HERMAN & PATSY SMITH: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HERMAN & PATSY SMITH (EIN 75-2610418)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-09
- IRS object ID
- 202101609349100005
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-09T09:09:33-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 DALLAS PARKWAY SUITE 300 | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752610418 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERMAN & PATSY SMITH | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERM | BusinessNameControlTxt |
| Phone | 8175404942 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 CHEEK SPARGER RD 180 | AddressLine1Txt |
| City | BEDFORD | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 760213058 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATSY R SMITH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8175404942 | PhoneNum |
| Signature | 2021-06-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PATSY | PersonFirstNm |
| Person Last | SMITH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANA COSCIA | PreparerPersonNm |
| PTIN | P00989320 | PTIN |
| Phone | 9727480300 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $3,695,409 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $406 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $406 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $82,507 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $82,507 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$528,737 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,124,692 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,812 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,812 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | -$441,012 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $87,725 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,400 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,400 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,050 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,575 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,220 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $139 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $139 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,384 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,589 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,575 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $193,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $193,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $204,884 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,589 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $195,075 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$645,896 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $85,136 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,293 | CashBOYAmt |
| Cash EOY | $5,208 | CashEOYAmt |
| Cash EOYFMV | $5,208 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,269,824 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,158,951 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,158,951 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,100,504 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,562,662 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,530,047 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,299 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,203 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,203 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,373,920 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,728,024 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,695,409 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,373,920 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,728,024 | 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 | $4,373,920 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,728,024 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,373,920 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,728,024 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,373,920 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$645,896 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,728,024 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,728,024 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (66 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 400 SHARES AIMT | 2020-02-04 | 2020-08-31 | $13,684 | $11,908 | $1,776 | $1,776 | |
| 1200 SHARES AAL | 2020-02-27 | 2020-04-06 | $11,406 | $25,404 | -$13,998 | -$13,998 | |
| 100 SHARES BIDU | 2019-06-20 | 2020-01-13 | $14,334 | $11,812 | $2,522 | $2,522 | |
| 100 SHARES BIDU | 2019-06-20 | 2020-01-27 | $12,169 | $11,812 | $357 | $357 | |
| 150 SHARES BA | 2019-12-03 | 2020-01-22 | $46,263 | $52,500 | -$6,237 | -$6,237 | |
| 2000 SHARES BMY | 2020-08-10 | 2020-09-03 | $119,925 | $122,130 | -$2,205 | -$2,205 | |
| 300 SHARES AVGO | 2020-02-25 | 2020-04-06 | $74,536 | $84,450 | -$9,914 | -$9,914 | |
| 2500 SHARES CCL | 2019-07-22 | 2020-04-06 | $26,249 | $112,205 | -$85,956 | -$85,956 | |
| 2000 SHARES CCL | 2019-10-08 | 2020-04-06 | $21,000 | $80,065 | -$59,065 | -$59,065 | |
| 250 SHARES CRWD | 2020-01-03 | 2020-02-18 | $16,412 | $12,634 | $3,778 | $3,778 | |
| 750 SHARES CRWD | 2020-01-03 | 2020-04-07 | $45,048 | $37,902 | $7,146 | $7,146 | |
| 1200 SHARES SPXL | 2020-02-27 | 2020-03-04 | $67,588 | $66,372 | $1,216 | $1,216 | |
| 450 SHARES DG | 2020-11-10 | 2020-12-14 | $93,135 | $94,707 | -$1,572 | -$1,572 | |
| 75 SHARES DG | 2020-12-03 | 2020-12-14 | $15,523 | $16,082 | -$559 | -$559 | |
| 125 SHARES DPZ | 2020-10-08 | 2020-11-02 | $47,075 | $50,485 | -$3,410 | -$3,410 | |
| 1500 SHARES DT | 2020-09-01 | 2020-09-02 | $68,730 | $69,758 | -$1,028 | -$1,028 | |
| 1300 SHARES ESTC | 2020-02-25 | 2020-04-28 | $79,726 | $86,879 | -$7,153 | -$7,153 | |
| 1000 SHARES XOM | 2020-02-27 | 2020-05-18 | $45,500 | $49,950 | -$4,450 | -$4,450 | |
| 1000 SHARES ITCI | 2020-02-25 | 2020-02-27 | $20,969 | $22,480 | -$1,511 | -$1,511 | |
| 2000 SHARES PICK | 2019-12-11 | 2020-01-21 | $59,448 | $59,080 | $368 | $368 | |
| 1000 SHARES KHC | 2020-01-30 | 2020-09-10 | $32,043 | $29,430 | $2,613 | $2,613 | |
| 1000 SHARES KHC | 2020-07-27 | 2020-09-10 | $32,043 | $34,655 | -$2,612 | -$2,612 | |
| 300 SHARES LYB | 2020-01-23 | 2020-09-22 | $21,945 | $25,455 | -$3,510 | -$3,510 | |
| 400 SHARES JWN | 2019-07-10 | 2020-04-07 | $7,792 | $12,213 | -$4,421 | -$4,421 | |
| 500 SHARES JWN | 2019-08-12 | 2020-04-07 | $9,740 | $14,505 | -$4,765 | -$4,765 | |
| 1000 SHARES PS | 2019-12-30 | 2020-01-14 | $18,860 | $16,400 | $2,460 | $2,460 | |
| 500 SHARES PS | 2019-12-30 | 2020-02-12 | $10,375 | $8,200 | $2,175 | $2,175 | |
| 1500 SHARES PS | 2019-12-30 | 2020-04-07 | $17,310 | $24,600 | -$7,290 | -$7,290 | |
| 1200 SHARES QLD | 2020-02-27 | 2020-03-04 | $148,016 | $142,443 | $5,573 | $5,573 | |
| 3000 SHARES QLD | 2020-10-01 | 2020-10-19 | $283,974 | $283,124 | $850 | $850 | |
| 3246 SHARES RUBI | 2019-10-17 | 2020-04-28 | $21,817 | $22,420 | -$603 | -$603 | |
| 2000 SHARES SIX | 2020-01-10 | 2020-01-15 | $72,576 | $70,641 | $1,935 | $1,935 | |
| 400 SHARES WORK | 2020-02-11 | 2020-02-14 | $11,288 | $9,780 | $1,508 | $1,508 | |
| 800 SHARES WORK | 2020-02-11 | 2020-03-10 | $19,411 | $19,560 | -$149 | -$149 | |
| 1000 SHARES GLD | 2019-04-16 | 2020-01-29 | $148,347 | $120,475 | $27,872 | $27,872 | |
| 300 SHARES GLD | 2019-06-03 | 2020-03-16 | $41,243 | $37,364 | $3,879 | $3,879 | |
| 700 SHARES GLD | 2019-06-04 | 2020-03-16 | $96,234 | $87,624 | $8,610 | $8,610 | |
| 1000 SHARES GLD | 2019-07-01 | 2020-03-16 | $137,485 | $131,555 | $5,930 | $5,930 | |
| 600 SHARES GLD | 2019-07-25 | 2020-03-16 | $82,504 | $79,937 | $2,567 | $2,567 | |
| 400 SHARES GLD | 2019-12-11 | 2020-03-16 | $55,007 | $55,368 | -$361 | -$361 | |
| 9762.861 SHARES PRDGX | 2019-11-04 | 2020-09-03 | $534,224 | $494,152 | $40,072 | $40,072 | |
| 181.345 SHARES PRDGX | 2019-12-12 | 2020-09-03 | $9,923 | $9,179 | $744 | $744 | |
| 32.727 SHARES PRDGX | 2020-03-30 | 2020-09-03 | $1,791 | $1,392 | $399 | $399 | |
| 32.792 SHARES PRDGX | 2020-06-26 | 2020-09-03 | $1,794 | $1,596 | $198 | $198 | |
| 1000 SHARES TPR | 2019-05-24 | 2020-04-07 | $14,387 | $29,585 | -$15,198 | -$15,198 | |
| 1000 SHARES TLRA | 2019-10-17 | 2020-01-13 | $11,237 | $7,471 | $3,766 | $3,766 | |
| 2000 SHARES AIMT | 2019-06-26 | 2020-08-31 | $68,419 | $39,084 | $29,335 | $29,335 | |
| 3000 SHARES CLDR | 2019-03-14 | 2020-04-27 | $23,600 | $37,445 | -$13,845 | -$13,845 | |
