Serving The Need | |||||||
| 1202 Salinas Ave | Laredo | TX | 78040 | None | Public | Operating fund | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,548,086 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Texas A&M Foundation | |||||||
| 401 George Bush Dr | College Station | TX | 77840 | None | Public | Operating fund | $100,000 |
| Texas A&M International University | |||||||
| 5201 University Blvd | Laredo | TX | 780411900 | None | Public | Operating fund | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $300,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $63,386 | UnrelatedBusinessTaxblIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,272,100 | UnrelatedBusinessTaxblIncmAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $63,494 | UnrelatedBusinessTaxblIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $856,421 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$584,462 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,670,939 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,670,939 | 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 fees | CategoryTxt |
| Amt | $16,800 | Amt |
| Net Investment Income | $16,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Zapata National Bank | $1,895,345 | $1,895,345 |
| Hartford Balanced Income Fd | $3,395,235 | $3,318,769 |
| Lord Abbett Short Duration Income Fd | $535,215 | $509,441 |
| IShares MSCI USA Min Volatility ETF | $1,266,337 | $1,568,403 |
| Pimco Income CL | $3,354,345 | $3,128,610 |
| Invesco Exchange S&P Low Volatility ETF | $1,344,290 | $1,556,474 |
| Invesco Steelpath MLP Select 40 Cl | $1,903,969 | $2,513,837 |
| PIMCO Low Duration Income CL 12 | $4,482,912 | $4,197,482 |
| American Balanced CL F2 | $4,980,229 | $5,204,344 |
| Capital Income Builder | $3,244,150 | $3,302,267 |
| Invesco Exchange S&P 500 Quality Etf | $1,761,018 | $1,872,790 |
| Bond Fund of America CL | $2,386,000 | $2,404,111 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,802,681 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,827,306 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CIM Real Estate Finance Trust Inc | AT COST | $1,331,001 | $995,522 |
| NorthStar Healthcare | FMV | $770,354 | $266,667 |
| Highlands Reit | FMV | $37,161 | $28,903 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Deposits | Desc |
| BOY Book Value | $36,800 | BOYBookValueAmt |
| EOY Book Value | $24,800 | EOYBookValueAmt |
| EOYFMV | $24,800 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Excise tax | $25,750 |
| Non-deductible expenses | $162 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Dues and subscriptions | $316 | $0 | $316 |
| Office expenses | $3,061 | $1,531 | $1,530 |
| Ranch expenses | $89,840 | $0 | $89,840 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Royalties | $266,346 | $266,346 | $266,346 |
| Ord Inc - Zapata Bankshares Inc | $195,158 | $195,158 | $195,158 |
| EDPR Wind Farm | $394,917 | $394,917 | $394,917 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Tax-exempt interest | Desc |
| Amt | $17,290 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment fees | $183,478 | $183,478 | $0 |
| Investment expense | $17 | $17 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Payroll tax | $26,922 | $13,461 | $13,461 |
| Property tax | $22,479 | $22,479 | $0 |
| Production tax | $20,033 | $20,033 | $0 |