JAMES R HANNA FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JAMES R HANNA FOUNDATION (EIN 26-1641832)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-13
- IRS object ID
- 202021049349100617
- Schema version
- 2019v5.1
- 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
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-13T17:46:12-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752147649 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GILLIAM WHARRAM & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 WESTMEADOW PO BOX 118 | AddressLine1Txt |
| City | CLEBURNE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261641832 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES R HANNA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 8172191110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9968 CR 915 | AddressLine1Txt |
| City | GODLEY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76044 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID E HANNA | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8172191110 | PhoneNum |
| Signature | 2020-04-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HAROLD L GILLIAM CPA | PreparerPersonNm |
| PTIN | P00964142 | PTIN |
| Phone | 8176412274 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $929,562 | 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 | $51 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $51 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $18,874 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,874 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,102 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $150,389 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,102 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $24,027 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,027 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $870 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,463 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $205 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $42 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,580 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $49,475 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $49,475 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $55,055 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $49,475 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$31,028 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,027 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $918,015 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $893,282 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $929,562 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $918,015 | TotalAssetsBOYAmt |
| Total Assets EOY | $893,282 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $929,562 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $918,015 | CapitalStockBOYAmt |
| Capital Stock EOY | $924,310 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$31,028 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $918,015 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $893,282 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $918,015 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $893,282 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $918,015 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$31,028 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,295 | OtherIncreasesAmt |
| Subtotal | $893,282 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $893,282 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SPDR BLMBRG BRCLY HIGH YIELD BOND ETF | 2018-06-11 | 2019-01-23 | $2,856 | $2,936 | -$80 | -$80 | |
| SPDR BLMBRG BRCLY HIGH YIELD BOND ETF | 2018-06-11 | 2019-03-21 | $1,075 | $1,074 | $1 | $1 | |
| SPDR BLMBRG BRCLY HIGH YIELD BOND ETF | 2018-10-29 | 2019-03-21 | $1,898 | $1,863 | $35 | $35 | |
| VANGUARD INTRMDIATE-TERM CORPORATE BOND | 2018-10-29 | 2019-06-25 | $12,731 | $11,750 | $981 | $981 | |
| VANGUARD SHORT-TERM TREASURY ETF | 2018-06-11 | 2019-01-23 | $1,442 | $1,436 | $6 | $6 | |
| ISHARES US TREASURY BOND ETF | 2018-06-11 | 2019-01-23 | $1,732 | $1,712 | $20 | $20 | |
| ISHARES TR CORE MSCI EAF ETF | 2018-06-11 | 2019-01-23 | $4,527 | $5,299 | -$772 | -$772 | |
| ISH USD HIGH YIELD CORPORATE BOND | 2019-03-21 | 2019-05-01 | $24 | $24 | $0 | $0 | |
| TCW TOTAL RETURN BOND | 2018-06-11 | 2019-01-23 | $3,078 | $3,075 | $3 | $3 | |
| TCW TOTAL RETURN BOND | 2018-10-29 | 2019-06-25 | $5,386 | $5,118 | $268 | $268 | |
| OPPEN INTL GROWTH FD Y GROWTH FD CL Y | 2018-06-11 | 2019-01-23 | $5,220 | $6,428 | -$1,208 | -$1,208 | |
| OPPEN INTL GROWTH FD Y GROWTH FD CL Y | 2018-10-29 | 2019-06-25 | $7,327 | $6,601 | $726 | $726 | |
| OPPEN INTL GROWTH FD Y GROWTH FD CL Y | 2019-05-17 | 2019-06-25 | $6,884 | $6,691 | $193 | $193 | |
| EDGEWOOD GROWTH FD INST | 2018-06-11 | 2019-01-23 | $9,330 | $10,348 | -$1,018 | -$1,018 | |
| OAKMARK INTL FD CL ADV | 2018-06-11 | 2019-01-23 | $761 | $973 | -$212 | -$212 | |
| OAKMARK INTL FD CL ADV | 2018-10-29 | 2019-06-25 | $4,690 | $4,810 | -$120 | -$120 | P |
| OAKMARK INTL FD CL ADV | 2018-10-29 | 2019-06-25 | $7 | $7 | $0 | $0 | P |
| OAKMARK INTL FD CL ADV | 2019-05-17 | 2019-06-25 | $7,329 | $7,267 | $62 | $62 | P |
| VANGUARD INTRMDIATE-TERM CORPORATE BOND | 2018-06-11 | 2019-06-25 | $32,008 | $29,724 | $2,284 | $2,284 | P |
| TCW TOTAL RETURN BOND | 2018-06-11 | 2019-06-25 | $15,336 | $14,740 | $596 | $596 | P |
| TRP EM MKT STOCK INV MARKETS | 2018-06-11 | 2019-06-25 | $11,337 | $11,818 | -$481 | -$481 | P |
| INV OPN INTL GROWTH FD Y | 2018-06-11 | 2019-06-25 | $3,986 | $4,419 | -$433 | -$433 | P |
| OAKMARK INTL FD CL ADV | 2018-06-11 | 2019-06-25 | $5,818 | $7,174 | -$1,356 | -$1,356 | P |
| CAPITAL GAINS DIVIDENDS | $5,607 | $5,607 | $5,607 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,102 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $37,596 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $920,986 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040821 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $59,983 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $966,960 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.062033 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $60,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,026,798 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058434 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $53,981 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,086,288 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049693 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $24,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,129,421 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.021250 | DistributionYr5Rt |
| Total Distribution | 0.232231 | TotalDistributionRt |
| Average Distribution | 0.046446 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $890,607 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $41,365 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $240 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $41,605 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $49,475 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $240 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $240 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $240 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $240 | 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 | Yes (1) | 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 | DAVID E HANNA | IndividualWithBooksNm |
| Phone | 8172191110 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9968 CR 915 | AddressLine1Txt |
| City | GODLEY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76044 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| DAVID E HANNA | ||||||||
| 9968 CR 915 | GODLEY | TX | 76044 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LETHA L CARMICHALL | ||||||||
| 1602 HEATHER CT | CLEBURNE | TX | 76033 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JANICE GOSSETT | ||||||||
| 1928 W HENDERSON | CLEBURNE | TX | 76033 | 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $904,170 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $904,170 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $904,170 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,563 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $890,607 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,530 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,530 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $240 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $240 | TotalTaxAmt |
| Distributable Before Adj | $44,290 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $44,290 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $44,290 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $49,475 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $49,475 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $240 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $49,235 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,290 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $44,631 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $49,475 | QualifyingDistributionsAmt |
| Applied To Year1 | $44,631 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,844 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $39,446 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID E HANNA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9968 CR 915 | AddressLine1Txt |
| City | GODLEY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76044 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8172191110 | RecipientPhoneNum |
| Recipient Email Address | HANNA.DAVID@SBCGLOBAL.NET | RecipientEmailAddressTxt |
| Form And Info And Materials | ESSAY AND INTERVIEW | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | 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 |
|---|---|---|---|---|---|---|---|
| CHILDREN'S ADVOCACY CENTER | |||||||
| 910 NORTH GRANBURY STREET | CLEBURNE | TX | 76033 | NONE | OTHER PUBLIC CHARITY | DONATION TO ORGANIZATION | $7,500 |
| FIELD STREET BAPTIST CHURCH | |||||||
| 201 NORTH FIELD ST | CLEBURNE | TX | 76033 | NONE | OTHER PUBLIC CHARITY | DONATION TO ORGANIZATION | $15,000 |
| GODLEY UNITED METHODIST CHURCH | |||||||
| 624 N PEARSON ST | GODLEY | TX | 76044 | NONE | OTHER PUBLIC CHARITY | DONATION TO ORGANIZATION | $4,000 |
| GODLEY WESTERN FELLOWSHIP | |||||||
| 988 N PEARSON ST | GODLEY | TX | 76044 | NONE | OTHER PUBLIC CHARITY | DONATION TO ORGANIZATION | $8,000 |
| ST MARK METHODIST CHURCH | |||||||
| 1111 W CHAMBERS ST | CLEBURNE | TX | 76033 | NONE | OTHER PUBLIC CHARITY | DONATION TO ORGANIZATION | $7,500 |
| TARLETON STATE UNIVERSITY | |||||||
| 1333 W WASHINGTON ST | STEPHENVILLE | TX | 76401 | NONE | OTHER PUBLIC CHARITY | DONATION TO ORGANIZATION | $7,475 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $49,475 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 522100 | BusinessCd |
| Unrelated Business Taxbl Incm | $51 | UnrelatedBusinessTaxblIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $18,874 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $5,102 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $24,027 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,027 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $870 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK SERVICE CHARGES | Desc |
| Revenue And Expenses Per Books | $42 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN COST OF MUTUAL FUNDS | Desc |
| Amt | $6,295 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $4,463 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INCOME TAX EXPENSE | $91 | $0 | $0 | $0 |
| FOREIGN TAXES PAID | $114 | $0 | $0 | $0 |