BEHMANN BROTHERS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BEHMANN BROTHERS FOUNDATION (EIN 74-2146739)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-06
- IRS object ID
- 202521269349100747
- Schema version
- 2023v6.0
- 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
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-06T09:27:14-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742588072 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIELDS NEMEC & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 23067 | AddressLine1Txt |
| City | CORPUS CHRISTI | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 784033067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742146739 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEHMANN BROTHERS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEHM | BusinessNameControlTxt |
| Phone | 3619856483 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 271486 | AddressLine1Txt |
| City | CORPUS CHRISTI | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78414 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHERRY KOSAREK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3619856483 | PhoneNum |
| Signature | 2025-04-30 | 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 | RUDY STURGEON CPA | PreparerPersonNm |
| PTIN | P00009174 | PTIN |
| Phone | 3618837475 | PhoneNum |
| Preparation | 2025-04-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,654,398 | 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 | $158,020 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $158,020 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $11,994 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $11,994 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $8,256 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $282,997 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,866,067 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $282,997 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $453,011 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $453,011 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $37,600 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $27,300 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,300 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,645 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,660 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,985 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,342 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,342 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $41,591 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $40,900 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $690 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $90 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $1,401 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $700 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $701 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $527 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $250 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $277 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,899 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,341 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $328 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $106,095 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $88,493 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,281 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $397,390 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $397,390 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $503,485 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $88,493 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $413,671 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$50,474 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $364,518 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $105,183 | CashBOYAmt |
| Cash EOY | $105,553 | CashEOYAmt |
| Cash EOYFMV | $105,553 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $751,889 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $111,146 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $111,146 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $830 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $830 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $6,997,981 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,587,399 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,303,864 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $133,005 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,586 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $131,509 | LandBOYAmt |
| Land EOY | $131,419 | LandEOYAmt |
| Land EOYFMV | $133,005 | LandEOYFMVAmt |
| Other Assets BOY | $141,198 | OtherAssetsBOYAmt |
| Other Assets EOY | $141,198 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,127,760 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,077,545 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,654,398 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,785 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,044 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,785 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,044 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,163,054 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,163,054 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $4,144,811 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $4,144,811 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,818,110 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,767,636 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,125,975 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,075,501 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,127,760 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,077,545 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,125,975 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$50,474 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,075,501 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,075,501 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (174 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UMB BK NATL ASSN KANS CITY MO C/D FDIC INS TO LIMITS DUE 07/24/2023 05.150% | P | 2023-07-13 | 2023-07-24 | $249,000 | $248,950 | $50 | $50 |
| WCM FOCUSED INTERNATIONAL | P | 2022-12-08 | 2023-08-24 | $169 | $161 | $8 | $8 |
| PARANASSUS INCOME TR | P | 2023-07-03 | 2023-09-18 | $183 | $182 | $1 | $1 |
| PARANASSUS INCOME TR | P | 2023-04-03 | 2023-09-18 | $197 | $182 | $15 | $15 |
| PARANASSUS INCOME TR | P | 2022-12-22 | 2023-09-18 | $196 | $171 | $25 | $25 |
| PARANASSUS INCOME TR | P | 2022-11-18 | 2023-09-18 | $9,158 | $8,018 | $1,140 | $1,140 |
| PARANASSUS INCOME TR | P | 2022-10-03 | 2023-09-18 | $236 | $203 | $33 | $33 |
| AB HIGH INCOME FUND | P | 2023-01-03 | 2023-12-08 | $584 | $565 | $19 | $19 |
| AB HIGH INCOME FUND | P | 2023-02-01 | 2023-12-08 | $526 | $528 | -$2 | -$2 |
| AB HIGH INCOME FUND | P | 2023-03-01 | 2023-12-08 | $524 | $516 | $8 | $8 |
| AB HIGH INCOME FUND | P | 2023-04-03 | 2023-12-08 | $640 | $625 | $15 | $15 |
| AB HIGH INCOME FUND | P | 2023-05-01 | 2023-12-08 | $518 | $508 | $10 | $10 |
| AB HIGH INCOME FUND | P | 2023-06-01 | 2023-12-08 | $553 | $535 | $18 | $18 |
| AB HIGH INCOME FUND | P | 2023-07-03 | 2023-12-08 | $598 | $585 | $13 | $13 |
| AB HIGH INCOME FUND | P | 2023-08-01 | 2023-12-08 | $559 | $554 | $5 | $5 |
| AB HIGH INCOME FUND | P | 2023-12-01 | 2023-12-08 | $567 | $564 | $3 | $3 |
| AB HIGH INCOME FUND | P | 2023-11-01 | 2023-12-08 | $588 | $563 | $25 | $25 |
| AB HIGH INCOME FUND | P | 2023-10-02 | 2023-12-08 | $589 | $573 | $16 | $16 |
| AB HIGH INCOME FUND | P | 2023-09-01 | 2023-12-08 | $634 | $627 | $7 | $7 |
| UMPQUA BANK ROSEBURG OR | P | 2023-08-24 | 2023-12-29 | $249,000 | $248,963 | $37 | $37 |
| INVESCO DEVELOPING MARKETS | P | 2023-12-14 | 2024-04-03 | $748 | $702 | $46 | $46 |
| WEBSTER BK NATL ASSN | P | 2024-01-30 | 2024-05-07 | $225,000 | $224,966 | $34 | $34 |
| UNITED STATES TREASURY BILL RE ISSUE 05/07/2024 DUE 06/04/2024 | P | 2024-05-07 | 2024-06-04 | $356,000 | $353,644 | $2,356 | $2,356 |
| G N MA PASS THRU POOL#352835X | P | 2008-05-15 | 2023-07-17 | $1 | $1 | $1 | |
| G N M A PASS THRU POOL#002971M | P | 2000-01-27 | 2023-07-20 | $1 | $1 | $0 | $0 |
| G N M A PASS THRU POOL#002971M | P | 2000-09-26 | 2023-07-20 | $1 | $1 | $0 | $0 |
| CWALT INC | P | 2011-06-23 | 2023-07-25 | $12 | $11 | $1 | $1 |
| CWALT INC | P | 2011-06-23 | 2023-07-25 | $0 | $0 | ||
| G N M A PASS THRU POOL#352835X | P | 2008-05-15 | 2023-08-15 | $1 | $1 | $1 | |
| G N M A PASS THRU POOL#002867M | P | 2000-01-27 | 2023-08-21 | $3 | $3 | $0 | $0 |
| G N M A PASS THRU POOL#002971M | P | 2000-09-26 | 2023-08-21 | $1 | $1 | $0 | $0 |
| WCW FOCUSED INTERNATIONAL | P | 2020-01-30 | 2023-08-24 | $154,184 | $138,395 | $15,789 | $15,789 |
| WCW FOCUSED INTERNATIONAL | P | 2020-12-10 | 2023-08-24 | $2,685 | $3,015 | -$330 | -$330 |
| WCW FOCUSED INTERNATIONAL | P | 2020-12-10 | 2023-08-24 | $114 | $128 | -$14 | -$14 |
| WCW FOCUSED INTERNATIONAL | P | 2021-12-09 | 2023-08-24 | $8,367 | $10,847 | -$2,480 | -$2,480 |
| CWALT INC | P | 2011-06-23 | 2023-08-25 | $33 | $31 | $2 | $2 |
| CWALT INC | P | 2011-06-23 | 2023-08-25 | $10 | -$10 | -$10 | |
| G N M A PASS THRU POOL#352835X | P | 2008-05-15 | 2023-09-15 | $1 | $1 | $1 | |
| PARNASSUS INCOME TR | P | 2021-05-14 | 2023-09-18 | $89,259 | $98,443 | -$9,184 | -$9,184 |
| PARNASSUS INCOME TR | P | 2021-07-01 | 2023-09-18 | $131 | $148 | -$17 | -$17 |
