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FRAZIER FAMILY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
FRAZIER FAMILY FOUNDATION INC (EIN 83-1952912)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-13
IRS object ID
202523179349102652
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-13T16:45:49-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN994260840PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DOEREN MAYHEWBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12600 NORTH LOOP WEST SUITE 600AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77092ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN831952912EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FRAZIER FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFRAZBusinessNameControlTxt
Phone3613392063PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1807 N UPPER BROADWAY 300AddressLine1Txt
CityCORPUS CHRISTICityNm
State AbbreviationTXStateAbbreviationCd
ZIP78401ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWARREN L FRAZIERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3613392063PhoneNum
Signature2025-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWENJUAN PENGPreparerPersonNm
PTINP01083449PTIN
Phone7137897077PhoneNum
Preparation2025-11-12PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,689,711FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$356,186DividendsRevAndExpnssAmt
Dividends Net Invst Incm$356,186DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$15,735NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,750,264GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$15,735CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$371,921TotalRevAndExpnssAmt
Total Net Invst Incm$371,921TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$170,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$72,500CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$97,500CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,750LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$875LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$875LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$13,395AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$13,395AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$87,512OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$75,380OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$12,132OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$18,571TaxesRevAndExpnssAmt
Taxes Net Invst Incm$14,142TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$24,774OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$7,760OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$17,014OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$316,002TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$184,052TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$127,521TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$159,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$159,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$475,252TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$184,052TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$286,771TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$103,331ExcessRevenueOverExpensesAmt
Net Investment Income$187,869NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$17,369CashBOYAmt
Cash EOY$204,593CashEOYAmt
Cash EOYFMV$204,593CashEOYFMVAmt
Sav And Temp Cash Invst BOY$363,005SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$137,703SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$137,703SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$569,903USGovernmentObligationsBOYAmt
US Government Obligations EOY$541,419USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$531,166USGovtObligationsEOYFMVAmt
Corporate Stock BOY$6,821,693CorporateStockBOYAmt
Corporate Stock EOY$6,537,274CorporateStockEOYAmt
Corporate Stock EOYFMV$7,588,615CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,039,567CorporateBondsBOYAmt
Corporate Bonds EOY$2,262,855CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,164,767CorporateBondsEOYFMVAmt
Other Assets BOY$38,505OtherAssetsBOYAmt
Other Assets EOY$62,867OtherAssetsEOYAmt
Other Assets EOYFMV$62,867OtherAssetsEOYFMVAmt
Total Assets BOY$9,850,042TotalAssetsBOYAmt
Total Assets EOY$9,746,711TotalAssetsEOYAmt
Total Assets EOYFMV$10,689,711TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$9,850,042RetainedEarningBOYAmt
Retained Earning EOY$9,746,711RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,850,042TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,746,711TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,850,042TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,746,711TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,850,042TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$103,331ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$9,746,711SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$9,746,711TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICALLY TRADED SECURITIESPropertyDesc
Gross Sales Price$4,750,264GrossSalesPriceAmt
Cost Or Other Basis$4,734,529CostOrOtherBasisAmt
Gain Or Loss$15,735GainOrLossAmt
Gains Minus Excess Or Losses$15,735GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$15,735CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,611InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,611SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,611TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$15,314EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$15,314TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$12,703OverpaymentAmt
Applied To ES Tax$12,703AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.FRAZIERFF.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1LEAH SCHEXNAYDERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3613392063PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1807 N UPPER BROADWAY 300AddressLine1Txt
CityCORPUS CHRISTICityNm
State AbbreviationTXStateAbbreviationCd
ZIP78401ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WARREN LYNN FRAZIER
807 N UPPER BROADWAYCORPUS CHRISTITX78401PRESIDENT6.90$40,000$0$0
GARRETT LYNN FRAZIER
807 N UPPER BROADWAYCORPUS CHRISTITX78401VICE PRESIDENT6.90$40,000$0$0
DERRICK CHASE FRAZIER
807 N UPPER BROADWAYCORPUS CHRISTITX78401SECRETARY/TREASURER6.90$40,000$0$0
RYAN FRAZIER
807 N UPPER BROADWAYCORPUS CHRISTITX78401OPERATING DIRECTOR, ADV COMMITTEE MEMB15.00$50,000$0$0
PATRICIA FRAZIER
807 N UPPER BROADWAYCORPUS CHRISTITX78401ADVISORY COMMITTEE MEMBER0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MERRILL LYNCHBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 N SHORELINE BLVD 1800 NTAddressLine1Txt
CityCORPUS CHRISTICityNm
State AbbreviationTXStateAbbreviationCd
ZIP78401ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT MANAGEMENTServiceTypeTxt
Compensation$67,292CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,908,111AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$584,811AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,492,922TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,492,922AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$157,394CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,335,528NetVlNoncharitableAssetsAmt
Minimum Investment Return$516,776MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$516,776MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,611TaxBasedOnInvestmentIncomeAmt
Total Tax$2,611TotalTaxAmt
Distributable Before Adj$514,165DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$514,165DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$514,165DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$286,771ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$286,771QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$514,165DistributableAsAdjustedAmt
Undistributed Income PY$205,317UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$286,771QualifyingDistributionsAmt
Applied To Year1$205,317AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$81,454AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$432,711UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWARREN LYNN FRAZIERContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonFRAZIER FAMILY FOUNDATION INC ATTNRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1807 N UPPER BROADWAY SUITE 300AddressLine1Txt
CityCORPUS CHRISTICityNm
State AbbreviationTXStateAbbreviationCd
ZIP78401ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3613390170RecipientPhoneNum
Form And Info And MaterialsTHE APPLICATION FORM IS ONLY AVAILABLE ON THE WEBSITE WWW.FRAZIERFF.ORG DURING THE OPEN APPLICATION PERIOD. SEE THE FAQ SECTION ON THE WEBSITE FOR SPECIFIC INSTRUCTIONS AND ANY INFORMATION OR MATERIALS REQUIRED. HTTPS://WWW.FRAZIERFF.ORG/FAQSFormAndInfoAndMaterialsTxt
Submission DeadlinesSEE THE FAQ SECTION ON THE WEBSITE FOR SUBMISSION DEADLINES. HTTPS://WWW.FRAZIERFF.ORG/FAQSSubmissionDeadlinesTxt
Restrictions On AwardsTHE FOUNDATION PROVIDES GRANTS TO VARIOUS CHARITIES ACTIVELY WORKING IN AREAS OF EDUCATION, MEDICAL, SOCIAL, RELIGIOUS, AND CONSERVATION. GRANTEES MUST BE 501(C)(3) ORGANIZATIONS. WE DO NOT PROVIDE FUNDING TO POLITICAL GROUPS. IN 2025, WE WILL BEGIN TO PROVIDE SCHOLARSHIPS TO INDIVIDUALS AS DESCRIBED ON OUR WEBSITE. SCHOLARSHIP GRANTEES MUST BE LOCATED WITHIN THE TEXAS COASTAL BEND COUNTIES OF ARANSAS, BEE, BROOKS, JIM WELLS, KENEDY, KLEBERG, NUECES, REFUGIO, AND SAN PATRICIO.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVENUEDALLASTX75231N/APCGIFT TO BENEFIT THE AMERICAN HEART ASSOCIATION (AHA) AND ADVANCE ITS NOT-FORPROFIT MISSION TO BE A RELENTLESS FORCE FOR A WORLD OF LONGER, HEALTHIER LIVES.$2,000
BLOOD ORIGINS INC
208 CITIZEN STREETBAY ST LOUISMS39520N/APCGRANT TO SUPPORT CONNECTING THE DOTS FILM PROJECTS OF BLOOD ORIGINS INC. WHOSE MISSION IS TO CONVEY THE TRUTH ABOUT HUNTING AND TO PROMOTE CONSERVATION EFFORTS$35,000
CAMP ARANZAZU INC
5420 FM 1781ROCKPORTTX78382N/APCGRANT TO FUND A FULL WEEK AT CAMP FOR 7 CAMPERS, ENABLING THEM TO IMMERSE THEMSELVES IN THE STUNNING COASTAL ENVIRONMENT ALONG THE TEXAS GULF COAST; NATURE WALKS, WATERFRONT ACTIVITIES, AND OUTDOOR EXPLORATION. CAMP ARANZAZU SUPPORTS CAMPERS OF ALL ABILITIES BY OFFERING SAFE, FULLY ACCESSIBLE OUTDOOR EXPERIENCES, SUBSIDIZING COSTS, AND PARTNERING WITH ORGANIZATIONS TO DELIVER TAILORED PROGRAMMING. IT'S ABOUT INCLUSION, JOY, FRIENDSHIP, AND ENVIRONMENTAL CONNECTION FOR PEOPLE FACING HEALTH OR DISABILITY CHALLENGES.$4,000
CHARITY LEAGUE INC
PO BOX 6757CORPUS CHRISTITX78466N/APCGRANT TO SUPPORT CORPUS CHRISTI LITERACY COUNCIL.$10,000
DRISCOLL CHILDREN'S HOSPITAL
3533 SOUTH ALAMEDA STREETCORPUS CHRISTITX78411N/APCGIFT TO SPONSOR SINGER SONGWRITER SHOWCASE THAT SUPPORTS ADVANCED PEDIATRIC CARE AND VITAL SERVICES FOR CHILDREN TREATED AT DRISCOLL CHILDREN'S HOSPITAL ACROSS SOUTH TEXAS.$1,000
DRISCOLL CHILDREN'S HOSPITAL
3533 SOUTH ALAMEDA STREETCORPUS CHRISTITX78411N/APCGRANT TO SUPPORT CONSTRUCTION AND EQUIPMENT OF NICU.$75,000
DRISCOLL CHILDREN'S HOSPITAL
3533 SOUTH ALAMEDA STREETCORPUS CHRISTITX78411N/APCGIFT TO SPONSOR FIESTA DE LOS NIOS, DRISCOLL CHILDREN'S HOSPITAL'S LARGEST ANNUAL FUNDRAISER, WITH 100% OF PROCEEDS SUPPORTING LIFE-SAVING PEDIATRIC CARE, INCLUDING ADVANCED MEDICAL EQUIPMENT AND ENHANCEMENTS TO THE NICU AND PICU. FUNDS HELP ENSURE THE HOSPITAL REMAINS AT THE FOREFRONT OF CHILDREN'S HEALTHCARE IN SOUTH TEXAS.$1,500
LITTLE MISS KICKBALL INTERNATIONAL INC
PO BOX 8046CORPUS CHRISTITX78401N/APCA YOUTH KICKBALL LEAGUE BASED IN CORPUS CHRISTI, TX, CENTERED AROUND BILL WITT PARK. THE SPONSORSHIP HELP SUPPORT THEIR MISSION OF PROVIDING YOUTH GIRLS WITH OPPORTUNITIES TO DEVELOP SKILLS, SPORTSMANSHIP, AND SELF-CONFIDENCE THROUGH ORGANIZED KICKBALL.$1,500
RONALD MCDONALD HOUSE CHARITIES SOUTH TEXAS
3402 FORT WORTH STCORPUS CHRISTITX78468N/APCGIFT TO SUPPORT RONALD MCDONALD HOUSE CHARITIES OF CORPUS CHRISTI BY FUNDING THE COMFORT, CARE, AND CRITICAL SERVICES PROVIDED TO FAMILIES WITH HOSPITALIZED CHILDREN100% OF PROCEEDS STAY LOCAL TO HELP MEET THEIR NEEDS.$3,000
TEXAS JAZZ FESTIVAL SOCIETY
PO BOX 424CORPUS CHRISTITX78403N/APCSPONSORSHIP OF THE TEXAS JAZZ FESTIVAL WHICH SUPPORTS A FREE, THREE-DAY COMMUNITY EVENT THAT PROMOTES ARTS AND CULTURE BY FUNDING LIVE MUSIC PERFORMANCES, PRODUCTION COSTS, AND PUBLIC ACCESSIBILITY.$5,000
THE JACKI BLACK BRAIN CANCER FOUNDATION
2601 MORGANCORPUS CHRISTITX78405N/APCGIFT TO READY OR NOT FOUNDATION'S LUNCHEON THAT DIRECTLY SUPPORTS PEDIATRIC BRAIN CANCER RESEARCH AND CLINICAL TRIALS.$1,250
WAVES OF IMPACT
326 CAMELOT DROCEANSIDECA92054N/APCGRANT TO SUPPORT GROWTH OF A CAMP IN CORPUS CHRISTI AREA. THIS GRANT SUPPORTS WAVES OF IMPACT'S FREE ADAPTIVE SURF CAMPS IN CORPUS CHRISTI BY FUNDING EQUIPMENT, SAFETY PERSONNEL, AND PROGRAMMING THAT PROVIDE THERAPEUTIC OUTDOOR EXPERIENCES FOR INDIVIDUALS WITH SPECIAL CHALLENGES.$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$159,250TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$356,186ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$15,735ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$371,921ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$371,921TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$13,395Amt
Net Investment Income$13,395NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOME FUNDSBondNm
EOY Book Value$2,262,855EOYBookValueAmt
EOYFMV$2,164,767EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EQUITIES$5,658,601$6,720,298
MUTUAL FUNDS$878,673$868,317

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$541,419USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$531,166USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,750LegalFeesAmt
Net Investment Income$875NetInvestmentIncomeAmt
Disbursements Charitable Prps$875DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACCRUED INVESTMENT INCOME$20,888$24,474$24,474
MISCELLANEOUS RECEIVABLE$17,617$38,393$38,393

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE EXPENSE$4,595$4,595$0
OFFICE EXPENSE$532$20$512
MARKETING EXPENSE$17,370$868$16,502
COMPUTER & INTERNET$2,277$2,277$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT AND ADVISORY FEES$20,220$8,088$12,132
INVESTMENT FEES$67,292$67,292$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID$14,142$14,142$0
EXCISE TAX$4,429$0$0