JES EDWARDS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JES EDWARDS FOUNDATION (EIN 51-0173260)
- Tax period
- 2019-08-01 to 2020-07-31
- Filed
- 2020-10-21
- IRS object ID
- 202002959349101005
- 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
- Schedule B
- Investments Govt Obligations Sch
- Investments Govt Obligations Sch
- Investments Govt Obligations Sch
- Investments Govt Obligations Sch
- Investments Govt Obligations Sch
- Investments Govt Obligations Sch
- Investments Govt Obligations Sch
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-21T14:18:55-05:00 | ReturnTs |
| Tax Period End | 2020-07-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510173260 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JES EDWARDS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % STACE SEWELL | InCareOfNm |
| Business Name Control | JESF | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 122297 | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76121 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STACE SEWELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8177376924 | PhoneNum |
| Signature | 2020-10-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BELINDA TALLEY CPA | PreparerPersonNm |
| PTIN | P00179179 | PTIN |
| Phone | 8177376924 | PhoneNum |
| Preparation | 2020-10-21 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.140.252.23 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 80192220202951215331 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-10-21 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 00C7FF3FA6297FBCFE72A67E5D19C1B042404946 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 00C7FF3FA6297FBCFE72A67E5D19C1B042404946 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,972,786 | 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 | $639,778 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $27,802 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,802 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $626,514 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $626,514 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $107,224 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $107,224 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $383,456 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $383,456 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,784,774 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,144,996 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $29 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $29 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $41,868 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $28,982 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $47,258 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $47,258 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $89,155 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $76,269 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $908,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $908,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $997,155 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $76,269 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $908,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $787,619 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,068,727 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,210,042 | CashBOYAmt |
| Cash EOY | $3,073,899 | CashEOYAmt |
| Cash EOYFMV | $3,073,899 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Prepaid Expenses BOY | $9,800 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $12,888 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $12,888 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $11,613,528 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $11,574,571 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $12,848,195 | USGovtObligationsEOYFMVAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $2,852,123 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,809,376 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,809,376 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $328,763 | OtherAssetsBOYAmt |
| Other Assets EOY | $328,763 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,228,428 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $17,014,256 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,799,497 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,972,786 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $6,378,855 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $6,486,079 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $10,635,401 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,313,418 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,014,256 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,799,497 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,014,256 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,799,497 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,014,256 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $787,619 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,801,875 | SubtotalAmt |
| Other Decreases | $2,378 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,799,497 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $107,224 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $910,714 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $18,625,049 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048897 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $858,203 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $18,444,659 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046529 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $829,266 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,508,342 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047364 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $827,425 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,905,018 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048946 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $795,400 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,308,166 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045955 | DistributionYr5Rt |
