ART AND EVA CAMUNEZ TUCKER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ART AND EVA CAMUNEZ TUCKER FOUNDATION (EIN 75-2490509)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-02
- IRS object ID
- 202341229349100649
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-02T12:55:12-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752736421 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONES HAY MARSCHALL & MCKINNEYPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 391 | AddressLine1Txt |
| City | SAN ANGELO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76902 | 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 | 752490509 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Art and Eva Camunez Tucker Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARTA | BusinessNameControlTxt |
| Phone | 3256554104 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 4029 | AddressLine1Txt |
| City | San Angelo | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76902 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Terry Mikeska | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2023-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Terry | PersonFirstNm |
| Person Last | Mikeska | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | L Scott Barber | PreparerPersonNm |
| PTIN | P00048878 | PTIN |
| Phone | 3256554104 | 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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $16,550,606 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $421,115 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $421,115 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $421,115 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,210,671 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,978,276 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,210,671 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,631,786 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,631,786 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $421,115 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $3,800 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $120,272 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $120,272 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $120,272 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $20,639 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20,639 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $20,639 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $110 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $110 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $110 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $144,821 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $144,821 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $144,821 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $719,113 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $719,113 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $863,934 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $144,821 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $144,821 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $719,113 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $767,852 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,486,965 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $276,294 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,372 | CashBOYAmt |
| Cash EOY | $3,917 | CashEOYAmt |
| Cash EOYFMV | $136 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,403 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,521 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,521 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $1,859 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,859 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $7,640,715 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,640,883 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,953,543 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,187,338 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,564,305 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,386,509 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $708,336 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,095,531 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,204,038 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,543,164 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,311,016 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,550,606 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $21,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $21,000 | CapitalStockEOYAmt |
| Retained Earning BOY | $10,522,164 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,290,016 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,543,164 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,311,016 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,543,164 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,311,016 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,543,164 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $767,852 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,311,016 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,311,016 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2500 SS IShares Core | P | 2021-11-15 | 2022-05-06 | $247,212 | $298,975 | -$51,763 | -$51,763 |
| 1500 SS Quanta | P | 2021-10-20 | 2022-05-09 | $174,074 | $171,380 | $2,694 | $2,694 |
| 2500 SS Vanguard | P | 2021-10-20 | 2022-05-06 | $141,532 | $171,468 | -$29,936 | -$29,936 |
| 50 SS Alphabet | P | 2014-05-09 | 2022-01-12 | $141,973 | $26,162 | $115,811 | $115,811 |
| 1700 SS Apple | P | 2013-03-25 | 2022-01-01 | $286,528 | $28,305 | $258,223 | $258,223 |
