LAVERNE AND THOMAS HOWELL FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LAVERNE AND THOMAS HOWELL FOUNDATION (EIN 46-0501821)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-07
- IRS object ID
- 201801279349101045
- Schema version
- 2017v2.3
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-07T14:54:15-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460501821 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAVERNE & THOMAS HOWELL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAVE | BusinessNameControlTxt |
| Phone | 3618822272 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 802 N CARANCAHUA STE 1500 | AddressLine1Txt |
| City | CORPUS CHRISTI | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTIN C DAVIS | PersonNm |
| Person Title | MANAGING DIRECTOR | PersonTitleTxt |
| Phone | 3618822272 | PhoneNum |
| Signature | 2018-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINE SALCH | PreparerPersonNm |
| PTIN | P00188210 | PTIN |
| Phone | 3618838151 | PhoneNum |
| Preparation | 2018-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,289,377 | 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 | $317,954 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $317,954 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,401,887 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,201,624 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,401,887 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $27,494 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $27,494 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,747,335 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,747,335 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $98,600 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $24,650 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $73,950 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $806 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $806 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,000 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $46,663 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $46,663 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $12,182 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,684 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $387 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $97 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $290 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,240 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,426 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,814 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $175,878 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $92,326 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $76,054 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $602,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $602,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $777,878 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $92,326 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $678,054 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $969,457 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,655,009 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,763 | CashBOYAmt |
| Cash EOY | $19,762 | CashEOYAmt |
| Cash EOYFMV | $19,762 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $398,076 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $564,673 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $564,673 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $9,064 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $7,498 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $7,498 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $10,431,879 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,226,306 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,614,905 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $21,505 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,505 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $14 | OtherAssetsBOYAmt |
| Other Assets EOY | $14 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $82,539 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,848,796 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,818,253 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,289,377 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $10,848,796 | UnrestrictedBOYAmt |
| Unrestricted EOY | $11,818,253 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,848,796 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,818,253 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,848,796 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,818,253 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,848,796 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $969,457 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,818,253 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,818,253 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $247,831 | $246,785 | $1,046 | $1,046 |
