KATHRYN OCONNOR FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- KATHRYN OCONNOR FOUNDATION (EIN 74-6039415)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-04
- IRS object ID
- 202221249349102012
- 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
- All Oth Prog Rltd Investments Sch
- Cash Deemed Charitable Expln Stmt
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-04T14:13:03-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 746039142 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF THOMAS O'CONNOR | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 E SANTA ROSA | AddressLine1Txt |
| City | VICTORIA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77901 | 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 | 746039415 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KATHRYN O'CONNOR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KATH | BusinessNameControlTxt |
| Phone | 3615786271 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 400 | AddressLine1Txt |
| City | VICTORIA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 779020400 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RALPH R GILSTER III | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 3615786271 | PhoneNum |
| Signature | 2022-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RALPH | PersonFirstNm |
| Person Last | GILSTER III | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EARL T FALES CPA | PreparerPersonNm |
| PTIN | P00145032 | PTIN |
| Phone | 3615786271 | 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 | $15,734,831 | 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 | $25,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $84 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $84 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $138,957 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $138,957 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $458,749 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,425,742 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $458,749 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $74,979 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $74,979 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $697,769 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $672,769 | 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 |
| Taxes Rev And Expnss | $19,111 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,757 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $61,067 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $61,017 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $80,178 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $71,774 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $677,780 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $677,780 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $757,958 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $71,774 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $677,780 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$60,189 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $600,995 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $633,745 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $604,218 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $604,218 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $63 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $1,924 | PrepaidExpensesBOYAmt |
| US Government Obligations BOY | $14,160 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,225,666 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,463,600 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,979,528 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $250,004 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $143,225 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $25,942 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,082 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,379 | LandBOYAmt |
| Land EOY | $2,860 | LandEOYAmt |
| Land EOYFMV | $7,860 | LandEOYFMVAmt |
| Total Assets BOY | $7,128,941 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,070,682 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,734,831 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,930 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,930 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,128,941 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,068,752 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,128,941 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,068,752 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,128,941 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,070,682 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,128,941 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$60,189 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,068,752 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,068,752 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| SECURITIES SETTLEMENT | P | $388 | $388 | $388 | |
| PUBLICLY TRADED SECURITIES | P | $1,425,354 | $458,361 | $458,361 | $966,993 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $458,749 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,354 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,354 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,354 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,424 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,424 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,930 | TaxDueAmt |
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 | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3615786271 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 400 | AddressLine1Txt |
| City | VICTORIA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 779020400 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| D H BRAMAN III | ||||||||
| P O BOX 400 | VICTORIA | TX | 779020400 | VP/TRUSTEE | 0.00 | $0 | $0 | $0 |
| LOUISE O'CONNOR | ||||||||
| P O BOX 400 | VICTORIA | TX | 779020400 | VP/TRUSTEE | 0.00 | $0 | $0 | $0 |
| KATHRYN COUNTS | ||||||||
| P O BOX 400 | VICTORIA | TX | 779020400 | VP/TRUSTEE | 0.00 | $0 | $0 | $0 |
| VENABLE PROCTOR | ||||||||
| P O BOX 400 | VICTORIA | TX | 779020400 | SECRETARY | 0.00 | $0 | $0 | $0 |
| RALPH R GILSTER III | ||||||||
| P O BOX 400 | VICTORIA | TX | 779020400 | PRESIDENT/TREASURER/TRUSTE | 0.00 | $0 | $0 | $0 |
| JUNIE G MESKEY | ||||||||
| P O BOX 400 | VICTORIA | TX | 779020400 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| KATHRYN C DUNNAM | ||||||||
| P O BOX 400 | VICTORIA | TX | 779020400 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| VIRGINIA D LEBERMANN | ||||||||
| P O BOX 400 | VICTORIA | TX | 779020400 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| BLAND PROCTOR | ||||||||
| P O BOX 400 | VICTORIA | TX | 779020400 | SECRETARY/ASSISTANT SECRETARY | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,011,319 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,156,051 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $96,167 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,263,537 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,263,537 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $677,780 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,585,757 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $679,288 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $679,288 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,354 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,354 | TotalTaxAmt |
| Distributable Before Adj | $670,934 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $670,934 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $670,934 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $677,780 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $677,780 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $670,934 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $7,921 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $7,921 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $677,780 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $25,000 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $652,780 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $7,921 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $7,921 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $25,000 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $10,233 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $25,000 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BLAND PROCTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 400 | AddressLine1Txt |
| City | VICTORIA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 779020400 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3615786271 | RecipientPhoneNum |
| Form And Info And Materials | REQUESTS SHOULD BE IN WRITING, INCLUDING A RESUME OF ACTIVITIES, AND A SPECIFIC DOLLAR REQUEST. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GENERALLY LIMITED TO CHARITABLE, RELIGIOUS AND EDUCATIONAL ORGANIZATIONS IN REFUGIO AND VICTORIA COUNTIES, TEXAS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AFFECTIONATE ARMS | ||||||
| P O BOX 7604 | VICTORIA | TX | 77903 | PC | OPERATIONAL SUPPORT | $15,000 |
| BILLY T CATTAN RECOVERY OUTREACH INC | ||||||
| 802 E CRESTWOOD | VICTORIA | TX | 77901 | PC | OPERATIONAL SUPPORT | $5,000 |
| BOYS & GIRLS CLUB OF REFUGIO COUNTY | ||||||
| P O BOX 56 | REFUGIO | TX | 78377 | PC | SUPPORT FOR TRIPLE PLAY PROGRAM | $25,000 |