| PARNASSUS INCOME TR | P | 2021-10-01 | 2023-09-18 | $120 | $135 | -$15 | -$15 |
| PARNASSUS INCOME TR | P | 2021-11-19 | 2023-09-18 | $6,250 | $7,210 | -$960 | -$960 |
| PARNASSUS INCOME TR | P | 2021-12-23 | 2023-09-18 | $617 | $708 | -$91 | -$91 |
| PARNASSUS INCOME TR | P | 2022-04-01 | 2023-09-18 | $96 | $105 | -$9 | -$9 |
| PARNASSUS INCOME TR | P | 2022-07-01 | 2023-09-18 | $146 | $135 | $11 | $11 |
| G N M A PASS THRU POOL#002867M | P | 2000-01-27 | 2023-09-20 | $1 | $1 | $0 | $0 |
| G N M A PASS THRU POOL#002971M | P | 2000-09-26 | 2023-09-20 | $1 | $1 | $0 | $0 |
| CWALT INC | P | 2011-06-23 | 2023-09-25 | $2 | $2 | $2 | |
| CWALT INC | P | 2011-06-23 | 2023-09-25 | $18 | $17 | $1 | $1 |
| G N M A PASS THRU POOL#352835X | P | 2008-05-15 | 2023-10-16 | $1 | $1 | $1 | |
| G N M A PASS THRU POOL#002867M | P | 2000-01-27 | 2023-10-20 | $1 | $1 | $0 | $0 |
| G N M A PASS THRU POOL#002971M | P | 2000-09-26 | 2023-10-20 | $1 | $1 | $0 | $0 |
| CWALT INC | P | 2011-06-23 | 2023-10-25 | $9 | $9 | $0 | $0 |
| CWALT INC | P | 2011-06-23 | 2023-10-25 | $0 | $0 | ||
| G N M A PASS THRU POOL#352835X | P | 2008-05-15 | 2023-11-15 | $1 | $1 | $1 | |
| G N M A PASS THRU POOL#002867M | P | 2000-01-27 | 2023-11-20 | $3 | $3 | $0 | $0 |
| G N M A PASS THRU POOL#002971M | P | 2000-09-26 | 2023-11-20 | $1 | $1 | $0 | $0 |
| CWALT INC | P | 2011-06-23 | 2023-11-25 | $0 | $0 | ||
| CWALT INC | P | 2011-06-23 | 2023-11-25 | $16 | $15 | $1 | $1 |
| AB HIGH INCOME FUND | P | 2016-10-05 | 2023-12-08 | $3,759 | $4,695 | -$936 | -$936 |
| AB HIGH INCOME FUND | P | 2016-10-21 | 2023-12-08 | $11,598 | $14,572 | -$2,974 | -$2,974 |
| AB HIGH INCOME FUND | P | 2016-11-01 | 2023-12-08 | $315 | $393 | -$78 | -$78 |
| AB HIGH INCOME FUND | P | 2016-11-16 | 2023-12-08 | $16,711 | $20,477 | -$3,766 | -$3,766 |
| AB HIGH INCOME FUND | P | 2016-12-01 | 2023-12-08 | $444 | $546 | -$102 | -$102 |
| AB HIGH INCOME FUND | P | 2016-12-12 | 2023-12-08 | $448 | $553 | -$105 | -$105 |
| AB HIGH INCOME FUND | P | 2016-12-15 | 2023-12-08 | $19,622 | $24,276 | -$4,654 | -$4,654 |
| AB HIGH INCOME FUND | P | 2017-01-03 | 2023-12-08 | $549 | $684 | -$135 | -$135 |
| AB HIGH INCOME FUND | P | 2017-02-01 | 2023-12-08 | $587 | $741 | -$154 | -$154 |
| AB HIGH INCOME FUND | P | 2017-03-01 | 2023-12-08 | $519 | $663 | -$144 | -$144 |
| AB HIGH INCOME FUND | P | 2017-04-03 | 2023-12-08 | $642 | $819 | -$177 | -$177 |
| AB HIGH INCOME FUND | P | 2017-05-01 | 2023-12-08 | $600 | $771 | -$171 | -$171 |
| AB HIGH INCOME FUND | P | 2017-06-01 | 2023-12-08 | $570 | $735 | -$165 | -$165 |
| AB HIGH INCOME FUND | P | 2017-07-03 | 2023-12-08 | $617 | $790 | -$173 | -$173 |
| AB HIGH INCOME FUND | P | 2017-08-01 | 2023-12-08 | $559 | $721 | -$162 | -$162 |
| AB HIGH INCOME FUND | P | 2017-09-01 | 2023-12-08 | $646 | $834 | -$188 | -$188 |
| AB HIGH INCOME FUND | P | 2017-10-02 | 2023-12-08 | $669 | $863 | -$194 | -$194 |
| AB HIGH INCOME FUND | P | 2017-11-01 | 2023-12-08 | $642 | $825 | -$183 | -$183 |
| AB HIGH INCOME FUND | P | 2017-12-01 | 2023-12-08 | $667 | $850 | -$183 | -$183 |
| AB HIGH INCOME FUND | P | 2017-12-11 | 2023-12-08 | $279 | $355 | -$76 | -$76 |
| AB HIGH INCOME FUND | P | 2018-01-02 | 2023-12-08 | $680 | $864 | -$184 | -$184 |
| AB HIGH INCOME FUND | P | 2018-02-01 | 2023-12-08 | $699 | $894 | -$195 | -$195 |
| AB HIGH INCOME FUND | P | 2018-03-01 | 2023-12-08 | $730 | $914 | -$184 | -$184 |
| AB HIGH INCOME FUND | P | 2018-04-02 | 2023-12-08 | $803 | $999 | -$196 | -$196 |
| AB HIGH INCOME FUND | P | 2018-05-01 | 2023-12-08 | $713 | $881 | -$168 | -$168 |
| AB HIGH INCOME FUND | P | 2018-06-01 | 2023-12-08 | $725 | $884 | -$159 | -$159 |
| AB HIGH INCOME FUND | P | 2018-07-02 | 2023-12-08 | $768 | $930 | -$162 | -$162 |
| AB HIGH INCOME FUND | P | 2018-08-01 | 2023-12-08 | $746 | $912 | -$166 | -$166 |
| AB HIGH INCOME FUND | P | 2018-09-04 | 2023-12-08 | $805 | $972 | -$167 | -$167 |
| AB HIGH INCOME FUND | P | 2018-10-01 | 2023-12-08 | $671 | $812 | -$141 | -$141 |
| AB HIGH INCOME FUND | P | 2019-05-01 | 2023-12-08 | $770 | $922 | -$152 | -$152 |
| AB HIGH INCOME FUND | P | 2019-07-01 | 2023-12-08 | $748 | $933 | -$185 | -$185 |
| AB HIGH INCOME FUND | P | 2019-08-01 | 2023-12-08 | $543 | $681 | -$138 | -$138 |
| AB HIGH INCOME FUND | P | 2019-09-03 | 2023-12-08 | $421 | $507 | -$86 | -$86 |
| AB HIGH INCOME FUND | P | 2019-10-01 | 2023-12-08 | $360 | $434 | -$74 | -$74 |
| AB HIGH INCOME FUND | P | 2019-11-01 | 2023-12-08 | $370 | $447 | -$77 | -$77 |
| AB HIGH INCOME FUND | P | 2019-12-02 | 2023-12-08 | $371 | $448 | -$77 | -$77 |
| AB HIGH INCOME FUND | P | 2020-01-02 | 2023-12-08 | $430 | $527 | -$97 | -$97 |
| AB HIGH INCOME FUND | P | 2020-02-03 | 2023-12-08 | $404 | $495 | -$91 | -$91 |
| AB HIGH INCOME FUND | P | 2020-03-02 | 2023-12-08 | $353 | $423 | -$70 | -$70 |
| AB HIGH INCOME FUND | P | 2020-05-01 | 2023-12-08 | $462 | $464 | -$2 | -$2 |
| AB HIGH INCOME FUND | P | 2020-06-01 | 2023-12-08 | $346 | $365 | -$19 | -$19 |
| AB HIGH INCOME FUND | P | 2020-07-01 | 2023-12-08 | $350 | $377 | -$27 | -$27 |
| AB HIGH INCOME FUND | P | 2020-08-03 | 2023-12-08 | $427 | $476 | -$49 | -$49 |
| AB HIGH INCOME FUND | P | 2020-09-01 | 2023-12-08 | $380 | $428 | -$48 | -$48 |
| AB HIGH INCOME FUND | P | 2020-10-01 | 2023-12-08 | $409 | $455 | -$46 | -$46 |
| AB HIGH INCOME FUND | P | 2020-11-02 | 2023-12-08 | $456 | $506 | -$50 | -$50 |
| AB HIGH INCOME FUND | P | 2020-12-01 | 2023-12-08 | $370 | $430 | -$60 | -$60 |
| AB HIGH INCOME FUND | P | 2021-01-04 | 2023-12-08 | $425 | $503 | -$78 | -$78 |
| AB HIGH INCOME FUND | P | 2021-02-01 | 2023-12-08 | $430 | $509 | -$79 | -$79 |
| AB HIGH INCOME FUND | P | 2021-05-03 | 2023-12-08 | $430 | $509 | -$79 | -$79 |
| AB HIGH INCOME FUND | P | 2021-06-01 | 2023-12-08 | $381 | $453 | -$72 | -$72 |
| AB HIGH INCOME FUND | P | 2021-07-01 | 2023-12-08 | $427 | $511 | -$84 | -$84 |
| AB HIGH INCOME FUND | P | 2021-08-02 | 2023-12-08 | $426 | $510 | -$84 | -$84 |
| AB HIGH INCOME FUND | P | 2021-09-01 | 2023-12-08 | $451 | $540 | -$89 | -$89 |
| AB HIGH INCOME FUND | P | 2021-10-01 | 2023-12-08 | $372 | $443 | -$71 | -$71 |
| AB HIGH INCOME FUND | P | 2021-11-01 | 2023-12-08 | $367 | $434 | -$67 | -$67 |
| AB HIGH INCOME FUND | P | 2021-12-01 | 2023-12-08 | $408 | $475 | -$67 | -$67 |
| AB HIGH INCOME FUND | P | 2022-01-03 | 2023-12-08 | $385 | $453 | -$68 | -$68 |
| AB HIGH INCOME FUND | P | 2022-02-01 | 2023-12-08 | $406 | $467 | -$61 | -$61 |
| AB HIGH INCOME FUND | P | 2022-03-01 | 2023-12-08 | $381 | $427 | -$46 | -$46 |
| AB HIGH INCOME FUND | P | 2022-04-01 | 2023-12-08 | $449 | $498 | -$49 | -$49 |
| AB HIGH INCOME FUND | P | 2022-05-02 | 2023-12-08 | $437 | $466 | -$29 | -$29 |
| AB HIGH INCOME FUND | P | 2022-06-01 | 2023-12-08 | $441 | $464 | -$23 | -$23 |
| AB HIGH INCOME FUND | P | 2022-07-01 | 2023-12-08 | $495 | $483 | $12 | $12 |
| AB HIGH INCOME FUND | P | 2022-08-01 | 2023-12-08 | $464 | $474 | -$10 | -$10 |
| AB HIGH INCOME FUND | P | 2022-09-01 | 2023-12-08 | $393 | $393 | $0 | $0 |
| AB HIGH INCOME FUND | P | 2022-10-03 | 2023-12-08 | $655 | $619 | $36 | $36 |
| AB HIGH INCOME FUND | P | 2022-11-01 | 2023-12-08 | $679 | $649 | $30 | $30 |
| AB HIGH INCOME FUND | P | 2022-12-01 | 2023-12-08 | $528 | $518 | $10 | $10 |
| AB HIGH INCOME FUND | P | 2022-12-06 | 2023-12-08 | $216 | $213 | $3 | $3 |
| G N M A PASS THRU POOL#352835X | P | 2008-05-15 | 2023-12-15 | $0 | $0 | ||
| G N M A PASS THRU POOL#002867M | P | 2000-01-27 | 2023-12-20 | $1 | $1 | $0 | $0 |
| G N M A PASS THRU POOL#002971M | P | 2000-09-26 | 2023-12-20 | $1 | $1 | $0 | $0 |
| CWALT INC | P | 2011-06-23 | 2023-12-25 | $23 | $21 | $2 | $2 |
| CWALT INC | P | 2011-06-23 | 2023-12-25 | $0 | $0 | ||
| CWALT INC | P | 2011-06-23 | 2024-01-25 | $0 | $0 | ||
| CWALT INC | P | 2011-06-23 | 2024-01-25 | $17 | $16 | $1 | $1 |
| CWALT INC | P | 2011-06-23 | 2024-02-25 | $5 | -$5 | -$5 | |
| CWALT INC | P | 2011-06-23 | 2024-02-25 | $27 | $26 | $1 | $1 |
| CWALT INC | P | 2011-06-23 | 2024-03-25 | $26 | $25 | $1 | $1 |
| CWALT INC | P | 2011-06-23 | 2024-03-25 | $1 | -$1 | -$1 | |
| CWALT INC | P | 2011-06-23 | 2024-04-25 | $0 | $0 | ||
| CWALT INC | P | 2011-06-23 | 2024-04-25 | $12 | $12 | $0 | $0 |
| CWALT INC | P | 2011-06-23 | 2024-05-25 | $9 | $9 | $0 | $0 |
| CWALT INC | P | 2011-06-23 | 2024-06-25 | $9 | $9 | $0 | $0 |
| CWALT INC | P | 2011-06-23 | 2024-06-25 | $0 | $0 | ||
| FUNDVANTAGE TR | P | 2017-04-07 | 2024-01-25 | $3,189 | $1,519 | $1,670 | $1,670 |
| FUNDVANTAGE TR | P | 2017-04-25 | 2024-01-25 | $51,199 | $24,993 | $26,206 | $26,206 |
| FUNDVANTAGE TR | P | 2022-12-08 | 2024-01-25 | $2,923 | $2,043 | $880 | $880 |
| G N M A PASS THRU POOL#002867M | P | 2000-01-27 | 2024-01-22 | $1 | $1 | $0 | $0 |
| G N M A PASS THRU POOL#002867M | P | 2000-01-27 | 2024-02-20 | $1 | $1 | $0 | $0 |
| G N M A PASS THRU POOL#002867M | P | 2000-01-27 | 2024-03-20 | $1 | $1 | $0 | $0 |
| G N M A PASS THRU POOL#002867M | P | 2000-01-27 | 2024-04-22 | $1 | $1 | $0 | $0 |
| G N M A PASS THRU POOL#002867M | P | 2000-01-27 | 2024-05-20 | $2 | $2 | $0 | $0 |
| G N M A PASS THRU POOL#002867M | P | 2000-01-27 | 2024-06-20 | $1 | $1 | $0 | $0 |
| G N M A PASS THRU POOL#002867M | P | 2000-09-26 | 2024-01-22 | $1 | $1 | $0 | $0 |
| G N M A PASS THRU POOL#002867M | P | 2000-09-26 | 2024-01-22 | $1 | $1 | $0 | $0 |
| G N M A PASS THRU POOL#002867M | P | 2000-09-26 | 2024-02-20 | $6 | $6 | $0 | $0 |
| G N M A PASS THRU POOL#002867M | P | 2000-09-26 | 2024-03-20 | $1 | $1 | $0 | $0 |
| G N M A PASS THRU POOL#002867M | P | 2000-09-26 | 2024-04-22 | $1 | $1 | $0 | $0 |
| G N M A PASS THRU POOL#002867M | P | 2000-09-26 | 2024-05-20 | $1 | $1 | $0 | $0 |
| G N M A PASS THRU POOL#002867M | P | 2000-09-26 | 2024-06-20 | $11,112 | $11,152 | -$40 | -$40 |
| INVESCO DEVELOPING MARKETS | P | 2017-08-03 | 2024-04-03 | $944 | $990 | -$46 | -$46 |
| INVESCO DEVELOPING MARKETS | P | 2017-12-05 | 2024-04-03 | $40,910 | $45,003 | -$4,093 | -$4,093 |
| INVESCO DEVELOPING MARKETS | P | 2018-05-25 | 2024-04-03 | $684 | $682 | $2 | $2 |
| INVESCO DEVELOPING MARKETS | P | 2018-12-04 | 2024-04-03 | $1,047 | $1,176 | -$129 | -$129 |
| INVESCO DEVELOPING MARKETS | P | 2019-12-16 | 2024-04-03 | $311 | $351 | -$40 | -$40 |
| INVESCO DEVELOPING MARKETS | P | 2019-12-16 | 2024-04-03 | $98 | $110 | -$12 | -$12 |
| INVESCO DEVELOPING MARKETS | P | 2019-12-16 | 2024-04-03 | $28,326 | $31,752 | -$3,426 | -$3,426 |
| INVESCO DEVELOPING MARKETS | P | 2020-01-30 | 2024-04-03 | $201 | $263 | -$62 | -$62 |
| INVESCO DEVELOPING MARKETS | P | 2020-12-14 | 2024-04-03 | $347 | $407 | -$60 | -$60 |
| INVESCO DEVELOPING MARKETS | P | 2021-12-15 | 2024-04-03 | $4,212 | $4,942 | -$730 | -$730 |
| INVESCO DEVELOPING MARKETS | P | 2022-12-15 | 2024-04-03 | $807 | $728 | $79 | $79 |
| CAPITAL GAINS DIVIDENDS | P | $274,970 | $274,970 | $274,970 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $282,997 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,067 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,067 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,067 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,896 | 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 | $5,896 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $829 | OverpaymentAmt |
| Applied To ES Tax | $829 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 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 | WWW.BEHMANNBROTHERSFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | WILLIE J KOSAREK | IndividualWithBooksNm |
| Phone | 3619856483 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6153 LEMANS DRIVE | AddressLine1Txt |
| City | CORPUS CHRISTI | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78414 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| SHERRY M KOSAREK | ||||||||
| PO BOX 271486 | CORPUS CHRISTI | TX | 78427 | PRESIDENT | 20.00 | $24,000 | $0 | $0 |
| T MARK ANDERSON | ||||||||
| PO BOX 271486 | CORPUS CHRISTI | TX | 78427 | VICE PRESIDENT | 5.00 | $300 | $0 | $0 |
| WILLIE J KOSAREK | ||||||||
| PO BOX 271486 | CORPUS CHRISTI | TX | 78427 | TREASURER | 5.00 | $300 | $0 | $0 |
| NANCY KOSAREK LINDELL | ||||||||
| PO BOX 271486 | CORPUS CHRISTI | TX | 78427 | SECRETARY | 5.00 | $300 | $0 | $0 |
| DANIEL BLUNTZER | ||||||||
| PO BOX 271486 | CORPUS CHRISTI | TX | 78427 | DIRECTOR | 5.00 | $300 | $0 | $0 |
| TRISTIN KOSAREK-BUTLER | ||||||||
| PO BOX 271486 | CORPUS CHRISTI | TX | 78427 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| ERIC BLUNTZER | ||||||||
| PO BOX 271486 | CORPUS CHRISTI | TX | 78427 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| CHARLES KOSAREK | ||||||||
| PO BOX 271486 | CORPUS CHRISTI | TX | 78427 | PAST PRESIDENT | 5.00 | $12,400 | $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 | $8,527,764 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $445,604 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $133,055 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,106,423 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,106,423 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $136,596 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,969,827 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $448,491 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $448,491 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,067 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,067 | TotalTaxAmt |
| Distributable Before Adj | $443,424 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $443,424 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $443,424 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $413,671 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $413,671 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $443,424 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $121,296 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $121,296 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $413,671 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $413,671 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $29,753 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $29,753 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $91,543 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $91,543 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $91,543 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SHERRY M KOSAREK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 271486 | AddressLine1Txt |
| City | CORPUS CHRISTI | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 784271486 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3618528223 | RecipientPhoneNum |
| Recipient Email Address | BEHMANBROTHERSFOUNDATION@MSN.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | SPECIAL GRANT REQUEST FORM CAN BE OBTAINED FROM WEBSITE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MAY 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS MUST BE LOCATED IN THE TEXAS COUNTIES OF NUECES,ARANSAS,BEE,JIM WELLS,KLEBERG,LIVE OAK, REFUGIO AND SAN PATRICIO | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (78 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| SISTERS OF PROVIDENCE CO SR BETH WRIGHT SP | ||||||||
| 1 SISTERS OF PROVIDENCE | ST MARYOFTHEWOODS | IN | 47874 | NONE | PC | DONATION | $1,000 | |
| ALLIE'S HAVEN ANIMAL RESCUE | ||||||||
| PO BOX 151731 | FORT WORTH | TX | 76108 | NONE | PC | DONATION | $16,000 | |
| OPERATION HOMEFRONT | ||||||||
| 1355 CENTRAL PARKWAY SOUTH SUITE | SAN ANTONIO | TX | 77459 | NONE | PC | BACK-TO-SCHOOL BRIGADE 2023 CORPUS CHRISTI | $1,000 | 100 |
| COASTAL BEND COLLEGE FOUNDATION | ||||||||
| 3800 CHARCO ROAD | BEEVILLE | TX | 78102 | NONE | PC | BEHMANN BROTHERS NURSING SCHOLARSHIP | $5,000 | |
| BEEVILLE VINYARD | ||||||||
| 210 N MONROE ST | BEEVILLE | TX | 78102 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| CITIZENS PLANNING COMMITTEE | ||||||||
| PO BOX 254 | BISHOP | TX | 78343 | NONE | PC | SOUP KITCHEN/WARMING-COOLING CENTER | $2,000 | |
| HUMANE SOCIETY OF ARANSAS PASS | ||||||||
| PO BOX 1502 | FULTON | TX | 78358 | NONE | PC | OUTDOOR DOG YARD IMPROVEMENT | $2,000 | |
| TRI COUNTY EMERGENCY MEDICAL SERVICES INC | ||||||||
| PO BOX 1378 | INGLESIDE | TX | 78362 | NONE | PC | EMS STATION 2 | $3,500 | |
| SACRED HEART CHURCH | ||||||||
| 217 WEST SAN PATRICIO | MATHIS | TX | 78368 | NONE | PC | DONATION | $1,000 | |
| ROB & BESSIE WELDER WILDLIFE CONSERVATION FOUNDATION | ||||||||
| PO BOX 1400 | SINTON | TX | 783681400 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| ST THOMAS THE APOSTLE CATHOLIC CHURCH | ||||||||
| 16602 FM 624 | ROBSTOWN | TX | 78380 | NONE | PC | DONATION: YOUTH MINISTRIES | $3,000 | |
| NUECES EXTENSION PROGRAM FOUNDATION INC | ||||||||
| 710 EAST MAIN SUITE 1 | ROBSTOWN | TX | 78380 | NONE | PC | AG AWARENESS DAY | $4,000 | |
| CHILDREN'S COALITION OF ARANSAS COUNTY | ||||||||
| 401-B WEST MARKET STREET | ROCKPORT | TX | 78382 | NONE | PC | COASTAL BEND CHILD DEVELOPMENT CENTER | $5,000 | |
| CAMP ARANZAZU INC | ||||||||
| 5420 LOOP 1781 | ROCKPORT | TX | 78382 | NONE | PC | TECHNOLOGY UPGRADE | $3,100 | |
| CORPUS CHRISTI SYMPHONY SOCIETY INC | ||||||||
| 555 NORTH CARANCAHUA STREET TOWER | CORPUS CHRISTI | TX | 78401 | NONE | PC | COMPUTER UPGRADES TO BOOST PRODUCTIVITY | $3,000 | II SUITE 410 |
| SOUTH TEXAS INSTITUTE FOR THE ARTS DBA ART MUSEUM OF SOUTH TEXAS | ||||||||
| 1902 NORTH SHORELINE BOULEVARD | CORPUS CHRISTI | TX | 78401 | NONE | PC | ART MUSEUM OF SOUTH TEXAS OPERATING UNDERWRITING | $3,000 | |
| MARY MCLEOD BETHUNE EARLY CHILD DEVELOPMENT NURSERY INC | ||||||||
| 900 KINNEY ST | CORPUS CHRISTI | TX | 78401 | NONE | PC | CHILD CARE FOR LOW INCOME & HOMELESS CHILDREN | $5,000 | |
| MISSION 911 | ||||||||
| 911 PARK AVENUE | CORPUS CHRISTI | TX | 78401 | NONE | PC | MISSION 911 GENERAL OPERATING EXPENSES | $3,500 | |
| GROW LOCAL SOUTH TEXAS | ||||||||
| 710 BUFFALO ST STE 802 | CORPUS CHRISTI | TX | 78401 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| SPECIAL OLYMPICS TEXAS INC | ||||||||
| 623 POWER STREET SUITE A | CORPUS CHRISTI | TX | 78401 | NONE | PC | TO SUPPORT SPECIAL OLYMPICS TEXAS-SOUTH TEXAS AREA ATHLETE PROGRAMS | $5,000 | |
| CORPUS CHRISTI POLICE ATHLETIC LEAGUE | ||||||||
| 702 SOUTH BROWNLEE | CORPUS CHRISTI | TX | 78401 | NONE | PC | PROJECT SUPPORT/TECHNOLOGY UPGRADE | $3,000 | |
| INSTITUTO DE CULTURA HISPANICA DE CORPUS CHRISTI | ||||||||
| 1617 NORTH CHAPARRAL ST | CORPUS CHRISTI | TX | 78401 | NONE | PC | STEM ROBOTICS PROGRAM | $2,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 500 NORTH SHORELINE SUITE 203 NORTH | CORPUS CHRISTI | TX | 78401 | NONE | PC | COASTAL BEND HEART WALK 2022 | $2,000 | |
| ARMS WIDE ADOPTION SERVICES | ||||||||
| 500 NORTH WATER STREET SUITE 604 | CORPUS CHRISTI | TX | 78401 | NONE | PC | POST ADOPTION PROGRAM-CORPUS CHRISTI AND SURROUNDING AREAS | $2,000 | SOUTH TOWER |
| ART CENTER OF CORPUS CHRISTI | ||||||||
| 100 NORTH SHORELINE | CORPUS CHRISTI | TX | 78401 | NONE | PC | FAMILY ART TIME | $2,000 | |
| TEXAS STATE AQUARIUM ASSOCIATION | ||||||||
| 2710 NORTH SHORELINE BOULEVARD | CORPUS CHRISTI | TX | 78402 | NONE | PC | DONATION | $5,000 | |
| CORPUS CHRISTI EDUCATION FOUNDATION | ||||||||
| PO BOX 2822 | CORPUS CHRISTI | TX | 78403 | NONE | PC | CCISD COMPREHENSIVE STEM/ROBOTICS PROGRAM | $3,000 | |
| CORPUS CHRISTI POLICE FOUNDATION | ||||||||
| PO BOX 803 | CORPUS CHRISTI | TX | 78403 | NONE | PC | K-9 PROGRAM, BASEBALL/SOFTBALL/CONCESSIONS AND BUILDING UPGRADES | $3,000 | |
| TEXAS STATE MUSEUM OF ASIAN CULTURES | ||||||||
| PO BOX 464 | CORPUS CHRISTI | TX | 78403 | NONE | PC | JOURNIGO IMMERSIVE TECHNOLOGY MOBILE APP | $3,500 | |
| YOUTH ODYSSEY INC | ||||||||
| PO BOX 331394 | CORPUS CHRISTI | TX | 78403 | NONE | PC | LEADERSHIP CAMPS | $5,000 | |
| GOOD SAMARITAN RESCUE MISSION | ||||||||
| PO BOX 65 | CORPUS CHRISTI | TX | 78403 | NONE | PC | GOOD SAM PROGRAMMING 2023 | $5,500 | |
| THE SALVATION ARMY CORPUS CHRISTI | ||||||||
| PO BOX 2507 | CORPUS CHRISTI | TX | 78403 | NONE | PC | SHELTER AND FOOD PANTRY | $7,000 | |
| MISSION OF MERCY INC | ||||||||
| 2421 AYERS STREET | CORPUS CHRISTI | TX | 78404 | NONE | PC | TECHNICAL/CAPITAL UPGRADES TO IMPROVE PATIENT CARE | $6,000 | |
| INCARNATE WORD ACADEMY | ||||||||
| 2920 SOUTH ALAMEDA | CORPUS CHRISTI | TX | 78404 | NONE | PC | 2022-2023 ANNUAL GIVING CAMPAIGN | $10,000 | |
| CASA OF NUECES COUNTY | ||||||||
| 2602 PRESCOTT STREET | CORPUS CHRISTI | TX | 78404 | NONE | PC | DONATIONS | $1,500 | |
| CHRISTUS SPOHN HEALTH SYSTEM DEVELOPMENT FOUNDATION | ||||||||
| 613 ELIZABETH SUITE 605 | CORPUS CHRISTI | TX | 78404 | NONE | PC | THE BEHAMANN BROTHERS FOUNDATION TRIAGE ROOM | $20,000 | |
| CORPUS CHRISTI HOPE HOUSE | ||||||||
| 658 ROBINSON STREET | CORPUS CHRISTI | TX | 78404 | NONE | PC | HOMELESS SHELTER AND SUPPORTIVE SERVICES | $5,500 | |
| CORPUS CHRISTI SAFE PLACE INC | ||||||||
| 1200 10TH STREET | CORPUS CHRISTI | TX | 78404 | NONE | PC | GENERAL SUPPORT/PROJECT SUPPORT | $3,000 | |
| SOUTH TEXAS LIGHTHOUSE FOR THE BLIND | ||||||||
| 4421 AGNES STREET | CORPUS CHRISTI | TX | 78405 | NONE | PC | TECHNOLOGY UPGRADES FOR THE BLIND AND VISUALLY IMPAIRED | $5,000 | |
| TEXAS A&M AGRILIFE RESEARCH | ||||||||
| 10345 HIGHWAY 44 | CORPUS CHRISTI | TX | 78406 | NONE | PC | CROP & LIVESTOCK ALTERNATIVES FOR THE COASTAL BEND REGION | $30,000 | |
| TEXAS A&M AGRILIFE EXTENSION SERVICE | ||||||||
| 10345 HIGHWAY 44 | CORPUS CHRISTI | TX | 78406 | NONE | PC | COASTAL BEND AG GRANT | $36,000 | |
| COASTAL BEND FOOD BANK | ||||||||
| 826 KRILL STREET | CORPUS CHRISTI | TX | 78408 | NONE | PC | DONATIONS | $2,000 | |
| CORPUS CHRISTI METRO MINISTRIES | ||||||||
| PO BOX 4899 | CORPUS CHRISTI | TX | 78408 | NONE | PC | TECHNOLOGY UPGRADE TO ENHANCE SAFETY & PERFORMANCE | $10,500 | |
| CATHOLIC CHARITIES OF CORPUS CHRISTI | ||||||||
| 615 OLIVER COURT | CORPUS CHRISTI | TX | 78408 | NONE | PC | PROGRAM SUPPORT | $500 | |
| RONALD MCDONLAD HOUSE CHARITIES OF SOUTH TEXAS | ||||||||
| 3402 FORT WORTH STREET | CORPUS CHRISTI | TX | 78411 | NONE | PC | PROJECT SUPPORT | $6,000 | |
| SOUTH TEXAS PUBLIC BROADCASTING SYSTEM | ||||||||
| 3205 SOUTH STAPLES | CORPUS CHRISTI | TX | 78411 | NONE | PC | CHALLENGE! ACADEMIC TOURNAMENT 2023-2024 SCHOOL YEAR | $5,000 | |
| PREGNANCY CENTER OF THE COASTAL BEND | ||||||||
| 47350 EVERHART ROAD | CORPUS CHRISTI | TX | 78411 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| AGAPE RANCH | ||||||||
| 5151 FLYNN PARKWAY SUITE 106 | CORPUS CHRISTI | TX | 78411 | NONE | PC | SUPPORTIVE PROGRAMMING FOR FOSTER FAMILIES AND AGING-OUT YOUTH | $2,000 | |
| YWCA | ||||||||
| 4601 CORONA DRIVE | CORPUS CHRISTI | TX | 78411 | NONE | PC | YW TEEN PROGRAM | $6,000 | |
| CORPUS CHRISTI AREA COUNCIL FOR THE DEAF DBA THE DEAF AND HARD OF HEARING | ||||||||
| 5151 MCARDLE ROAD | CORPUS CHRISTI | TX | 78411 | NONE | PC | SERVICES FOR CHILDREN, ADULTS, AND SENIORS WHO ARE DEAF AND HARD OF HEARING | $3,500 | |
| FAMILY COUNSELING SERVICE | ||||||||
| 3833 SOUTH STAPLES S203 | CORPUS CHRISTI | TX | 78411 | NONE | PC | TECHNOLOGY UPGRADES | $2,000 | |
| FOSTER ANGELS OF SOUTH TEXAS FOUNDATION | ||||||||
| 3758 DENVER AVENUE | CORPUS CHRISTI | TX | 78411 | NONE | PC | FOSTERING HOPE | $3,000 | |
| TEXAS A&M CORPUS CHRISTI FOUNDATION | ||||||||
| 6300 OCEAN DRIVE | CORPUS CHRISTI | TX | 78412 | NONE | PC | 2023-2024 ANNUAL SCHOLARSHIPS, BEHMANN BROTHERS FOUNDATION ENDOWED SCHOLARSHIP | $20,000 | |
| ST JOHN'S UNITED METHODIST CHURCH | ||||||||
| 5300 SOUTH ALAMEDA | CORPUS CHRISTI | TX | 78412 | NONE | PC | 2024 AUDIO-VISUAL UPGRADES | $2,000 | |
| THE SPIRIT CENTER | ||||||||
| 5201 LIPES BOULEVARD | CORPUS CHRISTI | TX | 78413 | NONE | PC | GENERAL SUPPORT | $500 | |
| CHILDREN'S ADVOCACY CENTER OF THE COASTAL BEND | ||||||||
| 5959 SOUTH STAPLES STREET SUITE 228 | CORPUS CHRISTI | TX | 78413 | NONE | PC | PREVENTING CHILD ABUSE: OUTREACH & EDUCATION | $5,000 | |
| SHARP SHOOTER FOTO | ||||||||
| 3030 CEDAR SPRINGS ROAD | CORPUS CHRISTI | TX | 78414 | NONE | PC | START-UP COSTS | $3,000 | |
| CALVARY CHAPEL COASTLANDS | ||||||||
| 3001 RODD FIELD ROAD | CORPUS CHRISTI | TX | 78414 | NONE | PC | DONATION | $5,000 | |
| KINGS CROSSING PRISON MINISTRIES | ||||||||
| 5901 YORKTOWN BOULEVARD | CORPUS CHRISTI | TX | 78414 | NONE | PC | "LITTLE ANGELS" | $5,500 | |
| HALO-FLIGHT INC | ||||||||
| 1843 FM 665 | CORPUS CHRISTI | TX | 78415 | NONE | PC | NO BARRIERS TO HEALTHCARE PROGRAM | $10,000 | |
| GULF COAST HUMANE SOCIETY | ||||||||
| 3118 CABANISS PKWY | CORPUS CHRISTI | TX | 78415 | NONE | PC | SPAY/NEUTER VOUCHERS | $2,000 | |
| COASTAL BEND WELLNESS FOUNDATION | ||||||||
| 2882 HOLLY ROAD | CORPUS CHRISTI | TX | 78415 | NONE | PC | BANQUETE ISD: IMPLEMENTATION YEAR 2 OF THE CEN P-20 MODEL | $5,000 | |
| CORPUS CHRISTI LITERACY COUNCIL | ||||||||
| 4404 GREENWOOD DRIVE | CORPUS CHRISTI | TX | 78416 | NONE | PC | LITERACY FOR CAREERS | $3,000 | |
| PEEWEE'S PET ADOPTION | ||||||||
| 1307 SARATOGA | CORPUS CHRISTI | TX | 78417 | NONE | PC | SPAY/NEUTER/TREAT 2023 | $5,000 | |
| TIMON'S MINISTRIES | ||||||||
| 10501 SOUTH PADRE ISLAND DRIVE | CORPUS CHRISTI | TX | 78418 | NONE | PC | MEDICAL FUNDING | $3,000 | |
| COSTAL BEND SMALL BREED RESCUE | ||||||||
| 2502 LAGUNA SHORES | CORPUS CHRISTI | TX | 78418 | NONE | PC | HURRICANE PROOF OUTDOOR COVERING FOR THE DOG SHELTERS | $2,000 | |
| NUECES COUNTY JUNIOR LIVESTOCK SHOW | ||||||||
| PO BOX 260968 | CORPUS CHRISTI | TX | 78426 | NONE | PC | 2X BUCKLE - CARCASS STEER RESERVE CHAMPION, 10 JACKETS - CARCASS STEER TOP TEN CARCASS EXHIBITORS, BUYER ID 3163 - BILL NUMBER 72 | $7,790 | |
| JE'SANI SMITH FOUNDATION | ||||||||
| PO BOX 271102 | CORPUS CHRISTI | TX | 78427 | NONE | PC | VIRTUAL REALITY SIMULATION OF RIP CURRENT EDUCATION | $1,000 | |
| SEA CITY WORK CAMP | ||||||||
| PO BOX 10449 | CORPUS CHRISTI | TX | 78460 | NONE | PC | SEA CITY WORK CAMP 2023 | $2,500 | |
| WOMEN'S SHELTER OF SOUTH TEXAS DBA THE PURPLE DOOR | ||||||||
| PO BOX 3368 | CORPUS CHRISTI | TX | 78463 | NONE | PC | DONATIONS | $4,500 | |
| EDUCATING CHILDREN'S FUTURE COMMUNITY CENTER | ||||||||
| PO BOX 5241 | CORPUS CHRISTI | TX | 78465 | NONE | PC | ECF AFTER-SCHOOL PROGRAM | $3,000 | |
| NEW LIFE FELLOWSHIP OF CORPUS CHRISTI | ||||||||
| PO BOX 5190 | CORPUS CHRISTI | TX | 78465 | NONE | PC | DONATION | $10,000 | |
| CORPUS CHRISTI CHORALE | ||||||||
| PO BOX 69542 | CORPUS CHRISTI | TX | 78466 | NONE | PC | SUPPORT FOR THE CORPUS CHRISTI CHORALE 2024-2025 SEASON | $2,000 | |
| HISPANIC WOMEN'S NETWORK OF TEXAS | ||||||||
| PO BOX 60977 | CORPUS CHRISTI | TX | 78466 | NONE | PC | PROFESSIONAL DEVELOPMENT/37TH HISPANIC WOMEN'S NETWORK OF TEXAS STATE CONFRENCE | $3,000 | |
| TENNIS SUCCESS | ||||||||
| PO BOX 71647 | CORPUS CHRISTI | TX | 78467 | NONE | PC | TENNIS SUCCESS GENERAL OPERATING EXPENSES | $3,000 | |
| WESLEY COMMUNITY CENTER | ||||||||
| PO BOX 7099 | CORPUS CHRISTI | TX | 78467 | NONE | PC | PROJECT SUPPORT | $5,000 | |
| NEW LIFE REFUGE MINISTRIES | ||||||||
| P O BOX 9157 | CORPUS CHRISTI | TX | 784699157 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| SOUTH TEXAS MISSION OF MERCY | ||||||||
| 498 MCALLISTER RD | BASTROP | TX | 78602 | NONE | PC | GRANT TO COVER INSURANCE COSTS | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $397,390 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $158,020 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $8,256 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $282,997 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $449,273 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $449,273 | 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 FEE | CategoryTxt |
| Amt | $15,645 | Amt |
| Net Investment Income | $11,660 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,985 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | RtRt |
|---|---|---|---|---|---|---|---|---|
| COMPUTER & PRINTER | 2019-03-20 | $1,586 | $1,496 | 200DB | 5.000000000000 | $90 | $0 | |
| LAND | 2014-06-30 | $131,419 | VAR | $0 | $0 | 0.000000000000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $7,587,399 | EOYBookValueAmt |
| EOYFMV | $9,303,864 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| COMPUTER & PRINTER | $1,586 | $1,586 | $0 | $1,586 |
| LAND | $131,419 | $0 | $131,419 | $131,419 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| OIL & GAS ROYALTIES | $228,500 | $228,500 |
| LESS ACCUMULATED DEPLETION | -$87,302 | -$87,302 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $98 | $98 | $0 |
| INTERNET | $1,366 | $136 | $0 |
| OFFICE SUPPLIES | $470 | $235 | $235 |
| PUBLIC NOTICE | $93 | $0 | $93 |
| PENALTIES & INTEREST | $14 | $14 | $0 |
| OTHER EXPENSES | $10 | $10 | $0 |
| INSURANCE EXPENSE | $2,848 | $2,848 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $1,785 | BOYBookValueAmt |
| EOY Book Value | $2,044 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER FEES | CategoryTxt |
| Amt | $4,342 | Amt |
| Net Investment Income | $4,342 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $2,762 | $2,071 | $690 |
| FOREIGN TAXES | $2,989 | $2,989 | $0 |
| EXCISE TAX | $34,950 | $34,950 | $0 |
| TAXES | $890 | $890 | $0 |