RAUL TIJERINA JR FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- RAUL TIJERINA JR FOUNDATION (EIN 33-1076963)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-14
- IRS object ID
- 202111659349100616
- Schema version
- 2020v4.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-14T11:38:52-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 331076963 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAUL TIJERINA JR FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O BORIS A HIDALGO | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAUL | BusinessNameControlTxt |
| Phone | 7136548111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6176 | AddressLine1Txt |
| City | KINGWOOD | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 773256176 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BORIS A HIDALGO | PersonNm |
| Person Title | CEO/BD CHAIR | PersonTitleTxt |
| Phone | 7136548111 | PhoneNum |
| Signature | 2021-06-14 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BORIS | PersonFirstNm |
| Person Last | HIDALGO | 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 | 2021-06-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $14,292,457 | 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 | $231,989 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $213,551 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,493 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,649,751 | GrossSalesPriceAmt |
| Incm Modifications Adj Net Incm | $9,776 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | $32,888 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $32,888 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $259,384 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $246,439 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $9,776 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $4,125 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,094 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,031 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $108,919 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $94,428 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $14,491 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,902 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,114 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $250 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $63 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $187 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,545 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,545 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $136,741 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $113,244 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,709 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $588,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $588,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $724,741 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $113,244 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $603,709 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$465,357 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $133,195 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,776 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$80,951 | CashBOYAmt |
| Cash EOY | $23,270 | CashEOYAmt |
| Cash EOYFMV | $23,270 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $856,558 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,219,808 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,219,808 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $16,722 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $8,934 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $8,934 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $6,747,925 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,630,565 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,704,989 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,204,553 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,204,146 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,064,859 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $34,230 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $34,230 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $65,020 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,922 | OtherAssetsBOYAmt |