| 800 SHARES CBRL | 2019-03-12 | 2020-06-02 | $85,698 | $123,643 | -$37,945 | -$37,945 | |
| 2000 SHARES KHC | 2019-04-22 | 2020-09-10 | $64,085 | $66,765 | -$2,680 | -$2,680 | |
| 300 SHARES LYB | 2019-04-05 | 2020-09-22 | $21,945 | $27,179 | -$5,234 | -$5,234 | |
| 3000 SHARES NOG | 2012-02-29 | 2020-05-12 | $2,603 | $72,998 | -$70,395 | -$70,395 | |
| 300 SHARES NOG | 2012-03-15 | 2020-05-12 | $260 | $6,617 | -$6,357 | -$6,357 | |
| 2200 SHARES NOG | 2012-05-04 | 2020-05-12 | $1,909 | $41,544 | -$39,635 | -$39,635 | |
| 750 SHARES NOG | 2012-07-11 | 2020-05-12 | $651 | $11,685 | -$11,034 | -$11,034 | |
| 325 SHARES NOG | 2013-01-24 | 2020-05-12 | $282 | $5,682 | -$5,400 | -$5,400 | |
| 3300 SHARES NOG | 2013-08-15 | 2020-05-12 | $2,863 | $39,212 | -$36,349 | -$36,349 | |
| 3225 SHARES NOG | 2014-03-11 | 2020-05-12 | $2,798 | $43,481 | -$40,683 | -$40,683 | |
| 900 SHARES NOG | 2014-03-19 | 2020-05-12 | $781 | $11,906 | -$11,125 | -$11,125 | |
| 1000 SHARES NOG | 2016-08-16 | 2020-05-12 | $868 | $3,718 | -$2,850 | -$2,850 | |
| 15000 SHARES NOG | 2016-08-17 | 2020-05-12 | $13,015 | $54,908 | -$41,893 | -$41,893 | |
| 350 SHARES QCOM | 2019-01-23 | 2020-07-30 | $35,846 | $18,593 | $17,253 | $17,253 | |
| 210 SHARES QCOM | 2019-01-23 | 2020-11-30 | $30,770 | $11,156 | $19,614 | $19,614 | |
| 7000 SHARES WHZT | 2012-03-27 | 2020-05-19 | $770 | $106,167 | -$105,397 | -$105,397 | |
| 5500 SHARES WHZT | 2012-05-03 | 2020-05-19 | $605 | $83,907 | -$83,302 | -$83,302 | |
| CAPITAL GAINS DIVIDENDS | $26,838 | $26,838 | $26,838 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$528,737 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$107,653 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,183 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,183 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,183 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,560 | 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 | $3,560 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,377 | OverpaymentAmt |
| Applied To ES Tax | $2,377 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | MADELYN IVEY | IndividualWithBooksNm |
| Phone | 8175404942 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 CHEEK SPARGER RD STE 180 | AddressLine1Txt |
| City | BEDFORD | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 760213058 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| PATSY R SMITH | ||||||||
| 3700 CHEEK SPARGER RD STE 180 | BEDFORD | TX | 760213058 | DIRECTOR/P/T | 1.00 | $0 | $0 | $0 |
| MADELYN B IVEY | ||||||||
| 3700 CHEEK SPARGER RD STE 180 | BEDFORD | TX | 760213058 | DIRECTOR/VP | 2.00 | $0 | $0 | $0 |
| LINDA L HAMILTON | ||||||||
| 3700 CHEEK SPARGER RD STE 180 | BEDFORD | TX | 760213058 | DIRECTOR | 1.00 | $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 | $2,245,903 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,428,351 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,674,254 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,674,254 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,114 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,619,140 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $180,957 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $180,957 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,183 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,183 | TotalTaxAmt |
| Distributable Before Adj | $179,774 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $179,774 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $179,774 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $195,075 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $195,075 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $195,075 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $179,774 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $192,314 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $195,075 | QualifyingDistributionsAmt |
| Applied To Year1 | $192,314 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,761 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $177,013 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PATSY R SMITH | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PATSY R SMITH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 CHEEK SPARGER RD STE 180 | AddressLine1Txt |
