2019-05-03T09:32:19-07:00 2018-12-31 752736421 JONES HAY MARSCHALL & MCKINNEYPC PO BOX 391 SAN ANGELO TX 769020391 990PF 2018-01-01 752490509 Art and Eva Camunez Tucker Foundation ARTA 3256554104 PO Box 4029 San Angelo TX 76902 Len Mertz President 2019-05-03 true L Scott Barber P00048878 3256554104 2018 2019-02-21 02:37:17Z X 13529144 X X 360519 360519 360519 1015626 4804142 1015626 1376145 1376145 360519 3500 3500 3500 106299 106299 106299 31681 31681 31681 71 71 71 141551 141551 141551 0 734491 734491 876042 141551 141551 734491 500103 1234594 218968 1669 1669 4738 4094 4094 7782097 7900722 10919636 1660128 1525375 1682877 398624 912715 919753 1115 1115 9845587 10345690 13529144 0 X 21000 21000 9824587 10324690 9845587 10345690 9845587 10345690 9845587 500103 10345690 10345690 8,000 SS General Electric P 2009-01-01 2018-05-10 116527 89973 26554 26554 50 SS Alphebet P 2015-05-28 2018-04-30 51646 27692 23954 23954 1,000 SS Intel Coporation P 2009-12-22 2018-04-30 52849 20125 32724 32724 500 SS JP Morgan Chase P 2014-09-24 2018-02-05 56741 30751 25990 25990 500 SS Marsch & Mclennen P 2010-12-21 2018-04-30 41177 13562 27615 27615 1,920 SS Microsoft P 2001-01-01 2018-01-01 186086 53716 132370 132370 4,000 SS Sunoco P 2009-01-01 2018-06-05 211658 112281 99377 99377 2,500 SS Sysco P 2009-02-19 2018-07-27 170594 58937 111657 111657 1,475 SS Texas Instruments P 2001-01-01 2018-01-01 161112 39819 121293 121293 3,000 SS Vanguard All World P 2017-08-18 2018-03-19 163936 153960 9976 9976 3,000 SS Vanguard All World P 2016-12-29 2018-03-19 163936 132447 31489 31489 3,000 SS Weyerhaeuser P 2010-12-28 2018-05-14 109119 70513 38606 38606 2,500 SS T Rowe Price P 2008-12-31 2018-10-04 285903 87470 198433 198433 40,000 Abbott Labs Bond P 2009-06-02 2018-03-22 41058 40466 592 592 75,000 Berkshire Hataway Bond P 2016-02-03 2018-02-09 75000 75567 -567 -567 6,000 SS Habor International P 2011-12-12 2018-05-10 413700 314100 99600 99600 50,000 Target Bond P 2009-06-02 2018-01-15 50000 51751 -1751 -1751 15,000 SS Artisan FDS P 2018-01-01 2018-12-27 457650 569400 -111750 -111750 1,200 SS Goldman Sachs P 2018-01-05 2018-12-27 192950 303218 -110268 -110268 2,500 SS IShares S&P Small Cap P 2018-01-01 2018-12-27 319682 399970 -80288 -80288 175,000 US Treasury Note P 2018-01-01 2018-10-31 175000 174899 101 101 6,000 SS Mondelez International P 2007-01-01 2018-10-24 249768 121361 128407 128407 3,500 SS Proctor & Gamble P 2007-01-01 2018-10-24 321005 236278 84727 84727 3,500 SS Target P 2007-01-01 2018-10-04 297697 140105 157592 157592 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 412321 469688 -57367 -57367 Capital Gain Distributions P 2001-01-01 2018-01-01 26543 26543 26543 1015626 -292229 true 24692 24692 24692 18080 18080 6612 false false false false false false false false true true TX true false false false false true N/A JHMM PC 3256554104 36 West Beauregard Suite 400 San Angelo TX 76903 false false false false false false false false false false false false false false false false false false false false false false false false false false false 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 NONE US Trust PO Box 989010 Boston MA 022989010 Investment Fees 106299 15035955 13821 0 15049776 0 15049776 225747 14824029 741201 741201 24692 24692 716509 716509 716509 734491 734491 734491 716509 3137 1582 4719 734491 0 716509 17982 22701 0 22701 3137 1582 17982 Art and Eva Camunez Tucker Foundati PO Box 391 San Angelo TX 76902 3256554104 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. April 1st for May grants, October 1 for November grants Must be 501(c)(3) organization. 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. 50000 San Angelo Symphony 36 E Twohig San Angelo TX 76903 None PC Funding for March concert. 22100 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. 20147 West Texas Boys Ranch 10223 Boys Ranch Road San Angelo TX 76904 None PC Cottage Repairs Doss and Stevens Cottages. 11750 San Angelo DESK Program 3505 Wildwood Drive San Angelo TX 76904 None N/A School supplies for San Angelo ISD children 5000 Angelo Civic Theater 1936 Sherwood Way San Angelo TX 76901 None PC Season production support 10820 St Joseph's Catholic Church 301 W 17th Street San Angelo TX 76903 None NC Painting Windows and Framework. 6585 Boys and Girls Club of San Angelo PO box 107 San Angelo TX 76902 None PC Kids Cafe nutritional meal program. 15000 Fort Concho Nat'l Historic Landmark 630 S Oakes Street San Angelo TX 76903 None PC Collection Storage Cases. 10000 House of Faith 321 Montecito San Angelo TX 76903 None PC Upkeep, Improvements and AC/Heating Units 14204 Carnegie Library of Ballinger 204 8th Street Ballinger TX 76821 None NC Lighting, Blinds and Elevator Repair 17445 Habitat for Humanity San Angelo 401 N Chadbourne Street San Angelo TX 76903 None PC Construction costs for new home. 20000 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. 10000 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. 18000 Angelo Catholic Schools 20 E Beauregard San Angelo TX 76903 None NC Curriculum support 7000 Alcohol and Drug Abuse Council PO Box 3805 San Angelo TX 76902 None PC Capital Improvements 300000 Cathedral Church of the Sacred Hear 20 East Beauregard San Angelo TX 76901 None NC Music Mentor Program. 50000 Eden High School Bulldog Band PO Box 988 Eden TX 76837 None NC Purchase Musical Instruments 5000 Veterans of Foreign Wars Post 125 S Browning Street San Angelo TX 76903 None PC Replace and repair heating and cooling units. 40300 The Bishop Street Bootcamp PO Box 9 Knickerbocker TX 76939 None PC New construction Bootcamp Ranch. 10000 Operation Finally Home 1659 State Hwy 46 West 115-606 New Braunfels TX 78132 None PC Building home in San Angelo for a veteran. 50000 Christoval Volunteer Fire Departmen PO Box 193 Christoval TX 76935 None PC Tanker Truck for Fire Department. 15000 San Angelo Lions Charities Inc 27 W Concho San Angelo TX 76903 None PC Rennovate 8 Cooking Grills. 14640 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. 11500 734491 14 360519 18 1015626 1376145 1376145 false false false false false false false false false false Accounting 3500 3500 3500 0 Coporate Bonds/Bond Funds- US Trust Acct 1525375 1682877 Common Stock Chevron 105937 326370 Equity Stocks 7794785 10593266 Cash Mgt Fund - US Trust AT COST 797137 798503 Public REIT AT COST Commodities AT COST 115578 121250 Accrued Interest 1115 1115 Bank Charges 55 55 55 Miscellaneous 16 16 16 Investment Advice 106299 106299 106299 0 Excise Tax 25987 25987 25987 Foreign Tax 5694 5694 5694