VANDAL AND WINIFRED MERCER TEXAS A & M EDUCATIONAL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- VANDAL AND WINIFRED MERCER TEXAS A & M EDUCATIONAL FOUNDATION (EIN 76-0472391)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-06
- IRS object ID
- 202531269349102333
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-06T12:06:59-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760448495 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAM LANGSTON & BREZINA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 MARKET ST STE 400 | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77550 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760472391 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE VANDAL & WINIFRED MERCER TEXAS | BusinessNameLine1Txt |
| Business Name Line2 | A & M EDUCATIONAL FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MERC | BusinessNameControlTxt |
| Phone | 4097707165 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FROST BANK 2201 MARKET 3RD FL | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77550 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDSAY GLOVER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4097707165 | PhoneNum |
| Signature | 2025-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN R MC KENNA JR | PreparerPersonNm |
| PTIN | P00618649 | PTIN |
| Phone | 4097659311 | PhoneNum |
| Preparation | 2025-04-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $2,561,725 | 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 | $5,707 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,707 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $5,707 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $55,291 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,291 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $55,291 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $128,635 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $421,877 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $128,635 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,100 | NetSTCapitalGainAdjNetIncmAmt |
| Incm Modifications Adj Net Incm | $84,805 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | $11,472 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11,472 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $11,472 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $201,105 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $201,105 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $158,375 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $61,624 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,734 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $7,734 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $47,204 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $800 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $6 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,969 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,409 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $2,109 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $67,199 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,949 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $10,649 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $48,004 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $107,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $107,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $174,699 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,949 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $10,649 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $155,504 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $26,406 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $190,156 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $147,726 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $171 | CashBOYAmt |
| Cash EOY | $265 | CashEOYAmt |
| Cash EOYFMV | $265 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $111,707 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $168,855 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $168,855 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,004 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,385 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,004 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,004 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $880 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,560 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,560 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $1,864,790 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,918,477 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,334,092 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $4 | OtherAssetsBOYAmt |
| Other Assets EOY | $4 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $54,949 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,979,937 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,091,165 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,561,725 | 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 | $1,979,937 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,091,165 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,979,937 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,091,165 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,979,937 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,091,165 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,979,937 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $26,406 | ExcessRevenueOverExpensesAmt |
| Other Increases | $84,822 | OtherIncreasesAmt |
| Subtotal | $2,091,165 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,091,165 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 116.572 SH ARTISAN HIGH INCOME FD | 2021-03-09 | 2024-09-06 | $1,060 | $1,183 | -$123 | -$123 | |
| 1809.977 SH BAIRD AGGREGATE BOND FD | 2023-04-13 | 2024-04-10 | $17,267 | $17,864 | -$597 | -$597 | |
| 2608.673 SH BAIRD AGGREGATE BOND FD | 2023-04-13 | 2024-06-21 | $25,435 | $25,746 | -$311 | -$311 | |
| 359.029 SH COHEN & STEERS INSTL REALTY FD | 2024-04-10 | $15,747 | $15,193 | $554 | $554 | ||
| 1459.582 SH COHEN & STEERS INSTL REALTY FD | 2024-04-10 | $64,017 | $63,583 | $434 | $434 | ||
| 110.824 SH FIDELITY EMERG MKTS INDEX FD | 2024-04-10 | $1,148 | $1,080 | $68 | $68 | ||
| 3733.568 SH FIDELITY EMERG MKTS INDEX FD | 2024-04-10 | $38,680 | $40,766 | -$2,086 | -$2,086 | ||
| 5382.188 SH FROST LOW DURATION BOND FD | 2024-09-06 | $53,660 | $52,585 | $1,075 | $1,075 | ||
| 6174.833 SH FROST LOW DURATION BOND FD | 2024-09-06 | $61,563 | $63,399 | -$1,836 | -$1,836 | ||
| 365.072 SH VICTORY SMALL CO OPP FD | 2020-04-22 | 2024-04-10 | $17,553 | $11,843 | $5,710 | $5,710 | |
| CAPITAL GAINS DIVIDENDS | $125,747 | $125,747 | $125,747 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $128,635 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,100 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,643 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,643 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,643 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,560 | 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 | $1,560 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,083 | TaxDueAmt |
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 | Yes (1) | 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 | FROST BANK TRUST DEPT | IndividualWithBooksNm |
| Phone | 4097707158 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2201 MARKET ST 3RD FLOOR | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77550 | 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 (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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| FROST BANK | |||||||||
| 2201 MARKET STREET 3RD FLOOR | GALVESTON | TX | 77550 | TRUSTEE | 4.00 | $61,624 | $0 | $0 | |
| MELISSA HERNANDEZ | |||||||||
| FROST BANK 2201 MARKET 3RD FLOOR | GALVESTON | TX | 77550 | ADVISORY COMMITTEE | 0.00 | $0 | $0 | $0 | |
| EDWIN CUSTODIO | |||||||||
| FROST BANK 1700 POST OAK BLVD STE | HOUSTON | TX | 77056 | ADVISORY COMMITTEE | 0.00 | $0 | $0 | $0 | 400 |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROVIDES INTEREST-FREE LOANS TO NEEDY/WORTHY STUDENTS WHO ARE TEXAS RESIDENTS AND GRADUATES OF TEXAS HIGH SCHOOLS AND WHO ATTEND TEXAS A&M UNIVERSITY | Description1Txt |
| Expenses1 | $155,504 | Expenses1Amt |
