JAMES R HANNA FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JAMES R HANNA FOUNDATION (EIN 26-1641832)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-14
- IRS object ID
- 202341049349101114
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-14T17:33:06-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752147649 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GILLIAM WHARRAM & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 WESTMEADOW PO BOX 118 | AddressLine1Txt |
| City | CLEBURNE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261641832 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES R HANNA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 8172191110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9968 CR 915 | AddressLine1Txt |
| City | GODLEY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76044 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID E HANNA | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8172191110 | PhoneNum |
| Signature | 2023-04-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | HANNA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HAROLD L GILLIAM CPA | PreparerPersonNm |
| PTIN | P00964142 | PTIN |
| Phone | 8176412274 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $830,484 | 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 | $21 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,683 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,683 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,109 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $135,755 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,109 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $21,813 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,813 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,690 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,183 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,001 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,874 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $53,874 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$32,061 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,813 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $872,475 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $840,414 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $830,484 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $872,475 | TotalAssetsBOYAmt |
| Total Assets EOY | $840,414 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $830,484 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $924,310 | CapitalStockBOYAmt |
| Capital Stock EOY | $924,310 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$51,835 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$83,896 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $872,475 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $840,414 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $872,475 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $840,414 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $872,475 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$32,061 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $840,414 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $840,414 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (62 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SCHWAB US SMALL-CAP ETF | P | 2021-09-14 | 2022-07-13 | $156 | $203 | -$47 | -$47 |
| SCHWAB US SMALL-CAP ETF | P | 2022-02-08 | 2022-07-13 | $1,013 | $1,221 | -$208 | -$208 |
| SCHWAB US SMALL-CAP ETF | P | 2022-05-12 | 2022-07-13 | $429 | $436 | -$7 | -$7 |
| SPDR BLOOMBERG 1-3 MNTH TBILL ETF | P | 2021-09-14 | 2022-07-13 | $2,743 | $2,744 | -$1 | -$1 |
| SPDR BLOOMBERG 1-3 MNTH TBILL ETF | P | 2021-11-19 | 2022-07-13 | $457 | $457 | $0 | $0 |
| DOUBLELINE TOTAL RETURN BOND FUND CL I | P | 2021-10-28 | 2022-02-08 | $690 | $713 | -$23 | -$23 |
| DOUBLELINE TOTAL RETURN BOND FUND CL I | P | 2021-10-28 | 2022-05-12 | $1,780 | $1,960 | -$180 | -$180 |
| DOUBLELINE TOTAL RETURN BOND FUND CL I | P | 2021-10-28 | 2022-07-13 | $197 | $220 | -$23 | -$23 |
| CLEARBRIDGE LARGE CAP GROWTH FUND CL I | P | 2022-02-08 | 2022-09-29 | $3,262 | $4,436 | -$1,174 | -$1,174 |
| CLEARBRIDGE LARGE CAP GROWTH FUND CL I | P | 2022-05-12 | 2022-09-29 | $2,240 | $2,381 | -$141 | -$141 |
| ISHARES RUSSELL 1000 GROWTH | P | 2019-01-23 | 2022-07-13 | $443 | $273 | $170 | $170 |
| ISHARES RUSSELL 1000 GROWTH | P | 2019-01-23 | 2022-09-29 | $1,496 | $956 | $540 | $540 |
