WAXAHACHIE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WAXAHACHIE FOUNDATION INC (EIN 75-6085367)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-10
- IRS object ID
- 202003159349100145
- Schema version
- 2019v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-10T15:37:09-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470900958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT & WEEDON CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 617 FERRIS AVENUE | AddressLine1Txt |
| City | WAXAHACHIE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 751653000 | 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 | 756085367 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAXAHACHIE FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | WAXAHACHIE FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WAXA | BusinessNameControlTxt |
| Phone | 9728257092 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 3251 | AddressLine1Txt |
| City | WAXAHACHIE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75168 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RYAN PITTS | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 9729214060 | PhoneNum |
| Signature | 2020-10-26 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARTHA K WEEDON | PreparerPersonNm |
| PTIN | P00184099 | PTIN |
| Phone | 9729231590 | PhoneNum |
| Preparation | 2020-11-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.231.96.227 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-10 | IPDt |
| IP Tm | 15:37:09 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D4F01729D8038819C13A288D4470AB0F3953238E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D5F50733B2E16F0957CE175924F8DF8314B33E30 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $86,175 | 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 | $35,875 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $152 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $152 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $90,937 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $82,051 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $5,000 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $5,000 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $5,000 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $63,262 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $298,571 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,170 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,467 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $4,467 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $199,693 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $91,373 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,467 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,871 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,871 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $53 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $18,733 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18,733 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $996 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $996 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $22,653 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,653 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $172,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $172,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $195,103 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,653 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $172,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,590 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $68,720 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,467 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,418 | CashBOYAmt |
| Cash EOY | $43,691 | CashEOYAmt |
| Cash EOYFMV | $18,691 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $33,182 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $67,484 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $67,484 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,837,799 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,771,910 | CorporateStockEOYAmt |
| Corporate Bonds BOY | $62,870 | CorporateBondsBOYAmt |
| Other Assets BOY | $544 | OtherAssetsBOYAmt |
| Total Assets BOY | $1,941,813 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,883,085 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $86,175 | TotalAssetsEOYFMVAmt |
| Deferred Revenue BOY | $19,143 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $18,561 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $19,143 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,561 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $15,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $15,000 | CapitalStockEOYAmt |
| Retained Earning BOY | $1,907,670 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,849,524 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,922,670 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,864,524 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,941,813 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,883,085 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,922,670 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,590 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,927,260 | SubtotalAmt |
| Other Decreases | $62,736 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,864,524 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,170 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $84,253 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,876,275 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.029292 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $84,824 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,761,846 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.030713 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $92,492 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,423,077 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038171 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $93,941 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,384,088 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039403 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $77,694 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,392,000 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.032481 | DistributionYr5Rt |
| Total Distribution | 0.170060 | TotalDistributionRt |
| Average Distribution | 0.034012 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,062,952 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $104,177 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $687 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $104,864 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $172,450 | 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 | $687 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $687 | SubtotalAmt |
| Tax Based On Investment Income | $687 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $544 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $544 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3 | EsPenaltyAmt |
| Tax Due | $146 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| 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 | WAXAHACHIEFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | JERRY CHAPMAN | IndividualWithBooksNm |
| Phone | 9728257092 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 WEST MAIN STREET | AddressLine1Txt |
| City | WAXAHACHIE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75165 | 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 | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2017 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2016 | UndistributedIncomePY2Yr |
| Undistributed Income PY3 | 2015 | UndistributedIncomePY3Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| JERRY CHAPMAN | ||||||||
| 401 E MARVIN AVE | WAXAHACHIE | TX | 75165 | TREASURER | 000.00 | $0 | $0 | $0 |
| CANDACE AHLFINGER | ||||||||
| 303 VICTORIAN DR | WAXAHACHIE | TX | 75165 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| DR KERMIT BRIDGES | ||||||||
| 160 BROOKBEND DR | WAXAHACHIE | TX | 75165 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| TOM MCAFEE | ||||||||
| 709 AMHERST DR | WAXAHACHIE | TX | 75165 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| ELIZABETH TULL | ||||||||
| 136 MUSTANG CREEK DRIVE | WAXAHACHIE | TX | 75165 | SECRETARY | 000.00 | $0 | $0 | $0 |
| RYAN PITTS | ||||||||
| PO BOX 3251 | WAXAHACHIE | TX | 75168 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| KERRIC BRADFORD | ||||||||
| 7851 MARKS DRIVE | WAXAHACHIE | TX | 75167 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| STEVE CHAPMAN | ||||||||
| PO BOX 3251 | WAXAHACHIE | TX | 75168 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| STEVE MURPHREE | ||||||||
| 108 SUMNER LANE | WAXAHACHIE | TX | 75165 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| PAT SMITH | ||||||||
| 905 W MAIN | WAXAHACHIE | TX | 75165 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| PATRICK WILSON | ||||||||
| 109 S JACKSON | WAXAHACHIE | TX | 75165 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| KRYSTAL VALDEZ | ||||||||
| 220 HACIENDA DR | WAXAHACHIE | TX | 75165 | DIRECTOR | 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 | SIXTEEN CHARITABLE ORGANIZATIONS WERE FUNDED TO PROMOTE FURTHER CHARITABLE WORK IN WAXAHACHIE AND THE SURROUNDING ELLIS COUNTY AREA. | Description1Txt |
