COCANOUGHER FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- COCANOUGHER FOUNDATION (EIN 20-2749032)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202223199349104722
- Schema version
- 2021v4.2
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T12:55:55-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461281344 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADMIRE SANFORD & LAUDERDALE PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3430 HILLDALE ROAD STE 100 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 761165414 | 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 | 202749032 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COCANOUGHER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COCA | BusinessNameControlTxt |
| Phone | 8175771131 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6851 NE LOOP 820 200 | AddressLine1Txt |
| City | NORTH RICHLAND HILLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 761806641 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL THIMOT | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8175771131 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CAROL | PersonFirstNm |
| Person Last | THIMOT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUSTIN M LAUDERDALE | PreparerPersonNm |
| PTIN | P01062142 | PTIN |
| Phone | 8177351840 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $4,020,735 | 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 | $964,800 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $75,187 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $75,187 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $800,136 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,354,161 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $800,136 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,840,123 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $875,323 | 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 |
| Other Prof Fees Rev And Expnss | $19,324 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,324 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $645 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $253 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,621 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,621 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,590 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,198 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $214,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $214,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $236,590 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,198 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $214,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,603,533 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $853,125 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,299 | CashBOYAmt |
| Cash EOY | $35,906 | CashEOYAmt |
| Cash EOYFMV | $35,906 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $617,516 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,317,921 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,317,921 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $565,601 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $591,933 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $560,874 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,281,723 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,372,531 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,772,491 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $334,570 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $484,873 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $333,543 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $636,078 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,835,709 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,439,242 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,020,735 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,835,709 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,439,242 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,835,709 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,439,242 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,835,709 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,439,242 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,835,709 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,603,533 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,439,242 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,439,242 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICALLY TRADED SECURITIES | $1,349,369 | $554,025 | $795,344 | $795,344 | |
