WYATT RANCHES FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WYATT RANCHES FOUNDATION (EIN 36-4794505)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-07-06
- IRS object ID
- 201621889349100312
- Schema version
- 2015v2.1
- 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 Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-07-06T16:21:24-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVE 4TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364794505 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Wyatt Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BILLY C WELLS - DIRECTOR | InCareOfNm |
| Business Name Control | WYAT | BusinessNameControlTxt |
| Phone | 7138776704 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o billy wells po drawer 10 | AddressLine1Txt |
| City | realitos | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 783769998 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BILLY C WELLS | PersonNm |
| Person Title | senior accountant | PersonTitleTxt |
| Signature | 2016-07-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Scott Thompsett | PreparerPersonNm |
| PTIN | P00741490 | PTIN |
| Phone | 2125990100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $36,359,917 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $39,766,241 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,058,187 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,057,440 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$116,382 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,929,306 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$338,329 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $15 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $40,369,717 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,057,455 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $101,006 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $101,006 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,031 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,031 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $76,321 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $76,321 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $8,462 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $302 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,717 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,716 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,001 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $201,537 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $80,839 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $110,038 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $342,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $342,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $544,037 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $80,839 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $452,538 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $39,825,680 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $976,616 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $0 | CashBOYAmt |
| Cash EOY | $1,402,225 | CashEOYAmt |
| Cash EOYFMV | $1,402,225 | CashEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $31,125,255 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,125,255 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $361,755 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $361,755 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $3,465,798 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,465,798 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $4,884 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,884 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $0 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,359,917 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,359,917 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning EOY | $36,359,917 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances EOY | $36,359,917 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,359,917 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Revenue Over Expenses | $39,825,680 | ExcessRevenueOverExpensesAmt |
| Subtotal | $39,825,680 | SubtotalAmt |
| Other Decreases | $3,465,763 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $36,359,917 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| ST CAPITAL LOSS | $3,814,803 | $4,075,625 | -$260,822 | -$260,822 |
| LT CAPITAL GAIN | $3,114,503 | $2,966,144 | $148,359 | $148,359 |
| LOSS FROM LP'S | -$3,919 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$116,382 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,491,985 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $39,109,342 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038149 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $33,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,162,489 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.003602 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $116,645 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,240,056 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052072 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $115,957 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,790,881 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064749 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $50,093 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,234,124 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04059 | DistributionYr5Rt |
| Total Distribution | 0.199162 | TotalDistributionRt |
| Average Distribution | 0.039832 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $38,381,648 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,528,818 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,766 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,538,584 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,433,067 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,532 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19,532 | SubtotalAmt |
| Tax Based On Investment Income | $19,532 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $20,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $20,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $437 | EsPenaltyAmt |
| Overpayment | $31 | OverpaymentAmt |
| Applied To ES Tax | $31 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 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 | n/a | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BILLY C WELLS - DIRECTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7138776704 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO DRAWER 10 | AddressLine1Txt |
| City | realitos | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78376 | 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 | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| bradford a wyatt | ||||||||
| c/o billy wells po drawer 10 | realitos | TX | 783769998 | Director | 1.0 | $0 | $0 | $0 |
| steven b wyatt | ||||||||
| c/o billy wells po drawer 10 | realitos | TX | 783769998 | Director | 1.0 | $0 | $0 | $0 |
| billy c wells | ||||||||
| c/o billy wells po drawer 10 | realitos | TX | 783769998 | Director | 1.0 | $52,378 | $0 | $0 |
| don c nelson | ||||||||
| c/o billy wells po drawer 10 | realitos | TX | 783769998 | Director | 1.0 | $48,628 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Merrill Lynch | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 travis st ste 7400 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Inv. advisory fees | ServiceTypeTxt |
| Compensation | $76,321 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $37,052,368 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,908,888 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,884 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,966,140 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $38,966,140 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $584,492 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,381,648 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,919,082 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,919,082 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,532 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,532 | TotalTaxAmt |
| Distributable Before Adj | $1,899,550 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,899,550 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,899,550 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $452,538 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $980,529 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,433,067 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,433,067 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,899,550 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $886,201 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Qualifying Distributions | $1,433,067 | QualifyingDistributionsAmt |
| Applied To Year1 | $886,201 | AppliedToYear1Amt |
| Applied To Current Year | $546,866 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,352,684 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| houston livestock show and rodeo | |||||||
| 3 reliant pkwy | houston | TX | 77054 | none | PC | general | $46,500 |
| Linn-San manuel Community improvement corporation | |||||||
| po box 345 | linn | TX | 78563 | none | PC | general | $3,000 |
| alzheimer's association | |||||||
| 2242 W Holcombe blvd | houston | TX | 77030 | none | PC | general | $2,000 |
| benavides fire deparment | |||||||
| 108 s depot st | benavides | TX | 78341 | none | PC | general | $6,000 |
| The posse foundation inc | |||||||
| 14 wall street suite 8a-60 | new york | NY | 10005 | none | PC | general | $100,000 |
| child advocatesinc | |||||||
| 2401 protsmouth st no 210 | houston | TX | 77098 | none | PC | general | $100,000 |
| methodist hospital | |||||||
| 6565 Fannin Street | Houston | TX | 77030 | none | PC | general | $75,000 |
| 100 Women strong | |||||||
| PO box 9025 | benton harbor | MI | 49022 | none | PC | general | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $342,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $747 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,057,440 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$116,382 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| ORDINARY INCOME FROM LP INVESTMENTS | 525990 | -$337,622 | 01 | $499 |
| PORTFOLIO INCOME FROM LP INVESTMENTS | 525990 | -$722 | 01 | -$523 |
| ROYALTY INCOME | 525990 | 01 | $39 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$337,597 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $941,073 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $603,476 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Tasajillo Charitable Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 10 | AddressLine1Txt |
| City | Realitos | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78376 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $39,766,241 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANT THORNTON | $11,100 | $2,500 | $6,100 |
| CARR, RIGGS & INGRAM | $1,931 | $1,931 |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTERNATIVE INVESTMENTS | $1,511,328 | $1,511,328 |
| LIMITED PARTNERSHIPS | $1,954,470 | $1,954,470 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST | Desc |
| EOY Book Value | $4,884 | EOYBookValueAmt |
| EOYFMV | $4,884 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CHECKS WRITTEN BUT NOT CASHED | $116,000 |
| CHANGE IN UNREALIZED LOSSES ON | $3,349,763 |
| INVESTMENTS | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| POSTAGE | $348 | $348 | |
| SECRETARY OF STATE FEES | $4 | $4 | |
| LIMITED PARTNERSHIP EXPENSES | $1,716 | $1,716 | |
| PAYROLL PROCESSING FEES | $649 | $649 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Ordinary income from LP's | -$337,123 | $499 |
| portfolio income from lp's | -$1,245 | -$523 |
| royalty income | $39 | $39 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MERRILL LYNCH | ||
| INVESTMENT ADVISORY FEES | $76,321 | $76,321 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $8,109 | |
| FOREIGN TAXES | $302 | $302 |
| TEXAS FRANCHISE TAX | $51 |