PENLAND FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PENLAND FOUNDATION (EIN 20-5692339)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-02-11
- IRS object ID
- 202200429349100700
- Schema version
- 2020v4.0
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-11T09:13:26-06:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 741593672 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAZUR & VERNON CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1916 | AddressLine1Txt |
| City | NEDERLAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77627 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205692339 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENLAND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PENL | BusinessNameControlTxt |
| Phone | 4097224594 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6550 TRAM ROAD | AddressLine1Txt |
| City | BEAUMONT | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77713 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOE PENLAND SR | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 4097224594 | PhoneNum |
| Signature | 2022-02-07 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOE | PersonFirstNm |
| Person Last | PENLAND SR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NIKKI BROWN | PreparerPersonNm |
| PTIN | P01083334 | PTIN |
| Phone | 4097291234 | PhoneNum |
| Preparation | 2022-02-08 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,521,502 | 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 | $1,758,266 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,504 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,504 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $104,434 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $104,434 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $45,950 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $998,510 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $697,550 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11,787 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,924,941 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $806,488 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $7,045 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $3,164 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $676 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $10,885 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $687,915 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $687,915 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $698,800 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $687,915 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,226,141 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $806,488 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,219 | CashBOYAmt |
| Cash EOY | $420,557 | CashEOYAmt |
| Cash EOYFMV | $420,557 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,054,291 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,585,461 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,585,461 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $3,855,288 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,857,825 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,000,722 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $235,715 | OtherAssetsBOYAmt |
| Other Assets EOY | $514,762 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $514,762 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,152,513 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,378,605 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,521,502 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,152,513 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,378,605 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,152,513 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,378,605 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,152,513 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,378,605 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,152,513 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,226,141 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,378,654 | SubtotalAmt |
| Other Decreases | $49 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,378,605 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | MARATHON OIL CORP., 72,000 SHS | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2021-06-01 | AcquiredDt |
| Sold | 2021-06-04 | SoldDt |
| Gross Sales Price | $998,510 | GrossSalesPriceAmt |
| Cost Or Other Basis | $300,960 | CostOrOtherBasisAmt |
| Gain Or Loss | $697,550 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $697,550 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $697,550 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,210 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,210 | SubtotalAmt |
| Tax Based On Investment Income | $11,210 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $900 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $900 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $10,311 | TaxDueAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NO WEBSITE | WebsiteAddressTxt |
| Individual With Books | JOE PENLAND SR | IndividualWithBooksNm |
| Phone | 4097224594 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6550 TRAM ROAD | AddressLine1Txt |
| City | BEAUMONT | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77713 | 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 |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOE PENLAND SR | ||||||||
| 6550 TRAM ROAD | BEAUMONT | TX | 77713 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| JOE C VERNON | ||||||||
| P O BOX 1916 | NEDERLAND | TX | 77627 | SECRETARY | 1.00 | $0 | $0 | $0 |
| STEVE GENTILE | ||||||||
| 3004 MEMPHIS | NEDERLAND | TX | 77627 | DIRECTOR | 1.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,688,267 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,442,441 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $429,475 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,560,183 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,560,183 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $113,403 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,446,780 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $372,339 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $372,339 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,210 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,210 | TotalTaxAmt |
| Distributable Before Adj | $361,129 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $361,129 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $361,129 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $687,915 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $687,915 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $687,915 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $361,129 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $223,601 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $41,091 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $22,976 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $128,875 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $312,146 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $728,689 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $687,915 | QualifyingDistributionsAmt |
| Applied To Current Year | $361,129 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $326,786 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,055,475 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $223,601 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $831,874 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $41,091 | ExcessFromYear4Amt |
| Excess From Year3 | $22,976 | ExcessFromYear3Amt |
| Excess From Year2 | $128,875 | ExcessFromYear2Amt |
| Excess From Year1 | $312,146 | ExcessFromYear1Amt |
| Excess From Current Year | $326,786 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOE PENLAND SR | ContributingManagerNm |
| Contributing Manager | QUALITY MAT COMPANY - JOE PENLAND S | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOE PENLAND SR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6550 TRAM ROAD | AddressLine1Txt |
| Address Line2 | 6550 TRAM ROAD | AddressLine2Txt |
| City | BEAUMONT | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77713 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4097224594 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC PRESCRIBED FORM IS REQUIRED AND INVESTIGATION IS MADE ON A CASE BY CASE BASIS TO DETERMINE SPECIFIC NEEDS OF THE CHARITY AND IS APPROVED BY THE BOARD, PURSUANT TO THE IRS CODE SEC. 170(C)(2) AND SEC. (501)(C)(3) | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NOT SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NOT RESTRICTIONS OR LIMITATIONS ON AWARDS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| 100 CLUB OF HOUSTON | |||||||||
| 5555 SAN FELIPE STREET 5 | 5555 SAN FELIPE STREET 5 | HOUSTON | TX | 77056 | UNRELATED | PC | DONATION | $1,500 | |
| BOYS HAVEN | |||||||||
| 3655 N MAJOR DRIVE | 3655 N MAJOR DRIVE | BEAUMONT | TX | 77713 | UNRELATED | PC | SERVICES FOR BOYS HAVEN | $1,000 | |
| CHRISTUS HEALTH FOUNDATION SETX | |||||||||
| 2830 CALDER | 2830 CALDER | BEAUMONT | TX | 77702 | UNRELATED | PC | FUNDRAISER | $160,000 | |
| GIFT OF LIFE | |||||||||
| 2390 DOWLEN ROAD | 2390 DOWLEN ROAD | BEAUMONT | TX | 77706 | UNRELATED | PC | DONATION | $239,990 | |
| HARDIN COUNTY ANGEL CARE | |||||||||
| PO BOX 8072 | PO BOX 8072 | LUMBERTON | TX | 77657 | UNRELATED | PC | DONATION | $1,000 | |
| HARDIN COUNTY YOUTH PROJECT SHOW | |||||||||
| PO BOX 1394 | PO BOX 1394 | KOUNTZE | TX | 77625 | UNRELATED | NC | AUCTION | $7,650 | |
| IN TOUCH MINISTRIES | |||||||||
| PO BOX 7900 | PO BOX 7900 | ATLANTA | GA | 30357 | UNRELATED | PC | MINISTRIES | $11,000 | |
| JASPER COUNTY JR LIVESTOCK FOUND | |||||||||
| PO BOX 253 | PO BOX 253 | KIRBYVILLE | TX | 75956 | UNRELATED | PC | DONATION | $2,500 | |
| KOUNTZE HIGH SCHOOL | |||||||||
| PO BOX 460 - 1488 FM 1293 | PO BOX 460 -1488 FM 1293 | KOUNTZE | TX | 77625 | UNRELATED | GOV | FISHING TEAM SPONSORSHIP | $1,500 | |
| KOUNTZE HIGH SCHOOL | |||||||||
| PO BOX 460 - 1488 FM 1293 | PO BOX 460 - 1488 FM 1293 | KOUNTZE | TX | 77625 | UNRELATED | GOV | FFA DONATION | $890 | |
| KOUNTZE HIGH SCHOOL | |||||||||
| PO BOX 460 -1488 FM 129 | PO BOX 460 - 1488 FM1293 | KOUNTZE | TX | 77625 | UNRELATED | GOV | SCHOLARSHIP | $20,000 | |
| KOUNTZE HIGH SCHOOL | |||||||||
| PO BOX 460 - 1488 FM 1293 | PO BOX 460- 1488 FM 1293 | KOUNTZE | TX | 77625 | UNRELATED | GOV | DONATION | $1,650 | |
| KOUNTZE HIGH SCHOOL | |||||||||
| PO BOX 460 - 1488 FM 12 | PO BOX 460 - 1488 FM 1293 | KOUNTZE | TX | 77625 | UNRELATED | GOV | BASEBALL | $325 | |
| MARAUDER BASEBALL CLUB INC | |||||||||
| PO BOX 8830 | PO BOX 8830 | LUMBERTON | TX | 77657 | UNRELATED | PC | DONATION | $1,000 | |
| MD ANDERSON CANCER CENTER | |||||||||
| PO BOX 4486 | PO BOX 4486 | HOUSTON | TX | 772104486 | UNRELATED | PC | HEART OF MD ANDERSON | $45,000 | |
| NEDERLAND HERITAGE FESTIVAL | |||||||||
| PO BOX 1176 | PO BOX 1176 | NEDERLAND | TX | 77627 | UNRELATED | PC | SPONSHORSHIP | $100 | |
| NEDERLAND HIGH SCHOOL | |||||||||
| 220 N 17TH ST | 220 N 17TH ST | NEDERLAND | TX | 77627 | UNRELATED | GOV | OPERATION GRADUATION | $500 | |
| NEDERLAND HIGH SCHOOL | |||||||||