| 75,000 Berkshire Hathaway Bond | P | 2014-01-13 | 2022-01-31 | $75,000 | $76,140 | -$1,140 | -$1,140 |
| 4000 SS Coca Cola | P | 2020-08-26 | 2022-07-06 | $253,094 | $190,167 | $62,927 | $62,927 |
| 3000 SS Intel Corp | P | 2001-01-01 | 2022-10-18 | $77,458 | $56,788 | $20,670 | $20,670 |
| 1200 SS Lowes | P | 2001-01-01 | 2022-01-01 | $255,640 | $25,892 | $229,748 | $229,748 |
| 2000 SS Marsch & McClennnan | P | 2010-12-21 | 2022-05-09 | $317,424 | $54,250 | $263,174 | $263,174 |
| 500 SS Microsoft | P | 2010-08-02 | 2022-01-05 | $159,559 | $13,113 | $146,446 | $146,446 |
| 2000 SS Morgan Stanley | P | 2015-05-28 | 2022-01-01 | $171,987 | $77,351 | $94,636 | $94,636 |
| 3200 SS Newmont Mining | P | 2021-04-07 | 2022-10-18 | $133,576 | $214,213 | -$80,637 | -$80,637 |
| 50,000 Nucor Corporation Bond | P | 2013-06-21 | 2022-08-15 | $50,000 | $51,229 | -$1,229 | -$1,229 |
| 4000 SS PulteGroup | P | 2020-05-19 | 2022-02-28 | $195,419 | $128,986 | $66,433 | $66,433 |
| 2000 SS Charles Schwab | P | 2018-12-27 | 2022-01-12 | $188,499 | $80,839 | $107,660 | $107,660 |
| 100,000 Wells Fargo Corparate Bond | P | 2019-04-22 | 2022-03-08 | $100,000 | $101,405 | -$1,405 | -$1,405 |
| SPDR Gold Monthly Principal Paydowns | P | 2001-01-01 | 2022-01-01 | $1,353 | $942 | $411 | $411 |
| Capital Gain Distributions | P | 2001-01-01 | 2022-01-01 | $7,948 | $7,948 | $7,948 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,210,671 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$79,005 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,669 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $20,669 | SubtotalAmt |
| Tax Based On Investment Income | $20,669 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,120 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $26,393 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $41,513 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $162 | EsPenaltyAmt |
| Overpayment | $20,682 | OverpaymentAmt |
| Applied To ES Tax | $20,682 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JHMM PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3256554104 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 West Beauregard Suite 400 | AddressLine1Txt |
| City | San Angelo | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Linda Berry | ||||||
| 2391 Sul Ross | San Angelo | TX | 76901 | Trustee | 1.00 | $0 |
| Katie Johnson | ||||||
| 1326 Paseo de Vaca | San Angelo | TX | 76901 | Trustee | 1.00 | $0 |
| Terry Mikeska | ||||||
| 1506 Floyd Drive | San Angelo | TX | 76904 | President | 4.00 | $0 |
| Suzanne Campbell | ||||||
| 3801 Millbrook Drive | San Angelo | TX | 76904 | Trustee | 1.00 | $0 |
| Martha Visney | ||||||
| 126 Crestwood Drive | San Angelo | TX | 76903 | Trustee | 1.00 | $0 |
| Kyle Peavy | ||||||
| P O Box 540 | Graham | TX | 76450 | Trustee | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US Trust | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 989010 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022989010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Fees | ServiceTypeTxt |
| Compensation | $119,592 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,185,256 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,118 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,194,374 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $17,194,374 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $257,916 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,936,458 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $846,823 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $846,823 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,669 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,669 | TotalTaxAmt |
| Distributable Before Adj | $826,154 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $826,154 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $826,154 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $719,113 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $719,113 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $826,154 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $98,718 | UndistributedIncomePYAmt |
| Qualifying Distributions | $719,113 | QualifyingDistributionsAmt |
| Applied To Year1 | $98,718 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $620,395 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $205,759 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Art and Eva Camunez Tucker Foundati | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 391 | AddressLine1Txt |
| City | San Angelo | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3256554104 | RecipientPhoneNum |
| Form And Info And Materials | Information package that contians a brief background of the organization and its mission, list of board of directors, if applicable, amount of request, specific information about the purpose, need and use of the requested funds, appropriate budget information, copy of IRS exemption letter and previous year's audited financial statements if available, if not copy of most recent Form 990. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | April 1st for May grants, October 1 for November grants | SubmissionDeadlinesTxt |
| Restrictions On Awards | Must be 501(c)(3) organization. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| San Angelo Symphony | |||||||
| 36 E Twohig | San Angelo | TX | 76903 | None | PC | Funding for October concert. | $39,500 |
| Ballet San Angelo | |||||||
| PO Box 5092 | San Angelo | TX | 76902 | None | PC | Joy of Movement Program for senior citizens | $22,008 |
| Junior League of San Angelo | |||||||
| PO Box 3033 | San Angelo | TX | 76902 | None | PC | Personal Care Kits for Childrens' Program. | $5,000 |
