JES EDWARDS FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JES EDWARDS FOUNDATION (EIN 51-0173260)
- Tax period
- 2022-08-01 to 2023-07-31
- Filed
- 2023-11-15
- IRS object ID
- 202303199349104820
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T12:49:44-06:00 | ReturnTs |
| Tax Period End | 2023-07-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510173260 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JES EDWARDS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BELINDA TALLEY | InCareOfNm |
| Business Name Control | JESF | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 122297 | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76121 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BELINDA TALLEY | PersonNm |
| Person Title | SEC | PersonTitleTxt |
| Phone | 8177376924 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BELINDA | PersonFirstNm |
| Person Last | TALLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BELINDA TALLEY CPA | PreparerPersonNm |
| PTIN | P00179179 | PTIN |
| Phone | 8177376924 | PhoneNum |
| Preparation | 2023-11-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,257,793 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $300,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $81,905 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $81,905 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $373,500 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $373,500 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $49,982 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $49,982 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $49,982 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $433,849 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $433,849 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,239,236 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $939,236 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $377 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $377 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $54,650 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $30,484 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $79,078 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $79,078 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $134,105 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $109,939 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,026,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,026,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,160,105 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $109,939 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,026,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $79,131 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $829,297 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,597,722 | CashBOYAmt |
| Cash EOY | $4,434,280 | CashEOYAmt |
| Cash EOYFMV | $4,434,280 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Prepaid Expenses BOY | $13,131 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $18,542 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $18,542 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $12,407,202 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,845,540 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,772,191 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $2,751,381 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,512,876 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,512,876 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $328,763 | OtherAssetsBOYAmt |
| Other Assets EOY | $328,763 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,519,904 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $19,098,199 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,140,001 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,257,793 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $6,486,079 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $6,486,079 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $12,612,120 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,653,922 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,098,199 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,140,001 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,098,199 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,140,001 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,098,199 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $79,131 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $19,177,330 | SubtotalAmt |
| Other Decreases | $37,329 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,140,001 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $49,982 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,527 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,527 | SubtotalAmt |
| Tax Based On Investment Income | $11,527 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $24,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $12,673 | OverpaymentAmt |
| Applied To ES Tax | $12,673 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELINDA TALLEY CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8177376924 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6461 WAVERLY WAY | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76116 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| STACE E SEWELL | ||||||
| PO BOX 797523 | DALLAS | TX | 75379 | PRESIDENT | 0.000 | $0 |
| SHERYL SEWELL | ||||||
| 4413 CUMBERLAND RD N | FORT WORTH | TX | 76116 | VICEPRESIDENT | 0.000 | $0 |
| BELINDA TALLEY | ||||||
| 316 RYAN AVE | BURLESON | TX | 76028 | SECRETARY | 0.000 | $0 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,660,530 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,519,760 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,051,322 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,231,612 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $22,231,612 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $333,474 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,898,138 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,094,907 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,094,907 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,527 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,527 | TotalTaxAmt |
| Distributable Before Adj | $1,083,380 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,083,380 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,083,380 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,026,000 | ExpensesAndContributionsAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,026,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,083,380 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,025,061 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,026,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,025,061 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $93,900 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $989,480 | UndistributedIncomeCYAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAREEN E SCHMDIT REV TR | ContributingManagerNm |
| Contributing Manager | STACE SEWELL CO-TRUSTEE | ContributingManagerNm |
| Contributing Manager | BELINDA TALLEY CO-TRUSTEE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MR STACE E SEWELL PRES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 122297 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8177376924 | RecipientPhoneNum |
| Recipient Email Address | BELINDAT@CHARTER.NET | RecipientEmailAddressTxt |
| Form And Info And Materials | LETTERHISTORY BUDGETFINANCIALS AMOUNTPURPOSE OF REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MAY 31 ANNUALLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO INDIVIDUALS OR INDIVIDUAL CHURCH | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| APOLLO SUPPORT & RESCUE | ||||||
| 3851 MALIBU SUN DRIVE | FORT WORTH | TX | 76137 | PC | WEST WING ADDITION | $40,000 |
| PRISON ENTREPRENEURSHIP | ||||||
| 10830 M CENTRAL EXPY Ste 240 | DALLAS | TX | 75231 | PC | PROGRAMS | $25,000 |
| CAL FARLEY | ||||||
| PO BOX 1890 | AMARILLO | TX | 79174 | PC | BOYS GIRLS PROGRAM | $25,000 |
| CAMP FIRE USA FIRST TX COUNCIL | ||||||
| 2700 MEACHAM BLVD | FORT WORTH | TX | 76137 | PC | DIAMOND HILL STATION | $15,000 |
| FORT WORTH MUSEUM SCIENCE & HISTORY | ||||||
| 1600 GENDY ST | FORT WORTH | TX | 76107 | PC | CHARLIE MARY NOBLE PLANETARIUM | $40,000 |
| CASA OF TARRANT CO INC | ||||||
| 101 SUMMIT AVE Ste 505 | FORT WORTH | TX | 76102 | PC | GENERAL OPERATING | $50,000 |
| DRC | ||||||
| PO BOX 0871 | FORT WORTH | TX | 76101 | PC | OUTREACH HOUSING PLACEMENT MGNT SVCS | $10,000 |
| GLOBAL OUTREACH | ||||||
| PO BOX 1 | TUPELO | MS | 38802 | PC | BELIZE VOTECH CENTER | $10,000 |
| UNBOUND | ||||||
| 5049 TRAIL LAKE DR Ste 105 | FORT WORTH | TX | 76133 | PC | OPERATING EXP | $40,000 |
| SAFEHAVEN OF TARRANT CO | ||||||
| 1010 NORTH CENTER ST | ARLINGTON | TX | 76011 | PC | SAFE SHELTER PROGRAM | $20,000 |
| FRIENDS OF JACKSBORO ANIMAL SHELTER | ||||||
| PO BOX 322 | JACKSBORO | TX | 76458 | PC | BUILDING | $27,000 |
| FIRST FRUITS MINISTY INC | ||||||
| 130 EAST 25TH ST | TULSA | OK | 74114 | PC | CHURCH CONSTRUCTION RUSSIA | $60,000 |
| ART TOOTH | ||||||
| PO BOX 470961 | FORT WORTH | TX | 76107 | PC | STUIDO SPACE | $20,000 |
| SINACA STUDIOS | ||||||
| 1013 W MAGNOLIA AVE | FORT WORTH | TX | 76104 | PC | ARTISITCCIVIC EDUCATIONAL FD | $30,000 |
| CONCERNED CITIZENS OF JACK COUNTY | ||||||
| 400 EAST PINE ST | JACKSBORO | TX | 76458 | PC | 2 ACSTRAYSRENOVATION NEEDS | $33,000 |
| THE INDEPENDENCE FUND | ||||||
| 8349 ARROWRIDGE BLVD Ste R | CHARLOTTE | NC | 28273 | PC | TWO TRACK CHAIRS TRAILERS | $32,000 |
| MHMR VISIONS | ||||||
| 3840 HULEN ST | FORT WORTH | TX | 76107 | PC | OUTDOOR EXPERIENTIAL CAMP | $10,000 |
| MEALS ON WHEELS INC OF TARRANT CO | ||||||
| 5740 AIRPORT FREEWAY | HALTOM CITY | TX | 76117 | PC | MEAL PROGRAM | $25,000 |
| MERCY SHIPS | ||||||
| PO BOX 2020 | LINDALE | TX | 75771 | PC | MOST NEEDED | $30,000 |
| THE PARENTING CENTER | ||||||
| 2928 WEST FIFTH ST | FORT WORTH | TX | 76107 | PC | FAMILY LIFE EDUCATION PROGRAM | $15,000 |
| MISSION INDIA | ||||||
| PO BOX 141312 | GRAND RAPIDS | MI | 49502 | PC | CHURCH PLANTERADULT LITERACYCHILDREN BIBLE | $92,000 |
| UNTHSC FOUNDATION | ||||||
| 3500 CAMP BOWIE BLVD | FORT WORTH | TX | 76107 | PC | RESEARCH PROGCOLLEGE NURSING | $75,000 |
| RECOVERY RESOURCE COUNCIL | ||||||
| 2700 AIRPORT FREEWAY | FORT WORTH | TX | 76111 | PC | VET SUPPORT SERVICES PROGRAMS | $40,000 |
| TEXAS BAPTIST MEN | ||||||
| 5351 CATRON DR | DALLAS | TX | 75227 | PC | DISASTER RELIEF PROGRAM | $80,000 |
| THE WARM PLACE | ||||||
| 809 LIPSCOMB ST | FORT WORTH | TX | 76104 | PC | GRIEF SUPPORT GROUPS | $50,000 |
| FOR LOVE & ART | ||||||
| 4848 LEMMON AVE Ste 100-623 | DALLAS | TX | 75219 | PC | SENIOR THERAPEUTIC ART PROGRAM | $15,000 |
| CEDAR CREEK VETERANS FOUNDATION | ||||||
| PO BOX 489 | MABANK | TX | 75147 | PC | VET SUPPORT SERVICES | $32,000 |
| ADDY'S HOPE ADOPTION AGENCY | ||||||
| 3601 FM 57 | FLOMOT | TX | 79234 | PC | HOPE CROSSINGFUTURE HOPE THEY WAIT PROGRAMS | $50,000 |
| GLADYS JOHNSON RITCHIE PUBLIC LIBRARY | ||||||
| 626 W COLLEGE ST | JACKSBORO | TX | 76458 | PC | BUILDING NEEDS | $25,000 |
| THE JORDAN ELIZABETH HARRIS FOUNDATION | ||||||
| 2830 S HULEN ST Ste 139 | FORT WORTH | TX | 76109 | PC | HOPE SQUAD SUICIDE PREVENTION PROGRAM | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,026,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $81,905 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $373,500 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $433,849 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $889,254 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $889,254 | 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 | 3 | LineNumberTxt |
| Relationship Statement | ALL REVENUE PRODUCES FUNDS FOR EXEMPT PURPOSES ONLY | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAREEN E SCHMIDT REVOCABLE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 122297 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $300,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $49,982 | GrossSalesPriceAmt |
| Total Net | $49,982 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 100 SHS PINNACLE WEST | $2,003 | $2,003 |
| ARC PROPERTY TRUST | $213,771 | $213,771 |
| ALLIANCE LIFE | $650,000 | $650,000 |
| AMIDEE HOTEL RESORT | $100,000 | $100,000 |
| LEGACY EQUITY FD | $31,830 | $31,830 |
| STOCKS WITH BROKERAGE ACS | $8,912,022 | $10,627,996 |
| MUTUTAL FUNDS | $2,935,914 | $4,146,591 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PARTNERSHIP AT BOOK VALUE | AT COST | $1,512,876 | $1,512,876 |
| FMV | |||
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Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MINERAL PROPERTY | Desc |
| BOY Book Value | $328,763 | BOYBookValueAmt |
| EOY Book Value | $328,763 | EOYBookValueAmt |
| EOYFMV | $1,519,904 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE EXP | Desc |
| Amt | $37,329 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN DVIDEND FEES | $818 | $818 |
| BANK FEE | $15 | $15 |
| INVESTMENT MANAGEMENT FEES | $66,138 | $66,138 |
| CONTRIBUTION PER FORM 1065 K1S | $5 | $5 |
| OTHER EXPENSES OG RI | $12,102 | $12,102 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| GROSS OIL GAS ROYALTIES | $357,970 | $357,970 |
| MADOFF VICTIM FUND | $16,811 | $16,811 |
| JP MORGAN ADR SETTLEMENT | $1 | $1 |
| ABBY CAPITAL | $99 | $99 |
| INCOME FROM PARTNERSHIPS | ||
| CRESTWOOD EQUITY | -$53 | -$53 |
| CZECH III SENIOR LOAN | $12,584 | $12,584 |
| ENTERPRISE PRODUCTS | $7,416 | $7,416 |
| NEW SOURCE BROADBAND | $38,481 | $38,481 |
| SUBURBAN PROPANE | $540 | $540 |
Substantial Contributors Sch SubstantialContributorsSch
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES WITHHELD | $4,166 | $4,166 |
| MINERAL AD VALOREM TAXES | $9,218 | $9,218 |
| OG RI PRODUCTION TAXES | $17,100 | $17,100 |
| EXCISE TAX 990PF FY 722 | $24,166 |
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