RUSHING FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- RUSHING FAMILY FOUNDATION INC (EIN 75-2596401)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-02
- IRS object ID
- 202031849349101353
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-02T11:43:20-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 825390981 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENNETT BENNETT & TRICE PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6807 INDIANA AVE STE 200 | AddressLine1Txt |
| City | LUBBOCK | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 794136109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752596401 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUSHING FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUSH | BusinessNameControlTxt |
| Phone | 8067487310 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2737 82ND STREET | AddressLine1Txt |
| City | LUBBOCK | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79423 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DON RUSHING | PersonNm |
| Person Title | PRES | PersonTitleTxt |
| Phone | 8067487310 | PhoneNum |
| Signature | 2020-06-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRYAN C BENNETT CPA | PreparerPersonNm |
| PTIN | P00426599 | PTIN |
| Phone | 8065895111 | PhoneNum |
| Preparation | 2020-06-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $283,455 | 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 | $13,810 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,810 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $13,810 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $4,896 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,565 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,896 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $305,228 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $305,228 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $305,228 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $171,507 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,636,903 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,998,807 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,201 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,960,837 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $325,804 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $323,934 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,980 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,980 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,980 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $2,773 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $3,321 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,321 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $3,321 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $131,731 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $131,731 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $131,731 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $10 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $10 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $139,815 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $137,042 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $137,042 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $214,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $214,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $354,115 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $137,042 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $137,042 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $214,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,606,722 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $188,762 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $186,892 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,626 | CashBOYAmt |
| Cash EOY | $38,170 | CashEOYAmt |
| Cash EOYFMV | $38,170 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $539,623 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $245,285 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $245,285 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $180,560 | CorporateStockBOYAmt |
| Other Investments BOY | $1,163,132 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $56,275 | OtherInvestmentsEOYAmt |
| Land Bldg Equip Cost Or Other Bss | $5,843,273 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $217,054 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,370,429 | LandBOYAmt |
| Land EOY | $5,626,219 | LandEOYAmt |
| Total Assets BOY | $4,256,370 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,965,949 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $283,455 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,256,370 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,965,949 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,256,370 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,965,949 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,256,370 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,965,949 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,256,370 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,606,722 | ExcessRevenueOverExpensesAmt |
| Other Increases | $102,857 | OtherIncreasesAmt |
| Subtotal | $5,965,949 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,965,949 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,201 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $199,585 | AdjustedQlfyDistriYr1Amt |
| Adjusted Qlfy Distri Yr2 | $251,610 | AdjustedQlfyDistriYr2Amt |
| Adjusted Qlfy Distri Yr3 | $313,327 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,297,051 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.072917 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $305,220 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,314,804 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048334 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $189,760 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,320,289 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.030024 | DistributionYr5Rt |
| Total Distribution | 0.151275 | TotalDistributionRt |
| Average Distribution | 0.050425 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,888 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,888 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $214,300 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,888 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,888 | SubtotalAmt |
| Tax Based On Investment Income | $1,888 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $62 | EsPenaltyAmt |
| Tax Due | $1,950 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | DAWN@LUBBOCKLEASE.COM | WebsiteAddressTxt |
| Individual With Books | TED RUSHING | IndividualWithBooksNm |
