OCONNOR & HEWITT FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- OCONNOR & HEWITT FOUNDATION (EIN 74-2527227)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-09
- IRS object ID
- 202421309349100632
- Schema version
- 2023v5.0
- 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
- All Oth Prog Rltd Investments Sch
- Cash Deemed Charitable Expln Stmt
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-09T09:19:40-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 746039142 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF THOMAS O'CONNOR | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 E SANTA ROSA | AddressLine1Txt |
| City | VICTORIA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742527227 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE O'CONNOR & HEWITT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OCON | BusinessNameControlTxt |
| Phone | 3615786271 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 400 | AddressLine1Txt |
| City | VICTORIA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 779020400 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELLEN H SANDERS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3615786271 | PhoneNum |
| Signature | 2024-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELLEN | PersonFirstNm |
| Person Last | SANDERS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 | EARL T FALES CPA | PreparerPersonNm |
| PTIN | P00145032 | PTIN |
| Phone | 3615786271 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $44,730,157 | 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 | $49,601 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $49,601 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $483,079 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $483,079 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $758,774 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,753,802 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $758,774 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $43 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $43 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,291,497 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,291,497 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $77,107 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,711 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $69,396 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $5,899 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $590 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $5,309 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $159,424 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $159,424 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,359 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,848 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $62 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $6 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $268 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $241 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $266,119 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $175,606 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $74,946 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,760,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,760,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,026,719 