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 | $2,361,340 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $115,010 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $58,513 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,534,863 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,534,863 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,023 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,496,840 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $124,842 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $155,504 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $155,504 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $124,842 | CurrentYearAmt |
| Year1 | $107,799 | Year1Amt |
| Year2 | $110,344 | Year2Amt |
| Year3 | $115,164 | Year3Amt |
| Total | $458,149 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $106,116 | CurrentYearAmt |
| Year1 | $91,629 | Year1Amt |
| Year2 | $93,792 | Year2Amt |
| Year3 | $97,889 | Year3Amt |
| Total | $389,427 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $155,504 | CurrentYearAmt |
| Year1 | $172,781 | Year1Amt |
| Year2 | $111,121 | Year2Amt |
| Year3 | $113,153 | Year3Amt |
| Total | $552,559 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $155,504 | CurrentYearAmt |
| Year1 | $172,781 | Year1Amt |
| Year2 | $111,121 | Year2Amt |
| Year3 | $113,153 | Year3Amt |
| Total | $552,559 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $83,228 | CurrentYearAmt |
| Year1 | $71,866 | Year1Amt |
| Year2 | $73,563 | Year2Amt |
| Year3 | $76,776 | Year3Amt |
| Total | $305,433 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FROST BANK TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8210 | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 775538210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4097705665 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT FROST BANK AT (409) 770-5665 FOR AN APPLICATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ACCEPTED JANUARY 1 THROUGH MARCH 31 OF EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | NEEDY/WORTHY STUDENTS, TEXAS RESIDENTS, GRADUATE OF TX HIGH SCHOOL, ATTEND TEXAS A & M UNIVERSITY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALICIA MARTINEZ | |||||||
| 5832 STERLING DR | COLLEYVILLE | TX | 76034 | NONE | N/A | EDUCATIONAL | $2,500 |
| ALLISON MADDEN | |||||||
| 160 MISTIC HOLLOW | BUDA | TX | 78610 | NONE | N/A | EDUCATIONAL | $2,500 |
| ASHER MUELLER | |||||||
| 5305 ANKARA CT | AUSTIN | TX | 78730 | NONE | N/A | EDUCATIONAL | $2,500 |
| COLLIN CARPENTER | |||||||
| 11162 FM 556 | PITTSBURG | TX | 75686 | NONE | N/A | EDUCATIONAL | $2,500 |
| COOPER WOODS | |||||||
| 4405 AMBERLEY PLACE | COLLEGE STATION | TX | 77845 | NONE | N/A | EDUCATIONAL | $2,500 |
| DIANA PONCE | |||||||
| 9518 HIGHEDGE DR | DALLAS | TX | 75238 | NONE | N/A | EDUCATIONAL | $2,500 |
| DIXON PONCE | |||||||
| 9518 HIGHEDGE DR | DALLAS | TX | 75238 | NONE | N/A | EDUCATIONAL | $2,500 |
| DYLAN EARL | |||||||
| 105 PECAN VISTA LN | GEORGETOWN | TX | 78626 | NONE | N/A | EDUCATIONAL | $2,500 |
| ELIZABETH WILLIAMS | |||||||
| 6850 DOGWOOD CLIFF LN | DICKINSON | TX | 77539 | NONE | N/A | EDUCATIONAL | $2,500 |
| GILLIAN CHILDS | |||||||
| 4033 OUTPOST TRACE | LAGO VISTA | TX | 78645 | NONE | N/A | EDUCATIONAL | $2,500 |
| HOPE DOTSON | |||||||
| 21722 PARK BROOK DR | KATY | TX | 77450 | NONE | N/A | EDUCATIONAL | $1,250 |
| JAKE PAUSTIAN | |||||||
| 425 SKYFOREST DR | HOLLYWOOD PARK | TX | 78232 | NONE | N/A | EDUCATIONAL | $2,500 |
| JAXON SINGLETON | |||||||
| 422 BAYRIDGE DR | MORGANS POINT | TX | 77571 | NONE | N/A | EDUCATIONAL | $1,250 |
| JONAS UM | |||||||
| 1830 SEA BREEZE CT | MISSOURI CITY | TX | 77459 | NONE | N/A | EDUCATIONAL | $2,500 |
| JORDAN MOORE | |||||||
| 6107 HARVEST TERRACE CT | SPRING | TX | 77379 | NONE | N/A | EDUCATIONAL | $2,500 |
| JOSHUA BARTLETT | |||||||
| 303 COMANCHE DR | GATESVILLE | TX | 76528 | NONE | N/A | EDUCATIONAL | $2,500 |
| KENDALL BEAL | |||||||
| 3446 FM 2674 RD | EL CAMPO | TX | 77437 | NONE | N/A | EDUCATIONAL | $2,500 |
| MORGAN GARIBALDI | |||||||
| 1858 BENT CREEK LN | LEAGUE CITY | TX | 77573 | NONE | N/A | EDUCATIONAL | $2,500 |
| PARKER FOSSETT | |||||||
| 606 DOGWOOD DR | LITTLE RIVER ACADEMY | TX | 76554 | NONE | N/A | EDUCATIONAL | $2,500 |
| SAMUEL PURCELL | |||||||
| 10609 NEWCROFT PLACE | HELOTES | TX | 78023 | NONE | N/A | EDUCATIONAL | $2,500 |
| STEPHEN BERG | |||||||
| 5201 REMINGTON PARK DR | FLOWER MOUND | TX | 75028 | NONE | N/A | EDUCATIONAL | $2,500 |
| STEVEN NIXON | |||||||
| 1129 ELLEN DR | DEER PARK | TX | 77536 | NONE | N/A | EDUCATIONAL | $2,500 |
| TURNER PROUT | |||||||
| 703 YALE DR | PFLUGERVILLE | TX | 78660 | NONE | N/A | EDUCATIONAL | $2,500 |
| WYATT LANIER | |||||||
| 366 WEDGEWOOD DR | MONTGOMERY | TX | 77356 | NONE | N/A | EDUCATIONAL | $2,500 |
| ZOE TAYLOR | |||||||
| 5031 BELLMEAD DR | MISSOURI CITY | TX | 77459 | NONE | N/A | EDUCATIONAL | $2,500 |
| ABIGAIL HENNING | |||||||
| 4510 FERN HILL | SAN ANTONIO | TX | 78259 | NONE | N/A | EDUCATIONAL | $2,500 |
| ABIGAIL PILLAR | |||||||
| 2609 BELUCHE DR | GALVESTON | TX | 77551 | NONE | N/A | EDUCATIONAL | $2,500 |
| ALEXANDRA KAHN | |||||||
| 5637 GREEN HOLLOW LANE | THE COLONY | TX | 75056 | NONE | N/A | EDUCATIONAL | $2,500 |
| ALLISON LUTZ | |||||||
| 1102 BELCLAIRE | SAN ANTONIO | TX | 78258 | NONE | N/A | EDUCATIONAL | $2,500 |
| ANNIE BARNES | |||||||
| 2912 AUBURN WOODS DR | PEARLAND | TX | 77581 | NONE | N/A | EDUCATIONAL | $2,500 |
| AVERY JOHNSON | |||||||
| 5922 WATERLILY PARK LN | FULSHEAR | TX | 77441 | NONE | N/A | EDUCATIONAL | $2,500 |
| AVERY TORRES | |||||||
| 610 LAUGHING GULL LN | TEXAS CITY | TX | 77590 | NONE | N/A | EDUCATIONAL | $2,500 |
| COOPER CHAMBLISS | |||||||
| 307 CANDLE STONE CT | COLLEGE STATION | TX | 77845 | NONE | N/A | EDUCATIONAL | $2,500 |
| ELLA NORTON | |||||||
| 5412 CROSSWATER DR | COLLEGE STATION | TX | 77845 | NONE | N/A | EDUCATIONAL | $2,500 |
| ERIN MADDEN | |||||||
| 160 MISTIC HOLLOW | BUDA | TX | 78610 | NONE | N/A | EDUCATIONAL | $2,500 |
| FAITH HOLZER | |||||||
| 1631 MORNING SHADOWS DR | SUGAR LAND | TX | 77479 | NONE | N/A | EDUCATIONAL | $2,500 |
| JULIA FREDERICK | |||||||
| 2904 AMBER HILL TRAIL | PEARLAND | TX | 77581 | NONE | N/A | EDUCATIONAL | $2,500 |
| KATE FITZGERALD | |||||||
| 11311 BLOSSOM LAKE CT | CYPRESS | TX | 77433 | NONE | N/A | EDUCATIONAL | $2,500 |
| KATHERINE CLARDY | |||||||
| 8461 NAVISOTA DR | LANTANA | TX | 76226 | NONE | N/A | EDUCATIONAL | $2,500 |
| LANDON HAMMERLE | |||||||
| 1601 BERWICK DR | MCKINNEY | TX | 75072 | NONE | N/A | EDUCATIONAL | $2,500 |
| MORGAN GRAY | |||||||
| 192 W MEADOWLARK DR | PORT LAVACA | TX | 77979 | NONE | N/A | EDUCATIONAL | $2,500 |
| RYLAN MARAK | |||||||
| 412 COUNTY ROAD 154 | HALLETTSVILLE | TX | 77964 | NONE | N/A | EDUCATIONAL | $2,500 |
| VARUN PATEL | |||||||
| 11018 HUNTING PATH CT | HOUSTON | TX | 77065 | NONE | N/A | EDUCATIONAL | $2,500 |
| WILLIAM RUSSO | |||||||
| 4608 PARK CT | BELLAIRE | TX | 77401 | NONE | N/A | EDUCATIONAL | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $107,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,707 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,291 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $11,472 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $128,635 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $201,105 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $201,105 | 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 | FORM 990 PF TAX PREP FEE | CategoryTxt |
| Amt | $1,600 | Amt |
| Net Investment Income | $800 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $800 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $800 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,918,477 | BookValueAmt |
| EOYFMV | $2,334,092 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MINERAL INTERESTS | Desc |
| BOY Book Value | $4 | BOYBookValueAmt |
| EOY Book Value | $4 | EOYBookValueAmt |
| EOYFMV | $54,949 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OIL & GAS ROYALTY INCOME | Desc |
| Revenue And Expenses Per Books | $11,472 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $11,472 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,472 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| REPAYMENTS OF STUDENT LOANS | $84,805 |
| BAIRD AGGREGATE BOND FD - COST BASIS ADJ | $17 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RENDITION FEE | CategoryTxt |
| Amt | $6 | Amt |
| Net Investment Income | $6 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX ON INVESTMENT INCOME | $1,560 | $0 | $0 | $0 |
| OIL & GAS PRODUCTION TAXES | $296 | $296 | $296 | $0 |
| OIL & GAS AD VALOREM TAXES | $438 | $438 | $438 | $0 |
| FOREIGN TAXES ON DIVIDENDS | $1,675 | $1,675 | $1,375 | $0 |