LYDICK FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LYDICK FAMILY FOUNDATION (EIN 76-0662291)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-15
- IRS object ID
- 202202589349100010
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-15T09:40:31-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134255527 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALVETTI FERGUSON | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 THROCKMORTON ST SUITE 1900 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760662291 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYDICK FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LYDI | BusinessNameControlTxt |
| Phone | 7136299832 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 929 ROCKY RIVER ROAD | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770562107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN LYDICK | PersonNm |
| Person Title | MANAGING DIRECTOR | PersonTitleTxt |
| Phone | 7137809203 | PhoneNum |
| Signature | 2022-09-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | LYDICK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEITH HOLLAR CPA | PreparerPersonNm |
| PTIN | P00160312 | PTIN |
| Phone | 8174358600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,823,022 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $21,212 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,212 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $141,113 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $229,411 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $141,113 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $162,325 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $162,325 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,886 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,886 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,632 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,632 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,366 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $910 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,884 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,428 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $88,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $88,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $105,384 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,428 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $88,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $56,941 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $145,897 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $138,799 | CashBOYAmt |
| Cash EOY | $61,723 | CashEOYAmt |
| Cash EOYFMV | $61,723 | CashEOYFMVAmt |
| Corporate Stock BOY | $379,110 | CorporateStockBOYAmt |
| Corporate Stock EOY | $424,389 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $717,901 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $788,057 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $876,808 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,043,398 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,305,966 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,362,920 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,823,022 | 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 | $1,305,966 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,362,920 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,305,966 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,362,920 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,305,966 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,362,920 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,305,966 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $56,941 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13 | OtherIncreasesAmt |
| Subtotal | $1,362,920 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,362,920 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 200073 SECURITY SALES | P | $34,388 | $26,722 | $7,666 | $7,666 |
| 200073 SECURITY SALES | P | $110,218 | $61,576 | $48,642 | $48,642 |
| CAPITAL GAINS DIVIDENDS | P | $84,805 | $84,805 | $84,805 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $141,113 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,028 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,028 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,028 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $48 | EsPenaltyAmt |
| Tax Due | $2,076 | 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 |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN LEE LYDICK | IndividualWithBooksNm |
| Phone | 7137809203 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 929 ROCKY RIVER ROAD | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770562107 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN LEE LYDICK | ||||||||
