VALLEY BAPTIST LEGACY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- VALLEY BAPTIST LEGACY FOUNDATION (EIN 74-1936869)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202023179349102107
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T11:56:49-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 Post Oak Blvd Ste 1500 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | 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 | 741936869 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Valley Baptist Legacy Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KIMBERLY ANDERSON | InCareOfNm |
| Business Name Control | VALL | BusinessNameControlTxt |
| Phone | 9563353044 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1267 North Stuart Place Road | AddressLine1Txt |
| City | Harlingen | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78552 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLY ANDERSON | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9563353044 | PhoneNum |
| Signature | 2020-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Amanda Maya | PreparerPersonNm |
| PTIN | P01067777 | PTIN |
| Phone | 7134994600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 76915820203175000002 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 21E6481FF4EC5D606F81E380A49442717B3AD96E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9B4BF95A0E01F8835F3270813C1E707D77840E68 | 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 | $400,580,570 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $500,069 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $9,456,165 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,456,165 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,077,204 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $94,128,618 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,077,204 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $305,147 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $280,410 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,338,585 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,813,779 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $351,516 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $64,862 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $268,574 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $295,069 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $19,182 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $266,685 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $100,613 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $9,118 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $85,871 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,255 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $4,009 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $32,523 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,947 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $30,980 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $990,856 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $990,856 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $126,948 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $259,904 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,045 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $40,595 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $27,654 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $34,897 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,924 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $29,340 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $56,300 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,345 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $53,533 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $5,054 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $458 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $4,596 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $337,024 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $149,087 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $158,849 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,630,613 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,246,824 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $943,032 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,326,028 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,905,483 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,956,641 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,246,824 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,848,515 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,618,056 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,566,955 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $89,102 | CashBOYAmt |
