BEHMANN BROTHERS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BEHMANN BROTHERS FOUNDATION (EIN 74-2146739)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-03-09
- IRS object ID
- 202640689349100529
- Schema version
- 2024v5.5
- 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 Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-09T13:50:17-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742588072 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIELDS NEMEC & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 23067 | AddressLine1Txt |
| City | CORPUS CHRISTI | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 784033067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742146739 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEHMANN BROTHERS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEHM | BusinessNameControlTxt |
| Phone | 3614384543 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 271486 | AddressLine1Txt |
| City | CORPUS CHRISTI | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78414 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHERRY KOSAREK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3614384543 | PhoneNum |
| Signature | 2026-01-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RUDY STURGEON CPA | PreparerPersonNm |
| PTIN | P00009174 | PTIN |
| Phone | 3618837475 | PhoneNum |
| Preparation | 2026-01-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,801,654 | 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 |
| Dividends Rev And Expnss | $136,180 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $136,180 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $11,994 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $11,994 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $7,687 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $744,262 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,259,101 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $744,262 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $892,436 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $892,436 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $39,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $28,125 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,875 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,495 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,510 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,985 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,722 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,722 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19,624 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18,912 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $711 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $1,836 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $918 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $918 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $781 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $250 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $531 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,529 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,075 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $454 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $82,987 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $65,512 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,474 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $363,840 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $363,840 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $446,827 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $65,512 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $381,314 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $445,609 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $826,924 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $105,553 | CashBOYAmt |
| Cash EOY | $83,608 | CashEOYAmt |