| Other Assets EOY | $205,577 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $205,577 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,781,959 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,326,530 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,292,457 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $152 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $152 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $11,781,959 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $11,326,378 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,781,959 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,326,378 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,781,959 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,326,530 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,781,959 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$465,357 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,776 | OtherIncreasesAmt |
| Subtotal | $11,326,378 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,326,378 | 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 | $1,477,494 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,655,244 | CostOrOtherBasisAmt |
| Gain Or Loss | -$177,750 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$177,750 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$5,493 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,851 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,851 | SubtotalAmt |
| Tax Based On Investment Income | $1,851 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,934 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,934 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,083 | OverpaymentAmt |
| Applied To ES Tax | $7,083 | 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.RAULTIJERINAJRFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | BORIS A HIDALGO | IndividualWithBooksNm |
| Phone | 7136548111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6176 | AddressLine1Txt |
| City | KINGWOOD | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 773256176 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CARLOS A LOZANO MD | ||||||||
| 429 BROADVIEW DRIVE WEST | SAN ANTONIO | TX | 78228 | VP/DIRECTOR | 2.00 | $0 | $0 | $0 |
| BORIS A HIDALGO | ||||||||
| PO BOX 6176 | KINGWOOD | TX | 773256176 | CEO/BD CHAIR | 5.00 | $0 | $0 | $0 |
| JOHN DRAMBERGER | ||||||||
| 2108 SOUTHGATE BLVD | HOUSTON | TX | 77030 | SEC/TREASURE | 2.00 | $0 | $0 | $0 |
| ROBERT GALLOWAY | ||||||||
| 6627 BUFFALO SPEEDWAY | HOUSTON | TX | 77005 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PRIVATE FOUNDATION SERVICES INC | |||||
| 4265 SAM FELIPE SUITE 1100 | HOUSTON | TX | 77027 | ADMINISTRATIVE | $57,333 |
| FROST BANK | |||||
| PO BOX 2950 | SAN ANTONIO | TX | 78299 | INVESTMENT | $50,955 |
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 | $11,973,751 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $914,198 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $97,154 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,985,103 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $12,985,103 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $194,777 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,790,326 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $639,516 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $639,516 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,851 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,851 | TotalTaxAmt |
| Distributable Before Adj | $637,665 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $9,776 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $647,441 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $647,441 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $603,709 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $603,709 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $603,709 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $647,441 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $599,030 | UndistributedIncomePYAmt |
| Qualifying Distributions | $603,709 | QualifyingDistributionsAmt |
| Applied To Year1 | $599,030 | AppliedToYear1Amt |
| Applied To Current Year | $4,679 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $642,762 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RAUL TIJERINA JR FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6176 | AddressLine1Txt |
| City | KINGWOOD | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 773256176 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7139515857 | RecipientPhoneNum |
| Form And Info And Materials | THE RAUL TIJERINA JR. FOUNDATION GRANT APPLICATION GUIDELINES CAN BE FOUND AT THE FOUNDATION'S WEBSITE, WWW.RAULTIJERINAJRFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | LETTERS OF INQUIRY OR GRANT APPLICATIONS CAN BE SUBMITTED AT ANY TIME. THERE IS NO SUBMISSION DEADLI | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE RAUL TIJERINA JR. FOUNDATION GRANT APPLICATION GUIDELINES CAN BE FOUND AT THE FOUNDATION'S WEBSITE, WWW.RAULTIJERINAJRFOUNDATION.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 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 | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| AMI KIDS RIO GRANDE VALLEY | |||||||||
| 27615 BUENA VISTA BLVD | LOS FRESNOS | TX | 78566 | NONE | PC | GENERAL OPERATIONS | $20,000 | ||
| AMIGOS DEL VALLE | |||||||||
| 4138 CROSSPOINT BLVD | EDINBURG | TX | 78539 | NONE | PC | GENERAL OPEATIONS | $20,000 | ||
| BAYLOR UNIVERISTY | |||||||||
| 1311 S 5TH ST | WACO | TX | 76706 | NONE | PC | SCHOLARSHIPS | $3,000 | ||
| BIG HEROES INC | |||||||||
| 814 BOCA CHICA BLVD | BROWNSVILLE | TX | 78520 | NONE | PC | GENERAL OPERATIONS | $20,000 | ||
| BOY SCOUTS OF AMERICA | |||||||||
| 6912 W EXPY 83 | HARLINGEN | TX | 78551 | NONE | PC | GENERAL OPERATIONS | $20,000 | RIO GRANDE COUNCIL | |
| BOYS & GIRLS CLUB OF HARLINGEN | |||||||||
| 1209 W WASHINGTON AVE | HARLINGEN | TX | 78550 | NONE | PC | GENERAL OPERATIONS | $15,000 | ||
| BOYS & GIRLS CLUB OF MISSION | |||||||||
| 209 CLEO DAWSON ST | MISSION | TX | 78572 | NONE | PC | GENERAL OPERATIONS | $20,000 | ||
| BROWNSVILLE WELLNESS COALITION | |||||||||
| 1 W UNIVERSITY BLVD DR | BROWNSVILLE | TX | 78520 | NONE | PC | GENERAL OPERATIONS | $20,000 | ||
| CAMILLE PLAYHOUSE | |||||||||
| 1 DEAN PORTER PARK | BRONSVILLE | TX | 78520 | NONE | PC | GENERAL PURPOSE GRANT | $6,000 | ||
| CHILDRENS ADVOCACY CENTER OF | |||||||||
| 525 W WISCONSIN RD | EDINBURG | TX | 78539 | NONE | PC | GENERAL OPERATIONS | $15,000 | HIDALGO COUNTY | |
| FAMILY ENDEAVORS INC | |||||||||
| 602 N STAPLES ST | CORPUS CHRISTI | TX | 78404 | NONE | PC | GENERAL OPERATIONS | $20,000 | ||
| FRIENDSHIP OF WOMEN INC | |||||||||
| 95 E PRICE RD | BROWNSVILLE | TX | 78521 | NONE | PC | GENERAL OPERATIONS | $20,000 | ||
| GIRL SCOUTS OF GREATER SOUTH TEXAS | |||||||||
| 2410 BEVERCREST ST | CORPUS CHRISTI | TX | 78415 | NONE | PC | GENERAL OPERATIONS | $15,000 | ||
| GUADALUPE REGIONAL MIDDLE SCHOOL | |||||||||
| 1214 LINCOLN STREET | BROWNSVILLE | TX | 78521 | NONE | PC | TUITION ASSISTANCE | $20,000 | ||
| HEROES ON THE WATER | |||||||||
| 101 C N GREENVILLE AVE | ALLEN | TX | 75002 | NONE | PC | GRANT | $15,000 | ||
| INCARNATE WORD ACADEMY | |||||||||
| 244 RESACA BLVD | BROWNSVILLE | TX | 78520 | NONE | PC | TUITION ASSITANCE | $5,000 | ||
| LOS FRESNOS RODEO COMMITTEE INC | |||||||||
| 500 E OCEAN BLVD | LOS FRESNOS | TX | 78566 | NONE | PC | GRANT | $5,000 | ||
| RIO GRANDE VALLEY BALLET | |||||||||
| 1025 W JACKSON ST | HARLINGEN | TX | 78550 | NONE | PC | GENERAL OPERATIONS | $8,000 | ||
| SEA TURTLE | |||||||||
| 6617 PADRE BLVD | SOUTH PARDE ISLAND | TX | 78597 | NONE | PC | GRANTS | $10,000 | ||
| SIGHT SAVERS AMERICA | |||||||||
| 337 BUSINESS CIRCLE | PELHAM | AL | 35124 | NONE | PC | GRANT | $20,000 | ||
| SOUTH TEXAS EMERGENCY CARE | |||||||||
| 1705 VERMONT | HARLINGEN | TX | 78550 | NONE | PC | GENERAL OPERATIONS | $20,000 | FOUNDATION INC | |
| ST JOSEPHS ACADEMY | |||||||||
| 101 SAINT JOSEPH DRIVE | BROWNSVILLE | TX | 78520 | NONE | PC | SCHOLARSHIPS & TUITION | $5,000 | ||
| ST MARY'S UNIVERSITY | |||||||||
| 1 CAMINO SANTA MARIA | SAN ANTONIO | TX | 78228 | NONE | PC | SCHOLARSHIP | $2,000 | ||
| TEXAS A&M UNIVERSITY | |||||||||
