TIM & SUZANNE WORD FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- TIM & SUZANNE WORD FOUNDATION (EIN 74-2831668)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201713189349102201
- Schema version
- 2016v3.0
- 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
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T14:24:15-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742606559 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AKIN DOHERTY KLEIN & FEUGE PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8610 N New Braunfels Suite 101 | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742831668 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIM & SUZANNE WORD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TIM& | BusinessNameControlTxt |
| Phone | 8306065000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 310330 | AddressLine1Txt |
| City | NEW BRAUNFELS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 781310330 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FORREST WORD | PersonNm |
| Person Title | MANAGER | PersonTitleTxt |
| Phone | 8306065000 | PhoneNum |
| Signature | 2017-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Howard Klein Jr | PreparerPersonNm |
| PTIN | P00024404 | PTIN |
| Phone | 2108291300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.110.76.18 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-09 | IPDt |
| IP Tm | 13:49:54 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 92918FB2AAF5164F5FE792866616298ABC6D363B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $506,407 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $5,537 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,537 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$18,790 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $501,708 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$13,253 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,537 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $150 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $363 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,813 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $77,664 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $77,664 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $81,477 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $77,664 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$94,730 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,537 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $87,093 | CashBOYAmt |
| Sav And Temp Cash Invst EOY | $506,407 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $506,407 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $514,044 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $601,137 | TotalAssetsBOYAmt |
| Total Assets EOY | $506,407 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $506,407 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $601,137 | UnrestrictedBOYAmt |
| Unrestricted EOY | $506,407 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $601,137 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $506,407 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $601,137 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $506,407 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $601,137 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$94,730 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $506,407 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $506,407 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UNTS FT PRFD INC SER 69 | P | 2015-08-25 | 2016-08-18 | $1,799 | $1,735 | $64 | $64 |
| UNTS FT BAL INC SEL PORT SER 47 | P | 2015-09-25 | 2016-09-01 | $1,334 | $1,228 | $106 | $106 |
| PUTNAM EQUITY INCOME FD CL A | P | 2015-12-28 | 2016-11-17 | $24,857 | $23,043 | $1,814 | $1,814 |
| UNTS FT PRFD INC SER 69 | P | 2014-11-25 | 2016-08-18 | $1,217 | $1,148 | $69 | $69 |
| UNTS FT BAL INC SEL PORT SER 47 | P | 2014-11-25 | 2016-09-01 | $1,216 | $1,177 | $39 | $39 |
| NUVEEN PREFERRED SECURITIES INCOME | P | 2015-04-01 | 2016-11-17 | $45 | $57 | -$12 | -$12 |
| PUTNAM EQUITY INCOME FD CL A | P | 2012-03-28 | 2016-11-17 | $88,658 | $84,884 | $3,774 | $3,774 |
| UNTS FT PRFD INC SER 69 | P | 2014-09-05 | 2016-08-18 | $29,414 | $27,699 | $1,715 | $1,715 |
| UNTS FT BAL INC SEL PORT SER 47 | P | 2014-09-14 | 2016-09-01 | $23,519 | $25,308 | -$1,789 | -$1,789 |
| PUTNAM EQUITY INCOME FD CL A | P | 2010-03-26 | 2016-11-17 | $328,634 | $354,219 | -$25,585 | -$25,585 |
| Capital Gains Dividends | P | $1,015 | $1,015 | $1,015 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$18,790 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $550,531 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.014531 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $20,663 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $560,619 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.036857 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $20,310 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $495,248 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041010 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $150 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $449,595 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000334 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $350 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $418,163 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000837 | DistributionYr5Rt |
| Total Distribution | 0.093569 | TotalDistributionRt |
| Average Distribution | 0.018714 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $527,282 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,868 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $55 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $9,923 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $77,664 | 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 | $55 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $55 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $55 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $55 | 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 | 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 | FORREST WORD | IndividualWithBooksNm |
| Phone | 8306065000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1245 RIVER ROAD | AddressLine1Txt |
| City | NEW BRAUNFELS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78130 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| TIMOTHY DEAN WORD | ||||||||
| PO BOX 310330 | NEW BRAUNFELS | TX | 78131 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| SUZANNE ZACHRY WORD | ||||||||
| PO BOX 310330 | NEW BRAUNFELS | TX | 78131 | MANAGER/DIRECTOR | 0.50 | $0 | $0 | $0 |
| TIMOTHY DEAN WORD III | ||||||||
| PO BOX 310330 | NEW BRAUNFELS | TX | 78131 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| FORREST ROARK WORD | ||||||||
| PO BOX 310330 | NEW BRAUNFELS | TX | 78131 | mANAGER/DIRECTOR | 0.50 | $0 | $0 | $0 |
| PATRICK ZACHRY WORD | ||||||||
| PO BOX 310330 | NEW BRAUNFELS | TX | 78131 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| BRYAN CARL WORD | ||||||||
| PO BOX 310330 | NEW BRAUNFELS | TX | 78131 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| AMBER WORD HEISNER | ||||||||
| PO BOX 310330 | NEW BRAUNFELS | TX | 78131 | DIRECTOR | 0.50 | $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 | $397,209 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $138,103 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $535,312 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $535,312 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,030 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $527,282 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,364 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,364 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $55 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $55 | TotalTaxAmt |
| Distributable Before Adj | $26,309 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $26,309 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $26,309 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $77,664 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $77,664 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $55 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $77,609 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $26,309 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $27,164 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Total For Prior Years | $19,673 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $77,664 | QualifyingDistributionsAmt |
| Applied To Year1 | $27,164 | AppliedToYear1Amt |
| Applied To Prior Years | $19,673 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $26,309 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,518 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,518 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,518 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $4,518 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUZANNE ZACHRY WORD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGC OF TEXAS SCHOLARSHIP FUND | |||||||
| 2300 WILSON BLVD SUITE 300 | ARLINGTON | VA | 22201 | NONE | PUBLIC CHARITY | CHARITABLE DONATION TO ASSIST IN ORGANIZATION'S MISSION | $57,214 |
| TEXAS BIOMEDICAL RESEARCH INSTITUTE | |||||||
| 7620 NW LOOP 410 | SAN ANTONIO | TX | 78227 | NONE | PUBLIC CHARITY | CHARITABLE DONATION TO ASSIST IN ORGANIZATION'S MISSION | $3,450 |
| ALAMO HEIGHTS UNITED METHODIST CHURCH | |||||||
| 825 E BASSE RD | SAN ANTONIO | TX | 78209 | NONE | PUBLIC CHARITY | CHARITABLE DONATION TO ASSIST IN ORGANIZATION'S MISSION | $8,000 |
| FRIENDS OF HOSPICE SAN ANTONIO | |||||||
| 4241 WOODCOCK DR | SAN ANTONIO | TX | 78228 | NONE | PUBLIC CHARITY | CHARITABLE DONATION TO ASSIST IN ORGANIZATION'S MISSION | $1,000 |
| TUESDAY MUSICAL CLUB | |||||||
| 3755 N ST MARYS ST | SAN ANTONIO | TX | 78212 | NONE | PUBLIC CHARITY | CHARITABLE DONATION TO ASSIST IN ORGANIZATION'S MISSION | $1,000 |
| SALVATION ARMY OF SAN ANTONIO | |||||||
| 521 W ELMIRA ST | SAN ANTONIO | TX | 78212 | NONE | PUBLIC CHARITY | CHARITABLE DONATION TO ASSIST IN ORGANIZATION'S MISSION | $750 |
| HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | CHARITABLE DONATION TO ASSIST IN ORGANIZATION'S MISSION | $750 |
| NATIONAL PARKINSON'S FOUNDATION | |||||||
| 200 SE 1ST ST 800 | MIAMI | FL | 33131 | NONE | PUBLIC CHARITY | CHARITABLE DONATION TO ASSIST IN ORGANIZATION'S MISSION | $500 |
| MACULAR DEGENERATION RESEARCH | |||||||
| PO BOX 96162 | WASHINGTON | DC | 200906162 | NONE | PUBLIC CHARITY | CHARITABLE DONATION TO ASSIST IN ORGANIZATION'S MISSION | $500 |
| THE BRISCOE WESTERN ART MUSEUM | |||||||
| 210 W MARKET ST | SAN ANTONIO | TX | 78205 | NONE | PUBLIC CHARITY | CHARITABLE DONATION TO ASSIST IN ORGANIZATION'S MISSION | $500 |
| THE SAN ANTONIO SYMPHONY | |||||||
| 711 NAVARRO ST | SAN ANTONIO | TX | 78205 | NONE | PUBLIC CHARITY | CHARITABLE DONATION TO ASSIST IN ORGANIZATION'S MISSION | $2,500 |
| TMI-THE ESPISCOPAL SCHOOL OF TEXAS | |||||||
| 20955 W TEJAS TRAIL | SAN ANTONIO | TX | 78257 | NONE | PUBLIC CHARITY | CHARITABLE DONATION TO ASSIST IN ORGANIZATION'S MISSION | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $77,664 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,537 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,015 | ExclusionAmt |
| Related Or Exempt Function Incm | -$19,805 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,552 | ExclusionAmt |
| Related Or Exempt Function Incm | -$19,805 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$13,253 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | INVESTMENTS EXCHANGED FOR HIGHER INVESTMENT RETURN | RelationshipStatementTxt |
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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | The foundation's manager, Forrest Word, elects under Reg Sec 53.4942(a)-3(d)(2) to treat distributions made in January 2016 (19,500) as made out of undistributed income of 2014 (19,673). Other distributions made in 2016 are to be treated as made out of 2015 undistributed income (27,164) before being made from 2016 undistributed income.The foundation's president and principal donor, Tim Word, had extensive health problems in 2014 and 2015 that prevented the continuation of orderly charitable donations from being made. The foundation has made sufficent qualifying distributions in 2016 to cover undistributed income associate with those past years. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NUVEEN QUALIFIED PFD INCOME FD 1,000 SHARES | $0 | $0 |
| PUTNAM EQUITY INCOME FUND | $0 | $0 |
| PFD INCOME | $0 | $0 |
| BALANCE INCOME | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS MANAGEMENT FEE | CategoryTxt |
| Amt | $150 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $363 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |