LOREASE & ED PRIESMEYER FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LOREASE & ED PRIESMEYER FOUNDATION INC (EIN 76-0307944)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202303199349110065
- 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
- Expln Of Non Filing With AG Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T21:53:58-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742123532 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CANDYCE F DIXON CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1106 AVENUE O | AddressLine1Txt |
| City | HUNTSVILLE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77340 | 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 | 760307944 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOREASE & ED PRIESMEYER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LORE | BusinessNameControlTxt |
| Phone | 9362917316 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1106 AVENUE O | AddressLine1Txt |
| City | HUNTSVILLE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77340 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CANDYCE F DIXON | PersonNm |
| Person Title | CEO/BOARD PRESIDENT | PersonTitleTxt |
| Phone | 9362917316 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CANDYCE | PersonFirstNm |
| Person Last | DIXON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | CANDYCE F DIXON | PreparerPersonNm |
| PTIN | P00953675 | PTIN |
| Phone | 9362917316 | PhoneNum |
| Preparation | 2023-11-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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) |
|---|---|---|
| Initial Return Former Pub Chrty | Yes (X) | InitialReturnFormerPubChrtyInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,999,656 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $25 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $25 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $8,766 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,766 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $8,766 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $4,243 | GrossRentsRevAndExpnssAmt |
| Gross Rents Adj Net Incm | $4,243 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $4,243 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $101,988 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $251,778 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $84,571 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $63,082 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $63,082 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $63,082 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $178,104 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $156,444 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $76,116 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $24,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $4,000 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $20,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,088 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Adj Net Incm | $349 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,739 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,304 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $4,304 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $7,785 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,785 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $7,785 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $5,934 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,934 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $5,934 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $2,207 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $2,207 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $2,207 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $2,337 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,151 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $2,337 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $84 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $48,655 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,077 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $26,916 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,823 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $190,295 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $190,295 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $238,950 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,077 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $26,916 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $212,118 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$60,846 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $139,367 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $49,200 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $65,727 | CashBOYAmt |
| Cash EOY | $3,352 | CashEOYAmt |
| Cash EOYFMV | $3,352 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,845 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $33,253 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $33,253 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $576,159 | CorporateStockBOYAmt |
| Corporate Stock EOY | $553,800 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $661,551 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $229,748 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $235,248 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $229,748 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $3,301,500 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $880,979 | TotalAssetsBOYAmt |
| Total Assets EOY | $820,153 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,999,656 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $110 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $110 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $880,979 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $820,043 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $880,979 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $820,043 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $880,979 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $820,153 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $880,979 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$60,846 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,207 | OtherIncreasesAmt |
| Subtotal | $822,340 | SubtotalAmt |
| Other Decreases | $2,297 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $820,043 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 10 ACRES REAL ESTATE | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 1999-12-31 | AcquiredDt |
| Sold | 2022-11-09 | SoldDt |
| Gross Sales Price | $89,985 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,529 | CostOrOtherBasisAmt |
| Gain Or Loss | $84,456 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $84,456 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $84,571 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,937 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,937 | SubtotalAmt |
| Tax Based On Investment Income | $1,937 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $1,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $73 | EsPenaltyAmt |
