GROGAN LORD FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- GROGAN LORD FOUNDATION INC (EIN 74-2623948)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-03-01
- IRS object ID
- 201140609349100104
- Schema version
- 2010v3.2
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-03-01T18:12:42-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FASKE LAY & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3508 FAR WEST BLVD SUITE 300 | AddressLine1 |
| City | AUSTIN | City |
| State | TX | State |
| ZIP Code | 787313041 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742623948 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GROGAN LORD FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GROG | NameControl |
| Phone | 5129304554 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 649 | AddressLine1 |
| City | GEORGETOWN | City |
| State | TX | State |
| ZIP Code | 78627 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | R GRIFFIN LORD | Name |
| Title | OFFICER | Title |
| Phone | 5129304554 | Phone |
| Date Signed | 2011-02-21 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | M HOWARD FASKE CPA | Name |
| Phone | 5123469623 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 9372122 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 375000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 51852 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 51852 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 126500 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 126500 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 553352 | TotalRevenueAndExpenses |
| Total Net Investment Income | 178352 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1200 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 4447 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 4447 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 111 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5758 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4447 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 533333 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 533333 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 539091 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4447 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 533333 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 14261 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 173905 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 11064 | CashBOY |
| Cash EOY | 8420 | CashEOY |
| Cash EOYFMV | 8420 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 5488317 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 5505222 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 5505222 | SavingsAndTempCashInvstEOYFMV |
| Other Assets BOY | 4320480 | OtherAssetsBOY |
| Other Assets EOY | 4320480 | OtherAssetsEOY |
| Other Assets EOYFMV | 3858480 | OtherAssetsEOYFMV |
| Total Assets BOY | 9819861 | TotalAssetsBOY |
| Total Assets EOY | 9834122 | TotalAssetsEOY |
| Total Assets EOYFMV | 9372122 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 420120 | CapitalStockBOY |
| Capital Stock EOY | 420120 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 9399741 | RetainedEarningsBOY |
| Retained Earnings EOY | 9414002 | RetainedEarningsEOY |
| Total Net Assets BOY | 9819861 | TotalNetAssetsBOY |
| Total Net Assets EOY | 9834122 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 9819861 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 9834122 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 9819861 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 14261 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 9834122 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 9834122 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 541667 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 9115132 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.059425 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 661666 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 8800023 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.075189 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 676305 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4598068 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.147085 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 498993 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4744765 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.105167 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 424677 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4667936 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.090977 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.477843 | TotalDistributionRatio |
| Average Distribution Ratio | 0.095569 | AverageDistributionRatio |
| Net Noncharitable Assets | 9247990 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 883821 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1739 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 885560 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 533333 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 3478 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3478 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 3478 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4720 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 4720 | TotalCreditsAndPayments |
| Overpayment | 1242 | Overpayment |
| Amount Credited To Next Year | 1242 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | R GRIFFIN LORD | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5129304554 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 649 | AddressLine1 |
| City | GEORGETOWN | City |
| State | TX | State |
| ZIP Code | 78627 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| R GRIFFIN LORD | ||||||||
| PO BOX 649 | GEORGETOWN | TX | 78627 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| SHARON LORD DAGGETT | ||||||||
| PO BOX 649 | GEORGETOWN | TX | 78627 | VICE PRESIDENT/SECRY-TREAS | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 5530342 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 3858480 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 9388822 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 9388822 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 140832 | CashDeemedCharitable |
| Net Noncharitable Assets | 9247990 | NetNoncharitableAssets |
| Minimum Investment Return | 462400 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 462400 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3478 | TaxBasedOnInvestmentIncome |
| Total Tax | 3478 | TotalTax |
| Distributable Amount Before Adj | 458922 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 458922 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 458922 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 533333 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 533333 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 533333 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 458922 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 191926 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 263769 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 450458 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 226620 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 90597 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1223370 | TotalExcessDistriCarryover |
| Qualifying Distributions | 533333 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 458922 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 74411 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1297781 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 191926 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1105855 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 263769 | ExcessFromYear4 |
| Excess From Year3 | 450458 | ExcessFromYear3 |
| Excess From Year2 | 226620 | ExcessFromYear2 |
| Excess From Year1 | 90597 | ExcessFromYear1 |
| Excess From Current Year | 74411 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | R GRIFFIN LORD | ContributingManager |
| Contributing Manager | SHARON LORD DAGGETT | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | R GRIFFIN LORD | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 649 | AddressLine1 |
| City | GERGETOWN | City |
| State | TX | State |
| ZIP Code | 78627 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 5123904554 | RecipientPhoneNumber |
| Form And Info And Materials | FOUNDATION FORM WILL BE PROVIDED. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| METHODIST MISSION HOME | |||||||
| 6487 WHITBY | SAN ANTONIO | TX | 78240 | NONE | PUBLIC CHARITY | DONATION | $50,000 |
| SETON WILLIAMSON FOUNDATION | |||||||
| 201 SETON PARKWAY | ROUND ROCK | TX | 78665 | NONE | PUBLIC CHARITY | DONATION | $83,333 |
| SOUTHWESTERN UNIVERSITY | |||||||
| 1001 E UNIVERSITY AVE | GEORGETOWN | TX | 78627 | NONE | PUBLIC CHARITY | DONATION | $250,000 |
| ST EDWARD'S UNIVERSITY | |||||||
| 3001 SOUTH CONGRESS AVE | AUSTIN | TX | 78704 | NONE | PUBLIC CHARITY | DONATION | $50,000 |
| UNIVERSITY OF MARY HARDIN-BAYLOR | |||||||
| 900 COLLEGE STREET | BELTON | TX | 76513 | NONE | PUBLIC CHARITY | DONATION | $50,000 |
| TEXAS WESLEYAN UNIVERSITY | |||||||
| 1201 WESLEYAN ST | FORT WORTH | TX | 76105 | NONE | PUBLIC CHARITY | DONATION | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 533333 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $51,852 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $126,500 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $178,352 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 178352 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | R GRIFFIN LORD | PO BOX 649 | GEORGETOWN | TX | 78627 | 187500 | X |
| 2 | SHARON LORD DAGGETT | PO BOX 649 | GEORGETOWN | TX | 78627 | 187500 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FASKE LAY & CO. LLP | Category |
| Amount | $1,200 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| FIRST TEXAS BANCORP, INC. STK | 4275040 | 4275040 | 3813040 |
| ART COLLECTION | 45440 | 45440 | 45440 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OFFICE SUPPLIES | Description |
| Revenue And Expenses Per Books | 111 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| SHARON LORD DAGGETT | |||
| PO BOX 649 | GEORGETOWN | TX | 78627 |
| R GRIFFIN LORD | |||
| PO BOX 649 | GEORGETOWN | TX | 78627 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES - 2010 | Category |
| Amount | $4,447 | Amount |
| Net Investment Income | 4447 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |