VALLEY BAPTIST LEGACY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- VALLEY BAPTIST LEGACY FOUNDATION (EIN 74-1936869)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-11
- IRS object ID
- 202543159349101739
- Schema version
- 2024v5.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-11T11:45:52+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 Post Oak Blvd Ste 1500 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | 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 | 741936869 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Valley Baptist Legacy Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VALL | BusinessNameControlTxt |
| Phone | 9563353044 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1267 NORTH STUART PLACE ROAD | AddressLine1Txt |
| City | HARLINGEN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78552 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLY ANDERSON | PersonNm |
| Person Title | FINANCE DIRECTOR | PersonTitleTxt |
| Phone | 9563353044 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Amanda Maya | PreparerPersonNm |
| PTIN | P01067777 | PTIN |
| Phone | 7134994600 | PhoneNum |
| Preparation | 2025-11-15 | 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 | $453,330,670 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $493,786 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $0 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $0 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,207,211 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,207,211 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,367,669 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $125,756,202 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,367,669 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $1,824,137 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$10,128 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $35,892,803 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,564,752 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $500,533 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $156,498 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $323,293 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $395,639 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $58,556 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $336,992 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $148,638 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $18,728 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $129,910 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,655 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $525 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $60,237 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,524 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $52,188 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,105,720 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,105,720 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $96,303 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $501,316 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,272 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $50,445 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $39,363 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $27,880 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,378 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $23,267 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $59,844 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $5,748 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $53,445 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $6,453 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $813 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $4,511 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $646,007 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $369,636 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $247,308 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,590,588 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,733,873 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,221,884 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,862,094 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,735,244 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,452,682 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,733,873 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,957,128 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,559,879 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,830,879 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $141,240 | CashBOYAmt |
