VANDAL AND WINIFRED MERCER TEXAS A & M EDUCATIONAL FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- VANDAL AND WINIFRED MERCER TEXAS A & M EDUCATIONAL FOUNDATION (EIN 76-0472391)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-28
- IRS object ID
- 202601189349101650
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-28T17:34:56-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760448495 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAM LANGSTON & BREZINA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 MARKET ST STE 400 | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77550 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760472391 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE VANDAL & WINIFRED MERCER TEXAS | BusinessNameLine1Txt |
| Business Name Line2 | A & M EDUCATIONAL FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MERC | BusinessNameControlTxt |
| Phone | 4097707165 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FROST BANK 2201 MARKET 3RD FL | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77550 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDSAY GLOVER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4097707158 | PhoneNum |
| Signature | 2026-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN R MC KENNA JR | PreparerPersonNm |
| PTIN | P00618649 | PTIN |
| Phone | 4097659311 | PhoneNum |
| Preparation | 2026-04-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $2,817,234 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,536 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,536 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $4,536 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $64,323 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,323 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $64,323 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $170,856 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $715,957 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $170,856 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Incm Modifications Adj Net Incm | $85,182 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | $5,943 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,943 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $5,943 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $245,658 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $245,658 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $159,984 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $63,853 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,758 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $7,758 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $49,020 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $800 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $11 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,094 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,451 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $2,451 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $70,558 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,020 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $11,020 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $49,820 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $101,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $101,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $171,808 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,020 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $11,020 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $151,070 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $73,850 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $234,638 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $148,964 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $265 | CashBOYAmt |
| Cash EOY | $66 | CashEOYAmt |
| Cash EOYFMV | $66 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $168,855 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $114,536 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $114,536 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,978 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,004 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,978 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,978 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $1,560 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,680 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,680 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $1,918,477 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,130,933 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,677,143 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $4 | OtherAssetsBOYAmt |
| Other Assets EOY | $4 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $20,831 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,091,165 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,250,197 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,817,234 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,091,165 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,250,197 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,091,165 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,250,197 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,091,165 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,250,197 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,091,165 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $73,850 | ExcessRevenueOverExpensesAmt |
| Other Increases | $85,182 | OtherIncreasesAmt |
| Subtotal | $2,250,197 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,250,197 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| ARTISAN HIGH INCOME FUND | 2021-03-09 | 2025-04-01 | $177 | $198 | -$21 | -$21 | |
| BAIRD AGGREGATE BOND FUND | 2024-09-06 | 2025-04-01 | $15,802 | $16,187 | -$385 | -$385 | |
| BAIRD AGGREGATE BOND FUND | 2024-09-06 | 2025-10-08 | $31,970 | $32,322 | -$352 | -$352 | |
| FULLER & THALER BEHAVIORAL SM CAP EQTY FD | 2024-04-10 | 2025-07-31 | $2,030 | $1,937 | $93 | $93 | |
| FULLER & THALER BEHAVIORAL SM CAP EQTY FD | 2024-04-10 | 2025-10-08 | $2,959 | $2,630 | $329 | $329 | |
| DODGE & COX INTL STOCK FD | 2024-04-10 | 2025-07-31 | $10,701 | $8,827 | $1,874 | $1,874 | |
| FROST GROWTH EQUITY FUND | 2025-07-31 | $54,759 | $48,887 | $5,872 | $5,872 | ||
| FROST GROWTH EQUITY FUND | 2025-10-08 | $24,321 | $18,888 | $5,433 | $5,433 | ||
| FROST TOTAL RETURN BOND FD | 2025-04-01 | 2025-10-08 | $22,385 | $22,453 | -$68 | -$68 | |
| FROST TOTAL RETURN BOND FD | 2017-01-25 | 2025-10-08 | $24,354 | $25,871 | -$1,517 | -$1,517 | |
| GOLDMAN SACHS EMERG MKTS INSIGHTS FD | 2024-04-10 | 2025-07-31 | $2,853 | $2,473 | $380 | $380 | |
| GOLDMAN SACHS EMERG MKTS INSIGHTS FD | 2024-04-10 | 2025-10-08 | $6,823 | $5,233 | $1,590 | $1,590 | |
| ISHARES MSCI EMERG MKTS EX-CHINA ETF | 2024-04-10 | 2025-10-08 | $3,812 | $3,166 | $646 | $646 | |
| JHANCOCK DISC VALUE MID CAP FD | 2023-04-13 | 2025-07-31 | $1,038 | $887 | $151 | $151 | |
| MFS VALUE FUND | 2022-02-01 | 2025-10-08 | $17,906 | $17,859 | $47 | $47 | |
| T ROWE PRICE MIDCAP GROWTH FD | 2025-04-01 | $42,115 | $45,465 | -$3,350 | -$3,350 | ||
| T ROWE PRICE MIDCAP GROWTH FD | 2025-07-31 | $96,413 | $77,154 | $19,259 | $19,259 | ||
| KEMPNER MULTI-CAP DEEP VALUE FD | 2025-05-06 | $25,000 | $22,054 | $2,946 | $2,946 | ||
| KEMPNER MULTI-CAP DEEP VALUE FD | 1995-05-31 | 2025-07-31 | $25,000 | $19,938 | $5,062 | $5,062 | |
| KEMPNER MULTI-CAP DEEP VALUE FD | 2025-10-08 | $176,526 | $172,672 | $3,854 | $3,854 | ||
| CAPITAL GAINS DIVIDENDS | $129,013 | $129,013 | $129,013 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $170,856 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$453 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,261 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,261 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,261 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,680 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $581 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 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 | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FROST BANK TRUST DEPT | IndividualWithBooksNm |
| Phone | 4097707158 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2201 MARKET ST 3RD FLOOR | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77550 | 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 |
| 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 (3 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| FROST BANK | |||||||||
| 2201 MARKET STREET 3RD FLOOR | GALVESTON | TX | 77550 | TRUSTEE | 4.00 | $63,853 | $0 | $0 | |
| MELISSA HERNANDEZ | |||||||||
| FROST BANK 2201 MARKET 3RD FLOOR | GALVESTON | TX | 77550 | ADVISORY COMMITTEE | 0.00 | $0 | $0 | $0 | |
| EDWIN CUSTODIO | |||||||||
