MCLAUGHLIN DOTY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MCLAUGHLIN DOTY FOUNDATION (EIN 27-4319466)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-24
- IRS object ID
- 202001159349100210
- 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
- Depreciation Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-24T13:50:33-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 N ROBINSON AVE STE 600 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 731029421 | 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 | 274319466 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MCLAUGHLIN DOTY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MANDY GARVIE | InCareOfNm |
| Business Name Control | MCLA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 769 | AddressLine1Txt |
| City | HUNT | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE HERMAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8302383575 | PhoneNum |
| Signature | 2020-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MANDY M GARVIE | PreparerPersonNm |
| PTIN | P00835432 | PTIN |
| Phone | 4056062580 | PhoneNum |
| Preparation | 2020-04-20 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 73218720201155000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-04-24 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 90EAF0CE2923E997FAB00779AEB333E3DC586868 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A47EC3E93A6F92B82339F793EC20207E8AD9FA4C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,465,862 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $102,076 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $102,076 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $203,119 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,462,123 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $203,119 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $13,768 | IncmModificationsAdjNetIncmAmt |
| Total Rev And Expnss | $305,195 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $305,195 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $13,768 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $90,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,355 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,678 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $11,108 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,223 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $43,252 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $34,144 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $149,715 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,045 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $678,967 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $678,967 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $828,682 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,045 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $678,967 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$523,487 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $264,150 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,768 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $216,423 | CashBOYAmt |
| Cash EOY | $71,347 | CashEOYAmt |
| Cash EOYFMV | $71,347 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,094,105 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,729,589 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,394,515 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,310,528 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,800,936 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,465,862 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,869 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,996 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $1,869 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,996 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,308,659 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,798,940 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,308,659 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,798,940 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,310,528 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,800,936 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,308,659 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$523,487 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,768 | OtherIncreasesAmt |
| Subtotal | $3,798,940 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,798,940 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MS 6751-384 ST COVERED | P | 2018-10-05 | 2019-08-22 | $26,873 | $30,399 | -$3,526 | -$3,526 |
| MS 6751-384 LT COVERED | P | 2018-01-01 | 2019-12-31 | $203,484 | $174,285 | $29,199 | $29,199 |
| MS 6751-384 LT NON-COVERED | P | 2018-01-01 | 2019-12-31 | $32,095 | $17,121 | $14,974 | $14,974 |
| MS 6417 - 384 LT NON-COVERED | P | 2018-01-01 | 2019-12-31 | $105,000 | $105,000 | ||
| MS 2749-384 ST COVERED | P | 2018-06-22 | 2019-06-03 | $56,122 | $59,460 | -$3,338 | -$3,338 |
| MS 2749-384 LT COVERED | P | 2018-01-01 | 2019-12-31 | $360,592 | $236,782 | $123,810 | $123,810 |
| MS 2749-384 LT NON-COVERED | P | 2011-02-09 | 2019-07-11 | $71,125 | $47,193 | $23,932 | $23,932 |
| MS 1939-192 ST COVERED | P | 2019-01-01 | 2019-12-31 | $281,124 | $299,017 | -$17,893 | -$17,893 |
| MS 1939-192 LT COVERED | P | 2018-01-01 | 2019-12-31 | $142,178 | $88,898 | $53,280 | $53,280 |
| MS 1961-384 ST COVERED | P | 2019-01-01 | 2019-12-31 | $45,329 | $49,937 | -$4,608 | -$4,608 |
| MS 1961-384 LT COVERED | P | 2018-01-01 | 2019-12-31 | $119,995 | $150,912 | -$30,917 | -$30,917 |
| CAPITAL GAIN DIVIDENDS | P | $18,206 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $203,119 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $554,044 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,615,045 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.120052 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $418,295 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,850,371 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.08624 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $341,338 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,745,276 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.071932 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $262,564 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,181,583 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050673 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $222,813 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,179,417 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043019 | DistributionYr5Rt |
| Total Distribution | 0.371916 | TotalDistributionRt |
| Average Distribution | 0.074383 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,276,507 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $318,099 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,642 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $320,741 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $678,967 | 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 | $2,642 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,642 | SubtotalAmt |
| Tax Based On Investment Income | $2,642 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,612 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,612 | TotalPaymentsAndCreditsAmt |
| Tax Due | $30 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANDY GARVIE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4056062580 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 N ROBINSON AVE SUITE 600 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73102 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| BETH MCLAUGHLIN | ||||||||
| PO BOX 855 | HUNT | TX | 78024 | DIRECTOR | 10.0 | $0 | $0 | $0 |
| STEPHANIE K HERMAN | ||||||||
| 408 SPRING MILL DR | KERRVILLE | TX | 78028 | DIRECTOR | 25.0 | $45,000 | $0 | $0 |
| MISTY A PAVLICEK | ||||||||
| 5103 JUNCTION HWY | MOUNTAIN HOME | TX | 78058 | DIRECTOR | 25.0 | $45,000 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,197,746 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $143,885 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,341,631 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,341,631 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,124 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,276,507 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $213,825 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $213,825 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,642 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,642 | TotalTaxAmt |
| Distributable Before Adj | $211,183 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $13,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $224,183 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $224,183 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $678,967 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $678,967 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,642 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $676,325 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $224,183 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $38,973 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $321,016 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $359,989 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $678,967 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $224,183 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $454,784 | RemainingDistriFromCorpusAmt |
| Total Corpus | $814,773 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $814,773 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $38,973 | ExcessFromYear2Amt |
| Excess From Year1 | $321,016 | ExcessFromYear1Amt |
| Excess From Current Year | $454,784 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BETH MCLAUGHLIN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEPHANIE HERMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 769 | AddressLine1Txt |
| City | HUNT | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8302383575 | RecipientPhoneNum |
| Form And Info And Materials | THE PRIVATE FOUNDATION DOES REQUIRE A SET FORMAT FOR APPLICATIONS, FOR GRANTS, SCHOLARSHIPS, ETC. PLEASE CONTACT THE FOUNDATION TO OBTAIN AN APPLICATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE IS NOT A SUBMISSION DEADLINE FOR GRANT APPLICATIONS. THE SUBMISSION DEADLINE FOR SCHOLARSHIP A | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO RESTRICTIONS ON GRANTS. THERE IS A $7,500 PER SCHOOL YEAR LIMITATION ON SCHOLARSHIPS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| YMCA CAMP FLAMING ARROW | ||||||||
| PO BOX 770 | HUNT | TX | 78024 | NONE | PC | FINANCIAL SUPPORT OF 2 YMCA CAMPERS | $1,580 | |
| KERRVILLE'S 4TH ON THE RIVER | ||||||||
| PO BOX 295081 | KERRVILLE | TX | 78028 | NONE | PC | GENERAL DONATION FOR COMMUNITY PROGRAM | $1,000 | |
| SCHREINER UNIVERSITY | ||||||||
| 2100 MEMORIAL BLVD CMB 6229 | KERRVILLE | TX | 78028 | NONE | PC | EDUCATIONAL SCHOLARSHIP (2) | $11,250 | |
| HILL COUNTRY ARTS FOUNDATION | ||||||||
| PO BOX 1169 | INGRAM | TX | 78025 | NONE | PC | FUNDING FOR ART DAY FIELD TRIPS | $2,500 | |
| BAYLOR UNIVERSITY | ||||||||
| CASHIERS OFFICE OUTSIDE AWARDS | WACO | TX | 76798 | NONE | PC | EDUCATION SCHOLARSHIP (3) | $22,500 | ONE BEAR PLACE 97048 |
| PATH NORTH | ||||||||
| 1717 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL DONATION | $10,000 | 7TH FLOOR |
| ANGELO STATE UNIVERSITY | ||||||||
| HARDEMAN BUILDING RM 101 | SAN ANGELO | TX | 76909 | NONE | PC | EDUCATIONAL SCHOLARSHIP (2) | $15,000 | ASU STATION 11015 |
| TEXAS STATE UNIVERSITY | ||||||||
| 601 UNVERSITY DRIVE | SAN MARCOS | TX | 78666 | NONE | PC | Educational Scholarships (8) | $60,000 | JC KELLAM BLDG STE 240 |
| TEXAS A&M CORPUS CHRISTI | ||||||||
| 6300 OCEAN DR UNIT 5765 | CORPUS CHRISTI | TX | 78412 | NONE | PC | EDUCATIONAL SCHOLARSHIP (5) | $33,750 | |
| TEXAS A&M UNIVERSITY | ||||||||
| PO BOX 30015 | COLLEGE STATION | TX | 77842 | NONE | PC | EDUCATIONAL SCHOLARSHIPS (11) | $60,000 | |
| HILL COUNTRY YOUTH ORCHESTRA | ||||||||
| 321 THOMPSON DR | KERRVILLE | TX | 78028 | NONE | PC | TO SUPPORT YOUTH ORCHESTRA PROGRAMS | $1,000 | |
| San Antonio Alamo College | ||||||||
| 1819 N Main Ave | SAN ANTONIO | TX | 78212 | NONE | PC | EDUCATIONAL SCHOLARSHIPS (2) | $5,145 | |
| ST EDWARDS UNIVERSITY | ||||||||
| 3001 S CONGRESS AVE BOX 1031 | AUSTIN | TX | 78704 | NONE | PC | EDUCATIONAL SCHOLARSHIPS (1) | $7,500 | |
| DUKE UNIVERSITY | ||||||||
| BOX 90759 | DURHAM | NC | 27708 | NONE | PC | EDUCATIONAL ScholarshipS (3) | $22,500 | |
| UT HEALTH SCIENCE CENTER SAN ANTONIO | ||||||||
| 7703 FLOYD CURL DR | SAN ANTONIO | TX | 782293900 | NONE | PC | EDUCATIONAL SCHOLARSHIP (1) | $7,500 | |
| UNIVERSITY OF TEXAS AT AUSTIN | ||||||||
| 100 WEST DEAN KEETON E3700 | AUSTIN | TX | 787121712 | NONE | PC | EDUCATIONAL ScholarshipS (4) | $30,000 | |
| ALAMO COLLEGE | ||||||||
| 1012 BARNETT ST | KERVILLE | TX | 78028 | NONE | PC | EDUCATIONAL SCHOLARSHIPS (1) | $5,000 | |
| TARLETON STATE UNIVERSITY | ||||||||
| BOX T-0760 | STEPHENVILLE | TX | 76402 | NONE | PC | EDUCATIONAL SCHOLARSHIP (2) | $10,500 | |
| KERRVILLE CHALK FESTIVAL | ||||||||
| PO BOX 291276 | KERRVILLE | TX | 78029 | NONE | PC | ANNUAL CHALK FESTIVAL | $7,400 | |
| SYMPHONY OF THE HILLS | ||||||||
| PO BOX 294703 | KERRVILLE | TX | 78029 | NONE | PC | CHILDREN'S OUTREACH PROGRAM. | $5,000 | |
| UNIVERSAL TECHNICAL INSTITUTE | ||||||||
| 5151 REGENT BLVD | IRVING | TX | 75063 | NONE | PC | SCHOLARSHIP FOR (1) | $6,850 | |
| TEXAS TECH UNIVERSITY | ||||||||
| PO BOX 45011 | LUBBOCK | TX | 79409 | NONE | PC | EDUCATIONAL SCHOLARSHIP (3) | $22,500 | |
| TEXAS A&M AT SAN ANTONIO | ||||||||
| ONE UNIVERSITY WAY | SAN ANTONIO | TX | 78224 | NONE | PC | EDUCATIONAL SUPPORT FOR (1) | $10,893 | |
| FIELDS AND FUTURES | ||||||||
| 7001 NW 164th St | Edmond | OK | 73013 | NONE | PC | GENERAL DONATION | $5,000 | |
| KERRVILLE PUBLIC SCHOOLS FOUNDATION | ||||||||
| 1009 Barnett St | Kerrville | TX | 78028 | NONE | PC | GENERAL DONATION | $2,500 | |
| AUSTIN COLLEGE | ||||||||
| 900 N GRAND AVE | SHERMAN | TX | 75090 | NONE | PC | EDUCATIONAL SCHOLARSHIP (2) | $10,000 | |
| ST MARY'S UNIVERSITY | ||||||||
| 1 CAMINO SANTA MARIA | SAN ANTONIO | TX | 78228 | NONE | PC | EDUCATIONAL SCHOLARSHIP (1) | $7,500 | |
| AH HAA SCHOOL OF THE ARTS | ||||||||
| PO BOX 1590 | TELLURIDE | CO | 81435 | NONE | PC | GENERAL DONATION | $58,800 | |
| ARIZONA STATE UNIVERSITY | ||||||||
| 1151 S FOREST AVE | TEMPE | AZ | 85281 | NONE | PC | EDUCATIONAL SCHOLARSHIP (1) | $7,500 | |
| TELLURIDE AIDS BENEFIT | ||||||||
| PO BOX 3819 | TELLURIDE | CO | 81435 | NONE | PC | GENERAL DONATION | $2,500 | |
| DONORS CHOOSE | ||||||||
| 134 W 37TH ST 11TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL DONATION | $215 | |
| Hill Country Charity Ball Association | ||||||||
| PO Box 291933 | Kerrville | TX | 78029 | NONE | PC | DONATION TO CHARITY BALL BENEFITTING HABITAT FOR HUMANITY. | $1,250 | |
| SAN MIGUEL RESOURCE CENTER | ||||||||
| PO BOX 3243 | TELLURIDE | CO | 81435 | NONE | PC | DONATION TO CHOCOLATE LOVER'S FLING FUNRAISER | $3,000 | |
| TEXAS ARTS AND CRAFTS | ||||||||
| PO BOX 489 | HUNT | TX | 78025 | NONE | PC | SPONSORSHIP FOR ARTS EXPLORATION. | $5,000 | |
| KERVILLE HOST LIONS CLUB | ||||||||
| PO BOX 290972 | KERRVILLE | TX | 78029 | NONE | PC | SPONSORSHIP FOR DAN GATEWOOD MEMORIAL GOLF TOURNAMENT. | $125 | |
| ALAMO COLLEGES - SAC | ||||||||
| 1819 N MAIN AVE | SAN ANTONIO | TX | 78212 | NONE | PC | EDUCATIONAL SCHOLARSHIP (2) | $6,569 | |
| TELLURIDE COUNCIL FOR THE ARTS AND HUMANITIES | ||||||||
| PO BOX 152 | TELLURIDE | CO | 81435 | NONE | PC | GENERAL DONATION | $50,000 | |
| TEXAS CHRISTIAN UNIVERSITY | ||||||||
| TCU BOX 297012 | FORTH WORTH | TX | 76129 | NONE | PC | EDUCATIONAL SCHOLARSHIP (1) | $7,500 | |
| THE UNIVERSITY OF MARY HARDIN - BAYLOR | ||||||||
| BOX 8003 | BELTON | TX | 76513 | NONE | PC | EDUCATIONAL SCHOLARSHIP (1) | $7,500 | |
| RICE UNIVERSITY | ||||||||
| 6100 SOUTH MAIN STREET | HOUSTON | TX | 77005 | NONE | PC | EDUCATIONAL SCHOLARSHIP (1) | $7,500 | |
| SOUTHERN METHODIST UNIVERSITY | ||||||||
| PO BOX 750181 | DALLAS | TX | 75275 | NONE | PC | EDUCATIONAL SCHOLARSHIP (1) | $7,500 | |
| UNIVERSITY OF NORTH TEXAS | ||||||||
| 1155 UNION CIRCLE 311370 | DENTON | TX | 76203 | NONE | PC | EDUCATIONAL SCHOLARSHIP (1) | $7,500 | |
| ARCADIA LIVE | ||||||||
| 717 WATER STREET | KERRVILE | TX | 78028 | NONE | PC | GENERAL DONATION | $100,000 | |
| BTWILSONHAL PETERSON MIDDLE SCHOOL PTO | ||||||||
| 1607 SIDNEY BAKER | KERRVILLE | TX | 78028 | NONE | PC | SHOE FUNDRAISER | $500 | |
| CAPITAL OF TEXAS PUBLIC COMMUNICATIONS COUNCIL | ||||||||
| PO BOX 7158 | AUSTIN | TX | 78713 | NONE | PC | SPONSORSHIP FOR HALL OF FAME CEREMONY | $4,640 | |
| WORLD NEIGHBORS | ||||||||
| 5600 NORTH MAY AVENUE STE 160 | OKLAHOMA CITY | OK | 73112 | NONE | PC | GENERAL DONATION | $2,500 | |
| NEW YORK ACADEMY OF ART | ||||||||
| 111 FRANKLIN ST | NEW YORK | NY | 10013 | NONE | PC | DONATION TO ANNUAL FUND | $1,000 | |
| SHUTER LIBRARY | ||||||||
| PO BOX 298 | ANGEL FIRE | NM | 87710 | NONE | PC | GENERAL DONATION | $500 | |
| LEAGUE OF WOMEN VOTERS OF OKLAHOMA | ||||||||
| PO BOX 16325 | OKLAHOMA CITY | OK | 73113 | NONE | PC | GENERAL DONATION | $1,000 | |
| SOUTHWEST SCHOOL OF ART | ||||||||
| 300 AUGUSTA | SAN ANTONIO | TX | 78205 | NONE | PC | FOUNDERS CIRCLE | $1,000 | |
| TEXAS PUBLIC RADIO | ||||||||
| 8401 DATAPOINT DR | SAN ANTONIO | TX | 78229 | NONE | PC | DONATION | $1,000 | |
| TELLURIDE FOUNDATION | ||||||||
| PO BOX 4222 | TELLURIDE | CO | 81435 | NONE | PC | GENERAL DONATION | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $678,967 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102,076 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $203,119 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $305,195 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $305,195 | 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 | $5,355 | Amt |
| Net Investment Income | $2,678 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| COMMISSIONS AND FEES | $944 | |
| DUES & SUBSCRIPTIONS | $367 | |
| INSURANCE | $750 | |
| MORGAN STANLEY MANAGEMENT | $34,144 | $34,144 |
| INTERNET/UTILITIES | $4,130 | |
| OFFICE SUPPLIES | $2,909 | |
| SHIPPING & FREIGHT | $8 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUSPENDED LOSS | Desc |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| SCHOLARSHIPS RETURNED | $13,000 |
| FEDERAL TAX REFUND | $768 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES FROM MSSB | $4,223 | $4,223 |
| PAYROLL TAXES | $6,885 |