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JAMES & MARGARET EARTHMAN FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
JAMES & MARGARET EARTHMAN FOUNDATION INC (EIN 76-0487098)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-15
IRS object ID
202301359349105570
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-15T17:10:36-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN760448495PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HAM LANGSTON & BREZINA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12200 MARKET ST STE 401AddressLine1Txt
CityGALVESTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77550ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760487098EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1J B EARTHMAN III FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJBEABusinessNameControlTxt
Phone4097711321PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16808 DRIFTWOOD LANEAddressLine1Txt
CityGALVESTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77551ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES B EARTHMAN IIIPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4097711321PhoneNum
Signature2023-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAMESPersonFirstNm
Person LastEARTHMAN IIIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHARRY D MAXWELL JRPreparerPersonNm
PTINP00627267PTIN
Phone4097636479PhoneNum
Preparation2023-05-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Name ChangeYes (X)NameChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$439,222FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$150InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$150InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,974DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,974DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$4,124TotalRevAndExpnssAmt
Total Net Invst Incm$4,124TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$250AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$250AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$47TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$547TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$250TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$250TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$22,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$22,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$22,847TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$250TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$22,550TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$18,723ExcessRevenueOverExpensesAmt
Net Investment Income$3,874NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$104,602SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$85,879SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$85,879SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$145,661CorporateStockBOYAmt
Corporate Stock EOY$145,661CorporateStockEOYAmt
Corporate Stock EOYFMV$353,343CorporateStockEOYFMVAmt
Total Assets BOY$250,263TotalAssetsBOYAmt
Total Assets EOY$231,540TotalAssetsEOYAmt
Total Assets EOYFMV$439,222TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$250,263RetainedEarningBOYAmt
Retained Earning EOY$231,540RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$250,263TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$231,540TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$250,263TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$231,540TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$250,263TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$18,723ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$231,540SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$231,540TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$54InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$54SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$54TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$54TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJAMES B EARTHMAN IIIIndividualWithBooksNm
Phone4097711321PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16808 DRIFTWOOD LANEAddressLine1Txt
CityGALVESTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77551ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PYYes (1)UndistributedIncomePYInd
Undistributed Income PY12018UndistributedIncomePY1Yr
Undistributed Income PY22017UndistributedIncomePY2Yr
Undistr Incm Sect4942a2 Not AppYes (1)UndistrIncmSect4942a2NotAppInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES B EARTHMAN III
6808 DRIFTWOOD LANEGALVESTONTX77551PRESIDENT1.00$0$0$0
ADDIE EARTHMAN PAPPOUS
22 CEDAR LAWN NORTHGALVESTONTX77551SECRETARY-TREASURER1.00$0$0$0
CYNTHIA WOLMA EARTHMAN
6808 DRIFTWOOD LANEGALVESTONTX77551DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1GAVE FINANCIAL ASSISTANCE TO CHARITABLE, RELIGIOUS, CIVIC OR EDUCATIONAL ORGANIZATIONS AND INSTITUTIONS.Description1Txt
Expenses1$22,550Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$378,151AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$102,296AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$480,447TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$480,447AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,207CashDeemedCharitableAmt
Net Vl Noncharitable Assets$473,240NetVlNoncharitableAssetsAmt
Minimum Investment Return$23,662MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$23,662MinimumInvestmentReturnAmt
Tax Based On Investment Income$54TaxBasedOnInvestmentIncomeAmt
Total Tax$54TotalTaxAmt
Distributable Before Adj$23,608DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$23,608DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$23,608DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$22,550ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$22,550QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$23,608DistributableAsAdjustedAmt
Undistributed Income PY$20,098UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$22,550QualifyingDistributionsAmt
Applied To Year1$20,098AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,452AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$21,156UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CATHEDRAL OF OUR LADY OF WALSINGHAM
7809 SHADYVILLA LANEHOUSTONTX77055NONEPCFOR OPERATIONS$5,000
FRIENDS OF ROSENBERG LIBRARY
2310 SEALYGALVESTONTX77550NONEPCRECONSTRUCTION FUND$1,000
GALVESTON HISTORICAL FOUNDATION
2310 SEALYGALVESTONTX77550NONEPCMENARD SOCIETY$1,000
GALVESTON HISTORICAL FOUNDATION
2002 STRANDGALVESTONTX77550NONEPCFOR OPERATIONS$1,000
HOLY FAMILY PARISH
1010 35TH STREETGALVESTONTX77550NONEPCCAPITAL CAMPAIGN$5,000
ST VINCENT CHURCH
250 MIDLAND AVEBASALTCO81621NONEPCFOR OPERATIONS$100
ST VINCENT CHURCH
250 MIDLAND AVEBASALTCO81621NONEPCFOR OPERATIONS$100
ST VINCENT CHURCH
250 MIDLAND AVEBASALTCO81621NONEPCFOR OPERATIONS$500
ST VINCENT CHURCH
250 MIDLAND AVEBASALTCO81621NONEPCFOR OPERATIONS$500
ST VINCENT CHURCH
250 MIDLAND AVEBASALTCO81621NONEPCFOR OPERATIONS$500
ST VINCENT CHURCH
250 MIDLAND AVEBASALTCO81621NONEPCPARISH HALL$5,000
TRINITY EPISCOPAL CHURCH
2216 AVENUE HGALVESTONTX77550NONEPCFOR OPERATIONS$100
UTMB
301 UNIVERSITY BOULEVARDGALVESTONTX77555NONEGOVNURSING PROGRAM$500
THE BRYAN MUSEUM
1315 21ST STREETGALVESTONTX77550NONEPCFOR OPERATIONS$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$22,300TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$150ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,974ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,124ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,124TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryFORM 990-PF PREP FEECategoryTxt
Amt$500Amt
Net Investment Income$250NetInvestmentIncomeAmt
Disbursements Charitable Prps$250DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$145,661EOYBookValueAmt
EOYFMV$353,343EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$47Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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