RICHARD WALLRATH EDUCATIONALFOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD WALLRATH EDUCATIONALFOUNDATION (EIN 20-4091122)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202133199349103943
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T12:17:27-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760521525 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES DIFRANCESCO & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4405 DIRECTORS ROW | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770928605 | 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 | 204091122 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD WALLRATH EDUCATIONAL | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 9035367103 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1249 | AddressLine1Txt |
| City | CENTERVILLE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 758331249 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATSY MURPHY WALLRATH | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 9035367103 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PATSY | PersonFirstNm |
| Person Last | WALLRATH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES DIFRANCESCO | PreparerPersonNm |
| PTIN | P00445933 | PTIN |
| Phone | 7135234270 | PhoneNum |
| Preparation | 2021-11-15 | 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 | $6,562,410 | 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 | $8,244 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,244 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $71,898 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $71,898 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $34,488 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $34,488 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $34,488 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $114,630 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $114,630 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $60,691 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $60,691 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $13 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $13 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,011 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,065 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $296 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,032 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,032 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $67,043 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $65,801 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $610,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $610,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $677,043 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $65,801 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $610,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$562,413 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $48,829 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,837 | CashBOYAmt |
| Cash EOY | $11,848 | CashEOYAmt |
| Cash EOYFMV | $11,848 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $210,603 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $246,125 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $246,125 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,149,878 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $589,851 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $589,858 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,251,583 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,214,608 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,693,676 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $20,903 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,903 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $296 | LandBOYAmt |
| Land EOYFMV | $20,903 | LandEOYFMVAmt |
| Total Assets BOY | $4,626,197 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,062,432 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,562,410 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,626,197 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,062,432 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,626,197 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,062,432 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,626,197 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,062,432 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,626,197 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$562,413 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,063,784 | SubtotalAmt |
| Other Decreases | $1,352 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,062,432 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $34,488 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $679 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $679 | SubtotalAmt |
| Tax Based On Investment Income | $679 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $13 | EsPenaltyAmt |
| Tax Due | $692 | TaxDueAmt |
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 | WALLRATHFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | PATSY MURPHY WALLRATH | IndividualWithBooksNm |
| Phone | 9035367103 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1249 | AddressLine1Txt |
| City | CENTERVILLE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 758331249 | 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| PATSY MURPHY WALLRATH | ||||||||
| PO BOX 1249 | CENTERVILLE | TX | 758331249 | SECRETARY | 000.00 | $0 | $0 | $0 |
| PATSY VAVRA | ||||||||
| 6300 CORAL RIDGE | HOUSTON | TX | 77069 | OFFICER | 000.00 | $0 | $0 | $0 |
| JESS W MASON | ||||||||
| 1616 S VOSS STE 200 | HOUSTON | TX | 770572602 | OFFICER | 000.00 | $0 | $0 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SCHOLARSHIPS TO MEMBERS OF FFA OR 4-H FOR COLLEGE TUITION. | Description1Txt |
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 | $3,233,095 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $228,364 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $869,865 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,331,324 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,331,324 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,970 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,266,354 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $213,318 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $213,318 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $679 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $679 | TotalTaxAmt |
| Distributable Before Adj | $212,639 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $212,639 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $212,639 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $610,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $610,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $610,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $212,639 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $313,673 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $960,411 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $605,625 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $397,668 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $416,838 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,694,215 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $610,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $212,639 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $397,361 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,091,576 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $313,673 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,777,903 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $960,411 | ExcessFromYear4Amt |
| Excess From Year3 | $605,625 | ExcessFromYear3Amt |
| Excess From Year2 | $397,668 | ExcessFromYear2Amt |
| Excess From Year1 | $416,838 | ExcessFromYear1Amt |
| Excess From Current Year | $397,361 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ABILENE CHRISTIAN UNIVERS | ||||||
| ACU BOX 29130 | ABILENE | TX | 79699 | N/A | FFA / 4H SCHOLARSHIPS | $7,500 |
| ANGELINA STATE UNIVERSITY | ||||||
| PO BOX 1768 | LUFKIN | TX | 759021768 | N/A | FFA SCHOLARSHIPS | $5,000 |
| ANGELO STATE UNIVERSITY | ||||||
| 2601 W AVE N | SAN ANGELO | TX | 76909 | N/A | FFA / 4H SCHOLARSHIPS | $16,250 |
| AUSTIN COMMUNITY COLLEGE | ||||||
| 5930 MIDDLE FISHVILLE RD | AUSTIN | TX | 78752 | N/A | 4H SCHOLARSHIPS | $1,250 |
| BAYLOR UNIVERSITY | ||||||
| 999 S UNIVERSITY PAKRS DR | WACO | TX | 76701 | N/A | 4H SCHOLARSHIPS | $5,000 |
| BLINN COLLEGE - BRENHAM | ||||||
| 902 COLLEGE AVE | BRENHAM | TX | 77833 | N/A | FFA / 4H SCHOLARSHIPS | $12,500 |
| HARDIN SIMMONS UNIVERSITY | ||||||
| PO BOX 16050 | ABILENE | TX | 79698 | N/A | FFA SCHOLARSHIPS | $1,250 |
| HOUSTON BAPTIST UNIVERSITY | ||||||
| 7502 FONDREN | HOUSTON | TX | 77074 | N/A | FFA SCHOLARSHIP | $2,500 |
| LAMAR UNIVERSITY | ||||||
| 4400 MLK BLVD | BEAUMONT | TX | 77710 | N/A | 4H SCHOLARSHIPS | $1,250 |
| LETOURNEAU UNIVERSITY | ||||||
| PO BOX 7001 | LONEVIEW | TX | 756077001 | N/A | FFA / 4H SCHOLARSHIPS | $3,750 |
| NORTH CENTRAL TEXAS COLLEGE | ||||||
| 1525 W CALIFORNIA ST | GAINESVILLE | TX | 76240 | N/A | 4H SCHOLARSHIPS | $2,500 |
| PARIS JUNIOR COLLEGE | ||||||
| 2400 CLARKSVILLE ST | PARIS | TX | 75460 | N/A | FFA SCHOLARSHIPS | $1,250 |
| RICE UNIVERSITY | ||||||
| 6100 MAIN ST | HOUSTON | TX | 77005 | N/A | 4H SCHOLARSHIPS | $3,750 |
| SAM HOUSTON STATE | ||||||
| 1903 UNIVERSITY AVE | HUNTSVILLE | TX | 77320 | N/A | FFA / 4H SCHOLARSHIPS | $12,500 |
| SCHREINER UNIVERSITY | ||||||
| 2100 MEMORIAL BLVD | KERRVILLE | TX | 78028 | N/A | 4H SCHOLARSHIPS | $1,250 |
| SOUTH PLAINS COLLEGE | ||||||
| 1401 S COLLEGE AVE | LEVELLAND | TX | 79336 | N/A | FFA SCHOLARSHIPS | $6,250 |
| SOUTH WESTERN UNIVERSITY | ||||||
| 1001 E UNIVERSITY AVE | GEORGETOWN | TX | 78626 | N/A | 4H SCHOLARSHIPS | $2,500 |
| ST EDWARDS UNIVERSITY | ||||||
