BERNARD FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BERNARD FOUNDATION (EIN 20-8907660)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-03
- IRS object ID
- 201901239349102285
- 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
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-03T08:01:45-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751503978 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY & PETERS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3310 S BROADWAY AVE STE 100 | AddressLine1Txt |
| City | TYLER | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208907660 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERN | BusinessNameControlTxt |
| Phone | 9035927999 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6717 | AddressLine1Txt |
| City | TYLER | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75711 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MILDRED H GRINSTEAD | PersonNm |
| Person Title | Pres/Director | PersonTitleTxt |
| Signature | 2019-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ginny Ragland | PreparerPersonNm |
| PTIN | P00160325 | PTIN |
| Phone | 9035976311 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,356,306 | 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 | $68 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $68 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $48,469 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,164 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,847 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $133,688 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,847 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $59,384 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,079 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $698 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $698 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,275 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,275 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $235 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $235 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $492 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $182 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $182 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,882 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,390 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $71,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $71,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $74,882 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,390 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $71,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,498 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,689 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,595 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $36,736 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $36,736 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $546,197 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $549,115 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $538,733 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $626,839 | CorporateStockBOYAmt |
| Corporate Stock EOY | $573,598 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $589,149 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $129,305 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $129,305 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $191,674 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $4 | OtherAssetsBOYAmt |
| Other Assets EOY | $14 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $14 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,308,940 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,288,768 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,356,306 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,308,940 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,288,768 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,308,940 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,288,768 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,308,940 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,288,768 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,308,940 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,498 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,293,442 | SubtotalAmt |
| Other Decreases | $4,674 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,288,768 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1400 FREEPORT-MCMORAN INC | P | 2015-08-31 | 2018-12-07 | $15,657 | $15,108 | $549 | $549 |
| 550 MERCK & CO INC | P | 2014-06-25 | 2018-12-07 | $42,197 | $32,733 | $9,464 | $9,464 |
| 75000 TARRANT CNTY TEX CULTURL REV | P | 2011-06-01 | 2018-08-15 | $75,000 | $75,000 | ||
| Capital Gain Dividends | $834 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,847 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $63,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,428,525 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04410 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $64,788 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,370,399 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04728 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $60,458 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,195,213 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05058 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $50,737 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,221,266 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04155 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $50,798 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,031,267 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04926 | DistributionYr5Rt |
| Total Distribution | 0.232764 | TotalDistributionRt |
| Average Distribution | 0.046553 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,450,846 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $67,541 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $377 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $67,918 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $71,000 | 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 | $377 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $377 | SubtotalAmt |
| Tax Based On Investment Income | $377 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $377 | TaxDueAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE TREY HENDERSON III | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9366344753 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3659 | AddressLine1Txt |
| City | LUFKIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75903 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MILDRED H GRINSTEAD | ||||||
| 211 BELMEAD | TYLER | TX | 75701 | Pres/Director | 1.00 | $0 |
| JAY H GRINSTEAD | ||||||
| 211 BELMEAD | TYLER | TX | 75701 | VP/Director | 1.00 | $0 |
| GEORGE TREY HENDERSON III | ||||||
| PO BOX 3659 | LUFKIN | TX | 75903 | Sec/Tr Director | 1.00 | $0 |
| RICHARD W JETT JR | ||||||
| 3310 S BROADWAY SUITE 100 | TYLER | TX | 75701 | Director | 1.00 | $0 |
| STEWART HENDERSON | ||||||
| 3501 SAGECREST TERRACE | FORT WORTH | TX | 76109 | Director | 1.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,456,768 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,172 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,472,940 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,472,940 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,094 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,450,846 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $72,542 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $72,542 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $377 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $377 | TotalTaxAmt |
| Distributable Before Adj | $72,165 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $72,165 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $72,165 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $71,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $71,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $377 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $70,623 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $72,165 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $70,817 | UndistributedIncomePYAmt |
| Qualifying Distributions | $71,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $70,817 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $183 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $71,982 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| VIRGINIA HISTORICAL SOCIETY | |||||||
| 428 N BOULEVARD | RICHMOND | VA | 23221 | NONE | PC | GENERAL SUPPORT | $10,000 |
| GEORGE H HENDERSON JR EXPOSITION CE | |||||||
| 1200 ELLEN TROUT DR | LUFKIN | TX | 75901 | NONE | PC | GENERAL SUPPORT | $2,000 |
| MARVIN UNITED METHODIST CHURCH | |||||||
| 300 W ERWIN | TYLER | TX | 75702 | NONE | PC | GENERAL SUPPORT | $10,000 |
| FISCH COLLEGE OF PHARMACY AT UT TYL | |||||||
| 3900 UNIVERSITY BLVD | TYLER | TX | 75799 | NONE | PC | SCHOLARSHIPS | $40,000 |
| COLORECTAL CANCER ALLIANCE | |||||||
| 1025 VERMONT AVE NW SUITE 1066 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CHI ST LUKE'S HEALTH MEMORIAL | |||||||
| PO BOX 1447 | LUFKIN | TX | 75902 | NONE | PC | HENDERSON WOMEN'S AND CHILDREN'S CENTER RENOVATION | $5,000 |
| ANGELINA BEAUTIFUL CLEAN | |||||||
| 1615 SOUTH CHESTNUT DRIVE | LUFKIN | TX | 75901 | NONE | PC | KELTYS CEMETERY WALKING TRAIL | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $71,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,469 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,847 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $59,384 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $59,384 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,275 | Amt |
| Net Investment Income | $2,275 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $698 | LegalFeesAmt |
| Net Investment Income | $698 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST REC - INVESTMENTS | Desc |
| BOY Book Value | $4 | BOYBookValueAmt |
| EOY Book Value | $14 | EOYBookValueAmt |
| EOYFMV | $14 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENTS | Desc |
| Amt | $4,674 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POSTAGE | Desc |
| Revenue And Expenses Per Books | $182 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $182 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $235 | Amt |
| Net Investment Income | $235 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $492 | Amt |