| Total Distribution | 0.237691 | TotalDistributionRt |
| Average Distribution | 0.047538 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $19,303,501 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $917,654 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,687 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $928,341 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $908,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,375 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,375 | SubtotalAmt |
| Tax Based On Investment Income | $21,375 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,379 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $21,379 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4 | OverpaymentAmt |
| Applied To ES Tax | $4 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELINDA TALLEY CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8177376924 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6461 WAVERLY WAY | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76116 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| STACE E SEWELL | ||||||
| PO BOX 797523 | DALLAS | TX | 75379 | PRESIDENT | 0.000 | $0 |
| SHERYL SEWELL | ||||||
| 4413 CUMBERLAND RD N | FORT WORTH | TX | 76116 | VICEPRESIDENT | 0.000 | $0 |
| BELINDA TALLEY | ||||||
| 316 RYAN AVE | BURLESON | TX | 76028 | SECRETARY | 0.000 | $0 |
| STAN SEWELL | ||||||
| 6459 WAVERLY WAY | FORT WORTH | TX | 76116 | TREASURER | 0.000 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,665,340 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,881,431 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,050,692 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,597,463 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $19,597,463 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $293,962 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,303,501 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $965,175 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $965,175 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,375 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,375 | TotalTaxAmt |
| Distributable Before Adj | $943,800 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $943,800 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $943,800 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $908,000 | ExpensesAndContributionsAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $908,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $908,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $943,800 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $807,085 | UndistributedIncomePYAmt |
| Qualifying Distributions | $908,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $807,085 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $100,915 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $842,885 | UndistributedIncomeCYAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAREEN E SCHMIDT REV TR | ContributingManagerNm |
| Contributing Manager | STACE SEWELL BELINDA | ContributingManagerNm |
| Contributing Manager | TALLEY CO-TRUSTEES | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MR STACE E SEWELL PRES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 122297 | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8177376924 | RecipientPhoneNum |
| Form And Info And Materials | Letterhistorybudgetfinance stmts amountpurpose of request | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | May 31 Annually | SubmissionDeadlinesTxt |
| Restrictions On Awards | No individuals or individual church | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||
| 3301 WEST FREEWAY | FORT WORTH | TX | 76107 | PC | NORTH TX RESEARCH INITIATIVE | $15,000 |
| APOLLO SUPPORT & RESCUE | ||||||
| 8553 N BEACH ST Ste 137 | KELLER | TX | 76244 | PC | MATCHING CAMPAIGN | $25,000 |
| ASSISTANCE DOGS OF THE WEST | ||||||
| PO BOX 31027 | SANTA FE | NM | 87594 | PC | WARRIOR CANINE CONNECTION PROGRAM | $27,500 |
| CAL FARLEY'S | ||||||
| PO BOX 1890 | AMARILLO | TX | 79174 | PC | BOYS GIRLS PROGRAMS | $25,000 |
| CAMP FIRE USA FIRST TEXAS COUNCIL | ||||||
| 2700 MEACHAM BLVD | FORT WORTH | TX | 76137 | PC | DIAMOND HILL STATION | $15,000 |
| FORT WORTH MUSEUM SCIENCE & HISTORY | ||||||
| 1600 GENDY STREET | FORT WORTH | TX | 76107 | PC | OPERATING EXPENSES | $30,000 |
| CASA OF TARRANT COUNTY INC | ||||||
| 101 SUMMIT AVE Ste 505 | FORT WORTH | TX | 76102 | PC | OPERATING EXPENESES | $35,000 |
| FORT WORTH TEEN COURT | ||||||
| 1000 THROCKMORTON | FORT WORTH | TX | 76102 | PC | OPERATING EXPENSES | $7,000 |
| JONATHAN'S PLACE | ||||||
| PO BOX 140085 | DALLAS | TX | 75214 | PC | TRANSITIONAL LIVING PROGRAM | $30,000 |
| UNBOUND | ||||||
| 5049 TRAIL LAKE DR Ste 105 | FORT WORTH | TX | 76133 | PC | MATCHING PROGRAM OPERATING EXPENSES | $40,000 |
| SAFEHAVEN OF TARRANT COUNTY | ||||||
| 1100 HEMPHILL ST Ste 303 | FORT WORTH | TX | 76104 | PC | SAFE SHELTER PROGRAM | $15,000 |
| FRIENDS OF THE JACKSBORO ANIMAL SHELTER | ||||||
| 227 E COLLEGE ST | JACKSBORO | TX | 76458 | PC | BUILDING CONSTRUCTION | $15,000 |
| CUISINE FOR HEALING | ||||||
| 1450 8TH AVE | FORT WORTH | TX | 76104 | PC | NUTRITUIONAL EDUCATION MEALS | $7,500 |
| THE SANTA FE OPERA | ||||||
| PO BOX 2408 | SANTA FE | NM | 87504 | PC | YOUNG VOICES YOUNG TECHNICIANS PROGRAMS | $15,000 |
| SINACA STUDIOS | ||||||
| 1013 W MAGNOLIA AVE | FORT WORTH | TX | 76104 | PC | VETERANS FIRST RESPONDERS PROGRAMS | $10,000 |
| CONCERNED CITIZENS OF JACK COUNTY | ||||||
| 400 EAST PINE STREET | JACKSBORO | TX | 76458 | PC | BUILDING NEEDS | $20,000 |
| THE INDEPENDENCE FUND | ||||||
| 6538 COLLINS AVE Ste 187 | MIAMI BEACH | FL | 33141 | PC | 2 TRACK CHAIRS TRAILERS | $32,000 |
| MHMR VISIONS | ||||||
| 3840 HULEN ST Ste 516 | FORT WORTH | TX | 76107 | PC | OUTDOOR EXPERIENTIAL CAMP | $40,000 |
| LIGHTHOUSE FOR THE BLIND OF FORT WORTH | ||||||
| 912 WEST BROADWAY | FORT WORTH | TX | 76104 | PC | REHAB ON THE ROAD OPERATING EXPENSES | $15,000 |
| MEALS ON WHEELS INC OF TARRANT CO | ||||||
| 320 SOUTH FREEWAY | FORT WORTH | TX | 76104 | PC | MEAL PROGRAM | $25,000 |
| MERCY SHIPS | ||||||
| PO BOX 2020 | LINDALE | TX | 75771 | PC | AFRICA MERCY MEDICAL WORK | $30,000 |
| THE SALVATION ARMY | ||||||
| 8787 N STEMMONS FRW Ste 800 | DALLAS | TX | 75247 | PC | MABEE SOCIAL SERVICE CENTER EMERGENCY SHELTER | $5,000 |
| MISSION INDIA | ||||||
| PO BOX 141312 | GRAND RAPIDS | MI | 49502 | PC | ADULT LITERACY CLASSES | $72,000 |
| PRISON ENTREPRENEURSHIP | ||||||
| PO BOX 926274 | HOUSTON | TX | 77292 | PC | PRISON ENTREPRENEURSHIP | $20,000 |
| UNT HEALTH SCIENCE CENTER FOUNDATION | ||||||
| 3500 CMAP BOWIE BLVD | FORT WORTH | TX | 76107 | GOV | RESEARCH PROJECT | $75,000 |
| RECOVERY RESOURCE COUNCIL | ||||||
| 2700 AIRPORT FREEWAY | FORT WORTH | TX | 76111 | PC | ENDURING FAMILIES VETERANS COUNSELING PROGRAMS | $40,000 |
| TEXAS BAPTIST MEN | ||||||
| 333 NORTH WASHINGTON | DALLAS | TX | 75246 | PC | DISASTER RELIEF PROGRAM | $70,000 |
| THE WARM PLACE | ||||||
| 809 LIPSCOMB STREET | FORT WORTH | TX | 76104 | PC | GRIEF SUPPORT GROUPS | $30,000 |
| FOR LOVE & ART | ||||||
| 4848 LEMMON AVE Ste 100-623 | DALLAS | TX | 75219 | PC | SENIOR THERAPEUTIC ART PROGRAM | $15,000 |
| CEDAR CREEK VETERANS FOUNDATION | ||||||
| PO BOX 489 | MABANK | TX | 75147 | PC | VETERAN SUPPORT SERVICES | $32,000 |
| SAMARITAN'S PURSE | ||||||
| PO BOX 3000 | BOONE | NC | 28607 | PC | OPERATION CHRISTMAS CHILD SHOEBOX PROGRAM | $10,000 |
| GLADYS JOHNSON RITCHIE PUBLIC LIBRARY | ||||||
| 626 W COLLEGE ST | JACKSBORO | TX | 76458 | PC | OPERATING EXPENSES | $15,000 |
| UP WITH DOWNS | ||||||
| PO BOX 4623 | TULSA | OK | 74159 | PC | CHURCH CONTRUCTION VOROENZA RUSSIA | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $908,000 | 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 | $27,802 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $626,514 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $383,456 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $107,224 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,144,996 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,144,996 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumberTxt |
| Relationship Statement | ALL REVENUE PRODUCES FUNDS FOR EXEMPT PURPOSES ONLY | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JAREEN E SCHMIDT IRREVOCABLE CLAT | ||||||
| 1 | PO BOX 122297 | FORT WORTH | TX | 76121 | $339,778 | Yes (X) |
| JAREEN E SCHMIDT REVOCABLE TRUST | ||||||
| 2 | PO BOX 122297 | FORT WORTH | TX | 76121 | $300,000 | Yes (X) |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,003 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $7,786 | USGovtObligationsEOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $227,595 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $227,595 | USGovtObligationsEOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $650,000 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $650,000 | USGovtObligationsEOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $100,000 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $100,000 | USGovtObligationsEOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $31,830 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $31,830 | USGovtObligationsEOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $55,560 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $55,560 | USGovtObligationsEOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $8,736,052 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $8,764,858 | USGovtObligationsEOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,771,531 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,010,566 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PARTNERSHIP AT BOOK VALUE | FMV | $2,809,376 | $2,809,376 |
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MINERAL PROPERTY | Desc |
| BOY Book Value | $328,763 | BOYBookValueAmt |
| EOY Book Value | $328,763 | EOYBookValueAmt |
| EOYFMV | $1,228,428 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DEDUCTIBLE EXP | Desc |
| Amt | $2,378 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN DIVIDEND FEES | $257 | $257 |
| BANK FEES | $15 | $15 |
| INVESTMENT MANAGEMENT FEES | $46,982 | $46,982 |
| CONTRIBUTION PER FORM 1065 K1 | $4 | $4 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| GROSS OIL GAS ROYALTIES | $327,179 | $327,179 |
| MADOFF VICTIM FUND | $40,827 | $40,827 |
| GMC SEC LIT | $77 | $77 |
| INCOME FROM PARTNERSHIPS | ||
| CRESTWOOD EQUITY | -$1,300 | -$1,300 |
| CZECH III SENIOR LOAN | $9,545 | $9,545 |
| ENTERPRISE PRODUCTS | $478 | $478 |
| NEW SOURCE BROADBAND | $6,178 | $6,178 |
| SUBURBAN PROPANE | $472 | $472 |
Substantial Contributors Sch SubstantialContributorsSch
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES WITHHELD | $2,937 | $2,937 |
| MINERALS AD VALOREM TAXES | $11,601 | $11,601 |
| OG RI PRODUCTIONS TAXES | $14,444 | $14,444 |
| EXCISE TAX PD 990PF 719 | $12,886 |
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