LOWERY FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LOWERY FAMILY FOUNDATION (EIN 87-1035519)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-12
- IRS object ID
- 202511329349102446
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T13:48:14-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751503978 | PreparerFirmEIN |
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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 871035519 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOWERY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOWE | BusinessNameControlTxt |
| Phone | 9035614013 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5912 QUAIL CREEK DR | AddressLine1Txt |
| City | TYLER | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75703 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS A LOWERY | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2025-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | Kay K Latta | PreparerPersonNm |
| PTIN | P00041278 | PTIN |
| Phone | 9035976311 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,945,870 | 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 | $1,390 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,390 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,390 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $127,251 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $127,251 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $127,251 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $836,015 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,472,665 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $836,015 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $145,224 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $964,656 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $964,656 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $273,865 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $4,800 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $4,505 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $889 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $84,704 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $84,704 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $94,009 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $85,593 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $448,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $448,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $542,009 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $85,593 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $448,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $422,647 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $879,063 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $273,865 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $102,393 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $164,213 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $164,213 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,332,027 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,695,109 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,781,446 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,466 | OtherAssetsBOYAmt |
| Other Assets EOY | $211 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $211 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,436,886 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,859,533 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,945,870 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,436,886 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,859,533 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,436,886 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,859,533 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,436,886 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,859,533 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,436,886 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $422,647 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,859,533 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,859,533 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| RBC #335 - ST COVERED | P | 2024-01-01 | 2024-12-31 | $162,535 | $163,862 | -$1,327 | -$1,327 |
| RBC #335 - LT COVERED | P | 2001-01-01 | 2024-12-31 | $433,312 | $263,400 | $169,912 | $169,912 |
| RBC #336 - ST COVERED | P | 2024-01-01 | 2024-12-31 | $28,926 | $19,606 | $9,320 | $9,320 |
| RBC #336 - LT COVERED | P | 2001-01-01 | 2024-12-31 | $271,290 | $162,478 | $108,812 | $108,812 |
| RBC #336 - LT NONCOVERED | P | 2001-01-01 | 2024-12-31 | $2,084 | $209 | $1,875 | $1,875 |
| RBC #337 - ST COVERED | P | 2024-01-01 | 2024-12-31 | $56,770 | $64,187 | -$7,417 | -$7,417 |