| Tax Due | $510 | TaxDueAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | false | 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 |
| Individual With Books | CANDYCE F DIXON | IndividualWithBooksNm |
| Phone | 9362917316 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1106 AVENUE O | AddressLine1Txt |
| City | HUNTSVILLE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 773404444 | 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 |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CANDYCE F DIXON | ||||||||
| 1106 AVENUE O | HUNTSVILLE | TX | 773404444 | CEO/BOARD PR | 000.00 | $24,000 | $0 | $0 |
| BILL HEFNER | ||||||||
| 7110 HIGHWAY 71 | GARWOOD | TX | 77442 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| PAMELA HUGGHINS | ||||||||
| 398 ELKINS LAKE | HUNTSVILLE | TX | 77340 | SECRETARY/TR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROVIDED RESOURCES TO RICE CISD: SCHOOL SUPPLIES FOR EVERY STUDENT GRADES K-5 WERE PURCHASED. REMOVED FINANCIAL BURDEN FROM PREDOMINANTLY LOW INCOME FAMILIES. FUNDS PROVIDED FOR DISTRICT TO PURCHASE CLASSROOM FURNITURE. | Description1Txt |
| Expenses1 | $81,000 | Expenses1Amt |
| Description2 | PROVIDED SCHOLARSHIP FUNDS TO SEVEN UNIVERSITIES AND FOUR COLLEGES TO FUND ATTENDANCE OF STUDENTS WHO GRADUATED FROM RICE CISD AS WELL AS SUBSIDIZE DUAL CREDIT COURSES FOR RICE CISD STUDENTS. | Description2Txt |
| Expenses2 | $109,295 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $698,073 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,555 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,351,500 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,093,128 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,093,128 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,397 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,031,731 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $201,587 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $201,587 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,937 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,937 | TotalTaxAmt |
| Distributable Before Adj | $199,650 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $199,650 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $199,650 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $212,118 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $212,118 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $199,650 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $189,499 | UndistributedIncomePYAmt |
| Qualifying Distributions | $212,118 | QualifyingDistributionsAmt |
| Applied To Year1 | $189,499 | AppliedToYear1Amt |
| Applied To Current Year | $22,619 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $177,031 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BLINN COLLEGE | |||||||
| 902 COLLEGE AVENUE | BRENHAM | TX | 77833 | 501(C)(3) | FUND SCHOLARSHIPS | $5,257 | |
| GALVESTON COLLEGE | |||||||
| 4015 AVENUE Q | GALVESTON | TX | 77550 | 501(C)(3) | FUND SCHOLARSHIPS | $1,274 | |
| GRAND CANYON UNIVERSITY | |||||||
| 3300 W CAMELBACK ROAD | PHOENIX | AZ | 85017 | 501(C)(3) | FUND SCHOLARSHIPS | $2,500 | |
| RICE CISD | |||||||
| PO DRAWER 338 | ALTAIR | TX | 77412 | 501(C)(3) | SUPPLIES, EQUIP, | $81,000 | |
| TEXAS A&M UNIVERSITY | |||||||
| PAVILION 2ND FLOOR | COLLEGE STATION | TX | 778431252 | 501(C)(3) | FUND SCHOLARSHIPS | $48,165 | |
| TEXAS LUTHERAN UNIVERSITY | |||||||
| 1000 W COURT ST | SEGUIN | TX | 78155 | 501(C)(3) | FUND SCHOLARSHIPS | $2,500 | |
| TEXAS STATE TECHNICAL COLLEGE | |||||||
| 3801 CAMPUS DRIVE | WACO | TX | 76633 | 501(C)(3) | FUND SCHOLARSHIPS | $7,500 | |
| TEXAS STATE UNIVERSITY | |||||||
| JC KELLUM BLDG SUITE 220 | SAN MARCOS | TX | 786664684 | 501(C)(3) | FUND SCHOLARSHIPS | $2,500 | 601 UNIVERSITY DRIVE |
| UNIVERSITY OF TEXAS | |||||||
| PO BOX 7758 UT STATION | AUSTIN | TX | 787137758 | 501(C)(3) | FUND SCHOLARSHIPS | $9,470 | OFFICE OF STUDENT FIN SVC |
| UNIVERSITY OF TEXAS SAN ANTONIO | |||||||
| 1 UTSA CIRCLE | SAN ANTONIO | TX | 78249 | 501(C)(3) | FUND SCHOLARSHIPS | $7,500 | |
| WCJC | |||||||
| 911 BOLING HIGHWAY | WHARTON | TX | 77488 | 501(C)(3) | FUND SCHOLARSHIPS | $22,629 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $190,295 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,766 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 111000 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,243 | UnrelatedBusinessTaxblIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $15,083 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $115 | ExclusionAmt |
| Related Or Exempt Function Incm | $101,873 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| PASTURE RENTAL | 16 | $40,685 |
| HUNTING LEASE | 16 | $7,314 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4,243 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $71,988 | ExclusionAmt |
| Related Or Exempt Function Incm | $101,873 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $178,104 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (6 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | USED TO FUND SCHOLARSHIPS |
| 4 | USED TO FUND SCHOLARSHIPS |
| 7 | USED TO FUND SCHOLARSHIPS |
| 8 | USED TO FUND SCHOLARSHIPS |
| 11B | USED TO FUND SCHOLARSHIPS |
| 11C | USED TO FUND SCHOLARSHIPS |
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 & TAX PREP | CategoryTxt |
| Amt | $4,304 | Amt |
| Adjusted Net Income | $4,304 | AdjustedNetIncomeAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE ATTORNEY GENERAL OF TEXAS DOES NOT ACCEPT FORM 990PF. IN LIEU, A QUESTIONNAIRE IS FILED AT LEAST EVERY FOUR YEARS. | ExplanationTxt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| FFIN TRUST DEPT | PURCHASE | 2022-12 | $55,082 | $55,304 | -$222 |
| FFIN TRUST DEPT | PURCHASE | 2022-12 | $106,596 | $88,957 | $17,639 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PORTFOLIO MANAGED BY TRUST CO | StockNm |
| EOY Book Value | $553,800 | EOYBookValueAmt |
| EOYFMV | $661,551 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LAND | CategoryOrItemTxt |
| Cost Or Other Basis | $229,748 | CostOrOtherBasisAmt |
| Book Value | $229,748 | BookValueAmt |
| EOYFMV | $3,301,500 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAXES | Desc |
| Amt | $2,297 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXPENSES | ||||
| FARM LIABILITY INSURANCE | $1,124 | $1,124 | $1,124 | |
| D&O INSURANCE | $1,102 | $1,102 | ||
| BANK CHARGES | $27 | $27 | $27 | |
| SUPPLIES | $84 | $84 | $84 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| UNRECAPTURED 1250 GAIN | $5 | $5 | $5 |
| OIL & GAS ROYALTIES | $15,078 | $15,078 | $15,078 |
| PASTURE RENTAL | $40,685 | $40,685 | $40,685 |
| HUNTING LEASE | $7,314 | $7,314 | $7,314 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PERCENTAGE DEPLETION | Desc |
| Amt | $2,207 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAX LIA | Desc |
| EOY Book Value | $110 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $7,785 | Amt |
| Net Investment Income | $7,785 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,785 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PROPERTY TAX | $4,759 | $4,759 | $4,759 |
| FOREIGN TAXES | $246 | $246 | $246 |
| PRODUCTION TAX | $929 | $929 | $929 |