| 400 BIZZELL ST | COLLEGE STATION | TX | 77843 | NONE | PC | SCHOLARSHIPS | $50,000 | ||
| TEXAS A&M UNIVERSITY CC | |||||||||
| 6300 OCEAN DR | CORPUS CHRISTI | TX | 78412 | NONE | PC | GRANT | $2,000 | ||
| TEXAS EXES SCHOLARSHIP FUND | |||||||||
| 2110 SAN JACINTO BLVD | AUSTIN | TX | 78712 | NONE | PC | SCHOLARSHIPS | $10,000 | ||
| TEXAS STATE TECHNICAL COLLEGE | |||||||||
| 2500 BROADWAY | LUBBOCK | TX | 79409 | NONE | PC | GRANT | $2,000 | ||
| TEXAS STATE UNIVERSITY | |||||||||
| 601 UNIVERSITY DR | SAN MARCOS | TX | 78666 | NONE | PC | SCHOLARSHIP | $11,000 | ||
| TEXAS TECH UNIVERSITY | |||||||||
| 2500 BROADWAY | LUBBOCK | TX | 79409 | NONE | PC | SCHOLARSHIPS | $7,000 | ||
| TRINITY UNIVERSITY | |||||||||
| 1 TRINITY PL | SAN ANTONIO | TX | 78212 | NONE | PC | SCHOLARSHIPS | $6,000 | ||
| TSTC FOUNDATION | |||||||||
| 3801 CAMPUS DR | WACO | TX | 76705 | NONE | PC | GRANT | $35,000 | ||
| UNDIES FOR EVERYONE | |||||||||
| 3610 WILLOWBEND BLVD | HOUSTON | TX | 77054 | NONE | PC | GENERAL OPERATIONS | $8,000 | SUITE 1000 | |
| UNIVERISTY OF TEXAS PAN AM | |||||||||
| 1201 W UNIVERSITY DR | EDINBURG | TX | 78539 | NONE | PC | GRANT | $30,000 | FOUNDATION | |
| UNIVERSITY OF DALLAS | |||||||||
| 1845 E NORTHGATE DR | IRVING | TX | 75062 | NONE | PC | SCHOLARSHIPS | $2,000 | ||
| UNIVERSITY OF HOUSTON | |||||||||
| 4800 CALHOUN RD | HOUSTON | TX | 77004 | NONE | PC | SCHOLARSHIP | $2,000 | ||
| UNIVERSITY OF NORTH TEXAS | |||||||||
| 1155 UNION CIR | DENTON | TX | 76203 | NONE | PC | SCHOLARSHIP | $2,000 | ||
| UNIVERSITY OF TEXAS - AUSTIN | |||||||||
| 1 UNIVERSITY STATION | AUSTIN | TX | 78732 | NONE | PC | SCHOLARSHIPS | $24,000 | ||
| UNIVERSITY OF TEXAS - DALLAS | |||||||||
| 800 W CAMPBELL RD | RICHARDSON | TX | 75080 | NONE | PC | GRANT | $5,000 | ||
| UNIVERSITY OF TEXAS - SAN ANTONIO | |||||||||
| 1 UTSA CIRCLE | SAN ANTONIO | TX | 78249 | NONE | PC | GRANT | $6,000 | ||
| UNIVERSITY OF TEXAS FOUNDATION | |||||||||
| 9011 MOUNTAIN RIDGE DR | AUSTIN | TX | 78759 | NONE | PC | GRANT | $15,000 | SUITE 150 | |
| UNIVERSITY OF TEXAS RGV | |||||||||
| 1 W UNIVERSITY BLVD | BROWNSVILLE | TX | 78520 | NONE | PC | SCHOLARSHIPS & PROJECTS | $47,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $588,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $231,989 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$5,493 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OIL & GAS ROYALTIES | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $32,888 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $259,384 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $259,384 | 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 | $4,125 | Amt |
| Net Investment Income | $3,094 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,031 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FROST BANK INVESTMENT ACCOUNT | BondNm |
| EOY Book Value | $4,204,146 | EOYBookValueAmt |
| EOYFMV | $4,064,859 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FROST BANK INVESTMENT ACCOUNT | StockNm |
| EOY Book Value | $5,630,565 | EOYBookValueAmt |
| EOYFMV | $8,704,989 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | UNDEPLETED ROYALTIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $34,230 | BookValueAmt |
| EOYFMV | $65,020 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| A/R - DIVIDENDS | $2,922 | $11,681 | $11,681 |
| A/R - LTCG GAINS | $193,896 | $193,896 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK FEES | $44 | $44 |
| INSURANCE | $1,261 | $1,261 |
| OFFICE SUPPLIES | $1,015 | $1,015 |
| ROYALTY EXPENSES | $9,225 | $9,225 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OIL & GAS ROYALTIES | Desc |
| Revenue And Expenses Per Books | $32,888 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $32,888 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERIES OF GRANTS | Desc |
| Amt | $9,776 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | A/P - MRS. TIJERINA | Desc |
| EOY Book Value | $152 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $50,955 | $50,955 | |
| OTHER PROFESSIONAL FEES | $57,964 | $43,473 | $14,491 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL INCOME TAX | $7,788 | |
| FOREIGN TAX | $4,114 | $4,114 |