BARFIELD FAMILY PRIVATE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BARFIELD FAMILY PRIVATE FOUNDATION (EIN 30-0142147)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-29
- IRS object ID
- 202543029349101044
- Schema version
- 2024v5.2
- 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
- Schedule B
- Accounting Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-29T16:18:00-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751793612 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILBERN RAY & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2102 E STATE HIGHWAY 114 SUITE 200 | AddressLine1Txt |
| City | SOUTHLAKE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300142147 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARFIELD FAMILY PRIVATE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARF | BusinessNameControlTxt |
| Phone | 8172819000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 HARWOOD ROAD | AddressLine1Txt |
| City | HURST | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76054 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANDRA ROBERTS | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 8172819000 | PhoneNum |
| Signature | 2025-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENT A RAY | PreparerPersonNm |
| PTIN | P00011037 | PTIN |
| Phone | 8175527661 | PhoneNum |
| Preparation | 2025-10-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,433,036 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $17,065 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,065 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $17,065 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $78,633 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $78,633 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $78,633 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $64,235 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $35,227 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $199,671 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $35,227 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $230,925 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $130,925 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $95,698 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,975 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,975 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,761 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,761 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $11,761 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $662 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $662 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $662 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,398 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,398 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $14,398 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $248,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $248,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $263,148 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,398 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $14,398 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $248,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$32,223 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $116,527 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $81,300 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $385,256 | CashBOYAmt |
| Cash EOY | $311,761 | CashEOYAmt |
| Cash EOYFMV | $311,761 | CashEOYFMVAmt |
| Other Assets BOY | $1,080,738 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,121,275 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,121,275 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,465,994 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,433,036 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,433,036 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,464,994 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,432,036 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,465,994 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,433,036 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,465,994 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,433,036 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,465,994 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$32,223 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,433,771 | SubtotalAmt |
| Other Decreases | $735 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,433,036 | 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 | $11,539 | $13,101 | -$1,562 | -$1,562 |
| PUBLICLY TRADED SECURITIES | P | $172,945 | $151,343 | $21,602 | $21,602 |
| CAPITAL GAINS DIVIDENDS | P | $15,187 | $15,187 | $15,187 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35,227 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,562 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,620 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,620 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,620 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $61 | EsPenaltyAmt |
| Tax Due | $1,681 | TaxDueAmt |
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 | 0 | 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 | SANDRA ROBERTS | IndividualWithBooksNm |
| Phone | 8172819000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 HARWOOD ROAD | AddressLine1Txt |
| City | HURST | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| DUSTIN AUSTIN | ||||||||
| 700 HARWOOD ROAD | HURST | TX | 76053 | PRESIDENT/SECRETARY | 1.00 | $0 | $0 | $0 |
| SANDRA ROBERTS | ||||||||
| 700 HARWOOD ROAD | HURST | TX | 76053 | VICE PRESIDENT/TREASURER | 1.00 | $0 | $0 | $0 |