| BOYS & GIRLS CLUB OF VICTORIA INC | ||||||
| P O BOX 2565 | VICTORIA | TX | 77902 | PC | ENHANCEMENT OF YOUTH PROGRAM SERVICES | $25,000 |
| CHILDREN'S DISCOVERY MUSEUM INC | ||||||
| P O BOX 3781 | VICTORIA | TX | 77903 | PC | OPERATIONAL SUPPORT | $2,500 |
| CHRIST'S KITCHEN | ||||||
| P O BOX 3391 | VICTORIA | TX | 77903 | PC | OPERATIONAL SUPPORT | $32,500 |
| CITY OF GOLIAD VOLUNTEER FIRE DEPARTMENT | ||||||
| P O BOX 939 | GOLIAD | TX | 77963 | GOV | OPERATIONAL SUPPORT | $5,000 |
| COMMUNITY ACTION COMMITTEE OF VICTORIA TEXAS | ||||||
| P O BOX 3607 | VICTORIA | TX | 77903 | PC | SUPPORT OF MEAL DELIVERY PROGRAMS | $20,000 |
| COUNTY OF GOLIAD | ||||||
| P O BOX 1025 | GOLIAD | TX | 77963 | GOV | FUNDING OF SALARY AND BENEFITS FOR A PROFESSIONAL CURATOR | $10,000 |
| CROSSROADS BUSINESS EDUCATION CONNECTION | ||||||
| PO 4728 | VICTORIA | TX | 77903 | PC | SUPPORT PROGRAMS DESIGNED TO ASSIST STUDENTS' SUCCESS IN THE WORKFORCE AND LIFE. | $5,000 |
| DONUM DEI DBA THE RIDING THERAPY CENTER OF VICTORIA | ||||||
| P O BOX 462 | NURSERY | TX | 77976 | PC | OPERATIONAL SUPPORT AND SCHOLARSHIPS | $12,000 |
| DOROTHY O'CONNOR PET ADOPTION CENTER | ||||||
| P O BOX 400 | VICTORIA | TX | 779020400 | POF | OPERATIONAL SUPPORT | $10,000 |
| ENCOUNTER COMMUNITY OUTREACH INC DBA VICTORY CHRISTIAN LIFE CENTER | ||||||
| 1604 E CRESTWOOD DRIVE | VICTORIA | TX | 77901 | PC | FOOD PANTRY OPERATIONAL SUPPORT | $5,000 |
| FOOD BANK OF THE GOLDEN CRESCENT | ||||||
| P O BOX 5085 | VICTORIA | TX | 77903 | PC | OPERATIONAL SUPPORT | $30,000 |
| FOSTER PARENTS OF VICTORIA INC | ||||||
| P O BOX 1593 | VICTORIA | TX | 77902 | PC | OPERATIONAL SUPPORT | $12,000 |
| GOLDEN CRESCENT CASA INC | ||||||
| P O BOX 1627 | VICTORIA | TX | 779021627 | PC | OPERATIONAL SUPPORT | $40,000 |
| GOLDEN CRESCENT HABITAT FOR HUMANITY | ||||||
| P O BOX 1357 | VICTORIA | TX | 77902 | PC | OPERATIONAL SUPPORT | $2,500 |
| GOLIAD COUNTY SENIOR CITIZENS INC | ||||||
| P O BOX 1357 | GOLIAD | TX | 779631357 | PC | OPERATIONAL SUPPORT | $17,500 |
| GULF BEND MENTAL HEALTH MENTAL RETARDATION CENTER | ||||||
| 6502 NURSERY DRIVE SUITE 100 | VICTORIA | TX | 77904 | PC | OPERATIONAL SUPPORT | $15,000 |
| JOY MINISTRIES OUTREACH INC | ||||||
| 1106 W HOUSTON ROAD | REFUGIO | TX | 78377 | PC | OPERATIONAL SUPPORT | $2,500 |
| LIFE AT ITS BEST FOUNDATION INC DBA HOUSE OF PALMS | ||||||
| PO BOX 4886 | VICTORIA | TX | 77903 | PC | OPERATIONAL SUPPORT | $2,500 |
| MID-COAST FAMILY SERVICES | ||||||
| 120 S MAIN SUITE 175 | VICTORIA | TX | 77901 | PC | OPERATIONAL SUPPORT | $42,500 |
| NAZARETH ACADEMY | ||||||
| 206 WEST CONVENT | VICTORIA | TX | 77901 | PC | OPERATIONAL SUPPORT AND BUY-A-BRICK PROGAM FOR SCHOOL PLAYGROUND | $10,200 |
| OUR LADY OF GUADALUPE CHURCH | ||||||
| P O DRAWER I | TIVOLI | TX | 77990 | PC | OPERATIONAL SUPPORT | $12,000 |
| OUR LADY OF VICTORY SCHOOL | ||||||
| 1311 E MESQUITE LANE | VICTORIA | TX | 77901 | PC | OPERATIONAL SUPPORT | $7,000 |
| PAPPY'S ANIMAL RESCUE | ||||||
| 290 FAIRGROUND ROAD | REFUGIO | TX | 78377 | PC | PROVIDE SUPPORT TO BUILD CLIMATE CONTROLLED FACILITIES | $1,000 |
| PERPETUAL HELP HOME INC | ||||||
| P O BOX 276 | VICTORIA | TX | 77902 | PC | OPERATIONAL SUPPORT | $12,000 |
| PROMISE POINTE INC | ||||||
| P O BOX 2293 | VICTORIA | TX | 77902 | PC | PROVIDE SUPPORT FOR EXPANISION OF AN ADDITIONAL FACILITY FOR MORE RESIDENTS | $12,500 |
| QUAIL CREEK VOLUNTEER FIRE DEPARTMENT | ||||||
| 515 CHUKAR DRIVE | VICTORIA | TX | 77905 | PC | OPERATIONAL SUPPORT | $5,000 |
| RAISIN VOLUNTEER FIRE DEPARTMENT | ||||||
| 10842 US HIGHWAY 59 SOUTH | VICTORIA | TX | 77905 | PC | OPERATIONAL SUPPORT | $5,000 |
| REFUGIO COUNTY ELDERLY SERVICES | ||||||
| P O BOX 193 | REFUGIO | TX | 78377 | GOV | OPERATIONAL SUPPORT | $30,000 |
| REFUGIO COUNTY MEMORIAL HOSPITAL DISTRICT | ||||||
| 107 SWIFT STREET | REFUGIO | TX | 78377 | GOV | OPERATIONAL SUPPORT | $10,000 |
| REFUGIO VOLUNTEER FIRE DEPARTMENT | ||||||
| P O BOX 398 | REFUGIO | TX | 78377 | PC | OPERATIONAL SUPPORT | $5,000 |
| SPECIAL OLYMPICS TEXAS INC | ||||||
| 623 POWER ST SUITE A | CORPUS CHRISTI | TX | 78401 | PC | OPERATIONAL SUPPORT | $5,000 |
| ST DENNIS CHURCH | ||||||
| P O DRAWER I | TIVOLI | TX | 77990 | PC | OPERATIONAL SUPPORT | $61,580 |
| ST JOSEPH HIGH SCHOOL | ||||||
| 110 E RED RIVER STREET | VICTORIA | TX | 77901 | PC | SUPPORT FOR OPERATION AND GRANT PROGRAM | $8,000 |
| ST THERESE CATHOLIC CHURCH | ||||||
| P O BOX 1076 | WOODSBORO | TX | 78393 | PC | OPERATIONAL SUPPORT | $500 |
| THE PRESIDIO LA BAHIA FOUNDATION | ||||||
| PO BOX 57 | GOLIAD | TX | 77963 | PC | OPERATIONAL SUPPORT | $40,000 |
| THE VINE SCHOOL | ||||||
| 2911 D AZALEA STREET | VICTORIA | TX | 77901 | PC | OPERATIONAL SUPPORT | $7,000 |
| TIVOLI VOLUNTEER FIRE DEPARTMENT COUNTY OF REFUGIO | ||||||
| 808 COMMERCE ROOM 107 | REFUGIO | TX | 78377 | GOV | OPERATIONAL SUPPORT | $5,000 |
| TRINITY EPISCOPAL SCHOOL | ||||||
| 1504 N MOODY | VICTORIA | TX | 77901 | PC | OPERATIONAL SUPPORT | $7,000 |
| VICTORIA CHRISTIAN ASSISTANCE MINISTRY | ||||||
| P O BOX 1786 | VICTORIA | TX | 77902 | PC | OPERATIONAL SUPPORT | $20,000 |
| VICTORIA INDEPENDENT SCHOOL DISTRICT | ||||||
| P O BOX 1759 | VICTORIA | TX | 77902 | GOV | OPERATIONAL SUPPORT FOR KIDZ CONNECTION | $20,000 |
| VICTORIA PRESERVATION INC | ||||||
| P O BOX 1486 | VICTORIA | TX | 77902 | PC | UNDERWRITING COSTS OF PUBLISHING BOOK ON HISTORIC HOMES OF VICTORIA, TX, VOLUME II | $5,000 |
| VICTORIA SENIOR CITIZENS CENTER INC | ||||||
| P O BOX 1433 | VICTORIA | TX | 779021433 | PC | OPERATIONAL SUPPORT | $42,500 |
| YMCA OF THE GOLDEN CRESCENT INC | ||||||
| 1806 N NIMITZ | VICTORIA | TX | 77901 | PC | OPERATIONAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $677,780 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $84 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $138,957 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $74,979 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $458,749 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $672,769 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $672,769 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | 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 |
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNOR FAMILY CEMETERY ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(13) | OrganizationTypeDesc |
| Relationship Description | COMMON CONTROL EXISTS SINCE TWO OF THE FOUR CEMETERY ASSOCIATION OFFICERS ALSO SERVE AS OFFICERS/TRUSTEES OF THE KATHRYN O'CONNOR FOUNDATION. | RelationshipDescriptionTxt |
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 | O'CONNOR & HEWITT FOUNDATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 400 | AddressLine1Txt |
| City | VICTORIA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | FOR INVESTMENT MANAGEMENT PURPOSES, THE FOUNDATION KEEPS CASH ON HAND IN AN AMOUNT EQUAL TO CURRENT YEAR ANTICIPATED DISTRIBUTIONS PLUS ANTICIPATED ADMINISTRATIVE EXPENSES. THE AMOUNT REPORTED ON LINE 4, PART IX IS EQUAL TO THE LESSER OF THE TOTAL OF THOSE ITEMS OR THE FOUNDATION'S ACTUAL AVERAGE ANNUAL BALANCE OF CASH AND CASH EQUIVALENTS. | ShortExplanationTxt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION ELECTS TO TREAT $25,000 AS A DISTRIBUTION OUT OF CORPUS RELATED TO THE CONTRIBUTION RECEIVED IN THE CURRENT YEAR FROM THE O'CONNOR AND HEWITT FOUNDATION (EIN #74-2527227). | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC IRELAND - COST | $54,041 | $829,100 |
| ALPHABET INC - COST | $487,006 | $1,302,115 |
| ARISTA NETWORKS INC - COST | $322,636 | $915,400 |
| BERKSHIRE HATAHWAY INC - COST | $655,241 | $1,345,500 |
| BROOKFIELD ASSET MGMT INC - AMORT COST | $465,277 | $1,049,948 |
| BROWN FOREMAN CORP - COST | $206,548 | $318,908 |
| DOLLAR GENERAL - COST | $37,065 | $93,153 |
| META PLATFORMS INC - COST | $544,760 | $1,026,204 |
| JOHNSON & JOHNSON - COST | $408,953 | $516,460 |
| MARKEL CP - COST | $350,122 | $524,450 |
| MASTERCARD INC - COST | $61,790 | $251,524 |
| MICROSOFT CORP - COST | $95,721 | $1,248,420 |
| NIKE INC - COST | $141,799 | $433,342 |
| NXP SEMICONDUCTOR NV - COST | $59,356 | $136,668 |
| QUALCOMM INC - COST | $215,111 | $619,929 |
| ROSS STORES INC - COST | $250,720 | $396,437 |
| STARBUCKS CORP - COST | $236,220 | $531,629 |
| SYNCHRONY FINL - COST | $205,485 | $637,631 |
| UNION PACIFIC CORP - COST | $229,048 | $579,439 |
| VISA INC - COST | $361,117 | $436,021 |
| UNILEVER PLC ADR - COST | $146,754 | $449,523 |
| AUTOZONE INC - COST | $456,122 | $849,038 |
| LOCKHEED MARTIN CORP | $472,708 | $488,689 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OIL & GAS ROYALTY INTERESTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $4 | BookValueAmt |
| EOYFMV | $143,225 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| 2010 CHEVY SILVERADO PICKUP | $20,743 | $20,743 | $0 | $5,000 |
| LAWNMOWER | $5,199 | $2,339 | $2,860 | $2,860 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSE - FEES | $61,017 | $61,017 | $0 |
| BANK CHARGES | $50 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OIL & GAS ROYALTY | Desc |
| Revenue And Expenses Per Books | $74,979 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $74,979 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $74,979 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,930 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AD VALOREM TAXES | $4,930 | $4,930 | $0 |
| OIL & GAS PRODUCTION TAXES | $3,366 | $3,366 | $0 |
| FOREIGN INVESTMENT TAXES | $2,461 | $2,461 | $0 |
| EXCISE TAX | $8,354 | $0 | $0 |