RACHAEL & BEN VAUGHAN FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- RACHAEL & BEN VAUGHAN FOUNDATION (EIN 74-6040479)
- Tax period
- 2018-12-01 to 2019-11-30
- Filed
- 2020-09-28
- IRS object ID
- 202022729349100312
- Schema version
- 2018v3.2
- 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
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-28T11:26:24-05:00 | ReturnTs |
| Tax Period End | 2019-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134255527 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALVETTI FERGUSON | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 W NOTTINGHAM DRIVE SUITE 100 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746040479 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RACHAEL AND BEN VAUGHAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RACH | BusinessNameControlTxt |
| Phone | 5124774726 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 460968 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782460968 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BEN F VAUGHAN III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5124774726 | PhoneNum |
| Signature | 2020-09-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC TEACHOUT CPA | PreparerPersonNm |
| PTIN | P01336078 | PTIN |
| Phone | 2105363200 | PhoneNum |
| Preparation | 2020-09-23 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.88.155.22 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-28 | IPDt |
| IP Tm | 10:29:08 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C51D3822554437658A47AA4672AEA886D09B6D87 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 986FAB45B9A05BCEEAA989978130601038989D4A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-09-10 13:11:23Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,568,821 | 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 | $485,335 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $291,533 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $291,533 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,147 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,001,172 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $160 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $160 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $773,881 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $291,693 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,073 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,266 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,339 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $592,289 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $592,289 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $599,628 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $592,289 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $174,253 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $291,693 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prepaid Expenses BOY | $1,156 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $6,068 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $6,068 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $3,887,525 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,056,851 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,562,753 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,888,681 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,062,919 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,568,821 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,736,525 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,736,525 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,152,156 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,326,394 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,888,681 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,062,919 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,888,681 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,062,919 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,888,681 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $174,253 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,062,934 | SubtotalAmt |
| Other Decreases | $15 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,062,919 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD SHORT TERM INVESTMENT | P | 2019-01-01 | 2019-11-30 | $444,369 | $446,028 | -$1,659 | -$1,659 |
| VANGUARD LONG TERM INVESTMENT | P | 2017-01-01 | 2019-11-30 | $73,565 | $72,956 | $609 | $609 |
| 17.03 NET MINERAL ACRES | D | 2019-09-01 | 2019-09-30 | $483,238 | $485,335 | -$2,097 | -$2,097 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,147 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $397,085 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,577,758 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046292 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $339,356 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,012,744 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042352 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $395,875 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,335,124 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053970 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $353,117 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,483,705 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047185 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $318,025 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,444,966 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042717 | DistributionYr5Rt |
| Total Distribution | 0.232516 | TotalDistributionRt |
| Average Distribution | 0.046503 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,548,178 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $397,516 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,917 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $400,433 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $592,289 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,917 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,917 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,917 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,068 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,068 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $7,150 | OverpaymentAmt |
| Applied To ES Tax | $7,150 | 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 | RBVFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEN F VAUGHAN III PRESIDENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2102220335 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 460968 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782460968 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| BEN F VAUGHAN III | ||||||||
| P O BOX 460968 | SAN ANTONIO | TX | 782460968 | PRESIDENT & TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAPHNE VAUGHAN | ||||||||
| P O BOX 460968 | SAN ANTONIO | TX | 782460968 | SEC, TREASURER & TRUSTEE | 1.00 | $0 | $0 | $0 |
| BEN F VAUGHAN IV | ||||||||
| P O BOX 460968 | SAN ANTONIO | TX | 782460968 | VICE PRES & TRUSTEE | 1.00 | $0 | $0 | $0 |
| GENEVIEVE VAUGHAN | ||||||||
| P O BOX 460968 | SAN ANTONIO | TX | 782460968 | VICE PRES & TRUSTEE | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| 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 | $8,678,353 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,678,353 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,678,353 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $130,175 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,548,178 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $427,409 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $427,409 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,917 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,917 | TotalTaxAmt |
| Distributable Before Adj | $424,492 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $424,492 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $424,492 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $592,289 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $592,289 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,917 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $589,372 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $424,492 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $418,943 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $592,289 | QualifyingDistributionsAmt |
| Applied To Year1 | $418,943 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $173,346 | 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 | $251,146 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BEN F VAUGHAN III | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMES C VAUGHAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 460968 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782460968 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2102220335 | RecipientPhoneNum |
| Recipient Email Address | GRANTS@RBVFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | THE INITIAL GRANT INQUIRY APPLICATION (DOWNLOADED FROM HTTP://WWW.RBVFOUNDATION.ORG/MAKING) MUST BE COMPLETED AND SUBMITTED BY JUNE 1ST TO GRANTS@RBVFOUNDATION.ORG. IF INVITED TO SUBMIT A FINAL GRANT APPLICATION (DOWNLOADED FROM HTTP://WWW.RBVFOUNDATION.ORG/MAKING) IT MUST BE COMPLETED AND SUBMITTED BY AUGUST 10TH TO GRANTS@RBVFOUNDATION.ORG. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | INITIAL INQUIRY APPLICATIONS ARE DUE BY JUNE 1ST & FINAL GRANT APPLICATIONS ARE DUE BY AUGUST 10TH. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE AWARDED IN THE AREA OF HEALTH CARE, HUMAN RIGHTS, RELIGIOUS SUPPORT, SUBSTANCE ABUSE, EDUCATION, ENVIROMENTAL PRESERVATION AND POVERTY REDUCTION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANN RICHARDS SCHOOL FOUNDATION | |||||||
| 2206 PRATHER LANE | AUSTIN | TX | 78704 | NONE | PUBLIC CHARITY | EDUCATE YOUUNG WOMEN TO SUCCEED IN COLLEGE, CAREERS, | $25,000 |
| ASAPROSAR DEVELOPMENT FUND | |||||||
| P O BOX 5348 | BRADFORD | MA | 01835 | NONE | PUBLIC CHARITY | PROVIDE BASIC LIVING ASSISTANCE TO THE NEEDIEST FAMILIES OF EL SALVADOR | $25,000 |
| ASSOCIATION FOR THE STUDY OF WOMEN AND MYTHOLOGY | |||||||
| PO BOX 150018 | BROOKLYN | NY | 11215 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $6,000 |
| AUSTIN TAN CERCA DE LA FRONTERA | |||||||
| 3709 E MARTIN LUTHER KING BLVD | AUSTIN | TX | 78721 | NONE | PUBLIC CHARITY | TESTAMONIES FROM THE BORDER CHANGE OUR LIVES | $1,000 |
| AUSTIN YMBL SUNSHINE CAMPS | |||||||
| 2225 ANDREW ZILKER RD | AUSTIN | TX | 78746 | NONE | PUBLIC CHARITY | TO PROVIDE FUNDING FOR SUNSHINE CAMPS | $10,000 |
| BAYNVC | |||||||
| PO BOX 22872 | OAKLAND | CA | 22872 | NONE | PUBLIC CHARITY | TO PROVIDE ASSISTANCE FOR NONVIOLENT COMMUNICATION | $8,000 |
| BLUE LAPIS LIGHT INC | |||||||
| PO BOX 1821 | AUSTIN | TX | 78767 | NONE | PUBLIC CHARITY | SUPPORT AERIAL DANCE AND MOVEMENT CLASSES | $6,000 |
| BROTHERS OF ST CHALRES LWANGA FOUNDATION | |||||||
| 6235 N KENMORE | CHICAGO | IL | 60660 | NONE | PUBLIC CHARITY | TO PROVIDE ASSISTANCE TO THE EDUCATION, CHILD CARE, AND VOCATIONAL SKILLS OF CHILDREN | $10,000 |
| CARMEN PAMPA FUND | |||||||
| 2048 HAMLINE AVE N | ROSEVILLE | MN | 55113 | NONE | PUBLIC CHARITY | TO PROMOTE THE SUCCESS AND DEVELOPMENT OF THE COLLEGE IN BOLIVIA | $3,000 |
| CATHOLIC CHARITIES OF CENTRAL TEXAS | |||||||
| 1625 RUTHERFORD LANE | AUSTIN | TX | 78754 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 |
| CATHOLIC RELIEF SERVICES | |||||||
| 228 W LEXINGTON ST | BALTIMORE | MA | 21201 | NONE | PUBLIC CHARITY | TO PROVIDE ASSISTANCE TO THE RELIEF EFFOTS | $50,000 |
| CEASAR KLEBERG WILDLIFE RESEARCH | |||||||
| HOWE AGRICULTURAL BLDG 205 | KINGSVILLE | TX | 78363 | NONE | PUBLIC CHARITY | PROVIDE FUNDING FOR FURTHER RESEARCH INTO WILDLIFE | $5,000 |
| CENTRAL TEXAS FOOD BANK | |||||||
| 6500 METROPOLIS DR | AUSTIN | TX | 78744 | NONE | PUBLIC CHARITY | TO NOURISH HUNGRY PEOPLE AND LEAD THE COMMUNITY IN THE FIGHT AGAINST HUNGER | $5,000 |
| CONSPIRARE | |||||||
| 1033 LA POSADA DRIVE SUITE 130 | AUSTIN | TX | 78752 | NONE | PUBLIC CHARITY | SUPPORT PROGRAM 'BIG SINGS' COMMUNITY OUTREACH PROGR | $15,000 |
| CORPORATE ACCOUNTABILITY INTERNATIONAL | |||||||
| 10 MILK STREET SUITE 610 | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | PROTECT HUMAN RIGHTS, PUBLIC HEALTH AND THE ENVIRONMENT FROM CORPORATE GREED AND ABUSE AROUND THE WORLD | $5,000 |
| EMANCIPET INC | |||||||
| 7010 EASY WIND DRIVE SUITE 260 | AUSTIN | TX | 78752 | NONE | PUBLIC CHARITY | PROVIDE SAFE AND ACCESSIBLE SPAY/NEUTER FOR PETS IN COMMUNITY | $10,000 |
| FOUNDATION COMMUNITIES INC | |||||||
| 3036 S FIRST ST | AUSTIN | TX | 78704 | NONE | PUBLIC CHARITY | EXPAND CHILDRENS HOME INITIATIVE | $23,000 |
| FRONT STEPS INC | |||||||
| P O BOX 684519 | AUSTIN | TX | 78768 | NONE | PUBLIC CHARITY | PROVIDE A PATHWAY HOME THROUGH SHELTER, AFFORDABLE HOUSING, AND COMMUNITY EDUCATION | $13,000 |
| GIRLSTART | |||||||
| 1400 W ANDERSON LANE | AUSTIN | TX | 78757 | NONE | PUBLIC CHARITY | TO INCREASE GIRLS' INTEREST AND ENGAGEMENT IN SCIENCE, TECHNOLOGY, ENGINEERING AND MATH THROUGH INNOVATIVE, NATIONALLY RECOGNIZED INFORMAL EDUCATION PROGRAMS. | $5,000 |
| GLOBAL EXCHANGE | |||||||
| 2017 MISSION ST 2ND FL | SAN FRANCISCO | CA | 94110 | NONE | PUBLIC CHARITY | TO PROMOTE SOCIAL, ECONOMIC AND ENVIRONMENTAL JUSTICE AROUND THE WORLD. | $4,000 |
| HOSPICE AUSTIN | |||||||
| 4107 SPICEWOOD SPRINGS RD | AUSTIN | TX | 78759 | NONE | PUBLIC CHARITY | TO PRIVUDE ASSITANCE TO THE HOSPICE CARE OF AUSTIN | $2,500 |
| HUMANITARIAN RESPITE CENTER | |||||||
| 955 W PRICE RD | BROWNSVILLE | TX | 78520 | NONE | PUBLIC CHARITY | TO PROVIDE ASSISTANCE TO FAMILES IN A CRISIS | $50,000 |
| IMMACULATE CONCEPTION CATHOLIC CHURCH | |||||||
| 314 MERIDA ST | SAN ANTONIO | TX | 78207 | NONE | PUBLIC CHARITY | TO PROVIDE ASSISTANCE TO THE CATHOLIC CHURCH | $3,000 |
| INSTITUTE OF ARCHAEOMYTHOLOGY | |||||||
| 1645 FURLONG RD | SEBASTOPOL | CA | 95472 | NONE | PUBLIC CHARITY | TO FOSTER AN INTERDISCIPLINARY APPROACH TO CULTURAL RESEARCH WITH A PARTICULAR EMPHASIS ON THE BELIEFS, RITUALS, SOCIAL STRUCTURE AND SYMBOLISM OF PAST AND PRESENT SOCIETIES. | $6,000 |
| INTERNATIONAL ASSOCIATION OS WOMEN | |||||||
| 801 WEST ADAMS ST STE 600 | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | OFFERS A GLOBAL NETWORK TO START A BUSINESS | $5,289 |
| INTERNATIONAL MEDIA PROJECT | |||||||
| 1714 FRANKLIN ST 100-251 | OAKLAND | CA | 94942 | NONE | PUBLIC CHARITY | FOR THE WOMEN RISING RADIO PROGRAM & WEBSITE | $8,000 |
| KIPP AUSTIN PUBLIC SCHOOLS INC | |||||||
| 8509 FM 969 BLDG C | AUSTIN | TX | 78724 | NONE | PUBLIC CHARITY | WORK TO CLOSE PROGRESS GAP FOR LOW INCOME MINORITY STUDENTS | $20,000 |
| LA POSADA PROVIDENCIA | |||||||
| 1610 MARYDALE ROAD | SAN BENITO | TX | 78586 | NONE | PUBLIC CHARITY | CLIENT MEDICAL & DENTAL ASSISTANCE | $3,000 |
| MEALS ON WHEELS AND MORE INC | |||||||
| 3227 E 5TH ST | AUSTIN | TX | 78702 | NONE | PUBLIC CHARITY | SUPPORT THE 'HANDY WHEELS' PROGRAM | $2,500 |
| NATIONAL WILDLIFE FEDERATION | |||||||
| 44 EAST AVENUE STE 200 | AUSTIN | TX | 78701 | NONE | PUBLIC CHARITY | SUPPORT TEXAS LIVING WATERS WORKS | $4,000 |
| OFICINA LEGAL DEL PUEBLO UNIDO | |||||||
| 1405 MONTOPOLIS DR | AMHERST | TX | 78741 | NONE | PUBLIC CHARITY | TO RPOVIDE ASSISTANCE TO THE TEXAS CIVIL RIGHTS PROJECT | $3,000 |
| PEOPLES COMMUNITY CLINIC INC | |||||||
| 2909 N IH-35 | AUSTIN | TX | 78722 | NONE | PUBLIC CHARITY | SUPPORT HEALTHY MOTHERS AND HAPPY BABIES | $7,000 |
| PREGNANCY CENTER | |||||||
| 7210 LOUIS PASTEUR DR | SAN ANTONIO | TX | 78229 | NONE | PUBLIC CHARITY | TO PROVIDE ASSISTANCE TO THE PREGNANCY CENTER | $3,000 |
| RESPITE CARE OF SAN ANTONIO | |||||||
| 605 BELKNAP PL | SAN ANTONIO | TX | 78212 | NONE | PUBLIC CHARITY | TO PROTECT, LOVE, BUILD TRUST, AND NURTURE GROWTH OF CHILDREN WITH SPECIAL NEEDS AND MEDICAL CONDITIONS WHILE STRENGTHENING THE FAMILIES CARING FOR THEM. | $5,000 |
| SA READS | |||||||
| P O BOX 460176 | SAN ANTONIO | TX | 78246 | NONE | PUBLIC CHARITY | TO INCREASE LITERACY AND EDUCATIONAL ATTAINMENT IN BEXAR COUNTY. | $5,000 |
| SAN ANTONIO PUBLIC LIBRARY FOUNDATION | |||||||
| 625 SHOOK AVE | SAN ANTONIO | TX | 78212 | NONE | PUBLIC CHARITY | TO STRENGTHEN THE LIBRARY IN SERVICE TO THE COMMUNITY. | $4,500 |
| SAN JOSE CLINIC | |||||||
| 2615 FANNIN ST | HOUSTON | TX | 77002 | NONE | PUBLIC CHARITY | HEALTH CARE, MEDICAL, DENTAL, AND PHARMANCY SERVICES | $2,500 |
| ST AUSTIN CATHOLIC SCHOOL | |||||||
| 1911 SAN ANTONIO ST | AUSTIN | TX | 78705 | NONE | PUBLIC CHARITY | TUITION ASSISTANCE FOR LOW INCOME STUDENTS | $2,500 |
| ST EDWARD'S UNIVERSITY | |||||||
| 3001 S CONGRESS AVE | AUSTIN | TX | 78704 | NONE | PUBLIC CHARITY | TO ASSIST THE UNIVERISTY IN FUNDING | $2,500 |
| STANFORD UNIVERSITY | |||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | NONE | PUBLIC CHARITY | UNIVERSITY INSTITUTION. | $97,500 |
| TEACH FOR AMERICA - RIO GRANDE VALLEY | |||||||
| 801 N BRYAN RD STE 152 | MISSION | TX | 78572 | NONE | PUBLIC CHARITY | TMCCARTY - 08/27/20 09:47AM WORKSHEET PRIVATE FOUNDATION | $5,000 |
| TEMPLE OF THE GLOBAL GODDESS | |||||||
| P O BOX 460968 | SAN ANTONIO | TX | 78246 | NONE | PUBLIC CHARITY | TO ASSIST THE DEVELPOMENT OF PRIESTESSES | $13,000 |
| TEXAS FAIR DEFENSE PROJECT | |||||||
| 314 E HIGHLAND MALL BLVD STE 108 | AUSTIN | TX | 78752 | NONE | PUBLIC CHARITY | TO FIGHT FOR A CRIMINAL JUSTICE SYSTEM THAT RESPECTS THE LIVES OF LOW-INCOME TEXANS. | $5,000 |
| TIDES FOUNDATION | |||||||
| BOX 29198 | SAN FRANCISCO | CA | 94129 | NONE | PUBLIC CHARITY | SUPPORT LAIMA INTERNATIONAL CONFERENCE | $10,500 |
| UNIVERISTY CATHOLIC CENTER | |||||||
| 2010 UNIVERSITY AVE | AUSTIN | TX | 78705 | NONE | PUBLIC CHARITY | PRIVATE FOUNDATION | $3,000 |
| UNIVERSITY OF TEXAS MARINE SCIENCE INSTITUTE | |||||||
| 1 UNIVERSITY STATION G2500 | AUSTIN | TX | 78712 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| VIDES USA | |||||||
| 6019 BUENA VISTA STREET | SAN ANTONIO | TX | 78237 | NONE | PUBLIC CHARITY | PROMOTES SERVICE IN EDUCATION AND SOCIAL JUSTICE | $55,000 |
| VINCARE SERVICES OF AUSTIN FOUNDATION | |||||||
| 2026 GUADALUPE STEET | AUSTIN | TX | 78705 | NONE | PUBLIC CHARITY | PRIVATE FOUNDATION | $5,000 |
| VOLUNTEER LEGAL SERVICES OF CENTRAL TEXAS | |||||||
| 1033 LA POSADA DRIVE SUITE 374 | AUSTIN | TX | 78752 | NONE | PUBLIC CHARITY | PRIVATE FOUNDATION | $5,000 |
| WELDER WILDLIFE FOUNDATION | |||||||
| 10429 WELDER WILDLIFE | SINTON | TX | 78387 | NONE | PUBLIC CHARITY | TO CONDUCT RESEARCH AND EDUCATION IN WILDLIFE MANAGEMENT AND CONSERVATION | $3,000 |
| WOMEN'S ALLIANCE FOR THEOLOGY | |||||||
| 4835 LYNDON B JOHNSON FREEWAY 1000 | DALLAS | TX | 75244 | NONE | PUBLIC CHARITY | TO ASSIST IN THE DEVELOPMENT OF WOMEN IN TECHNOLOGY | $4,000 |
| WORKERS DEFENSE PROJECT | |||||||
| 5604 MANOR RD | AUSTIN | TX | 78723 | NONE | PUBLIC CHARITY | EMPOWER LOW-INCOME WORKERS TO ACHIEVE FAIR EMPLOYMENT THROUGH EDUCATION, DIRECT SERVICES, AND STRATEGIC PARTNERSHIPS. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $592,289 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $291,533 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $160 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,147 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $288,546 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $288,546 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
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 |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEN F VAUGHAN III | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2233 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787682233 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $485,335 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 17.03 NET MINERAL ACRES IN REEVES COUNTY TEXAS. | NoncashPropertyDesc |
| Fair Market Value | $485,335 | FairMarketValueAmt |
| Received | 2019-09-01 | ReceivedDt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOT APPLICABLE | Desc |
| Amt | $0 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIRST EAGLE GLOBAL CLASS I | FMV | $1,566,749 | $3,351,800 |
| CHEVRON | FMV | $41,906 | $234,260 |
| VANGUARD SHORT TERM CORPORATE BOND | FMV | $437,615 | $524,527 |
| VANGUARD TOTAL STOCK MARKET INDEX | FMV | $2,010,581 | $5,452,166 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL LATE PAYMENT PENALTY | Desc |
| Amt | $15 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $1,666 | $0 | $0 |
| PROFESSIONAL FEES | $2,600 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $160 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $160 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $160 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $3,073 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |