GORDON HARTMAN FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GORDON HARTMAN FOUNDATION (EIN 20-3537281)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201843199349105324
- Schema version
- 2017v2.3
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T18:59:34-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9901 IH-10 Suite 500 | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203537281 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GORDON HARTMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % GORDON HARTMAN FAMILY FDN | InCareOfNm |
| Business Name Control | GOR | BusinessNameControlTxt |
| Phone | 2104792363 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1202 W BITTERS BLDG 1 Suite 1200 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78216 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GORDON HARTMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2104792363 | PhoneNum |
| Signature | 2018-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | N Ari Berlin | PreparerPersonNm |
| PTIN | P00665358 | PTIN |
| Phone | 2103428000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 4.14.20.210 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 70263520183195000069 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0929D7FD8EA937966684D6C3D3267034DE044F54 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4C76C02EC0B69CE36EBDD375E234BC2BFA7C372D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,279,956 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,537,237 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $114,963 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $114,963 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $81,850 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $81,850 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $3,648 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $436,409 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $468,750 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $436,409 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,170,459 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $633,222 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $10,073 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,036 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,036 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,193 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,096 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,096 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $52,879 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,800 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $41,079 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $56,688 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $56,283 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $22,384 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $22,384 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,617 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,617 | TravConfMeetingNetInvstIncmAmt |
| Printing And Pub Rev And Expnss | $2,250 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $2,250 | PrintingAndPubNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $499,930 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,169 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $477,761 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $648,014 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $122,635 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $524,972 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,073,535 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,073,535 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,721,549 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $122,635 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,598,507 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,448,910 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $510,587 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $49,624 | CashBOYAmt |
| Cash EOY | $141,290 | CashEOYAmt |
| Cash EOYFMV | $141,290 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,291,458 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,253,601 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,253,601 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $405 | PrepaidExpensesBOYAmt |
| US Government Obligations EOY | $261,781 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $259,412 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $7,302,687 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,638,807 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,595,770 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,022,912 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $190,583 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $840,731 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $832,329 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $891,133 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments EOY | $125,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $125,000 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,291 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,291 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $167,449 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,823,456 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,013,750 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,652,354 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,076,264 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,279,956 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $26,500 | AccountsPayableBOYAmt |
| Other Liabilities EOY | $1,500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $26,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $11,625,854 | CapitalStockBOYAmt |
| Capital Stock EOY | $16,074,764 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,625,854 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,074,764 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,652,354 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,076,264 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,625,854 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,448,910 | ExcessRevenueOverExpensesAmt |