| Cash EOY | $84,436 | CashEOYAmt |
| Cash EOYFMV | $84,436 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,417,077 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,585,157 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,585,157 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $12,500 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $17,500 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $12,500 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $12,500 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $67,847 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $31,120 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $31,120 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $12,108,318 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $13,718,172 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $13,718,172 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $231,243,238 | CorporateStockBOYAmt |
| Corporate Stock EOY | $257,452,701 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $257,452,701 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $58,063,081 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $69,343,654 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $69,343,654 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $26,705,593 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $35,904,132 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $35,904,132 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $915,267 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $202,337 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $727,455 | LandBOYAmt |
| Land EOY | $712,930 | LandEOYAmt |
| Land EOYFMV | $712,930 | LandEOYFMVAmt |
| Other Assets BOY | $11,177,284 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,735,768 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $11,735,768 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $348,616,495 | TotalAssetsBOYAmt |
| Total Assets EOY | $400,580,570 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $400,580,570 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $71,443 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $86,280 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,954,834 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,355,379 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $2,437,588 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,344,374 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,463,865 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,786,033 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $334,581,954 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $387,241,804 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $8,570,676 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $9,552,733 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $343,152,630 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $396,794,537 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $348,616,495 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $400,580,570 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $343,152,630 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,618,056 | ExcessRevenueOverExpensesAmt |
| Other Increases | $59,306,588 | OtherIncreasesAmt |
| Subtotal | $397,841,162 | SubtotalAmt |
| Other Decreases | $1,046,625 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $396,794,537 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| US TRUST BOA ST - SEE ATTACHMENT D-1 | P | $17,533,163 | $17,495,172 | $37,991 | $37,991 |
| UBS ST - SEE ATTACHMENT D-3 | P | $19,453,872 | $19,453,872 | ||
| HEALTH ENTERPRISE PARTNERS LP | P | $196,061 | $396,500 | -$200,439 | -$200,439 |
