LAVERNE AND THOMAS HOWELL FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LAVERNE AND THOMAS HOWELL FOUNDATION (EIN 46-0501821)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-05
- IRS object ID
- 202211259349101116
- Schema version
- 2021v4.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-05T15:48:36-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742727608 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWANK SALCH & HENDERSON PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 802 N CARANCAHUA SUITE 1100 | AddressLine1Txt |
| City | CORPUS CHRISTI | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 784010053 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460501821 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAVERNE & THOMAS HOWELL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAVE | BusinessNameControlTxt |
| Phone | 3618822272 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 802 N CARANCAHUA STE 1500 | AddressLine1Txt |
| City | CORPUS CHRISTI | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTIN C DAVIS | PersonNm |
| Person Title | MANAGING DIRECTOR | PersonTitleTxt |
| Phone | 3618822272 | PhoneNum |
| Signature | 2022-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARTIN | PersonFirstNm |
| Person Last | DAVIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINE SALCH | PreparerPersonNm |
| PTIN | P00188210 | PTIN |
| Phone | 3618838151 | PhoneNum |
| Preparation | 2022-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,286,594 | 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 | $316,911 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $316,911 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,251,917 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,277,476 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,251,917 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $20,264 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $20,264 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,589,092 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,589,092 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $105,280 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $26,320 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $78,960 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $500 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,500 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,000 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $74,404 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $74,404 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $24,108 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,237 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $931 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $233 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $698 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,348 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,936 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,413 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $216,071 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $111,630 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $82,571 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $683,658 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $683,658 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $899,729 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $111,630 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $766,229 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $689,363 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,477,462 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,898 | CashBOYAmt |
| Cash EOY | $18,991 | CashEOYAmt |
| Cash EOYFMV | $18,991 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $443,328 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $899,968 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $899,968 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $15,588 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $21,871 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $21,871 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $7,853,947 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,778,327 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,075,684 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,015,759 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,306,726 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,239,663 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $21,505 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,505 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $14 | OtherAssetsBOYAmt |
| Other Assets EOY | $14 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $30,417 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,336,534 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,025,897 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,286,594 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $13,336,534 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $14,025,897 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,336,534 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,025,897 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,336,534 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,025,897 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,336,534 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $689,363 | ExcessRevenueOverExpensesAmt |
| Subtotal | $14,025,897 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,025,897 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,888,161 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,025,559 | CostOrOtherBasisAmt |
| Gain Or Loss | $862,602 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $862,602 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,251,917 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,537 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $20,537 | SubtotalAmt |
| Tax Based On Investment Income | $20,537 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,871 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $21,871 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,334 | OverpaymentAmt |
| Applied To ES Tax | $1,334 | AppliedToESTaxAmt |
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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.HOWELLFOUNDATIONTX.ORG/PUBLIC/ | WebsiteAddressTxt |
| Individual With Books | MARTIN C DAVIS | IndividualWithBooksNm |
| Phone | 3618822272 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 802 N CARANCAHUA STE 1500 | AddressLine1Txt |
| City | CORPUS CHRISTI | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78401 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| MARTIN C DAVIS | ||||||||
| 802 N CARANCAHUA STE 1500 | CORPUS CHRISTI | TX | 78401 | MANAGING DIR | 8.00 | $50,000 | $0 | $0 |
| GARY B PEARCE | ||||||||
| 5151 FLYNN PARKWAY | CORPUS CHRISTI | TX | 78411 | DIRECTOR | 4.00 | $7,280 | $0 | $0 |
| SANDRA L GARRISON | ||||||||
| 161 HERON OAKS | ROCKPORT | TX | 78382 | MANAGING DIR | 8.00 | $48,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FROST BANK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 S SHORELINE | AddressLine1Txt |
| City | CORPUS CHRISTI | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT FEES | ServiceTypeTxt |
| Compensation | $74,404 | CompensationAmt |
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 | $18,116,996 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $549,629 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $57,932 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,724,557 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $18,724,557 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $280,868 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,443,689 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $922,184 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $922,184 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,537 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,537 | TotalTaxAmt |
| Distributable Before Adj | $901,647 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $901,647 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $901,647 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $766,229 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $766,229 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $901,647 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $683,658 | UndistributedIncomePYAmt |
| Qualifying Distributions | $766,229 | QualifyingDistributionsAmt |
| Applied To Year1 | $683,658 | AppliedToYear1Amt |
| Applied To Current Year | $82,571 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $819,076 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||||
| 210 S CARANCAHUA STE 301 | CORPUS CHRISTI | TX | 78401 | UNRELATED | PC | OPERATING EXPENSES | $30,000 | |
| CASA OF THE COASTAL BEND | ||||||||
| 2602 PRESCOTT ST | CORPUS CHRISTI | TX | 78410 | UNRELATED | PC | OPERATING EXPENSES | $10,000 | |
| COASTAL BEND COMMUNITY FOUNDATION | ||||||||
| 555 N CARANCAHUA STE 900 | CORPUS CHRISTI | TX | 78401 | UNRELATED | PC | COASTAL BEND DAY OF GIVING | $50,000 | |
| COASTAL BEND FOOD BANK | ||||||||
| 826 KRILL ST | CORPUS CHRISTI | TX | 78408 | UNRELATED | PC | OPERATING EXPENSES | $34,658 | |
| COASTAL BEND REGION | ||||||||
| 500 N SHORELINE BLVD 203 | CORPUS CHRISTI | TX | 78401 | UNRELATED | PC | COMMUNITY OUTREACH | $10,000 | |
| CORPUS CHRISTI HOPE HOUSE INC | ||||||||
| 3226 REID DR | CORPUS CHRISTI | TX | 78404 | NONE | PC | SHELTER AND SUPPORT | $15,000 | |
| CORPUS CHRISTI METRO MINISTRIES | ||||||||
| PO BOX 4899 | CORPUS CHRISTI | TX | 78469 | UNRELATED | PC | OPERATING EXPENSES | $35,000 | |
| CORPUS CHRISTI SYMPHONY ORCHESTRA | ||||||||
| 555 N CARANCAHUASTE 410 | CORPUS CHRISTI | TX | 78401 | UNRELATED | PC | OPERATING EXPENSES | $15,000 | |
| FIRST UNITED METHODIST CHURCH OF CC | ||||||||
| PO BOX 1838 | CORPUS CHRISTI | TX | 78401 | NONE | PC | REPAIRS & MAINTENANCE | $251,000 | |
| GOOD SAMARITAN COMMUNITY SERVICES | ||||||||
| 1600 SATILLO ST | SAN ANTONIO | TX | 78207 | UNRELATED | PC | HOMELESS SHELTER | $44,000 | |
| JUST SAY YES | ||||||||
| 5999 SUMMERSIDE DR STE100 | DALLAS | TX | 75252 | UNRELATED | PC | ANTI-BULLYING PROGRAMS | $10,000 | |
| MARY MCLEOD-BETHUNE | ||||||||
| 271 HEDGES ST | MANSFIELD | OH | 44902 | UNRELATED | PC | HOMELESS CHILDREN | $10,000 | INTERVENTION & ENRICHMENT CENTER |
| METHODIST CHILDREN'S HOME | ||||||||
| 5350 S STAPLES | CORPUS CHRISTI | TX | 78411 | NONE | PC | CORPUS CHRISTI OPERATIONS | $15,000 | |
| PREGNANCY CENTER OF COASTAL BEND | ||||||||
| 4730 EVERHART RD | CORPUS CHRISTI | TX | 78411 | NONE | PC | MEDICAL AND EDUCATION SUPPORT | $10,000 | |
| SALVATION ARMY | ||||||||
| 1804 BUFORD ST | CORPUS CHRISTI | TX | 78404 | UNRELATED | PC | GENERAL SUPPORT | $15,000 | |
| SAN AUGUSTINE FIRST UNITED | ||||||||
| 205 SOUTH LIBERTY ST | SAN AUGUSTINE | TX | 75792 | UNRELATED | PC | GENERAL SUPPORT | $30,000 | METHODIST |
| ST JAMES EPISCOPAL SCHOOL | ||||||||
| 602 S CARANCAHUA ST | CORPUS CHRISTI | TX | 78401 | UNRELATED | PC | SCHOLARSHIPS | $15,000 | |
| TENNIS SUCCESS INC | ||||||||
| PO BOX 71647 | CORPUS CHRISTI | TX | 78467 | UNRELATED | PC | GENERAL SUPPORT | $19,000 | |
| TEXAS A&M CORPUS CHRISTI | ||||||||
| 6300 OCEAN DRIVE | CORPUS CHRISTI | TX | 78412 | UNRELATED | PC | NURSING SCHOLARSHIPS | $40,000 | |
| TIMON'S MINISTRIES | ||||||||
| 10501 SOUTH PADRE ISLAND | CORPUS CHRISTI | TX | 78480 | UNRELATED | PC | OPERATING EXPENSES | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $683,658 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $316,911 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $20,259 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,251,917 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,589,092 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,589,092 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SWANK, SALCH & HENDERSON | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $3,000 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt |
|---|---|---|---|---|---|
| FURNITURE | 2003-02-04 | $961 | $961 | S/L | 7.0000 |
| COMPUTER | 2003-02-04 | $2,438 | $2,438 | S/L | 7.0000 |
| COMPUTER FURNITURE | 2003-04-14 | $1,759 | $1,759 | S/L | 7.0000 |
| COMPUTER WIRING | 2003-04-24 | $203 | $203 | S/L | 7.0000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VARIOUS MUTUAL FUNDS | BondNm |
| EOY Book Value | $5,306,726 | EOYBookValueAmt |
| EOYFMV | $5,239,663 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS MUTUAL FUNDS | StockNm |
| EOY Book Value | $7,778,327 | EOYBookValueAmt |
| EOYFMV | $13,075,684 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $21,505 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $21,505 | AccumulatedDepreciationAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $2,000 | LegalFeesAmt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MINERAL/ROYALTY INTEREST | Desc |
| BOY Book Value | $14 | BOYBookValueAmt |
| EOY Book Value | $14 | EOYBookValueAmt |
| EOYFMV | $30,417 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| DUES & SUBSCRIPTIONS | $780 | $195 | $585 |
| INSURANCE | $750 | $188 | $563 |
| OFFICE SUPPLIES | $353 | $88 | $265 |
| ROYALTY EXPENSES | $4,465 | $4,465 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| VARIOUS ROYALTIES | $20,259 | $20,259 |
| OTHER INCOME | $5 | $5 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $74,404 | Amt |
| Net Investment Income | $74,404 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $2,237 | $2,237 |
| EXCISE TAX | $21,871 |