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $175,606 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,835,546 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$735,222 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,115,891 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,636,816 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,237,010 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,237,010 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $14,964 | AcctRcvblAmt |
| Acct Rcvbl BOY | $30,475 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $14,964 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $14,964 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $25,456,127 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,566,159 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $42,675,090 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,256,676 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $826,800 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $803,062 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,076 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,045 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $92 | LandBOYAmt |
| Land EOY | $31 | LandEOYAmt |
| Land EOYFMV | $31 | LandEOYFMVAmt |
| Total Assets BOY | $28,380,186 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,644,964 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $44,730,157 | 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 | $28,380,186 | RetainedEarningBOYAmt |
| Retained Earning EOY | $27,644,964 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,380,186 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,644,964 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,380,186 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,644,964 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,380,186 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$735,222 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $27,644,964 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,644,964 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $2,753,802 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,995,028 | CostOrOtherBasisAmt |
| Gain Or Loss | $758,774 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $758,774 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $758,774 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,511 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,511 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,511 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,475 | 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 | $30,475 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $14,964 | OverpaymentAmt |
| Applied To ES Tax | $14,964 | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | MARY KAY JANSSEN | IndividualWithBooksNm |
| Phone | 3615786271 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 E SANTA ROSA | AddressLine1Txt |
| City | VICTORIA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77901 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| MARY AUSTIN HEWITT | ||||||||
| P O BOX 400 | VICTORIA | TX | 779020400 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| DENNIS O'CONNOR HEWITT | ||||||||
| P O BOX 400 | VICTORIA | TX | 779020400 | VICE-PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| AMY MIORI | ||||||||