| RBC #337 - LT COVERED | P | 2001-01-01 | 2024-12-31 | $257,024 | $244,216 | $12,808 | $12,808 |
| RBC #340 - ST COVERED | P | 2024-01-01 | 2024-12-31 | $422,121 | $398,690 | $23,431 | $23,431 |
| RBC #340 - LT COVERED | P | 2001-01-01 | 2024-12-31 | $430,937 | $364,811 | $66,126 | $66,126 |
| RBC #342 - ST COVERED | P | 2024-01-01 | 2024-12-31 | $440,746 | $302,108 | $138,638 | $138,638 |
| RBC #342 - LT COVERED | P | 2001-01-01 | 2024-12-31 | $657,463 | $417,481 | $239,982 | $239,982 |
| RBC #371 - ST COVERED | P | 2024-01-01 | 2024-12-31 | $42,786 | $60,207 | -$17,421 | -$17,421 |
| RBC #371 - LT COVERED | P | 2001-01-01 | 2024-12-31 | $266,472 | $175,395 | $91,077 | $91,077 |
| Capital Gain Dividends | $199 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $836,015 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $145,224 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,219 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,219 | SubtotalAmt |
| Tax Based On Investment Income | $12,219 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,026 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,026 | TotalPaymentsAndCreditsAmt |
| Tax Due | $10,193 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | 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 | THOMAS A LOWERY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9035614013 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5912 QUAIL CREEK DR | AddressLine1Txt |
| City | TYLER | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75703 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| THOMAS A LOWERY | ||||||
| 5912 QUAIL CREEK DR | TYLER | TX | 75703 | Trustee | 1.00 | $0 |
| JUNE F LOWERY | ||||||
| 5912 QUAIL CREEK DR | TYLER | TX | 75703 | Trustee | 1.00 | $0 |
| CHRISTOPHER A LOWERY | ||||||
| 1295 URANIA AVENUE | ENCINITAS | CA | 92024 | Trustee | 0.00 | $0 |
| ANNA MICAELA LOWERY | ||||||
| 1295 URANIA AVENUE | ENCINITAS | CA | 92024 | Trustee | 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 | $9,447,293 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $196,095 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,643,388 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $9,643,388 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $144,651 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,498,737 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $474,937 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $474,937 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,219 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,219 | TotalTaxAmt |
| Distributable Before Adj | $462,718 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $462,718 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $462,718 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $448,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $448,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $462,718 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $120,466 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $120,466 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $448,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $448,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $14,718 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $14,718 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $105,748 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $105,748 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $105,748 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | UNRELATED | PC | CHARITABLE | $5,000 |
| BE WELL THERAPY | |||||||
| 1524 VIA OTANO | OCEANSIDE | CA | 92056 | UNRELATED | PC | CHARITABLE | $3,000 |
| BIG SKY COMMUNITY FOOD BANK | |||||||
| 47995 GALLATIN RD | BIG SKY | MT | 59716 | UNRELATED | PC | CHARITABLE | $12,500 |
| BIRMINGHAM LANDMARKS INC | |||||||
| 1817 3RD AVE N | BIRMINGHAM | AL | 35203 | UNRELATED | PC | CHARITABLE | $50,000 |
| BULLARD MISSION HOUSE MISSION CLINI | |||||||
| 226 S PHILLIPS ST | BULLARD | TX | 75757 | UNRELATED | PC | CHARITABLE | $12,500 |
| CHILDREN'S VILLAGE | |||||||
| PO BOX 6564 | TYLER | TX | 75711 | UNRELATED | PC | CHARITABLE | $5,500 |
| COMMUNITY RESOURCE CENTER | |||||||
| 218 OMOHUNDRO PLACE | NASHVILLE | TN | 37210 | UNRELATED | PC | CHARITABLE | $30,000 |
| EAST TEXAS FOOD BANK | |||||||
| 3201 ROBERTSON ROAD | TYLER | TX | 75701 | UNRELATED | PC | CHARITABLE | $7,500 |
| GOODWILL INDUSTRIAL OF EAST TEXAS | |||||||
| 1530 JOHN CARNEY DR | TYLER | TX | 75701 | UNRELATED | PC | CHARITABLE | $10,000 |
| HABITAT HUMANITY SMITH COUNTY | |||||||
| 822 W FRONT ST | TYLER | TX | 75702 | UNRELATED | PC | CHARITABLE | $15,000 |
| HIGHWAY 80 RESCUE MISSION | |||||||
| 3123 W MARSHALL AVE | LONGVIEW | TX | 75604 | UNRELATED | PC | CHARITABLE | $10,000 |
| HOPE INTERNATIONAL | |||||||
| 227 GRANITE RUN DRIVE NO 250 | LANCASTER | PA | 17601 | UNRELATED | PC | CHARITABLE | $25,000 |
| HOSPICE OF EAST TEXAS | |||||||
| 4111 UNIVERSITY BLVD | TYLER | TX | 75701 | UNRELATED | PC | CHARITABLE | $25,000 |
| KPBS TVFM | |||||||
| 5200 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | UNRELATED | PC | CHARITABLE | $1,000 |
| LOVE 146 | |||||||
| 1800 CAMDEN ROAD SUITE 107-273 | CHARLOTTE | NC | 28203 | UNRELATED | PC | CHARITABLE | $3,000 |
| MEALS ON WHEELS MINISTRY | |||||||
| 3001 ROBERTSON ROAD | TYLER | TX | 75701 | UNRELATED | PC | CHARITABLE | $15,000 |
| PATH | |||||||
| 340 N MADISON AVENUE | LOS ANGELES | CA | 90004 | UNRELATED | PC | CHARITABLE | $15,000 |
| SALVATION ARMY OF EAST TEXAS | |||||||
| 633 N BROADWAY AVE | TYLER | TX | 75702 | UNRELATED | PC | CHARITABLE | $25,000 |
| SAN DIEGO HABITAT FOR HUMMANITY | |||||||
| 8128 MERCURY COURT | SAN DIEGO | CA | 92111 | UNRELATED | PC | CHARITABLE | $5,000 |
| SPANISH PEAKS COMMUNITY FOUNDATION | |||||||
| PO BOX 161303 | BIG SKY | MT | 59716 | UNRELATED | PC | CHARITABLE | $10,000 |
| THE AMERICAN FILM INST | |||||||
| 2021 NORTH WESTERN AVENUE | LOS ANGELES | CA | 90027 | UNRELATED | PC | CHARITABLE | $3,500 |
| TOGETHER RISING INC | |||||||
| 800 WEST BROAD STREET | FALLS CHURCH | VA | 22040 | UNRELATED | PC | CHARITABLE | $5,000 |
| UNITED WAY OF SMITH COUNTY | |||||||
| PO BOX 10029 | TYLER | TX | 75711 | UNRELATED | PC | CHARITABLE | $10,000 |
| WATER MISSIONS INTERNATIO | |||||||
| 1150 MOLLY GREENE WAY BLDG 1605 | NORTH CHARLESTON | SC | 29405 | UNRELATED | PC | CHARITABLE | $35,000 |
| YOUNG SURVIVAL COALITION | |||||||
| 405 LEXINGTON AVENUE | NEW YORK | NY | 10174 | UNRELATED | PC | CHARITABLE | $1,000 |
| BROTHER BENNO FOUNDATION | |||||||
| PO BOX 308 | OCEANSIDE | CA | 92049 | UNRELATED | PC | CHARITABLE | $4,000 |
| WILDCOAST | |||||||
| 925 SEACOAST DR | IMPERIAL BEACH | CA | 91932 | UNRELATED | PC | CHARITY | $4,000 |
| SAN DIEGO RESCUE MISSION | |||||||
| PO BOX 80427 | SAN DIEGO | CA | 92138 | UNRELATED | PC | CHARITY | $5,000 |
| THE SKATEPARK PROJECT | |||||||
| 1611-A S MELROSE DR 360 | VISTA | CA | 92081 | UNRELATED | PC | CHARITY | $3,500 |
| UNIVERSITY OF SAN DIEGO | |||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | UNRELATED | PC | CHARITY | $2,500 |
| USA FOR UNHCR | |||||||
| PO BOX 97114 | WASHINGTON | DC | 20077 | UNRELATED | PC | CHARITY | $7,500 |
| YMCA ECKE | |||||||
| 200 SAXONY RD | ENCINITAS | CA | 92024 | UNRELATED | PC | CHARITY | $3,000 |
| WOOF PACK DOG RESCUE | |||||||
| 745 PLYMOUTH | HOFFMAN ESTATES | IL | 60192 | UNRELATED | PC | CHARITY | $5,000 |
| PROMISE ACADEMY | |||||||
| 504 WEST 32ND | TYLER | TX | 75702 | UNRELATED | PC | CHARITY | $5,000 |
| HAWAII COMMUNITY FOUNDATION | |||||||
| 444 HANA HWY SUITE 201 | KAHULUI | HI | 96732 | UNRELATED | PC | CHARITY | $12,000 |
| KOURAGE HEALTH | |||||||
| 100 E FERGUSON ST SUITE 400 | TYLER | TX | 75702 | UNRELATED | PC | CHARITY | $12,000 |
| CHRISTIAN WOMENS JOB CORPS | |||||||
| 310 W FERGUSON | TYLER | TX | 75702 | UNRELATED | PC | CHARITY | $10,000 |
| QUARTERBACKING CHILDREN'S HEALTH | |||||||
| 2019 4TH AVE N SUITE 101 | BIRMINGHAM | AL | 35203 | UNRELATED | PC | CHARITY | $10,000 |
| PLANNED PARENTHOOD FEDERATION OF AM | |||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | UNRELATED | PC | CHARITABLE | $2,000 |
| PETS FUR PEOPLE | |||||||
| 1823 COUNTY RD 386 | TYLER | TX | 75708 | UNRELATED | PC | CHARITABLE | $5,000 |
| SPCA OF EAST TEXAS | |||||||
| 3245 W GRANDE BLVD | TYLER | TX | 75703 | UNRELATED | PC | CHARITABLE | $10,000 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | UNRELATED | PC | CHARITABLE | $1,000 |
| DOOR OF FAITH | |||||||
| PO BOX 6434 | CHULA VISTA | CA | 91909 | UNRELATED | PC | CHARITABLE | $2,000 |
| AMERICAN FRIENDS OF THE OCEAN CLEAN | |||||||
| 228 EAST 45TH STREET SUITE 9E | NEW YORK | NY | 10017 | UNRELATED | PC | CHARITABLE | $4,000 |
| CAPRI ELEMENTARY PTA | |||||||
| 941 CAPRI ROAD | ENCINITAS | CA | 92024 | UNRELATED | PC | CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $448,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,390 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $127,251 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $836,015 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $964,656 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $964,656 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $4,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $440 | BOYBookValueAmt |
| EOY Book Value | $211 | EOYBookValueAmt |
| EOYFMV | $211 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT FEES | $84,520 | $84,520 |
| MISC INVESTMENT EXPENSE | $184 | $184 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAX PAYMENTS | $3,616 | |
| FOREIGN TAXES | $889 | $889 |
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