PHIL & KAREN HUNKE FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PHIL & KAREN HUNKE FAMILY FOUNDATION (EIN 81-0772404)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-09
- IRS object ID
- 202031919349101238
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Expenses Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-09T16:46:25-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRANTLEY & BRANTLEY P C | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 2325 | AddressLine1Txt |
| City | BOERNE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78006 | 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 | 810772404 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHIL & KAREN HUNKE FAM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHIL | BusinessNameControlTxt |
| Phone | 9566314064 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 SUMMIT PASS | AddressLine1Txt |
| City | BOERNE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILIP H HUNKE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2020-06-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BOB BRANTLEY | PreparerPersonNm |
| PTIN | P01232732 | PTIN |
| Phone | 8302305487 | PhoneNum |
| Preparation | 2020-07-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.8.130.122 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 7019372020191j000306 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-07-09 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6F46887810A9281C09309731118AD9EE1474FE0D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 35DF2EEE77478F91E8CAF0778CD63F87ECC4ED98 | 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 | $2,024,990 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $50,109 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,109 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,786 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $429,005 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,786 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $54 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $413 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $413 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $62,308 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $62,308 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $54 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,200 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $798 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $798 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $7,135 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,135 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $9,133 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,133 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $90,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $90,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $99,133 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,133 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $90,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$36,825 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $53,175 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $54 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $29,975 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $75,683 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $75,785 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,021,031 | CorporateStockBOYAmt |
| Corporate Stock EOY | $998,141 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,277,030 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $604,171 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $545,291 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $551,299 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $109,738 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $108,803 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $120,876 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,764,915 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,727,918 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,024,990 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Additional Paid In Capital BOY | $1,764,915 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $1,727,918 | AdditionalPaidInCapitalEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,764,915 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,727,918 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,764,915 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,727,918 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,764,915 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$36,825 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,728,090 | SubtotalAmt |
| Other Decreases | $172 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,727,918 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2018-05-11 | 2019-02-01 | $165,710 | $165,656 | $54 | $54 |
| PUBLICLY TRADED SECURITIES | P | 2018-02-20 | 2019-11-08 | $262,819 | $251,563 | $11,256 | $11,256 |
| CAPITAL GAIN DISTRIBUTIONS | P | 2017-12-31 | 2019-12-31 | $476 | $476 | $476 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,786 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $54 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $99,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,758,810 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056288 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $70,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,000,942 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.034984 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $400 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,379,000 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000290 | DistributionYr3Rt |
| Total Distribution | 0.091562 | TotalDistributionRt |
| Average Distribution | 0.030521 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,876,713 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $57,279 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $532 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $57,811 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $90,000 | 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 | $532 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $532 | SubtotalAmt |
| Tax Based On Investment Income | $532 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,061 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,061 | TotalPaymentsAndCreditsAmt |
| Overpayment | $529 | OverpaymentAmt |
| Applied To ES Tax | $529 | 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 |
| Individual With Books | BOB BRANTLEY | IndividualWithBooksNm |
| Phone | 8302305487 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 2325 | AddressLine1Txt |
| City | BOERNE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78006 | 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILIP H HUNKE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 SUMMIT PASS | AddressLine1Txt |
| City | BOERNE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 4 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRANTLEY AND BRANTLEY P C | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 2325 | AddressLine1Txt |
| City | BOERNE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | TAX RETURN PREP | ServiceTypeTxt |
| Compensation | $1,200 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,852,377 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,915 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,905,292 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,905,292 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,579 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,876,713 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $93,836 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $93,836 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $532 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $532 | TotalTaxAmt |
| Distributable Before Adj | $93,304 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $93,304 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $93,304 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $90,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $90,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $532 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $89,468 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $93,304 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $90,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $90,000 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $3,304 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PHILIP H HUNKE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 SUMMIT PASS | AddressLine1Txt |
| City | BOERNE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9566314064 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE PURPLE DOOR | |||||||
| 813 BUFORD ST | CORPUS CHRISTI | TX | 78404 | NONE | PC | EDUCATION | $3,000 |
| LAST CHANCE FOREVER | |||||||
| P O BOX 460993 | SAN ANTONIO | TX | 78246 | NONE | PC | CONSERVATORY | $2,500 |
| CIBOLO NATURE CENTER | |||||||
| 140 CITY PARK ROAD | BOERNE | TX | 78006 | NONE | PC | EDUCATION | $10,000 |
| TX A and M KINGSVILLE | |||||||
| 700 UNIVERSITY DRIVE | KINGSVILLE | TX | 78363 | NONE | PC | EDUCATION | $31,500 |
| UT HEALTH SCIENCE CTR | |||||||
| 7000 FANNIN ST | HOUSTON | TX | 77030 | NONE | PC | DENTISTRY | $5,000 |
| LEON SPRGS PRESBY CHRCH | |||||||
| 23943 IH 10 W | SAN ANTONIO | TX | 78257 | NONE | PC | CHARITABLE | $21,000 |
| CHRIST OF THE HILLS | |||||||
| 635 HIGHWAY 46 E | BOERNE | TX | 78006 | NONE | PC | CHARITABLE | $5,000 |
| AAPD FOUNDATION | |||||||
| 211 E CHICAGO AVE | CHICAGO | IL | 60611 | NONE | PC | DENTAL CARE | $10,000 |
| BAKER MIDDLE SCH PTA | |||||||
| 3445 PECAN ST | CORPUS CHRISTI | TX | 78411 | NONE | PC | EDUCATION | $1,000 |
| WINDSOR PARK ELEM SCH | |||||||
| 4525 S ALAMEDA ST | CORPUS CHRISTI | TX | 78412 | NONE | PC | EDUCATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $90,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $50,109 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11,786 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBS | Desc |
| Related Or Exempt Function Incm | $413 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $62,308 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $62,308 | 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 | 4 | LineNumberTxt |
| Relationship Statement | DIVIDENDS PROVIDE INCOME WITH WHICH TO MAKE DISTRIBUTIONS | RelationshipStatementTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PHILIP H HUNKE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 SUMMIT PASS | AddressLine1Txt |
| City | BOERNE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | LISTED SECURITIES | AssetDesc |
| Acquired | 2017-01 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2018-12 | SoldDt |
Purchaser Name PurchaserNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MULTIPLE PURCHASERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $429,005 | GrossSalesPriceAmt |
| Basis | $417,219 | BasisAmt |
| Basis Method | FIFO | BasisMethodTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $545,291 | EOYBookValueAmt |
| EOYFMV | $551,299 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE EQUITIES | StockNm |
| EOY Book Value | $998,141 | EOYBookValueAmt |
| EOYFMV | $1,277,030 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | HEDGE FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $108,803 | BookValueAmt |
| EOYFMV | $120,876 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCOUNT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $5,840 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,840 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS FEES | Desc |
| Revenue And Expenses Per Books | $1,255 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,255 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER FEES | Desc |
| Revenue And Expenses Per Books | $40 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $40 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $413 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $413 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID ON DIVIDENDS | CategoryTxt |
| Amt | $798 | Amt |
| Net Investment Income | $798 | NetInvestmentIncomeAmt |