PARIS LEGACY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PARIS LEGACY FOUNDATION INC (EIN 75-2198726)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-02-08
- IRS object ID
- 201810399349100511
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-08T14:39:21-08:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 750946514 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | McClanahan and Holmes LLP CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 228 Sixth Street SE | AddressLine1Txt |
| City | Paris | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75460 | 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 | 752198726 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARIS LEGACY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PARI | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1815 | AddressLine1Txt |
| City | PARIS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75461 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE STRUVE | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2018-02-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGE STRUVE | PreparerPersonNm |
| PTIN | P00040981 | PTIN |
| Phone | 9037844316 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,215,194 | 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 | $26,157 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26,157 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $26,157 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $174,120 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $174,120 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $174,120 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $231,745 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,819,164 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $231,745 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $51,764 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $51,764 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $483,786 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $483,786 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $200,277 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,088 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,088 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $78,401 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $78,287 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $114 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $82,489 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $80,375 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,114 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $350,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $350,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $432,489 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $80,375 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $352,114 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $51,297 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $403,411 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $200,277 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $682,368 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $642,959 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $642,959 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $8,360 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $13,210 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $13,210 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $407,899 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $417,945 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $415,792 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,721,413 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,739,301 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,780,213 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $340,552 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $350,294 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $357,120 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,900 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,900 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,900 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,166,492 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,169,609 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,215,194 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $7,166,492 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,169,609 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,166,492 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,169,609 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,166,492 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,169,609 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,166,492 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $51,297 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,217,789 | SubtotalAmt |
| Other Decreases | $48,180 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,169,609 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| LONG-TERM CAPITAL GAIN DISTRIBUTIONS | P | 2010-01-01 | 2017-12-31 | $1,340 | $1,340 | $1,340 | |
| PUBLICLY TRADED SECURITIES | P | 2010-01-01 | 2017-12-31 | $1,817,824 | $230,405 | $230,405 | $1,587,419 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $231,745 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $391,333 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,391,312 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05295 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $427,101 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,712,708 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05538 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $405,003 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,007,637 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05058 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $418,671 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,767,257 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05390 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $338,543 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,440,685 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04550 | DistributionYr5Rt |
| Total Distribution | 0.258299 | TotalDistributionRt |