| Subtotal | $16,074,764 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $16,074,764 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 2927 TPC PKWY, SAN ANTONIO, TX | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2008-12-22 | AcquiredDt |
| Sold | 2017-06-14 | SoldDt |
| Gross Sales Price | $468,750 | GrossSalesPriceAmt |
| Cost Or Other Basis | $32,341 | CostOrOtherBasisAmt |
| Gain Or Loss | $436,409 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $436,409 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $436,409 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $931,466 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,205,963 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.083122 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,337,457 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,683,793 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.114471 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $969,005 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,367,676 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.085242 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,115,702 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,257,569 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.108769 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $937,677 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,614,125 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.088342 | DistributionYr5Rt |
| Total Distribution | 0.479946 | TotalDistributionRt |
| Average Distribution | 0.095989 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,342,254 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,184,721 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,106 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,189,827 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,598,507 | 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 | $5,106 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,106 | SubtotalAmt |
| Tax Based On Investment Income | $5,106 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $405 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $405 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $25 | EsPenaltyAmt |
| Tax Due | $4,726 | TaxDueAmt |
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 | HARTMANSA.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORDON HARTMAN FAMILY FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2104792363 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1202 W BITTERS BLDG 1 1200 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78216 | 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| GORDON V HARTMAN | ||||||||
| 1202 W BITTERS BLDG 1 | SAN ANTONIO | TX | 78216 | PRESIDENT | 0 | $0 | $0 | $0 |
| MARGARET M HARTMAN | ||||||||
| 1202 W BITTERS BLDG 1 | SAN ANTONIO | TX | 78216 | SECRETARY/TREASURER | 0 | $0 | $0 | $0 |
| CHRISTINE NAJIM RAY | ||||||||
| 1202 W BITTERS BLDG 1 | SAN ANTONIO | TX | 78216 | BOARD MEMBER | 0 | $0 | $0 | $0 |
| MARIAN SOKOL | ||||||||
| 1202 W BITTERS BLDG 1 | SAN ANTONIO | TX | 78216 | BOARD MEMBER | 0 | $0 | $0 | $0 |
| JOE MCKINNEY | ||||||||
| 1202 W BITTERS BLDG 1 | SAN ANTONIO | TX | 78216 | BOARD MEMBER | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PUBLIC SERVICE ANNOUNCEMENTS TO INCREASE AWARENESS OF CHARITABLE ORGANIZATIONS IN THE SAN ANTONIO AREA AND THE SERVICES THEY PROVIDE. | Description1Txt |
| Expenses1 | $501,139 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,809,417 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,134,963 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,585,827 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,530,207 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,530,207 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $187,953 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,342,254 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $617,113 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $617,113 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,106 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,106 | TotalTaxAmt |
| Distributable Before Adj | $612,007 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $612,007 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $612,007 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,598,507 | 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 | $1,598,507 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,106 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,593,401 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $612,007 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $411,049 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $606,314 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $403,367 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $755,377 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $639,423 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,815,530 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,598,507 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $612,007 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $986,500 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,802,030 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $411,049 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,390,981 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $606,314 | ExcessFromYear4Amt |
| Excess From Year3 | $403,367 | ExcessFromYear3Amt |
| Excess From Year2 | $755,377 | ExcessFromYear2Amt |
| Excess From Year1 | $639,423 | ExcessFromYear1Amt |
| Excess From Current Year | $986,500 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GORDON V HARTMAN | ContributingManagerNm |
| Contributing Manager | MARGARET M HARTMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE 990-PF PART XV - ATTACHMENT | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1202 W BITTERS BLDG 1 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | 2017 GRANT AWARDS | GrantOrContributionPurposeTxt |
| Amt | $1,073,535 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,073,535 | TotalGrantOrContriPdDurYrAmt |
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 | $114,963 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $3,648 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 18 | ExclusionCd |
| Exclusion | $436,409 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $555,020 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $555,020 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| GORDON V HARTMAN | ||||||
| 1 | 1202 WEST BITTERS RD BLDG 1 STE 120 | SAN ANTONIO | TX | 78248 | $4,000,000 | Yes (X) |
| HARTMAN FAMILY SPECIAL TRUST | ||||||
| 2 | 1202 W BITTERS BLDG 1 SUITE 1200 | SAN ANTONIO | TX | 78216 | $1,530,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | VINCENT BERLANGA | CategoryTxt |
| Amt | $2,193 | Amt |
| Net Investment Income | $1,096 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,096 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (19 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| 1711 TRINITY LAND | 2008-01-01 | $23,180 | L | |||||
| 1711 TRINITY BLDG | 2008-01-01 | $339,730 | SL | $78,036 | 39 | $8,711 | $8,711 | $8,711 |
| 1711 TRINITY BLDG | 2008-01-01 | $7,750 | SL | $1,782 | 39 | $199 | $199 | $199 |
| 1711 TRINITY BLDG | 2008-06-01 | $100,746 | SL | $22,063 | 39 | $2,583 | $2,583 | $2,583 |
| 1711 TRINITY BLDG | 2009-10-19 | $997 | SL | $187 | 39 | $26 | $26 | $26 |
| 1711 TRINITY BLDG | 2009-01-16 | $94 | SL | $16 | 39 | $2 | $2 | $2 |
| 1711 TRINITY BLDG | 2009-01-30 | $206 | SL | $40 | 39 | $5 | $5 | $5 |
| 1711 TRINITY BLDG | 2009-09-22 | $346 | SL | $66 | 39 | $9 | $9 | $9 |
| 1711 TRINITY SIGNS | 2010-03-19 | $3,326 | SL | $3,088 | 7 | $238 | $238 | $238 |
| TEAMABILITY IMPRV | 2010-03-22 | $5,883 | SL | $1,025 | 39 | $151 | $151 | $151 |
| 5727 IH 10 LAND | 2010-09-01 | $80,719 | L | |||||
| 5727 IH 10 BLDG | 2010-09-01 | $238,184 | SL | $38,423 | 39 | $6,107 | $6,107 | $6,107 |
| FURNITURE | 2008-04-30 | $1,084 | SL | $1,084 | 7 | |||
| SONY CAMCORDER | 2008-10-07 | $357 | SL | $357 | 5 | |||
| KONICA COPIER | 2009-11-03 | $6,850 | SL | $6,850 | 5 | |||
| 410 BUILDING | 2011-04-01 | $146,866 | M39 | $21,501 | $3,766 | |||
| 410 BLDG IMPROVMT | 2011-05-15 | $13,553 | SL | $1,972 | 39 | $348 | $348 | $348 |
| 410 LAND | 2011-04-01 | $47,350 | L | |||||
| 410 BLDG IMPRV | 2017-05-15 | $13,982 | SL | 39 | $239 | $239 | $239 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (37 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TOYOTA MOTOR CREDIT CORP 2% | $253,494 | $250,008 |
| WALT DISNEY COMPANY 1.125% | $250,233 | $249,351 |
| JPMORGAN CHASE & CO 1.625% | $299,591 | $299,804 |
| AMERICAN EXPRESS CREDIT 2.125% | $300,891 | $300,353 |
| WAL-MART STORES INC 1.950% | $503,669 | $500,105 |
| COLGATE-PALMOLIVE 1.5% | $300,074 | $299,147 |
| ILLINOIS TOOL WORKS INC 1.95 | $251,956 | $249,596 |
| APPLE INC 2.1 | $252,319 | $250,574 |
| PFIZER INC 2.1 | $251,889 | $250,392 |
| COCA COLA CO 1.375 | $250,668 | $247,905 |
| 3M COMPANY 1.625 | $250,976 | $248,763 |
| BERKSHIRE HATHAWAY 1.3 | $250,114 | $246,843 |
| UNITED TECHNOLOGIES CORP 1.5 | $250,254 | $247,060 |
| CHEVRON CORP 2.193 | $253,324 | $250,532 |
| COSTCO WHOLESALE CORP 1.7 | $50,442 | $49,679 |
| DISCOVER 1.050 | $245,000 | $244,103 |
| BARCLAYS BANK DELEAWARE .7 | $120,000 | $120,327 |
| GOLDMAN SACHS BANK 1.4 | $200,000 | $199,975 |
| ALLY BANK CD 1.5 | $250,000 | $249,919 |
| CAPITAL ONE NA 1.6 | $250,000 | $250,135 |
| CAPITAL ONE BANK USA 1.65 | $250,000 | $250,097 |
| WELLS FARGO BANK 1.4 | $250,000 | $247,305 |
| BARCLAYS BANK DELEAWARE 1.65 | $55,000 | $54,792 |
| SHELL INTERNATIONAL FIN 1.625 | $250,213 | $249,367 |
| US BANCORP 1.95 | $251,119 | $250,025 |
| ASTRAZENECA PLC 1.75 | $250,549 | $249,376 |
| MASTERCARD INC 2.00 | $251,007 | $249,806 |
| TEXAS INSTRUMENTS INC 1.65 | $250,294 | $248,502 |
| HONEYWELL INTERNATIONAL 1.4 | $248,921 | $247,292 |
| NATIONAL RURAL UTIL (C19) 2.0 | $249,070 | $249,150 |
| PHILLIP MORRIS INTL INC 2.0 | $397,740 | $397,510 |
| BRYN MAWR TRUST CO CD 1.3 | $150,000 | $150,000 |
| BMW BANK NORTH AMERICA CD 1.3 | $200,000 | $199,801 |
| FIRST NATL BK OMAHA CD 1.5 | $50,000 | $49,888 |
| UMPQUA BANK ROSEBURG CD 1.55 | $200,000 | $199,376 |
| TOWN & COUNTRY BANK CD 1.65 | $100,000 | $99,670 |
| PEOPLES UNITED BANK NA CD | $200,000 | $199,242 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $261,781 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $259,412 | StateLocalSecEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Book ValueBookValueAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|
| 1711 TRINITY LAND | $23,180 | $23,180 | |
| 1711 TRINITY BLDG | $339,730 | $252,983 | $86,747 |
| 1711 TRINITY BLDG | $7,750 | $5,769 | $1,981 |
| 1711 TRINITY BLDG | $100,746 | $76,100 | $24,646 |
| 1711 TRINITY BLDG | $997 | $784 | $213 |
| 1711 TRINITY BLDG | $94 | $76 | $18 |
| 1711 TRINITY BLDG | $206 | $161 | $45 |
| 1711 TRINITY BLDG | $346 | $271 | $75 |
| 1711 TRINITY SIGNS | $3,326 | $3,326 | |
| TEAMABILITY IMPRV | $5,883 | $4,707 | $1,176 |
| 5727 IH 10 LAND | $80,719 | $80,719 | |
| 5727 IH 10 BLDG | $238,184 | $193,654 | $44,530 |
| 410 BUILDING | $146,866 | $121,599 | $25,267 |
| 410 BLDG IMPROVMT | $13,553 | $11,233 | $2,320 |
| 410 LAND | $47,350 | $47,350 | |
| 410 BLDG IMPRV | $13,982 | $13,743 | $239 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | NOTE RECEIVABLE - DOWN SYND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $125,000 | BookValueAmt |
| EOYFMV | $125,000 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|
| FURNITURE | $1,084 | $1,084 |
| SONY CAMCORDER | $357 | $357 |
| KONICA COPIER | $6,850 | $6,850 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RAD INVESTMENTS INC | CategoryTxt |
| Legal Fees | $10,073 | LegalFeesAmt |
| Net Investment Income | $5,036 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,036 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PUBLIC SERVICE ANNOUNCEMENTS | $412,569 | $412,569 | |
| OFFICE/SUPPLIES | $3,282 | $3,282 | |
| MAINTENANCE EXPENSES | $11,096 | $11,096 | |
| MISCELLANEOUS | $822 | $822 | |
| EVENT EXPENSE | $62,192 | $62,192 | |
| BANK CHARGES | $137 | $137 | |
| EQUIPMENT RENTAL | $6,832 | $6,832 | |
| CONSULTING EXPENSES | $3,000 | $3,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TENANT DEPOSITS | Desc |
| EOY Book Value | $1,500 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROADWAY BANK | $11,800 | $11,800 | |
| OTHER | $41,079 | $41,079 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PROPERTY TAXES | $56,283 | $56,283 |
| EXCISE TAX | $405 |
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