THE JAMES AND EVA MAYER FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE JAMES AND EVA MAYER FOUNDATION (EIN 75-6360908)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201841349349103824
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T16:25:58-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401A W 5TH ST | AddressLine1Txt |
| City | PLAINVIEW | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 790727830 | 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 | 756360908 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAMES AND EVA MAYER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 8062966304 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 328 | AddressLine1Txt |
| City | PLAINVIEW | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 790730328 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID WILDER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8062966304 | PhoneNum |
| Signature | 2018-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BLAINE SMITH CPA | PreparerPersonNm |
| PTIN | P00230721 | PTIN |
| Phone | 8062934158 | PhoneNum |
| Preparation | 2018-05-09 | 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 | $3,980,097 | 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 | $134 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $134 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $115,856 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $115,856 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,446 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,741,841 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,446 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $129,436 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $129,436 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $71,100 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $35,550 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $35,550 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,960 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,960 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,393 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $130 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $884 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $884 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $276 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $276 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,514 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $114 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,400 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $79,127 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,794 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,070 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $203,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $203,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $282,627 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,794 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $245,570 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$153,191 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $93,642 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $180,906 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $150,607 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $150,607 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,581 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,318 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,318 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,876,130 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,253,179 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,277,095 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,519,581 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,818,912 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,872,899 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $502,044 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $704,035 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $678,178 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,081,242 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,928,051 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,980,097 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,442,649 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,442,649 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,638,593 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,485,402 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,081,242 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,928,051 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,081,242 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,928,051 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,081,242 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$153,191 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,928,051 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,928,051 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICALY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $4,741,841 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,728,395 | CostOrOtherBasisAmt |
| Gain Or Loss | $13,446 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $13,446 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,446 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $224,837 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,995,680 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056270 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $224,169 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,319,285 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051900 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $228,893 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,712,087 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048576 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $252,239 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,589,817 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054956 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $210,740 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,637,038 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045447 | DistributionYr5Rt |
| Total Distribution | 0.257149 | TotalDistributionRt |
| Average Distribution | 0.051430 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,002,468 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $205,847 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $936 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $206,783 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $245,570 | 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 | $936 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $936 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $936 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,318 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,318 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $382 | OverpaymentAmt |
| Applied To ES Tax | $382 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID WILDER | IndividualWithBooksNm |
| Phone | 8062918100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3019 W 7TH ST | AddressLine1Txt |
| City | PLAINVIEW | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79072 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| RUDD F OWEN | ||||||||
| PO BOX 328 | PLAINVIEW | TX | 790730328 | TRUSTEE | 8.00 | $23,700 | $0 | $0 |
| PAUL LYLE | ||||||||
| 3603 W 11TH ST | PLAINVIEW | TX | 79072 | TRUSTEE | 8.00 | $23,700 | $0 | $0 |
| DAVID WILDER | ||||||||
| PO BOX 488 | PLAINVIEW | TX | 790730488 | TRUSTEE | 8.00 | $23,700 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,730,780 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $331,321 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,318 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,063,419 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,063,419 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $60,951 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,002,468 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $200,123 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $200,123 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $936 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $936 | TotalTaxAmt |
| Distributable Before Adj | $199,187 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $199,187 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $199,187 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $245,570 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $245,570 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $936 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $244,634 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $199,187 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $141,474 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $245,570 | QualifyingDistributionsAmt |
| Applied To Year1 | $141,474 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $104,096 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $95,091 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FOUNDATION MANAGER CO OWEN VOSS OWE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 328 | AddressLine1Txt |
| City | PLAINVIEW | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 790730328 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8062966304 | RecipientPhoneNum |
| Form And Info And Materials | REQUESTS FOR GRANTS SHOULD BE IN WRITING ADDRESSED TO THE TRUSTEES OF THE JAMES AND EVA MAYER FOUNDATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE MADE TO ORGANIZATIONS OPERATED FOR RELIGIOUS, CHARITABLE, EDUCATIONAL, LITERARY OR SCIENTIFIC PURPOSES, NO PART OF THE ACTIVITIES OF WHICH IS CARRING ON PROPAGANDA, OR ATTEMPTING TO INFLUENCE LEGISLATION OR THE ELECTION OF PUBLIC OFFICIALS, AND ARE MADE ONLY FOR USE WITHIN THE UNITED STATES OR ITS POSSESSIONS. RECIPIENT ORGANIZATIONS MUST BE EXEMPT FROM TAXATION UNDER THE INTERNAL REVENUE CODE OF THE UNITED STATES. THE TRUSTEES DETERMINE TO WHOM AND IN WHAT AMOUNTS AND AT WHAT TIMES AND UNDER WHAT CONDITIONS GRANTS ARE MADE. REQUESTS FOR GRANTS SHOULD BE BRIEF, AND SHOULD STATE THE NATURE AND BRIEF HISTORY OF THE ORGANIZATION; DECLARE THAT IT IS A QUALIFIED RECIPIENT AS DEFINED ABOVE AND BE PREPARED TO FURNISH EVIDENCE THEREOF; DEFINE THE NEED, AMOUNT, INTENDED USE AND TIMING OF THE REQUEST, AND PUBLIC RECOGNITION GIVEN TO THE FOUNDATION. THE TRUSTEES FAVOR REQUESTS WHICH WILL COMPLETELY MEET THE PARTICULAR NEED, NOT SUPPORT THE OPERATING BUDGET OR OTHER FUNDRAISING. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COVENANT HEALTH FOUNDATION | |||||||
| 3623 22ND PLACE | LUBBOCK | TX | 79410 | N/A | PUBLIC | ADDITION & REMODELING AT PLAINVIEW HOSPITAL | $100,000 |
| CROSSVIEW CAMP | |||||||
| PO BOX 288 | DICKENS | TX | 79229 | N/A | PUBLIC | REMODEL CAMP DORMITORIES | $34,000 |
| HIGH PLAINS FOOD BANK | |||||||
| 815 S ROSS | AMARILLO | TX | 79120 | N/A | PUBLIC | KIDS CAFE KITCHEN LANDSCAPE | $10,000 |
| PLAINVIEW CHRISTIAN ACADEMY | |||||||
| 310 S ENNIS ST | PLAINVIEW | TX | 79072 | N/A | PUBLIC | GYMNASIUM FLOORING | $21,000 |
| SALVATION ARMY | |||||||
| PO BOX 172 | PLAINVIEW | TX | 79072 | N/A | PUBLIC | PURCHASE VAN | $38,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $203,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $134 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $115,856 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,446 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $129,436 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $129,436 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DAVIS KINARD & CO, PC | CategoryTxt |
| Amt | $1,960 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,960 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (15 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 100,000 UNITED PARCEL SERVICE | $98,875 | $142,954 |
| 100,000 JOHN HANCOCK LIFE INS NOTE | $100,000 | $109,947 |
| 500 SHS TENN VALLEY AUTH VAR % | $13,287 | $12,550 |
| 500 SHS TENN VALLEY AUTH 3.955% | $13,171 | $12,500 |
| 200,000 KROGER CO SR UNSECURED | $201,839 | $201,914 |
| 200,000 EBAY | $198,795 | $201,964 |
| 100,000 MOTOROLA SR UNSECURED | $101,010 | $101,495 |
| 250,000 QUALCOMM INC SR UNSECURED | $248,498 | $250,195 |
| 250,000 CAMPBELL SOUP CO SR UNSECURED | $242,295 | $247,225 |
| 4,000 SHS PUBLIC STORAGE | $103,295 | $100,840 |
| 100,000 DR PEPPER SNAPPLE GROUP SR UNSEC | $100,808 | $99,212 |
| 100,000 EBAY INC SR UNSEC 2.6% | $97,708 | $99,085 |
| 100,000 JOHNSON & JOHNSON SR UNSECURED | $100,008 | $98,988 |
| 100,000 MICROSOFT CORP SR UNSECURED | $99,639 | $97,125 |
| 100,000 BANK OF NY MELLON CORP TERM NOTE | $99,684 | $96,905 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,000 SHS CHEVRON CORP | $110,344 | $125,190 |
| 1,000 SHS APPLE INC | $158,338 | $169,230 |
| 2,000 SHS AT&T | $78,668 | $77,760 |
| 1,000 SHS MICROSOFT CORP | $86,538 | $85,540 |
| 2,000 SHS STARBUCKS CORP | $117,348 | $114,860 |
| 500 SHS ALTRIA GROUP INC | $33,161 | $35,705 |
| 1,000 SHS BLUE BUFFALO PET PRODUCTS INC | $32,138 | $32,790 |
| 1,000 SHS CATERPILLAR INC | $156,151 | $157,580 |
| 500 SHS COCA-COLA COMPANY | $23,079 | $22,940 |
| 2,000 SHS DOWDUPONT INC | $144,895 | $142,440 |
| 500 SHS ELI LILLY & CO | $41,405 | $42,230 |
| 1,000 SHS GENUINE PARTS CO | $88,054 | $95,010 |
| 500 SHS INTEL CORP | $22,736 | $23,080 |
| 1,000 SHS MICRON TECHNOLOGY INC | $49,873 | $41,120 |
| 1,000 SHS SCHLUMBERGER LTD | $68,705 | $67,390 |
| 1,000 SHS TAPESTRY INC | $41,746 | $44,230 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 7,432.558 SHS TEMPLETON GLOBAL BOND FUND | AT COST | $102,069 | $88,596 |
| 3,666 PITNEY BOWES INC | AT COST | $100,981 | $89,414 |
| 3,935 CAPITAL ONE FIN CORP | AT COST | $100,977 | $103,018 |
| 200,000 COMENITY BANK CD | AT COST | $200,008 | $197,968 |
| 100,000 CAPITAL ONE NA CD | AT COST | $100,000 | $99,683 |
| 100,000 DISCOVER BANK CD | AT COST | $100,000 | $99,499 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $950 | $0 | $950 |
| OUTSIDE SERVICES | $2,450 | $0 | $2,450 |
| ACCRUED INTEREST PURCHSED | $114 | $114 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $1,263 | $0 | $0 |
| FOREIGN TAX PAID | $130 | $130 | $0 |