| City | BEDFORD | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 760213058 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8175404942 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION PACKET AVAILABLE UPON REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JUNE 1 OR NOVEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | EXEMPT ORGANIZATIONS UNDER IRC SECT. 501 (C) 3 ONLY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN BIBLE SOCIETY | |||||||
| 101 NORTH INDEPENDENCE MALL EAST | FL8 | PHILADELPHIA | PA | 19106 | PC | ARMED SERVICES MINISTRY. | $1,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| PO BOX 7851 | PHOENIX | AZ | 85062 | PC | REDUCTION OF HEART DISEASE/STROKE | $500 | |
| ANTIOCH MINISTRIES INTERNATIONAL | |||||||
| 505 M 20TH ST | WACO | TX | 76707 | PC | MINISTRY | $1,000 | |
| ARMS WIDE ADOPTION SERVICES | |||||||
| 6925 PORTWEST DRIVE SUITE 110 | HOUSTON | TX | 77024 | PC | CHILD SERVICES. | $5,000 | |
| BAYLOR UNIVERSITY | |||||||
| PO BOX 97026 | WACO | TX | 76798 | PC | PATSY SMITH WOMEN IN BUSINESS CHAIR | $10,000 | |
| DALLAS BAPTIST UNIVERSITY | |||||||
| 3000 MOUNTAIN CREEK PARKWAY | DALLAS | TX | 75211 | PC | PATSY SMITH SCHOLARSHIP FUND | $100,000 | |
| DENISON FORUM OF TRUTH AND CULTURE | |||||||
| 17304 PRESTON RD SUITE 1060 | DALLAS | TX | 75252 | PC | ONLINE MINISTRY | $1,000 | |
| EAST TEXAS BAPTIST UNIVERSITY | |||||||
| ONE TIGER DRIVE | MARSHALL | TX | 75670 | PC | HONOR OF BLAIR BLACKBURN | $25,000 | |
| HAWAII BAPTIST ACADEMY | |||||||
| 420 WYLLIE STREET | HONOLULU | HI | 96817 | PC | EDUCATION | $2,000 | |
| HOME BUILDERS INSTITUTE | |||||||
| 1201 15TH STREET NW | WASHINGTON | DC | 20005 | PC | FOR EXCELLENCE IN THE TRADES | $10,000 | |
| JEWS FOR JESUS | |||||||
| 60 HAIGHT STREET | SAN FRANSISCO | CA | 94102 | PC | OTHER | $500 | |
| TEAXAS BAPTIST MEN | |||||||
| 5351 CATRON | DALLAS | TX | 75227 | PC | DISASTER RELIEF/MISSIONS | $10,000 | |
| TEXAS BUILDERS FOUNDATION | |||||||
| 313 EAST 12TH ST SUITE 210 | AUSTIN | TX | 78701 | PC | SCHOLARSHIP ENDOWMENT | $5,000 | |
| UT SOUTHWESTERN MEDICAL CENTER | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | PC | REDUCTION OF DISEASE/ILLNESS | $10,000 | |
| WOODLAND HEIGHTS BAPTIST CHURCH | |||||||
| 3712 CENTRAL DR | BEDFORD | TX | 76021 | PC | ANNIE ARMSTRONG MISSIONS | $500 | |
| WOODLAND HEIGHTS BAPTIST CHURCH | |||||||
| 3712 CENTRAL DR | BEDFORD | TX | 76021 | PC | LOTTIE MOON CHRISTMAS OFFERING | $1,000 | |
| WOODLAND HEIGHTS BAPTIST CHURCH | |||||||
| 3712 CENTRAL DR | BEDFORD | TX | 76021 | PC | STAFF GIFTS | $1,000 | |
| WOODLAND HEIGHTS BAPTIST CHURCH | |||||||
| 3712 CENTRAL DR | BEDFORD | TX | 76021 | PC | DBU MATCHING SCHOLARSHIP | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $193,500 | 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 | $406 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $82,507 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 211110 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,812 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$528,737 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4,812 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$445,824 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$441,012 | 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 | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,625 | Amt |
| Net Investment Income | $1,050 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,575 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $2,562,662 | EOYBookValueAmt |
| EOYFMV | $2,530,047 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,400 | LegalFeesAmt |
| Net Investment Income | $1,400 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GP RECEIVABLE | $1,203 | $1,203 | $1,203 |
| DIVIDEND RECEIVABLE | $96 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $139 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $139 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GUARANTEED PAYMENTS | Desc |
| Revenue And Expenses Per Books | $4,812 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,812 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FED EXCISE TAX | CategoryTxt |
| Amt | $7,220 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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