PARIS LEGACY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PARIS LEGACY FOUNDATION INC (EIN 75-2198726)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202233199349110043
- Schema version
- 2021v4.1
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T17:39:23-08:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 750946514 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | McClanahan and Holmes LLP CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 228 Sixth Street SE | AddressLine1Txt |
| City | Paris | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75460 | 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 | 752198726 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARIS LEGACY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PARI | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1815 | AddressLine1Txt |
| City | PARIS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75461 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE STRUVE | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GEORGE | PersonFirstNm |
| Person Last | STRUVE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGE STRUVE | PreparerPersonNm |
| PTIN | P00040981 | PTIN |
| Phone | 9037844316 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $9,412,704 | 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 | $23 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $23 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $227,832 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $227,832 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $227,832 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $668,728 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,224,309 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $668,728 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,348 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,348 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $897,931 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $897,931 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $227,855 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,466 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,466 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $85,980 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $85,064 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $916 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $95,446 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $91,530 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,916 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $380,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $380,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $475,446 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $91,530 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $383,916 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $422,485 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $806,401 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $227,855 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $484,288 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $481,860 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $481,860 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $8,027 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,360 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,360 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $346,636 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $405,820 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $425,187 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,113,063 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,499,284 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,126,531 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $369,575 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $352,750 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $368,866 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,900 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,900 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,900 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,327,489 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,749,974 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,412,704 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $7,327,489 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,749,974 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,327,489 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,749,974 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,327,489 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,749,974 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,327,489 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $422,485 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,749,974 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,749,974 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| LONG-TERM CAPITAL GAIN DISTRIBUTIONS | P | 2014-01-01 | 2021-12-31 | $5,692 | $5,692 | $5,692 | |
| PUBLICLY TRADED SECURITIES | P | 2014-01-01 | 2021-12-31 | $2,218,617 | $663,036 | $663,036 | $1,555,581 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $668,728 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,209 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,209 | SubtotalAmt |
| Tax Based On Investment Income | $11,209 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,360 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,360 | TotalPaymentsAndCreditsAmt |
| Tax Due | $6,849 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE STRUVE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9037844316 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 228 SE SIXTH ST | AddressLine1Txt |
| City | PARIS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75460 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ASHLEY LASSITER | ||||||
| 2350 WILDWOOD LANE | PARIS | TX | 75462 | Trustee | 0.00 | $0 |
| BRAD HUTCHISON | ||||||
| 38 1ST NW | PARIS | TX | 75460 | Trustee | 0.00 | $0 |
| E SIMS NORMENT | ||||||
| 790 N COLLEGIATE DR | PARIS | TX | 75460 | Chairman | 0.00 | $0 |
| PHILIP CECIL | ||||||
| PO BOX 919 | PARIS | TX | 75461 | Trustee | 0.00 | $0 |
| BARBARA WILSON | ||||||
| 3110 STACY LANE | PARIS | TX | 75460 | Trustee | 0.00 | $0 |
| CARL CECIL | ||||||
| PO BOX 919 | PARIS | TX | 75460 | Secretary | 0.00 | $0 |
| RICHARD AMIS | ||||||
| PO BOX 370 | PARIS | TX | 75460 | Trustee | 0.00 | $0 |
| DONALD LEWIS | ||||||
| 337 AMHERST RD | PARIS | TX | 75462 | Trustee | 0.00 | $0 |
| GEORGE STRUVE | ||||||
| 228 6TH SE | PARIS | TX | 75460 | Treasurer | 0.00 | $0 |
| BOBBY WALTERS | ||||||
| 445 LAUREL LANE | PARIS | TX | 75460 | Trustee | 0.00 | $0 |
| G BERT STROM MD | ||||||
| 4025 HOLBROOK | PARIS | TX | 75462 | Trustee | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,336,927 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $558,473 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,895,400 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $8,895,400 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $133,431 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,761,969 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $438,098 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $438,098 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,209 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,209 | TotalTaxAmt |
| Distributable Before Adj | $426,889 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $426,889 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $426,889 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $383,916 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $383,916 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $426,889 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $6,815 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $1,476 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,291 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $383,916 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $383,916 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $8,291 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $8,291 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $34,682 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | E SIMS NORMENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1815 | AddressLine1Txt |
| City | PARIS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75461 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9037844316 | RecipientPhoneNum |
| Form And Info And Materials | INFORMATIONAL LETTER INCLUDING PURPOSE OF ORGANIZATION, AMOUNT REQUESTED AND OTHER PERTINENT DETAILS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GENERALLY LIMITED TO 503(c)(3)ORGANIZATIONS BENEFITTING THE GENERAL HEALTH OF THE COMMUNITY OF LAMAR COUNTY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE KINGS DAUGHTERS | |||||||
| 120 E KAUFMAN | PARIS | TX | 75460 | NONE | N/A | MEDICAL ASSISTANCE | $130,000 |
| CO-MINISTRY | |||||||
| 437 CLARKSVILLE ST | PARIS | TX | 75460 | NONE | N/A | MEDICAL ASSISTANCE | $30,000 |
| PARIS-LAMAR COUNTY HEALTH DEPT | |||||||
| 740 SW 6TH ST | PARIS | TX | 75460 | NONE | N/A | HEALTH SERVICE PROVIDER | $55,000 |
| PARIS JR COLLEGE-NURSING SCHOOL | |||||||
| 2400 CLARKSVILLE ST | PARIS | TX | 75460 | NONE | N/A | NURSING SCHOOL LAB SUPPORT | $90,000 |
| DOWNTOWN FOOD PANTRY | |||||||
| 124 W CHERRY ST | PARIS | TX | 75460 | NONE | N/A | FOOD PURCHASE ASSISTANCE | $45,000 |
| LAMAR COUNTY HUMAN RESOURCES | |||||||
| 1273 19TH NW | PARIS | TX | 75460 | NONE | N/A | MEAL SERVICES | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $380,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $227,832 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $668,728 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OIL ROYALTIES | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $1,348 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $897,931 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $897,931 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MERRILL LYNCH FUND 540-04153 | BondNm |
| EOY Book Value | $352,750 | EOYBookValueAmt |
| EOYFMV | $368,866 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH FUND 540-07036 | $238,977 | $428,932 |
| MERRILL LYNCH FUND 542-04154 | $5,574,915 | $7,045,047 |
| MERRILL LYNCH FUND 540-04153 | $685,392 | $652,552 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $405,820 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $425,187 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ADMINISTRATIVE FEE | $750 | $750 | |
| LIABILITY INSURANCE | $1,199 | $1,199 | |
| MANAGEMENT FEES | $83,865 | $83,865 | |
| P.O. BOX RENTAL | $166 | $166 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OIL ROYALTIES | Desc |
| Revenue And Expenses Per Books | $1,348 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,348 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| AD VALOREM TAXES | $166 | $166 |
| FOREIGN TAXES WITHHELD | $1,962 | $1,962 |
| TAX ON INVESTMENT INCOME | $4,338 | $4,338 |