| 220 N 17TH ST | 220 N 17TH ST | NEDERLAND | TX | 77627 | UNRELATED | GOV | SPONSORSHIP | $500 | |
| TEXAS CHILDRENS HOSPITAL | |||||||||
| 1102 BATES AVE | 1102 BATES AVE | HOUSTON | TX | 77030 | UNRELATED | PC | DONATION | $50,000 | |
| THE 100 CLUB OF SOUTHEAST TEXAS | |||||||||
| PO BOX 3405 | PO BOX 3405 | BEAUMONT | TX | 77704 | UNRELATED | PC | FUNDRAISER FOR ORGANIZATION | $15,000 | |
| THE 100 CLUB OF SOUTHEAST TEXAS | |||||||||
| PO BOX 3405 | PO BOX 3405 | BEAUMONT | TX | 77704 | UNRELATED | PC | DONATION | $870 | |
| THE NOON MIDCOUNTY OPTIMIST | |||||||||
| 920 SHANNON LANE | 920 SHANNON LANE | NEDERLAND | TX | 77627 | UNRELATED | PC | SPONSORSHIP | $300 | |
| INDIAN SPRINGS SPECIAL NEEDS CAMP | |||||||||
| 6106 HALLAND CEMETARY ROA | 6106 HALLAND CEMETARY ROA | KOUNTZE | TX | 77625 | UNRELATED | PC | SPONSORSHIP | $5,000 | |
| AUGUSTA'S ANGELS | |||||||||
| 3195 DOWLEN ROAD STE 101- | 3195 DOWLEN ROAD STE 101 | BEAUMONT | TX | 77706 | UNRELATED | PC | DONATION | $500 | |
| KOUNTZE VOLUNTEER FIRE DEPARTMENT | |||||||||
| 350 E DEER ST | 350 E DEER ST | KOUNTZE | TX | 77625 | UNRELATED | PC | DONATION | $1,400 | |
| SALT CLUB | |||||||||
| 900 TB ELLISON PKWY | 900 TB ELLISON PWKY | PORT ARTHUR | TX | 77640 | UNRELATED | PC | DONATION | $25,000 | |
| GARTH HOUSE | |||||||||
| 1895 MCFADDIN | 1895 MCFADDIN | BEAUMONT | TX | 77701 | UNRELATED | PC | DONATION | $1,000 | |
| MADD EAST TEXAS | |||||||||
| 700 NORTH STREET SUITE A | 700 NORTH STREET SUITE A | BEAUMONT | TX | 77701 | UNRELATED | PC | SPONSORSHIP | $5,000 | |
| KOUNTZE INDEPENDENT SCHOOL DISTRICT | |||||||||
| PO BOX 460 | PO BOX 460 | KOUNTZE | TX | 77625 | UNRELATED | GOV | BASEBALL BANQUET | $1,465 | KOUNTZE INDEPENDENT SCHOOL DISTRICT |
| BEAUMONT POLICE OFFICERS ASSOCIATIO | |||||||||
| 700 NORTH ST SUITE87 | 700 NORTH ST SUITE 87 | BEAUMONT | TX | 77703 | UNRELATED | GOV | SPONSORSHIP | $1,000 | BEAUMONT POLICE OFFICERS ASSOCIATION |
| ALZHEIMER'S FOUNDATION OF AMERICA | |||||||||
| 322 EIGHT AVE 16TH FLOOR | 322 EIGHTH AV 16TH FLOOR | NEW YORK | NY | 10001 | UNRELATED | PC | DONATION | $10,000 | ALZHEIMER'S FOUNDATION OF AMERICA |
| BEG LLC | |||||||||
| PO BOX 1940 | PO BOX 1940 | WINNIE | TX | 77665 | UNRELATED | NC | SPONSORSHIP | $10,000 | BEG LLC |
| DICKINSON LITTLE ITALY FESTIVAL | |||||||||
| PO BOX 692 | PO BOX 692 | DICKINSON | TX | 77539 | UNRELATED | PC | DONATION | $5,000 | DICKINSON LITTLE ITALY FESTIVAL |
| FRANCHISE ELITE BASEBALL | |||||||||
| 6106 KEITH RD | 6106 KEITH RD | LUMBERTON | TX | 77657 | UNRELATED | NC | SPONSORSHIP | $500 | FRANCHISE ELITE BASEBALL |
| GIRLS HAVEN INC | |||||||||
| 3380 FANNIN STREET | 3380 FANNIN STREET | BEAUMONT | TX | 77701 | UNRELATED | PC | FUNDRAISER FOR ORGANIZATION | $20,000 | GIRLS HAVEN INC |
| JEFFERSON COUNTY PRECINCT | |||||||||
| PO BOX 4025 | PO BOX 4025 | BEAUMONT | TX | 77704 | UNRELATED | GOV | SPONSORSHIP | $1,000 | JEFFERSON COUNTY PRECINCT |
| LAMAR UNIVERSITY | |||||||||
| PO BOX 10038 | PO BOX 10038 | BEAUMONT | TX | 77710 | UNRELATED | GOV | DONATION TO BASEBALL TEAM | $1,000 | LAMAR UNIVERSITY |
| LOVE RESCUES INTERNATIONAL INC | |||||||||
| 3739 NORTH MAJOR DR | 3739 NORTH MAJOR DRIVE | BEAUMONT | TX | 77713 | UNRELATED | PC | DONATION FOR WHEELS OF GRACE | $5,000 | LOVE RESCUES INTERNATIONAL INC |
| MID COUNTY OPTIMIST CLUB | |||||||||
| 2646 GRAND BLVD | 2646 GRAND BLVD | PORT NECHES | TX | 77651 | UNRELATED | PC | DONATION FOR TROPHIES | $550 | MID COUNTY OPTIMIST CLUB |
| ORANGEFIELD HIGH SCHOOL | |||||||||
| PO BOX 172 | PO BOX 172 | ORANGEFIELD | TX | 77639 | UNRLEATED | GOV | PROJECT GRADUATION | $500 | ORANGEFIELD HIGH SCHOOL |
| SAM HOUSTON STATE UNIVERSITY | |||||||||
| PO BOX 2088 | PO BOX 2088 | HUNTSVILLE | TX | 77341 | UNRELATED | GOV | RODEO TEAM | $400 | SAM HOUSTON UNIVERSITY |
| SILSBEE LITTLE LEAGUE | |||||||||
| 1220 MARSHALL LANE | 1220 MARSHALL LANE | SILSBEE | TX | 77656 | UNRELATED | NC | SPONSORSHIP | $1,000 | SILSBEE LITTLE LEAGUE |
| SOUTHEAST TEXAS CIRCLE OF HOPE INC | |||||||||
| PO BOX 953 | PO BOX 953 | NEDERLAND | TX | 77627 | UNRELATED | PC | DONATION | $10,000 | SOUTHEAST TEXAS CIRCLE OF HOPE INC |
| STRENGTH FOR SERVICE | |||||||||
| 5654 LONGWOOD ST | 5654 LONGWOOD ST | BEAUMONT | TX | 77707 | UNRELATED | PC | DONATION | $2,500 | STRENGTH FOR SERVICE |
| TEXAS RICE FESTIVAL | |||||||||
| PO BOX 147 | POBOX 147 | WINNIE | TX | 77665 | UNRELATED | PC | COMMUNITY CELEBRATION | $300 | TEXAS RICE FESTIVAL |
| TEXAS YOUNG FARMERS ASSOCIATION | |||||||||
| 10150 CR 1307 | 10150 CR 1307 | MALAKOFF | TX | 75148 | UNRELATED | PC | FUNDRAISER | $400 | TEXAS YOUNG FARMERS ASSOCIATION |
| WARREN HIGH SCHOOL | |||||||||
| PO BOX 190 | PO BOX 190 | WARREN | TX | 77664 | UNRELATED | GOV | SPONSORSHIP | $500 | WARREN HIGH SCHOOL |
| WEST BROOK HIGH SCHOOL | |||||||||
| 148 S DOWLEN RD | 148 S DOWLEN RD | BEAUMONT | TX | 77707 | UNRELATED | GOV | PROJECT GRADUATION | $500 | WEST BROOK HIGH SCHOOL |
| WILDWOOD MEN'S GOLF ASSOC | |||||||||
| PO BOX 202 | PO BOX 202 | VILLAGE MILLS | TX | 77663 | UNRELATED | NC | SPONSORSHIP | $100 | WILDOWOOD MEN'S GOLF ASSOC |
| YMBL | |||||||||
| 7250 WESPARK DR | 7250 WESPARK DR | BEAUMONT | TX | 77705 | UNRELATED | PC | DONATION | $13,525 | YMBL |
| THREE RIVER COUNCIL | |||||||||
| 4650 CARDINAL DRIVE | 4650 CARDINAL DRIVE | BEAUMONT | TX | 77705 | UNRELATED | PC | DONATION | $2,500 | THREE RIVER COUNCIL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $687,915 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,504 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $104,434 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 621400 | BusinessCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $45,950 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ARPA ADV. RADIATION PHYS., | Desc |
| Business | 621400 | BusinessCd |
| Unrelated Business Taxbl Incm | $11,787 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 8 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $11,787 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $108,938 | ExclusionAmt |
| Related Or Exempt Function Incm | $45,950 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $166,675 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd | Business Name Line2ContributorBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| JOE PENLAND SR | ||||||||
| 1 | 6550 TRAM ROAD | BEAUMONT | TX | 77713 | $1,123,266 | Yes (X) | Yes (X) | |
| QUALITY MAT COMPANY - | ||||||||
| 2 | 6550 TRAM ROAD | BEAUMONT | TX | 77713 | $635,000 | Yes (X) | JOE PENLAND SR CEO | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 72,000 SHARES OF MARATHON OIL CO | NoncashPropertyDesc |
| Fair Market Value | $952,560 | FairMarketValueAmt |
| Received | 2021-06-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,045 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARPA ADV. RADIATION PHYS. ASSOC., LP | AT COST | $31,103 | $31,103 |
| INVESTMENT - CBTX, INC | AT COST | $3,511,549 | $5,777,799 |
| INVESTMENT - INTEGRITY MID-NRTH AMRC | AT COST | $315,173 | $191,820 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTANGIBLE ASSET - PATENT | $235,715 | $513,124 | $513,124 |
| DUE FROM PENLAN FOUNDATION PRODUCTIO | $1,638 | $1,638 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDEDUCTIBLE EXPENSES FROM PASSTHROUGH K1 | $9 |
| NONDEDUCTIBLE PENALTIES | $40 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK CHARGES | $12 |
| OFFICE EXPENSE | $664 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ARPA ADV. RADIATION PHYS., LP | Desc |
| Revenue And Expenses Per Books | $11,787 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| UBI TAX | $3,079 |
| EXCESS TAX | $85 |
Comments