| P O BOX 400 | VICTORIA | TX | 779020400 | SECRETARY/TREASURER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELLEN H SANDERS | ||||||||
| P O BOX 400 | VICTORIA | TX | 779020400 | EXECUTIVE DIRECTOR | 30.00 | $77,107 | $5,899 | $0 |
| BLAND PROCTOR | ||||||||
| P O BOX 400 | VICTORIA | TX | 779020400 | ASSISTANT SECRETARY | 1.00 | $0 | $0 | $0 |
| MARY KAY JANSSEN | ||||||||
| P O BOX 400 | VICTORIA | TX | 779020400 | ASSISTANT TREASURER | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SATHER FINANCIAL GROUP INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 E CONSTITUTION ST | AddressLine1Txt |
| City | VICTORIA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISOR FEE | ServiceTypeTxt |
| Compensation | $159,392 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $39,177,056 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,507,898 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $31 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,684,985 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $40,684,985 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,730,587 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,954,398 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,947,720 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,947,720 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,511 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,511 | TotalTaxAmt |
| Distributable Before Adj | $1,932,209 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,932,209 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,932,209 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,835,546 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,835,546 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,932,209 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,730,587 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,835,546 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,730,587 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $104,959 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | 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 | $1,827,250 | 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 | ELLEN H SANDERS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 400 | AddressLine1Txt |
| City | VICTORIA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 779020400 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3615786271 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE IN WRITING, INCLUDE A RESUME OF ACTIVITIES AND A SPECIFIC DOLLAR AMOUNT REQUEST. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GENERALLY LIMITED TO RELIGIOUS AND CHARITABLE ORGANIZATIONS IN THE SOUTH TEXAS AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (76 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS - CROSSROADS CHAPTER | |||||||
| 1501 E RED RIVER STE A-1 | VICTORIA | TX | 77901 | N/A | PC | OPERATING FUNDS FOR THE PREVENTION OF HUMAN SUFFERING IN THE FACE OF EMERGENCIES | $7,000 |
| ARANSAS COUNTY HISTORICAL SOCIETY | |||||||
| P O BOX 702 | ROCKPORT | TX | 78381 | N/A | PC | OPERATIONAL SUPPORT | $5,000 |
| BASTROP COUNTY ANIMAL SHELTER | |||||||
| P O BOX 1415 | BASTROP | TX | 78602 | N/A | PC | OPERATING SUPPORT FOR PET SHELTER AND ADOPTION AGENCY | $10,000 |
| BASTROP OPERA HOUSE | |||||||
| P O BOX 691 | BASTROP | TX | 78602 | N/A | PC | OPERATING SUPPORT | $5,000 |
| BLUEBONNET EQUINE HUMANE SOCIETY INC | |||||||
| P O BOX 632 | COLLEGE STATION | TX | 77841 | N/A | PC | OPERATING FUNDS TO EDUCATE OWNERS AND HELP EQUINES IN NEED OF ASSISTANCE | $10,000 |
| BLUEBONNET YOUTH RANCH | |||||||
| P O BOX 90 | YOAKUM | TX | 77995 | N/A | PC | SUPPORT FOR ANNUAL GOLF EVENT AND OPERATING FUNDS FOR THE PREVENTION OF CRUELTY TO CHILDREN | $5,000 |
| BOY SCOUTS OF AMERICA - SOUTH TEXAS COUNCIL | |||||||
| 700 EVERHART ROAD STE A | CORPUS CHRISTI | TX | 78411 | N/A | PC | PREPARE YOUNG PEOPLE TO MAKE ETHICAL CHOICES BY INSTILLING THE VALUES OF THE SCOUT OATH AND LAW | $5,000 |
| CAL FARLEY'S BOYS RANCH & AFFILIATES | |||||||
| 600 SW 11TH AVE | AMARILLO | TX | 791013228 | N/A | PC | OPERATING FUNDS TO PREVENT CRUELTY TO CHILDREN | $1,000 |
| CAT TALES RESCUE TEXAS | |||||||
| P O BOX 1497 | ROCKPORT | TX | 78381 | N/A | PC | OPERATIONAL SUPPORT | $10,000 |
| CHILDREN'S DISCOVERY MUSEUM INC | |||||||
| 1205 SAM HOUSTON DRIVE | VICTORIA | TX | 77901 | N/A | PC | UNDERWRITING OF ANNUAL FUNDRAISING GALA | $10,000 |
| CHISHOLM TRAIL HERITAGE MUSEUM | |||||||
| P O BOX 866 | CUERO | TX | 77954 | N/A | PC | CAPITAL CAMPAIGN | $2,500 |
| CHRIST'S KITCHEN | |||||||
| P O BOX 3391 | VICTORIA | TX | 77903 | N/A | PC | PROVIDE MEALS FOR THE HUNGRY IN VICTORIA | $50,000 |
| CHRISTMAS ON THE BEACH | |||||||
| 1919 HWY 35 N 27 | ROCKPORT | TX | 78382 | N/A | PC | OPERATING SUPPORT FOR CHRISTMAS LIGHTS DISPLAY | $1,000 |
| COLE OHRT WALK STRONG FOUNDATION | |||||||
| P O BOX 221 | VICTORIA | TX | 77902 | N/A | PC | OPERATING SUPPORT | $25,000 |
| COUNTY OF REFUGIO - DENNIS M O'CONNOR LIBRARY | |||||||
| 815 S COMMERCE | REFUGIO | TX | 78377 | N/A | GOV | LIBRARY OPERATIONS | $40,000 |
| CROSSROADS GUARDIANS OF HOPE | |||||||
| P O BOX 686 | VICTORIA | TX | 779020686 | N/A | PC | SUPPORT PROJECT TICKLED PINK | $2,000 |
| DOROTHY H O'CONNOR PET ADOPTION CENTER | |||||||
| PO BOX 400 | VICTORIA | TX | 779020400 | N/A | POF | OPERATING SUPPORT FOR PET SHELTER AND ADOPTION AGENCY | $496,100 |
| FOOD BANK OF THE GOLDEN CRESCENT | |||||||
| 801 S LAURENT ST | VICTORIA | TX | 77901 | N/A | PC | FUNDING TO FEED THE HUNGRY IN VICTORIA COUNTY | $60,000 |
| FOUNDATION FIGHTING BLINDNESS INC | |||||||
| 6925 OAKLAND MILLS RD 701 | COLUMBIA | MD | 21045 | N/A | PC | SUPPORT OF RESEARCH FOR PREVENTION, TREATMENTS AND VISION RESTORATION FOR DEGENERATIVE RETINAL DISEASES. | $5,000 |
| FRIENDS OF THE FULTON MANSION | |||||||
| P O BOX 1859 | FULTON | TX | 78358 | N/A | PC | PROVIDE SUPPORT FOR THE FULTON MANSION STATE HISTORIC SITE | $5,000 |
| FULTON VOLUNTEER FIRE DEPARTMENT INC | |||||||
| P O BOX 503 | FULTON | TX | 78358 | N/A | PC | VOLUNTEER FIRE DEPARTMENT OPERATIONS | $5,000 |
| GIRL SCOUTS OF GREATER SOUTH TEXAS | |||||||
| 104 W RIVER | VICTORIA | TX | 77901 | N/A | PC | OPERATIONAL SUPPORT | $5,000 |
| GOLDEN CRESCENT COURT APPOINTED SPECIAL ADVOCATES INC (CASA) | |||||||
| P O BOX 1627 | VICTORIA | TX | 779021627 | N/A | PC | OPERATING FUNDS FOR THE PREVENTION OF CRUELTY TO CHILDREN | $25,000 |
| GOLDEN CRESCENT HABITAT FOR HUMANITY | |||||||
| P O BOX 1357 | VICTORIA | TX | 779021357 | N/A | PC | OPERATING FUNDS DESIGNATED FOR VICTORIA COUNTY | $30,000 |
| GRACE RANCH RIDING INC | |||||||
| 19655 US HWY 77N | VICTORIA | TX | 779045507 | N/A | PC | SUPPORT FOR VIVA TEXAS FILM FESTIVAL | $25,000 |
| GULF BEND CENTER | |||||||
| 6502 NURSERY DRIVE SUITE 100 | VICTORIA | TX | 77904 | N/A | PC | OPERATIONAL SUPPORT FOR THE WELLNESS COMMUNITY HOUSING PROGRAM | $50,000 |
| HOSPICE OF SOUTH TEXAS INC | |||||||
| 605 E LOCUST | VICTORIA | TX | 77901 | N/A | PC | OPERATIONAL SUPPORT - ASSISTANCE TO THE TERMINALLY ILL | $10,000 |
| HUMANE SOCIETY & ADOPTION CENTER OF ROCKPORT-FULTON | |||||||
| PO BOX 1502 | FULTON | TX | 78358 | N/A | PC | ANNUAL GALA SUPPORT & OPERATING SUPPORT FOR PET SHELTER AND ADOPTION AGENCYUNDERWRITING OF ANNUAL FUNDRAISING GALA | $5,000 |
| INEZ VOLUNTEER FIRE DEPARTMENT | |||||||
| P O BOX 427 | INEZ | TX | 77968 | N/A | PC | VOLUNTEER FIRE DEPARTMENT OPERATIONS | $5,000 |
| JUNIOR LEAGUE OF VICTORIA TX INC | |||||||
| 202 N MAIN STREET | VICTORIA | TX | 77901 | N/A | PC | UNDERWRITING OF ANNUAL CHARITY BALL | $5,000 |
| KATHRYN O'CONNOR FOUNDATION | |||||||
| P O BOX 400 | VICTORIA | TX | 779020400 | N/A | PF | FUNDING FOR THE OPERATIONS AND REPAIRS OF ST. DENNIS CHURCH | $25,000 |
| LAMAR VOLUNTEER FIRE DEPARTMENT INC | |||||||
| P O BOX 294 | FULTON | TX | 78358 | N/A | PC | VOLUNTEER FIRE DEPARTMENT OPERATIONS | $2,000 |
| MEALS ON WHEELS SOUTH TEXAS | |||||||
| 603 E MURRAY ST | VICTORIA | TX | 77901 | N/A | PC | OPERATIONAL SUPPORT TO PROVIDE NUTRITION THAT SUPPORTS INDEPENDENT LIVING FOR SENIORS | $85,000 |
| MID-COAST FAMILY SERVICES | |||||||
| 2010 N NAVARRO SUITE A | VICTORIA | TX | 77901 | N/A | PC | PREVENT HOMELESSNESS, FAMILY VIOLENCE & SEXUAL ASSAULT | $25,000 |
| MIDCOAST CONSTRUCTION ACADEMY | |||||||
| 1408 N BEN JORDAN | VICTORIA | TX | 77901 | N/A | PC | FUNDING TO SUPPORT BUILDING EXPANSION AND TO PROMOTE AND EDUCATE STUDENTS AND JOBSEEKERS ABOUT THE CONSTRUCTION INDUSTRY AND DEVELOP SKILLED LABOR THROUGH PRE-APPRENTICESHIPS AND APPRENTICESHIPS. | $50,000 |
| MORGAN'S WONDERLAND | |||||||
| 5223 DAVID EDWARDS DRIVE | SAN ANTONIO | TX | 78233 | N/A | PC | FUNDING TO ACHIEVE MISSION OF INCLUSION: BRINGING TOGETHER THOSE WITH & WITHOUT DISABILITIES FOR FUN AND A BETTER UNDERSTANDING OF ONE ANOTHER IN A COLORFUL & NON-JUDGMENTAL ATMOSPHERE. | $20,000 |
| PERPETUAL HELP HOME INC | |||||||
| P O BOX 276 | VICTORIA | TX | 77902 | N/A | PC | PROVIDE FUNDS TO PROVIDE STABLE TRANSITIONAL HOUSING TO WOMEN AS THEY MAKE POSITIVE LIFE CHANGES | $8,000 |
| PET ADOPTIONS OF CUERO INC | |||||||
| 407 US HIGHWAY 183 SOUTH | CUERO | TX | 77954 | N/A | PC | SUPPORT OF SHELTER OPERATIONS | $5,000 |
| PRESBYTERIAN DAY SCHOOL | |||||||
| 2408 N NAVARRO | VICTORIA | TX | 77901 | N/A | PC | SUPPORT TO PROVIDE EARLY CHILDHOOD EDUCATION | $5,000 |
| PRESIDIO LA BAHIA FOUNDATION | |||||||
| P O BOX 57 | GOLIAD | TX | 77963 | N/A | PC | MUSEUM OPERATIONS | $5,000 |
| PROMISE POINTE | |||||||
| P O BOX 2293 | VICTORIA | TX | 77902 | N/A | PC | FUNDING TO HELP BUILD TINY HOME COTTAGES TO HELP END HOMELESSNESS THROUGH COMMUNITY | $10,000 |
| REFUGIO COUNTY ELDERLY SERVICES | |||||||
| P O BOX 193 | REFUGIO | TX | 78377 | N/A | GOV | TRANSPORTATION GRANT DONATION | $10,000 |
| REFUGIO VOLUNTEER FIRE DEPARTMENT | |||||||
| P O BOX 398 | REFUGIO | TX | 78377 | N/A | PC | VOLUNTEER FIRE DEPARTMENT OPERATIONS | $5,000 |
| ROCKPORT CENTER FOR THE ARTS (ROCKPORT ART ASSOCIATION INC) | |||||||
| 106 S AUSTIN ST | ROCKPORT | TX | 78382 | N/A | PC | FUNDING FOR GENERAL OPERATIONS AND UNDERWRITING OF ANNUAL ART GALA | $5,000 |
| ROCKPORT VOLUNTEER FIRE DEPARTMENT INC | |||||||
| P O BOX 1325 | ROCKPORT | TX | 78381 | N/A | PC | VOLUNTEER FIRE DEPARTMENT OPERATIONS | $5,000 |
| SALVATION ARMY | |||||||
| 1302 N LOUIS ST | VICTORIA | TX | 77901 | N/A | PC | FUNDING TO HELP MEET HUMAN NEEDS | $60,000 |
| SOUTH TEXAS ZOOLOGICAL SOCIETY - THE TEXAS ZOO | |||||||
| 110 MEMORIAL DRIVE | VICTORIA | TX | 77901 | N/A | PC | ZOO OPERATIONS AND SUPPORT FOR ANNUAL FUNDRAISER | $15,000 |
| ST JOSEPH HIGH SCHOOL | |||||||
| 110 E RED RIVER | VICTORIA | TX | 77901 | N/A | PC | JUBILEE FUNDRAISER DONATION FOR OPERATIONAL SUPPORT | $5,000 |
| ST JOSEPH HIGH SCHOOL | |||||||
| 110 E RED RIVER | VICTORIA | TX | 77901 | N/A | PC | OPERATING AND CAPITAL FUNDS FOR QUALITY RELIGIOUS EDUCATION | $5,000 |
| TEXAS A&M FOUNDATION - DR BARRETT ENDOWMENT | |||||||
| 4461 TAMU | COLLEGE STATION | TX | 778434461 | N/A | PC | SCHOLARSHIPS | $2,000 |
| TEXAS AGRICULTURAL LAND TRUST | |||||||
| P O BOX 6152 | SAN ANTONIO | TX | 78209 | N/A | PC | OPERATING FUNDS TO CONSERVE THE TEXAS HERITAGE OF AGRICULTURAL LANDS, NATURAL RESOURCES AND WILDLIFE HABITATS. | $2,000 |
| TEXAS MARITIME MUSEUM ASSOCIATION INC | |||||||
| 1202 NAVIGATION CIRCLE | ROCKPORT | TX | 78382 | N/A | PC | UNDERWRITING OF FUNDRAISING GALA | $5,000 |
| TEXAS STATE HISTORY MUSEUM FOUNDATION | |||||||
| P O BOX 12456 | AUSTIN | TX | 78711 | N/A | PC | OPERATIONAL SUPPORT | $5,000 |
| 100 CLUB OF ARANSAS COUNTY | |||||||
| P O BOX 727 | FULTON | TX | 78358 | N/A | PC | PROVIDE SUPPORT FOR THE LAW ENFORCEMENT COMMUNITY WITH FUNDS FOR NECESSARY ITEMS | $10,000 |
| VICTORIA 100 CLUB | |||||||
| P O BOX 5176 | VICTORIA | TX | 779035176 | N/A | PC | PROVIDE SUPPORT FOR LAW ENFORCEMENT AND EMERGENCY SERVICES IN THE COMMUNITY | $10,000 |
| THEATRE VICTORIA | |||||||
| 214 N MAIN STREET | VICTORIA | TX | 77901 | N/A | PC | OPERATIONAL SUPPORT TO PROVIDE THE RESIDENTS OF VICTORIA VARIOUS THEATRICAL PRODUCTIONS | $10,000 |
| TRINITY EPISCOPAL CHURCH | |||||||
| 1501 N GLASS | VICTORIA | TX | 77901 | N/A | PC | OPERATIONS AND OTHER CHARITABLE NEEDS OF THE CHURCH | $50,000 |
| TRINITY EPISCOPAL SCHOOL | |||||||
| 1504 N MOODY | VICTORIA | TX | 77901 | N/A | PC | CAPITAL CAMPAIGN | $200,000 |
| UNIVERSITY OF HOUSTON-VICTORIA | |||||||
| 3007 N BEN WILSON | VICTORIA | TX | 77901 | N/A | PC | INTERNSHIP PROGRAM | $25,000 |
| VICTORIA BACH FESTIVAL ASSOCIATION INC | |||||||
| P O BOX 1086 | VICTORIA | TX | 77902 | N/A | PC | UNDERWRITING OF OPERATIONS AND ANNUAL FESTIVAL | $15,000 |
| VICTORIA BALLET THEATRE | |||||||
| 204 N MAIN | VICTORIA | TX | 77901 | N/A | PC | OPERATIONAL SUPPORT | $3,000 |
| VICTORIA COLLEGE | |||||||
| 2200 E RED RIVER | VICTORIA | TX | 77901 | N/A | PC | OPERATIONAL SUPPORT | $5,000 |
| VICTORIA COLLEGE | |||||||
| 2200 E RED RIVER | VICTORIA | TX | 77901 | N/A | PC | FUNDING FOR THE MUSEUM OF THE COASTAL BEND | $10,000 |
| VICTORIA COLLEGE FOUNDATION INC | |||||||
| 2200 E RED RIVER | VICTORIA | TX | 77901 | N/A | PC | ANNUAL FUNDING OF HEWITT ENDOWMENT | $50,000 |
| VICTORIA COUNTY 4-H | |||||||
| 528 WACO CIRCLE | VICTORIA | TX | 77904 | N/A | PC | FUNDING FOR SCHOLARSHIPS AND TO PROVIDE QUALITY EDUCATIONAL OPPORTUNITIES | $3,000 |
| VICTORIA COUNTY MASTER GARDENER ASSOCIATION | |||||||
| P O BOX 3822 | VICTORIA | TX | 77903 | N/A | PC | FUNDING TO PROVIDE QUALITY EDUCATIONAL OPPORTUNITIES | $1,000 |
| VICTORIA COUNTY VOLUNTEER FIRE DEPARTMENT | |||||||
| 25 NORTH HANGAR DRIVE | VICTORIA | TX | 77904 | N/A | PC | OPERATIONAL SUPPORT | $5,000 |
| VICTORIA COUNTY UNITED WAY INC | |||||||
| P O BOX 4031 | VICTORIA | TX | 77903 | N/A | PC | CREATE OPPORTUNITIES FOR A BETTER LIFE FOR VICTORIA COUNTY RESIDENTS | $10,000 |
| VICTORIA FINE ARTS ASSOCIATION INC | |||||||
| P O BOX 1393 | VICTORIA | TX | 77902 | N/A | PC | SCHOLARSHIPS AND FINE ARTS OPPORTUNITIES | $3,000 |
| VICTORIA PRESERVATION INC | |||||||
| P O BOX 1486 | VICTORIA | TX | 77902 | N/A | PC | OPERATIONAL SUPPORT | $10,000 |
| VICTORIA REGIONAL MUSEUM ASSOCIATION INC | |||||||
| P O BOX 1776 | VICTORIA | TX | 77902 | N/A | PC | UNDERWRITING OF FUNDRAISING GALA | $10,000 |
| VICTORIA ROTARY FOUNDATION INC | |||||||
| P O BOX 2301 | VICTORIA | TX | 779022301 | N/A | PC | OPERATIONAL SUPPORT | $2,500 |
| VICTORIA SYMPHONY SOCIETY INC | |||||||
| 405 E LOMA VISTA | VICTORIA | TX | 77901 | N/A | PC | FUNDING TO PROVIDE QUALITY EDUCATIONAL OPPORTUNITIES AND PROMOTION OF THE ARTS | $10,000 |
| THE VINE SCHOOL | |||||||
| 603 E MESQUITE LN | VICTORIA | TX | 77901 | N/A | PC | FUNDING TO PROVIDE QUALITY EDUCATION TO CHILDREN WITH AUTISM | $25,000 |
| WARRIOR'S WEEKEND | |||||||
| 3603 MIORI LANE | VICTORIA | TX | 77901 | N/A | PC | SUPPORT FOR ANNUAL VICTORIA WARRIOR'S WEEKEND | $7,500 |
| YMCA OF THE GOLDEN CRESCENT INC | |||||||
| 1806 N NIMITZ | VICTORIA | TX | 77901 | N/A | PC | OPERATIONAL SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,760,600 | 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 | $49,601 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $483,079 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $758,774 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,291,497 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,291,497 | 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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | MANAGEMENT DEEMS IT APPROPRIATE, FOR INVESTMENT MANAGEMENT PURPOSES, TO HOLD CASH IN THE AMOUNT OF CHARITABLE DISTRIBUTIONS REQUIRED DURING ANY GIVEN YEAR. THE AMOUNT REPORTED AS CASH SO HELD IS EQUAL TO THE FOUNDATION'S UNDISTRIBUTED INCOME FROM THE PRIOR YEAR. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| LAPTOP | 2014-08-28 | $3,892 | $3,892 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER & MONITOR | 2014-08-28 | $4,567 | $4,567 | SL | 5.000000000000 | $0 | $0 |
| DESK | 2014-10-01 | $617 | $524 | SL | 10.000000000000 | $62 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHRYN O'CONNOR FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 400 | AddressLine1Txt |
| City | VICTORIA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 779020400 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2023-11-03 | GrantDt |
| Grant | $25,000 | GrantAmt |
| Purpose Of Grant | OPERATIONAL SUPPORT - ST. DENNIS CHURCH, TIVOLI, TX. | PurposeOfGrantTxt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | REPORTS RECEIVED MONTHLY | DatesOfReportsByGranteeTxt |
| Results Of Verification | GRANT FUNDS WERE USED BY THE GRANTEE FOR THE INTENDED PURPOSES. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKROCK INC | $150,178 | $149,295 |
| FEDERAL HOME LOAN MTG CORP POOL | $651 | $641 |
| FISERV INC | $75,141 | $73,787 |
| NOVARTIS CAPITAL CORP | $150,192 | $148,830 |
| NSTAR ELECTRIC CO | $150,597 | $145,268 |
| PFIZER INC | $98,629 | $96,568 |
| SHELL INT'L FIN | $101,028 | $89,982 |
| UNITEDHEALTH GROUP INC | $100,384 | $98,691 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (53 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $480,400 | $475,483 |
| ADOBE INC | $1,129,842 | $1,836,931 |
| ALPHABET INC CL C | $1,874,314 | $2,767,865 |
| APPLE INC. | $166,118 | $1,471,892 |
| ARISTA NETWORKS INC | $404,397 | $942,040 |
| AUTOZONE INC | $447,087 | $646,403 |
| BANK OF AMERICA 4% PFD | $84,453 | $75,014 |
| BERKSHIRE HATHAWAY | $2,615,536 | $3,209,940 |
| BLACKROCK INC | $171,145 | $401,841 |
| BLACKSTONE GROUP INC | $96,328 | $261,840 |
| BOEING CO | $37,680 | $142,060 |
| BOOKING HOLDINGS INC | $168,521 | $354,722 |
| BROOKFIELD ASSET MGMT F | $327,184 | $341,445 |
| BROOKFIELD CORP | $1,269,347 | $1,203,600 |
| BROWN FORMAN CORP | $49,605 | $38,885 |
| CELANESE CORP | $88,141 | $310,740 |
| CISCO SYSTEMS INC | $93,301 | $295,542 |
| COGNIZANT TECH SOLUTIONS CORP COM | $161,155 | $216,393 |
| CVS HEALTH CORP | $133,312 | $276,360 |
| DIAGEO PLC ADR | $135,667 | $233,056 |
| DOLLAR GENERAL | $970,097 | $747,725 |
| ELI LILLY & CO | $104,999 | $789,857 |
| FLEXTRONICS INTL LTD | $52,284 | $164,636 |
| GOLDMAN SACHS INC 4% PFD | $194,770 | $221,009 |
| INTERPUBLIC GROUP COS INC | $114,031 | $206,774 |
| INTUIT INC | $1,285,176 | $1,833,838 |
| ISHARES CORE S&P MID-CAP ETF | $1,371,325 | $4,092,120 |
| ISHARES CORE S&P SMALL-CAP ETF | $380,094 | $722,028 |
| ISHARES S&P MID-CAP 400 GROWTH | $481,919 | $899,939 |
| ISHARES S&P MID-CAP 400 VALUE | $517,359 | $1,076,538 |
| JPMORGAN CHASE & CO | $101,715 | $493,290 |
| LAM RESEARCH CORP | $78,764 | $328,969 |
| MARKEL CORP | $383,953 | $418,871 |
| MASTERCARD INC | $76,458 | $89,141 |
| MERCK & CO INC | $146,149 | $314,523 |
| MICROSOFT CORP | $801,957 | $2,410,792 |
| MONDELEZ INT'L INC | $188,414 | $318,692 |
| MONSTER BEVERAGE CORP | $1,010,124 | $1,481,960 |
| NIKE INC | $183,036 | $278,808 |
| NXP SEMICONDUCTORS | $1,067,462 | $1,192,958 |
| QUALCOMM | $995,228 | $1,051,605 |
| ROSS STORES INC | $1,433,398 | $1,909,782 |
| S&P GLOBAL INC | $1,305,821 | $1,538,736 |
| SYSCO CORP | $119,997 | $182,825 |
| TARGET CORP | $53,135 | $183,722 |
| TE CONNECTIVITY LTD | $100,352 | $210,750 |
| THERMO FISHER SCIENTIFIC | $19,892 | $220,278 |
| UNION PACIFIC | $118,279 | $343,131 |
| UNITED PARCEL SERVICE CL B | $114,073 | $253,926 |
| UNITEDHEALTH GROUP INC | $36,148 | $729,161 |
| VISA INC | $1,586,483 | $2,004,695 |
| WALT DISNEY CO | $41,968 | $149,430 |
| WASTE MANAGEMENT | $197,766 | $312,529 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LAPTOP | $3,892 | $3,892 | $0 |
| COMPUTER & MONITOR | $4,567 | $4,567 | $0 |
| DESK | $617 | $586 | $31 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE | Desc |
| Revenue And Expenses Per Books | $268 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $27 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $241 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| JP MORGAN CLASS ACTION SETTLEMENT | $38 | $38 | $38 |
| BANK OF NEW YORK CLASS ACTION SETTLEMENT | $5 | $5 | $5 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISOR FEES - SATHER FINANCIAL GROUP | $159,392 | $159,392 | $0 |
| INVESTMENT ADR FEES - OTHER | $32 | $32 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $7,848 | $7,848 | $0 |
| EXCISE TAX | $15,511 | $0 | $0 |