RUSHING FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- RUSHING FAMILY FOUNDATION INC (EIN 75-2596401)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201831349349102943
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T13:46:03-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751226156 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCMAHON VINSON BENNETT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7822 ORLANDO AVE | AddressLine1Txt |
| City | LUBBOCK | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 794231942 | 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 | 752596401 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUSHING FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUSH | BusinessNameControlTxt |
| Phone | 8067487310 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2737 82ND STREET | AddressLine1Txt |
| City | LUBBOCK | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79423 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DON RUSHING | PersonNm |
| Person Title | PRES | PersonTitleTxt |
| Phone | 8067487310 | PhoneNum |
| Signature | 2018-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRYAN C BENNETT | PreparerPersonNm |
| PTIN | P00426599 | PTIN |
| Phone | 8067950470 | PhoneNum |
| Preparation | 2018-05-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,059,970 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $25,017 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25,017 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $25,017 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $50,983 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,983 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $50,983 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $92,935 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $92,935 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $92,935 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $43,973 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,039,790 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,372,622 | GrossSalesPriceAmt |
| Total Rev And Expnss | $1,208,725 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $168,935 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $168,935 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $999 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $999 | AccountingFeesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $19,680 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $19,680 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $19,680 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $29,282 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $29,282 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $29,282 | OccupancyAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $49,961 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,961 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $48,962 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $252,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $252,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $302,761 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,961 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $48,962 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $252,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $905,964 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $118,974 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $119,973 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$195,733 | CashBOYAmt |
| Cash EOY | $37,520 | CashEOYAmt |
| Cash EOYFMV | $37,519 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,816,649 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $512,832 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $512,832 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $67,661 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $212,645 | CorporateStockBOYAmt |
| Corporate Stock EOY | $180,560 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,353,417 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,075,620 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,132,743 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,156,202 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,455,751 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,354 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $414,569 | LandBOYAmt |
| Land EOY | $2,433,397 | LandEOYAmt |
| Total Assets BOY | $3,391,411 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,297,052 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,059,970 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $323 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $323 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,391,088 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,297,052 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,391,088 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,297,052 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,391,411 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,297,052 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,391,088 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $905,964 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,297,052 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,297,052 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $313,327 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,297,051 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.072917 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $305,220 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,314,804 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048334 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $189,760 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,320,289 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.030024 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $190,217 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,775,926 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.028072 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $120,521 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,808,061 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042920 | DistributionYr5Rt |
| Total Distribution | 0.222267 | TotalDistributionRt |
| Average Distribution | 0.044453 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,190 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,190 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $252,800 | 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 | $1,190 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,190 | SubtotalAmt |