| CAPITAL GAINS DIVIDENDS | $4,792 | $4,792 | $4,792 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $800,136 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,858 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,858 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,858 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $8 | EsPenaltyAmt |
| Tax Due | $11,866 | 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 | 0 | 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 | DANIEL COCANOUGHER | IndividualWithBooksNm |
| Phone | 8175771131 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6851 NE LOOP 820 200 | AddressLine1Txt |
| City | NORTH RICHLAND HILLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 761806641 | 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 (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DEANYA COCANOUGHER | ||||||||
| 6851 NE LOOP 820 SUITE 200 | NORTH RICHLAND HILLS | TX | 76108 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ROBERT COCANOUGHER SR | ||||||||
| 6851 NE LOOP 820 SUITE 200 | NORTH RICHLAND HILLS | TX | 76108 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| C DANIEL COCANOUGHER | ||||||||
| 6851 NE LOOP 820 SUITE 200 | NORTH RICHLAND HILLS | TX | 76108 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| NOLA COCANOUGHER | ||||||||
| 6851 NE LOOP 820 SUITE 200 | NORTH RICHLAND HILLS | TX | 76108 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JENNIFER COCANOUGHER-COOPER | ||||||||
| 6851 NE LOOP 820 SUITE 200 | NORTH RICHLAND HILLS | TX | 76108 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ROBERT COCANOUGHER JR | ||||||||
| 6851 NE LOOP 820 SUITE 200 | NORTH RICHLAND HILLS | TX | 76108 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DANIELLE COCANOUGHER | ||||||||
| 6851 NE LOOP 820 SUITE 200 | NORTH RICHLAND HILLS | TX | 76108 | CHAIRMAN | 0.00 | $0 | $0 | $0 |
| ELLEN COCANOUGHER | ||||||||
| 6851 NE LOOP 820 SUITE 200 | NORTH RICHLAND HILLS | TX | 76108 | DIRECTOR | 0.00 | $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 | $2,639,098 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $991,064 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,630,162 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,630,162 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,452 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,575,710 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $178,786 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $178,786 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,858 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,858 | TotalTaxAmt |
| Distributable Before Adj | $166,928 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $166,928 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $166,928 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $214,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $214,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $166,928 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $12,000 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $25,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $125,722 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $36,105 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $198,827 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $214,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $166,928 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $47,072 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $245,899 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $12,000 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $233,899 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $25,000 | ExcessFromYear3Amt |
| Excess From Year2 | $125,722 | ExcessFromYear2Amt |
| Excess From Year1 | $36,105 | ExcessFromYear1Amt |
| Excess From Current Year | $47,072 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BUCKNER INTERNATIONAL | ||||||
| 4830 SAMUELL BLVD | DECATUR | TX | 75201 | N/A | SOCIAL WELFARE | $10,000 |
| CASA OF WISE & JACK COUNTIES | ||||||
| 300 E PECAN STREET | DECATUR | TX | 76234 | N/A | SOCIAL WELFARE | $5,000 |
| DHS FOUNDATION | ||||||
| 415 INDIAN TRAIL | DECATUR | TX | 76234 | N/A | SUE JEAN COCANOUGHER SCHOLARSIP | $15,000 |
| FEEDING WISE KIDS | ||||||
| PO BOX 534 | BRIDGEPORT | TX | 76426 | N/A | SOCIAL WELFARE | $5,000 |
| FIRST UNITED METHODIST CHURCH DECATUR TX | ||||||
| 104 S MILLER STREET | DECATUR | TX | 76234 | N/A | CHURCH | $5,000 |
| MHMR FOUNDATION | ||||||
| 3840 HULEN STREET NORTH TOWER | FORT WORTH | TX | 76107 | N/A | SOCIAL WELFARE | $5,000 |
| RAQUEL'S WINGS FOR LIFE | ||||||
| 351 AIRPORT ROAD SUITE 2 | DECATUR | TX | 76234 | N/A | TRANSPORTATION FOR CANCER PATIENTS | $5,000 |
| TRINITY HOPE | ||||||
| 2024 HUNTERS PLACE MT | JULIET | TN | 37122 | N/A | SOCIAL WELFARE | $20,000 |
| UNION GOSPEL MISSION OF TARRANT COUNTY | ||||||
| 1331 E LANCASTER AVE | FORT WORTH | TX | 76102 | N/A | SOCIAL WELFARE | $12,500 |
| UNITED WAY OF WISE COUNTY | ||||||
| 100 W MAIN STREET | DECATUR | TX | 76234 | N/A | HEALTH & EDUCATION - WISE COUNTY | $10,000 |
| UNT HEALTH SCIENCE CENTER | ||||||
| 3500 CAMP BOWIE BLVD | FORT WORTH | TX | 76107 | N/A | PEDIATRIC MOBIL UNIT | $5,000 |
| WEST TEXAS BOYS RANCH | ||||||
| 10223 BOYS RANCH ROAD | SAN ANGELO | TX | 76904 | N/A | YOUTH SOCIAL SERVICES | $10,000 |
| WISE AREA RELIEF MISSION | ||||||
| 300 N TRINITY | DECATUR | TX | 76234 | N/A | SOCIAL WELFARE | $50,000 |
| WISE COUNTY COMMITTE ON AGING | ||||||
| 300 N TRINITY | DECATUR | TX | 76234 | N/A | SOCIAL WELFARE | $10,000 |
| WISE HEALTH FOUNDATION | ||||||
| 609 MEDICAL CENTER DRIVE | DECATUR | TX | 76234 | N/A | SUPPORT WISE HEALTH SYSTEM | $7,500 |
| THE AWARENESS PROJECT | ||||||
| 364 E PIPELINE ROAD | HURST | TX | 76053 | N/A | SOCIAL WELFARE | $5,000 |
| 6 STONES | ||||||
| 209 N INDUSTRIAL BLVD 241 | BEDFORD | TX | 76021 | N/A | SOCIAL WELFARE | $5,000 |
| THE FAMILY PLACE | ||||||
| 8915 HARRY HINES BLVD | DALLAS | TX | 76235 | N/A | SOCIAL WELFARE | $5,000 |
| SAFE HAVEN OF TARRANT COUNTY | ||||||
| 1010 N CENTER STREET | ARLINGTON | TX | 76011 | N/A | SOCIAL WELFARE | $5,000 |
| JUST KEEP LIVING FOUNDATION | ||||||
| 1107 GLENDON AVE 3501 | LOS ANGELES | CA | 90024 | N/A | MENTAL HEALTH | $10,000 |
| NORTH TEXAS FOOD BANK | ||||||
| 3677 MAPLESHADE LANE | PLANO | TX | 75075 | N/A | SOCIAL WELFARE | $1,000 |
| ECHO | ||||||
| 7205 OLD KEENE MILL ROAD | SPRINGFIELD ROAD | VA | 22150 | N/A | SOCIAL WELFARE | $1,000 |
| FEEDING TEXAS | ||||||
| 1524 S I-35 FRONTAGE ROAD 342 | AUSTIN | TX | 78704 | N/A | SOCIAL WELFARE | $1,000 |
| HOUSTON FOOD BANK | ||||||
| 525 PORTWALL STREET | HOUSTON | TX | 77029 | N/A | SOCIAL WELFARE | $1,000 |
| THE BRIDGE HOMELESS RECOVERY CENTER | ||||||
| 1818 CORSICANA STREET | DALLAS | TX | 75201 | N/A | SOCIAL WELFARE | $1,000 |
| FAMILY ELDERCARE | ||||||
| 1700 RUTHERFORD LANE | AUSTIN | TX | 78754 | N/A | SOCIAL WELFARE | $1,000 |
| FOOD BANK OF THE RIO GRANDE VALLEY | ||||||
| 724 N CAGE BLVD | PHARR | TX | 78577 | N/A | SOCIAL WELFARE | $1,000 |
| CORAZON MINISTRIES | ||||||
| 230 E TRAVIS STREET | SAN ANTONIO | TX | 78205 | N/A | SOCIAL WELFARE | $1,000 |
| CENTRAL TEXAS FOOD BANK | ||||||
| 6500 METROPOLIS DRIVE | AUSTIN | TX | 78744 | N/A | SOCIAL WELFARE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $214,000 | 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 | $75,187 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $800,136 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $875,323 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $875,323 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| DANIELLE M COCANOUGHER | |||||||
| 1 | 6851 NE LOOP 820 SUITE 200 | NORTH RICHLAND HILLS | TX | 761086641 | $457,920 | Yes (X) | Yes (X) |
| DMC ASSET LTD | |||||||
| 2 | 6851 NE LOOP 820 SUITE 200 | NORTH RICHLAND HILLS | TX | 761086641 | $253,440 | Yes (X) | |
| EJC ASSET LTD | |||||||
| 3 | 6851 NE LOOP 820 SUITE 200 | NORTH RICHLAND HILLS | TX | 761086641 | $253,440 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 477,500 SHS CARRIZO OIL & GAS | $457,920 | 2021-05-18 |
| 2 | 264,00 SHS CARRIZO OIL & GAS | $253,440 | 2002-05-18 |
| 3 | 264,500 SHS CARRIZO OIL & GAS | $253,440 | 2021-05-18 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SCHWAB #0186 - EQUITIES | $574,900 | $746,686 |
| SCHWAB #4451 - EQUITIES | $97,364 | $116,497 |
| SCHWAB #4630 - EQUITIES | $593,128 | $761,838 |
| SCHWAB #8368 - EQUITIES | $107,139 | $147,470 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $591,933 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $560,874 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ENERGY INDEX FUND ADMIRAL | AT COST | $309,575 | $230,243 |
| SCHWAB #5966 - FIXED INCOME | AT COST | $175,298 | $103,300 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN FROM EQUITY DONATION | Desc |
| EOY Book Value | $636,078 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PASSIVE PARTNERSHIP LOSS | $2,391 | $2,391 | $0 |
| ACCRUED INTEREST PAID | $230 | $230 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $19,324 | Amt |
| Net Investment Income | $19,324 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $392 | $0 | $0 |
| FOREIGN TAX | $253 | $253 | $0 |