BERT F WINSTON SR FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BERT F WINSTON SR FOUNDATION (EIN 76-0662270)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-15
- IRS object ID
- 202212279349100541
- Schema version
- 2021v4.2
- 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
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-15T14:27:52-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 741067601 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOHLE ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 ESSEX LANE SUITE 1000 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760662270 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERT F WINSTON SR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERT | BusinessNameControlTxt |
| Phone | 2813423825 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 522 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 774060522 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY POCHYLA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2813423825 | PhoneNum |
| Signature | 2022-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GARY | PersonFirstNm |
| Person Last | POCHYLA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA K COMPTON | PreparerPersonNm |
| PTIN | P01321832 | PTIN |
| Phone | 7136291381 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $3,456,017 | 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 | $1,500,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $27,065 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,065 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $213,753 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $213,753 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $213,753 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,740,818 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $240,818 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,125 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,168 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,418 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,125 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,125 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $78,602 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $78,602 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $82,020 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,125 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $79,727 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,658,798 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $239,693 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $897,352 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $218,846 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $218,846 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $620,379 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,957,683 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,237,171 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,517,731 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,176,529 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,456,017 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,517,731 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,176,529 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,517,731 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,176,529 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,517,731 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,176,529 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,517,731 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,658,798 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,176,529 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,176,529 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $213,753 | GrossSalesPriceAmt |
| Gain Or Loss | $213,753 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $213,753 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $213,753 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,332 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,332 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,332 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $920 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,252 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,172 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $840 | OverpaymentAmt |
| Applied To ES Tax | $840 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MR GARY POCHYLA | IndividualWithBooksNm |
| Phone | 2813423825 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1314 OAK CREEK ROAD | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 774695415 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| GARY POCHYLA | ||||||||
| PO BOX 522 | RICHMOND | TX | 774060522 | PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| KAREN CARR | ||||||||
| PO BOX 522 | RICHMOND | TX | 774060522 | SECY/TREAS/DIR | 2.00 | $0 | $0 | $0 |
| JACK H MOORE | ||||||||
| PO BOX 522 | RICHMOND | TX | 774060522 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DAVID WINSTON | ||||||||
| PO BOX 522 | RICHMOND | TX | 774060522 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| F BARRETT DAVIS JR | ||||||||
| PO BOX 522 | RICHMOND | TX | 774060522 | VICE PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| CHAILLE HAWKINS | ||||||||
| PO BOX 522 | RICHMOND | TX | 774060522 | VICE PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| PAT MCDONALD | ||||||||
| PO BOX 522 | RICHMOND | TX | 774060522 | VICE PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| DANNY MAREK | ||||||||
| PO BOX 522 | RICHMOND | TX | 774060522 | VICE PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| ROLAND ADAMSON | ||||||||
