ESTILL FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ESTILL FOUNDATION (EIN 74-1892894)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2019-11-11
- IRS object ID
- 201923159349100522
- Schema version
- 2018v3.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-11T09:09:26-06:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742727608 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWANK SALCH & HENDERSON PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 802 N CARANCAHUA SUITE 1100 | AddressLine1Txt |
| City | CORPUS CHRISTI | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 784010053 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741892894 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTILL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ESTI | BusinessNameControlTxt |
| Phone | 3618838151 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2787 | AddressLine1Txt |
| City | CORPUS CHRISTI | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE SALCH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3618838151 | PhoneNum |
| Signature | 2019-11-11 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINE SALCH | PreparerPersonNm |
| PTIN | P00188210 | PTIN |
| Phone | 3618838151 | PhoneNum |
| Preparation | 2019-11-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.91.191.245 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-11 | IPDt |
| IP Tm | 09:09:26 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA8E822A861046753DE2E48F4A050AE519724629 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F59DA02B4AFDFDC70FF989C7B64E275777761A5B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,300,180 | 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 | $36,843 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $36,843 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $29,232 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,232 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,117 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $187,972 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,117 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $281,567 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $281,567 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $385,759 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $385,759 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $10,632 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,632 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $12,830 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,414 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $346 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $346 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $23,808 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,392 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $224,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $224,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $248,308 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,392 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $224,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $137,451 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $366,367 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $178,686 | CashBOYAmt |
| Cash EOY | $86,135 | CashEOYAmt |
| Cash EOYFMV | $86,135 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,948,273 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,065,262 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,065,262 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $6,962 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,446 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,446 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $728,154 | CorporateStockBOYAmt |
| Corporate Stock EOY | $789,672 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $795,743 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $459,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $513,067 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $516,578 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $734,572 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $832,016 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $832,016 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,055,647 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,290,598 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,300,180 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,468,546 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,468,546 | CapitalStockEOYAmt |
| Retained Earning BOY | $3,587,101 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,822,052 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,055,647 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,290,598 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,055,647 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,290,598 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,055,647 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $137,451 | ExcessRevenueOverExpensesAmt |
| Other Increases | $97,500 | OtherIncreasesAmt |
| Subtotal | $5,290,598 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,290,598 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $147,234 | $149,855 | -$2,621 | -$2,621 |
| CAPITAL GAIN DIVIDENDS | P | $40,738 | $40,738 | $40,738 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,117 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $233,084 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,820,077 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048357 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $45,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,809,774 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.009356 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $137,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,578,819 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.029920 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,324,463 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.002312 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,492,739 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.003610 | DistributionYr5Rt |
| Total Distribution | 0.093555 | TotalDistributionRt |
| Average Distribution | 0.018711 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,139,968 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $96,174 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,664 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $99,838 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $224,500 | 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 | $3,664 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,664 | SubtotalAmt |
| Tax Based On Investment Income | $3,664 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,446 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,446 | TotalPaymentsAndCreditsAmt |
| Overpayment | $782 | OverpaymentAmt |
| Applied To ES Tax | $782 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHRISTINE SALCH | IndividualWithBooksNm |
| Phone | 3618838151 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 802 N CARANCAHUA SUITE 1100 | AddressLine1Txt |
| City | CORPUS CHRISTI | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| ALEXANDER LIM | ||||||||
| 4821 AUGUSTA CIRCLE | CORPUS CHRISTI | TX | 78413 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| CHRISTINE SALCH | ||||||||
| 802 N CARANCAHUA SUITE 1100 | CORPUS CHRISTI | TX | 78401 | TREASURER | 2.00 | $0 | $0 | $0 |
| NANCY WESSON-DODD | ||||||||
| 4601 CORONA | CORPUS CHRISTI | TX | 78411 | SECRETARY | 1.00 | $0 | $0 | $0 |
| NARENDRA PATEL | ||||||||
| 10659 LEOPARD ST | CORPUS CHRISTI | TX | 78410 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,253,082 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,157,281 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $807,879 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,218,242 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,218,242 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $78,274 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,139,968 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $256,998 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $256,998 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,664 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,664 | TotalTaxAmt |
| Distributable Before Adj | $253,334 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $253,334 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $253,334 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $224,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $224,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,664 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $220,836 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $253,334 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $912 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $912 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $224,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $224,500 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $912 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $912 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $27,922 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ESTILL FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2787 | AddressLine1Txt |
| City | CORPUS CHRISTI | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3618838151 | RecipientPhoneNum |
| Recipient Email Address | CHRISTINE@SSHPC.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | LETTER EXPLAINING THE NEEDS OF THE ENTITY AND REQUESTED AMOUNT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | BENEFITTING NUECES COUNTY AND SURROUNDING TEXAS COUNTIES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CATHOLIC CHARITIES OF CORPUS CHRIST | ||||||||
| PO BOX 9056 | CORPUS CHRISTI | TX | 79469 | NONE | PC | TOYS FOR CHILDREN | $1,500 | |
| COASTAL BEND COMMUNITY FOUNDATION | ||||||||
| 555 N CARANCAHUA ST | CORPUS CHRISTI | TX | 78401 | NONE | PC | DAY OF GIVING | $10,000 | SUITE 900 |
| COASTAL BEND FOOD BANK | ||||||||
| 826 KRILL ST | CORPUS CHRISTI | TX | 78408 | NONE | PC | ASSISTANCE FOR FURLOUGHED FAMILIES | $15,000 | |
| CORPUS CHRISTI HOPE HOUSE | ||||||||
| 3226 REID DRIVE | CORPUS CHRISTI | TX | 78404 | NONE | PC | GENERAL OPERATIONS | $20,000 | |
| DEL MAR COLLEGE FOUNDATION | ||||||||
| 101 BALDWIN BLVD | CORPUS CHRISTI | TX | 78414 | NONE | PC | SCHOLARSHIPS | $20,000 | |
| DIOCESE OF CORPUS CHRISTI | ||||||||
| 620 LIPAN | CORPUS CHRISTI | TX | 78401 | NONE | PC | HURRICAN HARVEY VOLUNTEER EFFORTS | $15,000 | |
| GOOD SAMARITAN RESCUE MISSION | ||||||||
| PO BOX 65 | CORPUS CHRISTI | TX | 78403 | NONE | PC | SUPPLIES FOR NEW SITE | $20,000 | |
| MISSION 911 | ||||||||
| PO BOX 3157 | CORPUS CHRISTI | TX | 78404 | NONE | PC | GENERAL OPERATIONS | $30,000 | |
| MISSION OF MERCY | ||||||||
| 2421 AYERS ST | CORPUS CHRISTI | TX | 78404 | NONE | PC | GENERAL OPERATIONS | $25,000 | |
| MOTHER TERESA SHELTER | ||||||||
| 513 SAM RANKIN AVE | CORPUS CHRISTI | TX | 78401 | NONE | PC | GENERAL OPERATIONS | $25,000 | |
| TEXAS A&M CORPUS CHRISTI FOUNDATION | ||||||||
| 6300 OCEAN DRIVE | CORPUS CHRISTI | TX | 78412 | NONE | PC | ASSISTANCE FOR FURLOUGHED WORKERS | $8,000 | UNIT 5741 |
| YWCA | ||||||||
| 4601 CORONA | CORPUS CHRISTI | TX | 78411 | NONE | PC | GENERAL OPERATIONS | $35,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $224,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,843 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,232 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $281,567 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $38,117 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $385,759 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $385,759 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FROST BANK FIXED INCOME | BondNm |
| EOY Book Value | $513,067 | EOYBookValueAmt |
| EOYFMV | $516,578 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FROST BANK EQUITIES | StockNm |
| EOY Book Value | $789,672 | EOYBookValueAmt |
| EOYFMV | $795,743 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EKP MINERALS | FMV | $1,516 | $1,516 |
| MINERAL INTERESTS | FMV | $830,500 | $830,500 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| OFFICE EXPENSE | $286 | $286 |
| PARTNERSHIP K-1 | $56 | $56 |
| BANK FEES | $4 | $4 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| LEASE BONUS | $4,711 | $4,711 |
| ROYALTIES | $276,856 | $276,856 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST MINERALS TO MARKET VALUE | Desc |
| Amt | $97,500 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $10,632 | Amt |
| Net Investment Income | $10,632 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| AD VALOREM TAXES | $8,414 | $8,414 |
| EXCISE TAX | $4,416 |