| Cash EOY | $157,426 | CashEOYAmt |
| Cash EOYFMV | $157,426 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,816,405 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,092,174 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,092,174 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $25,757 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $22,886 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $22,886 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $20,200,650 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $24,712,302 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $24,712,302 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $241,540,444 | CorporateStockBOYAmt |
| Corporate Stock EOY | $255,238,526 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $255,238,526 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $76,477,952 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $74,158,480 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $74,158,480 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $920,393 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $208,672 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $670,668 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $711,721 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $711,721 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $69,168,721 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $75,263,291 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $75,263,291 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $12,065,660 | OtherAssetsBOYAmt |
| Other Assets EOY | $13,973,864 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $13,973,864 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $429,107,497 | TotalAssetsBOYAmt |
| Total Assets EOY | $453,330,670 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $453,330,670 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $112,862 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $135,735 | AccountsPayableEOYAmt |
| Grants Payable BOY | $8,126,676 | GrantsPayableBOYAmt |
| Grants Payable EOY | $21,304,126 | GrantsPayableEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $1,880,450 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,748,338 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $10,119,988 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,188,199 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $408,030,592 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $417,166,801 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $10,956,917 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $12,975,670 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $418,987,509 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $430,142,471 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $429,107,497 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $453,330,670 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $418,987,509 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,559,879 | ExcessRevenueOverExpensesAmt |
| Other Increases | $15,786,102 | OtherIncreasesAmt |
| Subtotal | $430,213,732 | SubtotalAmt |
| Other Decreases | $71,261 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $430,142,471 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|
| Short-Term - SEE ATTACHMENT D-1 | P | 2024-01-01 | 2024-12-31 | $29,038,681 | $26,702,127 | $2,336,554 | $0 | $2,336,554 |
| Long-Term - SEE ATTACHMENT D-2 | P | 2023-01-01 | 2024-12-31 | $77,801,632 | $65,393,507 | $12,408,125 | $0 | $12,408,125 |
| Long-Term - SEE ATTACHMENT D-3 | P | 2023-01-01 | 2024-12-31 | $18,501,773 | $13,564,165 | $4,937,608 | $0 | $4,937,608 |
| Health Enterprise Partners LP | P | 2023-01-01 | 2024-12-31 | $0 | $258,771 | -$258,771 | $0 | -$258,771 |
| SANTE HEALTH VENTURES I, LP | P | 2023-01-01 | 2024-12-31 | $0 | $3,627 | -$3,627 | $0 | -$3,627 |
| PRISA LP | P | 2023-01-01 | 2024-12-31 | $24,444 | $24,444 | $0 | $24,444 | |
| TIFF PE PARTNERS 2018, LP | P | 2023-01-01 | 2024-12-31 | $1,878 | $1,878 | $0 | $1,878 | |
| TIFF PE PARTNERS 2019, LP | P | 2023-01-01 | 2024-12-31 | $19,626 | -$19,626 | $0 | -$19,626 | |
| TIFF PE PARTNERS 2020, LP | P | 2023-01-01 | 2024-12-31 | $15,066 | $15,066 | $0 | $15,066 | |
| TIFF SPECIAL OPPORTUNITIES FUND III, LP | P | 2023-01-01 | 2024-12-31 | $186,556 | $186,556 | $0 | $186,556 | |
| KKR PRIVATE EQUITY CONGLOMERATE LLC | P | 2023-01-01 | 2024-12-31 | $19,294 | $19,294 | $0 | $19,294 | |
| Health Enterprise Partners LP | P | 2024-01-01 | 2024-12-31 | $1,639 | $0 | $1,639 | $0 | $1,639 |
| TIFF PE PARTNERS 2018, LP | P | 2024-01-01 | 2024-12-31 | $200 | $0 | $200 | $0 | $200 |
| TIFF PE PARTNERS 2019, LP | P | 2024-01-01 | 2024-12-31 | $490 | -$490 | $0 | -$490 | |
| TIFF PE PARTNERS 2020, LP | P | 2024-01-01 | 2024-12-31 | $764 | -$764 | $0 | -$764 | |
| CLAYTON, DUBILIER & RICE FEEDER FUND XII, LP | P | 2024-01-01 | 2024-12-31 | $78,482 | $78,482 | $0 | $78,482 | |
| GAIN ON SALE OF LAPTOPS | P | 2022-01-01 | 2024-01-05 | $50 | $50 | $0 | $50 | |
| GAIN ON SALE OF LAND | P | 2023-01-01 | 2024-06-30 | $340,000 | $678,038 | -$338,038 | $0 | -$338,038 |
| Basis adjustment | $20,911 | -$20,911 | $0 | -$20,911 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,367,669 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $442,449 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $442,449 | SubtotalAmt |
| Tax Based On Investment Income | $442,449 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $406,060 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $45,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $451,060 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,611 | OverpaymentAmt |
| Applied To ES Tax | $8,611 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | 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 | WWW.VBLF.ORG | WebsiteAddressTxt |
| Individual With Books | KIMBERLY ANDERSON | IndividualWithBooksNm |
| Phone | 9563353044 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1267 NORTH STUART PLACE ROAD | AddressLine1Txt |
| City | HARLINGEN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78552 | 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 | Yes (true) | 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 |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 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 |
|---|---|---|---|---|---|---|---|---|
| KIMBERLY ANDERSON | ||||||||
| 1267 NORTH STUART PLACE ROAD | HARLINGEN | TX | 78552 | FINANCE DIRECTOR | 40.00 | $235,369 | $32,033 | $0 |
| ADELA VALDEZ MD | ||||||||
| 1267 NORTH STUART PLACE ROAD | HARLINGEN | TX | 78552 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALICIA NOYOLA ED D | ||||||||
| 1267 NORTH STUART PLACE ROAD | HARLINGEN | TX | 78552 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CARLOS MUNIZ CPA | ||||||||
| 1267 NORTH STUART PLACE ROAD | HARLINGEN | TX | 78552 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CARLOS VARELA | ||||||||
| 1267 NORTH STUART PLACE ROAD | HARLINGEN | TX | 78552 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CYNTHIA BROWN PHD | ||||||||
| 1267 NORTH STUART PLACE ROAD | HARLINGEN | TX | 78552 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DENISE ALMON CPA | ||||||||
| 1267 NORTH STUART PLACE ROAD | HARLINGEN | TX | 78552 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELSA CARDENAS HAGAN ED D | ||||||||
| 1267 NORTH STUART PLACE ROAD | HARLINGEN | TX | 78552 | VICE CHAIRPERSON | 1.00 | $0 | $0 | $0 |
| JAMES CASTILLO MD | ||||||||
| 1267 NORTH STUART PLACE ROAD | HARLINGEN | TX | 78552 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JASON CARTER | ||||||||
| 1267 NORTH STUART PLACE ROAD | HARLINGEN | TX | 78552 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARIANA TUMLINSON | ||||||||
| 1267 NORTH STUART PLACE ROAD | HARLINGEN | TX | 78552 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| REBEKAH BATOT | ||||||||
| 1267 NORTH STUART PLACE ROAD | HARLINGEN | TX | 78552 | CHAIRPERSON | 1.00 | $0 | $0 | $0 |
| STEPHANIE JACKSON DDS | ||||||||
| 1267 NORTH STUART PLACE ROAD | HARLINGEN | TX | 78552 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JUDY QUISENBERRY | ||||||||
| 1267 NORTH STUART PLACE ROAD | HARLINGEN | TX | 78552 | EXECUTIVE DIRECTOR | 40.00 | $265,164 | $26,273 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ALONDRA WILLIS | ||||||||
| 1267 NORTH STUART PLACE ROAD | HARLINGEN | TX | 78552 | GRANTS ASSOCIATE | 40.00 | $75,426 | $17,952 | $0 |
| EVELYN CASTILLEJA GARZA | ||||||||
| 1267 NORTH STUART PLACE ROAD | HARLINGEN | TX | 78552 | SR GRANT SPECIALIST | 40.00 | $77,741 | $13,965 | $0 |
| JUANITA REYES ALMANZA | ||||||||
| 1267 NORTH STUART PLACE ROAD | HARLINGEN | TX | 78552 | ACCOUNTANT & HR PROF | 40.00 | $98,553 | $23,796 | $0 |
| REBECCA JAMES | ||||||||
| 1267 NORTH STUART PLACE ROAD | HARLINGEN | TX | 78552 | PROGRAM ASSISTANT | 40.00 | $58,292 | $21,013 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BANK OF AMERICA PRIVATE BANK | ||||||
| 300 COVENANT STREET | 8TH FLOOR | SAN ANTONIO | TX | 78205 | INVESTMENT BROKER | $774,610 |
| UBS FINANCIAL SERVICES INC | ||||||
| 1100 POYDRAS STREET | STE 900 | NEW ORLEANS | LA | 701630900 | INVESTMENT BROKER | $330,714 |
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 | $436,013,574 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $183,548 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,808,640 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $449,005,762 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $449,005,762 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,735,086 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $442,270,676 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,113,534 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,113,534 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $442,449 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $442,449 | TotalTaxAmt |
| Distributable Before Adj | $21,671,085 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $21,671,085 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $21,671,085 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,957,128 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $24,957,128 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,671,085 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,165,050 | UndistributedIncomePYAmt |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,957,128 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,165,050 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,792,078 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,879,007 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NOT APPLICABLE | ContributingManagerNm |
| Shareholder Manager | NOT APPLICABLE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JUDY QUISENBERRY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1267 N STUART PLACE RD | AddressLine1Txt |
| City | HARLINGEN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78552 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9563353037 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION FORM AVAILABLE ON VALLEY BAPTIST LEGACY FOUNDATION WEBSITE INCLUDE 501(C)(3) DETERMINATION, PROGRAM BUDGET, 2 PRIOR YEAR FINANCIAL STATEMENTS, CURRENT YEAR BUDGET, AUDIT, BUDGET NARRATIVE AND BOARD MEMBER LISTING, IF APPLICABLE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOVEMBER 1, MAY 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST SERVE 4 COUNTIES- CAMERON, HIDALGO, WILLACY & STARR SHOULD BE HEALTHCARE RELATED, 501(C)(3) OR GOVERNMENT ENTITY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Cancer Society Inc | |||||||
| 250 Williams St NW Suite 600 | Atlanta | GA | 30303 | NONE | PC | CHARITABLE | $100,000 |
| ARISE | |||||||
| PO BOX 778 | Alamo | TX | 78516 | NONE | PC | CHARITABLE | $100,000 |
| Austin Community Foundation | |||||||
| 4315 Guadalupe St Suite 300 | Austin | TX | 78751 | NONE | PC | CHARITABLE | $2,500 |
| Big Heroes | |||||||
| 5552 Dockberry Rd | BROWNSVILLE | TX | 78521 | NONE | PC | CHARITABLE | $60,000 |
| Boys & Girls Club of Los Fresnos | |||||||
| 900 N Arroyo Blvd | Los Fresnos | TX | 78566 | NONE | PC | CHARITABLE | $35,000 |
| Brownsville Wellness Coalition | |||||||
| 1 W UNIVERSITY BLVD | BROWNSVILLE | TX | 78520 | NONE | PC | CHARITABLE | $133,400 |
| Buckner Children & Family Services | |||||||
| 700 N Pearl St Suite 1200 | Dallas | TX | 75201 | NONE | PC | CHARITABLE | $100,000 |
| CAMP University | |||||||
| 4200 N Main St | Mcallen | TX | 78504 | NONE | PC | CHARITABLE | $50,000 |
| Cameron County Public Health | |||||||
| 1390 W Expressway 83 | San Benito | TX | 78586 | NONE | GOV | CHARITABLE | $125,000 |
| Capable Kids Foundation | |||||||
| 1201 E Fern Ave Suite B | McAllen | TX | 78501 | NONE | PC | CHARITABLE | $46,785 |
| CATCH Global Foundation | |||||||
| 8000 Centre Park Dr Ste 350 | Austin | TX | 78754 | NONE | PC | CHARITABLE | $75,000 |
| Child Abuse Education Program of South Texas | |||||||
| 2922 EMERALD LAKE DR | Harlingen | TX | 78550 | NONE | PC | 21st Annual Forensic Science Conference | $35,000 |
| Children's Bereavement Center of the Rio Grande Valley Inc | |||||||
| 2302 S 77 Sunshine Strip Suite 202 | Harlingen | TX | 78550 | NONE | PC | CHARITABLE | $399,311 |
| City of Rio Hondo | |||||||
| PO Box 389 121 North Arroyo | Rio Hondo | TX | 78583 | NONE | GOV | HONDO BOAT RAMP | $445,909 |
| Comfort House | |||||||
| 617 Dallas Ave | McAllen | TX | 78501 | NONE | PC | CHARITABLE | $6,400 |
| Connect Humanity | |||||||
| 228 Park Ave S PMB 86156 | New York | NY | 10003 | NONE | PC | CHARITABLE | $201,448 |
| Culture of Life Ministries | |||||||
| 205 S 4th St | HARLINGEN | TX | 78550 | NONE | PC | CHARITABLE | $141,000 |
| Dentists Who Care | |||||||
| 307 E RAILROAD ST STE 112 | WESLACO | TX | 78596 | NONE | PC | CHARITABLE | $55,000 |
| Driscoll Children's Hospital Development Foundation | |||||||
| 3533 S ALAMEDA ST | CORPUS CHRISTI | TX | 78411 | NONE | PC | CHARITABLE | $6,250,000 |
| El Milagro Clinic | |||||||
| 901 Vermont Ave E | McAllen | TX | 78503 | NONE | PC | CHARITABLE | $100,000 |
| Epilepsy Foundation Central & South Texas | |||||||
| 8601 Village Dr Suite 220 | San Antonio | TX | 78217 | NONE | PC | CHARITABLE | $35,000 |
| Evident Change | |||||||
| 717 John Nolen Dr | Madison | WI | 53713 | NONE | PC | CHARITABLE | $50,000 |
| Family Crisis Center | |||||||
| 616 W TAYLOR | HARLINGEN | TX | 78550 | NONE | PC | CHARITABLE | $6,400 |
| Form Communities Inc | |||||||
| 6851 Citizens Pkwy | San Antonio | TX | 78229 | NONE | PC | CHARITABLE | $42,800 |
| Friendship of Women | |||||||
| PO BOX 3112 | BROWNSVILLE | TX | 78523 | NONE | PC | CHARITABLE | $103,400 |
| Good Samaritan Community Services | |||||||
| 1600 Saltillo St | San Antonio | TX | 78207 | NONE | PC | CHARITABLE | $49,952 |
| Harlingen CISD | |||||||
| 407 N 77 Sunshine Strip | Harlingen | TX | 78550 | NONE | GOV | CHARITABLE | $226,200 |
| Harlingen Neighborhood Food Pantry | |||||||
| PO BOX 937 | HARLINGEN | TX | 78551 | NONE | PC | CHARITABLE | $250,000 |
| Healthy Futures of Texas | |||||||
| 2300 W Commerce St Suite 212 | San Antonio | TX | 78207 | NONE | PC | CHARITABLE | $50,000 |
| IDEA Public Schools | |||||||
| 2115 W Pike Blvd | Weslaco | TX | 78596 | NONE | PC | CHARITABLE | $366,159 |
| IDRA (Intercultural Development Research Association) | |||||||
| 5815 Callaghan Rd Suite 101 | San Antonio | TX | 78228 | NONE | PC | CHARITABLE | $145,976 |
| It's Time Texas | |||||||
| 13490 N Highway 183 Suite 120-278 | Austin | TX | 78750 | NONE | PC | CHARITABLE | $345,056 |
| Loaves & Fishes of the RGV | |||||||
| 514 S E St | Harlingen | TX | 78550 | NONE | PC | CHARITABLE | $50,000 |
| Meadows Mental Health Policy Institute | |||||||
| 3003 Swiss Ave | Dallas | TX | 75204 | NONE | PC | CHARITABLE | $700,000 |
| Moody Clinic (Brownsville Society for Crippled Children Incorporated) | |||||||
| 1901 E 22nd St | Brownsville | TX | 78521 | NONE | PC | CHARITABLE | $1,252,469 |
| Planned Parenthood South Texas | |||||||
| 2140 Babcock Rd Suite 201 | San Antonio | TX | 78229 | NONE | PC | CHARITABLE | $100,000 |
| Plaza Amistad | |||||||
| 2102 Remington Ave | Edinburg | TX | 78539 | NONE | PC | CHARITABLE | $300,000 |
| Prevent Blindness Texas | |||||||
| 2180 North Loop W Suite 435 | Houston | TX | 77018 | NONE | PC | CHARITABLE | $25,000 |
| Proyecto Azteca | |||||||
| PO Box 27 | San Juan | TX | 78589 | NONE | PC | CHARITABLE | $50,000 |
| Rio Grande State Center | |||||||
| 1401 S Rangerville Rd | Harlingen | TX | 78552 | NONE | PC | CHARITABLE | $50,000 |
| Rio Grande Valley Long Term Disaster Recovery | |||||||
| PO Box 720114 | McAllen | TX | 78504 | NONE | PC | CHARITABLE | $47,693 |
| Shrink Box Inc | |||||||
| 1400 E Ridge Rd Suite 8 | McAllen | TX | 78503 | NONE | PC | CHARITABLE | $8,000 |
| Sight Savers America | |||||||
| 337 Business Cir | Pelham | AL | 35124 | NONE | PC | CHARITABLE | $50,000 |
| South Texas Afghanistan Iraq Veterans Association | |||||||
| 519 E Madison St | Brownsville | TX | 78520 | NONE | PC | CHARITABLE | $56,400 |
| South Texas Juvenile Diabetes Association | |||||||
| 313 W Nolana Ave | Mcallen | TX | 78504 | NONE | PC | CHARITABLE | $50,000 |
| Su Casa De Esperanza | |||||||
| 1217 W Houston St | San Antonio | TX | 78207 | NONE | PC | CHARITABLE | $50,000 |
| Sustainable Food Center | |||||||
| 2921 E 17th St Bldg C | Austin | TX | 78702 | NONE | PC | CHARITABLE | $50,000 |
| Texas Ramp Project | |||||||
| 13526 George Rd Suite 205 | San Antonio | TX | 78230 | NONE | PC | CHARITABLE | $25,000 |
| The Salvation Army - McAllen | |||||||
| 1600 N 23rd St | McAllen | TX | 78501 | NONE | PC | CHARITABLE | $50,000 |
| Tip of Texas Family Outreach | |||||||
| 455 E Levee St | Brownsville | TX | 78520 | NONE | PC | CHARITABLE | $45,664 |
| Tropical Texas Behavioral Health | |||||||
| 1901 S 24th Ave | Edinburg | TX | 78539 | NONE | PC | Military Veterans Peer Centers (MVPC) | $260,000 |
| TX Children's Hospital | |||||||
| 101 W EXPY 83 | MCALLEN | TX | 78503 | NONE | PC | Vannie Cook Children's Clinic | $100,000 |
| UT Rio Grande Valley | |||||||
| 1201 W University Dr | Edinburg | TX | 78539 | NONE | GOV | CHARITABLE | $10,000,000 |
| Waco Foundation | |||||||
| 1227 N Valley Mills Dr Suite 235 | Waco | TX | 76710 | NONE | PC | Texas Rural Funders Collaborative and fiscal sponsor for The Texas Census Institute | $211,000 |
| 140 MAMMOGRAM ULTRASOUND PROSTHETIC VOUCHERS | |||||||
| C/O 1267 NORTH STUART PLACE ROAD | HARLINGEN | TX | 78552 | NONE | I | PROVIDE MAMMOGRAMS OR BREAST PROSTHETICS | $18,193 |
| 75 NURSING SCHOLARSHIPS RANGING FROM 250-2000 | |||||||
| C/O 1267 NORTH STUART PLACE ROAD | HARLINGEN | TX | 78552 | NONE | I | NURSING SCHOLARSHIP | $41,422 |
| HARPER HILL GLOBAL | |||||||
| PO BOX 121053 | NASHVILLE | TN | 37212 | NONE | PC | TRIUMPH OVER TRAUMA; SUPPLIES, TRAINING, MISC | $11,707 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,735,244 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UT Rio Grande Valley | |||||||
| 1201 W University Dr | Edinburg | TX | 78539 | NONE | GOV | CHARITABLE | $20,000,000 |
| IDRA (Intercultural Development Research Association) | |||||||
| 5815 Callaghan Rd Suite 101 | San Antonio | TX | 78228 | NONE | PC | CHARITABLE | $125,945 |
| City of Port Isabel | |||||||
| 110 W Hickman St | Port Isabel | TX | 78578 | NONE | GOV | CHARITABLE | $500,000 |
| Meadows Mental Health Policy Institute | |||||||
| 3003 Swiss Ave | Dallas | TX | 75204 | NONE | PC | CHARITABLE | $125,000 |
| Moody Clinic | |||||||
| 2302 Post Office St Suite 704 | Galveston | TX | 77550 | NONE | PC | CHARITABLE | $780,795 |
| City of Palmview | |||||||
| 400 W Main St | Palmview | TX | 78572 | NONE | GOV | CHARITABLE | $500,000 |
| Connect Humanity | |||||||
| 228 Park Ave S PMB 86156 | New York | NY | 10003 | NONE | PC | CHARITABLE | $193,968 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $22,225,708 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,207,211 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 26 | ExclusionCd |
| Exclusion | $19,367,669 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | ExclusionExclusionCd |
|---|---|---|---|---|
| MANAGEMENT FEE REVENUE | 541610 | $20,833 | $0 | |
| PARTNERSHIP INCOME | 901101 | -$62,219 | -$10,128 | 1 |
| MISCELLANEOUS REVENUE | $0 | $193 | 1 | |
| Legal Settlement Revenue | $670 | 1 | ||
| Distribution from VBSC | $1,874,788 | 1 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$41,386 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $35,440,403 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,399,017 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MM & NA EVERETT FOUNDATION | ||||||
| 1 | BOA 901 MAIN ST 19TH FLOOR | DALLAS | TX | 75202 | $10,309 | Yes (X) |
| TR UA JOHN O REBER MEM COBALT | ||||||
| 2 | BOA 901 MAIN ST 19TH FLOOR | DALLAS | TX | 75202 | $18,356 | Yes (X) |
| TENET HEALTH - VALLEY HEALTHCARE NETWORK | ||||||
| 3 | PO Box 809074 | DALLAS | TX | 75380 | $40,450 | Yes (X) |
| Billie Jean Wilson Estate (Raymond James Global Account) | ||||||
| 4 | 880 Carillon Parkway | St Petersburg | FL | 33716 | $72,491 | Yes (X) |
| Frank Boggus Management Trust | ||||||
| 5 | PO Box 1111 | Harlingen | TX | 78551 | $50,924 | Yes (X) |
| Lesa Labar death benefit (Lincoln National Life Insurance Co) | ||||||
| 6 | 100 North Greene Street | Greensboro | NC | 27401 | $282,240 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $60,237 | Amt |
| Net Investment Income | $7,524 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $52,188 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Depreciable assets | PropertyDesc |
| Acquired | 2023-01-01 | AcquiredDt |
| Cost Or Other Basis | $920,393 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $192,998 | PriorYearDepreciationAmt |
| Computation Method | VARIOUS | ComputationMethodTxt |
| Life | 7.0 | LifeRt |
| Current Year Expense | $39,363 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS - SEE ATTACHMENT II-4 | $46,651,588 | $46,651,588 |
| BOA - SEE ATTACHMENT II-1 | $27,506,892 | $27,506,892 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS - SEE ATTACHMENT II-2 | $128,098,854 | $128,098,854 |
| BOA - SEE ATTACHMENT II-3 | $127,139,672 | $127,139,672 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $24,712,302 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $24,712,302 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | DEPRECIABLE ASSETS | CategoryOrItemTxt |
| Cost Or Other Basis | $920,393 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $208,672 | AccumulatedDepreciationAmt |
| Book Value | $711,721 | BookValueAmt |
| EOYFMV | $711,721 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UBS - SEE ATTACHMENT II-6 | FMV | $4,384,011 | $4,384,011 |
| BOA - REAL ESTATE - ATTACHMENT II-7 | FMV | $9,557,265 | $9,557,265 |
| BOA - HEDGE FUND: - ATTACHMENT II-8 | FMV | $14,322,322 | $14,322,322 |
| SANTE HEALTH VENTURES | FMV | $2,564,780 | $2,564,780 |
| HEALTH ENTERPRISE PARTNERS | FMV | $116,267 | $116,267 |
| TIFF ABSOLUTE RETURN POOL II | FMV | $8,839,233 | $8,839,233 |
| BLACKSTONE OFFSHORE PE FUND IV | FMV | $10,144,070 | $10,144,070 |
| PRISA LP | FMV | $11,186,465 | $11,186,465 |
| BLACKSTONE TOTAL ALT SLTS V-A | FMV | $3,400,068 | $3,400,068 |
| CANYON DISTRESSED OPP FUND III | FMV | $6,443,446 | $6,443,446 |
| PE BOA HAMILTON LANE | FMV | $2,898,883 | $2,898,883 |
| GENERAL ATLANTIC OPPORTUNITY | FMV | $711,351 | $711,351 |
| OAKTREE OPPORTUNITIES ACCESS FUND XII | FMV | $310,130 | $310,130 |
| CARLYLE AIP SECONDARIES | FMV | $385,000 | $385,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,655 | LegalFeesAmt |
| Disbursements Charitable Prps | $525 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (7 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ENDOWMENT FUNDS | $9,735,805 | $12,339,473 | $12,339,473 |
| RESTRICTED BURIAL PLOT | $925 | $925 | $925 |
| INTEREST RECEIVABLE | $411,067 | $517,215 | $517,215 |
| INSURANCE POLICIES CASH VALUE | $865,700 | $840,833 | $840,833 |
| OTHER RECEIVABLE | $66,904 | $5,612 | $5,612 |
| NOTE RECEIVABLE | $310,259 | $269,806 | $269,806 |
| LAND HELD FOR RESALE | $675,000 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book/Tax Differences | Desc |
| Amt | $71,261 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE AND COMPUTER EXPENSE | $108,177 | $13,681 | $88,275 |
| INSURANCE | $50,867 | $5,365 | $37,199 |
| OTHER EXPENSE | $20,966 | $20,803 | |
| PURCHASED SERVICES | $46,910 | $4,143 | $29,091 |
| PORTFOLIO EXPENSES | $346,447 | $346,447 | |
| GRANT PROGRAM DEVELOPMENT | $72,640 | $71,940 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MANAGEMENT FEE REVENUE | $20,833 | |
| PARTNERSHIP INCOME | -$72,347 | -$10,128 |
| MISCELLANEOUS REVENUE | $193 | |
| Distribution Valley Baptist Service Corporation | $1,874,788 | |
| LEGAL SETTLEMENT REVENUE | $670 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Unrealized Gain (Loss) | $13,767,349 |
| Temp & Perm Net Asset Change | $2,018,753 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY LIABILITIES | Desc |
| BOY Book Value | $1,880,450 | BOYBookValueAmt |
| EOY Book Value | $1,748,338 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| UBS INVESTMENT MGMT FEES | $774,610 | $774,610 | $0 |
| BOA INVESTMENT MGMT FEES | $331,110 | $331,110 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $443,598 | $0 | $0 |
| PAYROLL TAXES | $57,718 | $7,272 | $50,445 |