| PUBLICLY TRADED SECURITIES | P | $714,173 | $723,450 | -$9,277 | -$9,277 |
| PUBLICLY TRADED SECURITIES | P | $2,077,841 | $829,502 | $1,248,339 | $1,248,339 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,401,887 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,046 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $675,540 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,565,513 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049798 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $683,938 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,846,214 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049395 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $609,133 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,878,345 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043891 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $563,279 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,649,561 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044530 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $541,373 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,438,563 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047329 | DistributionYr5Rt |
| Total Distribution | 0.234943 | TotalDistributionRt |
| Average Distribution | 0.046989 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,525,041 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $682,517 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16,550 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $699,067 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $678,054 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $33,100 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $33,100 | SubtotalAmt |
| Tax Based On Investment Income | $33,100 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,498 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,498 | TotalPaymentsAndCreditsAmt |
| Tax Due | $25,602 | 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 |
| 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 | WWW.HOWELLFOUNDATIONTX.ORG/PUBLIC/ | WebsiteAddressTxt |
| Individual With Books | MARTIN C DAVIS | IndividualWithBooksNm |
| Phone | 3618822272 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 802 N CARANCAHUA STE 1500 | 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| MARTIN C DAVIS | ||||||||
| 802 N CARANCAHUA STE 1500 | CORPUS CHRISTI | TX | 78401 | MANAGING DIR | 8.00 | $46,000 | $0 | $0 |
| GARY B PEARCE | ||||||||
| 5151 FLYNN PARKWAY | CORPUS CHRISTI | TX | 78411 | DIRECTOR | 4.00 | $6,600 | $0 | $0 |
| SANDRA L GARRISON | ||||||||
| 161 HERON OAKS | ROCKPORT | TX | 78382 | MANAGING DIR | 8.00 | $46,000 | $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 | $14,296,802 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $359,576 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $89,857 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,746,235 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $14,746,235 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $221,194 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,525,041 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $726,252 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $726,252 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,100 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,100 | TotalTaxAmt |
| Distributable Before Adj | $693,152 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $693,152 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $693,152 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $678,054 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $678,054 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $678,054 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $693,152 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $601,553 | UndistributedIncomePYAmt |
| Qualifying Distributions | $678,054 | QualifyingDistributionsAmt |
| Applied To Year1 | $601,553 | AppliedToYear1Amt |
| Applied To Current Year | $76,501 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $616,651 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| AIM FOR SUCCESS INC | |||||||||
| 17817 DAVENPORT RD | SUITE 245 | DALLAS | TX | 75252 | UNRELATED | PC | TEEN ABSTINENCE EDUCATION | $10,000 | |
| AMERICAN CANCER SOCIETY | |||||||||
| 4101 S ALAMEDA | CORPUS CHRISTI | TX | 78411 | UNRELATED | PC | PATIENT TRANSPORTATION | $30,000 | ||
| AMERICAN HEART ASSOCIATION COASTAL | |||||||||
| 500 N SHORELINE | CORPUS CHRISTI | TX | 78401 | UNRELATED | PC | COMMUNITY OUTREACH | $10,000 | BEND | |
| ANNAPOLIS CHRISTIAN ACADEMY | |||||||||
| 3875 S STAPLES ST | CORPUS CHRISTI | TX | 78411 | UNRELATED | PC | DIGITAL LIBRARY & COMPUTER | $25,000 | ||
| CASA OF THE COASTAL BEND | |||||||||
| 2602 PRESCOTT ST | CORPUS CHRISTI | TX | 78410 | UNRELATED | PC | MAINTENANCE | $10,000 | ||
| CHRISTUS SPOHN HEALTH SYSTEM | |||||||||
| 600 ELIZABETH ST | CORPUS CHRISTI | TX | 78404 | UNRELATED | PC | CAPITAL CAMPAIGN | $20,000 | FOUNDATION | |
| COASTAL BEND COMMUNITY FOUNDATION | |||||||||
| 600 LEOPARD ST SUITE 171 | CORPUS CHRISTI | TX | 78473 | UNRELATED | PC | COASTAL BEND DAY OF GIVING | $50,000 | ||
| COASTAL BEND FOOD BANK | |||||||||
| 826 KRILL ST | CORPUS CHRISTI | TX | 78408 | UNRELATED | PC | FOOD PRODUCTS | $30,000 | ||
| CORPUS CHRISTI METRO MINISTRIES | |||||||||
| PO BOX 4899 | CORPUS CHRISTI | TX | 78469 | UNRELATED | PC | OPERATING EXPENSES & SCHOLARSHIP | $35,000 | ||
| CORPUS CHRISTI SYMPHONY ORCHESTRA | |||||||||
| 555 N CARANCAHUASTE 410 | CORPUS CHRISTI | TX | 78401 | UNRELATED | PC | OPERATING EXPENSES | $15,000 | ||
| FIRST UNITED METHODIST CHURCH OF CC | |||||||||
| PO BOX 1838 | CORPUS CHRISTI | TX | 78401 | UNRELATED | PC | REPAIRS & MAINTENANCE | $181,000 | ||
| GOOD SAMARITAN RESCUE MISSION | |||||||||
| 210 S ALAMEDA ST | CORPUS CHRISTI | TX | 78401 | UNRELATED | PC | OPERATING EXPENSES | $8,000 | ||
| MARY MCLEOD BETHUNE EARLY CHILD | |||||||||
| 900 KINNEY ST | CORPUS CHRISTI | TX | 78401 | UNRELATED | PC | CHILDCARE | $5,000 | DEVELOPMENT NURSERY INC | |
| METHODIST CHILDREN'S HOME | |||||||||
| 1111 HERRING AVE | WACO | TX | 76708 | UNRELATED | PC | CORPUS CHRISTI OUTREACH PROGRAM | $15,000 | ||
| SALVATION ARMY CORPUS CHRISTI CORPS | |||||||||
| 1802 BUFORD STREET | CORPUS CHRISTI | TX | 78401 | UNRELATED | PC | SHELTER & FOOD PROGRAM | $5,000 | ||
| SAN AUGUSTINE FIRST UNITED | |||||||||
| 205 SOUTH LIBERTY ST | SAN AUGUSTINE | TX | 75792 | UNRELATED | PC | SPRINKLER SYSTEM | $30,000 | METHODIST | |
| SEA CITY WORK CAMP INC | |||||||||
| PO BOX 10449 | CORPUS CHRISTI | TX | 78460 | UNRELATED | PC | HOUSING REHABILITATION | $5,000 | ||
| ST JAMES EPISCOPAL SCHOOL | |||||||||
| 602 S CARANCAHUA ST | CORPUS CHRISTI | TX | 78401 | UNRELATED | PC | SCHOLARSHIPS FOR TUITION | $15,000 | ||
| TENNIS SUCCESS INC | |||||||||
| PO BOX 71647 | CORPUS CHRISTI | TX | 78467 | UNRELATED | PC | TUITION ASSISTANCE | $15,000 | ||
| TEXAS A&M CORPUS CHRISTI | |||||||||
| 6300 OCEAN DRIVE | CORPUS CHRISTI | TX | 78412 | UNRELATED | PC | NURSING SCHOLARSHIPS & DISCRETIONARY | $31,000 | ||
| TIMON'S MINISTRIES | |||||||||
| 10501 SOUTH PADRE ISLAND | CORPUS CHRISTI | TX | 78480 | UNRELATED | PC | OPERATING EXPENSES | $40,000 | ||
| WESLEY COMMUNITY CENTER | |||||||||
| 4015 MACARTHUR ST | CORPUS CHRISTI | TX | 78416 | UNRELATED | PC | CHILDCARE FOR HOMELESS CHILDREN | $7,000 | ||
| WEST SIDE HELPING HAND | |||||||||
| 540 HIAWATHA ST | CORPUS CHRISTI | TX | 78405 | UNRELATED | PC | YOUTH OUTREACH PROGRAM | $10,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $602,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $317,954 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $27,453 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,401,887 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PATRONAGE DIVIDENDS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,747,335 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,747,335 | 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 | SWANK, SALCH & HENDERSON | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $3,000 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt |
|---|---|---|---|---|---|
| FURNITURE | 2003-02-04 | $961 | $961 | S/L | 7.0000 |
| COMPUTER | 2003-02-04 | $2,438 | $2,438 | S/L | 7.0000 |
| COMPUTER FURNITURE | 2003-04-14 | $1,759 | $1,759 | S/L | 7.0000 |
| COMPUTER WIRING | 2003-04-24 | $203 | $203 | S/L | 7.0000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FROST BANK TRUSTEE | StockNm |
| EOY Book Value | $11,226,306 | EOYBookValueAmt |
| EOYFMV | $14,614,905 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $21,505 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $21,505 | AccumulatedDepreciationAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DAVIS, HUTCHINSON, WILKERSON | CategoryTxt |
| Legal Fees | $806 | LegalFeesAmt |
| Net Investment Income | $806 | NetInvestmentIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MINERAL/ROYALTY INTEREST | Desc |
| BOY Book Value | $14 | BOYBookValueAmt |
| EOY Book Value | $14 | EOYBookValueAmt |
| EOYFMV | $82,539 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| DUES & SUBSCRIPTIONS | $725 | $181 | $544 |
| INSURANCE | $750 | $187 | $563 |
| OFFICE SUPPLIES | $600 | $150 | $450 |
| ROYALTY EXPENSES | $11,822 | $11,822 | |
| TELEPHONE | $343 | $86 | $257 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| VARIOUS ROYALTIES | $27,453 | $27,453 |
| PATRONAGE DIVIDENDS | $41 | $41 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $46,663 | Amt |
| Net Investment Income | $46,663 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $4,684 | $4,684 |
| EXCISE TAX | $7,498 |