ART AND EVA CAMUNEZ TUCKER FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ART AND EVA CAMUNEZ TUCKER FOUNDATION (EIN 75-2490509)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-03
- IRS object ID
- 201931239349102373
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-03T09:32:19-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752736421 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONES HAY MARSCHALL & MCKINNEYPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 391 | AddressLine1Txt |
| City | SAN ANGELO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 769020391 | 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 | 752490509 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Art and Eva Camunez Tucker Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARTA | BusinessNameControlTxt |
| Phone | 3256554104 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 4029 | AddressLine1Txt |
| City | San Angelo | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76902 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Len Mertz | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2019-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | L Scott Barber | PreparerPersonNm |
| PTIN | P00048878 | PTIN |
| Phone | 3256554104 | 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 | $13,529,144 | 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 |
| Dividends Rev And Expnss | $360,519 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $360,519 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $360,519 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,015,626 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,804,142 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,015,626 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,376,145 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,376,145 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $360,519 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $3,500 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $106,299 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $106,299 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $106,299 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $31,681 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $31,681 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $31,681 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $71 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $71 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $71 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $141,551 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $141,551 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $141,551 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $734,491 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $734,491 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $876,042 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $141,551 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $141,551 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $734,491 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $500,103 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,234,594 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $218,968 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1,669 | CashEOYAmt |
| Cash EOYFMV | $1,669 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,738 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,094 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,094 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,782,097 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,900,722 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,919,636 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,660,128 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,525,375 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,682,877 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $398,624 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $912,715 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $919,753 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $1,115 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,115 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,845,587 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,345,690 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,529,144 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $21,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $21,000 | CapitalStockEOYAmt |
| Retained Earning BOY | $9,824,587 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,324,690 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,845,587 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,345,690 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,845,587 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,345,690 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,845,587 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $500,103 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,345,690 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,345,690 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 8,000 SS General Electric | P | 2009-01-01 | 2018-05-10 | $116,527 | $89,973 | $26,554 | $26,554 |
| 50 SS Alphebet | P | 2015-05-28 | 2018-04-30 | $51,646 | $27,692 | $23,954 | $23,954 |
| 1,000 SS Intel Coporation | P | 2009-12-22 | 2018-04-30 | $52,849 | $20,125 | $32,724 | $32,724 |
| 500 SS JP Morgan Chase | P | 2014-09-24 | 2018-02-05 | $56,741 | $30,751 | $25,990 | $25,990 |
| 500 SS Marsch & Mclennen | P | 2010-12-21 | 2018-04-30 | $41,177 | $13,562 | $27,615 | $27,615 |
| 1,920 SS Microsoft | P | 2001-01-01 | 2018-01-01 | $186,086 | $53,716 | $132,370 | $132,370 |
| 4,000 SS Sunoco | P | 2009-01-01 | 2018-06-05 | $211,658 | $112,281 | $99,377 | $99,377 |
| 2,500 SS Sysco | P | 2009-02-19 | 2018-07-27 | $170,594 | $58,937 | $111,657 | $111,657 |
| 1,475 SS Texas Instruments | P | 2001-01-01 | 2018-01-01 | $161,112 | $39,819 | $121,293 | $121,293 |
| 3,000 SS Vanguard All World | P | 2017-08-18 | 2018-03-19 | $163,936 | $153,960 | $9,976 | $9,976 |
| 3,000 SS Vanguard All World | P | 2016-12-29 | 2018-03-19 | $163,936 | $132,447 | $31,489 | $31,489 |
| 3,000 SS Weyerhaeuser | P | 2010-12-28 | 2018-05-14 | $109,119 | $70,513 | $38,606 | $38,606 |
| 2,500 SS T Rowe Price | P | 2008-12-31 | 2018-10-04 | $285,903 | $87,470 | $198,433 | $198,433 |
| 40,000 Abbott Labs Bond | P | 2009-06-02 | 2018-03-22 | $41,058 | $40,466 | $592 | $592 |
| 75,000 Berkshire Hataway Bond | P | 2016-02-03 | 2018-02-09 | $75,000 | $75,567 | -$567 | -$567 |
| 6,000 SS Habor International | P | 2011-12-12 | 2018-05-10 | $413,700 | $314,100 | $99,600 | $99,600 |
| 50,000 Target Bond | P | 2009-06-02 | 2018-01-15 | $50,000 | $51,751 | -$1,751 | -$1,751 |
| 15,000 SS Artisan FDS | P | 2018-01-01 | 2018-12-27 | $457,650 | $569,400 | -$111,750 | -$111,750 |
| 1,200 SS Goldman Sachs | P | 2018-01-05 | 2018-12-27 | $192,950 | $303,218 | -$110,268 | -$110,268 |
| 2,500 SS IShares S&P Small Cap | P | 2018-01-01 | 2018-12-27 | $319,682 | $399,970 | -$80,288 | -$80,288 |
| 175,000 US Treasury Note | P | 2018-01-01 | 2018-10-31 | $175,000 | $174,899 | $101 | $101 |
| 6,000 SS Mondelez International | P | 2007-01-01 | 2018-10-24 | $249,768 | $121,361 | $128,407 | $128,407 |
| 3,500 SS Proctor & Gamble | P | 2007-01-01 | 2018-10-24 | $321,005 | $236,278 | $84,727 | $84,727 |
| 3,500 SS Target | P | 2007-01-01 | 2018-10-04 | $297,697 | $140,105 | $157,592 | $157,592 |
| 2 SS PPDR Gold | P | 2014-09-24 | 2018-01-07 | $484 | $467 | $17 | $17 |
| 11,000 SS Vanguard | P | 2017-01-01 | 2018-12-27 | $412,321 | $469,688 | -$57,367 | -$57,367 |
| Capital Gain Distributions | P | 2001-01-01 | 2018-01-01 | $26,543 | $26,543 | $26,543 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,015,626 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$292,229 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (true) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,692 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $24,692 | SubtotalAmt |
| Tax Based On Investment Income | $24,692 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,080 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $18,080 | TotalPaymentsAndCreditsAmt |
| Tax Due | $6,612 | 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 | JHMM PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3256554104 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 West Beauregard Suite 400 | AddressLine1Txt |
| City | San Angelo | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76903 | 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Linda Berry | ||||||
| 2391 Sul Ross | San Angelo | TX | 76901 | Trustee | 1.00 | $0 |
| Terry Mikeska | ||||||
| 1506 Floyd Drive | San Angelo | TX | 76904 | Secretary | 4.00 | $0 |
| Suzanne Campbell | ||||||
| 3801 Millbrook Drive | San Angelo | TX | 76904 | Trustee | 1.00 | $0 |
| Charlie Powell | ||||||
| 36 W Beauregard | San Angelo | TX | 76902 | Trustee | 1.00 | $0 |
| Len Mertz | ||||||
| 1510 S Madison | San Angelo | TX | 76901 | President | 1.00 | $0 |
| Kyle Peavy | ||||||
| P O Box 540 | Graham | TX | 76450 | Trustee | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US Trust | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 989010 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022989010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Fees | ServiceTypeTxt |
| Compensation | $106,299 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,035,955 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,821 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,049,776 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $15,049,776 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $225,747 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,824,029 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $741,201 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $741,201 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,692 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,692 | TotalTaxAmt |
| Distributable Before Adj | $716,509 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $716,509 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $716,509 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $734,491 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $734,491 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $734,491 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $716,509 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $3,137 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,582 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,719 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $734,491 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $716,509 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,982 | RemainingDistriFromCorpusAmt |
| Total Corpus | $22,701 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $22,701 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $3,137 | ExcessFromYear2Amt |
| Excess From Year1 | $1,582 | ExcessFromYear1Amt |
| Excess From Current Year | $17,982 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Art and Eva Camunez Tucker Foundati | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 391 | AddressLine1Txt |
| City | San Angelo | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3256554104 | RecipientPhoneNum |