| ISHARES RUSSELL 1000 VALUE | P | 2018-06-11 | 2022-02-08 | $2,975 | $2,240 | $735 | $735 |
| ISHARES RUSSELL 1000 VALUE | P | 2018-06-11 | 2022-05-12 | $2,409 | $1,991 | $418 | $418 |
| ISHARES RUSSELL 1000 VALUE | P | 2018-06-11 | 2022-09-29 | $275 | $249 | $26 | $26 |
| ISHARES RUSSELL 1000 VALUE | P | 2018-06-11 | 2022-10-12 | $138 | $124 | $14 | $14 |
| SCHWAB US SMALL-CAP ETF | P | 2021-01-13 | 2022-07-13 | $10,129 | $12,397 | -$2,268 | -$2,268 |
| VANGUARD 1NTRMDIATE-TERM | P | 2019-05-17 | 2022-10-12 | $599 | $599 | $0 | $0 |
| VANGUARD 1NTRMDIATE-TERM | P | 2019-05-17 | 2022-10-12 | $10,552 | $12,286 | -$1,734 | -$1,734 |
| VANGUARD MORTGAGE-BACKED SEC | P | 2019-06-25 | 2022-02-08 | $7,314 | $7,500 | -$186 | -$186 |
| VANGUARD MORTGAGE-BACKED SEC | P | 2019-06-25 | 2022-05-12 | $1,113 | $1,215 | -$102 | -$102 |
| VANGUARD MORTGAGE-BACKED SEC | P | 2019-06-25 | 2022-07-13 | $287 | $317 | -$30 | -$30 |
| ISHARES US TREASURY BOND ETF | P | 2019-05-17 | 2022-02-08 | $282 | $278 | $4 | $4 |
| 1SHARES TR CORE MSCL EAE ETF | P | 2018-06-11 | 2022-05-12 | $915 | $918 | -$3 | -$3 |
| 1SHARES TR CORE MSCL EAE ETF | P | 2018-06-11 | 2022-05-12 | $1,708 | $1,878 | -$170 | -$170 |
| 1SHARES TR CORE MSCL EAE ETF | P | 2018-10-29 | 2022-05-12 | $5,185 | $4,960 | $225 | $225 |
| VANGUARD TOTAL 1NTERNATL BOND ETF | P | 2018-06-11 | 2022-05-12 | $408 | $433 | -$25 | -$25 |
| ISH USD HIGH YIELD CORPORATE BONO ETF SH | P | 2019-03-21 | 2022-05-12 | $253 | $283 | -$30 | -$30 |
| ISH USD HIGH YIELD CORPORATE BONO ETF SH | P | 2019-03-21 | 2022-09-29 | $67 | $81 | -$14 | -$14 |
| SPDR BLOOMBERG 1-3 MNTH T BILL ETF | P | 2020-03-11 | 2022-02-08 | $1,554 | $1,557 | -$3 | -$3 |
| SPDR BLOOMBERG 1-3 MNTH T BILL ETF | P | 2020-03-11 | 2022-05-12 | $6,858 | $6,870 | -$12 | -$12 |
| SPDR BLOOMBERG 1-3 MNTH T BILL ETF | P | 2020-03-11 | 2022-07-13 | $11,701 | $11,725 | -$24 | -$24 |
| SPDR BLOOMBERG 1-3 MNTH T BILL ETF | P | 2020-04-16 | 2022-07-13 | $2,468 | $2,472 | -$4 | -$4 |
| SPDR BLOOMBERG 1-3 MNTH T BILL ETF | P | 2020-08-18 | 2022-07-13 | $3,565 | $3,570 | -$5 | -$5 |
| SPDR BLOOMBERG 1-3 MNTH T BILL ETF | P | 2021-01-13 | 2022-07-13 | $5,942 | $5,949 | -$7 | -$7 |
| MFS VALUE FD CL I | P | 2018-06-11 | 2022-02-08 | $159 | $120 | $39 | $39 |
| MFS VALUE FD CL I | P | 2018-06-11 | 2022-05-12 | $1,367 | $1,124 | $243 | $243 |
| MFS VALUE FD CL I | P | 2018-06-11 | 2022-09-29 | $588 | $522 | $66 | $66 |
| MFS VALUE FD CL I | P | 2018-06-11 | 2022-10-12 | $90 | $80 | $10 | $10 |
| DELAWARE SMALL CAP CORE FUND CL INSTL | P | 2018-06-21 | 2022-05-12 | $665 | $691 | -$26 | -$26 |
| DELAWARE SMALL CAP CORE FUND CL INSTL | P | 2018-10-29 | 2022-05-12 | $6,134 | $5,688 | $446 | $446 |
| DELAWARE SMALL CAP CORE FUND CL INSTL | P | 2019-01-23 | 2022-05-12 | $2,556 | $2,037 | $519 | $519 |
| DELAWARE SMALL CAP CORE FUND CL INSTL | P | 2019-05-17 | 2022-05-12 | $2,249 | $1,932 | $317 | $317 |
| DELAWARE SMALL CAP CORE FUND CL INSTL | P | 2019-05-17 | 2022-07-13 | $555 | $483 | $72 | $72 |
| DELAWARE SMALL CAP CORE FUND CL INSTL | P | 2019-05-17 | 2022-09-29 | $840 | $747 | $93 | $93 |
| DELAWARE SMALL CAP CORE FUND CL INSTL | P | 2019-05-17 | 2022-10-12 | $148 | $132 | $16 | $16 |
| EDGEWOOD GROWTH FUND CL INST | P | 2018-10-29 | 2022-02-08 | $154 | $94 | $60 | $60 |
| PIMCO INVESTMENT GRADE CREDIT BOND FD CL 12 | P | 2019-06-25 | 2022-10-12 | $168 | $213 | -$45 | -$45 |
| GS GQG PARTNERS INTL OPPS FD CL INSTL | P | 2020-08-18 | 2022-02-08 | $435 | $376 | $59 | $59 |
| GS GQG PARTNERS INTL OPPS FD CL INSTL | P | 2020-08-18 | 2022-05-12 | $1,975 | $1,932 | $43 | $43 |
| GS GQG PARTNERS INTL OPPS FD CL INSTL | P | 2020-08-18 | 2022-10-12 | $495 | $495 | $0 | $0 |
| OAKMARK INTL FD CL INSTITUTIONAL | P | 2020-08-18 | 2022-02-08 | $315 | $228 | $87 | $87 |
| OAKMARK INTL FD CL INSTITUTIONAL | P | 2020-08-18 | 2022-10-12 | $135 | $135 | $0 | $0 |
| CLEARBRIDGE LARGE CAP GROWTH FUND CL I | P | 2019-06-25 | 2022-07-13 | $358 | $365 | -$7 | -$7 |
| CLEARBRIDGE LARGE CAP GROWTH FUND CL I | P | 2020-03-19 | 2022-09-29 | $1,899 | $1,684 | $215 | $215 |
| CLEARBRIDGE LARGE CAP GROWTH FUND CL I | P | 2020-04-16 | 2022-09-29 | $2,727 | $2,858 | -$131 | -$131 |
| CLEARBRIDGE LARGE CAP GROWTH FUND CL I | P | 2019-06-25 | 2022-09-29 | $3,067 | $3,282 | -$215 | -$215 |
| CLEARBRIDGE LARGE CAP GROWTH FUND CL I | P | 2020-01-17 | 2022-09-29 | $6,184 | $7,253 | -$1,069 | -$1,069 |
| BLACKROCK EQTY DIVIDEND FUND INSTL | P | 2018-06-11 | 2022-02-08 | $268 | $277 | -$9 | -$9 |
| BLACKROCK EQTY DIVIDEND FUND INSTL | P | 2018-06-11 | 2022-05-12 | $1,475 | $1,661 | -$186 | -$186 |
| BLACKROCK EQTY DIVIDEND FUND INSTL | P | 2018-06-11 | 2022-10-12 | $345 | $345 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $8,801 | $8,801 | $8,801 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,109 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $303 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $303 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $303 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $303 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID E HANNA | IndividualWithBooksNm |
| Phone | 8172191110 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9968 CR 915 | AddressLine1Txt |
| City | GODLEY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76044 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID E HANNA | ||||||||
| 9968 CR 915 | GODLEY | TX | 76044 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LETHA L CARMICHALL | ||||||||
| 1602 HEATHER CT | CLEBURNE | TX | 76033 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JANICE GOSSETT | ||||||||
| 1928 W HENDERSON | CLEBURNE | TX | 76033 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $910,052 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $910,052 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $910,052 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,651 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $896,401 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,820 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,820 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $303 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $303 | TotalTaxAmt |
| Distributable Before Adj | $44,517 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $44,517 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $44,517 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $45,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,517 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $39,159 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $45,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $39,159 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,841 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $38,676 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID E HANNA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9968 CR 915 | AddressLine1Txt |
| City | GODLEY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76044 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8172191110 | RecipientPhoneNum |
| Recipient Email Address | HANNA.DAVID@SBCGLOBAL.NET | RecipientEmailAddressTxt |
| Form And Info And Materials | ESSAY AND INTERVIEW | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHILDREN'S ADVOCACY CENTER | |||||||
| 1304 COUNTRY CLUB RD | CLEBURNE | TX | 76033 | NONE | OTHER PUBLIC CHARITY | DONATION TO ORGANIZATION | $5,000 |
| FIELD STREET BAPTIST CHURCH | |||||||
| 201 NORTH FIELD ST | CLEBURNE | TX | 76033 | NONE | OTHER PUBLIC CHARITY | DONATION TO ORGANIZATION | $15,000 |
| GODLEY UNITED METHODIST CHURCH | |||||||
| 624 N PEARSON ST | GODLEY | TX | 76044 | NONE | OTHER PUBLIC CHARITY | DONATION TO ORGANIZATION | $7,000 |
| GODLEY WESTERN FELLOWSHIP | |||||||
| 988 N PEARSON ST | GODLEY | TX | 76044 | NONE | OTHER PUBLIC CHARITY | DONATION TO ORGANIZATION | $9,000 |
| UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| 110 INNER CAMPUS DRIVE | AUSTIN | TX | 78705 | NONE | OTHER PUBLIC CHARITY | DONATION TO ORGANIZATION | $2,000 |
| BAYLOR UNIVERSITY | |||||||
| 1311 S 5TH STREET | WACO | TX | 76706 | NONE | OTHER PUBLIC CHARITY | DONATION TO ORGANIZATION | $2,000 |
| FRIENDSHIP BAPTIST CHURCH | |||||||
| 4661 TX-171 | CLEBURNE | TX | 76031 | NONE | OTHER PUBLIC CHARITY | DONATION TO ORGANIZATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 522100 | BusinessCd |
| Unrelated Business Taxbl Incm | $21 | UnrelatedBusinessTaxblIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $16,683 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $5,109 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $21,813 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,813 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $1,690 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $6,183 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INCOME TAX EXPENSE | $669 | $0 | $0 | $0 |
| FOREIGN TAXES PAID | $332 | $0 | $0 | $0 |