| Expenses1 | $172,450 | Expenses1Amt |
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 | $3,012,400 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $97,196 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,109,596 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,109,596 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,644 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,062,952 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $153,148 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $153,148 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $687 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $687 | TotalTaxAmt |
| Distributable Before Adj | $152,461 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $152,461 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $152,461 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $172,450 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $172,450 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $687 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $171,763 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $152,461 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $142,462 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $91,974 | TotalForPriorYearsAmt |
| Qualifying Distributions | $172,450 | QualifyingDistributionsAmt |
| Applied To Year1 | $142,462 | AppliedToYear1Amt |
| Applied To Current Year | $29,988 | AppliedToCurrentYearAmt |
| Prior Year Undistributed Incm | $91,974 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $91,974 | PriorYearDeficiencyOrTaxAmt |
| Undistributed Income CY | $122,473 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WAXAHACHIE FOUNDATION INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 3251 | AddressLine1Txt |
| City | WAXAHACHIE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75168 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9729231590 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHMENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | IT IS THE FRIDAY PRIOR TO THE GRANTS COMMITTEE MEETING, WHICH IS THE FOURTH TUESDAY IN JANUARY, APRI | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE USUALLY LIMITED TO INTEREST INCOME BASED ON INVESTMENTS FOR EACH QUARTER. THE FINANCE COMMITTEE REVIEWS THIS AND TELLS THE GRANT COMMITTEE WHAT IS AVAILABLE. THE GRANTS COMMITTEE SEES EACH REQUEST AND THEN MAKES A RECOMMENDATION TO THE FULL BOARD. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| COMMON GROUND | ||||||
| P O BOX 444 | WAXAHACHIE | TX | 75168 | 501(C)3 | VARIOUS PROJECTS ,EMERGENCY FUND | $6,250 |
| CROSSROADS OF TEXAS FILM FESTIVAL | ||||||
| PO BOX 757 | WAXAHACHIE | TX | 75168 | 501(C)3 | OPERATIONS & PROJECTS | $2,500 |
| ELLIS COUNTY CHILDREN'S THEATER | ||||||
| PO BOX 2752 | WAXAHACHIE | TX | 75168 | 501(C)3 | OPERATIONS | $3,000 |
| ELLIS COUNTY MUSEUM | ||||||
| 201 S COLLEGE | WAXAHACHIE | TX | 75165 | 501(C)3 | OPERATIONS | $50,000 |
| MEALS ON WHEELS | ||||||
| 620 FARLEY STREET | WAXAHACHIE | TX | 75165 | 501(C)3 | OPERATIONS | $6,200 |
| SALVATION ARMY | ||||||
| 620 FARLEY ST | WAXAHACHIE | TX | 75165 | 501(C)3 | EMERGENCY FUND | $5,000 |
| SIMS LIBRARY | ||||||
| 515 W MAIN | WAXAHACHIE | TX | 75165 | 501(C)3 | OPERATIONS | $50,000 |
| WAXAHACHIE CARE | ||||||
| PO BOX 371 | WAXAHACHIE | TX | 75168 | 501(C)3 | FENCE PROJECT | $5,000 |
| WAXAHACHIE LITTLE PANTRY | ||||||
| 304 W 5TH ST | WAXAHACHIE | TX | 75165 | 501(C)3 | OPERATIONS | $5,000 |
| WAXAHACHIE SYMPHONY | ||||||
| PO BOX 405 | WAXAHACHIE | TX | 75168 | 501(C)3 | CONCERT FUNDING | $5,000 |
| WISD | ||||||
| 411 N GIBSON | WAXAHACHIE | TX | 75165 | 501(C)3 | PROJECTS | $12,500 |
| SPCA OF TEXAS | ||||||
| 2570 FM 878 | WAXAHACHIE | TX | 75165 | 501(C)3 | OPERATIONS | $5,000 |
| ELLIS COUNTY CHILDRENS ADVOCACY | ||||||
| 425 E ROSS | WAXAHACHIE | TX | 75165 | 501(C)3 | OPERATIONS | $5,000 |
| HIDDEN MIRACLE | ||||||
| 2374 WEST HWY 287 | WAXAHACHIE | TX | 75165 | 501(C)3 | OPERATIONS | $5,000 |
| DANIELS DEN | ||||||
| 507 W JEFFERSON | WAXAHACHIE | TX | 75165 | 501(C)3 | OPERATIONS | $2,000 |
| WAXAHACHIE COMMUNITY THEATER | ||||||
| PO BOX 2102 | WAXAHACHIE | TX | 75168 | 501(C)3 | OPERATIONS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $172,450 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $152 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $90,937 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $5,000 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $63,262 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (9 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| K1-TC PIPELINE 1231 GAIN | 525990 | $1 |
| K1-PLAINS ALL AMER. 1231 GA | 525990 | $6 |
| K1-ENERGY TRNS LP | 525990 | -$1,312 |
| K1-ENERGY TRNS LP 1231 LOSS | 525990 | -$9 |
| TC PIPELINES | 525990 | $1,936 |
| PLAINS ALL AMERICAN | 525990 | $498 |
| HOLLY ENERGY | 525990 | $3,409 |
| K-1 CALUMET | 525990 | $95 |
| K-1 CALUMET 1231 LOSS | 525990 | -$157 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4,467 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,000 | ExclusionAmt |
| Related Or Exempt Function Incm | $154,351 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $163,818 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (5 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | ALLOWS FUNDING TO SUPPORT THE ORGANIZATIONS THAT WE HELP. |
| 4 | ALLOWS FUNDING TO SUPPORT THE ORGANIZATIONS THAT WE HELP. |
| 5B | ALLOWS FUNDING TO SUPPORT THE ORGANIZATIONS THAT WE HELP. |
| 8 | ALLOWS FUNDING TO SUPPORT THE ORGANIZATIONS THAT WE HELP. |
| 11B | ALLOWS FUNDING TO SUPPORT THE ORGANIZATIONS THAT WE HELP. |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GEORGE SINGLETON ESTATE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 N ELM | AddressLine1Txt |
| City | WAXAHACHIE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75165 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (14 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| TRANSN SYSTEMS HOLDINGS INC | 2019-02 | PURCHASE | 2019-02 | $419 | $419 | |
| WABTEC CORP | 2019-02 | PURCHASE | 2019-03 | $387 | $419 | -$32 |
| KONTOOR BRANDS | 2017-02 | PURCHASE | 2019-06 | $2,242 | $1,816 | $426 |
| DUKE REALTY CORP | 2018-05 | PURCHASE | 2019-06 | $96,845 | $100,458 | -$3,613 |
| FHLMC SER 1133 CL H | 2018-05 | PURCHASE | 2019-06 | $46 | $46 | |
| FRONTIER COMMUNICATIONS CORP | 2018-05 | PURCHASE | 2019-06 | $304 | $24,308 | -$24,004 |
| JOHNSON & JOHNSON | 2004-12 | PURCHASE | 2019-03 | $89,434 | $41,358 | $48,076 |
| KONTOOR BRANDS | 2011-10 | PURCHASE | 2019-06 | $4,048 | $2,160 | $1,888 |
| MICROSOFT CORP | 2011-10 | PURCHASE | 2019-06 | $36,226 | $7,346 | $28,880 |
| FRONTLINE LTD NEW | 2007-11 | PURCHASE | 2019-03 | $1,413 | $46,916 | -$45,503 |
| CALUMET SPECIALTY PRODS LP | 2018-01 | PURCHASE | 2019-03 | $6,036 | $6,036 | |
| ENERGY TRANSFER LP | 2018-01 | PURCHASE | 2019-11 | $23,961 | $9,989 | $13,972 |
| FHLMC SER 1133 CL H | 2018-08 | PURCHASE | 2019-08 | $74 | $74 | |
| PLAINS ALL AMERICAN PIPELINE | 2018-01 | PURCHASE | 2019-11 | $32,966 | $32,966 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FHLMC | BondNm |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt |
|---|---|
| ABBOTT LABS | $15,587 |
| ABBVIE | $46,682 |
| AMECX - MUTUAL FUNDS | $98,735 |
| AMHIX - MUTUAL FUNDS | $224,606 |
| AMGEN INC | $28,696 |
| AT&T | $102,971 |
| CHEVRON | $26,390 |
| COCA COLA | $35,122 |
| COLGATE PALMOLIVE | $35,019 |
| CONSOLIDATED EDISON INC | $56,764 |
| DUKE REALTY | |
| EMERSON ELECTRIC | $59,357 |
| ENERGY TRANSFER EQUITY LP | |
| EVERSOURCE ENERGY | $24,925 |
| EXXON MOBIL | $54,054 |
| FRONTIER COMMUNICATIONS | |
| FRONTLINE LTD BERMUDA ORD | |
| GENERAL ELECTRIC | $35,282 |
| GLAXOSMITHKLINE PLC | $67,304 |
| HARTFORD FINANCIAL SVCS | $36,260 |
| HASBRO | $9,779 |
| HSBC HLDS | $39,677 |
| ILLINOIS TOOL WORKS | $57,121 |
| INTEL | $34,739 |
| JOHNSON & JOHNSON | $31,440 |
| JPMORGAN CHASE | $41,258 |
| KRAFT FOODS GROUP INC. | $12,971 |
| MCDONALDS | $39,584 |
| MEDICAL PROPERTIES TRUST | $45,156 |
| MERCK | $33,314 |
| MICROSOFT | $27,511 |
| MONDELEZ INTL INC. | $25,315 |
| PHILLIPS 66 | $15,681 |
| PROCTOR & GAMBLE | $34,860 |
| REPUBLIC SERVICES, INC | $24,747 |
| SYSCO CORP | $40,960 |
| VF CORP | $60,623 |
| VENTAS INC | $53,691 |
| VERIZON COMMUNICATIONS | $108,679 |
| WELLS FARGO | $37,386 |
| WESTPAC BKG CORP | $49,664 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $1,871 | LegalFeesAmt |
| Net Investment Income | $1,871 | NetInvestmentIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ES PAYMENT | Desc |
| BOY Book Value | $544 | BOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARKET ADJUSTMENT | Desc |
| Amt | $62,736 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BOND RENEWAL | $181 | $181 |
| POSTAGE | $102 | $102 |
| FEES | $200 | $200 |
| K1 INVEST INTEREST EXP | $513 | $513 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| K1-TC PIPELINE 1231 GAIN | $1 | $1 |
| K1-PLAINS ALL AMER. 1231 GAIN | $6 | $6 |
| K1-ENERGY TRNS LP | -$1,312 | -$1,312 |
| K1-ENERGY TRNS LP 1231 LOSS | -$9 | -$9 |
| TC PIPELINES | $1,936 | $1,936 |
| PLAINS ALL AMERICAN | $498 | $498 |
| HOLLY ENERGY | $3,409 | $3,409 |
| K-1 CALUMET | $95 | $95 |
| K-1 CALUMET 1231 LOSS | -$157 | -$157 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $53 | Amt |
| Net Investment Income | $53 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAA | $205 | $205 |
| INCOME TAX | $2,984 | $2,984 |
| INCOME TAX | $15,544 | $15,544 |