IRENE S WISCHER EDUCATIONFOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- IRENE S WISCHER EDUCATIONFOUNDATION (EIN 20-7532216)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-18
- IRS object ID
- 202341389349100024
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-18T15:46:26-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 W Houston St Ste 1901 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78205 | 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 | 207532216 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Irene S Wischer Education Foundation #FA945 | BusinessNameLine1Txt |
| Business Name Line2 | Frost Bank Trustee | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % FROST BANK DEBBIE BROEMSEN | InCareOfNm |
| Business Name Control | IREN | BusinessNameControlTxt |
| Phone | 2102204455 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2950 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782992950 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBBIE BROEMSEN | PersonNm |
| Person Title | ADMINISTRATOR | PersonTitleTxt |
| Phone | 2102204623 | PhoneNum |
| Signature | 2023-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DEBBIE | PersonFirstNm |
| Person Last | BROEMSEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEWART GOODSON | PreparerPersonNm |
| PTIN | P00084462 | PTIN |
| Phone | 2102289696 | PhoneNum |
| Preparation | 2023-05-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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 | $12,429,591 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $305,177 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $305,177 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$13,681 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,825,983 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $59,046 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $30,748 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $350,542 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $335,925 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $84,240 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $78,945 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,430 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,444 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,331 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $50,307 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,393 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $27,914 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $42,869 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,535 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $22,378 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,099 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $210,224 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,471 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $114,190 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $462,766 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $462,766 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $672,990 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,471 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $576,956 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$322,448 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $301,454 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $422,357 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $333,029 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $333,029 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $12,809,144 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,577,202 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,909,328 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $43 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $43 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $187,234 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,231,544 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,910,274 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,429,591 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $13,231,544 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,910,274 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,231,544 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,910,274 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,231,544 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,910,274 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,231,544 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$322,448 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,909,096 | SubtotalAmt |
| Other Decreases | -$1,178 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,910,274 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| ST SALES THRU FROST BANK | $2,753,347 | $3,185,093 | -$431,746 | -$431,746 |
| LT COVERED SALES THRU FROST BANK | $3,861,884 | $3,586,317 | $275,567 | $275,567 |
| LT NONCOVERED SALES THRU FROST BANK | $188,710 | $68,254 | $120,456 | $120,456 |
| LT CAPITAL GAINS DISTRIBUTION | $22,042 | $22,042 | $22,042 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$13,681 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,190 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,190 | SubtotalAmt |
| Tax Based On Investment Income | $4,190 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,060 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $18,060 | TotalPaymentsAndCreditsAmt |
| Overpayment | $13,870 | OverpaymentAmt |
| Applied To ES Tax | $4,192 | AppliedToESTaxAmt |
| Refund | $9,678 | RefundAmt |
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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 | FROST BANK DEBBIE BROEMSEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2102204623 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2950 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782992950 | 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 | Yes (true) | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBBIE BROEMSEN FROST BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2950 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782992950 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMINISTRATOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $84,240 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,739,580 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $231,056 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $187,234 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,157,870 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,157,870 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $197,368 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,960,502 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $648,025 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $648,025 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,190 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,190 | TotalTaxAmt |
| Distributable Before Adj | $643,835 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,766 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $649,601 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $649,601 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $576,956 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $576,956 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $649,601 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $57,030 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $57,030 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $576,956 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $576,956 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $57,030 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $57,030 | ExcessDistributionCyovAppCYAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $15,615 | UndistributedIncomeCYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | IRENE S WISCHER EDUCATIONAL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FOUNDATION SCHOLARSHIP PO BOX 6730 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08541 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6097717878 | RecipientPhoneNum |
| Form And Info And Materials | FOR SCHOLARSHIP APPLICATION SEE: HTTPS://AIM.APPLYISTS.NET/WISCHER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FOR SCHOLARSHIP APPLICATION SEE: HTTPS://AIM.APPLYISTS.NET/WISCHER | SubmissionDeadlinesTxt |
| Restrictions On Awards | FOR SCHOLARSHIP APPLICATION SEE: HTTPS://AIM.APPLYISTS.NET/WISCHER | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| BAYLOR UNIVERSITY | ||||||||
| OFFICE OF ACADEMIC FINANCIAL AID | PO BOX 90728 | WACO | TX | 767987028 | NONE | PC | EDUCATIONAL SCHOLARSHIP | $27,000 |
| DALLAS BAPTIST UNIVERSITY | ||||||||
| FINANCIAL AID OFFICE | 3000 MOUNTAIN CREEK PARKWAY | DALLAS | TX | 752119299 | NONE | PC | EDUCATIONAL SCHOLARSHIP | $30,000 |
| TEXAS A & M UNIVERSITY | ||||||||
| STUDENT FINANCIAL AID | PO BOX 30016 | COLLEGE STATION | TX | 778423016 | NONE | PC | EDUCATIONAL SCHOLARSHIP | $25,000 |
| THE UNIVERSITY OF TEXAS AT AUSTIN | ||||||||
| OFFICE OF STUDENT FINANCIAL AID | PO BOX 7758 - UT STATION | AUSTIN | TX | 787137758 | NONE | PC | EDUCATIONAL SCHOLARSHIP | $97,000 |
| THE UNIVERSITY OF TEXAS AT SAN ANTONIO | ||||||||
| SCHOLARSHIP OFFICE | 6900 N LOOP 1604 W | SAN ANTONIO | TX | 782490687 | NONE | PC | EDUCATIONAL SCHOLARSHIP | $10,000 |
| UNIVERSITY OF HOUSTON | ||||||||
| SCHOLARSHIPS FINANCIAL AID | 31 E CULLEN BLDG | HOUSTON | TX | 772042010 | NONE | PC | EDUCATIONAL SCHOLARSHIP | $37,000 |
| TEXAS CHRISTIAN UNIVERSITY | ||||||||
| ATTN FINANCIAL AID OFFICE | TCU BOX 297012 | FORT WORTH | TX | 76129 | NONE | PC | EDUCATIONAL SCHOLARSHIP | $5,000 |
| OKLAHOMA STATE UNIVERISTY-MAIN CAMPUS | ||||||||
| PO BOX 1749 | STILLWATER | OK | 74076 | NONE | PC | EDUCATIONAL SCHOLARSHIP | $12,000 | |
| THE UNIVERSITY OF TEXAS AT TYLER | ||||||||
| 3900 University Blvd | Tyler | TX | 75799 | NONE | PC | EDUCATIONAL SCHOLARSHIP | $15,000 | |
| GRAND CANYON UNIVERSITY | ||||||||
| 3300 W Camelback Rd | Phoenix | AZ | 85017 | NONE | PC | EDUCATIONAL SCHOLARSHIP | $12,000 | |
| COLORADO COLLEGE | ||||||||
| 14 E W Cache La Poudre St | Colorado Springs | CO | 80903 | NONE | PC | EDUCATIONAL SCHOLARSHIP | $5,000 | |
| PRAIRIE VIEW A&M UNIVERSITY | ||||||||
| 100 University Dr | Prairie View | TX | 77446 | NONE | PC | EDUCATIONAL SCHOLARSHIP | $10,000 | |
| SOUTHERN ARKANSAS UNIVERSITY | ||||||||
| 100 East University | Magnolia | AR | 71753 | NONE | PC | EDUCATIONAL SCHOLARSHIP | $5,000 | |
| TARLETON STATE UNIVERSITY | ||||||||
| 1333 W Washington St | Stephenville | TX | 76401 | NONE | PC | EDUCATIONAL SCHOLARSHIP | $12,000 | |
| UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER | ||||||||
| 5323 Harry Hines Blvd | DALLAS | TX | 75390 | NONE | PC | EDUCATIONAL SCHOLARSHIP | $10,000 | |
| HARDIN-SIMMONS UNIVERSITY | ||||||||
| 2200 Hickory St | ABILENE | TX | 79601 | NONE | PC | EDUCATIONAL SCHOLARSHIP | $10,000 | |
| ABILENE CHRISTIAN UNIVERSITY | ||||||||
| 1600 Campus Ct | Abilene | TX | 79601 | NONE | PC | EDUCATIONAL SCHOLARSHIP | $30,000 | |
| MERCER UNIVERSITY | ||||||||
| 1501 Mercer University Dr | Macon | GA | 31207 | NONE | PC | EDUCATIONAL SCHOLARSHIP | $10,000 | |
| MIDWESTERN STATE UNIVERSITY | ||||||||
| 3410 Taft Blvd | Wichita Falls | TX | 76308 | NONE | PC | EDUCATIONAL SCHOLARSHIP | $10,000 | |
| TULANE UNIVERSITY OF LOUISIANA | ||||||||
| 6823 St Charles Ave | New Orleans | LA | 70118 | NONE | PC | EDUCATIONAL SCHOLARSHIP | $10,000 | |
| UNIVERSITY OF NORTH TEXAS | ||||||||
| 1155 Union Cir | Denton | TX | 76203 | NONE | PC | EDUCATIONAL SCHOLARSHIP | $10,000 | |
| BLINN COLLEGE | ||||||||
| 422 N Avenue G | Shiner | TX | 77984 | NONE | PC | EDUCATIONAL SCHOLARSHIP | $10,000 | |
| BRIGHAM YOUNG UNIVERSITY - PROVO | ||||||||
| 414 N 600 E | Provo | UT | 84606 | NONE | PC | EDUCATIONAL SCHOLARSHIP | $5,000 | |
| EAST TEXAS BAPTIST UNIVERSITY | ||||||||
| 4253 Fm 902 | Howe | TX | 754593463 | NONE | PC | EDUCATIONAL SCHOLARSHIP | $10,000 | |
| HOUSTON BAPTIST UNIVERSITY | ||||||||
| 6200 W Bellfort | Apt 226 | Houston | TX | 77035 | NONE | PC | EDUCATIONAL SCHOLARSHIP | $10,000 |
| ST MARY'S UNIVERSITY | ||||||||
| 1714 W Terra Alta Dr | San Antonio | TX | 78209 | NONE | PC | EDUCATIONAL SCHOLARSHIP | $10,000 | |
| TEXAS STATE UNIVERSITY | ||||||||
| 111 South Avenue D | Shiner | TX | 77984 | NONE | PC | EDUCATIONAL SCHOLARSHIP | $10,000 | |
| TRINITY COLLEGE | ||||||||
| 7400 Bellerive Dr | Apt 907 | Houston | TX | 77036 | NONE | PC | EDUCATIONAL SCHOLARSHIP | $10,000 |
| AMERICAN UNIVERSITY | ||||||||
| 4400 Massachusetts Avenue NW | Washington | DC | 20016 | NONE | PC | EDUCATIONAL SCHOLARSHIP | $5,766 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $462,766 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $305,177 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$13,681 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|---|---|
| ROYALTY INCOME & WORKING INTEREST | 211110 | $22,532 | 15 | $30,748 | |
| RETURNED SCHOLARSHIP | $5,766 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $22,532 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $322,244 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,766 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $350,542 | 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 FEES | CategoryTxt |
| Amt | $10,430 | Amt |
| Net Investment Income | $2,444 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,331 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $12,577,202 | EOYBookValueAmt |
| EOYFMV | $11,909,328 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MINERAL INTERESTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $43 | BookValueAmt |
| EOYFMV | $187,234 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | -$1,178 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENT AND ROYALTY EXPENSES | Desc |
| Revenue And Expenses Per Books | $22,378 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,099 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ROYALTY INCOME | $53,280 | $30,748 |
| RETURNED SCHOLARSHIP | $5,766 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| SCHOLARSHIP MANAGEMENT FEES | $27,914 | $27,914 | |
| INVESTMENT MANAGEMENT FEES | $22,393 | $22,393 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $2,225 | $2,225 |
| TAXES ON ROYALTY INTEREST | $2,586 | $1,310 |
| PY TAX | $19,998 | |
| ESTIMATE TAX PAYMENT | $18,060 |