SEMMES FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SEMMES FOUNDATION INC (EIN 74-6062264)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-14
- IRS object ID
- 202011969349101776
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-14T15:29:04-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 750786316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEAVER AND TIDWELL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9311 SAN PEDRO AVE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78216 | 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 | 746062264 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEMMES FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEMM | BusinessNameControlTxt |
| Phone | 2102250887 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 NAVARRO SUITE 210 NO 210 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS R SEMMES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2102250887 | PhoneNum |
| Signature | 2020-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NANCY IMHOLTE | PreparerPersonNm |
| PTIN | P00889497 | PTIN |
| Phone | 2107371042 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.158.242.220 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-13 | IPDt |
| IP Tm | 19:49:31 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 72794E2371AE59B92D395F94297284CCA6E37FCF | 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 | $55,256,335 | 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 | $202 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $202 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $987,508 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $987,508 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,290,280 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,755,259 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,290,280 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $540,260 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $540,260 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,818,250 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,818,250 | 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 | $14,385 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,192 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,193 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $176,151 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $136,151 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $40,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $115,578 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $65,464 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $80,990 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $80,990 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $31,061 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,752 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,309 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $418,165 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $312,549 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $55,502 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,268,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,268,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,686,215 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $312,549 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,323,552 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $132,035 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,505,701 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $111,310 | CashBOYAmt |
| Cash EOY | $167,246 | CashEOYAmt |
| Cash EOYFMV | $167,246 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,606,531 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,056,465 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,056,465 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $66,025 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $57,000 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $20,742,930 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,413,948 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $51,520,153 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $10,142 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,979 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,455,471 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $23,470,913 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,706,663 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $55,256,335 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $22,725 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,725 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $23,470,913 | RetainedEarningBOYAmt |
| Retained Earning EOY | $23,683,938 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,470,913 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,683,938 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,470,913 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,706,663 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,470,913 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $132,035 | ExcessRevenueOverExpensesAmt |
| Other Increases | $80,990 | OtherIncreasesAmt |
| Subtotal | $23,683,938 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,683,938 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| COVERED ST - FROST #3000 | P | 2019-01-01 | 2019-12-31 | $3,804 | $4,133 | -$329 | -$329 |
| COVERED LT - FROST #3000 | P | 2018-01-01 | 2019-12-31 | $898 | $1,403 | -$505 | -$505 |
| COVERED LT - FROST #3000 | P | 2018-01-01 | 2019-12-31 | $529,822 | $6,830 | $522,992 | $522,992 |
| COVERED ST - FROST #3100 | P | 2019-01-01 | 2019-12-31 | $468,430 | $554,687 | -$86,257 | -$86,257 |
| COVERED LT - FROST #3100 | P | 2018-01-01 | 2019-12-31 | $1,650,240 | $1,266,971 | $383,269 | $383,269 |
| COVERED LT - FROST #3100 | P | 2018-01-01 | 2019-12-31 | $615,673 | $237,546 | $378,127 | $378,127 |
| COVERED ST - FROST #695 | P | 2019-01-01 | 2019-12-31 | $34,671 | $40,715 | -$6,044 | -$6,044 |
| COVERED LT - FROST #695 | P | 2018-01-01 | 2019-12-31 | $382,403 | $352,694 | $29,709 | $29,709 |
| FROST #3000 CAPITAL GAIN DISTRIBUTIONS | P | 2018-01-01 | 2019-12-31 | $60,759 | $60,759 | $60,759 | |
| FROST #3100 CAPITAL GAIN DISTRIBUTION | P | 2018-01-01 | 2019-12-31 | $148 | $148 | $148 | |
| TIFF PARTNERS IV, LLC K-1 | P | 2018-01-01 | 2019-12-31 | $8,411 | $8,411 | $8,411 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,290,280 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,178,049 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $47,542,037 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045813 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,934,211 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $43,895,679 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044064 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,921,405 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $39,313,539 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048874 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,998,722 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $40,678,450 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049135 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,067,565 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $42,535,313 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048608 | DistributionYr5Rt |
| Total Distribution | 0.236494 | TotalDistributionRt |
| Average Distribution | 0.047299 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $49,185,942 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,326,446 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $25,057 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,351,503 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,323,552 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $50,114 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $50,114 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $50,114 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,289 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $27,289 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $97 | EsPenaltyAmt |
| Tax Due | $22,922 | 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 | WWW.SEMMESFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | THOMAS R SEMMES | IndividualWithBooksNm |
| Phone | 2102250887 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 NAVARRO STE 210 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78205 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS R SEMMES | ||||||||
| 800 NAVARRO STE 210 | SAN ANTONIO | TX | 78205 | PRESIDENT | 15.00 | $0 | $0 | $0 |
| DR SEMMES | ||||||||
| 134 KINROSS | SAN ANTONIO | TX | 78209 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| PATRICIA SEMMES | ||||||||
| 800 NAVARRO STE 210 | SAN ANTONIO | TX | 78205 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN HANNAH | ||||||||
| 800 NAVARRO STE 210 | SAN ANTONIO | TX | 78205 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CAROL DUFFELL | ||||||||
| 800 NAVARRO STE 210 | SAN ANTONIO | TX | 78205 | SECRETARY | 1.00 | $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) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $45,664,736 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,742,141 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,528,090 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $49,934,967 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $49,934,967 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $749,025 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $49,185,942 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,459,297 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,459,297 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $50,114 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $50,114 | TotalTaxAmt |
| Distributable Before Adj | $2,409,183 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,409,183 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,409,183 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,323,552 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,323,552 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,323,552 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,409,183 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,260,726 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,323,552 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,260,726 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $62,826 | 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 | $2,346,357 | 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 | CORY ALBRACHT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 NAVARRO SUITE 210 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2102250887 | RecipientPhoneNum |
| Form And Info And Materials | CONCISE WRITTEN PROPOSALS. MUST SHOW EXEMPT STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GENERALLY SAN ANTONIO AREA. NO INDIVIDUAL GRANTS, LOANS. THE MAJORITY OF CONTRIBUTIONS ARE IN AREAS OF INTEREST, OR INSTITUTIONS SPECIFIED BY THE BOARD OF DIRECTORS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BLESSED SACRAMENT ACADEMY | ||||||
| 1135 MISSION RD | SAN ANTONIO | TX | 78210 | PC | GENERAL SUPPORT | $7,500 |
| MCNAY ART MUSEUM | ||||||
| PO BOX 6069 | SAN ANTONIO | TX | 78212 | PC | FUND-A-BUS EXHIBITION UNDERWRITING MEMORIALS | $15,200 |
| MCNAY ART MUSEUM | ||||||
| PO BOX 6069 | SAN ANTONIO | TX | 78212 | PC | LANDSCAPE PROJECT | $250,000 |
| MCNAY ART MUSEUM | ||||||
| PO BOX 6069 | SAN ANTONIO | TX | 78212 | PC | FUND FOR HOCKNEY EXHIBIT | $252,600 |
| MUSEUM OF NEW MEXICO FOUNDATION | ||||||
| PO BOX 2065 | SANTA FE | NM | 875042065 | PC | LIBRARY AND ARCHIVES | $100,000 |
| OPERA SAN ANTONIO | ||||||
| 417 8TH STREET | SAN ANTONIO | TX | 78215 | PC | GENERAL SUPPORT | $5,000 |
| PHILANTHROPY SOUTHWEST | ||||||
| 624 N GOOD LATIMER EXPY 100 | DALLAS | TX | 75204 | PC | GENERAL SUPPORT | $2,300 |
| SAN ANTONIO AREA FOUNDATION | ||||||
| 303 PEARL PKWY | SAN ANTONIO | TX | 78215 | PC | GENERAL SUPPORT | $750,000 |
| SAN ANTONIO CHRISTIAN HOPE RESOURCE CENTER | ||||||
| 321 N GENERAL MCMULLEN DR | SAN ANTONIO | TX | 78237 | PC | GENERAL SUPPORT | $5,000 |
| SOUTHWEST SCHOOL OF ART | ||||||
| 300 AUGUSTA ST | SAN ANTONIO | TX | 78205 | PC | GENERAL SUPPORT | $500 |
| TEXAS BAR FOUNDATION | ||||||
| 504 LAVACA ST SUITE 105 | AUSTIN | TX | 78701 | PC | EDUCATIONAL SUPPORT | $2,000 |
| TEXAS BIOMEDICAL RESEARCH INSTITUTE | ||||||
| PO BOX 760549 | SAN ANTONIO | TX | 782450549 | PC | MEDICAL RESEARCH SUPPORT | $950 |
| TRINITY UNIVERSITY | ||||||
| 715 STADIUM DR | SAN ANTONIO | TX | 78212 | PC | PRESIDENT DISCRETIONARY FUND | $10,000 |
| TRINITY UNIVERSITY | ||||||
| 715 STADIUM DR | SAN ANTONIO | TX | 78212 | PC | GENERAL SUPPORT | $1,000 |
| TRINITY UNIVERSITY | ||||||
| 715 STADIUM DR | SAN ANTONIO | TX | 78212 | PC | CAPITAL CAMPAIGN | $650,000 |
| UNIVERSITY OF ALABAMA | ||||||
| BOX 870132 | TUSCALOOSA | AL | 35487 | PC | WALTER B JONES ENDGWED EMINENT SCHOLARSHIP | $215,000 |
| UT HEALTH SCIENCE CENTER - SA | ||||||
| 7703 FLOYD CURL DR | SAN ANTONIO | TX | 78229 | PC | GENERAL OPERATIONAL SUPPORT FOR MEDICAL AND EDUCATIONAL DEVELOPMENT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,268,050 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $202 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $987,508 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $540,260 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,290,280 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,818,250 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,818,250 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | N/A |
| 5 | N/A |
| 7 | N/A |
| 8 | N/A |
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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $14,385 | Amt |
| Net Investment Income | $7,192 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,193 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FROST BANK | $15,719,417 | $42,728,343 |
| TIFF INVESTMENT PROGRAM | $3,484,421 | $2,956,745 |
| VANGUARD GROUP | $2,210,110 | $5,835,065 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $66,025 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $57,000 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ROYALTY INTEREST | $2,979 | $2,979 | $1,455,471 |
| INVESTMENT ACCOUNTS RECEIVABLE | $574 | $0 | $0 |
| PREPAID FIT | $6,589 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER OIL & GAS EXPENSE | $12,087 | $12,087 | $0 | $0 |
| TRAVEL/CONFERENCES | $1,264 | $632 | $0 | $632 |
| POSTAGE/MAILING SERVICE | $100 | $50 | $0 | $50 |
| OFFICE | $1,393 | $696 | $0 | $697 |
| RENT/PARKING/UTILITIES | $13,860 | $6,930 | $0 | $6,930 |
| PARTNERSHIP EXP - TIFF | $2,357 | $2,357 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OIL & GAS GROSS ROYALTIES | $485,143 | $485,143 |
| SABINE ROYALTY TRUST | $54,793 | $54,793 |
| TIFF PARTNERS IV, LLC | $150 | $150 |
| MISCELLANEOUS INCOME | $174 | $174 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PERCENTAGE DEPLETION | Desc |
| Amt | $80,990 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $22,725 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $136,151 | $136,151 | $0 | $0 |
| CONTRACT SERVICES | $40,000 | $0 | $0 | $40,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PRODUCTION TAXES | $33,252 | $33,252 | $0 | $0 |
| FOREIGN TAXES | $6,042 | $6,042 | $0 | $0 |
| AD VALOREM TAXES | $26,170 | $26,170 | $0 | $0 |
| EXCISE TAX | $50,114 | $0 | $0 | $0 |