HDS FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HDS FOUNDATION (EIN 46-4214116)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-14
- IRS object ID
- 201841659349100304
- Schema version
- 2017v2.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-14T11:26:18-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 810753316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Moore Truelove Pharis Meyers Marsh PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1331 | AddressLine1Txt |
| City | Vernon | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76385 | 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 | 464214116 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HDS Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HDSF | BusinessNameControlTxt |
| Phone | 8067950470 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7822 Orlando | AddressLine1Txt |
| City | Lubbock | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79423 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert D Snell | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8069280400 | PhoneNum |
| Signature | 2018-06-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John T Truelove | PreparerPersonNm |
| PTIN | P00158687 | PTIN |
| Phone | 9405525481 | PhoneNum |
| 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 | $6,188,214 | 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 | $5,750,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11,450 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,450 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $62,562 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,562 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $576 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $576 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $576 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,824,588 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $74,588 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,560 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,780 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,450 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,450 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,020 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,230 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $121,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $121,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $137,070 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,230 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $121,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,687,518 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $60,358 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $250,010 | CashBOYAmt |
| Cash EOY | $1,506,570 | CashEOYAmt |
| Cash EOYFMV | $1,506,570 | CashEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,930,338 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,182,753 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,229,453 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,225,631 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $270,104 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $272,197 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,063 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,063 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $250,010 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,937,528 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,188,214 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $250,010 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,937,528 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $250,010 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,937,528 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $250,010 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,937,528 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $250,010 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,687,518 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,937,528 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,937,528 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Capital Gains Dividends | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $576 | GrossSalesPriceAmt |
| Gain Or Loss | $576 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $576 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $576 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,271 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000097 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.100000 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Total Distribution | 0.100097 | TotalDistributionRt |
| Average Distribution | 0.025024 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,341,740 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $108,648 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $604 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $109,252 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $121,050 | 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 | $604 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $604 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $604 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,002 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,002 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $20 | EsPenaltyAmt |
| Overpayment | $378 | OverpaymentAmt |
| Applied To ES Tax | $378 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Donna Garcia | IndividualWithBooksNm |
| Phone | 8067950470 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7822 Orlando Ave | AddressLine1Txt |
| City | Lubbock | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert D Snell | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7822 Orlando Avenue | AddressLine1Txt |
| City | Lubbock | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President, Treasurer | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | To fund other 501(c)(3) organizations to further their charitable purposes. | Description1Txt |
| Expenses1 | $121,050 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,363,825 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,044,033 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,407,858 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,407,858 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,118 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,341,740 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $217,087 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $217,087 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $604 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $604 | TotalTaxAmt |
| Distributable Before Adj | $216,483 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $216,483 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $216,483 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $121,050 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $121,050 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $604 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $120,446 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $216,483 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $514 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $121,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $514 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $120,536 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $95,947 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CASA of the South Plains | |||||||
| Green Building 1215 Ave J 301 | Lubbock | TX | 79401 | None | Other public charity | To provide funds to further the charitable purposes of the entity. | $3,000 |
| Alcoholic Recovery Center Of Lubbock Inc | |||||||
| PO Box 1084 | Lubbock | TX | 79408 | None | Other public charity | To provide funds to further the charitable purposes of the entity. | $2,000 |
| All Saints Episcopal School | |||||||
| 3222 103rd | Lubbock | TX | 79423 | None | Other public charity | To provide funds to further the charitable purposes of the entity. | $1,000 |
| American Red Cross South Plains Regional Chapter | |||||||
| 2201 19th | Lubbock | TX | 79401 | None | Other public charity | To provide funds to further the charitable purposes of the entity. | $4,000 |
| Bill and Melinda Gates Foundation | |||||||
| PO Box 23350 | Seattle | WA | 98102 | None | Other public charity | To provide funds to further the charitable purposes of the entity. | $4,000 |
| Boy Scouts Of America South Plains Council | |||||||
| 30 Briercroft Office Park | Lubbock | TX | 79412 | None | Other public charity | To provide funds to further the charitable purposes of the entity. | $1,000 |
| Boys & Girls Club Of Vernon | |||||||
| 2015 Yamparika St | Vernon | TX | 76384 | None | Other public charity | To provide funds to further the charitable purposes of the entity. | $3,000 |
| Buckner Children's Home | |||||||
| 129 Brentwood Ave | Lubbock | TX | 79416 | None | Other public charity | To provide funds to further the charitable purposes of the entity. | $4,000 |
| Children's Home Of Lubbock | |||||||
| PO Box 2824 | Lubbock | TX | 79408 | None | Other public charity | To provide funds to further the charitable purposes of the entity. | $1,000 |
| Community Foundation Of West Texas | |||||||
| 6102 82nd St 8b | Lubbock | TX | 79424 | None | Other public charity | To provide funds to further the charitable purposes of the entity. | $1,000 |
| Duke - Iron Dukes | |||||||
| PO Box 90542 | Durham | NC | 27708 | None | Other public charity | To provide funds to further the charitable purposes of the entity. | $1,000 |
| Duke - Washington Club | |||||||
| 2127 Campus Dr PO Box 90600 | Durham | NC | 27708 | None | Other public charity | To provide funds to further the charitable purposes of the entity. | $1,000 |
| First Baptist Church - Lubbock | |||||||
| 2201 Broadway | Lubbock | TX | 79401 | None | Other public charity | To provide funds to further the charitable purposes of the entity. | $10,000 |
| First Baptist Church - Muleshoe | |||||||
| 2201 Broadway | Lubbock | TX | 79401 | None | Other public charity | To provide funds to further the charitable purposes of the entity. | $2,000 |
| Hospice Of Lubbock | |||||||
| PO Box 16800 | Lubbock | TX | 79490 | None | Other public charity | To provide funds to further the charitable purposes of the entity. | $4,000 |
| LeTourneau University | |||||||
| PO Box 7333 | Longview | TX | 75607 | None | Other public charity | To provide funds to further the charitable purposes of the entity. | $1,000 |
| Lubbock Area United Way | |||||||
| 1655 Mail Street Suite 101 | Lubbock | TX | 79401 | None | Other public charity | To provide funds to further the charitable purposes of the entity. | $5,000 |
| Lubbock Boys & Girls Club | |||||||
| 3221 59th | Lubbock | TX | 79413 | None | Other public charity | To provide funds to further the charitable purposes of the entity. | $1,000 |
| Lubbock Habitat for Humanity | |||||||
| PO Box 209 | Lubbock | TX | 79408 | None | Other public charity | To provide funds to further the charitable purposes of the entity. | $2,000 |
| Meals On Wheels - Dallas | |||||||
| 1440 W Mockingbird Ln | Dallas | TX | 75247 | None | Other public charity | To provide funds to further the charitable purposes of the entity. | $4,000 |
| National Windmill Project Inc dba American Wind Power Center | |||||||
| 1701 Canyon Lake Drive | Lubbock | TX | 79403 | None | Other public charity | To provide funds to further the charitable purposes of the entity. | $2,000 |
| North Texas Food Bank | |||||||
| 4500 S Cockrell Hill Rd | Dallas | TX | 75236 | None | Other public charity | To provide funds to further the charitable purposes of the entity. | $4,000 |
