WAXAHACHIE FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WAXAHACHIE FOUNDATION INC (EIN 75-6085367)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201431359349102323
- 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
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T15:26:57-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT & WEEDON CPAS PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 617 FERRIS AVENUE | AddressLine1 |
| City | WAXAHACHIE | City |
| State | TX | State |
| ZIP Code | 751653000 | 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 | 756085367 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAXAHACHIE FOUNDATION INC | BusinessNameLine1 |
| Business Name Line2 | WAXAHACHIE FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WAXA | BusinessNameControlTxt |
| Phone | 9728257092 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 976 | AddressLine1 |
| City | WAXAHACHIE | City |
| State | TX | State |
| ZIP Code | 75168 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JERRY L CHAPMAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9728257092 | PhoneNum |
| Signature | 2014-05-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARTHA K WEEDON | PreparerPersonNm |
| PTIN | P00184099 | PTIN |
| Phone | 9729231590 | PhoneNum |
| Preparation | 2014-05-15 | 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 | $2,219,044 | 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 | $82,675 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,622 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,622 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,622 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $52,569 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,247 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $52,569 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $26,909 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $193,848 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,640 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,873 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $16 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $3,873 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $167,648 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,525 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $58,064 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $850 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,383 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,383 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $191 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $191 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,424 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,424 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $76,290 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $76,290 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $78,714 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,424 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $76,290 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $88,934 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,101 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $58,064 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,508 | CashBOYAmt |
| Cash EOY | $82,877 | CashEOYAmt |
| Cash EOYFMV | $82,877 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $19,350 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $58,360 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $58,360 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,483,924 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,755,271 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,077,102 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $199,400 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $162,796 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $705 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,730,182 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,059,304 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,219,044 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $15,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $15,000 | CapitalStockEOYAmt |
| Retained Earning BOY | $1,715,182 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,044,304 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,730,182 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,059,304 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,730,182 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,059,304 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,730,182 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $88,934 | ExcessRevenueOverExpensesAmt |
| Other Increases | $240,188 | OtherIncreasesAmt |
