SADLER FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SADLER FAMILY FOUNDATION (EIN 75-2918989)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202401369349104735
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T14:11:00-07:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY & PETERS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3304 S BROADWAY AVE | AddressLine1Txt |
| City | TYLER | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752918989 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SADLER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SADL | BusinessNameControlTxt |
| Phone | 9037870788 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1746 | AddressLine1Txt |
| City | HENDERSON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75653 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAROLD SADLER | PersonNm |
| Person Title | MANAGER/DIRECTOR | PersonTitleTxt |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HAROLD | PersonFirstNm |
| Person Last | SADLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ginny Ragland | PreparerPersonNm |
| PTIN | P00160325 | PTIN |
| Phone | 9035976311 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $58,851,509 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $12,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,435,275 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,435,275 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $871 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $871 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$983 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$500,509 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,168,459 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | -$32,774 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,914,863 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,436,146 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $36,813 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $36,813 | OthEmplSlrsWgsNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,733 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,733 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $156,635 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $156,635 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $54,262 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,697 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $208 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $208 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $7,300 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,219 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $259,951 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $208,305 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,098,684 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,098,684 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,358,635 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $208,305 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,098,684 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,443,772 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,227,841 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $323,375 | CashBOYAmt |
| Cash EOY | $2,948,909 | CashEOYAmt |
| Cash EOYFMV | $2,948,909 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,156,898 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,785,564 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,785,564 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $3,768,829 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $9,925,066 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $3,768,829 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $3,768,829 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $35,288,403 | CorporateStockBOYAmt |
| Corporate Stock EOY | $36,029,408 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $41,661,788 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $11,761,876 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,385,712 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,581,719 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments BOY | $39,964 | LandBldgInvestmentsBOYAmt |
| Other Investments BOY | $104,700 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $104,700 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $104,700 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,926 | OtherAssetsBOYAmt |
| Total Assets BOY | $58,603,208 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,023,122 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $58,851,509 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $12,007 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $11,071 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $12,007 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,071 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $58,591,201 | RetainedEarningBOYAmt |
| Retained Earning EOY | $54,012,051 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $58,591,201 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $54,012,051 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $58,603,208 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $54,023,122 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $58,591,201 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,443,772 | ExcessRevenueOverExpensesAmt |
| Subtotal | $55,147,429 | SubtotalAmt |
| Other Decreases | $1,135,378 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $54,012,051 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | DepreciationDepreciationAmt |
|---|---|---|---|---|---|---|---|---|
| UBS ACCT #2214 - ST SALES | P | 2022-07-01 | 2023-06-30 | $2,164,213 | $2,250,000 | -$85,787 | -$85,787 | |
| UBS ACCT #2214 - LT SALES | P | 2021-07-01 | 2023-06-30 | $3,720,908 | $4,200,000 | -$479,092 | -$479,092 | |
| UBS ACCT #2328 - ST SALES | P | 2022-07-01 | 2023-06-30 | $574,450 | $586,148 | -$11,698 | -$11,698 | |
| UBS ACCT #2328 - LT SALES | P | 2021-07-01 | 2023-06-30 | $1,981,793 | $1,670,933 | $310,860 | $310,860 | |
| UBS ACCT #2329 - ST SALES | P | 2022-07-01 | 2023-06-30 | $1,504,754 | $1,547,137 | -$42,383 | -$42,383 | |
| UBS ACCT #2328 - LT SALES | P | 2021-07-01 | 2023-06-30 | $2,620,071 | $3,006,666 | -$386,595 | -$386,595 | |
| UBS ACCT #2330 - ST SALES | P | 2022-07-01 | 2023-06-30 | $712,890 | $712,683 | $207 | $207 | |
| UBS ACCT #2330 - LT SALES | P | 2021-07-01 | 2023-06-30 | $71,280 | $74,185 | -$2,905 | -$2,905 | |
| UBS ACCT #2342 - ST SALES | P | 2022-07-01 | 2023-06-30 | $715,928 | $752,049 | -$36,121 | -$36,121 | |
| UBS ACCT #2342 - LT SALES | P | 2021-07-01 | 2023-06-30 | $2,724,026 | $2,403,000 | $321,026 | $321,026 | |
| UBS ACCT #2394 - ST SALES | P | 2022-07-01 | 2023-06-30 | $68,890 | $79,175 | -$10,285 | -$10,285 | |
| UBS ACCT #2394 - LT SALES | P | 2021-07-01 | 2023-06-30 | $262,515 | $190,384 | $72,131 | $72,131 | |
| UBS ACCT #2395 - ST SALES | P | 2022-07-01 | 2023-06-30 | $516,502 | $659,975 | -$143,473 | -$143,473 | |
| UBS ACCT #2395 - LT SALES | P | 2021-07-01 | 2023-06-30 | $462,163 | $495,831 | -$33,668 | -$33,668 | |
| PARTNERSHIP LT CAP GAIN | P | 2021-07-01 | 2023-06-30 | $76 | $76 | $76 | ||
| HOUSE-1101 S 14TH ST LONGVIEW | P | 2011-01-01 | 2022-08-02 | $68,000 | $69,735 | $27,198 | $27,198 | $28,933 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$500,509 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$329,540 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,967 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $30,967 | SubtotalAmt |
| Tax Based On Investment Income | $30,967 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,558 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $63,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $64,558 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,470 | EsPenaltyAmt |
| Overpayment | $32,121 | OverpaymentAmt |
| Applied To ES Tax | $32,121 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAROLD SADLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9036460996 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1746 | AddressLine1Txt |
| City | HENDERSON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75653 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| HAROLD SADLER | ||||||
| 1206 N FRISCO | HENDERSON | TX | 75653 | Manager/Directo | 3.00 | $0 |
| MILDRED SADLER | ||||||
| PO BOX 1088 | HENDERSON | TX | 75653 | Director | 0.00 | $0 |
| ROBIN SADLER | ||||||
| PO BOX 1088 | HENDERSON | TX | 75653 | Director | 0.00 | $0 |
| JASON FLANAGAN | ||||||
| PO BOX 1088 | HENDERSON | TX | 75653 | Director | 0.00 | $0 |
| SAMUEL SADLER | ||||||
| PO BOX 1088 | HENDERSON | TX | 75653 | Director | 0.00 | $0 |
| JACK SADLER | ||||||
| PO BOX 1088 | HENDERSON | TX | 75653 | Director | 0.00 | $0 |
| BARBARA QUINN | ||||||
| PO BOX 1088 | HENDERSON | TX | 75653 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $47,010,545 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,570,768 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,809,466 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $56,390,779 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $56,390,779 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $845,862 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $55,544,917 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,777,246 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,777,246 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,967 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,967 | TotalTaxAmt |
| Distributable Before Adj | $2,746,279 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,746,279 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,746,279 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,098,684 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $5,098,684 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,746,279 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $1,403,544 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,403,544 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,098,684 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,746,279 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,352,405 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,755,949 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,755,949 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,403,544 | ExcessFromYear1Amt |
| Excess From Current Year | $2,352,405 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JASON FLANAGAN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SADLER FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1746 | AddressLine1Txt |
| City | HENDERSON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75653 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9035392159 | RecipientPhoneNum |
| Recipient Email Address | dgoode@sbbqinvestments.com | RecipientEmailAddressTxt |
| Form And Info And Materials | SUBMISSIONS SHOULD BE MADE BY LETTER WITH THE FOLLOWING INFORMATION:1. NAME OF GROUP OR ORGANIZATION2. PURPOSE OF ORGANIZATION'S ACTIVITIES3. STATE THE SPECIFIED NEED4. COPY OF NON-PROFIT DOCUMENTS5. AMOUNT REQUESTED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | 1. ORGANIZATION MUST BE DOMICILED IN THE US2. MUST BE A NON-PROFIT ORGANIZATION3. GRANTS ARE MADE PRIMARILY TO CHRISTIAN EDUCATION, YOUTH SPORTS GROUPS AND YOUTH OR ELDERLY IN FINANCIAL NEED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Full Armor Christian Academy | |||||||
| PO Box 208 | Henderson | TX | 75653 | None | PC | GENERAL SUPPORT | $363,701 |
| Iglesia Baptiste Church | |||||||
| 520 W Main St | Henderson | TX | 75652 | None | PC | GENERAL SUPPORT | $117,340 |
| First Baptist Church | |||||||
| 207 W Main St | Henderson | TX | 75652 | None | PC | GENERAL SUPPORT | $77,139 |
| Gospel for Muslims | |||||||
| PO Box 540294 | Dallas | TX | 75354 | None | PC | GENERAL SUPPORT | $504,400 |
| Kilgore College | |||||||
| 1100 Broadway | Kilgore | TX | 75662 | None | PC | GENERAL SUPPORT | $630 |
| Christian Women's Job Corps | |||||||
| 210 N Sioux Street | Henderson | TX | 75652 | None | PC | GENERAL SUPPORT | $35,000 |
| Boys Girls Club of Rusk County | |||||||
| 710 Robertson Blvd | Henderson | TX | 75652 | None | PC | GENERAL SUPPORT | $3,600 |
| Dallas Baptist University | |||||||
| 3000 Mountain Creek Parkway | Dallas | TX | 75211 | None | PC | GENERAL SUPPORT | $25,000 |
| Faith Comes By Hearing | |||||||
| 2421 Axtec Rd NE | Albuquerque | NM | 87101 | None | PC | GENERAL SUPPORT | $38,400 |
| Carlisle Alumni Assn | |||||||
| PO Box 3 | Carlisle | IA | 50047 | None | PC | GENERAL SUPPORT | $5,600 |
| Judicial Watch | |||||||
| PO Box 96234 | Washington DC | DC | 20077 | NONE | PC | GENERAL SUPPORT | $500 |
| Texas AM University | |||||||
| 6001 TAMU | College Station | TX | 77843 | NONE | PC | GENERAL SUPPORT | $24,948 |
| Carlisle Baptist Church | |||||||
| 3590 CR 491 S | Henderson | TX | 75654 | NONE | PC | GENERAL SUPPORT | $1,000 |
| Help the Youth | |||||||
| PO Box 1121 | Henderson | TX | 75653 | NONE | PC | GENERAL SUPPORT | $850 |
| Asha Partners | |||||||
| PO BOX 540294 | DALLAS | TX | 75354 | NONE | PC | GENERAL SUPPORT | $3,751,241 |
| East Texas Baptist Univeristy | |||||||
| One Tiger Drive | Marshall | TX | 75670 | NONE | PC | GENERAL SUPPORT | $129,335 |
| Liberty Counsel | |||||||
| PO BOX 540774 | ORLANDO | FL | 32854 | NONE | PC | GENERAL SUPPORT | $15,000 |
| Samaritan's Purse | |||||||
| PO Box 3000 | BOONE | NC | 28607 | NONE | PC | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,098,684 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,435,275 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$983 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$500,509 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| PARTNERSHIP UBTI | 901101 | -$32,102 |
| PARTNERSHIP UBTI SEC 1231 | 901101 | -$672 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$32,774 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,933,783 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,901,009 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JASON FLANAGAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1821 EAST MAIN ST | AddressLine1Txt |
| City | HENDERSON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75652 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $12,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Professional Fees | CategoryTxt |
| Amt | $4,733 | Amt |
| Net Investment Income | $4,733 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | HOUSE-1101 S 14TH ST LONGVIEW | PropertyDesc |
| Acquired | 2011-01-01 | AcquiredDt |
| Cost Or Other Basis | $68,689 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $28,725 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 27.5000 | LifeRt |
| Current Year Expense | $208 | CurrentYearExpenseAmt |
| Net Investment Income | $208 | NetInvestmentIncomeAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Loyalty Vision Corp | AT COST | $100,000 | $100,000 |
| SSFL Foundation | AT COST | $4,700 | $4,700 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MISCELLANEOUS EXPENSES | $331 | $331 |
| PARTNERSHIP NON-DEDUCTIBLE EXPENSE | $81 | |
| PARTNERSHIP OTHER DEDUCTIONS | $5,242 | $5,242 |
| Rental Expenses | $1,646 | $1,646 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| PARTNERSHIP UBTI | -$32,102 |
| PARTNERSHIP UBTI SEC 1231 | -$672 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $156,635 | Amt |
| Net Investment Income | $156,635 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JASON FLANAGAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1821 EAST MAIN ST | AddressLine1Txt |
| City | HENDERSON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75652 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAXES | $51,565 | |
| FOREIGN TAX EXPENSE | $2,697 | $2,697 |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SFF LAND LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1746 | AddressLine1Txt |
| City | HENDERSON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75653 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320329578 | EIN |
| Desc | PAYMENTS OF MORTGAGE INTEREST EXPENSE | Desc |
| Amt | $5,957 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,957 | TotalAmt |
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