HERMAN & PATSY SMITH: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HERMAN & PATSY SMITH (EIN 75-2610418)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-18
- IRS object ID
- 202031709349100408
- Schema version
- 2019v5.1
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-18T10:11:50-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 DALLAS PARKWAY STE 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 | 2019-01-01 | 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 | 2020-06-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANA COSCIA | PreparerPersonNm |
| PTIN | P00989320 | PTIN |
| Phone | 9727480300 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $4,235,566 | 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 | $540 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $540 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $97,360 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $97,360 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $80,585 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,471,749 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $80,585 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,596 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,596 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $182,081 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $182,081 | 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 |
| Accounting Fees Rev And Expnss | $2,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $840 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,260 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,421 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,421 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $558 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $558 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,079 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,819 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,260 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $182,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $182,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $189,779 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,819 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $183,960 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,698 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $176,262 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,688 | CashBOYAmt |
| Cash EOY | $2,293 | CashEOYAmt |
| Cash EOYFMV | $2,293 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,795,347 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,269,824 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,269,824 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $579,583 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,100,504 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,962,150 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,299 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,299 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,381,618 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,373,920 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,235,566 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,381,618 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,373,920 | 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 | $4,381,618 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,373,920 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,381,618 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,373,920 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,381,618 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,698 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,373,920 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,373,920 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 500 SHARES AIMT | 2019-06-26 | 2019-11-04 | $14,535 | $9,771 | $4,764 | $4,764 | |
| 250 SHARES WBA | 2019-05-31 | 2019-11-08 | $14,870 | $12,503 | $2,367 | $2,367 | |
| 450 SHARES JWN | 2019-07-10 | 2019-12-18 | $18,216 | $13,740 | $4,476 | $4,476 | |
| 650 SHARES JWN | 2019-07-10 | 2019-10-11 | $22,867 | $19,847 | $3,020 | $3,020 | |
| 300 SHARES ICPT | 2019-04-12 | 2019-12-09 | $33,171 | $28,317 | $4,854 | $4,854 | |
| 900 SHARES QCOM | 2019-01-23 | 2019-11-08 | $79,063 | $47,811 | $31,252 | $31,252 | |
| 3000 SHARES CMC | 2019-04-09 | 2019-05-13 | $48,129 | $52,655 | -$4,526 | -$4,526 | |
| 400 SHARES CBRL | 2019-03-12 | 2019-04-29 | $68,594 | $61,822 | $6,772 | $6,772 | |
| 3750 SHARES SH | 2019-01-29 | 2019-02-12 | $107,509 | $111,517 | -$4,008 | -$4,008 | |
| 2500 SHARES HFC | 2019-05-02 | 2019-07-29 | $123,970 | $116,205 | $7,765 | $7,765 | |
| 2000 SHARES ABBV | 2019-06-25 | 2019-07-08 | $145,616 | $132,825 | $12,791 | $12,791 | |
| 12690.355 SHARES FSELX | 2019-12-05 | 2019-12-31 | $158,883 | $150,000 | $8,883 | $8,883 | |
| 10438.413 SHARES FSCSX | 2019-01-01 | 2019-12-31 | $206,889 | $200,000 | $6,889 | $6,889 | |
| 7500 SHARES SH | 2019-01-04 | 2019-02-12 | $215,019 | $236,630 | -$21,611 | -$21,611 | |
| 8000 SHARES SPXU | 2019-03-13 | 2019-03-20 | $250,877 | $258,084 | -$7,207 | -$7,207 | |
| 7911.392 SHARES PRDGX | 2019-07-30 | 2019-08-05 | $381,833 | $400,000 | -$18,167 | -$18,167 | |
| 1000 SHARES PRDGX | 2019-01-01 | 2019-12-31 | $533,200 | $506,155 | $27,045 | $27,045 | |
| 332.193 SHARES FSCSX | 2019-12-20 | 2019-12-31 | $6,386 | $6,399 | -$13 | -$13 | |
| 418.954 SHARES FSELX | 2019-12-20 | 2019-12-31 | $5,245 | $5,241 | $4 | $4 | |
| WHITING USA TR II TRUNIT | 2012-03-27 | 2019-11-29 | $21,642 | $21,642 | $0 | $0 | |
| EXPIRED OPT- FIDELITY | 2019-10-11 | 2019-11-11 | $398 | $398 | $398 | P | |
| CAPITAL GAINS DIVIDENDS | $14,837 | $14,837 | $14,837 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $80,585 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $65,748 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $180,385 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,919,257 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046025 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $177,340 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,778,302 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046936 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $199,766 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,481,188 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057384 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $236,413 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,944,954 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059928 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $236,990 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,871,472 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048649 | DistributionYr5Rt |
| Total Distribution | 0.258922 | TotalDistributionRt |
| Average Distribution | 0.051784 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,987,064 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $206,466 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,763 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $208,229 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $183,960 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,525 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,525 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,525 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,525 | 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 | 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 | $1,655,442 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,392,339 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,047,781 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,047,781 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $60,717 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,987,064 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $199,353 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $199,353 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,525 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,525 | TotalTaxAmt |
| Distributable Before Adj | $195,828 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $195,828 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $195,828 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $183,960 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $183,960 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $183,960 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $195,828 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $180,446 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $183,960 | QualifyingDistributionsAmt |
| Applied To Year1 | $180,446 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,514 | 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 | $192,314 | 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 | |
| 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 | $5,000 | |
| 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 | |
| RICHLAND HILLS BAPTIST CHURCH | |||||||
| 6852 BAKER BLVD | RICHLAND HILLS | TX | 76118 | PC | IN MOMORY - LOLA MAY GULLEY | $200 | |
| TEAXAS BAPTIST MEN | |||||||
| 5351 CATRON | DALLAS | TX | 75227 | PC | DISASTER RELIEF/MISSIONS | $5,000 | |
| TEXAS BUILDERS FOUNDATION | |||||||
| 313 EAST 12TH ST SUITE 210 | AUSTIN | TX | 78701 | PC | SCHOLARSHIP ENDOWMENT | $5,000 | |
| 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 | |
| ANTIOCH MINISTRIES INTERNATIONAL | |||||||
| 505 M 20TH ST | WACO | TX | 76707 | PC | MINISTRY | $500 | |
| UT SOUTHWESTERN MEDICAL CENTER | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | PC | REDUCTION OF DISEASE/ILLNESS | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $182,700 | 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 | $540 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $97,360 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 211110 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,596 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 19 | ExclusionCd |
| Exclusion | $80,585 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $3,596 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $178,485 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $182,081 | 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 | $2,100 | Amt |
| Net Investment Income | $840 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,260 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $3,100,504 | EOYBookValueAmt |
| EOYFMV | $2,962,150 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GP RECEIVABLE | $0 | $1,203 | $1,203 |
| DIVIDEND RECEIVABLE | $0 | $96 | $96 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $558 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $558 | 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 | $3,596 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,596 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $25 | $25 | $0 | $0 |
| FED INCOME TAX | $4,396 | $4,396 | $0 | $0 |
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