| San Angelo DESK Program | |||||||
| 3505 Wildwood Drive | San Angelo | TX | 76904 | None | PC | School supplies for San Angelo ISD children | $1,000 |
| Wall Brethren Church | |||||||
| PO Box 195 | Wall | TX | 76957 | None | NC | Purchae furniture, sound system, stage and TV Screen. | $10,320 |
| Angelo Civic Theater | |||||||
| 1936 Sherwood Way | San Angelo | TX | 76901 | None | PC | Sponser Fall anc Christmas Musicals. | $24,200 |
| Fort Concho Musuem Foundation | |||||||
| 630 S Oakes Street | San Angelo | TX | 76903 | None | PC | Purchase Library Furniture. | $25,000 |
| House of Faith | |||||||
| 321 Montecito | San Angelo | TX | 76903 | None | PC | Matching grant too purchase 15 passenger van. | $35,000 |
| Carnegie Library of Ballinger | |||||||
| 204 8th Street | Ballinger | TX | 76821 | None | NC | Building repairs and updates. | $23,028 |
| Through God Comes Justice Ministrie | |||||||
| 222 W Harris | San Angelo | TX | 76903 | None | PC | Christmas gifts for children of inmates of Tom Green County Jail. | $8,500 |
| YMCA of San Angelo | |||||||
| 353 S Randolf | San Angelo | TX | 76903 | None | PC | Outfit the new Preschool and Youth Development Center with equipment and furnishings. | $80,000 |
| Tom Green County Sheriff's Reserve | |||||||
| 222 west Harris | San Angelo | TX | 76903 | None | NC | Safety and operations equipment and training material. | $7,827 |
| Sierra Vista United Methodist Churc | |||||||
| 4522 College Hills Blvd | San Angelo | TX | 76904 | None | NC | Funding for Bunk and a Prayer Program. | $7,500 |
| Concho Cowboy Company | |||||||
| 219 Dellwood Drive | San Angelo | TX | 76903 | None | PC | Upgrade sound system. | $4,000 |
| Cathedral Church of the Sacred Hear | |||||||
| 20 East Beauregard | San Angelo | TX | 76901 | None | NC | Educational Materials and fellowship stipend. | $1,500 |
| Eden High School Bulldog Band | |||||||
| PO Box 988 | Eden | TX | 76837 | None | NC | Purchase Musical Instruments | $10,000 |
| Concho Valley Biblical Counseling | |||||||
| 2601 Freeland Ave | San Angelo | TX | 76901 | None | PC | Funding for Ruth Program for counseling low income individuals. | $10,000 |
| The Bishop Street Bootcamp | |||||||
| PO Box 9 | Knickerbocker | TX | 76939 | None | PC | Purchase vehicle and drill water wells and purchase pumps and filtration system. | $70,000 |
| Christoval Volunteer Fire Departmen | |||||||
| PO Box 193 | Christoval | TX | 76935 | None | PC | Purchase kitchen equipment and appliances for Christoval Community Center. | $25,000 |
| Western Texas Lions Eye Bank Allian | |||||||
| PO Box 2911 | San Angelo | TX | 76903 | None | PC | Cross training for staff in all aspects of eye banking. | $900 |
| Wall Volunteer Fire Department | |||||||
| PO Box 280 | Wall | TX | 76957 | None | PC | Construct a new fire station. | $100,000 |
| Catholic Outreach Services | |||||||
| 410 North Chadbourne | San Angelo | TX | 76903 | None | PC | Parking lot repairs and landscape work. Purchase commercial grade electric range and heat sensor for ventilation system. | $34,644 |
| Keep San Angelo Beautiful | |||||||
| 69 N Chadbourne | San Angelo | TX | 76903 | None | PC | Provide educational programs for community. | $10,600 |
| Ballinger Cares Inc | |||||||
| 2302 CR 445 | Ballinger | TX | 76821 | None | PC | Install heating and cooling system. | $13,968 |
| Galilee CDC | |||||||
| 39 Buick Street | San Angelo | TX | 76904 | None | PC | Repair and remodel homes for low income residents. | $30,000 |
| Saint Charles Catholic Church | |||||||
| PO Box 575 | Eden | TX | 76837 | None | PF | Build concrete pad for new building. | $50,000 |
| Wall Education Foundation | |||||||
| 8065 South US Highway 87 | Wall | TX | 76957 | None | PC | Purchase lighting for the Wall ISD baseball fields. | $25,000 |
| Concho Valley Turning Point | |||||||
| 528 East Highland Blvd | San Angelo | TX | 76903 | PC | Purchase commercial grade upright freezer and food. | $10,978 | |
| Rio Concho Manor | |||||||
| 401 Rio Concho Drive | San Angelo | TX | 76903 | None | PC | Replace electrical panels throghout the building. | $25,000 |
| St Margaret of Scotland Catholic Ch | |||||||
| 2619 Era Avenue | San Angelo | TX | 76905 | None | PC | Stabilize church's foundation in order to repair flooring and ceiling tiles and construct new alter. | $8,640 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $719,113 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $421,115 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,210,671 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,631,786 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,631,786 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $3,800 | Amt |
| Net Investment Income | $3,800 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,800 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Coporate Bonds/Bond Funds- US Trust Acct | BondNm |
| EOY Book Value | $3,564,305 | EOYBookValueAmt |
| EOYFMV | $3,386,509 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Common Stock Chevron | $405,937 | $538,470 |
| Equity Stocks | $6,234,946 | $11,415,073 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Cash Mgt Fund - US Trust | AT COST | $861,079 | $864,758 |
| Public REIT | AT COST | ||
| Commodities | AT COST | $234,452 | $339,280 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Bank Charges | $40 | $40 | $40 |
| Miscellaneous | $70 | $70 | $70 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Portfolio Management | CategoryTxt |
| Amt | $120,272 | Amt |
| Net Investment Income | $120,272 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $120,272 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Excise Tax | $15,848 | $15,848 | $15,848 |
| Foreign Tax | $4,791 | $4,791 | $4,791 |