| PO BOX 522 | RICHMOND | TX | 774060522 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,275,542 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $785,891 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,061,433 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,061,433 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,921 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,030,512 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $101,526 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $101,526 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,332 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,332 | TotalTaxAmt |
| Distributable Before Adj | $98,194 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $98,194 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $98,194 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $79,727 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $79,727 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $98,194 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $59,967 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $17,030 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $15,681 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,452 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $20,220 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $129,350 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $79,727 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $79,727 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $18,467 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $18,467 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $110,883 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $41,500 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $69,383 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $17,030 | ExcessFromYear4Amt |
| Excess From Year3 | $15,681 | ExcessFromYear3Amt |
| Excess From Year2 | $16,452 | ExcessFromYear2Amt |
| Excess From Year1 | $20,220 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GARY POCHYLA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 522 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 774060522 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2813423825 | RecipientPhoneNum |
| Form And Info And Materials | REQUESTS MUST BE IN WRITING AND SHOULD INCLUDE THE ORGANIZATION REQUESTING, THE ORGANIZATION'S PURPOSE, THE SPECIFIC USE OF THE MONEY REQUESTED, AND DOCUMENTATION REGARDING THE CHARITABLE STATUS OF THE ORGANIZATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | RESTRICTED TO THE GEOGRAPHIC AREA IN OR AROUND RICHMOND, TEXAS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CATHOLIC CHARITIES | ||||||
| 2900 LOUISIANA ST | HOUSTON | TX | 77006 | OTHER PUBLIC CHARITY | FOR THE GENERAL FUND | $5,000 |
| CHILD ADVOCATES OF FORT BEND | ||||||
| PO BOX 8 | RICHMOND | TX | 77406 | OTHER PUBLIC CHARITY | FOR THE GENERAL FUND | $10,000 |
| FORT BEND SENIORS MEALS ON WHEELS | ||||||
| PO BOX 1488 | ROSENBERG | TX | 77471 | OTHER PUBLIC CHARITY | FOR THE GENERAL FUND | $10,000 |
| LAMAR EDUCATIONAL AWARDS FOUNDATION | ||||||
| 3911 AVE I | ROSENBERG | TX | 77471 | OTHER PUBLIC CHARITY | FOR THE GENERAL FUND | $5,000 |
| MORTON CEMETERY ASSOCIATION | ||||||
| PO BOX 300 | RICHMOND | TX | 77406 | NC | OPERATING AND MAINTENANCE COSTS | $10,000 |
| NEEDVILLE EDUCATION FOUNDATION | ||||||
| PO BOX 412 | NEEDVILLE | TX | 77461 | OTHER PUBLIC CHARITY | FOR THE GENERAL FUND | $5,000 |
| OAK HILL MISSIONARY CHURCH | ||||||
| 21518 WEST BELFORT | RICHMOND | TX | 77406 | OTHER PUBLIC CHARITY | FOR THE GENERAL FUND | $1,000 |
| TSTC FOUNDATION | ||||||
| 3801 CAMPUS DR | WACO | TX | 76705 | OTHER PUBLIC CHARITY | FOR THE GENERAL FUND | $30,000 |
| WIEGHAT FOUNDATION | ||||||
| PO BOX 61 | NEEDVILLE | TX | 77461 | OTHER PUBLIC CHARITY | FOR THE GENERAL FUND | $1,000 |
| TRINITY OAKS | ||||||
| 9385 MILLER LANE | SAN ANTONIO | TX | 78266 | OTHER PUBLIC CHARITY | FOR THE GENERAL FUND | $1,000 |
| HENDERSON-WESSENDORF FOUNDATION | ||||||
| 611 MORTON STREET | RICHMOND | TX | 77469 | PF | GLASS FOR COUGAR DISPLAY CASE | $602 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $78,602 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,065 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $213,753 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $240,818 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $240,818 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (1) | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | Yes (1) | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail (2 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| MORTON CEMETERY | ||
| 1a(1) | $10,000 | CASH GRANT |
| THE HENDERSON-WESSENDORFF FOUNDATION | ||
| 1a(2) | $602 | NON-CASH GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | 0 | 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 | OLD SOUTH PLANTATION INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 522 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MOHLE ADAMS | CategoryTxt |
| Amt | $2,250 | Amt |
| Net Investment Income | $1,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,125 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| MORTON CEMETERY ASSOCIATION | ||||||||||
| PO BOX 300 | RICHMOND | TX | 77406 | 2021-12-03 | $10,000 | TO MAINTAIN HISTORICAL CEMETERY FOR HISTORICAL, CULTURAL, AND EDUCATIONAL PURPOSES | $10,000 | 06/23/2022: PROGRESS REPORT RECEIVED | 2022-06-23 | DIRECTORS REVIEWED FINANCIALS SUPPORTING USE OF GRANT FUNDS WITH STATED GRANT PURPOSE |
| THE HENDERSON-WESSENDORFF FOUNDATION | ||||||||||
| 611 MORTON STREET | RICHMOND | TX | 77469 | 2021-09-22 | $602 | TO PROVIDE GLASS FOR COUGAR DISPLAY CASE USED FOR EDUCATIONAL PURPOSES | $602 | 2021-10-31 | DIRECTORS REVIEWED DISPLAY CASE AFTER INSTALLATION | |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY BROKERAGE SERVICES | StockNm |
| EOY Book Value | $2,957,683 | EOYBookValueAmt |
| EOYFMV | $3,237,171 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $1,168 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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