| 3001 S CONGRESS ST | AUSTIN | TX | 78704 | N/A | 4H SCHOLARSHIPS | $2,500 |
| ST PHILLIPS COLLEGE | ||||||
| 1801 MARTIN LUTHER KING | SAN ANGELO | TX | 78203 | N/A | 4H SCHOLARSHIPS | $1,250 |
| ST MARY'S UNIVERSITY | ||||||
| ONE CAMINO SANTA MARIA | SAN ANTONIO | TX | 78228 | N/A | 4H SCHOLARSHIPS | $1,250 |
| STEPHEN F AUSTIN STATE U | ||||||
| 1936 NORTH ST | NACOGDOCHES | TX | 75961 | N/A | FFA SCHOLARSHIPS | $1,250 |
| TARLETON STATE UNIVERSITY | ||||||
| 1333 W WASHIGTON | STEPHENVILLE | TX | 76402 | N/A | FFA / 4H SCHOLARSHIPS | $23,750 |
| TEXAS A & M - COMMERCE | ||||||
| PO BOX 3011 | COMMERCE | TX | 754293011 | N/A | FFA / 4H SCHOLARSHIPS | $5,000 |
| TEXAS A & M - CORPUS CHRIST | ||||||
| 6300 OCEAN DR | CORPUS CHRISTI | TX | 78412 | N/A | FFA / 4H SCHOLARSHIPS | $10,000 |
| TEXAS A & M - GALVESTON | ||||||
| PO BOX 1675 | GALVESTON | TX | 77553 | N/A | FFA & 4H SCHOLARSHIPS | $5,000 |
| TEXAS A & M - KINGSVILLE | ||||||
| 700 UNIVERSITY BVLD MSC | KINGSVILLE | TX | 78363 | N/A | 4H & OTHER SCHOLARSHIPS | $5,000 |
| TEXAS A & M - SAN ANTONIO | ||||||
| ONE UNVERSITY WAY | SAN ANTONIO | TX | 78224 | N/A | FFA SCHOLARSHIPS | $2,500 |
| TEXAS A & M UNIVERSITY | ||||||
| UNIVERSITY DR | COLLEGE STATION | TX | 77843 | N/A | FFA & 4H SCHOLARSHIPS | $256,250 |
| TEXAS LUTHERAN UNIVERSITY | ||||||
| 1000 W COURT ST | SEGUIN | TX | 78155 | N/A | 4H SCHOLARSHIPS | $6,250 |
| TEXAS STATE UNIVERSITY | ||||||
| 601 UNIVERSITY DR | SAN MARCOS | TX | 78666 | N/A | FFA / 4H SCHOLARSHIPS | $17,500 |
| TEXAS TECH HEALTH SCIENCE CTR | ||||||
| 3601 4TH ST | LUBBOCK | TX | 79430 | N/A | FFA SCHOLARSHIPS | $2,500 |
| TEXAS TECH UNIVERSITY | ||||||
| 2500 BROADWAY | LUBBOCK | TX | 79409 | N/A | FFA / 4H /OTHER SCHOLARSHIPS | $90,000 |
| TEXAS WESLEYAN | ||||||
| 1201 WESLEYAN ST | FORT WORTH | TX | 76105 | N/A | 4H & FFA SCHOLARSHIPS | $2,500 |
| TEXAS WOMAN'S UNIVERSITY | ||||||
| 304 ADMINISTRATION DR | DENTON | TX | 76204 | N/A | 4H SCHOLARSHIPS | $2,500 |
| TRINITY UNIVERSITY | ||||||
| ONE TRINITY PLACE | SAN ANTONIO | TX | 78212 | N/A | FFA SCHOLARSHIPS | $1,250 |
| UNIVERSITY OF INCARNATE WORD | ||||||
| 4301 BROADWAY | SAN ANTONIO | TX | 78209 | N/A | FFA SCHOLARSHIPS | $3,750 |
| UNIVERSITY OF MARY HARDIN BAYLOR | ||||||
| 900 COLLEGE ST | BELTON | TX | 76513 | N/A | 4H SCHOLARSHIPS | $7,500 |
| UNIVERSITY OF N TEXAS HEALTH & SCIE | ||||||
| 3500 CAMP BOWIE BLVD | FORT WORTH | TX | 76107 | N/A | 4H SCHOLARSHIPS | $1,250 |
| UNIVERSITY OF NORTH TEXAS | ||||||
| PO BOX 311277 | DENTON | TX | 76203 | N/A | FFA / 4H SCHOLARSHIPS | $11,250 |
| UNIVERSITY OF TEXAS - ARLINGTON | ||||||
| 701 S NEDDERMAN DR | ARLINGTON | TX | 76019 | N/A | 4H SCHOLARSHIPS | $1,250 |
| UNIVERSITY OF TEXAS - AUSTIN | ||||||
| 1 UNIVERSITY STATION 3 | AUSTIN | TX | 78712 | N/A | FFA / 4H SCHOLARSHIPS | $20,000 |
| UNIVERSITY OF TEXAS - DALLAS | ||||||
| 800 W CAMPBELL RD | RICHARDSON | TX | 75080 | N/A | 4H/ FFA SCHOLARSHIPS | $2,500 |
| UNIVERSITY OF TEXAS - HEALTH SCIENC | ||||||
| 7000 FANNIN ST 1200 | HOUSTON | TX | 77030 | N/A | 4H SCHOLARSHIPS | $1,250 |
| UNIVERSITY OF TEXAS - SAN ANTONIO | ||||||
| ONE UTSA CIR | SAN ANTONIO | TX | 78249 | N/A | FFA / 4H SCHOLARSHIPS | $10,000 |
| UNIVERSITY OF TEXAS - TYLER | ||||||
| 3900 UNIVERSITY BVLD | TYLER | TX | 75799 | N/A | FFA / 4H SCHOLARSHIPS | $7,500 |
| WEST TEXAS A & M UNIVERSI | ||||||
| OLD MAIN STE 307 | CANYON | TX | 79016 | N/A | FFA / 4H SCHOLARSHIPS | $21,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $610,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,244 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71,898 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,488 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $114,630 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $114,630 | 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 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | WEBSITE UPDATE | PropertyDesc |
| Acquired | 2017-03-27 | AcquiredDt |
| Cost Or Other Basis | $10,633 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $10,337 | PriorYearDepreciationAmt |
| Life | 3.0000 | LifeRt |
| Current Year Expense | $296 | CurrentYearExpenseAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TMI: DOMESTIC STOCK | $1,588,379 | $3,939,785 |
| TMI: INTERNAT'L STOCK | $1,626,229 | $1,753,891 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $589,851 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $589,858 | USGovtObligationsEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WEBSITE | CategoryOrItemTxt |
| Cost Or Other Basis | $20,903 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $20,903 | AccumulatedDepreciationAmt |
| EOYFMV | $20,903 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $1,352 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK CHARGES | $5 | $5 |
| BOOKS & PERIODICALS | $1,027 | $1,027 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $60,691 | Amt |
| Net Investment Income | $60,691 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $4,065 | $4,065 |
| PRIOR YEAR TAX AND INTEREST | $946 |