| KENT A RAY | ||||||||
| 2102 E STATE HWY 114 SUITE 200 | SOUTHLAKE | TX | 76092 | DIRECTOR | 1.00 | $0 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,620 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,620 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $248,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $248,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $417,978 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $199,724 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $150,300 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $98,250 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $223,000 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,089,252 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $248,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $248,750 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,338,002 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $417,978 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $920,024 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $199,724 | ExcessFromYear4Amt |
| Excess From Year3 | $150,300 | ExcessFromYear3Amt |
| Excess From Year2 | $98,250 | ExcessFromYear2Amt |
| Excess From Year1 | $223,000 | ExcessFromYear1Amt |
| Excess From Current Year | $248,750 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SANDRA ROBERTS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 HARWOOD ROAD | AddressLine1Txt |
| City | HURST | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76053 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8172819000 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD INCLUDE: RECIPIENT NAME RECIPIENT ADDRESS COPY OF LETTER OF DETERMINATION OF TAX STATUS FROM IRS AMOUNT OF REQUEST DETAIL PURPOSE OF CONTRIBUTION REQUESTED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFERENCE WILL BE GIVEN TO CHARITABLE ORGANIZATIONS PROVIDING MEDICAL AND RELIGIOUS SERVICES, AND ELIGIBLE EDUCATIONAL INSTITUTIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALDERSGATE ENRICHMENT CENTER | |||||||
| COLORADO SPRINGS CO 80934 | BROWNWOOD | TX | 76804 | NONE | PUBLIC | CARE FOR MENTAL & PHYSICAL DISABLED | $6,500 |
| AMERICAN RED CROSS | |||||||
| 2055 KENDALL DR | DALLAS | TX | 75235 | NONE | PUBLIC | HELP PEOPLE AFFECTED BY DISASTERS | $6,500 |
| COOK CHILDRENS HOSPITAL | |||||||
| 801 7TH AVENUE | FORT WORTH | TX | 76104 | NONE | PUBLIC | MISSIONS | $6,500 |
| COOL SPRINGS CEMETRY | |||||||
| 1801 NORWOOD DR | HURST | TX | 76054 | NONE | PUBLIC | MISSIONS/ BIBLE CHURCH | $3,500 |
| EGBE MEDICAL MISSION INC | |||||||
| 5360 NORTHWEST 20TH TERRACE | FORT LAUDERDALE | FL | 33309 | NONE | PUBLIC | MEDICAL/EDUC OUTREACH TO AFRICA | $10,000 |
| FIRST BAPTIST CHURCH-LOGANSPORT | |||||||
| 507 N FULTON ST | WHARTON | TX | 77488 | NONE | PUBLIC | MISSIONS/ BIBLE CHURCH | $2,250 |
| FIRST BAPTIST CHURCH-SAN SABA | |||||||
| 208 W WALLACE ST | SAN SABA | TX | 76877 | NONE | PUBLIC | MISSIONS/ BIBLE CHURCH | $8,750 |
| HARMONY RIDGE CEMETARY TRUST | |||||||
| COUNTY ROAD 132 | SAN SABA | TX | 76877 | NONE | PUBLIC | MISSIONS | $3,500 |
| HEALTH EDUCATION AND LITERACY PROVIDERS INC | |||||||
| PO BOX 849 | HURST | TX | 76095 | NONE | PUBLIC | MEDICAL/EDUC OUTREACH TO AFRICA | $62,500 |
| MEALS ON WHEELS | |||||||
| 5740 AIRPORT FREEWAY | FORT WORTH | TX | 76117 | NONE | PUBLIC | OPERATIONS SUPPORT | $6,500 |
| OUR DAILY BREAD | |||||||
| P O BOX 2222 | GRAND RAPIDS | MI | 49501 | NONE | PUBLIC | OPERATIONS SUPPORT | $7,500 |
| RANCH HANDS RESCUE | |||||||
| 9477 FORT WORTH DR | DENTON | TX | 76226 | NONE | PUBLIC | OPERATIONS SUPPORT | $2,000 |
| SHADY GROVE BAPTIST CHURCH | |||||||
| 6649 PRECINCT LINE RD | NORTH RICHLAND HILLS | TX | 76182 | NONE | PUBLIC | EDUCATIONAL | $1,750 |
| SHRINERS HOSPITAL | |||||||
| 2900 N ROCKY POINT DRIVE | TAMPA | FL | 33607 | NONE | PUBLIC | OPERATIONS SUPPORT/MISSION | $6,500 |
| SMITHFIELD UNITED METHODIST CHURCH | |||||||
| 6701 SMITHFIELD ROAD | NORTH RICHLAND HILLS | TX | 76180 | NONE | PUBLIC | MISSIONS/BIBLE SCHOOL | $10,000 |
| TARRANT AREA FOOD BANK | |||||||
| 2525 CULLEN ST | FORT WORTH | TX | 76107 | NONE | PUBLIC | OPERATION SUPPORT | $4,500 |
| SAMARITAN PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PUBLIC | DISASTER RELIEF FOR HURRICANE HELEN IN NORTH CAROLINA | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $248,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $17,065 | UnrelatedBusinessTaxblIncmAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 211100 | BusinessCd |
| Unrelated Business Taxbl Incm | $64,235 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $35,227 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $116,527 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $116,527 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN SABA COUNTY TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 HARWOOD ROAD | AddressLine1Txt |
| City | HURST | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & ACCOUNTING | CategoryTxt |
| Amt | $1,975 | Amt |
| Net Investment Income | $1,975 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,975 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PORTFOLIO INVESTMENT-FROST BROKERAGE | Desc |
| BOY Book Value | $1,080,738 | BOYBookValueAmt |
| EOY Book Value | $1,121,275 | EOYBookValueAmt |
| EOYFMV | $1,121,275 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX | Desc |
| Amt | $735 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OPERATING EXPENSES | $493 | $493 | $493 | $0 |
| BANK FEES | $169 | $169 | $169 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $11,761 | Amt |
| Net Investment Income | $11,761 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,761 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |