R W FAIR FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- R W FAIR FOUNDATION (EIN 75-6015270)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-07
- IRS object ID
- 202531279349101048
- 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
- Investments Land Schedule2
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-07T09:22:09-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 750699590 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SQUYRES & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 821 ESE LOOP 323 STE 100 | 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 | 756015270 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R W FAIR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RWFA | BusinessNameControlTxt |
| Phone | 9035923811 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 689 | AddressLine1Txt |
| City | TYLER | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75710 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN R BOB GARRETT | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2025-05-07 | 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 | Deborah R Jordan | PreparerPersonNm |
| PTIN | P00187426 | PTIN |
| Phone | 9035972021 | 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 | $25,715,086 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $288 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $288 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $306,703 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $306,703 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $26,640 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $26,640 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $21,835 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $4,281,575 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,633,806 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,281,575 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $46,425 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $46,425 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,661,631 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,661,631 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $22,804 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $22,804 | CompOfcrDirTrstNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $4,125 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $3,795 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $330 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,270 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,114 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $156 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $171,750 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $120,250 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $51,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $72,159 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,739 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $170 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,879 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,879 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $294,987 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $177,581 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $52,156 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $888,871 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,888,871 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,183,858 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $177,581 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,941,027 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,477,773 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,484,050 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $119,668 | CashBOYAmt |
| Cash EOY | $134,842 | CashEOYAmt |
| Cash EOYFMV | $134,842 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,125,155 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,597,455 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,597,455 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $9,672 | AcctRcvblAmt |
| Acct Rcvbl BOY | $36,826 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $9,672 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $9,672 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $9,525 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,433 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,433 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $21,785,543 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,714,957 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,714,957 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $193,537 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $57,817 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $135,720 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $135,720 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $143,021 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $14,503 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,503 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $111,706 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $1 | OtherAssetsEOYAmt |
| Total Assets BOY | $23,226,940 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,610,583 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,715,086 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $14,170 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $61,771 | AccountsPayableEOYAmt |
| Grants Payable BOY | $3,000,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,000,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $3,014,170 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,061,771 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $20,212,770 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $23,548,812 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,212,770 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,548,812 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,226,940 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,610,583 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,212,770 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,477,773 | ExcessRevenueOverExpensesAmt |
| Subtotal | $23,690,543 | SubtotalAmt |
| Other Decreases | $141,731 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,548,812 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | LKCM L/T PUBLIC TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $8,633,806 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,352,231 | CostOrOtherBasisAmt |
| Gain Or Loss | $4,281,575 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,281,575 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,281,575 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $62,328 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $62,328 | SubtotalAmt |
| Tax Based On Investment Income | $62,328 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,720 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,720 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2,922 | EsPenaltyAmt |
| Tax Due | $58,530 | 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 | RACHEL LARSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9035923811 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 689 | AddressLine1Txt |
| City | TYLER | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75710 | 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 | Yes (true) | 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 (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| KIRK CALHOUN | ||||||
| P O BOX 689 | TYLER | TX | 75710 | Director | 0.00 | $0 |
| RANDY ROBERTS | ||||||
| P O BOX 689 | TYLER | TX | 75710 | Vice President | 0.00 | $0 |
| RACHEL LARSON | ||||||
| P O BOX 689 | TYLER | TX | 75710 | Sec/Treasurer | 5.00 | $7,387 |
| TOM MULLINS | ||||||
| P O BOX 689 | TYLER | TX | 75710 | Director | 0.00 | $0 |
| KEN WAITS | ||||||
| P O BOX 689 | TYLER | TX | 75710 | Director | 0.00 | $0 |
| CASSIE HOLLENSHEAD | ||||||
| P O BOX 689 | TYLER | TX | 75710 | Asst. Sec-Treas | 5.00 | $15,417 |
| MARK WHATLEY | ||||||
| P O BOX 689 | TYLER | TX | 75710 | Director | 0.00 | $0 |
| LEE GIBSON | ||||||
| P O BOX 689 | TYLER | TX | 75710 | Director | 0.00 | $0 |
| JOHN R BOB GARRETT | ||||||
| P O BOX 689 | TYLER | TX | 75710 | President | 5.00 | $0 |
| JOHN L JONES | ||||||
| P O BOX 689 | TYLER | TX | 75710 | Director | 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 | $22,715,392 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,746,989 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $265,532 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,727,913 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $24,727,913 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $370,919 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,356,994 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,217,850 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,217,850 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $62,328 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $62,328 | TotalTaxAmt |
| Distributable Before Adj | $1,155,522 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,155,522 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,155,522 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,941,027 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,941,027 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,155,522 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $707,822 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $707,822 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,941,027 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,155,522 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $785,505 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,493,327 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,493,327 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $707,822 | ExcessFromYear1Amt |
| Excess From Current Year | $785,505 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Bob Garrett | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 689 | AddressLine1Txt |
| City | TYLER | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75710 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9035106535 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | VARIOUS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE SCHEDULE 1 | AddressLine1Txt |
| City | SEE SCHEDULE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75710 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC & GOV | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | See Schedule 1 Attached | GrantOrContributionPurposeTxt |
| Amt | $1,888,871 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,888,871 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $288 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $306,703 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $21,835 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $46,425 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,281,575 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,656,826 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,656,826 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (true) | 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 |
Transfer Schedule Detail TransferScheduleDetail (2 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| City of Tyler | ||
| 1a(1) | $2,395 | Payment for Landscaping on behalf of the City of Tyler for city property |
| City of Tyler Parks & Rec | ||
| 1a(1) | $20,500 | Contribution to the Parks & Recreation Department toward the construction of Faulkner Tennis Center |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF TYLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501c(1)(A)(ii) | OrganizationTypeDesc |
| Relationship Description | HISTORICAL RELATIONSHIP with governmental unit | RelationshipDescriptionTxt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $13,270 | Amt |
| Net Investment Income | $13,114 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $156 | DisbursementsCharitablePrpsAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Improvements | $57,817 | $57,817 | ||
| Land | $135,720 | $135,720 | $143,021 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| producing royalty | AT COST | $138,511 | $102,971 |
| non producing royalty | AT COST | $29,316 | $8,735 |
| reserve for depletion | AT COST | $153,324 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| EOY Book Value | $1 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INSURANCE | $2,761 | $2,761 |
| Meal | $453 | $453 |
| OFFICE SUPPLIES | $220 | $220 |
| Rental Expenses | $4,805 | $4,805 |
| ROYALTY OTHER DEDUCTIONS | $2,640 | $2,640 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $46,425 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $46,425 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BROKERAGE FEES | $120,250 | $120,250 | $0 | $0 |
| CONSULTING FEES | $51,500 | $0 | $0 | $51,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Ad Valorem Tax Service Expense | $40 | $40 | |
| AD VALOREM TAX-ROYALTIES | $2,728 | $2,728 | |
| EXCISE TAXES | $65,250 | ||
| FOREIGN TAX | $309 | $309 | |
| GROSS PRODUCTION TAX | $1,701 | $1,701 | |
| payroll taxes | $2,115 | $1,945 | $170 |
| State Tax Withheld | $16 | $16 |
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