| Form And Info And Materials | Information package that contians a brief background of the organization and its mission, list of board of directors, if applicable, amount of request, specific information about the purpose, need and use of the requested funds, appropriate budget information, copy of IRS exemption letter and previous year's audited financial statements if available, if not copy of most recent Form 990. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | April 1st for May grants, October 1 for November grants | SubmissionDeadlinesTxt |
| Restrictions On Awards | Must be 501(c)(3) organization. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| San Angelo Museum of Fine Arts | |||||||
| 1 Love Street | San Angelo | TX | 76903 | None | PC | Challenge Matching Grant for Collection Care and Art Circulating Center. | $50,000 |
| San Angelo Symphony | |||||||
| 36 E Twohig | San Angelo | TX | 76903 | None | PC | Funding for March concert. | $22,100 |
| Meals for the Elderly | |||||||
| 310 E Houstn Harte Expwy | San Angelo | TX | 76903 | None | PC | Condensing Unit for Refrigerator/Freezer and 4 Mobile Heated Cabinets. | $20,147 |
| West Texas Boys Ranch | |||||||
| 10223 Boys Ranch Road | San Angelo | TX | 76904 | None | PC | Cottage Repairs Doss and Stevens Cottages. | $11,750 |
| San Angelo DESK Program | |||||||
| 3505 Wildwood Drive | San Angelo | TX | 76904 | None | N/A | School supplies for San Angelo ISD children | $5,000 |
| Angelo Civic Theater | |||||||
| 1936 Sherwood Way | San Angelo | TX | 76901 | None | PC | Season production support | $10,820 |
| St Joseph's Catholic Church | |||||||
| 301 W 17th Street | San Angelo | TX | 76903 | None | NC | Painting Windows and Framework. | $6,585 |
| Boys and Girls Club of San Angelo | |||||||
| PO box 107 | San Angelo | TX | 76902 | None | PC | Kids Cafe nutritional meal program. | $15,000 |
| Fort Concho Nat'l Historic Landmark | |||||||
| 630 S Oakes Street | San Angelo | TX | 76903 | None | PC | Collection Storage Cases. | $10,000 |
| House of Faith | |||||||
| 321 Montecito | San Angelo | TX | 76903 | None | PC | Upkeep, Improvements and AC/Heating Units | $14,204 |
| Carnegie Library of Ballinger | |||||||
| 204 8th Street | Ballinger | TX | 76821 | None | NC | Lighting, Blinds and Elevator Repair | $17,445 |
| Habitat for Humanity San Angelo | |||||||
| 401 N Chadbourne Street | San Angelo | TX | 76903 | None | PC | Construction costs for new home. | $20,000 |
| Sonrisas Therapeutic Riding Inc | |||||||
| PO Box 1093 | San Angelo | TX | 76902 | None | PC | Program support for training, upkeep of horses and facility and instructor education. | $10,000 |
| West Texas Counseling and Guidance | |||||||
| 2542 N Magdalena | San Angelo | TX | 76903 | None | PC | Client assistance to provide reduce fee counseling services and support LOSS program. | $18,000 |
| Angelo Catholic Schools | |||||||
| 20 E Beauregard | San Angelo | TX | 76903 | None | NC | Curriculum support | $7,000 |
| Alcohol and Drug Abuse Council | |||||||
| PO Box 3805 | San Angelo | TX | 76902 | None | PC | Capital Improvements | $300,000 |
| Cathedral Church of the Sacred Hear | |||||||
| 20 East Beauregard | San Angelo | TX | 76901 | None | NC | Music Mentor Program. | $50,000 |
| Eden High School Bulldog Band | |||||||
| PO Box 988 | Eden | TX | 76837 | None | NC | Purchase Musical Instruments | $5,000 |
| Veterans of Foreign Wars Post | |||||||
| 125 S Browning Street | San Angelo | TX | 76903 | None | PC | Replace and repair heating and cooling units. | $40,300 |
| The Bishop Street Bootcamp | |||||||
| PO Box 9 | Knickerbocker | TX | 76939 | None | PC | New construction Bootcamp Ranch. | $10,000 |
| Operation Finally Home | |||||||
| 1659 State Hwy 46 West 115-606 | New Braunfels | TX | 78132 | None | PC | Building home in San Angelo for a veteran. | $50,000 |
| Christoval Volunteer Fire Departmen | |||||||
| PO Box 193 | Christoval | TX | 76935 | None | PC | Tanker Truck for Fire Department. | $15,000 |
| San Angelo Lions Charities Inc | |||||||
| 27 W Concho | San Angelo | TX | 76903 | None | PC | Rennovate 8 Cooking Grills. | $14,640 |
| Western Texas Lions Eye Bank Allian | |||||||
| PO Box 2911 | San Angelo | TX | 76903 | None | PC | EVVA accrediation, inspections training, travel expenses for donor corneas and personel. | $11,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $734,491 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $360,519 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,015,626 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,376,145 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,376,145 | 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 | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $3,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,500 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Coporate Bonds/Bond Funds- US Trust Acct | BondNm |
| EOY Book Value | $1,525,375 | EOYBookValueAmt |
| EOYFMV | $1,682,877 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Common Stock Chevron | $105,937 | $326,370 |
| Equity Stocks | $7,794,785 | $10,593,266 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Cash Mgt Fund - US Trust | AT COST | $797,137 | $798,503 |
| Public REIT | AT COST | ||
| Commodities | AT COST | $115,578 | $121,250 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Accrued Interest | Desc |
| EOY Book Value | $1,115 | EOYBookValueAmt |
| EOYFMV | $1,115 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Bank Charges | $55 | $55 | $55 |
| Miscellaneous | $16 | $16 | $16 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Advice | CategoryTxt |
| Amt | $106,299 | Amt |
| Net Investment Income | $106,299 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $106,299 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Excise Tax | $25,987 | $25,987 | $25,987 |
| Foreign Tax | $5,694 | $5,694 | $5,694 |