| Parkridge Pregnancy Medical Clinic Of Lubbock | |||||||
| 5203 79th Street Suite A | Lubbock | TX | 79424 | None | Other public charity | To provide funds to further the charitable purposes of the entity. | $10,000 |
| RMHC of the Southwest Attn Phyllis Jones | |||||||
| 3413 10th St | Lubbock | TX | 79415 | None | Other public charity | To provide funds to further the charitable purposes of the entity. | $3,000 |
| Ronald McDonald House Of Dallas - Attn Bailey Kafer | |||||||
| 4707 Bengal St | Dallas | TX | 75235 | None | Other public charity | To provide funds to further the charitable purposes of the entity. | $4,000 |
| Salvation Army | |||||||
| PO Box 2785 | Lubbock | TX | 79408 | None | Other public charity | To provide funds to further the charitable purposes of the entity. | $10,000 |
| South Plains College | |||||||
| 1401 S College Ave | Levelland | TX | 79336 | None | Other public charity | To provide funds to further the charitable purposes of the entity. | $4,000 |
| South Plains Food Bank | |||||||
| 5605 MLK Jr Blvd | Lubbock | TX | 79404 | None | Other public charity | To provide funds to further the charitable purposes of the entity. | $4,000 |
| Texas Boys Ranch | |||||||
| PO Box 5665 | Lubbock | TX | 79408 | None | Other public charity | To provide funds to further the charitable purposes of the entity. | $1,000 |
| Texas Tech Alumni Association | |||||||
| PO Box 45001 | Lubbock | TX | 79409 | None | Other public charity | To provide funds to further the charitable purposes of the entity. | $500 |
| Texas Tech Foundation Inc Chancellor's Council Firends of the Libraries | |||||||
| Box 41081 | Lubbock | TX | 79409 | None | Other public charity | To provide funds to further the charitable purposes of the entity. | $500 |
| Texas Tech Foundation Inc Chancellor's Council | |||||||
| Box 41081 | Lubbock | TX | 79409 | None | Other public charity | To provide funds to further the charitable purposes of the entity. | $1,000 |
| Texas Tech Red Raider Club | |||||||
| PO Box 45055 | Lubbock | TX | 79409 | None | Other public charity | To provide funds to further the charitable purposes of the entity. | $5,000 |
| Texas Tech University Public Media KTTZ-TV | |||||||
| Box 42161 | Lubbock | TX | 79409 | None | Other public charity | To provide funds to further the charitable purposes of the entity. | $250 |
| Volunteer Services Council of Lubbock State Supported Living Center | |||||||
| PO Box 5396 | Lubbock | TX | 79408 | None | Other public charity | To provide funds to further the charitable purposes of the entity. | $1,000 |
| Wayland Baptist University | |||||||
| 801 North Quaker Ave | Lubbock | TX | 79416 | None | Other public charity | To provide funds to further the charitable purposes of the entity. | $3,000 |
| New Home Acadamy PTO | |||||||
| 16302 Loop 493 | Lubbock | TX | 79423 | None | Other public charity | To provide funds to further the charitable purposes of the entity. | $6,000 |
| Goodfellows | |||||||
| PO Box 491 | Lubbock | TX | 79408 | None | Other public charity | To provide funds to further the charitable purposes of the entity. | $1,000 |
| Meals on Wheels | |||||||
| 2304 34th St | Lubbock | TX | 79411 | None | Other public charity | To provide funds to further the charitable purposes of the entity. | $4,000 |
| Shriner's Hospital for Children | |||||||
| 6977 Main St | Houston | TX | 77030 | None | Other public charity | To provide funds to further the charitable purposes of the entity. | $1,000 |
| Hub of the Plains | |||||||
| 3808 34th St | Lubbock | TX | 79410 | None | Other public charity | To provide funds to further the charitable purposes of the entity. | $500 |
| Lubbock Caprock Convention AA | |||||||
| 3201 S Loop 289 | Lubbock | TX | 79404 | None | Other public charity | To provide funds to further the charitable purposes of the entity. | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $121,050 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11,450 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $62,562 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $576 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $74,588 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $74,588 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | Investment income used to provide the organization with funds to make gifts and bequests to other 501 (c)(3) organizations |
| 4 | Ivestment income used to provide the organization with funds to make gifts and bequests to other 501 (c)(3) organizations |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
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 | Robert Snell | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7822 Orlando Avenue | AddressLine1Txt |
| City | Lubbock | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,750,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $3,560 | Amt |
| Net Investment Income | $1,780 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Taxable Bond Funds | BondNm |
| EOY Book Value | $1,229,453 | EOYBookValueAmt |
| EOYFMV | $1,225,631 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Exchange Traded Funds | StockNm |
| EOY Book Value | $2,930,338 | EOYBookValueAmt |
| EOYFMV | $3,182,753 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | John Hancock Alternative Assets | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $270,104 | BookValueAmt |
| EOYFMV | $272,197 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Dividends Receibable | $0 | $954 | $954 |
| Interest Receivable | $0 | $109 | $109 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Rounding | Desc |
| Revenue And Expenses Per Books | $10 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Fiduciary Fees | CategoryTxt |
| Amt | $12,450 | Amt |
| Net Investment Income | $12,450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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