THE JAMES FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE JAMES FOUNDATION (EIN 75-6306453)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-03-07
- IRS object ID
- 201410669349100101
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-03-07T06:34:53-08:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Layton & Gage CPAS LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 Pine Stree Suite 980 | AddressLine1 |
| City | Abilene | City |
| State | TX | State |
| ZIP Code | 796015118 | 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 | 756306453 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAMES FOUNDATION CHARITABLE TRUST | BusinessNameLine1 |
| Business Name Line2 | ATTN DAN THOMPSON | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 701 | AddressLine1 |
| City | ABILENE | City |
| State | TX | State |
| ZIP Code | 79604 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FIRST FINANCIAL TR ASSET MGT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2014-03-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK LAYTON CPA | PreparerPersonNm |
| PTIN | P00021078 | PTIN |
| Phone | 3256700888 | PhoneNum |
| 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 | $529,397 | 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 | $2,592 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,592 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,592 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $9,511 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,511 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $9,511 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,364 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $125,556 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,364 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $23,422 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $36,467 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,467 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $35,525 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,626 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,626 | CompOfcrDirTrstNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,225 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,225 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,616 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,616 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $188 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $188 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $8,655 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,655 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $24,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $24,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,655 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,655 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,812 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,812 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $35,525 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $760 | CashBOYAmt |
| Cash EOY | $156 | CashEOYAmt |
| Cash EOYFMV | $156 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $14,008 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,246 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,246 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $45,814 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $38,722 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $39,765 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $281,429 | CorporateStockBOYAmt |
| Corporate Stock EOY | $304,550 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $401,828 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $85,498 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $83,647 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $83,402 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $427,509 | TotalAssetsBOYAmt |
| Total Assets EOY | $431,321 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $529,397 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $25,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $25,000 | CapitalStockEOYAmt |
| Retained Earning BOY | $402,509 | RetainedEarningBOYAmt |
| Retained Earning EOY | $406,321 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $427,509 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $431,321 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $427,509 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $431,321 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $427,509 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,812 | ExcessRevenueOverExpensesAmt |
| Subtotal | $431,321 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $431,321 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,364 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $23,422 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $22,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $460,222 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04780 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $22,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $463,929 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04742 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $24,920 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $469,509 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05308 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $21,418 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $425,039 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05039 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $17,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $471,383 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03713 | DistributionYr5Rt |
| Total Distribution | 0.23582 | TotalDistributionRt |
| Average Distribution | 0.04716 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $497,131 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $23,446 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $278 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $23,724 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $24,000 | 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 | $278 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $278 | SubtotalAmt |
| Tax Based On Investment Income | $278 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $522 | OverpaymentAmt |
| Applied To ES Tax | $522 | 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 | FIRST FINANCIAL TR & ASSET MGT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3256277000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 701 | AddressLine1 |
| City | ABILENE | City |
| State | TX | State |
| ZIP Code | 79604 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FIRST FINANCIAL TR ASSET MGT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 701 | AddressLine1 |
| City | ABILENE | City |
| State | TX | State |
| ZIP Code | 79604 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $5,626 | CompensationAmt |
| 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 | $495,117 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,585 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $504,702 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $504,702 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,571 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $497,131 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,857 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,857 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $278 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $278 | TotalTaxAmt |
| Distributable Before Adj | $24,579 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $24,579 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $24,579 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $24,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $278 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $23,722 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,579 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,273 | UndistributedIncomePYAmt |
| Qualifying Distributions | $24,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,273 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,727 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $5,852 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE JAMES FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 701 | AddressLine1 |
| City | ABILENE | City |
| State | TX | State |
| ZIP Code | 79604 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3256277100 | RecipientPhoneNum |
| Form And Info And Materials | INFORMAL LETTER OF REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ABILENE HOPE HAVEN | ||||||
| 801 S TREADAWAY | ABILENE | TX | 79602 | NONE | OPERATIONS | $1,000 |
| MEALS ON WHEELS | ||||||
| 949 MESQUITE ST | ABILENE | TX | 79601 | NONE | OPERATIONS | $2,000 |
| JUNIOR ACHIEVEMENT | ||||||
| 3300 S 14TH STE 204 | ABILENE | TX | 79605 | NONE | OPERATIONS | $1,000 |
| BOBS AKA BREAKFAST ON BEECH STREET | ||||||
| BEECH ST | ABILENE | TX | 79601 | NONE | OPERATIONS | $1,000 |
| NOAH PROJECT | ||||||
| 1636 N 20TH STREET | ABILENE | TX | 79601 | NONE | OPERATIONS | $1,000 |
| BOYS GIRLS CLUB OF ABILENE | ||||||
| 709 N 2ND STREET | ABILENE | TX | 79601 | NONE | OPERATIONS | $1,000 |
| DAY NURSERY OF ABILENE | ||||||
| 650 CEDAR | ABILENE | TX | 79601 | NONE | OPERATIONS | $1,000 |
| UNIVERSITY OF TEXAS EL PASO | ||||||
| 500 WEST UNIVERSITY AVENUE | EL PASO | TX | 79968 | NONE | OPERATIONS | $5,000 |
| SERENITY FOUNDATION OF TEXAS | ||||||
| 1546 N 2ND STREET | ABILENE | TX | 79601 | NONE | OPERATIONS | $1,000 |
| SALVATION ARMY | ||||||
| 1726 BUTTERNUT | ABILENE | TX | 79602 | NONE | OPERATIONS | $1,000 |
| FOOD BANK OF ABILENE | ||||||
| 5505 N 1ST STREET | ABILENE | TX | 79603 | NONE | OPERATIONS | $2,000 |
| HENDRICK MEDICAL CENTER | ||||||
| 1900 PINE STREET | ABILENE | TX | 79601 | NONE | OPERATIONS | $5,000 |
| LOVE AND CARE MINISTRIES | ||||||
| 233 FANNIN STREET | ABILENE | TX | 79603 | NONE | OPERATIONS | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $24,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,592 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,511 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $24,364 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $12,103 | ExclusionAmt |
| Related Or Exempt Function Incm | $24,364 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,467 | 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 | $1,225 | Amt |
| Net Investment Income | $1,225 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE OBLIGATIONS | BondNm |
| EOY Book Value | $83,647 | EOYBookValueAmt |
| EOYFMV | $83,402 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED STOCKS | StockNm |
| EOY Book Value | $304,550 | EOYBookValueAmt |
| EOYFMV | $401,828 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $12,345 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $13,412 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $26,377 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $26,353 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ADMINISTRATIVE EXPENSE | $44 | $44 |
| FOREIGN TAX ON DIVIDENDS | $144 | $144 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 2012 FEDERAL INCOME TAX | $816 | $816 |
| 2013 FEDERAL ES PAYMENTS | $800 | $800 |