| 929 ROCKY RIVER ROAD | HOUSTON | TX | 770562107 | MANAGING DIRECTOR | 0.00 | $0 | $0 | $0 |
| ANNE WOODSON LYDICK | ||||||||
| 929 ROCKY RIVER ROAD | HOUSTON | TX | 770562107 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JOHN LEE LYDICK JR | ||||||||
| 929 ROCKY RIVER ROAD | HOUSTON | TX | 770562107 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ROBERT WOODSON LYDICK | ||||||||
| 929 ROCKY RIVER ROAD | HOUSTON | TX | 770562107 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,676,671 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $128,848 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,805,519 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,805,519 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,083 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,778,436 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $88,922 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $88,922 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,028 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,028 | TotalTaxAmt |
| Distributable Before Adj | $86,894 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $86,894 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $86,894 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $88,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $88,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $86,894 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $88,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $86,894 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,606 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,606 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,606 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,606 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN LEE LYDICK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| PINE VALLEY BIBLE CHURCH | |||||||
| 4101 GRIMES STREET | HOUSTON | TX | 77087 | NC | UNRESTRICTED CONTRIBUTION | $2,000 | |
| RIVERTREE ACADEMY | |||||||
| 5443 BONNELL AVE | FORT WORTH | TX | 76107 | NC | UNRESTRICTED CONTRIBUTION | $5,000 | |
| DALLAS THEOLOGICAL SEMINARY | |||||||
| 3909 SWISS AVENUE | DALLAS | TX | 75204 | NC | UNRESTRICTED CONTRIBUTION | $25,000 | |
| BIBLE STUDY FELLOWSHIP | |||||||
| 19001 HUEBNER ROAD | SAN ANTONIO | TX | 78258 | NC | UNRESTRICTED CONTRIBUTION | $1,000 | |
| BILLY GRAHAM EVANGELISTIC | |||||||
| 1 BILLLY GRHAM PARKWAY | CHARLOTTE | NC | 28201 | NC | UNRESTRICTED CONTRIBUTION | $1,000 | |
| CENTER FOR STUDY OF NEW T | |||||||
| 2001 W PLANO PARKWAY 2450 | PLANO | TX | 75075 | PC | UNRESTRICTED CONTRIBUTION | $500 | |
| COACHES OUTREACH | |||||||
| 3621 W MOCKING BIRD LANE | DALLAS | TX | 75235 | PC | UNRESTRICTED CONTRIBUTION | $1,000 | NONE |
| COLLEGE OF BIBLICAL STUDIES | |||||||
| 7000 REGENCY SQUARE BLVD | HOUSTON | TX | 77036 | NC | UNRESTRICTED CONTRIBUTION | $3,000 | NONE |
| CRU-EAST | |||||||
| INTERNATIONAL 100 LAKE HART DRIVE | HOUSTON | TX | 32832 | NC | UNRESTRICTED CONTRIBUTION | $1,000 | NONE |
| CRU MILITARY MINISTRY | |||||||
| MINISTRY 100 LAKE HART DRIVE | ORLANDO | TX | 32832 | NC | UNRESTRICTED CONTRIBUTION | $500 | NONE |
| CRU BRIDGES INTERNATIONAL | |||||||
| INTERNATIONAL 100 LAKE HART DRIVE | ORLANDO | TX | 32832 | NC | UNRESTRICTED CONTRIBUTION | $1,000 | NONE |
| CRU | |||||||
| 100 LAKE HART DRIVE | ORLANDO | TX | 32832 | NC | UNRESTRICTED CONTRIBUTION | $500 | NONE |
| DALLAS THEOLOGICAL SEMINARY | |||||||
| 3909 SWISS AVENUE | DALLAS | TX | 75204 | NC | UNRESTRICTED CONTRIBUTION | $2,500 | NONE |
| DALLAS THEOLOGICAL SEMINARY | |||||||
| 3909 SWISS AVENUE | DALLAS | TX | 75204 | NC | UNRESTRICTED CONTRIBUTION | $1,000 | NONE |
| DR PEPPER MUSEUM | |||||||
| 5301 LEGACY DRIVE | PLANO | TX | 75024 | PC | UNRESTRICTED CONTRIBUTION | $500 | NONE |
| HEALTH TREE FOUNDATION | |||||||
| PO BOX 1286 | DRAPER | UT | 84020 | NC | UNRESTRICTED CONTRIBUTION | $1,000 | NONE |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | NC | UNRESTRICTED CONTRIBUTION | $1,000 | NONE |
| AUDOBON SOCIETY | |||||||
| 3023 S UNIVERSITY DRIVE | FORT WORTH | TX | 76109 | NC | UNRESTRICTED CONTRIBUTION | $1,000 | NONE |
| HOUSTON CHRISTIAN BROADCAST | |||||||
| 2424 SOUTH BLVD | HOUSTON | TX | 77098 | NC | UNRESTRICTED CONTRIBUTION | $1,000 | NONE |
| HOUSTON METHODIST HOSPITAL | |||||||
| BEN TEH 6565 FANNIN STREET | HOUSTON | TX | 77030 | PC | UNRESTRICTED CONTRIBUTION | $1,000 | NONE |
| IN THE WORD MINISTRIES | |||||||
| 86 GORDON AVE | WEST BABYLON | NY | 11704 | NC | UNRESTRICTED CONTRIBUTION | $500 | NONE |
| IN TOUCH MINISTRIES | |||||||
| PO BOX 7900 | PLANO | TX | 30357 | NC | UNRESTRICTED CONTRIBUTION | $500 | NONE |
| INSIGHT FOR LIVING | |||||||
| PO BOX 26900 | PLANO | TX | 75026 | PC | UNRESTRICTED CONTRIBUTION | $500 | NONE |
| JEWS FOR JESUS | |||||||
| 60 HAIGHT ST | SAN FRANCISCO | CA | 94102 | NC | UNRESTRICTED CONTRIBUTION | $500 | NONE |
| JORDAN EVANGELICAL THEOLO | |||||||
| PO BOX 33042 | TULSA | OK | 74153 | NC | UNRESTRICTED CONTRIBUTION | $500 | NONE |
| THE LEADERSHIP INSTITUTE | |||||||
| 601 UNIVERSITY DRIVE | SAN MARCUS | TX | 78666 | NC | UNRESTRICTED CONTRIBUTION | $500 | NONE |
| LUIS PALUA EVANGELISTIC ASSOCIATION | |||||||
| PO BOX 50 | PORTLAND | OR | 97207 | NC | UNRESTRICTED CONTRIBUTION | $500 | NONE |
| MD ANDERSON CANCER CENTER | |||||||
| 7979 WURZBACH RD | SAN ANTONIO | TX | 78229 | NC | UNRESTRICTED CONTRIBUTION | $1,000 | NONE |
| MINISTRY CATALYSTS | |||||||
| PO BOX 101342 | FORT WORTH | TX | 76185 | NC | UNRESTRICTED CONTRIBUTION | $500 | NONE |
| MULTIPLE MYELOMA FOUNDATION | |||||||
| 383 MAIN STREET 5T FLOOR | NORWAK | CT | 06851 | NC | UNRESTRICTED CONTRIBUTION | $1,000 | NONE |
| NEWBORNS IN NEED | |||||||
| 3323 TRANSOU RD | PFAFFTOWN | NC | 27040 | PC | UNRESTRICTED CONTRIBUTION | $1,000 | NONE |
| PATHWAY TO VICTORY | |||||||
| PO BOX 223609 | DALLAS | TX | 75222 | PC | UNRESTRICTED CONTRIBUTION | $500 | NONE |
| POWER POINT MINISTRIES | |||||||
| PO BOX 799070 | DALLAS | TX | 75379 | NC | UNRESTRICTED CONTRIBUTION | $500 | NONE |
| PURE AND SIMPLE MINISTRIES | |||||||
| PO BOX 6771 | HOUSTON | TX | 77265 | NC | UNRESTRICTED CONTRIBUTION | $500 | NONE |
| SALVATION ARMY | |||||||
| 2407 N MAIN ST | HOUSTON | TX | 77009 | PC | UNRESTRICTED CONTRIBUTION | $1,000 | NONE |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | PC | UNRESTRICTED CONTRIBUTION | $1,000 | NONE |
| SEARCH MINISTRIES | |||||||
| 5038 DORSEY HALL DRIVE | ELLICOTT CITY | MD | 21042 | PC | UNRESTRICTED CONTRIBUTION | $2,500 | NONE |
| SEARCH MINISTRIES | |||||||
| 5038 DORSEY HALL DRIVE | ELLICOTT CITY | MD | 21042 | PC | UNRESTRICTED CONTRIBUTION | $1,000 | NONE |
| SECOND BAPTIST CHURCH | |||||||
| 6400 WOODWAY DR | HOUSTON | TX | 77057 | PC | UNRESTRICTED CONTRIBUTION | $15,000 | NONE |
| SECOND BAPTIST CHURCH | |||||||
| 6400 WOODWAY DR | HOUSTON | TX | 77057 | PC | UNRESTRICTED CONTRIBUTION | $1,000 | NONE |
| SEMPER FI FUND | |||||||
| 825 COLLEGE BLVD SUITE 102 | OCEANSIDE | CA | 92057 | PC | UNRESTRICTED CONTRIBUTION | $1,000 | NONE |
| SHARE | |||||||
| 165 WEST 46TH STREET SUITE 712 | NEW YORK | NY | 10036 | PC | UNRESTRICTED CONTRIBUTION | $500 | NONE |
| SOLDIERS ORGANIZED SERVICES | |||||||
| PO BOX 7007 | LA QUINTA | CA | 92248 | PC | UNRESTRICTED CONTRIBUTION | $500 | NONE |
| STAR OF HOPE MISSION | |||||||
| PO BOX 1505 | HOUSTON | TX | 77251 | PC | UNRESTRICTED CONTRIBUTION | $1,000 | NONE |
| TCU | |||||||
| 2800 S UNIVERSITY DR | FORT WORTH | TX | 76129 | PC | UNRESTRICTED CONTRIBUTION | $500 | NONE |
| THE NAVIGATORS | |||||||
| PO BOX 6000 | COLORADO SPRINGS | CO | 56007 | PC | UNRESTRICTED CONTRIBUTION | $500 | NONE |
| TUNNEL TO TOWERS | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NC | UNRESTRICTED CONTRIBUTION | $1,000 | NONE |
| TURNING POINT | |||||||
| 1370 N BREA BLVD STE 245 | FULLERTON | CA | 92835 | PC | UNRESTRICTED CONTRIBUTION | $1,000 | NONE |
| FIRST LIBERTY MINISTRY | |||||||
| 2001 WEST PLANO PARKWAY SUITE 1600 | PLANO | TX | 75075 | NC | UNRESTRICTED CONTRIBUTION | $1,000 | NONE |
| URBAN ALTERNATIVE | |||||||
| PO BOX 4000 | DALLAS | TX | 75208 | PC | UNRESTRICTED CONTRIBUTION | $500 | NONE |
| WOUNDED WARRIOR PROJECT | |||||||
| 2200 SPACE PARK DR SUITE 100 | HOUSTON | TX | 77058 | PC | UNRESTRICTED CONTRIBUTION | $500 | NONE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $88,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,212 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $141,113 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $162,325 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $162,325 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | FUNDS FROM THESE SALES ARE USED TO MAKE DONATIONS | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,886 | Amt |
| Net Investment Income | $4,886 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PERSHING 200073 | $257,300 | $445,798 |
| 200167 INVESTMENT STOCK | $167,089 | $272,103 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 200167 MUTUAL FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $876,808 | BookValueAmt |
| EOYFMV | $1,043,398 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECONCILIATION DISCREPANCIES | Desc |
| Amt | $13 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER ADMINSTRATION | CategoryTxt |
| Amt | $10,632 | Amt |
| Net Investment Income | $10,632 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $910 | $910 | $0 |
| FEDERAL INCOME TAX | $456 | $0 | $0 |
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