PARIS LEGACY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PARIS LEGACY FOUNDATION INC (EIN 75-2198726)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-02-18
- IRS object ID
- 201400499349100100
- Schema version
- 2013v3.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-02-18T05:23:23-08:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | McClanahan and Holmes LLP CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 228 Sixth Street SE | AddressLine1 |
| City | Paris | City |
| State | TX | State |
| ZIP Code | 75460 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752198726 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARIS LEGACY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PARI | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1815 | AddressLine1 |
| City | PARIS | City |
| State | TX | State |
| ZIP Code | 75461 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK RAY | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2014-02-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGE STRUVE | PreparerPersonNm |
| PTIN | P00040981 | PTIN |
| Phone | 9037844316 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,070,230 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $158,859 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $158,859 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $158,859 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $232,531 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,633,699 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $232,531 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $8,021 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,996 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,996 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $394,387 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $394,387 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $166,881 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $4,532 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $4,532 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,287 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,287 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $77,225 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $76,316 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $910 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $89,044 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $83,603 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,442 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $416,337 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $416,337 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $505,381 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $83,603 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $421,779 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$110,994 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $310,784 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $166,881 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $272,963 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $323,181 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $323,181 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $3,429 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,535 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,535 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,829,611 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,422,166 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,417,517 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,901,258 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,317,423 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,429,138 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,064,533 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $893,495 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $888,059 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,900 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,900 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,800 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,077,694 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,966,700 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,070,230 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $7,077,694 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,966,700 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,077,694 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,966,700 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,077,694 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,966,700 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,077,694 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$110,994 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,966,700 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,966,700 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| LONG-TERM CAPITAL GAIN DISTRIBUTIONS | P | 2000-01-01 | 2013-06-30 | $74,592 | $74,592 | $74,592 | |
| SETTLEMENT LITIGATION PROCEEDS | P | 2000-01-01 | 2013-06-30 | $630 | $630 | $630 | |
| PUBLICLY TRADED SECURITIES - LONG-TERM | P | 2000-01-01 | 2013-06-30 | $1,585,616 | $149,288 | $149,288 | $1,436,328 |
| PUBLICLY TRADED SECURITIES - SHORT-TERM | P | 2013-01-01 | 2013-06-30 | $972,861 | $8,021 | $8,021 | $964,840 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $232,531 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $8,021 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $338,543 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,440,685 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04550 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $385,243 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,200,388 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05350 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $400,575 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,997,642 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05724 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $382,720 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,500,245 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05888 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $175,445 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,380,968 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.02377 | DistributionYr5Rt |
| Total Distribution | 0.23889 | TotalDistributionRt |
| Average Distribution | 0.04778 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,767,257 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $371,112 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,108 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $374,220 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $421,779 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,108 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,108 | SubtotalAmt |
| Tax Based On Investment Income | $3,108 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,535 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,535 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,427 | OverpaymentAmt |
| Applied To ES Tax | $1,427 | 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 | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | 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 | FRANK RAY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9037845297 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1815 | AddressLine1 |
| City | PARIS | City |
| State | TX | State |
| ZIP Code | 75461 | ZIPCode |
| 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 | false | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BRAD HUTCHISON | ||||||
| 38 1ST NW | PARIS | TX | 75460 | Trustee | 0.00 | $0 |
| E SIMS NORMENT | ||||||
| 790 N COLLEGIATE DR | PARIS | TX | 75460 | Chairman | 0.00 | $0 |
| PHILIP CECIL | ||||||
| PO BOX 919 | PARIS | TX | 75461 | Trustee | 0.00 | $0 |
| BARBARA WILSON | ||||||
| 3110 STACY LANE | PARIS | TX | 75460 | Trustee | 0.00 | $0 |
| CARL CECIL | ||||||
| PO BOX 919 | PARIS | TX | 75460 | Secretary | 0.00 | $0 |
| ROBERT S NORMENT | ||||||
| 805 42ND SE | PARIS | TX | 75462 | Trustee | 0.00 | $0 |
| RICHARD AMIS | ||||||
| PO BOX 370 | PARIS | TX | 75460 | Trustee | 0.00 | $0 |
| FRANK RAY | ||||||
| 228 6TH SE | PARIS | TX | 75460 | Treasurer | 0.00 | $0 |
| GEORGE STRUVE | ||||||
| 228 6TH SE | PARIS | TX | 75460 | Trustee | 0.00 | $0 |
| SAM HOCKER | ||||||
| 5430 LBJ FREEWAY | DALLAS | TX | 75240 | Trustee | 0.00 | $0 |
| BOBBY WALTERS | ||||||
| 445 LAUREL LANE | PARIS | TX | 75460 | Trustee | 0.00 | $0 |
| G BERT STROM MD | ||||||
| 4025 HOLBROOK | PARIS | TX | 75462 | Trustee | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,491,500 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $394,040 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,885,540 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $7,885,540 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $118,283 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,767,257 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $388,363 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $388,363 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,108 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,108 | TotalTaxAmt |
| Distributable Before Adj | $385,255 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $385,255 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $385,255 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $421,779 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $421,779 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,108 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $418,671 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $385,255 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $67,810 | UndistributedIncomePYAmt |
| Qualifying Distributions | $421,779 | QualifyingDistributionsAmt |
| Applied To Year1 | $67,810 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $353,969 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $31,286 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FRANK RAY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1815 | AddressLine1 |
| City | PARIS | City |
| State | TX | State |
| ZIP Code | 75461 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9037845297 | RecipientPhoneNum |
| Form And Info And Materials | INFORMATIONAL LETTER INCLUDING PURPOSE OF ORGANIZATION, AMOUNT REQUESTED AND OTHER PERTINENT DETAILS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GENERALLY LIMITED TO 503(c)(3)ORGANIZATIONS BENEFITTING THE GENERAL HEALTH OF THE COMMUNITY OF LAMAR COUNTY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE KINGS DAUGHTERS | |||||||
| 120 E KAUFMAN | PARIS | TX | 75460 | NONE | N/A | MEDICAL ASSISTANCE | $150,000 |
| CO-MINISTRY | |||||||
| 437 CLARKSVILLE ST | PARIS | TX | 75460 | NONE | N/A | MEDICAL ASSISTANCE | $40,000 |
| PARIS-LAMAR COUNTY HEALTH DEPT | |||||||
| 740 SW 6TH ST | PARIS | TX | 75460 | NONE | N/A | HEALTH SERVICE PROVIDER | $40,484 |
| KIWANIS CLUB OF PARIS | |||||||
| PO BOX 895 | PARIS | TX | 75461 | NONE | N/A | MEDICAL EDUCATION | $10,000 |
| PARIS JR COLLEGE-HEALTH OCCUPATION | |||||||
| 2400 CLARKSVILLE ST | PARIS | TX | 75460 | NONE | N/A | SUPPORT SERVICE CENTER | $60,000 |
| DOWNTOWN FOOD PANTRY | |||||||
| 124 W CHERRY ST | PARIS | TX | 75460 | NONE | N/A | PROPERTY ACQUISITION/FOOD PURCHASE | $84,603 |
| UT HEALTH SCIENCE CENTER - TYLER | |||||||
| 11937 US HIGHWAY 271 | TYLER | TX | 75701 | NONE | N/A | NATIONAL CHILDRENS' STUDY | $1,250 |
| LAMAR COUNTY HUMAN RESOURCES | |||||||
| 1273 19TH NW | PARIS | TX | 75460 | NONE | N/A | MEAL SERVICES | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $416,337 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $158,859 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $232,531 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OIL ROYALTIES | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $2,996 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $394,387 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $394,387 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,532 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,532 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MERRILL LYNCH FUND 542-04030 | BondNm |
| EOY Book Value | $893,495 | EOYBookValueAmt |
| EOYFMV | $888,059 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH FUND 542-07M28 | $1,903,917 | $2,240,463 |
| MERRILL LYNCH FUND 542-04031 | $1,743,470 | $2,287,062 |
| MERRILL LYNCH FUND 542-04032 | $670,036 | $901,613 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,422,166 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,417,517 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ADMINISTRATION FEE | $750 | $750 | |
| BANK CHARGES | $30 | $30 | |
| LIABILITY INSURANCE | $1,675 | $1,675 | |
| MANAGEMENT FEES | $74,633 | $74,633 | |
| MISCELLANEOUS SECURITY FEES | $8 | $8 | |
| OFFICE EXPENSE | $57 | $58 | |
| RENT | $72 | $72 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OIL ROYALTIES | Desc |
| Revenue And Expenses Per Books | $2,996 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,996 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| AD VALOREM TAXES | $172 | $172 |
| FOREIGN TAX WITHHELD | $100 | $100 |
| TAX ON INVESTMENT INCOME | $7,015 | $7,015 |