SUSSER FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SUSSER FAMILY FOUNDATION (EIN 47-0999501)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-27
- IRS object ID
- 202021489349100902
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-27T10:15:21-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 POST OAK BLVD STE 2400 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | 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 | 470999501 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSSER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUSS | BusinessNameControlTxt |
| Phone | 3618836000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 N SHORELINE BLVD NO 2200N | AddressLine1Txt |
| City | CORPUS CHRISTI | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAM L SUSSER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3618836000 | PhoneNum |
| Signature | 2020-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL S RUSSELL | PreparerPersonNm |
| PTIN | P00398899 | PTIN |
| Phone | 7136253500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 76.30.37.237 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-14 | IPDt |
| IP Tm | 15:54:28 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2028BE7AA58DB777B46A3C647A712D96D48B7B1D | 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 | $4,901,616 | 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 |
| Interest On Sav Rev And Expnss | $4,558 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,558 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $105,515 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $105,515 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $70 | GrossRentsRevAndExpnssAmt |
| Net Rental Income Or Loss | $70 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$438 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $36 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$123,244 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | -$13,539 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $110,073 | 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 | $13,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,900 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $4,249 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4,249 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,628 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,710 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,335 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,335 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,012 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,194 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,900 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $177,272 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $177,272 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $200,284 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,194 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $184,172 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$213,823 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $95,879 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,563 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,908 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,908 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $15,500 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $13,582 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $13,582 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $868,390 | CorporateStockBOYAmt |
| Corporate Stock EOY | $635,140 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,221,104 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $608,825 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $608,825 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $630,838 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $184 | OtherAssetsBOYAmt |
| Other Assets EOY | $184 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $184 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,507,462 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,293,639 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,901,616 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $1,507,462 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,293,639 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,507,462 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,293,639 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,507,462 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,293,639 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,507,462 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$213,823 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,293,639 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,293,639 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|
| ENERGY TRANSFER, LP - 1231 GAIN | P | 2019-12-31 | $474 | -$474 | -$474 | |
| SPDR BLOOMBERG BARCLAYS | 2019-05-06 | $36 | $36 | $36 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$438 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $279,770 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,708,404 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059419 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $241,875 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,653,482 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051977 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $359,855 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,926,506 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.091648 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $391,191 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,729,579 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.082712 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $218,114 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,911,982 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.074902 | DistributionYr5Rt |
| Total Distribution | 0.360658 | TotalDistributionRt |
| Average Distribution | 0.072132 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,640,337 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $334,717 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $959 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $335,676 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $184,172 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,918 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,918 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,918 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,500 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,582 | OverpaymentAmt |
| Applied To ES Tax | $13,582 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SAM L SUSSER | IndividualWithBooksNm |
| Phone | 3618836000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 N SHORELINE BLVD SUITE 2200N | AddressLine1Txt |
| City | CORPUS CHRISTI | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78401 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SAM L SUSSER | ||||||||
| 800 N SHORELINE BLVD SUITE 2200N | CORPUS CHRISTI | TX | 78401 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| CATHERINE G SUSSER | ||||||||
| 800 N SHORELINE BLVD SUITE 2200N | CORPUS CHRISTI | TX | 78401 | TREASURER/SECRETARY | 1.00 | $0 | $0 | $0 |
| SAM J SUSSER | ||||||||
| 800 N SHORELINE BLVD SUITE 2200N | CORPUS CHRISTI | TX | 78401 | VICE PRESIDENT | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,685,921 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,081 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,711,002 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,711,002 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,665 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,640,337 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $232,017 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $232,017 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,918 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,918 | TotalTaxAmt |
| Distributable Before Adj | $230,099 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $230,099 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $230,099 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $184,172 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $184,172 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $184,172 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $230,099 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $110,190 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $155,848 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $165,596 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,644 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $45,663 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $489,941 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $184,172 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $184,172 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $45,927 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $45,927 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $444,014 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $64,263 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $379,751 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $155,848 | ExcessFromYear4Amt |
| Excess From Year3 | $165,596 | ExcessFromYear3Amt |
| Excess From Year2 | $12,644 | ExcessFromYear2Amt |
| Excess From Year1 | $45,663 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SAM L SUSSER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SAM L SUSSER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 N SHORELINE BLVD SUITE 2200N | AddressLine1Txt |
| City | CORPUS CHRISTI | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3618836000 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN SUBMISSIONS ONLY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 4101 S ALAMEDA | CORPUS CHRISTI | TX | 78411 | NONE | PC | PHILANTHROPIC | $9,600 |
| AMERICAN HEART ASSOCIATION | |||||||
| 500 N SHORELINE BLVD STE 203N | CORPUS CHRISTI | TX | 78471 | NONE | PC | PHILANTHROPIC | $1,000 |
| BOY SCOUTS OF AMERICA TROOP 2 | |||||||
| 430 S CARANCAHUA ST | CORPUS CHRISTI | TX | 78401 | NONE | PC | PHILANTHROPIC | $500 |
| CASA OF NUECES COUNTY | |||||||
| 2602 PRESCOTT PO BOX 4 | CORPUS CHRISTI | TX | 78403 | NONE | PC | PHILANTHROPIC | $1,800 |
| CHABAD COASTAL BEND | |||||||
| 210 CAPE ARON DR | CORPUS CHRISTI | TX | 78412 | NONE | PC | PHILANTHROPIC | $350 |
| CHRISTUS SPOHN HEALTH SYSTEM FOUNDATION | |||||||
| 600 ELIZABETH STREET | CORPUS CHRISTI | TX | 78404 | NONE | PC | PHILANTHROPIC | $13,500 |
| COASTAL BEND FOOD BANK | |||||||
| 826 KRILL STREET | CORPUS CHRISTI | TX | 78408 | NONE | PC | PHILANTHROPIC | $1,800 |
| CONGREGATION BETH ISRAEL | |||||||
| 4402 SARATOGA BLVD | CORPUS CHRISTI | TX | 78413 | NONE | PC | RELIGIOUS | $9,955 |
| CORPUS CHRISTI LITERACY COUNCIL | |||||||
| 4044 GREENWOOD DR | CORPUS CHRISTI | TX | 78416 | NONE | PC | PHILANTHROPIC | $25 |
| CORPUS CHRISTI POLICE FOUNDATION | |||||||
| PO BOX 803 | CORPUS CHRISTI | TX | 78403 | NONE | PC | PHILANTHROPIC | $4,750 |
| CORPUS CHRISTI SYMPHONY ORCHESTRA | |||||||
| 555 N CARANCAHUA TOWER II STE 410 | CORPUS CHRISTI | TX | 78401 | NONE | PC | PHILANTHROPIC | $9,450 |
| DREAM FORWARD FOUNDATION | |||||||
| 19077 THIEME RD | HARLINGEN | TX | 78552 | NONE | PC | PHILANTHROPIC | $1,000 |
| DRISCOLL CHILDREN'S HOSPITAL - DEVELOPMENT FOUNDATION | |||||||
| 3533 S ALAMEDA ST | CORPUS CHRISTI | TX | 78411 | NONE | PC | PHILANTHROPIC | $4,750 |
| FOSTER ANGELS OF SOUTH TEXAS | |||||||
| PO BOX 18863 | CORPUS CHRISTI | TX | 78480 | NONE | PC | PHILANTHROPIC | $2,400 |
| FRIENDS OF CHESS FOR CHANGE INC | |||||||
| 152 WEST 57TH ST 20TH FLOOR | NEW YORK | NY | 10019 | NONE | PC | PHILANTHROPIC | $180 |
| FRIENDS OF THE ISRAELI DEFENSE FORCES | |||||||
| PO BOX 22245 | HOUSTON | TX | 77227 | NONE | PC | PHILANTHROPIC | $4,000 |
| JEWISH COMMUNITY COUNCIL OF CORPUS CHRISTI | |||||||
| 750 EVERHART RD | CORPUS CHRISTI | TX | 78411 | NONE | PC | RELIGIOUS | $1,180 |
| NCJL ASSOCIATION | |||||||
| PO BOX 260968 | CORPUS CHRISTI | TX | 78426 | NONE | PC | PHILANTHROPIC | $50 |
| NEW LIFE REFUGE MINISTRIES | |||||||
| PO BOX 9157 | CORPUS CHRISTI | TX | 78469 | NONE | PC | PHILANTHROPIC | $1,000 |
| SALESMANSHIP CLUB CHARITY GOLF OF DALLAS | |||||||
| 108 E 10TH ST SUITE 200 | DALLAS | TX | 76203 | NONE | PC | PHILANTHROPIC | $1,000 |
| SOUTH TEXAS COUNCIL | |||||||
| 700 EVERHART TERRACE BLDG A | CORPUS CHRISTI | TX | 78411 | NONE | PC | PHILANTHROPIC | $12,355 |
| SOUTH TEXAS LIGHTHOUSE OF THE BLIND | |||||||
| 4421 ANGES STREET | CORPUS CHRISTI | TX | 78405 | NONE | PC | PHILANTHROPIC | $500 |
| SOUTH TEXAS PUBLIC BROADCASTING SYSTEM | |||||||
| 4455 S PADRE ISLAND DR STE 38 | CORPUS CHRISTI | TX | 78411 | NONE | PC | PHILANTHROPIC | $1,000 |
| STARS SCHOLARSHIP FUND | |||||||
| 3900 N MCCOLL RD | MCALLEN | TX | 78501 | NONE | PC | PHILANTHROPIC | $2,800 |
| TEMPLE EMANUEL | |||||||
| 1120 BROADWAY STREET | BEUMONT | TX | 77701 | NONE | PC | PHILANTHROPIC | $500 |
| TENNIS SUCCESS ACADEMIC PRIDE | |||||||
| PO BOX 71647 | CORPUS CHRISTI | TX | 78467 | NONE | PC | PHILANTHROPIC | $1,000 |
| TEXAS 4000 FOR CANCER | |||||||
| PO BOX 6459 | AUSTIN | TX | 78762 | NONE | PC | PHILANTHROPIC | $1,450 |
| TEXAS A&M UNIVERSITY - CORPUS CHRISTI | |||||||
| 6300 OCEAN DR UNIT 5741 | CORPUS CHRISTI | TX | 78412 | NONE | PC | PHILANTHROPIC | $3,100 |
| TEXAS BUSINESS HALL OF FAME | |||||||
| 3939 ESSEX LANE SUITE 100 | HOUSTON | TX | 77027 | NONE | PC | PHILANTHROPIC | $8,250 |
| TEXAS EXES | |||||||
| PO BOX 7278 | AUSTIN | TX | 78713 | NONE | PC | PHILANTHROPIC | $125 |
| TEXAS HILLEL | |||||||
| 2105 SAN ANTONIO STREET | AUSTIN | TX | 78705 | NONE | PC | PHILANTHROPIC | $1,800 |
| TEXAS TRIBUNE INC | |||||||
| 919 CONGRESS AVE SIXTH FLOOR | AUSTIN | TX | 78701 | NONE | PC | PHILANTHROPIC | $250 |
| UNITED WAY OF THE COSTAL BEND | |||||||
| 4659 EVERHART ROAD | CORPUS CHRISTI | TX | 78411 | NONE | PC | PHILANTHROPIC | $250 |
| UNIVERSITY OF TEXAS FOUNDATION | |||||||
| PO BOX 250 | AUSTIN | TX | 78767 | NONE | PC | PHILANTHROPIC | $73,860 |
| UT CHABAD JEWISH STUDENT CENTER | |||||||
| 2101 NUECES ST | AUSTIN | TX | 78705 | NONE | PC | RELIGIOUS | $500 |
| WOMEN'S AND MENS HEALTH SERVICES OF THE COASTAL BEND | |||||||
| 3536 HOLLY RD | CORPUS CHRISTI | TX | 78415 | NONE | PC | PHILANTHROPIC | $125 |
| WOMEN'S SHELTER OF SOUTH TEXAS | |||||||
| PO BOX 3368 | CORPUS CHRISTI | TX | 78463 | NONE | PC | PHILANTHROPIC | $1,000 |
| ENERGY TRANSFER LP | |||||||
| 8111 WESTCHESTER DRIVE SUITE 600 | DALLAS | TX | 75225 | NONE | PC | PHILANTHROPIC | $117 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $177,272 | 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 | $4,558 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $105,515 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $70 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$438 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| ENERGY TRANSFER, LP | 211110 | -$125,081 |
| DEBT FINANCED INTEREST INCOME - ET | 211110 | $1,837 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$123,244 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $109,705 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$13,539 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $13,800 | Amt |
| Net Investment Income | $6,900 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,900 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | JP MORGAN 2009 | BondNm |
| EOY Book Value | $608,825 | EOYBookValueAmt |
| EOYFMV | $630,838 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | JP MORGAN 2009 | StockNm |
| EOY Book Value | $635,140 | EOYBookValueAmt |
| EOYFMV | $4,221,104 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME | Desc |
| BOY Book Value | $184 | BOYBookValueAmt |
| EOY Book Value | $184 | EOYBookValueAmt |
| EOYFMV | $184 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $1,000 | $1,000 | $0 | $0 |
| NONDEDUCTIBLE EXPENSES - ENERGY TRANSFER, LP | $335 | $335 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| ENERGY TRANSFER, LP | -$125,081 | $0 |
| DEBT FINANCED INTEREST INCOME - ET | $1,837 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX EXPENSE | $1,710 | $1,710 | $0 | $0 |
| EXCISE TAX BASED ON INVESTMENT INCOME | $1,918 | $0 | $0 | $0 |