| Tax Based On Investment Income | $1,190 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $121 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $121 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $31 | EsPenaltyAmt |
| Tax Due | $1,100 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 | DAWN@LUBBOCKLEASE.COM | WebsiteAddressTxt |
| Individual With Books | TED RUSHING | IndividualWithBooksNm |
| Phone | 8067487310 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2737 82ND STREET | AddressLine1Txt |
| City | LUBBOCK | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79423 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| TED RUSHING | ||||||||
| 2737 82ND | LUBBOCK | TX | 794231429 | VICE PRES | 000.00 | $0 | $0 | $0 |
| DON RUSHING | ||||||||
| 2737 82ND | LUBBOCK | TX | 794231429 | PRES | 000.00 | $0 | $0 | $0 |
| ROSS RUSHING | ||||||||
| 2737 82ND | LUBBOCK | TX | 794231429 | SEC/TREAS | 000.00 | $0 | $0 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | UNIVERSITY MEDICAL CENTER | Description1Txt |
| Description2 | ALL SAINTS | Description2Txt |
| Description3 | WOMENS PROTECTIVE SERVICES | Description3Txt |
| Description4 | YWCA | Description4Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $1,190 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,190 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $252,800 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $252,800 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,190 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $251,610 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $191,705 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $314,750 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $506,455 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $252,800 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $252,800 | RemainingDistriFromCorpusAmt |
| Total Corpus | $759,255 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $759,255 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $191,705 | ExcessFromYear4Amt |
| Excess From Year1 | $314,750 | ExcessFromYear1Amt |
| Excess From Current Year | $252,800 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RUSHING FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2737 82ND STREET | AddressLine1Txt |
| City | LUBBOCK | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8067487310 | RecipientPhoneNum |
| Form And Info And Materials | REQUEST BY LETTER INCLUDE CURRENT BUDGET MISSION STATEMENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | AUGUST 31ST | SubmissionDeadlinesTxt |
| Restrictions On Awards | BASED ON THE MERITS OF THE APPLICATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| RUIDOSO CHAPEL | ||||||
| 26225 US-70 | RUIDOSO DOWNS | NM | 88346 | NONE | NEW BUILDING | $20,000 |
| TEXAS TECH UNIVERSITY FOU | ||||||
| BOX 41081 | LUBBOCK | TX | 79409 | NONE | UNIVERSITY SCHOLARSHIPS | $3,000 |
| SUSAN G KOMEN FOR CURE | ||||||
| 7412 UNIVERITY AVE 2 | LUBBOCK | TX | 79423 | NONE | BREAST CANCER CURE | $7,500 |
| PECOS CANYON FIRE & RESCUE | ||||||
| PO BOX C-2 | TERRERO | NM | 87573 | NONE | FIRE FIGHTING | $3,000 |
| AMERICAN DIABETES ASSN | ||||||
| 8008 SLIDE RD 12 | LUBBOCK | TX | 79424 | NONE | RESEARCH DIABETIS | $1,000 |
| UPPER PECOS WATERSHED ASS | ||||||
| PO BOX 489 | PECOS | NM | 87552 | NONE | IMPROVE WATER PROGRAMS | $1,000 |
| MUSTARD SEEDS MINISTRY | ||||||
| PO BOX 1555 | SHALLOWATER | TX | 79363 | NONE | MINISTRY | $2,000 |
| RED RAIDER CLUB | ||||||
| PO BOX 43031 | LUBBOCK | TX | 79409 | NONE | ATHLETIC PROGRAM | $25,000 |
| ALL SAINTS | ||||||
| 3222 103RD ST | LUBBOCK | TX | 79409 | NONE | EDUCATION | $16,900 |
| TEXAS SCOTTISH RITES | ||||||
| 2222 WELBORN ST | DALLAS | TX | 75219 | NONE | HOSPITAL | $2,400 |
| SALVATION ARMY | ||||||
| PO BOX 2785 | LUBBOCK | TX | 79408 | NONE | RELIGIOUS | $2,000 |
| WOMENS PROTECTIVE SERVICES | ||||||
| PO BOX 54089 | LUBBOCK | TX | 79453 | NONE | WOMENS SHELTER | $10,000 |
| UMC FAMILY FOUNDATION | ||||||
| 602 INDIANA | LUBBOCK | TX | 79415 | NONE | MEDICAL | $80,000 |
| BOYS & GIRLS CLUB LUBBOCK | ||||||
| 3221 59TH | LUBBOCK | TX | 79413 | NONE | MIDDLE SCHOOL PROJECT | $50,000 |
| MARCH OF DIMES | ||||||
| 2801 26TH STE 300 | LUBBOCK | TX | 79410 | NONE | BIRTH DEFECTS | $7,500 |
| PRADER-WILLI SYNDROME RESEARCH | ||||||
| PO BOX 100386 | GAINSVILLE | FL | 32610 | NONE | RESEARCH | $2,000 |
| BAILEY FINCHER FOUNDATION | ||||||
| 915 VERANDA DEL VALLE | EL PASO | TX | 79932 | NONE | RESEARCH | $5,000 |
| OTHER | ||||||
| LUBBOCK TX | LUBBOCK | TX | 79401 | NONE | OTHER | $14,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $252,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $25,017 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $50,983 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $43,973 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,039,790 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,159,763 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,159,763 | 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 | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $999 | Amt |
| Net Investment Income | $999 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| 34TH STREET SOUTHLAND | 2000-12-31 | $45,265 | $18,618 | S/L | 39.0000 | $1,161 | $1,161 | $1,161 |
| VOLUME SHOE-BAY CITY | 2000-12-31 | $1 | $1 | S/L | 39.0000 | |||
| VOLUME SHOE-BROWNSVILLE | 2000-12-31 | $1 | $1 | S/L | 39.0000 | |||
| RADIOSHACK BUILDING | 2001-12-15 | $710,646 | $274,085 | S/L | 39.0000 | $15,944 | $15,944 | $15,944 |
| WENDYS MILWAUKEE | 2017-12-07 | $2,410,486 | S/L | 39.0000 | $2,575 | $2,575 | $2,575 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|---|---|---|---|
| VOLUME SHOE-BAY CITY | 2000-12 | PURCHASE | 2017-10 | $290,000 | $1 | $19,919 | $270,081 | $1 |
| VOLUME SHOE-BROWNSVILLE | 2000-12 | PURCHASE | 2017-09 | $280,000 | $1 | $56,591 | $223,409 | $1 |
| RADIOSHACK BUILDING | 2001-12 | PURCHASE | 2017-11 | $625,000 | $710,646 | $38,500 | $165,883 | $290,029 |
| PLAINS CAPITAL | PURCHASE | $2,707,525 | $2,693,916 | $13,609 | ||||
| PLAINS CAPITAL | PURCHASE | $83,431 | $71,203 | $12,228 | ||||
| HILLTOP STOCK | 2003-12 | PURCHASE | 2017-11 | $386,666 | $32,086 | $354,580 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | HILLTOP HOLDINGS INC | StockNm |
| EOY Book Value | $180,560 | EOYBookValueAmt |
| EOYFMV | $2,353,417 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PLAINSCAPITAL WEALTH MANAGE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,132,743 | BookValueAmt |
| EOYFMV | $1,156,202 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| SOUTHWEST 7/11 | $2,455,751 | $22,354 | $2,433,397 |
| RADIOSHACK | |||
| VOLUME SHOE BAY CITY | |||
| VOLUME SHOE BROWNSVILLE |
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