| Phone | 8067487310 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2737 82ND STREET | AddressLine1Txt |
| City | LUBBOCK | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TED RUSHING | ||||||||
| 2737 82ND | LUBBOCK | TX | 794231429 | VICE PRES | 000.00 | $0 | $0 | $0 |
| DON RUSHING | ||||||||
| 2737 82ND | LUBBOCK | TX | 794231429 | PRES | 000.00 | $0 | $0 | $0 |
| ROSS RUSHING | ||||||||
| 2737 82ND | LUBBOCK | TX | 794231429 | SEC/TREAS | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | UNIVERSITY MEDICAL CENTER | Description1Txt |
| Description2 | ALL SAINTS | Description2Txt |
| Description3 | WOMENS PROTECTIVE SERVICES | Description3Txt |
| Description4 | YWCA | Description4Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $1,888 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,888 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $214,300 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $214,300 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,888 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $212,412 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $314,750 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $252,800 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $201,220 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $768,770 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $214,300 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $214,300 | RemainingDistriFromCorpusAmt |
| Total Corpus | $983,070 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $983,070 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $314,750 | ExcessFromYear3Amt |
| Excess From Year2 | $252,800 | ExcessFromYear2Amt |
| Excess From Year1 | $201,220 | ExcessFromYear1Amt |
| Excess From Current Year | $214,300 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RUSHING FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2737 82ND STREET | AddressLine1Txt |
| City | LUBBOCK | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8067487310 | RecipientPhoneNum |
| Form And Info And Materials | REQUEST BY LETTER INCLUDE CURRENT BUDGET MISSION STATEMENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | AUGUST 31ST | SubmissionDeadlinesTxt |
| Restrictions On Awards | BASED ON THE MERITS OF THE APPLICATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALL SAINTS | ||||||
| 3222 103RD ST | LUBBOCK | TX | 79409 | NONE | EDUCATION | $42,000 |
| AMERICAN DIABETES ASSN | ||||||
| 8008 SLIDE RD 12 | LUBBOCK | TX | 79424 | NONE | RESEARCH DIABETIS | $1,000 |
| ANGUS CHURCH OF THE NAZARINE | ||||||
| 103 BONITA PARK RD | ANGUS | NM | 88316 | NONE | RELIGIOUS | $10,000 |
| INTERIM FOUNDATION | ||||||
| 6923 INDIANA AVE 333 | LUBBOCK | TX | 79413 | NONE | LEADERSHIP | $2,000 |
| JUNIOR LEAGE OF LUBBOCK | ||||||
| 4205 84TH ST | LUBBOCK | TX | 79423 | NONE | CONTRIBUTION | $2,500 |
| LUBBOCK CHILDREN'S HEALTH CLINIC | ||||||
| 302 N UNIVERSITY AVE | LUBBOCK | TX | 79415 | NONE | HEALTHCARE | $5,000 |
| LUBBOCK PET ALLIANCE | ||||||
| 6611 NORFOLK AVE | LUBBOCK | TX | 79413 | NONE | PROVIDE CARE FOR RESCUED ANIMALS | $5,000 |
| MARCH OF DIMES | ||||||
| 2801 26TH STE 300 | LUBBOCK | TX | 79410 | NONE | BIRTH DEFECTS | $7,000 |
| MATADOR MOTLEY COUNTY FIRE DEPARTME | ||||||
| 100 EUBANK ST | MATADOR | TX | 79244 | NONE | FIRE DEPARTMENT | $10,000 |
| MONTEREY HIGH SCHOOL BOOSTER | ||||||
| 3211 47TH ST | LUBBOCK | TX | 79413 | NONE | EDUCATION | $1,000 |
| PECOS CANYON FIRE & RESCUE | ||||||
| PO BOX C-2 | TERRERO | NM | 87573 | NONE | FIRE FIGHTING | $1,000 |
| RED RAIDER CLUB | ||||||
| PO BOX 43031 | LUBBOCK | TX | 79409 | NONE | ATHLETIC PROGRAM | $10,800 |
| REINING STRENGTH THERAPEUTIC HORSEM | ||||||
| 7126 FARM TO MARKET 359 | RICHMOND | TX | 77406 | NONE | HORSE THERAPY | $4,000 |
| SOUTH PLAINS FOOD BANK | ||||||
| 5605 MLK JR BLVD | LUBBOCK | TX | 79404 | NONE | PROVIDE FOOD | $2,000 |
| SPENCER THEATER | ||||||
| 108 SPENCER RD | ALTO | NM | 88312 | NONE | PERFORMING ARTS | $1,000 |
| SUSAN G KOMEN FOR CURE | ||||||
| 7412 UNIVERITY AVE 2 | LUBBOCK | TX | 79423 | NONE | BREAST CANCER CURE | $7,500 |
| TEAM LUKE HOPE FOR MINDS | ||||||
| PO BOX 64323 | LUBBOCK | TX | 794644323 | NONE | CHILDREN WITH DISABILITIES | $2,500 |
| TEXAS TECH UNIVERSITY FOU | ||||||
| BOX 41081 | LUBBOCK | TX | 79409 | NONE | UNIVERSITY SCHOLARSHIPS | $35,000 |
| UMC FAMILY FOUNDATION | ||||||
| 602 INDIANA | LUBBOCK | TX | 79415 | NONE | MEDICAL | $60,000 |
| UPPER PECOS WATERSHED ASS | ||||||
| PO BOX 489 | PECOS | NM | 87552 | NONE | IMPROVE WATER PROGRAMS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $214,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $13,810 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,896 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $171,507 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,636,903 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,827,116 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,827,116 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYLESS,RADIOSHACK,SW CONV | CategoryTxt |
| Amt | $1,980 | Amt |
| Net Investment Income | $1,980 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,980 | AdjustedNetIncomeAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| 34TH STREET SOUTHLAND | 2000-12-31 | $45,265 | $20,940 | S/L | 39.0000 | $1,160 | $1,160 | $1,160 |
| WENDYS MILWAUKEE | 2017-12-07 | $2,410,486 | $64,383 | S/L | 39.0000 | $61,807 | $61,807 | $61,807 |
| COMMONS EAST TRACT D (PANERA) | 2019-03-19 | $3,387,521 | S/L | 39.0000 | $68,764 | $68,764 | $68,764 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 92,910 HILLTOP HOLDINGS | 1960-11 | PURCHASE | 2019-01 | $1,802,449 | $180,560 | $1,621,889 |
| PLAINS CAPITAL BANK | PURCHASE | $1,190,807 | $1,180,994 | $9,813 | ||
| NONDIVIDEND DISTRIBUTIONS | PURCHASE | $350 | $350 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | HILLTOP HOLDINGS INC | StockNm |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PLAINSCAPITAL WEALTH MANAGE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $56,275 | BookValueAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BUILDINGS | CategoryOrItemTxt |
| Cost Or Other Basis | $5,843,273 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $217,054 | AccumulatedDepreciationAmt |
| Book Value | $5,626,219 | BookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PAYLESS,RADIOSHACK,SW CONV | |||
| OTHER DEDUCTIONS | $10 | $10 | $10 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO CD BALANCES | Desc |
| Amt | $102,857 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIDUCIARY FEES | CategoryTxt |
| Amt | $2,773 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $3,321 | Amt |
| Net Investment Income | $3,321 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,321 | AdjustedNetIncomeAmt |
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