| Subtotal | $2,059,304 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,059,304 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,640 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $72,441 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,720,973 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042093 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $65,340 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,663,051 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039289 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $70,820 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,554,305 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045564 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $72,066 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,284,703 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056095 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $105,436 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,790,300 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058893 | DistributionYr5Rt |
| Total Distribution | 0.241934 | TotalDistributionRt |
| Average Distribution | 0.048387 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,000,627 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $96,804 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $471 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $97,275 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $76,290 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $942 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $942 | SubtotalAmt |
| Tax Based On Investment Income | $942 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $21 | EsPenaltyAmt |
| Tax Due | $963 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| 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 |
| Individual With Books | JERRY CHAPMAN | IndividualWithBooksNm |
| Phone | 9729384300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 E MARVIN | AddressLine1 |
| City | WAXAHACHIE | City |
| State | TX | State |
| ZIP Code | 75165 | 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 |
| 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 (13 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 |
|---|---|---|---|---|---|---|---|---|
| MICHELLE BURKS | ||||||||
| 143 LAKESHORE DRIVE | WAXAHACHIE | TX | 75165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PAT MERRILL | ||||||||
| 227 LAKESHORE DRIVE | WAXAHACHIE | TX | 75165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LYNN WINBORNE | ||||||||
| P O BOX 976 | WAXAHACHIE | TX | 75168 | SECRETARY | 2.00 | $0 | $0 | $0 |
| BOB DYESS | ||||||||
| 110 MAGNOLIA DR | WAXAHACHIE | TX | 75165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID HUDGINS | ||||||||
| 303 MATHEW ST | WAXAHACHIE | TX | 75165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| VERA KAMERBEEK | ||||||||
| 1734 GREATHOUSE ROAD | WAXAHACHIE | TX | 75165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JERRY L CHAPMAN | ||||||||
| 401 E MARVIN | WAXAHACHIE | TX | 75165 | TREASURER | 2.00 | $0 | $0 | $0 |
| CINDY HESS | ||||||||
| 327 BLUE RIBBON RD | WAXAHACHIE | TX | 75165 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JEANNE MOSELEY | ||||||||
| 102 VERBENA DRIVE | GEORGETOWN | TX | 78633 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BOB MCGINNIS | ||||||||
| 120 OVERHILL LANE | WAXAHACHIE | TX | 75165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAY BARKSDALE | ||||||||
| P O BOX 646 | WAXAHACHIE | TX | 75168 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CINDY BURCH | ||||||||
| 105 W JEFFERSON | WAXAHACHIE | TX | 75165 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CAROLINE FORD | ||||||||
| 314 E MARVIN | WAXAHACHIE | TX | 75165 | DIRECTOR | 1.00 | $0 | $0 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FOURTEEN CHARITABLE ORGANIZATIONS WERE FUNDED TO PROMOTE FURTHER CHARITABLE WORK IN WAXAHACHIE AND THE SURROUNDING ELLIS COUNTY AREA. | Description1Txt |
| Expenses1 | $76,290 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,972,869 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,224 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,031,093 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,031,093 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,466 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,000,627 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $100,031 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $100,031 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $942 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $942 | TotalTaxAmt |
| Distributable Before Adj | $99,089 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $99,089 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $99,089 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $76,290 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $76,290 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $76,290 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $99,089 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,801 | UndistributedIncomePYAmt |
| Qualifying Distributions | $76,290 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,801 | AppliedToYear1Amt |
| Applied To Current Year | $67,489 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $31,600 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WAXAHACHIE FOUNDATION INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 W FRANKLIN ST | AddressLine1 |
| City | WAXAHACHIE | City |
| State | TX | State |
| ZIP Code | 75165 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9729370502 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHMENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | IT IS THE FRIDAY PRIOR TO THE GRANTS COMMITTEE MEETING, WHICH IS THE FOURTH TUESDAY IN JANUARY, APRI | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE USUALLY LIMITED TO INTEREST INCOME BASED ON INVESTMENTS FOR EACH QUARTER. THE FINANCE COMMITTEE REVIEWS THIS AND TELLS THE GRANT COMMITTEE WHAT IS AVAILABLE. THE GRANTS COMMITTEE SEES EACH REQUEST AND THEN MAKES A RECOMMENDATION TO THE FULL BOARD. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTER | ||||||
| 620 FARLEY | WAXAHACHIE | TX | 75165 | 501(C)3 | OPERATIONS | $10,750 |
| CASA OF ELLIS COUNTY | ||||||
| P O BOX 2646 | WAXAHACHIE | TX | 75168 | 501(C)3 | OPERATIONS | $4,500 |
| COMMON GROUND | ||||||
| P O BOX 444 | WAXAHACHIE | TX | 75168 | 501(C)3 | VARIOUS PROJECTS ,EMERGENCY FUND | $9,052 |
| MEALS ON WHEELS | ||||||
| 620 FARLEY STREET | WAXAHACHIE | TX | 75165 | 501(C)3 | OPERATIONS | $7,000 |
| WAXAHACHIE SYMPHONY | ||||||
| PO BOX 405 | WAXAHACHIE | TX | 75168 | 501(C)3 | CONCERT FUNDING | $6,750 |
| WAXAHACHIE CARE | ||||||
| P O BOX 371 | WAXAHACHIE | TX | 75168 | 501(C)3 | REACH IN GLASS DOOR FREEZER | $5,738 |
| ELLIS COUNTY MUSEUM | ||||||
| 201 S COLLEGE | WAXAHACHIE | TX | 75165 | 501(C)3 | RENOVATION OF MUSEUM | $5,000 |
| WAXAHACHIE PROJECT GRADUATION | ||||||
| 411 N GIBSON | WAXAHACHIE | TX | 75165 | 501(C)3 | ALCOHOL & DRUG FREE GRADUATION PARTY | $4,000 |
| CAMPFIRE CREEK RIDING CENTER | ||||||
| 767 BETHEL ROAD | WAXAHACHIE | TX | 75167 | 501(C)3 | SOUND SYSTEM FOR STUDENTS TO RIDE TO | $9,500 |
| WAXAHACHIE SENIOR CENTER | ||||||
| 122 PARK HILLS DRIVE | WAXAHACHIE | TX | 75165 | 501(C)3 | EXERCISE EQUIPMENT | $5,000 |
| CITY OF WAXAHACHIE | ||||||
| 401 S ROGERS ST | WAXAHACHIE | TX | 75165 | 170(C)1 | DOG PARK | $1,000 |
| RAINBOW ROOM | ||||||
| 629 FARLEY STREET | WAXAHACHIE | TX | 75165 | 501(C)3 | ADEQUATE BEDDING | $3,000 |
| LEADERSHIP WAXAHACHIE | ||||||
| 102 YMCA DRIVE | WAXAHACHIE | TX | 75165 | 501(C)6 | DISC GOLF COURSE | $1,000 |
| BRIDGES FOUNDATION | ||||||
| 801A SOUTH IH 35E | WAXAHACHIE | TX | 75165 | 501(C)3 | VOCATIONAL TRAINING FOR 18-22 YRS | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $76,290 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,622 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $52,569 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $16 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $26,909 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (19 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CALUMET SPECIALTY | 25 | -$818 |
| CALUMET SPECIALTY 1231 LOSS | 25 | -$24 |
| HOLLY ENERGY SECTION 1231GA | 25 | $77 |
| HOLLY ENERGY | 25 | $605 |
| PLAINS ALL AMERICAN | 25 | $2,860 |
| PLAINS ALL AMERICAN 1231 LO | 25 | -$15 |
| PAA NATURAL GAS STORAGE | 25 | $86 |
| TC PIPELINE | 25 | -$851 |
| ENERGY TRANSFER PARTNERS, L | 25 | -$2,155 |
| ETP, L.P 1231 GAIN | 25 | $80 |
| APU L.P. SECTION 1231 GAIN | 25 | $3 |
| AMERIGAS PARTNERS, L.P. | 25 | $360 |
| SUNOCO LOGISTICS PARTNERS, | 25 | $31 |
| CALUMET SECTION 1231 LOSS | 25 | -$24 |
| TC PIPELINES 1231 LOSS | 25 | -$35 |
| KINDER MORGAN | 25 | -$3,463 |
| KINDER MORGAN 1231 LOSS | 25 | -$19 |
| CALUMET SPECIALTY | 25 | -$257 |
| PLAINS ALL AMERICAN ORDINAR | 25 | $7,416 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,857 | ExclusionAmt |
| Related Or Exempt Function Incm | $81,116 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $84,973 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (5 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | ALLOWS FUNDING TO SUPPORT THE ORGANIZATIONS THAT WE HELP. |
| 4 | ALLOWS FUNDING TO SUPPORT THE ORGANIZATIONS THAT WE HELP. |
| 7 | ALLOWS FUNDING TO SUPPORT THE ORGANIZATIONS THAT WE HELP. |
| 8 | ALLOWS FUNDING TO SUPPORT THE ORGANIZATIONS THAT WE HELP. |
| 11B | ALLOWS FUNDING TO SUPPORT THE ORGANIZATIONS THAT WE HELP. |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CATHY MOORE | ||||||
| 1 | 102 TEE SIDE DRIVE | WAXAHACHIE | TX | 75165 | $15,000 | Yes (X) |
| CHILES ESTATE | ||||||
| 2 | P O BOX 906 | WAXAHACHIE | TX | 75168 | $67,500 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $850 | Amt |
| Net Investment Income | $850 | NetInvestmentIncomeAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (13 entries)
| MICHELLE BURKS |
| PAT MERRILL |
| LYNN WINBORNE |
| BOB DYESS |
| DAVID HUDGINS |
| VERA KAMERBEEK |
| JERRY L CHAPMAN |
| CINDY HESS |
| JEANNE MOSELEY |
| BOB MCGINNIS |
| JAY BARKSDALE |
| CINDY BURCH |
| CAROLINE FORD |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (8 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| GE BOND | 2004-12 | PURCHASE | 2013-01 | $25,000 | $25,300 | -$300 |
| 300 SH CHEVRON | 2004-12 | PURCHASE | 2013-02 | $34,756 | $15,834 | $18,922 |
| 369.37 SH CAPITAL WORLD GROWTH & INC | 2009-01 | PURCHASE | 2013-02 | $14,321 | $14,594 | -$273 |
| 1411.488 NEW WORLD FUND | 2005-01 | PURCHASE | 2013-02 | $78,662 | $78,239 | $423 |
| US WEST COMMUNICATIONS DEB | 2005-01 | PURCHASE | 2013-10 | $12,654 | $11,310 | $1,344 |
| FHLMC SER 1133 CL H | 2005-01 | PURCHASE | 2013-12 | $133 | $133 | |
| GNMA POOL 200738 | 2005-01 | PURCHASE | 2013-12 | $161 | $161 | |
| PLAINS ALL AMERICAN PIPELINE | 2005-03 | PURCHASE | 2013-02 | $26,521 | $21,368 | $5,153 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US WEST COMMUNCIATIONS | ||
| GNMA | $99,257 | $140 |
| FHLMC | $63,539 | $565 |
| GE |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (46 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CALUMET | $5,450 | $14,181 |
| ENERGY TRANSFER PARTNERS | $19,343 | $37,442 |
| HOLLY ENERGY | $5,103 | $64,660 |
| KINDER MORGAN ENERGY PARTNERS | $21,724 | $24,198 |
| PLAINS ALL AMERICAN | $11,209 | $77,655 |
| TC PIPELINES | $11,494 | $62,959 |
| AMHIX | $134,554 | $139,342 |
| CWBFX | $92,983 | $89,297 |
| CWGIX | ||
| AMECX | $87,000 | $103,369 |
| NEWFX | ||
| EDWARD JONES STOCKS | ||
| ABBOTT LABS | $15,587 | $25,029 |
| ABBVIE | $16,903 | $34,485 |
| APOLLO INVESTMENT CORP | $47,685 | $20,352 |
| AT&T | $69,406 | $69,406 |
| BRISTOL-MYERS SQUIBB | $31,950 | $58,093 |
| CELLCOM ISRAEL | $30,218 | $14,741 |
| CHEVRON | $35,997 | $62,455 |
| COCA COLA | $35,122 | $42,219 |
| COLGATE PALMOLIVE | $35,019 | $49,299 |
| COMMONWEALTH REIT | $62,071 | $29,138 |
| CONOCO PHILLIPS | $52,766 | $70,650 |
| CONSOLIDATED EDISON INC | $33,168 | $33,168 |
| DUKE REALTY | $104,381 | $45,120 |
| EMERSON ELECTRIC | $9,808 | $14,036 |
| EXXON MOBIL | $12,425 | $30,360 |
| FRONTIER COMMUNICATIONS | $71,366 | $18,600 |
| FRONTLINE LTD BERMUDA ORD | $46,918 | $4,114 |
| GENERAL ELECTRIC | $25,000 | $28,030 |
| HARTFORD FINANCIAL SVCS | $36,260 | $49,635 |
| HASBRO | $9,779 | $16,228 |
| ILLINOIS TOOL WORKS | $57,121 | $75,672 |
| INTEL | $34,739 | $38,206 |
| JOHNSON & JOHNSON | $105,970 | $105,970 |
| JPMORGAN CHASE | $61,755 | $61,755 |
| KRAFT FOODS GROUP INC. | $14,010 | $24,426 |
| MEDICAL PROPERTIES TRUST | $50,508 | $41,548 |
| MERCK | $33,314 | $55,255 |
| MICROSOFT | $34,857 | $47,398 |
| MONDELEZ INTL INC. | $26,101 | $48,008 |
| PHILLIPS 66 | $15,681 | $38,565 |
| PROCTOR & GAMBLE | $34,860 | $43,310 |
| SYSCO CORP | $40,960 | $49,710 |
| VF CORP | $35,094 | $65,083 |
| WELLS FARGO | $39,612 | $53,935 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BOND RENEWAL | $181 | $181 |
| POST OFFICE | $10 | $10 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (20 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| KINDER MORGAN | $16 | $16 | $16 |
| CALUMET SPECIALTY | -$818 | -$818 | |
| CALUMET SPECIALTY 1231 LOSS | -$24 | -$24 | |
| HOLLY ENERGY SECTION 1231GAIN | $77 | $77 | |
| HOLLY ENERGY | $605 | $605 | |
| PLAINS ALL AMERICAN | $2,860 | $2,860 | |
| PLAINS ALL AMERICAN 1231 LOSS | -$15 | -$15 | |
| PAA NATURAL GAS STORAGE | $86 | $86 | |
| TC PIPELINE | -$851 | -$851 | |
| ENERGY TRANSFER PARTNERS, L.P | -$2,155 | -$2,155 | |
| ETP, L.P 1231 GAIN | $80 | $80 | |
| APU L.P. SECTION 1231 GAIN | $3 | $3 | |
| AMERIGAS PARTNERS, L.P. | $360 | $360 | |
| SUNOCO LOGISTICS PARTNERS, LP | $31 | $31 | |
| CALUMET SECTION 1231 LOSS | -$24 | -$24 | |
| TC PIPELINES 1231 LOSS | -$35 | -$35 | |
| KINDER MORGAN | -$3,463 | -$3,463 | |
| KINDER MORGAN 1231 LOSS | -$19 | -$19 | |
| CALUMET SPECIALTY | -$257 | -$257 | |
| PLAINS ALL AMERICAN ORDINARY | $7,416 | $7,416 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MARKET GAINS | Description |
| Amount | $240,188 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES EDWARD JONES | $83 | $83 |
| INCOME TAX | $956 | $956 |
| FOREIGN TAXES PAA | $344 | $344 |