| Cash EOYFMV | $83,608 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $111,146 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,019 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,019 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $830 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $7,587,399 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,142,237 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,556,022 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $133,005 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,586 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $131,419 | LandBOYAmt |
| Land EOY | $131,419 | LandEOYAmt |
| Land EOYFMV | $133,005 | LandEOYFMVAmt |
| Other Assets BOY | $141,198 | OtherAssetsBOYAmt |
| Other Assets EOY | $141,198 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,077,545 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,527,481 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,801,654 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,044 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $6,371 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,044 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,371 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,163,054 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,163,054 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $4,144,811 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $4,144,811 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,767,636 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,213,245 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,075,501 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,521,110 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,077,545 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,527,481 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,075,501 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $445,609 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,521,110 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,521,110 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (60 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| G N M A PASS THRU POOL#002867M | P | 2000-01-27 | 2025-04-21 | $1 | $1 | $0 | $0 |
| G N M A PASS THRU POOL#002867M | P | 2000-01-27 | 2025-03-20 | $1 | $1 | $0 | $0 |
| G N M A PASS THRU POOL#002867M | P | 2000-01-27 | 2025-01-21 | $1 | $1 | $0 | $0 |
| G N M A PASS THRU POOL#002867M | P | 2000-01-27 | 2025-05-20 | $1 | $1 | $0 | $0 |
| G N M A PASS THRU POOL#002867M | P | 2000-01-27 | 2025-06-20 | $1 | $1 | $0 | $0 |
| G N M A PASS THRU POOL#002867M | P | 2000-01-27 | 2025-02-20 | $2 | $2 | $0 | $0 |
| G N M A PASS THRU POOL#002971M | P | 2000-09-26 | 2024-07-22 | $1 | $1 | $0 | $0 |
| G N M A PASS THRU POOL#002971M | P | 2000-09-26 | 2025-06-20 | $1 | $1 | $0 | $0 |
| G N M A PASS THRU POOL#002971M | P | 2000-09-26 | 2025-05-20 | $1 | $1 | $0 | $0 |
| G N M A PASS THRU POOL#002971M | P | 2000-09-26 | 2024-09-20 | $1 | $1 | $0 | $0 |
| G N M A PASS THRU POOL#002971M | P | 2000-09-26 | 2025-04-21 | $1 | $1 | $0 | $0 |
| G N M A PASS THRU POOL#002971M | P | 2000-09-26 | 2025-03-20 | $1 | $1 | $0 | $0 |
| G N M A PASS THRU POOL#002971M | P | 2000-09-26 | 2024-10-21 | $1 | $1 | $0 | $0 |
| G N M A PASS THRU POOL#002971M | P | 2000-09-26 | 2024-12-20 | $1 | $1 | $0 | $0 |
| G N M A PASS THRU POOL#002971M | P | 2000-09-26 | 2025-01-21 | $1 | $1 | $0 | $0 |
| G N M A PASS THRU POOL#002971M | P | 2000-09-26 | 2024-08-20 | $1 | $1 | $0 | $0 |
| G N M A PASS THRU POOL#002971M | P | 2000-09-26 | 2024-11-20 | $1 | $1 | $0 | $0 |
| G N M A PASS THRU POOL#002971M | P | 2000-09-26 | 2025-02-20 | $1 | $1 | $0 | $0 |
| CWALT INC | P | 2011-06-23 | 2025-06-25 | $29 | $27 | $2 | $2 |
| CWALT INC | P | 2011-06-23 | 2024-09-25 | $22 | $21 | $1 | $1 |
| CWALT INC | P | 2011-06-23 | 2024-12-25 | $0 | $0 | ||
| CWALT INC | P | 2011-06-23 | 2024-10-25 | $14 | $13 | $1 | $1 |
| CWALT INC | P | 2011-06-23 | 2024-08-25 | $11 | $10 | $1 | $1 |
| CWALT INC | P | 2011-06-23 | 2024-08-25 | $0 | $0 | ||
| CWALT INC | P | 2011-06-23 | 2024-11-25 | $1 | $1 | $1 | |
| CWALT INC | P | 2011-06-23 | 2024-11-25 | $14 | $14 | $0 | $0 |
| CWALT INC | P | 2011-06-23 | 2024-07-25 | $10 | -$10 | -$10 | |
| CWALT INC | P | 2011-06-23 | 2024-12-25 | $13 | $13 | $0 | $0 |
| CWALT INC | P | 2011-06-23 | 2024-09-25 | $1 | $1 | $1 | |
| CWALT INC | P | 2011-06-23 | 2025-01-25 | $3 | -$3 | -$3 | |
| CWALT INC | P | 2011-06-23 | 2025-01-25 | $26 | $24 | $2 | $2 |
| CWALT INC | P | 2011-06-23 | 2025-03-25 | $14 | $14 | $0 | $0 |
| CWALT INC | P | 2011-06-23 | 2025-03-25 | $0 | $0 | ||
| CWALT INC | P | 2011-06-23 | 2025-04-25 | $8 | $8 | $0 | $0 |
| CWALT INC | P | 2011-06-23 | 2025-02-25 | $1 | $1 | $1 | |
| CWALT INC | P | 2011-06-23 | 2025-04-25 | $12 | -$12 | -$12 | |
| CWALT INC | P | 2011-06-23 | 2025-06-25 | $2 | $2 | $2 | |
| CWALT INC | P | 2011-06-23 | 2025-05-25 | $9 | $8 | $1 | $1 |
| CWALT INC | P | 2011-06-23 | 2025-02-25 | $26 | $25 | $1 | $1 |
| CWALT INC | P | 2011-06-23 | 2024-07-25 | $10 | $10 | $0 | $0 |
| FUNDVANTAGE TR POLEN GROWTH FD INSTL CL | P | 2017-10-03 | 2025-01-16 | $36,937 | $18,611 | $18,326 | $18,326 |
| SPDR S&P 500 ETF TRUST | P | 2018-06-29 | 2025-01-16 | $60,486 | $27,845 | $32,641 | $32,641 |
| GROWTH FUND OF AMERICA (THE) CLASS A | P | 2020-11-24 | 2025-01-16 | $59,594 | $51,772 | $7,822 | $7,822 |
| AMCAP FUND CLASS A | P | 2020-11-24 | 2025-01-16 | $15,873 | $14,118 | $1,755 | $1,755 |
| INVESTMENT C AMER CLASS A | P | 2021-12-16 | 2025-01-16 | $14,026 | $12,230 | $1,796 | $1,796 |
| AMCAP FUND CLASS A | P | 2022-06-16 | 2025-01-16 | $64,467 | $44,255 | $20,212 | $20,212 |
| INVESTMENT C AMER CLASS A | P | 2022-09-15 | 2025-01-16 | $2,137 | $1,537 | $600 | $600 |
| FUNDVANTAGE TR POLEN GROWTH FD INSTL CL | P | 2022-12-08 | 2025-01-16 | $7,086 | $4,694 | $2,392 | $2,392 |
| INVESTMENT C AMER CLASS A | P | 2023-03-16 | 2025-01-16 | $3,232 | $2,300 | $932 | $932 |
| INVESTMENT C AMER CLASS A | P | 2023-06-15 | 2025-01-16 | $2,889 | $2,309 | $580 | $580 |
| INVESTMENT C AMER CLASS A | P | 2023-09-14 | 2025-01-16 | $2,826 | $2,316 | $510 | $510 |
| INVESTMENT C AMER CLASS A | P | 2023-12-14 | 2025-01-16 | $4,614 | $3,898 | $716 | $716 |
| INVESTMENT C AMER CLASS A | P | 2023-12-14 | 2025-01-16 | $31,520 | $26,628 | $4,892 | $4,892 |
| AMCAP FUND CLASS A | P | 2023-12-14 | 2025-01-16 | $35,296 | $30,465 | $4,831 | $4,831 |
| INVESCO QQQ TR UNIT SER 1 | P | 2024-01-25 | 2024-09-20 | $34,318 | $30,389 | $3,929 | $3,929 |
| INVESCO QQQ TR UNIT SER 1 | P | 2024-03-04 | 2024-09-20 | $32,868 | $30,304 | $2,564 | $2,564 |
| INVESCO QQQ TR UNIT SER 1 | P | 2024-03-19 | 2024-09-20 | $17,400 | $15,666 | $1,734 | $1,734 |
| WESTERN ALLIANCE BK PHOENIX | P | 2025-01-22 | 2025-04-30 | $165,000 | $164,975 | $25 | $25 |
| SPDR S&P 500 ETF TRUST | P | 1927-04-25 | 2025-05-08 | $72,209 | $30,296 | $41,913 | $41,913 |
| CAPITAL GAINS DIVIDENDS | P | $596,103 | $596,103 | $596,103 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $744,262 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,494 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,494 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,494 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,166 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $8,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,166 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $68 | EsPenaltyAmt |
| Overpayment | $3,604 | OverpaymentAmt |
| Applied To ES Tax | $3,604 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | 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 | WWW.BEHMANNBROTHERSFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | SHERRY KOSAREK | IndividualWithBooksNm |
| Phone | 3614384543 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 271486 | AddressLine1Txt |
| City | CORPUS CHRISTI | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78247 | ZIPCd |
| 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SHERRY M KOSAREK | ||||||||
| PO BOX 271486 | CORPUS CHRISTI | TX | 78427 | PRESIDENT | 20.00 | $37,500 | $0 | $0 |
| T MARK ANDERSON | ||||||||
| PO BOX 271486 | CORPUS CHRISTI | TX | 78427 | VICE PRESIDENT | 5.00 | $300 | $0 | $0 |
| NANCY KOSAREK LINDELL | ||||||||
| PO BOX 271486 | CORPUS CHRISTI | TX | 78427 | SECRETARY | 5.00 | $300 | $0 | $0 |
| DANIEL BLUNTZER | ||||||||
| PO BOX 271486 | CORPUS CHRISTI | TX | 78427 | TREASURER | 5.00 | $300 | $0 | $0 |
| TRISTIN KOSAREK-BUTLER | ||||||||
| PO BOX 271486 | CORPUS CHRISTI | TX | 78427 | DIRECTOR | 5.00 | $300 | $0 | $0 |
| ERIC BLUNTZER | ||||||||
| PO BOX 271486 | CORPUS CHRISTI | TX | 78427 | DIRECTOR | 5.00 | $300 | $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 | $9,970,720 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $199,685 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $131,418 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,301,823 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,301,823 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $154,527 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,147,296 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $507,365 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $507,365 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,494 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,494 | TotalTaxAmt |
| Distributable Before Adj | $495,871 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $495,871 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $495,871 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $381,314 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $381,314 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $495,871 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $13,543 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $13,543 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $381,314 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $381,314 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $13,543 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $13,543 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $101,014 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SHERRY M KOSAREK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 271486 | AddressLine1Txt |
| City | CORPUS CHRISTI | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 784271486 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3618528223 | RecipientPhoneNum |
| Recipient Email Address | BEHMANBROTHERSFOUNDATION@MSN.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | SPECIAL GRANT REQUEST FORM CAN BE OBTAINED FROM WEBSITE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MAY 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS MUST BE LOCATED IN THE TEXAS COUNTIES OF NUECES,ARANSAS,BEE,JIM WELLS,KLEBERG,LIVE OAK, REFUGIO AND SAN PATRICIO | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (106 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AGAPE RANCH | ||||||||
| 724 BUFFALO | CORPUS CHRISTI | TX | 78401 | NONE | PC | SUPPORTIVE PROGRAMMING FOR FOSTER FAMILIES/AGING-OUT YOUTH | $2,500 | |
| ALLIE'S HAVEN ANIMAL RESCUE | ||||||||
| PO BOX 151731 | FORT WORTH | TX | 76108 | NONE | PC | 2025 DONATIONS | $2,000 | |
| ALLIE'S HAVEN ANIMAL RESCUE | ||||||||
| PO BOX 151731 | FORT WORTH | TX | 76108 | NONE | PC | 2025 DONATIONS | $5,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7217 DUNNS POINT DRIVE | CORPUS CHRISTI | TX | 78414 | NONE | PC | COASTAL BEND HEART WALK 2025 | $2,500 | |
| ARMS WIDE | ||||||||
| 500 NORTH WATER STREET SUITE | CORPUS CHRISTI | TX | 78401 | NONE | PC | POST ADOPTION PROGRAM-CORPUS CHRISTI AND SURROUNDING AREAS | $2,500 | 604SOUTH TOWER |
| ART CENTER OF CORPUS CHRISTI | ||||||||
| 100 NORTH SHORELINE BOULEVARD | CORPUS CHRISTI | TX | 78401 | NONE | PC | FAMILY ART TIME | $1,000 | |
| BEEVILLE VINEYARD | ||||||||
| 210 NORTH MONROE STREET | BEEVILLE | TX | 78102 | NONE | PC | A HAND UP | $2,500 | |
| BOY SCOUTS OF AMERICA SOUTH TEXAS COUNCIL | ||||||||
| 700 EVERHART ROAD BUILDING A | CORPUS CHRISTI | TX | 78411 | NONE | PC | EMPOWERING YOUTH IN SOUTH TEXAS | $5,000 | |
| BOYS & GIRLS CLUBS OF THE COASTAL BEND | ||||||||
| 718 BUFFALO STREET | CORPUS CHRISTI | TX | 78401 | NONE | PC | BRIGHT FUTURES SCHOLARSHIP PROGRAM FOR YOUTH | $3,000 | |
| BRUSH COUNTRY LITERACY COUNCIL INCORPORATED | ||||||||
| 408 COUNTY ROAD 231 | ORANGE GROVE | TX | 78372 | NONE | PC | ADULT EDUCATION HIGH SCHOOL EQUIVALENCY CLASSES | $2,500 | |
| CALVARY CHAPEL COASTLANDS | ||||||||
| 3001 RODD FIELD ROAD | CORPUS CHRISTI | TX | 78414 | NONE | PC | 2025 DONATION | $5,000 | |
| CAMP ARANZAZU | ||||||||
| 5420 LOOP 1781 | ROCKPORT | TX | 78382 | NONE | PC | SPORT EQUIPMENT FOR ADAPTED GAMES | $1,000 | |
| CAMP ZEPHYR | ||||||||
| 151 FM 3162 | SANDIA | TX | 78383 | NONE | PC | STARLINK INTERNET | $1,000 | |
| CASA OF NUECES COUNTY | ||||||||
| 2602 PRESCOTT STREET | CORPUS CHRISTI | TX | 78404 | NONE | PC | 2025 CASA VOLUNTEER PROGRAM | $1,000 | |
| CATHOLIC CHARITIES | ||||||||
| 615 OLIVER COURT | CORPUS CHRISTI | TX | 78408 | NONE | PC | 2025 DONATIONS | $500 | |
| CHILDREN'S ADVOCACY CENTER OF THE COASTAL BEND | ||||||||
| 5959 SOUTH STAPLES STREET SUITE 228 | CORPUS CHRISTI | TX | 78413 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| CHOICE LIVING COMMUNITY | ||||||||
| PO BOX 71387 | CORPUS CHRISTI | TX | 78467 | NONE | PC | CLC DAY PROGRAM SUPPORT | $2,500 | |
| CHRISTUS SPOHN HEALTH SYSTEM FOUNDATION | ||||||||
| 613 ELIZABETH STREET SUITE 605 | CORPUS CHRISTI | TX | 78404 | NONE | PC | SPOHN HOSPITAL KLEBERG MED SURGE RENOVATION | $2,500 | |
| COASTAL BEND FOOD BANK | ||||||||
| 5442 BEAR LANE | CORPUS CHRISTI | TX | 78405 | NONE | PC | 2025 DONATIONS | $2,000 | |
| CORPUS CHRISTI AREA COUNCIL FOR THE DEAF INC | ||||||||
| 5151 MCARDLE ROAD | CORPUS CHRISTI | TX | 78411 | NONE | PC | SERVICES FOR CHILDREN, ADULTS, AND SENIORS WHO ARE DEAF AND HARD OF HEARING | $2,500 | |
| CORPUS CHRISTI EDUCATION FOUNDATION | ||||||||
| PO BOX 2822 | CORPUS CHRISTI | TX | 78403 | NONE | PC | CCISD ROBOTICS PROGRAM | $3,000 | |
| CORPUS CHRISTI HOPE HOUSE INC | ||||||||
| 3226 REID DRIVE | CORPUS CHRISTI | TX | 78404 | NONE | PC | HOMELESS SHELTER AND SUPPORTIVE SERVICES | $2,500 | |
| CORPUS CHRISTI HOPE HOUSE INC | ||||||||
| 3226 REID DRIVE | CORPUS CHRISTI | TX | 78404 | NONE | PC | 2025 DONATIONS | $500 | |
| CORPUS CHRISTI INTERNATIONAL SEAFARER'S CENTER | ||||||||
| 1501 NORTH MESQUITE STREET | CORPUS CHRISTI | TX | 78401 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| CORPUS CHRISTI METRO MINISTRIES | ||||||||
| PO BOX 4899 | CORPUS CHRISTI | TX | 78469 | NONE | PC | MINI-PC'S, NEW PHONE SYSTEM | $2,500 | |
| CORPUS CHRISTI METRO MINISTRIES | ||||||||
| PO BOX 4899 | CORPUS CHRISTI | TX | 78469 | NONE | PC | 2025 DONATIONS | $500 | |
| CORPUS CHRISTI POLICE FOUNDATION | ||||||||
| PO BOX 803 | CORPUS CHRISTI | TX | 78403 | NONE | PC | POLICE EQUIPMENT PROGRAM | $2,500 | |
| CORPUS CHRISTI SAFE PLACE INC | ||||||||
| 1200 10TH STREET | CORPUS CHRISTI | TX | 78404 | NONE | PC | CCSPH OPERATIONS 2025 | $2,500 | |
| DEL MAR COLLEGE FOUNDATION | ||||||||
| 101 BALDWIN BOULEVARD | CORPUS CHRISTI | TX | 78404 | NONE | PC | BEHMANN BROTHERS FOUNDATION ENDOWED SCHOLARSHIP | $10,000 | |
| EDUCATING CHILDREN'S FUTURE COMMUNITY CENTER | ||||||||
| PO BOX 5241 | CORPUS CHRISTI | TX | 78465 | NONE | PC | ECF AFTER-SCHOOL TUTORING PROGRAM | $2,500 | |
| FAMILY COUNSELING SERVICE | ||||||||
| 3833 SOUTH STAPLES STREET SUITE | CORPUS CHRISTI | TX | 78411 | NONE | PC | PURCHASE NEW COMPUTERS | $2,500 | S203 |
| FOCUS FOUNDATION | ||||||||
| 6810 SARATOGA | CORPUS CHRISTI | TX | 78414 | NONE | PC | 2025 DONATION | $2,500 | |
| FOCUS FOUNDATION | ||||||||
| 6810 SARATOGA | CORPUS CHRISTI | TX | 78414 | NONE | PC | THE RIGHT START | $2,500 | |
| FOSTER ANGELS OF SOUTH TEXAS FOUNDATION | ||||||||
| 3758 DENVER AVENUE | CORPUS CHRISTI | TX | 78411 | NONE | PC | BRIGHT FUTURES IN FOSTER CARE | $2,500 | |
| GOOD SAMARITAN RESCUE MISSION | ||||||||
| 902 NUECES BAY BOULEVARD | CORPUS CHRISTI | TX | 78408 | NONE | PC | 2025 DONATIONS | $500 | |
| GOOD SAMARITAN RESCUE MISSION | ||||||||
| 902 NUECES BAY BOULEVARD | CORPUS CHRISTI | TX | 78408 | NONE | PC | OPERATING FUNDS FOR 215-BED HOMELESS SHELTER | $2,500 | |
| GROW LOCAL SOUTH TEXAS | ||||||||
| 710 BUFFALO STREET SUITE 802 | CORPUS CHRISTI | TX | 78401 | NONE | PC | 2025 DONATION | $2,500 | |
| HABITAT FOR HUMANITY CORPUS CHRISTI | ||||||||
| PO BOX 3032 | CORPUS CHRISTI | TX | 78463 | NONE | PC | CRITICAL REPAIR PROGRAM | $2,500 | |
| HALO-FLIGHT INC | ||||||||
| 1843 FM 665 | CORPUS CHRISTI | TX | 78415 | NONE | PC | NO BARRIERS TO MEDICAL CARE | $5,000 | |
| HUMANE SOCIETY OF ARANSAS COUNTY | ||||||||
| PO BOX 1502 | FULTON | TX | 78358 | NONE | PC | LOW-COST SPAY & NEUTER PROGRAM | $2,000 | |
| HUMANE SOCIETY OF ARANSAS COUNTY | ||||||||
| PO BOX 1502 | FULTON | TX | 78358 | NONE | PC | 2025 DONATIONS | $2,000 | |
| INCARNATE WORD ACADEMY | ||||||||
| 2920 SOUTH ALAMEDA | CORPUS CHRISTI | TX | 78404 | NONE | PC | BEHMANN BROTHERS FOUNDATION SCHOLARSHIP FUND | $10,000 | |
| JARED HUNT 512 MEMORIAL FUND CORPORATION | ||||||||
| 3890 VAUGHN CIRCLE | ROBSTOWN | TX | 78380 | NONE | PC | SCHOLARSHIP FUND | $2,000 | |
| JE'SANI SMITH FOUNDATION | ||||||||
| PO BOX 271102 | CORPUS CHRISTI | TX | 78427 | NONE | PC | RIP CURRENT EDUCATION | $1,000 | |
| JIM WELLS COUNTY FAIR ASSOCIATION | ||||||||
| PO BOX 3664 | ALICE | TX | 78333 | NONE | PC | 2024 ADD-ONS - JIM WELLS COUNTY FAIR ASSOCIATION | $500 | |
| KINGS CROSSING PRISON MINISTRIES | ||||||||
| 3833 SOUTH STAPLES STREETSUITE | CORPUS CHRISTI | TX | 78411 | NONE | PC | 2025 DONATIONS | $500 | S-101 |
| MARY MCLEOD BETHUNE EARLY CHILD DEVELOPMENT NURSERY INC | ||||||||
| 900 KINNEY STREET | CORPUS CHRISTI | TX | 78401 | NONE | PC | CHILDCARE FOR LOW INCOME & HOMELESS CHILDREN | $2,500 | |
| MISSION 911 | ||||||||
| 911 PARK AVENUE | CORPUS CHRISTI | TX | 78401 | NONE | PC | MISSION 911 GENERAL OPERATING | $2,500 | |
| MISSION OF MERCY INC | ||||||||
| 2421 AYERS STREET | CORPUS CHRISTI | TX | 78404 | NONE | PC | MEDICAL SUPPLIES, IT UPGRADES TO IMPROVE MEDICAL OUTCOMES | $2,500 | |
| NEW LIFE FELLOWSHIP OF CORPUS CHRISTI | ||||||||
| PO BOX 5190 | CORPUS CHRISTI | TX | 78465 | NONE | PC | OUTCRY IN THE BARRIO HOME DAILY OPERATIONS | $7,500 | |
| NEW LIFE FELLOWSHIP OF CORPUS CHRISTI | ||||||||
| PO BOX 5190 | CORPUS CHRISTI | TX | 78465 | NONE | PC | 2025 DONATIONS | $5,000 | |
| NEW LIFE REFUGE MINISTRIES | ||||||||
| PO BOX 9157 | CORPUS CHRISTI | TX | 78469 | NONE | PC | HOMES OF HOPE EDUCATION PROGRAM | $1,000 | |
| NUECES COUNTY JR LIVESTOCK SHOW | ||||||||
| PO BOX 260968 | CORPUS CHRISTI | TX | 78426 | NONE | PC | BUYER # 2098 - ADD ON'S | $1,300 | |
| NUECES COUNTY JR LIVE STOCK SHOW | ||||||||
| PO BOX 260968 | CORPUS CHRISTI | TX | 78426 | NONE | PC | BUYER # 2098 BILL NUMBER: 60 | $3,700 | |
| NUECES COUNTY JUNIOR LIVESTOCK SHOW | ||||||||
| PO BOX 260968 | CORPUS CHRISTI | TX | 78426 | NONE | PC | 1 BUCKLE - CARCASS STEER GRAND CHAMPION | $145 | |
| NUECES COUNTY JUNIOR LIVESTOCK SHOW | ||||||||
| PO BOX 260968 | CORPUS CHRISTI | TX | 78426 | NONE | PC | 1 BUCKLE - CARCASS STEER RESERVE CHAMPION | $145 | |
| NUECES COUNTY JUNIOR LIVESTOCK SHOW | ||||||||
| PO BOX 260968 | CORPUS CHRISTI | TX | 78426 | NONE | PC | 10 JACKETS - CARCASS STEER TOP TEN CARCASS EXHIBITORS | $500 | |
| NUECES EXTENSION PROGRAM FOUNDATION INC | ||||||||
| 710 EAST MAIN AVENUE SUITE 1 | ROBSTOWN | TX | 78380 | NONE | PC | AG AWARENESS DAYS | $4,000 | |
| OPERATION HOMEFRONT | ||||||||
| 17319 SAN PEDRO AVENUE SUITE 505 | SAN ANTONIO | TX | 78232 | NONE | PC | BACK-TO-SCHOOL BRIGADE CORPUS CHRISTI | $1,000 | |
| ORANGE GROVE EDUCATION FOUNDATION | ||||||||
| PO BOX 1680 | ORANGE GROVE | TX | 78372 | NONE | PC | ELEMENTARY PLAYGROUND FUND | $2,500 | |
| PEEWEE'S PET ADOPTION WORLD AND SANCTUARY INC | ||||||||
| 1307 SARATOGA | CORPUS CHRISTI | TX | 78417 | NONE | PC | SPAY/NEUTER/TREAT 2025 | $2,500 | |
| PEEWEE'S PET ADOPTION WORLD AND SANCTUARY INC | ||||||||
| 1307 SARATOGA | CORPUS CHRISTI | TX | 78417 | NONE | PC | 2025 DONATION | $2,500 | |
| PEEWEE'S PET ADOPTION WORLD AND SANCTUARY INC | ||||||||
| 1307 SARATOGA | CORPUS CHRISTI | TX | 78417 | NONE | PC | 2025 DONATION | $2,000 | |
| PREGNANCY CENTER OF THE COASTAL BEND | ||||||||
| 4730 EVERHART ROAD | CORPUS CHRISTI | TX | 78411 | NONE | PC | 2025 DONATIONS | $500 | |
| PREGNANCY CENTER OF THE COASTAL BEND | ||||||||
| 4730 EVERHART ROAD | CORPUS CHRISTI | TX | 78411 | NONE | PC | PREGNANCY CENTER SUPPORT | $2,500 | |
| REACHING OUR NEIGHBORS CHARITABLE FOUNDATION | ||||||||
| 4137 JERSEY HEIGHTS DRIVE | PORTLAND | TX | 78374 | NONE | PC | BUILD-A-HOME | $2,500 | |
| RESTORATION HUNGER RELIEF INC | ||||||||
| 3401 SANTA FE STREET | CORPUS CHRISTI | TX | 78411 | NONE | PC | OPERATION FEED THE NEEDY FAMILIES IN THE COMMUNITY 2025 | $2,500 | |
| ROBSTOWN AREA HISTORICAL MUSEUM | ||||||||
| PO BOX 467 | ROBSTOWN | TX | 78380 | NONE | PC | 2025 DONATION | $1,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF SOUTH TEXAS | ||||||||
| 3402 FORT WORTH STREET | CORPUS CHRISTI | TX | 78411 | NONE | PC | SHARE-A-NIGHT | $5,000 | |
| SEA CITY WORK CAMP INC | ||||||||
| PO BOX 10449 | CORPUS CHRISTI | TX | 78460 | NONE | PC | SEA CITY WORK CAMP, INC. | $5,000 | |
| SHELTER A MUTT INC | ||||||||
| 15414 GYPSY STREET | CORPUS CHRISTI | TX | 78418 | NONE | PC | 2025 DONATION | $5,000 | |
| SHELTER A MUTT INC | ||||||||
| 15414 GYPSY STREET | CORPUS CHRISTI | TX | 78418 | NONE | PC | KENNEL AND BUS CRATES | $7,500 | |
| SHELTER A MUTT INC | ||||||||
| 15414 GYPSY STREET | CORPUS CHRISTI | TX | 78418 | NONE | PC | 2025 DONATION | $2,500 | |
| SHELTER A MUTT INC | ||||||||
| 15414 GYPSY STREET | CORPUS CHRISTI | TX | 78418 | NONE | PC | 2025 DONATION | $2,000 | |
| SISTERS OF PROVIDENCE | ||||||||
| 1 SISTERS OF PROVIDENCE | SAINT MARY OF THE WOOD | IN | 47876 | NONE | PC | VACATIONS AND PROVIDENCE TEEN MINISTRY | $1,000 | |
| SISTERS OF PROVIDENCE | ||||||||
| 1 SISTERS OF PROVIDENCE | SAINT MARY OF THE WOOD | IN | 47876 | NONE | PC | 2025 DONATION | $1,000 | |
| SOUTH TEXAS INSTITUTE FOR THE ARTS | ||||||||
| 1902 NORTH SHORELINE BOULEVARD | CORPUS CHRISTI | TX | 78401 | NONE | PC | YOUTH EDUCATION PROGRAMS | $2,500 | |
| SOUTH TEXAS LIGHTHOUSE FOR THE BLIND | ||||||||
| 4421 AGNES STREET | CORPUS CHRISTI | TX | 78405 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| SOUTH TEXAS MISSION OF MERCY | ||||||||
| 1660 SOUTH STAPLES STREETSUITE 100 | CORPUS CHRISTI | TX | 78404 | NONE | PC | FUNDING FOR OPERATIONAL COSTS | $2,500 | |
| SOUTH TEXAS PUBLIC BROADCASTING SYSTEM | ||||||||
| 3205 SOUTH STAPLES | CORPUS CHRISTI | TX | 78411 | NONE | PC | 2025 DONATION | $1,000 | |
| SOUTH TEXAS PUBLIC BROADCASTING SYSTEM | ||||||||
| 3205 SOUTH STAPLES | CORPUS CHRISTI | TX | 78411 | NONE | PC | CHALLENGE! ACADEMIC TOURNAMENT 2025-2026 YEAR | $2,500 | |
| ST JOHN NEPOMUCENE CATHOLIC CHURCH | ||||||||
| 603 NORTH FIRST STREET | ROBSTOWN | TX | 78380 | NONE | PC | 2025 DONATION | $1,500 | |
| ST JOHN PAUL II HIGH SCHOOL | ||||||||
| 3036 SARATOGA BOULEVARD | CORPUS CHRISTI | TX | 78415 | NONE | PC | TRANSPORTATION EXPENSES | $2,500 | |
| ST THOMAS THE APOSTLE CATHOLIC CHURCH | ||||||||
| 16602 FM 624 | ROBSTOWN | TX | 78380 | NONE | PC | YOUTH MINISTRIES | $3,000 | |
| TENNIS SUCCESS INC | ||||||||
| PO BOX 71647 | CORPUS CHRISTI | TX | 78467 | NONE | PC | EDUCATION, TENNIS, AND HEALTHY LIVING PROGRAMS FOR UNDERSERVED YOUTH | $2,500 | |
| TEXAS A&M AGRILIFE EXTENSION SERVICE | ||||||||
| 10345 HIGHWAY 44 | CORPUS CHRISTI | TX | 78406 | NONE | PC | COASTAL BEND AG GRANT | $36,000 | |
| TEXAS A&M AGRILIFE RESEACH | ||||||||
| 10345 HIGHWAY 44 | CORPUS CHRISTI | TX | 78406 | NONE | PC | CROP & LIVESTOCK ALTERNATIVES FOR THE COASTAL BEND REGION | $30,000 | |
| TEXAS A&M UNIVERSITY-KINGSVILLE FOUNDATION | ||||||||
| MSC 173 700 UNIVERSITY BOULEVARD | KINGSVILLE | TX | 78363 | NONE | PC | BRIDGE THE GAP: CSDO EDITION | $5,000 | |
| TEXAS A&M UNIVERSITY-KINGSVILLE FOUNDATION | ||||||||
| MSC 173 700 UNIVERSITY BOULEVARD | KINGSVILLE | TX | 78363 | NONE | PC | INCREASING THE EDUCATIONAL CAPACITY OF AN AGRICULTURAL PROPERTY | $9,550 | |
| TEXAS A&M-CORPUS CHRISTI FOUNDATION | ||||||||
| 6300 OCEAN DRIVE UNIT 5741 | CORPUS CHRISTI | TX | 78412 | NONE | PC | BEHMANN BROTHERS FOUNDATION ANNUAL SCHOLARSHIP | $10,000 | |
| TEXAS A&M-CORPUS CHRISTI FOUNDATION | ||||||||
| 6300 OCEAN DRIVE UNIT 5741 | CORPUS CHRISTI | TX | 78412 | NONE | PC | BEHMANN BROTHERS FOUNDATION SECOND FLOOR EXHIBIT SPACE | $5,000 | |
| TEXAS A&M-CORPUS CHRISTI FOUNDATION | ||||||||
| 6300 OCEAN DRIVE UNIT 5741 | CORPUS CHRISTI | TX | 78412 | NONE | PC | BEHMANN BROTHERS FOUNDATION ENDOWED SCHOLARSHIP | $10,000 | |
| TEXAS A&M-CORPUS CHRISTI FOUNDATION | ||||||||
| 6300 OCEAN DRIVE UNIT 5741 | CORPUS CHRISTI | TX | 78412 | NONE | PC | BEHMANN BROTHERS FOUNDATION MUSIC THEORY CLASSROOM | $10,000 | |
| TEXAS MARITIME MUSEUM ASSOCIATION | ||||||||
| 1202 NAVIGATION CIRCLE | ROCKPORT | TX | 78382 | NONE | PC | EDUCATION PROGRAMMING | $2,500 | |
| TEXAS STATE AQUARIUM | ||||||||
| 2710 NORTH SHORELINE BOULEVARD | CORPUS CHRISTI | TX | 78402 | NONE | PC | TEXAS WILDLIFE ACADEMY | $2,500 | |
| TEXAS STATE AQUARIUM | ||||||||
| 2710 NORTH SHORELINE BOULEVARD | CORPUS CHRISTI | TX | 78402 | NONE | PC | 2025 DONATIONS | $2,000 | |
| THE MIRACLE LEAGUE OF CORPUS CHRISTI | ||||||||
| PO BOX 531 | CORPUS CHRISTI | TX | 78403 | NONE | PC | MIRACLE LEAGUE GENERAL SUPPORT 2025 | $2,500 | |
| THE RISE SCHOOL | ||||||||
| 2030 RISE ROAD | CORPUS CHRISTI | TX | 78411 | NONE | PC | BRIDGING THE TUITION GAP | $2,500 | |
| THE SALVATION ARMY OF CORPUS CHRISTI | ||||||||
| 1804 BUFORD STREET | CORPUS CHRISTI | TX | 78404 | NONE | PC | FAMILY SHELTER PROGRAM | $5,000 | |
| THE SPIRIT CENTER | ||||||||
| 5201 LIPES BOULEVARD | CORPUS CHRISTI | TX | 78413 | NONE | PC | 2025 DONATION | $1,000 | |
| THE SPIRIT CENTER | ||||||||
| 5201 LIPES BOULEVARD | CORPUS CHRISTI | TX | 78413 | NONE | PC | 2025 DONATIONS | $500 | |
| TIMON'S MINISTRIES | ||||||||
| 10501 SOUTH PADRE ISLAND DRIVE | CORPUS CHRISTI | TX | 78418 | NONE | PC | GENERAL OPERATIONS FUNDING | $2,500 | |
| WESLEY COMMUNITY CENTER | ||||||||
| PO BOX 7099 | CORPUS CHRISTI | TX | 78467 | NONE | PC | WESLEY COMMUNITY CENTER PROGRAMMING 2025 | $2,500 | |
| WOMEN'S SHELTER OF SOUTH TEXAS | ||||||||
| PO BOX 3368 | CORPUS CHRISTI | TX | 78463 | NONE | PC | 2025 DONATIONS | $500 | |
| YOUTH ODYSSEY INC | ||||||||
| PO BOX 331394 | CORPUS CHRISTI | TX | 78463 | NONE | PC | YOUTH ODYSSEY SUMMER PROGRAMMING SUPPORT | $2,500 | |
| YWCA CORPUS CHRISTI | ||||||||
| 4601 CORONA DRIVE | CORPUS CHRISTI | TX | 78411 | NONE | PC | YWCA YWTEEN PROGRAM | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $363,840 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $136,180 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $7,687 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $744,262 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $888,129 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $888,129 | 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) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $9,495 | Amt |
| Net Investment Income | $5,510 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,985 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $8,142,237 | EOYBookValueAmt |
| EOYFMV | $10,556,022 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| COMPUTER & PRINTER | $1,586 | $1,586 | $0 | $1,586 |
| LAND | $131,419 | $0 | $131,419 | $131,419 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| OIL & GAS ROYALTIES | $228,500 | $228,500 |
| LESS ACCUMULATED DEPLETION | -$87,302 | -$87,302 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $100 | $100 | $0 |
| OFFICE SUPPLIES | $189 | $95 | $94 |
| PUBLIC NOTICE | $360 | $0 | $360 |
| BOARD MEETING EXPENSES | $500 | $500 | $0 |
| INSURANCE EXPENSE | $3,380 | $3,380 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL LIABILITIES | $2,044 | $2,044 |
| EXCISE TAX LIABILITY | $0 | $4,327 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER FEES | CategoryTxt |
| Amt | $7,722 | Amt |
| Net Investment Income | $7,722 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $2,846 | $2,134 | $711 |
| FOREIGN TAXES | $4,357 | $4,357 | $0 |
| EXCISE TAX | $11,494 | $11,494 | $0 |
| TAXES | $927 | $927 | $0 |