R W FAIR FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- R W FAIR FOUNDATION (EIN 75-6015270)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-09
- IRS object ID
- 202041919349100104
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Land Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-09T06:53:48-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 750699590 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SQUYRES JOHNSON SQUYRES & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 821 ESE LOOP 323 STE 100 | AddressLine1Txt |
| City | TYLER | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75701 | 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 | 756015270 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R W FAIR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RWFA | BusinessNameControlTxt |
| Phone | 9035923811 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 689 | AddressLine1Txt |
| City | TYLER | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75710 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN R BOB GARRETT | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Deborah R Jordan | PreparerPersonNm |
| PTIN | P00187426 | PTIN |
| Phone | 9035972021 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-02-16 14:24:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,107,878 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $186 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $186 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $237,086 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $237,086 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $33,240 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $33,240 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $30,447 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $685,697 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,235,693 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $685,697 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $79,621 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $79,621 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,035,830 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,035,830 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,075 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,075 | CompOfcrDirTrstNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $6,976 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $6,418 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $558 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,308 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,843 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,465 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $103,586 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $100,666 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,920 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,172 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,311 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $140 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,400 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,400 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $177,517 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $163,713 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,083 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $919,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $919,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,097,267 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $163,713 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $924,833 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$61,437 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $872,117 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $42,871 | CashBOYAmt |
| Cash EOY | $102,698 | CashEOYAmt |
| Cash EOYFMV | $102,698 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $123,532 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $147,630 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $147,630 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $23,872 | AcctRcvblAmt |
| Acct Rcvbl BOY | $27,707 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $23,872 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $23,872 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $2,092 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $7,615 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $7,615 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $15,384,351 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,526,386 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,526,386 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $193,537 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $57,817 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $135,720 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $135,720 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $143,021 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $14,503 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,503 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $156,656 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,730,776 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,958,424 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,107,878 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $9,427 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5,000 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $9,427 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $15,721,349 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,721,349 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,953,424 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,730,776 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,958,424 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,721,349 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$61,437 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,293,512 | OtherIncreasesAmt |
| Subtotal | $19,953,424 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $19,953,424 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| LKCM S/T PUBLIC TRADED SECURITIES | P | $4,319 | $5,445 | -$1,126 | -$1,126 |
| LKCM L/T PUBLIC TRADED SECURITIES | P | $1,231,374 | $544,551 | $686,823 | $686,823 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $685,697 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,106,108 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,402,643 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06356 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $590,335 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,885,854 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03716 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $512,662 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,196,180 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03611 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $343,016 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $14,484,019 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.02368 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $244,971 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,964,733 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.01754 | DistributionYr5Rt |
| Total Distribution | 0.178058 | TotalDistributionRt |
| Average Distribution | 0.035612 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,245,287 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $649,751 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,721 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $658,472 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $924,833 | 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 | $8,721 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,721 | SubtotalAmt |
| Tax Based On Investment Income | $8,721 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,760 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $13,760 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $5,039 | OverpaymentAmt |
| Applied To ES Tax | $5,039 | 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 | Yes (true) | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RACHEL LARSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9035923811 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 689 | AddressLine1Txt |
| City | TYLER | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75710 | 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 | Yes (true) | 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 |
| 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 (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MEL LOVELADY | ||||||
| P O BOX 689 | TYLER | TX | 75710 | Director | 0.00 | $0 |
| RANDY ROBERTS | ||||||
| P O BOX 689 | TYLER | TX | 75710 | Vice President | 0.00 | $0 |
| SHERRI HARRIS | ||||||
| P O BOX 689 | TYLER | TX | 75710 | Sec/Treasurer | 5.00 | $8,125 |
| HAROLD BEAIRD | ||||||
| P O BOX 689 | TYLER | TX | 75710 | Director | 0.00 | $0 |
| RACHEL LARSON | ||||||
| P O BOX 689 | TYLER | TX | 75710 | Asst. Sec-Treas | 5.00 | $6,950 |
| MARK WHATLEY | ||||||
| P O BOX 689 | TYLER | TX | 75710 | Director | 0.00 | $0 |
| LEE GIBSON | ||||||
| 1819 SOUTH CHILTON | TYLER | TX | 75701 | Director | 0.00 | $0 |
| JOHN R BOB GARRETT | ||||||
| P O BOX 689 | TYLER | TX | 75710 | President | 5.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,921,215 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $270,755 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $331,164 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,523,134 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $18,523,134 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $277,847 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,245,287 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $912,264 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $912,264 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,721 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,721 | TotalTaxAmt |
| Distributable Before Adj | $903,543 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $903,543 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $903,543 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $924,833 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $924,833 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,721 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $916,112 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $903,543 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $113,049 | UndistributedIncomePYAmt |
| Qualifying Distributions | $924,833 | QualifyingDistributionsAmt |
| Applied To Year1 | $113,049 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $811,784 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $91,759 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Bob Garrett | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 689 | AddressLine1Txt |
| City | TYLER | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75710 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9035106535 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | VARIOUS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE SCHEDULE 1 | AddressLine1Txt |
| City | TYLER | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75710 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PUB & GOV | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL OPERATIONS - SEE SCHEDULE 1 | GrantOrContributionPurposeTxt |
| Amt | $919,750 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $919,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $186 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $237,086 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $30,447 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $79,621 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $685,697 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,033,037 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,033,037 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $18,308 | Amt |
| Net Investment Income | $16,843 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,465 | DisbursementsCharitablePrpsAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Improvements | $57,817 | $57,817 | ||
| Land | $135,720 | $135,720 | $143,021 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INSURANCE | $2,507 | $2,507 |
| MISCELLANEOUS | $108 | $108 |
| OFFICE SUPPLIES | $24 | $24 |
| Rental Expenses | $2,793 | $2,793 |
| ROYALTY OTHER DEDUCTIONS | $11,968 | $11,968 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $79,621 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $79,621 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BROKERAGE FEES | $92,386 | $92,386 | $0 | $0 |
| CONSULTING FEES | $11,200 | $8,280 | $0 | $2,920 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AD VALOREM TAX-ROYALTIES | $3,540 | $3,540 | |
| EXCISE TAXES | $8,721 | ||
| GROSS PRODUCTION TAX | $2,166 | $2,166 | |
| payroll taxes | $1,745 | $1,605 | $140 |
Comments