BARNES CHARITABLE FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BARNES CHARITABLE FOUNDATION INC (EIN 75-2625727)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-04
- IRS object ID
- 201422169349100602
- Schema version
- 2013v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-04T14:44:36-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742516372 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REYNOLDS & FRANKE PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6836 AUSTIN CENTER BLVD SUITE 250 | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 78731 | 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 | 752625727 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARNES CHARITABLE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARN | BusinessNameControlTxt |
| Phone | 4325507855 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5987 | AddressLine1 |
| City | GRANBURY | City |
| State | TX | State |
| ZIP Code | 76049 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BOB C BARNES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4325507855 | PhoneNum |
| Signature | 2014-08-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD H REYNOLDS | PreparerPersonNm |
| PTIN | P00964479 | PTIN |
| Phone | 5122063141 | PhoneNum |
| Preparation | 2014-06-11 | PreparationDt |
| 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 | $708,023 | 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 | $494 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $494 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,272 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,272 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,884 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,566 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$118 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,766 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $187 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $937 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,425 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,425 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $35,362 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $34,425 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$35,480 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,766 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $344,482 | CashBOYAmt |
| Cash EOY | $216,127 | CashEOYAmt |
| Cash EOYFMV | $216,127 | CashEOYFMVAmt |
| Corporate Stock BOY | $204,349 | CorporateStockBOYAmt |
| Corporate Stock EOY | $297,224 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $491,896 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $548,831 | TotalAssetsBOYAmt |
| Total Assets EOY | $513,351 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $708,023 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $547,831 | RetainedEarningBOYAmt |
| Retained Earning EOY | $512,351 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $548,831 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $513,351 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $548,831 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $513,351 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $548,831 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$35,480 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $513,351 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $513,351 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2009-02-12 | 2013-11-12 | $11,154 | $19,450 | -$8,296 | -$8,296 | |
| CAPITAL GAINS DIVIDENDS | $2,412 | $2,412 | $2,412 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$5,884 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $34,075 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $540,659 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.063025 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $27,200 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $419,205 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064885 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $33,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $465,634 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.071945 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $47,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $460,980 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.103041 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $22,940 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $332,340 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.069026 | DistributionYr5Rt |
| Total Distribution | 0.371922 | TotalDistributionRt |
| Average Distribution | 0.074384 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $646,152 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $48,063 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $58 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $48,121 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $34,425 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $115 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $115 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $115 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $115 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BOB BARNES | IndividualWithBooksNm |
| Phone | 4325507855 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 COVE TIMBER CT | AddressLine1 |
| City | GRANBURY | City |
| State | TX | State |
| ZIP Code | 76049 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BOB BARNES | ||||||||
| PO BOX 12794 | ODESSA | TX | 79768 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| EARLENE BARNES | ||||||||
| PO BOX 12794 | ODESSA | TX | 79768 | VICE PRESIDENT | 0.25 | $0 | $0 | $0 |
| DOROTHY MITCHELL | ||||||||
| PO BOX 12794 | ODESSA | TN | 79768 | SECRETARY | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $424,907 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $231,085 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $655,992 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $655,992 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,840 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $646,152 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,308 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,308 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $115 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $115 | TotalTaxAmt |
| Distributable Before Adj | $32,193 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $32,193 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $32,193 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $34,425 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $34,425 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $34,425 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,193 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $15,607 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $24,615 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,374 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,387 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,226 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $64,209 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $34,425 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $32,193 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,232 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $66,441 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $15,607 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $50,834 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $24,615 | ExcessFromYear4Amt |
| Excess From Year3 | $10,374 | ExcessFromYear3Amt |
| Excess From Year2 | $6,387 | ExcessFromYear2Amt |
| Excess From Year1 | $7,226 | ExcessFromYear1Amt |
| Excess From Current Year | $2,232 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| JUVENILLE DIABETES RESEARCH FOUNDATION | ||||||
| 8700 CROWNHILL BLVD 407 | SAN ANTONIO | TX | 78209 | PC | GENERAL BUDGET | $20,925 |
| KAIROS OUTSIDE | ||||||
| 508 S TEXAS | SHAMROCK | TX | 79079 | PC | GENERAL BUDGET | $450 |
| HARMONY HOME | ||||||
| PO BOX 3087 | ODESSA | TX | 79760 | PC | GENERAL BUDGET | $2,000 |
| ACTON BAPTIST | ||||||
| 3500 FALL CREEK HWY | GRANBURY | TX | 76049 | PC | GENERAL BUDGET | $500 |
| PERMIAN BASIN REHABILITATION CENTER | ||||||
| 620 N ALLEGHANEY | ODESSA | TX | 79761 | PC | GENERAL BUDGET | $5,500 |
| JUNIOR ACHIEVEMENT OF THE COASTAL BEND | ||||||
| 615 N UPPER BROADWAY STE 618 | CORPUS CHRISTI | TX | 78401 | PC | GENERAL BUDGET | $300 |
| LAKESIDE BAPTIST CHURCH | ||||||
| 500 W BLUEBONNET DR | GRANBURY | TX | 76048 | PC | GENERAL BUDGET | $250 |
| MEALS ON WHEELS | ||||||
| 1314 E 5TH ST | ODESSA | TX | 79761 | PC | GENERAL BUDGET | $1,500 |
| ST JUDES TRIBUTE PROGRAM | ||||||
| PO BOX 1000 DEPT 142 | MEMPHIS | TN | 38011 | PC | GENEARL BUDGET | $500 |
| ST LUKE'S METHODIST CHURCH | ||||||
| 1601 E 42ND STREET | ODESSA | TX | 79762 | PC | GENERAL BUDGET | $1,000 |
| MISSION GRANBURY | ||||||
| 501 E MOORE ST | GRANBURY | TX | 76048 | PC | GENERAL BUDGET | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,425 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $494 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,272 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$5,884 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$118 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$118 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 333.000 DUKE ENERGY CORP | $14,154 | $22,980 |
| 1,000.000 FACEBOOK INCORP CLASS A | $20,924 | $54,649 |
| 171.000 INTERCONTINENTAL EXCHANGE GROUP | $17,208 | $38,461 |
| 1,000.000 FOSTER WHEELER AG | $13,955 | $33,001 |
| 2,000.000 ANNALY CAP MGMT INCORP REIT | $33,130 | $19,940 |
| 1,003.000 ALLIANZGI NFJ DIVID INT & PREM | $10,128 | $17,763 |
| 1,000.000 PROSHARES TRUST ULTRA | $29,065 | $102,560 |
| 1,000.000 VANGUARD INDEX FDS MCAP | $43,248 | $90,250 |
| RAYMOND JAMES CASH & CASH ALTERNATIVES | $112,292 | $112,292 |
| FMV ADJUSTMENTS | $3,120 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $187 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |