BERNARD FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BERNARD FOUNDATION (EIN 20-8907660)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-09
- IRS object ID
- 201821299349101522
- Schema version
- 2017v2.2
- 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 Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-09T09:32:59-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-09 | 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 | 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 | $1,470,776 | 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 | $59 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $59 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $45,613 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,599 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,761 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $199,716 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,761 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $50,433 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,419 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $1,784 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,784 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,225 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,225 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $215 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $215 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $212 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $167 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $166 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,603 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,390 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $63,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $63,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $67,603 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,390 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $63,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,170 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,029 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $35,587 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,595 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,595 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $516,218 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $546,197 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $553,081 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $645,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $626,839 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $703,767 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $129,305 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $129,305 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $207,329 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $4 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,326,110 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,308,940 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,470,776 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,326,110 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,308,940 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,326,110 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,308,940 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,326,110 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,308,940 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,326,110 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,170 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,308,940 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,308,940 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 175 GILEAD SCIENCES INC COMMON STOCK | P | 2014-06-25 | 2017-03-10 | $11,729 | $14,481 | -$2,752 | -$2,752 |
| 964 UNILEVER PLC AMER SHS NEW SPON ADR | P | 2000-01-01 | 2017-03-20 | $47,682 | $40,526 | $7,156 | $7,156 |
| 65000 DALLAS TX WTRWKS SWR SYS | P | 2011-08-24 | 2017-10-01 | $65,000 | $65,000 | ||
| 50000 HOUSTON TX HGHR ED FIN | P | 2000-01-01 | 2017-11-15 | $50,000 | $50,000 | ||
| 25000 WHITEHOUSE TEX INDPT SCH B/E | P | 2011-05-11 | 2017-02-15 | $25,000 | $24,948 | $52 | $52 |
| Capital Gain Dividends | $305 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,761 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $64,788 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,370,399 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04728 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $60,458 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,195,213 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05058 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $50,737 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,221,266 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04155 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $50,798 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,031,267 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04926 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $45,815 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,050,982 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04359 | DistributionYr5Rt |
| Total Distribution | 0.232256 | TotalDistributionRt |
| Average Distribution | 0.046451 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,428,525 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $66,356 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $240 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $66,596 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $63,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $481 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $481 | SubtotalAmt |
| Tax Based On Investment Income | $481 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $481 | 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 |
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 | $1,390,064 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,215 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,450,279 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,450,279 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,754 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,428,525 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $71,426 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $71,426 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $481 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $481 | TotalTaxAmt |
| Distributable Before Adj | $70,945 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $70,945 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $70,945 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $63,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $63,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $63,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $70,945 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $62,872 | UndistributedIncomePYAmt |
| Qualifying Distributions | $63,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $62,872 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $128 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $70,817 | 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 |
|---|---|---|---|---|---|---|---|
| ANGELINA COLLEGE | |||||||
| 3500 SOUTH FIRST STREET | LUFKIN | TX | 75904 | NONE | PUBLIC | PROJECT: MEET THE ROADRUNNERS | $1,000 |
| VIRGINIA HISTORICAL SOCIETY | |||||||
| 428 N BOULEVARD | RICHMOND | VA | 23221 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| TFA EDUCATIONAL FUND INC | |||||||
| PO BOX 1488 | LUFKIN | TX | 75902 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 |
| LUFKIN NEIGHBORHOOD STRONG | |||||||
| 105 LOFTON ST | LUFKIN | TX | 75904 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 |
| AMERICAN RED CROSS | |||||||
| 320 E RIECK RD | TYLER | TX | 75703 | NONE | PUBLIC | HURRICANE HARVEY RELIEF | $10,000 |
| FISCH COLLEGE OF PHARMACY AT UT TYL | |||||||
| 3900 UNIVERSITY BLVD | TYLER | TX | 75799 | NONE | PUBLIC | SCHOLARSHIPS | $35,000 |
| AMERICAN FREEDOM MUSEUM | |||||||
| 1051 N HOUSTON ST | BULLARD | TX | 75757 | NONE | public | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $63,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,613 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,761 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $50,433 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $50,433 | 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 | $2,225 | Amt |
| Net Investment Income | $2,225 | 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 | $1,784 | LegalFeesAmt |
| Net Investment Income | $1,784 | 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 |
| EOY Book Value | $4 | EOYBookValueAmt |
| EOYFMV | $4 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| POSTAGE | $166 | $166 |
| ROUNDING | $1 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $215 | Amt |
| Net Investment Income | $215 | 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 | $212 | Amt |