| FROST BANK 1700 POST OAK BLVD STE | HOUSTON | TX | 77056 | ADVISORY COMMITTEE | 0.00 | $0 | $0 | $0 | 400 |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROVIDES INTEREST-FREE LOANS TO NEEDY/WORTHY STUDENTS WHO ARE TEXAS RESIDENTS AND GRADUATES OF TEXAS HIGH SCHOOLS AND WHO ATTEND TEXAS A&M UNIVERSITY | Description1Txt |
| Expenses1 | $151,070 | Expenses1Amt |
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 | $2,551,087 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $117,539 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $25,489 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,694,115 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,694,115 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,412 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,653,703 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $132,685 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $151,070 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $151,070 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $132,685 | CurrentYearAmt |
| Year1 | $124,842 | Year1Amt |
| Year2 | $107,799 | Year2Amt |
| Year3 | $110,344 | Year3Amt |
| Total | $475,670 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $112,782 | CurrentYearAmt |
| Year1 | $106,116 | Year1Amt |
| Year2 | $91,629 | Year2Amt |
| Year3 | $93,792 | Year3Amt |
| Total | $404,320 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $151,070 | CurrentYearAmt |
| Year1 | $155,504 | Year1Amt |
| Year2 | $172,781 | Year2Amt |
| Year3 | $111,121 | Year3Amt |
| Total | $590,476 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $151,070 | CurrentYearAmt |
| Year1 | $155,504 | Year1Amt |
| Year2 | $172,781 | Year2Amt |
| Year3 | $111,121 | Year3Amt |
| Total | $590,476 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $88,457 | CurrentYearAmt |
| Year1 | $83,228 | Year1Amt |
| Year2 | $71,866 | Year2Amt |
| Year3 | $73,563 | Year3Amt |
| Total | $317,114 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FROST BANK TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8210 | AddressLine1Txt |
| City | GALVESTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 775538210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4097705665 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT FROST BANK AT (409) 770-5665 FOR AN APPLICATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ACCEPTED JANUARY 1 THROUGH MARCH 31 OF EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | NEEDY/WORTHY STUDENTS, TEXAS RESIDENTS, GRADUATE OF TX HIGH SCHOOL, ATTEND TEXAS A & M UNIVERSITY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABIGAIL HENNING | |||||||
| 4510 FERN HILL | SAN ANTONIO | TX | 78259 | NONE | I | EDUCATIONAL | $2,500 |
| ABIGAIL PILLAR | |||||||
| 2609 BELUCHE DR | GALVESTON | TX | 77551 | NONE | I | EDUCATIONAL | $2,500 |
| AMELIA WINSON | |||||||
| 3610 QUIET MEADOW CT | MANVEL | TX | 77578 | NONE | I | EDUCATIONAL | $2,500 |
| ANDIE JONES | |||||||
| 3014 ANTLER WAY | MISSOURI CITY | TX | 77459 | NONE | I | EDUCATIONAL | $2,500 |
| ALLISON LUTZ - REVERSE PRIOR YEAR L | |||||||
| 1102 BELCLAIRE | SAN ANTONIO | TX | 78258 | NONE | I | EDUCATIONAL | -$1,250 |
| ANNA ROSE HOFFMAN | |||||||
| 2907 BELUCHE DR | GALVESTON | TX | 77551 | NONE | I | EDUCATIONAL | $2,500 |
| ANNIE BARNES | |||||||
| 2912 AUBURN WOODS DR | PEARLAND | TX | 77581 | NONE | I | EDUCATIONAL | $2,500 |
| ASHER MUELLER | |||||||
| 5305 ANKARA CT | AUSTIN | TX | 78730 | NONE | I | EDUCATIONAL | $2,500 |
| AVERY JOHNSON | |||||||
| 5922 WATERLILY PARK LN | FULSHEAR | TX | 77441 | NONE | I | EDUCATIONAL | $2,500 |
| AVARI SINGLETON | |||||||
| 422 BAYRIDGE DR | LA PORTE | TX | 77571 | NONE | I | EDUCATIONAL | $2,500 |
| BRODY STANTON | |||||||
| 33603 WALNUT CROSSING | MAGNOLIA | TX | 77355 | NONE | I | EDUCATIONAL | $2,500 |
| COOPER CHAMBLISS | |||||||
| 307 CANDLE STONE CT | COLLEGE STATION | TX | 77845 | NONE | I | EDUCATIONAL | $2,500 |
| CECILY HANSELKA | |||||||
| 1208 COUNTRY VIEW DR | LA VERNIA | TX | 78121 | NONE | I | EDUCATIONAL | $2,500 |
| DAWSON MASON | |||||||
| 608 CHESTERFIELD LN | LEAGUE CITY | TX | 77573 | NONE | I | EDUCATIONAL | $2,500 |
| EMILY BROWN | |||||||
| 2621 WARKWORTH LN | COLLEGE STATION | TX | 77845 | NONE | I | EDUCATIONAL | $2,500 |
| ELLA NORTON | |||||||
| 5412 CROSSWATER DR | COLLEGE STATION | TX | 77845 | NONE | I | EDUCATIONAL | $2,500 |
| ERIN MADDEN | |||||||
| 160 MYSTIC HOLLOW | BUDA | TX | 78610 | NONE | I | EDUCATIONAL | $2,500 |
| FAITH HOLZER | |||||||
| 1631 MORNING SHADOWS DR | SUGAR LAND | TX | 77479 | NONE | I | EDUCATIONAL | $2,500 |
| GILLIAN CHILDS | |||||||
| 4033 OUTPOST TRACE | LAGO VISTA | TX | 78645 | NONE | I | EDUCATIONAL | $2,500 |
| GUILLERMO PANTALEON | |||||||
| 434 ROCKDALE WEST RD | ROCKDALE | TX | 76567 | NONE | I | EDUCATIONAL | $2,500 |
| HUNTER HUTCHINS | |||||||
| 12006 WEATHERFORD DR | BELTON | TX | 76513 | NONE | I | EDUCATIONAL | $2,500 |
| JOHNSON BROWN | |||||||
| 1102 ROYAL ADELADE | COLLEGE STATION | TX | 77845 | NONE | I | EDUCATIONAL | $2,500 |
| KAILEY THOMPSON | |||||||
| 2310 17TH N | TEXAS CITY | TX | 77590 | NONE | I | EDUCATIONAL | $2,500 |
| KYLE GOERTZ | |||||||
| 315 MAKAHA DR | BASTROP | TX | 78602 | NONE | I | EDUCATIONAL | $2,500 |
| KENDALL BEAL | |||||||
| 3446 FM 2674 RD | EL CAMPO | TX | 77437 | NONE | I | EDUCATIONAL | $2,500 |
| LANDON HAMMERLE | |||||||
| 1601 BERWICK DR | MCKINNEY | TX | 75072 | NONE | I | EDUCATIONAL | $2,500 |
| LILIANA RODRIGUEZ | |||||||
| 5710 76TH ST | LUBBOCK | TX | 79424 | NONE | I | EDUCATIONAL | $2,500 |
| LUCAS RODRIGUEZ | |||||||
| 5710 76TH ST | LUBBOCK | TX | 79424 | NONE | I | EDUCATIONAL | $2,500 |
| PARKER FOSSETT | |||||||
| 606 DOGWOOD DR | LITTLE RIVER ACADEMY | TX | 76554 | NONE | I | EDUCATIONAL | $2,500 |
| RYLAN MARAK | |||||||
| 412 COUNTY ROAD 154 | HALLETTSVILLE | TX | 77964 | NONE | I | EDUCATIONAL | $2,500 |
| SAMUEL PURCELL | |||||||
| 10609 NEWCROFT PLACE | HELOTES | TX | 78023 | NONE | I | EDUCATIONAL | $2,500 |
| STEPHEN BERG | |||||||
| 5201 REMINGTON PARK DR | FLOWER MOUND | TX | 75028 | NONE | I | EDUCATIONAL | $2,500 |
| STEVEN NIXON | |||||||
| 1129 ELLEN DR | DEER PARK | TX | 77536 | NONE | I | EDUCATIONAL | $2,500 |
| SCARLETT PANTALEON | |||||||
| 434 ROCKDALE WEST RD | ROCKDALE | TX | 76567 | NONE | I | EDUCATIONAL | $2,500 |
| SEAN MCCOY | |||||||
| 7811 LEIGHTON TRAIL | PASADENA | TX | 77505 | NONE | I | EDUCATIONAL | $2,500 |
| WILLIAM RUSSO | |||||||
| 4608 PARK CT | BELLAIRE | TX | 77401 | NONE | I | EDUCATIONAL | $2,500 |
| ZOIE PARTLOW | |||||||
| 1913 DUBLIN DR | DEER PARK | TX | 77536 | NONE | I | EDUCATIONAL | $2,500 |
| MAKINZIE STUTTS | |||||||
| 5318 LACEY OAK MEADOW DR | KATY | TX | 77494 | NONE | I | EDUCATIONAL | $2,500 |
| REAGAN SMITH | |||||||
| 2503 BARCELONA WAY | LEAGUE CITY | TX | 77573 | NONE | I | EDUCATIONAL | $2,500 |
| REBECCA REES | |||||||
| 20501 JACKIES RANCH | PFLUGERVILLE | TX | 78660 | NONE | I | EDUCATIONAL | $2,500 |
| SHAIFER GOALEN | |||||||
| 3512 AVENUE P 1/2 | GALVESTON | TX | 77550 | NONE | I | EDUCATIONAL | $2,500 |
| TY GREEN | |||||||
| 479 ARROWHEAD POINT RD | BELTON | TX | 76513 | NONE | I | EDUCATIONAL | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $101,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,536 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,323 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $5,943 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $170,856 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $245,658 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $245,658 | 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 | FORM 990 PF TAX PREP FEE | CategoryTxt |
| Amt | $1,600 | Amt |
| Net Investment Income | $800 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $800 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $800 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,130,933 | BookValueAmt |
| EOYFMV | $2,677,143 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MINERAL INTERESTS | Desc |
| BOY Book Value | $4 | BOYBookValueAmt |
| EOY Book Value | $4 | EOYBookValueAmt |
| EOYFMV | $20,831 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OIL & GAS ROYALTY INCOME | Desc |
| Revenue And Expenses Per Books | $5,943 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,943 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,943 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REPAYMENTS OF STUDENT LOANS | Desc |
| Amt | $85,182 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RENDITION FEE | CategoryTxt |
| Amt | $11 | Amt |
| Net Investment Income | $11 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX ON INVESTMENT INCOME | $2,643 | $0 | $0 | $0 |
| OIL & GAS PRODUCTION TAXES | $403 | $403 | $403 | $0 |
| OIL & GAS AD VALOREM TAXES | $793 | $793 | $793 | $0 |
| FOREIGN TAXES ON DIVIDENDS | $1,255 | $1,255 | $1,255 | $0 |