| Average Distribution | 0.051660 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,772,988 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $401,553 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,034 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $405,587 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $352,114 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,068 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,068 | SubtotalAmt |
| Tax Based On Investment Income | $8,068 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,210 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $13,210 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,142 | OverpaymentAmt |
| Applied To ES Tax | $5,142 | AppliedToESTaxAmt |
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 STRUVE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9037844316 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 228 SE SIXTH ST | AddressLine1Txt |
| City | PARIS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75460 | 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 (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BRAD HUTCHISON | ||||||
| 38 1ST NW | PARIS | TX | 75460 | Trustee | 0.00 | $0 |
| E SIMS NORMENT | ||||||
| 790 N COLLEGIATE DR | PARIS | TX | 75460 | Chairman | 0.00 | $0 |
| PHILIP CECIL | ||||||
| PO BOX 919 | PARIS | TX | 75461 | Trustee | 0.00 | $0 |
| BARBARA WILSON | ||||||
| 3110 STACY LANE | PARIS | TX | 75460 | Trustee | 0.00 | $0 |
| CARL CECIL | ||||||
| PO BOX 919 | PARIS | TX | 75460 | Secretary | 0.00 | $0 |
| ROBERT S NORMENT | ||||||
| 805 42ND SE | PARIS | TX | 75462 | Trustee | 0.00 | $0 |
| RICHARD AMIS | ||||||
| PO BOX 370 | PARIS | TX | 75460 | Trustee | 0.00 | $0 |
| DONALD LEWIS | ||||||
| 337 AMHERST RD | PARIS | TX | 75462 | Trustee | 0.00 | $0 |
| GEORGE STRUVE | ||||||
| 228 6TH SE | PARIS | TX | 75460 | Treasurer | 0.00 | $0 |
| BOBBY WALTERS | ||||||
| 445 LAUREL LANE | PARIS | TX | 75460 | Trustee | 0.00 | $0 |
| G BERT STROM MD | ||||||
| 4025 HOLBROOK | PARIS | TX | 75462 | Trustee | 0.00 | $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 | $7,222,075 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $661,483 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,800 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,891,358 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $7,891,358 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $118,370 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,772,988 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $388,649 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $388,649 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,068 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,068 | TotalTaxAmt |
| Distributable Before Adj | $380,581 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $380,581 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $380,581 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $352,114 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $352,114 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $352,114 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $380,581 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $41,947 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $24,445 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $66,392 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $352,114 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $352,114 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $28,467 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $28,467 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $37,925 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $37,925 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $13,480 | ExcessFromYear2Amt |
| Excess From Year1 | $24,445 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GEORGE STRUVE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1815 | AddressLine1Txt |
| City | PARIS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75461 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9037844316 | RecipientPhoneNum |
| Form And Info And Materials | INFORMATIONAL LETTER INCLUDING PURPOSE OF ORGANIZATION, AMOUNT REQUESTED AND OTHER PERTINENT DETAILS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GENERALLY LIMITED TO 503(c)(3)ORGANIZATIONS BENEFITTING THE GENERAL HEALTH OF THE COMMUNITY OF LAMAR COUNTY. | RestrictionsOnAwardsTxt |
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 |
|---|---|---|---|---|---|---|---|
| THE KINGS DAUGHTERS | |||||||
| 120 E KAUFMAN | PARIS | TX | 75460 | NONE | N/A | MEDICAL ASSISTANCE | $130,000 |
| CO-MINISTRY | |||||||
| 437 CLARKSVILLE ST | PARIS | TX | 75460 | NONE | N/A | MEDICAL ASSISTANCE | $40,000 |
| PARIS-LAMAR COUNTY HEALTH DEPT | |||||||
| 740 SW 6TH ST | PARIS | TX | 75460 | NONE | N/A | HEALTH SERVICE PROVIDER | $40,000 |
| PARIS JR COLLEGE-NURSING SCHOOL | |||||||
| 2400 CLARKSVILLE ST | PARIS | TX | 75460 | NONE | N/A | SUPPORT SERVICE CENTER | $50,000 |
| DOWNTOWN FOOD PANTRY | |||||||
| 124 W CHERRY ST | PARIS | TX | 75460 | NONE | N/A | FOOD PURCHASE ASSISTANCE | $50,000 |
| LAMAR COUNTY HUMAN RESOURCES | |||||||
| 1273 19TH NW | PARIS | TX | 75460 | NONE | N/A | MEAL SERVICES | $20,000 |
| PARIS GOOD SAMARITAN CLINIC | |||||||
| 450 SW 4TH STREET | PARIS | TX | 75460 | NONE | N/A | HEALTH CLINIC | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $350,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,157 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $174,120 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $231,745 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OIL ROYALTIES | 15 | $1,963 |
| PARTNERS GROUP K-1 | 14 | $49,801 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $483,786 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $483,786 | 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 | $2,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERS GROUP K-1 COST BASIS ADJUSTMENT | Desc |
| Amt | $48,180 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| BANK CHARGES | $20 | $20 | |
| LIABILITY INSURANCE | $2,004 | $2,004 | |
| MANAGEMENT FEES | $76,283 | $76,283 | |
| P.O. BOX RENTAL | $94 | $94 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OIL ROYALTIES | $1,963 | $1,963 |
| PARTNERS GROUP K-1 | $49,801 | $49,801 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| AD VALOREM TAXES | $71 | $71 |
| FOREIGN TAX WITHHELD | $678 | $678 |
| TAX ON INVESTMENT INCOME | $1,339 | $1,339 |