| SANTE HEALTH VENTURES I, LP | P | $349,604 | $1,869,864 | -$1,520,260 | -$1,520,260 |
| SANTE HEALTH VENTURES I, LP | P | $456 | -$456 | -$456 | |
| PRISA LP | P | $13,084 | $13,084 | $13,084 | |
| TIFF PRIVATE EQUITY PARTNERS 2018, LP | P | $1,843 | -$1,843 | -$1,843 | |
| TIFF PRIVATE EQUITY PARTNERS 2018, LP | P | $7,762 | -$7,762 | -$7,762 | |
| US TRUST BOA LT - SEE ATTACHMENT D-2 | P | $40,176,054 | $38,637,204 | $1,538,850 | $1,538,850 |
| UBS LT - SEE ATTACHMENT D-4 | P | $16,406,780 | $14,190,137 | $2,218,039 | $2,216,643 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,077,204 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $25,490,189 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $378,908,276 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.067273 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $20,824,935 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $359,408,862 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057942 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $15,423,657 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $324,410,116 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047544 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,439,600 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $310,003,948 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.020773 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $250,208 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $105,677,844 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.002368 | DistributionYr5Rt |
| Total Distribution | 0.1959 | TotalDistributionRt |
| Average Distribution | 0.03918 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $376,026,357 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $14,732,713 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $105,670 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $14,838,383 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $16,848,515 | 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 | $105,670 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $105,670 | SubtotalAmt |
| Tax Based On Investment Income | $105,670 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $254,348 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $254,348 | TotalPaymentsAndCreditsAmt |
| Overpayment | $148,678 | OverpaymentAmt |
| Applied To ES Tax | $148,678 | 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 |
| 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 | www.vblf.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIMBERLY ANDERSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9563353044 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1267 NORTH STUART PLACE ROAD | AddressLine1Txt |
| City | HARLINGEN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78552 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| 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 (14 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 |
|---|---|---|---|---|---|---|---|---|
| QUITA WITTENBACH | ||||||||
| 1267 North Stuart Place Road | Harlingen | TX | 78552 | SECRETARY (THRU 4/22/19) | 1.0 | $0 | $0 | $0 |
| LEONEL VELA MD | ||||||||
| 1267 North Stuart Place Road | Harlingen | TX | 78552 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| YOLANDA DE LEON | ||||||||
| 1267 North Stuart Place Road | Harlingen | TX | 78552 | CHAIRMAN | 1.0 | $0 | $0 | $0 |
| ARNIE GONZALEZ | ||||||||
| 1267 North Stuart Place Road | Harlingen | TX | 78552 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| CHRISTINA GARCIA ED D VIRGILIO | ||||||||
| 1267 North Stuart Place Road | Harlingen | TX | 78552 | INTERIM SECRETARY | 1.0 | $0 | $0 | $0 |
| BILLY BRADFORD | ||||||||
| 1267 North Stuart Place Road | Harlingen | TX | 78552 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| KIMBERLY ANDERSON | ||||||||
| 1267 North Stuart Place Road | Harlingen | TX | 78552 | FINANCE DIRECTOR | 40.0 | $172,191 | $28,283 | $0 |
| JACK ABBOTT | ||||||||
| 1267 North Stuart Place Road | Harlingen | TX | 78552 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| FRANK COSTILLA | ||||||||
| 1267 North Stuart Place Road | Harlingen | TX | 78552 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| BETH PACE | ||||||||
| 1267 North Stuart Place Road | Harlingen | TX | 78552 | VICE CHAIRMAN | 1.0 | $0 | $0 | $0 |
| JULIO CAVAZOS | ||||||||
| 1267 North Stuart Place Road | Harlingen | TX | 78552 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| JUDY QUISENBERRY | ||||||||
| 1267 North Stuart Place Road | Harlingen | TX | 78552 | EXECUTIVE DIRECTOR | 40.0 | $179,325 | $15,031 | $0 |
| BOB DUNCAN | ||||||||
| 1267 North Stuart Place Road | Harlingen | TX | 78552 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| JAMES CASTILLO MD | ||||||||
| 1267 North Stuart Place Road | Harlingen | TX | 78552 | DIRECTOR | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JAMIE AMAYA | ||||||||
| 1267 NORTH STUART ROAD | HARLINGEN | TX | 78552 | BOARD SECRETARY | 40.0 | $56,589 | $6,032 | $0 |
| EVELYN CASTILLEJA GARZA | ||||||||
| 1267 NORTH STUART ROAD | HARLINGEN | TX | 78552 | GRANTS SPECIALIST | 40.0 | $66,383 | $11,584 | $0 |
| ALBERTO ESPINOZA | ||||||||
| 1267 NORTH STUART ROAD | HARLINGEN | TX | 78552 | EVALUATION SPECTIALI | 40.0 | $65,760 | $10,873 | $0 |
| RYAN GUTIERREZ | ||||||||
| 1267 NORTH STUART ROAD | HARLINGEN | TX | 78552 | PROGRAM ASSISTANT | 40.0 | $32,916 | $10,371 | $0 |
| JUANITA REYES - ALMANZA | ||||||||
| 1267 NORTH STUART ROAD | HARLINGEN | TX | 78552 | STAFF ACCOUNTANT | 40.0 | $54,807 | $17,383 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | |||||
| 1100 POYDRAS STREET STE 900 | NEW ORLEANS | LA | 701630900 | INVESTMENT BROKER | $285,426 |
| BANK OF AMERICA PRIVATE BANK | |||||
| 300 COVENANT STREET 8TH FLOOR | SAN ANTONIO | TX | 78205 | INVESTMENT BROKER | $705,430 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $372,648,709 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $112,159 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,991,779 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $381,752,647 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $381,752,647 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,726,290 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $376,026,357 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,801,318 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,801,318 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $105,670 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $105,670 | TotalTaxAmt |
| Distributable Before Adj | $18,695,648 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $18,695,648 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $18,695,648 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,848,515 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $16,848,515 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $105,670 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $16,742,845 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,695,648 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,389,055 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,848,515 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,389,055 | AppliedToYear1Amt |
| Applied To Current Year | $12,459,460 | 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 |
| Undistributed Income CY | $6,236,188 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JUDY QUISENBERRY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1267 N STUART PLACE RD | AddressLine1Txt |
| City | HARLINGEN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78552 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9563353037 | RecipientPhoneNum |
| Form And Info And Materials | JUDY QUISENBERRY APPLICATION FORM AVAILABLE ON VALLEY BAPTIST LEGACY FOUNDATION WEBSITE INCLUDE 501(C)(3) DETERMINATION, PROGRAM BUDGET, 2 PRIOR YEAR FINANCIAL STATEMENTS, CURRENT YEAR BUDGET, AUDIT, BUDGET NARRATIVE AND BOARD MEMBER LISTING, IF APPLICABLE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JUDY QUISENBERRY NOVEMBER 1, MAY 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | JUDY QUISENBERRY MUST SERVE 4 COUNTIES- CAMERON, HIDALGO, WILLACY & STARR SHOULD BE HEALTHCARE RELATED, 501(C)(3) OR GOVERNMENT ENTITY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (68 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CHILD ABUSE EDUCATION PROGRAM OF SOUTH TEXAS | ||||||||
| 2922 Emerald Lake Dr | HARLINGEN | TX | 78550 | NONE | PC | CHARITABLE | $25,000 | |
| COMMUNITY HOPE PROJECTS INC | ||||||||
| 2332 JORDAN AVENUE | MCALLEN | TX | 78503 | NONE | PC | CHARITABLE | $310,774 | |
| PROYECTO JUAN DIEGO INC | ||||||||
| PO BOX 8038 | BROWNSVILLE | TX | 78526 | NONE | PC | CHARITABLE | $150,984 | |
| THE SALVATION ARMY - HARLINGEN | ||||||||
| 119 E MONROE | HARLINGEN | TX | 78550 | NONE | PC | CHARITABLE | $50,000 | |
| AURORA HOUSE FOUNDATION | ||||||||
| 2646 W 18TH STREET | WESLACO | TX | 78596 | NONE | PC | CHARITABLE | $100,000 | |
| NUESTRA CLINICA DEL VALLE INC | ||||||||
| PO BOX 1689 | PHARR | TX | 78577 | NONE | PC | CHARITABLE | $220,000 | |
| Loaves & Fishes of the Rio Grande Valley Inc | ||||||||
| 514 S E ST | HARLINGEN | TX | 78550 | NONE | PC | CHARITABLE | $38,359 | |
| Planned Parenthood South Texas | ||||||||
| 2140 Babcock Road Ste 201 | San Antonio | TX | 78229 | NONE | PC | CHARITABLE | $100,000 | |
| TROPICAL TEXAS BEHAVIORAL HEALTH | ||||||||
| 1901 S 24TH AVE | Edinburg | TX | 78539 | NONE | PC | CHARITABLE | $1,949,558 | |
| UTRGV SCHOOL OF MEDICINE | ||||||||
| 1201 WEST UNIVERSITY DR | EDINBURG | TX | 78539 | NONE | PC | CHARITABLE | $316,282 | ITTB1210 |
| GOOD NEIGHBOR SETTLEMENT HOUSE | ||||||||
| 1254 E TYLER ST | BROWNSVILLE | TX | 78520 | NONE | PC | CHARITABLE | $14,847 | |
| Dentists Who Care Inc | ||||||||
| 3501 MORELAND DR STE G | WESLACO | TX | 78596 | NONE | PC | CHARITABLE | $6,000 | |
| Bishop Enrique San Pedro Ozanam Center Inc | ||||||||
| 656 N MINNESOTA AVE | BROWNSVILLE | TX | 78521 | NONE | PC | CHARITABLE | $98,677 | |
| Su Casa De Esperanza Inc | ||||||||
| 8000 CISNE ST | PHARR | TX | 78577 | NONE | PC | CHARITABLE | $45,110 | |
| AMIkids Rio Grande Valley | ||||||||
| 27615 BUENA VISTA BLVD | LOS FRESNOS | TX | 78566 | NONE | PC | CHARITABLE | $50,000 | |
| Community Development Corp of Brownsville Inc | ||||||||
| 901 E Levee St | Brownsville | TX | 78520 | NONE | PC | CHARITABLE | $2,375,500 | |
| Habitat for Humanity - Rio Grande | ||||||||
| PO BOX 5454 | BROWNSVILLE | TX | 78523 | NONE | PC | CHARITABLE | $50,000 | |
| 71 NURSING SCHOLARSHIPS RANGING FROM 250-1000 | ||||||||
| C/O 1267 NORTH STUART PLACE ROAD | HARLINGEN | TX | 78552 | NONE | I | NURSING SCHOLARSHIP | $54,000 | |
| 118 VOUCHERS FOR MAMMOGRAMS OR BREAST PROSTHETICS | ||||||||
| C/O 1267 NORTH STUART PLACE ROAD | HARLINGEN | TX | 78552 | NONE | I | PROVIDE MAMMOGRAMS OR BREAST PROSTHETICS | $8,792 | |
| AGAPE MISSIONARIES FOR LIFE | ||||||||
| 2813 PLUMERIA LN | HARLINGEN | TX | 78552 | NONE | PC | CHARTIABLE | $100,000 | |
| AMERICAN RED CROSS | ||||||||
| 6914 WEST EXPRESSWAY 83 | HARLINGEN | TX | 78552 | NONE | PC | CHARTIABLE | $50,000 | |
| BIG HEROES | ||||||||
| 3615 CHARMAINE LN | BROWNSVILLE | TX | 78526 | NONE | PC | CHARTIABLE | $20,000 | |
| BOYS AND GIRLS CLUB OF LOS FRESNOS | ||||||||
| 900 N ARROYO BLVD | LOS FRESNOS | TX | 78566 | NONE | PC | CHARITABLE | $10,000 | |
| BUCKNER CHILDREN AND FAMILY SERVICES INC | ||||||||
| 700 N PEARL ST STE 1200 | DALLAS | TX | 75201 | NONE | PC | CHARTIABLE | $50,000 | |
| CATCH GLOBAL FOUNDATION | ||||||||
| 8000 CENTRE PARK DR STE 350 | AUSTIN | TX | 78754 | NONE | PC | CHARITABLE | $104,000 | |
| CATHOLIC CHARITIES OF THE RIO GRANDE VALLEY | ||||||||
| 700 VIRGEN DE SAN JUAN | SAN JUAN | TX | 78589 | NONE | PC | CHARITABLE | $48,000 | |
| CAMERON COUNTY MENTAL HEALTH TASK FORCE | ||||||||
| 1102 S COMMERCE ST | HARLINGEN | TX | 78550 | NONE | PC | CHARITABLE | $49,979 | |
| CHILDREN'S HUNGER FUND | ||||||||
| 11550 NEWBERRY ST SUITE 100 | DALLAS | TX | 75229 | NONE | PC | CHARITABLE | $30,000 | |
| CULTURE OF LIFE MINISTRIES | ||||||||
| PO BOX 533162 | HARLINGEN | TX | 78553 | NONE | PC | CHARITABLE | $75,000 | |
| FAMILY CRISIS CENTER | ||||||||
| 616 W TAYLOR | HARLINGEN | TX | 78550 | NONE | PC | CHARITABLE | $66,500 | |
| FAMILY ENDEAVORS | ||||||||
| 6363 DE ZAVALA RD | SAN ANTONIO | TX | 78249 | NONE | PC | CHARITABLE | $48,871 | |
| FOOD BANK OF THE RGV | ||||||||
| PO BOX 6251 | MCALLEN | TX | 78502 | NONE | PC | CHARITABLE | $50,000 | |
| FRIENDSHIP OF WOMEN | ||||||||
| PO BOX 3112 | BROWNSVILLE | TX | 78523 | NONE | PC | CHARITABLE | $50,000 | |
| GIRL SCOUTS OF GREATER SOUTH TEXAS | ||||||||
| 202 E MADISON AVE | HARLINGEN | TX | 78550 | NONE | PC | CHARITABLE | $41,098 | |
| IGLESIA BAUTISTA WEST BROWNSVILLE | ||||||||
| 925 W SAINT CHARLES ST | BROWNSVILLE | TX | 78520 | NONE | PC | CHARITABLE | $60,735 | |
| IT'S TIME TEXAS | ||||||||
| 911 W ANDERSON LN ST 202 | AUSTIN | TX | 78757 | NONE | PC | CHARITABLE | $500,000 | |
| LA POSADA PROVIDENCIA | ||||||||
| 30094 MARYDALE RD | SAN BENITO | TX | 78586 | NONE | PC | CHARITABLE | $23,992 | |
| LOWER RIO GRANDE VALLEY DEVELOPMENT COUNCIL | ||||||||
| 301 W RAILROAD ST | WESLACO | TX | 78596 | NONE | PC | CHARITABLE | $365,989 | |
| NUEVOS HORIZONTES DE STARR COUNTY | ||||||||
| 102 N TEXAS ST | RIO GRANDE CITY | TX | 78582 | NONE | PC | CHARITABLE | $28,800 | |
| RONALD MCDONALD HOUSE OF RGV | ||||||||
| 1720 TREASURE HILLS BLVD | HARLINGEN | TX | 78550 | NONE | PC | CHARITABLE | $50,000 | |
| SOUTH TEXAS EMERGENCY CARE FOUNDATION | ||||||||
| PO BOX 533668 | HARLINGEN | TX | 78553 | NONE | PC | CHARITABLE | $976,566 | |
| SOUTH TEXAS JUVENILE DIABETES ASSOCIATION | ||||||||
| PO BOX 720727 | MCALLEN | TX | 78504 | NONE | PC | CHARITABLE | $50,000 | |
| SUNNY GLEN CHILDREN'S HOME | ||||||||
| PO BOX 1373 | SAN BENITO | TX | 78586 | NONE | PC | CHARITABLE | $25,000 | |
| SUNSHINE HAVEN INC | ||||||||
| 7105 W LAKESIDE BLVD | OLMITO | TX | 78575 | NONE | PC | CHARITABLE | $46,855 | |
| SYRACUSE UNIVERSITY - IVMF | ||||||||
| 101 WAVERLY AVE | SYRACUSE | NY | 13244 | NONE | PC | CHARITABLE | $1,200,000 | |
| TEXAS RAMP PROJECT | ||||||||
| PO BOX 832065 | RICHARDSON | TX | 75083 | NONE | PC | CHARITABLE | $25,000 | |
| SOUTH TEXAS AFGHANISTAN IRAQ VETERANS ASSOCIATION | ||||||||
| PO BOX 187 | OLMITO | TX | 78575 | NONE | PC | CHARITABLE | $16,500 | |
| WOMEN TOGETHER FOUNDATION | ||||||||
| 511 N CYNTHIA ST | MCALLEN | TX | 78501 | NONE | PC | CHARITABLE | $45,373 | |
| LOWER RIO GRANDE VALLEY COMMUNITY HEALTH MGMT INC | ||||||||
| 901 E VERMONT AVE | MCALLEN | TX | 78503 | NONE | PC | CHARITABLE | $100,000 | |
| CITY OF BROWNSVILLE | ||||||||
| 1001 E ELIZABETH STREET | BROWNSVILLE | TX | 78520 | NONE | GOV | CHARITABLE | $500,000 | |
| CITY OF LA FERIA | ||||||||
| 115 E COMMERCIAL AVE | LA FERIA | TX | 78559 | NONE | GOV | CHARITABLE | $495,000 | |
| CITY OF SOUTH PADRE ISLAND | ||||||||
| 4601 PADRE BLVD | SOUTH PADRE ISLAND | TX | 78597 | NONE | GOV | CHARITABLE | $307,046 | |
| GOOD SAMARITAN COMMUNITY SERVICES | ||||||||
| 1600 SALTILLO STREET | SAN ANTONIO | TX | 78207 | NONE | PC | CHARITABLE | $25,207 | |
| HIDALGO COUNTY | ||||||||
| 100 NORTH CLOSNER | EDINBURG | TX | 78539 | NONE | GOV | CHARITABLE | $500,000 | |
| SU CLINICA | ||||||||
| 105 EAST ALTON GLOOR | BROWNSVILLE | TX | 78526 | NONE | PC | CHARITABLE | $621,150 | |
| THE SALVATION ARMY - MCALLEN | ||||||||
| 1600 N 23RD ST | MCALLEN | TX | 78501 | NONE | PC | CHARITABLE | $50,000 | |
| BROWNSVILLE PUBLIC UTILITIES DISTRICT | ||||||||
| 1425 ROBINHOOD DR | BROWNSVILLE | TX | 78520 | NONE | GOV | CHARITABLE | $100,000 | |
| UTHSC AT HOUSTON | ||||||||
| 7000 FANNIN STREET | HOUSTON | TX | 77030 | NONE | PC | CHARITABLE | $504,901 | |
| TEXAS MENTAL HEALTH COLLABORATIVE FUND | ||||||||
| 4315 GUADALUPE | AUSTIN | TX | 78751 | NONE | PC | CHARITABLE | $25,000 | |
| Access Esperanza Clinics Inc | ||||||||
| 916 E Hackberry Ave | MCALLEN | TX | 78501 | NONE | PC | CHARITABLE | $50,000 | |
| CITY OF LOS INDIOS | ||||||||
| PO BOX 369 | LOS INDIOS | TX | 78567 | NONE | GOV | CHARITABLE | $400,000 | |
| CHILDREN'S BEREAVEMENT CENTER OF SOUTH TEXAS | ||||||||
| 205 W OLMOS DRIVE | SAN ANTONIO | TX | 78212 | NONE | PC | CHARITABLE | $100,000 | |
| CITY OF LOS FRESNOS | ||||||||
| 200 N BRAZIL | LOS FRESNOS | TX | 78566 | NONE | GOV | CHARITABLE | $417,260 | |
| CITY OF MISSION | ||||||||
| 1201 E 8TH STREET | MISSION | TX | 78572 | NONE | GOV | CHARITABLE | $500,000 | |
| CITY OF PORT ISABEL | ||||||||
| 305 E MAXAN STREET | PORT ISABEL | TX | 78578 | NONE | GOV | CHARITABLE | $500,000 | |
| INFANT AND FAMILY NUTRITION AGENCY | ||||||||
| 1225 BOCA CHICA BLVD | BROWNSVILLE | TX | 78520 | NONE | PC | CHARITABLE | $30,000 | |
| MHP SALUD | ||||||||
| 2111 GOLFSIDE SUITE 2B | YPSILANTI | MI | 48197 | NONE | PC | CHARITABLE | $249,770 | |
| THE VANNIE COOK CHILDRENS CANCER CENTER - TCH | ||||||||
| 101 WEST EXPRESSWAY 83 | MCALLEN | TX | 78503 | NONE | PC | CHARITABLE | $258,008 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,905,483 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CITY OF ALAMO | |||||||
| 715 E BUSINESS 83 | ALAMO | TX | 78516 | NONE | GOV | CHARITABLE | $55,583 |
| CITY OF ELSA | |||||||
| 102 DIANA ST | ELSA | TX | 78543 | NONE | GOV | CHARITABLE | $500,000 |
| TOWN OF COMBES | |||||||
| 21626 HAND ROAD | COMBES | TX | 78535 | NONE | GOV | CHARITABLE | $300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $855,583 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,456,165 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 26 | ExclusionCd |
| Exclusion | $2,077,204 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| MANAGEMENT FEE REVENUE | 541610 | $25,000 | ||
| PARTNERSHIP INCOME | 900099 | -$263 | 01 | $280,410 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $24,737 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,813,779 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,838,516 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| PINK RIBBON GOLF CLASSIC | ||||||
| 1 | 1001 SOUTH ED CAREY DRIVE 221 | HARLINGEN | TX | 78552 | $8,500 | Yes (X) |
| MM NA EVERETT FOUNDATION | ||||||
| 2 | BOA 901 MAIN ST 19TH FLOOR | DALLAS | TX | 75202 | $11,026 | Yes (X) |
| VB MEDICAL HOLDINGS | ||||||
| 3 | 1267 NORTH STUART PLACE ROAD | HARLINGEN | TX | 78522 | $220,001 | Yes (X) |
| TR UA JOHN O REBER MEM COBALT | ||||||
| 4 | BOA 901 MAIN ST 19TH FLOOR | DALLAS | TX | 75202 | $18,757 | Yes (X) |
| TENET HEALTH - VALLEY HEALTHCARE NE | ||||||
| 5 | 2121 PEASE ST | HARLINGEN | TX | 78550 | $29,700 | Yes (X) |
| ESTATE OF ANTHONY J TRAHAN | ||||||
| 6 | 814 HACKBERRY COURT | BROWNSVILLE | TX | 78520 | $203,299 | Yes (X) |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS - SEE ATTACHMENT 8-1 | $44,045,771 | $44,045,771 |
| BOA - SEE ATTACHMENT 8-2 | $25,297,883 | $25,297,883 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS - SEE ATTACHMENT 7-1 | $132,185,812 | $132,185,812 |
| BOA - SEE ATTACHMENT 7-2 | $125,266,889 | $125,266,889 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $13,718,172 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $13,718,172 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SANTE HEALTH VENTURES | $5,764,269 | $5,764,269 |
| HEALTH ENTERPRISE PARTNERS | $2,000,450 | $2,000,450 |
| UBS - SEE ATTACHMENT 9-1 | $3,632,698 | $3,632,698 |
| BOA - SEE ATTACHMENT 9-2 | $5,574,445 | $5,574,445 |
| BOA - SEE ALT INV ATT 9-3 | $8,116,766 | $8,116,766 |
| TIFF ABSOLUTE RETURN POOL II | $941,229 | $941,229 |
| BLACKSTONE OFFSHORE PE FUND IV | $4,358,066 | $4,358,066 |
| PRISA | $5,116,567 | $5,116,567 |
| BLACKSTONE BTAS V | $399,642 | $399,642 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (7 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HIGH GROUND ENDOWMENT FUND | $7,541,574 | $8,608,538 | $8,608,538 |
| RESTRICTED BURIAL PLOT | $925 | $925 | $925 |
| INTEREST RECEIVABLE | $336,597 | $333,478 | $333,478 |
| INSURANCE POLICIES CASH VALUE | $850,514 | $869,086 | $869,086 |
| OTHER RECEIVABLE | $4,167 | $70,203 | $70,203 |
| NOTE RECEIVABLE | $388,507 | $373,538 | $373,538 |
| LAND HELD FOR RESALE | $2,055,000 | $1,480,000 | $1,480,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN MARKET VALUE OF REAL ESTATE | $575,000 |
| BOOK/TAX DIFFERENCES FROM K-1S | $471,625 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE AND COMPUTER EXPENSE | $71,682 | $6,989 | $60,611 |
| INSURANCE | $40,526 | $3,015 | $30,251 |
| OTHER EXPENSE | $46,600 | $36,766 | |
| PURCHASED SERVICES | $41,759 | $2,626 | $31,221 |
| PORTFOLIO EXPENSES | $136,457 | $136,457 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MANAGEMENT FEE REVENUE | $25,000 | |
| PARTNERSHIP INCOME | $280,147 | $280,410 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| TEMP & PERM RESTRICTED NET ASSET CHANGES | $982,057 |
| UNREALIZED GAIN | $58,292,890 |
| NET ASSETS RELEASED FROM RESTRICTION | $31,641 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY LIABILITIES | Desc |
| BOY Book Value | $2,437,588 | BOYBookValueAmt |
| EOY Book Value | $2,344,374 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| UBS INVESTMENT MGMT FEES | $285,426 | $285,426 |
| BOA INVESTMENT MGMT FEES | $705,430 | $705,430 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $44,640 | $4,045 | $40,595 |
| FEDERAL EXCISE TAX | $215,264 |
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