BELLINGER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BELLINGER FOUNDATION (EIN 84-1756822)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349106353
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T14:34:16-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19026 RIDGEWOOD PKWY STE 400 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78259 | 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 | 841756822 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELLINGER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BELL | BusinessNameControlTxt |
| Phone | 2105251101 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19431 SETTLERS CRK | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78258 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GINA BELLINGER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2105251101 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GINA | PersonFirstNm |
| Person Last | BELLINGER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPHINE BEHREND | PreparerPersonNm |
| PTIN | P00715390 | PTIN |
| Phone | 2108286281 | PhoneNum |
| Preparation | 2023-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,144,553 | 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 | $176,739 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $200,064 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $200,064 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$80,117 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $872,474 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $296,686 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $200,064 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,415 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,707 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,707 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,125 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,063 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,063 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $21,158 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,158 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $780 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $780 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $199,311 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $199,311 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $230,789 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,708 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $204,081 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $207,234 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $207,234 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $438,023 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,708 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $411,315 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$141,337 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $173,356 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,097,000 | CashBOYAmt |
| Cash EOY | $1,769,483 | CashEOYAmt |
| Cash EOYFMV | $1,769,483 | CashEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,169,593 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,358,483 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $16,587 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $16,587 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,097,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,955,663 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,144,553 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $10,097,000 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,955,663 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,097,000 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,955,663 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,097,000 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,955,663 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,097,000 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$141,337 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,955,663 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,955,663 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $871,724 | $952,591 | -$80,867 | -$80,867 |
| CAPITAL GAIN DIVIDENDS | P | $750 | $750 | $750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$80,117 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,410 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,410 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,410 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $112 | EsPenaltyAmt |
| Overpayment | $2,478 | OverpaymentAmt |
| Applied To ES Tax | $2,478 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | GINA BELLINGER | IndividualWithBooksNm |
| Phone | 2105251101 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19431 SETTLERS CRK | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78258 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN W BELLINGER | ||||||||
| 19431 SETTLERS CREEK | SAN ANTONIO | TX | 78258 | PRESIDENT/DIRECTOR | 0.25 | $0 | $0 | $0 |
| GINA BELLINGER | ||||||||
| 19431 SETTLERS CREEK | SAN ANTONIO | TX | 78258 | SECRETARY/DIRECTOR | 0.25 | $0 | $0 | $0 |
| JOHN A BELLINGER | ||||||||
| 19431 SETTLERS CREEK | SAN ANTONIO | TX | 78258 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| LAUREN V BELLINGER | ||||||||
| 19431 SETTLERS CREEK | SAN ANTONIO | TX | 78258 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,049,031 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,489,625 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,538,656 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,538,656 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $143,080 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,395,576 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $469,779 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $469,779 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,410 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,410 | TotalTaxAmt |
| Distributable Before Adj | $467,369 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $467,369 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $467,369 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $411,315 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $411,315 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $467,369 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $22,620 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $411,315 | QualifyingDistributionsAmt |
| Applied To Year1 | $22,620 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $388,695 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $78,674 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN W BELLINGER | ContributingManagerNm |
| 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 RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN MEAT SCIENCE ASSOCIATION | |||||||
| 302 SOUTH PLATTE CLAY WAY | KEARNEY | MO | 64060 | NONE | PC | SCHOLARSHIPS | $500 |
| NATIONAL WESTERN ART FOUNDATION | |||||||
| 210 W MARKET ST | SAN ANTONIO | TX | 78205 | NONE | PC | SUPPORT BRISCOE MUSEUM | $8,520 |
| CHILDREN'S ASSOCIATION FOR MAXIMUM POTENTIAL | |||||||
| PO BOX 27086 | SAN ANTONIO | TX | 78227 | NONE | PC | SUPPORT PROGRAMS | $1,000 |
| LYNN COUNTY LIVESTOCK ASSOCIATION | |||||||
| 1705 9TH STREET | TAHOKA | TX | 79373 | NONE | PC | SUPPORT PROGRAMS | $500 |
| MD ANDERSON SERVICES CORPORATION | |||||||
| 7007 BERTNER AVE SUITE 103464 | HOUSTON | TX | 77030 | NONE | PC | SUPPORT PROGRAMS | $50,000 |
| NATIONAL FFA FOUNDATION | |||||||
| 6060 FFA DRIVE | INDIANAPOLIS | IN | 462781370 | NONE | PC | SUPPORT PROGRAMS | $500 |
| SAN ANTONIO LIVESTOCK EXPOSITION INC | |||||||
| 723 ATT CENTER PKWY | SAN ANTONIO | TX | 78219 | NONE | PC | SUPPORT PROGRAMS | $68,700 |
| SAN FERNANDO CATHEDRAL | |||||||
| 115 MAIN PLAZA | SAN ANTONIO | TX | 78205 | NONE | PC | SUPPORT PROGRAMS | $1,500 |
| TEXAS 4H YOUTH DEVELOPMENT FOUNDATION | |||||||
| PO BOX 23 | SABINAL | TX | 78881 | NONE | PC | SUPPORT PROGRAMS | $4,500 |
| TEXAS A&M RESEARCH FOUNDATION | |||||||
| 400 HARVEY MITCHELL PKWY S NO 300 | COLLEGE STATION | TX | 77845 | NONE | PC | SUPPORT PROGRAMS | $70,264 |
| TEXAS A&M FOUNDATION | |||||||
| 401 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 77840 | NONE | PC | SUPPORT PROGRAMS | $1,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $207,234 | 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 | $200,064 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$80,117 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $119,947 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $119,947 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (8 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| TEXIDA FAST FOODS INC | ||||||
| 1 | 27 MANDERLAY LANE | ORMOND BEACH | FL | 32174 | $30,000 | Yes (X) |
| KEN JORDAN | ||||||
| 2 | 19431 SETTLERS CRK | SAN ANTONIO | TX | 78258 | $28,242 | Yes (X) |
| GOLDEN STATE FOODS | ||||||
| 3 | 18301 VON KARMEN AVENUE | IRVINE | CA | 92612 | $25,000 | Yes (X) |
| RANZELL NICKELSON II | ||||||
| 4 | 19431 SETTLERS CRK | SAN ANTONIO | TX | 78258 | $10,000 | Yes (X) |
| SARAH SHAY | ||||||
| 5 | 19431 SETTLERS CRK | SAN ANTONIO | TX | 78258 | $10,000 | Yes (X) |
| TERRANCE ANIBABA | ||||||
| 6 | 19431 SETTLERS CRK | SAN ANTONIO | TX | 78258 | $9,999 | Yes (X) |
| CLAIRE KLEIN | ||||||
| 7 | 622 SISTERDALE RD | BOERNE | TX | 78006 | $10,000 | Yes (X) |
| DWAYNE PADALECKI | ||||||
| 8 | 2014 PITTMAN RD | ST HEDWIG | TX | 78152 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,125 | Amt |
| Net Investment Income | $2,063 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,063 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CALVERT SHORT DURATION INCOME FUND CL I N/L | $233,515 | $226,455 |
| DODGE & COX INCOME FUND CL I N/L | $661,060 | $607,724 |
| EATON VANCE FLOATING RATE FUND CL I N/L | $369,553 | $347,779 |
| MFS RESEARCH INTERNATIONAL FUND CL I N/L | $178,585 | $170,814 |
| METROPOLITAN WEST TOTAL RETURN BOND FUND CL I N/L | $1,322,721 | $1,179,669 |
| VANGUARD TOTAL BOND MARKET INDEX FUND ADMIRAL SHARES N/L | $2,087,967 | $1,900,032 |
| WESTERN ASSET CORE PLUS BOND FUND CL I N/L | $1,503,165 | $1,308,977 |
| ISHARES TR S&P 500 GRWT | $56,783 | $44,402 |
| ISHARES TR S&P 500 VAL ETF | $131,536 | $125,486 |
| ISHARES TR RUS MID CAP ETF | $422,303 | $377,180 |
| ISHARE TR CORE MSCI EAFE | $216,956 | $199,344 |
| VANGUARD INDEX FUNDS S&P 500 ETF | $985,449 | $870,621 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,415 | LegalFeesAmt |
| Net Investment Income | $2,707 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,707 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $16,587 | EOYBookValueAmt |
| EOYFMV | $16,587 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNDRAISING EVENTS | Desc |
| Revenue And Expenses Per Books | $199,311 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $199,311 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $21,158 | Amt |
| Net Investment Income | $21,158 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $780 | Amt |
| Net Investment Income | $780 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |