GORDON HARTMAN FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GORDON HARTMAN FOUNDATION (EIN 20-3537281)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2018-01-02
- IRS object ID
- 201830089349100153
- Schema version
- 2016v3.1
- 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
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-01-02T14:45:14-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
| Disaster Relief | TX-HURRICANE HARVEY | DisasterReliefTxt |
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 | 2016-01-01 | 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 | GORD | 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 | 2017-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Janet Stigent-Burns | PreparerPersonNm |
| PTIN | P00439587 | PTIN |
| Phone | 2103428000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 162.249.80.1 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 70263520180085000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-01-02 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9ACF186BF0BBD2C82D3AD1825CE9119B5377105E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1FE9D75C115638E7C648D30937CF04195BAC8D9B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,955,232 | 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 | $2,232,252 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $91,015 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $91,015 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $67,940 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $67,940 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$6,154 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$31,476 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,596,009 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,359,731 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $158,955 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $3,096 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,548 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,548 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,220 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,611 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,609 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $57,753 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,753 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $47,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $51,988 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $49,762 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $22,382 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $22,382 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Printing And Pub Rev And Expnss | $1,190 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $1,190 | PrintingAndPubNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $243,906 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,600 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $240,306 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $385,535 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $91,846 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $291,463 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $907,587 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $907,587 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,293,122 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $91,846 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,199,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,066,609 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $67,109 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,046 | CashBOYAmt |
| Cash EOY | $49,624 | CashEOYAmt |
| Cash EOYFMV | $49,622 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,502,678 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,291,458 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,291,458 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,131 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $405 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $405 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $735,538 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $5,291,020 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,302,687 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,286,878 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,008,930 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $168,199 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $863,113 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $840,731 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $913,119 | LandBldgInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,291 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,291 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $162,219 | OtherAssetsBOYAmt |
| Other Assets EOY | $167,449 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,413,750 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,560,745 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,652,354 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,955,232 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $26,500 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $1,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $10,559,245 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,625,854 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,559,245 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,625,854 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,560,745 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,652,354 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,559,245 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,066,609 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,625,854 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,625,854 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITY | PropertyDesc |
| Gross Sales Price | $3,596,009 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,627,485 | CostOrOtherBasisAmt |
| Gain Or Loss | -$31,476 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$31,476 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$31,476 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,337,457 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,683,793 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.114471 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $969,005 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,367,676 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.085242 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,115,702 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,257,569 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.108769 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $937,677 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,614,125 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.088342 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $868,750 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,014,567 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.078873 | DistributionYr5Rt |
| Total Distribution | 0.475697 | TotalDistributionRt |
| Average Distribution | 0.095139 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,205,963 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,066,124 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $671 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,066,795 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,199,050 | 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 | $671 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $671 | SubtotalAmt |
| Tax Based On Investment Income | $671 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,076 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,076 | TotalPaymentsAndCreditsAmt |
| Overpayment | $405 | OverpaymentAmt |
| Applied To ES Tax | $405 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| 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 | $240,611 | 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 | $7,141,659 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,900,930 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,334,023 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,376,612 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,376,612 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $170,649 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,205,963 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $560,298 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $560,298 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $671 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $671 | TotalTaxAmt |
| Distributable Before Adj | $559,627 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $559,627 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $559,627 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,199,050 | 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 | $1,199,050 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $671 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,198,379 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $559,627 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $323,406 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $411,049 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $606,314 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $403,367 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $755,377 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,499,513 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,199,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $559,627 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $639,423 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,138,936 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $323,406 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,815,530 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $411,049 | ExcessFromYear4Amt |
| Excess From Year3 | $606,314 | ExcessFromYear3Amt |
| Excess From Year2 | $403,367 | ExcessFromYear2Amt |
| Excess From Year1 | $755,377 | ExcessFromYear1Amt |
| Excess From Current Year | $639,423 | 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 (77 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ANY BABY CAN | ||||||||
| 217 HOWARD STREET | SAN ANTONIO | TX | 78212 | NONE | PC | LUNCHEON SPONSORSHIP 2016 GRANT AWARD | $20,000 | |
| UNICORN CENTERS INC | ||||||||
| 4630 HAMILTON WOLFE ROAD | SAN ANTONIO | TX | 78229 | NONE | PC | 2016 GRANT AWARD SUPPORT EMPLOYMENT LUNCHEON | $20,000 | |
| CHILDREN'S ASSOCIATION FOR MAXIMUM POTENTIAL | ||||||||
| 2525 LADD ST BLDG 3850 | LACKLAND AFB | TX | 78236 | NONE | PC | 2016 GRANT AWARD GALA SPONSORSHIP | $40,000 | |
| SAN ANTONIO FOOD BANK | ||||||||
| 5200 OLD HWY 90 WEST | SAN ANTONIO | TX | 78227 | NONE | PC | 2016 harvest of hope | $29,000 | |
| CAMP ARANZAZU | ||||||||
| 5420 FM 1781 | ROCKPORT | TX | 78382 | NONE | PC | 2016 GRANT AWARD | $10,000 | |
| PROJECT MEND | ||||||||
| 1201 AUSTIN ST | SAN ANTONIO | TX | 78208 | NONE | PC | 2016 GRANT AWARD TOAST OF THE TOWN SPONSORSHIP | $22,500 | |
| CLARITY CHILD GUIDANCE CENTER | ||||||||
| 8535 TOM SLICK DR | SAN ANTONIO | TX | 78229 | NONE | PC | 2016 grant award | $10,000 | |
| GUIDE DOGS OF TEXAS | ||||||||
| 1503 ALLENA DR | SAN ANTONIO | TX | 78213 | NONE | PC | 2016 GRANT AWARD | $10,000 | |
| SAN ANTONIO CLUBHOUSE INC | ||||||||
| 445 RECOLETA RD | SAN ANTONIO | TX | 78216 | NONE | PC | 2016 GRANT AWARD | $20,000 | |
| SUNSHINE COTTAGE SCHOOL | ||||||||
| 603 E HILDEBRAND AVE | SAN ANTONIO | TX | 78212 | NONE | PC | 2016 GRANT AWARD | $10,500 | |
| AUTISM COMMUNITY NETWORK | ||||||||
| 4242 WOODCOCK DR | SAN ANTONIO | TX | 78228 | NONE | PC | 2016 GRANT AWARD LUNCHEON SPONSORSHIP | $20,000 | SUITE 101 |
| THE ACADEMY AT MORGAN'S WONDERLAND | ||||||||
| 5223 DAVID EDWARDS DR | SAN ANTONIO | TX | 78233 | NONE | PC | TAP GRANT HAND IN HAND SPONSORSHIP | $18,240 | |
| THE TEXAS RAMP PROJECT | ||||||||
| P O BOX 832065 | RICHARDSON | TX | 78083 | NONE | PC | 2016 GRANT AWARD | $10,000 | |
| TRIPLE H EQUITHERAPY CENTER | ||||||||
| 791 BACKHAUS RD | PIPECREEK | TX | 78063 | NONE | PC | 2016 grant award | $2,500 | |
| CENTER FOR INDEPENDENT LIVING | ||||||||
| 10500 NACOGDOCHES RD | SAN ANTONIO | TX | 78217 | N/A | PC | 2016 grant award | $25,000 | |
| DREAM FACTORY SAN ANTONIO | ||||||||
| 1533 AUSTIN HWY STE 102 | SAN ANTONIO | TX | 78230 | N/A | PC | 2016 grant award | $20,000 | |
| SAN ANTONIO LIGHTHOUSE FOR THE BLIND | ||||||||
| 2305 ROOSEVELT AVE | SAN ANTONIO | TX | 78210 | N/A | PC | 2016 grant award | $15,000 | |
| SPINA BIFIDA ASSOC OF TEXAS | ||||||||
| 1550 NE INTERSTATE 410 LOOP 224 | SAN ANTONIO | TX | 78209 | N/A | PC | 2016 grant award | $5,000 | |
| TEXAS LIONS CLUB | ||||||||
| 4100 SAN ANTONIO HWY | SAN ANTONIO | TX | 78028 | N/A | PC | 2016 grant award | $15,000 | |
| AID THE SILENT | ||||||||
| 34910 IH 10W 701 | BOERNE | TX | 78006 | N/A | PC | 2016 GRANT AWARD | $1,000 | |
| ALS ASSOCIATION TEXAS CHAPTER | ||||||||
| 8600 WURZBACH ROAD STE 700 | SAN ANTONIO | TX | 78240 | N/A | PC | 2016 GRANT AWARD | $15,000 | |
| AMERICAN SUNRISE | ||||||||
| 2007 W COMMERCE | SAN ANTONIO | TX | 78207 | N/A | PC | 2016 GRANT AWARD | $5,000 | |
| A-T CHILDRENS PROJECT | ||||||||
| 5300 W HILLSBORO BLVD STE 105 | COCONUT CREEK | FL | 33073 | N/A | PC | 2016 GRANT AWARD | $2,500 | |
| BRIGHTON CENTER | ||||||||
| 14207 HIGGINS ROAD | SAN ANTONIO | TX | 78217 | N/A | PC | 2016 GRANT AWARD | $1,500 | |
| CLARITY CHILD GUIDANCE CENTER | ||||||||
| 8535 TOM SLICK DR | SAN ANTONIO | TX | 78229 | N/A | PC | 2016 GRANT AWARD | $5,000 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 6800 PARK 10 BLVD 131 | SAN ANTONIO | TX | 78213 | N/A | PC | 2016 GRANT AWARD | $5,000 | |
| DOWN SYNDROME ASSOCIATION | ||||||||
| 2800 n w interstate 410 | SAN ANTONIO | TX | 78230 | N/A | PC | 2016 GRANT AWARD | $20,000 | |
| EVA'S HEROES | ||||||||
| 11107 WURZBACH ROAD STE 203 | SAN ANTONIO | TX | 78230 | N/A | PC | 2016 GRANT AWARD | $10,000 | |
| FRAGILE X ALLIANCE | ||||||||
| 9431 KEEGANS WOODS | SAN ANTONIO | TX | 78254 | N/A | PC | 2016 GRANT AWARD | $7,500 | |
| GRIDIRON HEROES | ||||||||
| PO BOX 507 | SHERTZ | TX | 78154 | N/A | PC | 2016 GRANT AWARD | $2,500 | |
| INNER CITY DEVELOPEMENT | ||||||||
| 1300 CHIHUAHUA ST | SAN ANTONIO | TX | 78207 | N/A | PC | 2016 GRANT AWARD | $50,000 | |
| MARCH OF DIMES | ||||||||
| 7400 BLANCO ROAD STE 400 | SAN ANTONIO | TX | 78216 | N/A | PC | 2016 GRANT AWARD | $5,000 | |
| NAMI SA | ||||||||
| 510 BELKNAP ST ROOM 224 | SAN ANTONIO | TX | 78212 | N/A | PC | 2016 GRANT AWARD | $10,000 | |
| NORTH EAST EDUCATIONAL FOUNDATION | ||||||||
| 8961 TESORO DRIVE ST 605 | SAN ANTONIO | TX | 78217 | N/A | PC | 2016 GRANT AWARD | $2,500 | |
| PEDIATRIC BRAIN TUMOR FOUNDATION | ||||||||
| 302 RIDGEFIELD COURT | ASHEVILL | NC | 28806 | N/A | PC | 2016 GRANT AWARD | $7,500 | |
| PKD FOUNDATION | ||||||||
| 8330 WARD PARKWAY STE 510 | KANSAS CITY | MO | 64114 | N/A | PC | 2016 GRANT AWARD | $5,000 | |
| REACHING MAXIMUM INDEPENDENCE | ||||||||
| 6336 MONTGOMERY DRIVE | WINDCREST | TX | 78239 | N/A | PC | 2016 GRANT AWARD | $5,000 | |
| RESPITE CARE OF SAN ANTONIO | ||||||||
| 605 BELKNAP PLACE | SAN ANTONIO | TX | 78212 | N/A | PC | 2016 GRANT AWARD | $15,000 | |
| SAN ANTONIO HUMANE SOCIETY | ||||||||
| 4804 FREDERICKSBURG ROAD | SAN ANTONIO | TX | 78229 | N/A | PC | 2016 GRANT AWARD | $5,000 | |
| SAN ANTONIO SPORTS | ||||||||
| PO BOX 830386 | SAN ANTONIO | TX | 78283 | N/A | PC | 2016 GRANT AWARD | $3,000 | |
| ST BALDRICK'S FOUNDATION | ||||||||
| 1333 S MAYFLOWER AVE STE 400 | MONROVIA | CA | 91016 | N/A | PC | 2016 GRANT AWARD | $7,500 | |
| TEAMABILITY | ||||||||
| 1711 N TRINITY | SAN ANTONIO | TX | 78201 | N/A | PC | 2016 GRANT AWARD | $65,000 | |
| TEED OFF AT CANCER | ||||||||
| 27726 LAUREL BLOOM | SAN ANTONIO | TX | 78260 | N/A | PC | 2016 GRANT AWARD | $10,000 | |
| THE ARC OF SAN ANTONIO | ||||||||
| 13430 WEST AVENUE | SAN ANTONIO | TX | 78216 | N/A | PC | 2016 GRANT AWARD | $50,000 | |
| THE WILL SMITH FOUDNATION | ||||||||
| 1880 CENTURY PARK E STE 1600 | LOS ANGELES | CA | 90067 | N/A | PC | 2016 GRANT AWARD | $10,000 | |
| TRANSPLANTS FOR CHILDREN | ||||||||
| 7550 W IH 10 STE 104 | SAN ANTONIO | TX | 78229 | N/A | PC | 2016 GRANT AWARD | $5,000 | |
| TRIPLE H EQUITHERAPY CENTER | ||||||||
| 791 BACKHAUS RD | PIPECREEK | TX | 78063 | N/A | PC | 2016 GRANT AWARD | $1,500 | |
| WINGS | ||||||||
| 7500 HIGHWAY 90 WEST BUILDING 2 STE | SAN ANTONIO | TX | 78227 | N/A | PC | 2016 GRANT AWARD | $12,500 | |
| YMCA OF GREATER SAN ANTONIO | ||||||||
| 231 RHAPSODY | SAN ANTONIO | TX | 78216 | N/A | PC | 2016 GRANT AWARD | $1,500 | |
| A HOME FOR HAITI | ||||||||
| 2201 BROADWAY ST | SAN ANTONIO | TX | 78215 | N/A | PC | REQUEST FROM STEVE SPRIESTER | $500 | |
| ALAMO COUNCIL OF THE BLIND | ||||||||
| 9639 ORCHID MEADOWS | SAN ANTONIO | TX | 78250 | N/A | PC | MEMBER PICNIC @ MWL | $750 | |
| BLESSED SACRAMENT ACADEMY | ||||||||
| 1135 MISSION RD | SAN ANTONIO | TX | 78210 | N/A | PC | PARENTS ACADEMY | $1,000 | |
| CHILDREN'S BEREAVEMENT CENTER | ||||||||
| 205 W OLMOS DR 101 | SAN ANTONIO | TX | 78212 | N/A | PC | LUNCHEON SPONSORSHIP | $3,500 | |
| CHILDREN'S REHABILITATION INSTITUTE OF TELETON | ||||||||
| 10839 QUARRY PARK | SAN ANTONIO | TX | 78233 | N/A | PC | GALA SPONSORSHIP | $10,000 | |
| CHILDSAFE | ||||||||
| 7130 US 90 | SAN ANTONIO | TX | 78227 | N/A | PC | 2016 DONATION | $5,000 | |
| EAGLES FLIGHT | ||||||||
| 26520 FIRE DANCE | BOERNE | TX | 78006 | N/A | PC | FUNERAL FOR ABANDONED INFANT | $2,725 | |
| HEARTGIFT SAN ANTONIO | ||||||||
| 8015 SHOAL CREEK BLVD 207 | AUSTIN | TX | 78757 | N/A | PC | GOLF TOURNAMENT SPONSORSHIP | $5,000 | |
| JUNIOR ACHIEVEMENT OF SE TEXAS | ||||||||
| 403 E RAMSEY RD 201 | SAN ANTONIO | TX | 78216 | N/A | PC | HALL OF FAME DINNER SPONSORSHIP | $3,750 | |
| KINETIC KIDS | ||||||||
| PO BOX 690993 | SAN ANTONIO | TX | 78269 | N/A | PC | HOOTENANNY UNDERWRITING | $1,500 | |
| NATIONAL JEWISH HEALTH | ||||||||
| 1400 JACKSON ST | DENVER | CO | 80206 | N/A | PC | 2016 SA HUMANITATION | $10,000 | |
| OLAGUE ELECTRIC LLC | ||||||||
| 4822 CASA ORO ST | SAN ANTONIO | TX | 78233 | N//A | PC | 2016 CONTRIBUTION | $1,995 | |
| PREVENT BLINDNESS TEXAS | ||||||||
| 1600 NE INTERSTATE 410 LP 125 | SAN ANTONIO | TX | 78209 | N/A | PC | 4TH ANNUAL MARDI GRAS BALL | $2,500 | |
| PROJECT ANGEL FARES | ||||||||
| 10731 IH 35 N | SAN ANTONIO | TX | 78233 | N/A | PC | GOLF SPONSORSHIP | $1,000 | |
| RAUL JIMENEZ THANKSGIVING DINNER | ||||||||
| 8500 JONES MALTSBERGER RD | SAN ANTONIO | TX | 78216 | N/A | PC | DINNER SPONSORSHIP | $10,000 | |
| SA MILITARY ORDER OF THE PURPLE HEART | ||||||||
| 4211 SWEET SAND | SAN ANTONIO | TX | 78253 | N/A | PC | IN HONOR OF PEREZ'S FATHER | $500 | |
| SACRED HEART SOUTHERN MISSIONS | ||||||||
| 6050 HIGHWAY 161 N | WALLS | MS | 38686 | N/A | PC | DONATION IN MEMORY OF TONY MORROW | $250 | |
| SAN ANTONIO INDEPENDENT LIVING | ||||||||
| 1028 S ALAMO ST A | SAN ANTONIO | TX | 78210 | N/A | PC | ada celebration/casino night | $5,500 | |
| SAN ANTONIO YOUTH LITERACY | ||||||||
| 1616 E COMMERCE ST | SAN ANTONIO | TX | 78205 | N/A | PC | LUNCHEON SPONSORSHIP | $2,500 | |
| SLEW INC | ||||||||
| 12525 NACIGDOCHES RD 104 | SAN ANTONIO | TX | 78205 | N/A | PC | LUNCHEON SPONSORSHIP | $2,500 | |
| SPECIAL REACH | ||||||||
| 25035 MCBRIDE DR | SAN ANTONIO | TX | 78255 | N/A | PC | CASINO NIGHT | $10,000 | |
| TEXAS BUSINESS HALL OF FAME | ||||||||
| 4550 POST OAK PL DR 342 | HOUSTON | TX | 77027 | N/A | PC | INDUCTION DINNER SPONSORSHIP | $25,000 | |
| THE CENTER FOR HEALTH CARE | ||||||||
| 3031 W INTERSTATE 10 | SAN ANTONIO | TX | 78201 | N/A | PC | 50TH ANNIVERSARY LUNCHEON | $25,000 | |
| THE CHILDREN'S SHELTER | ||||||||
| 2939 W WOODLAWN AVE | SAN ANTONIO | TX | 78201 | N/A | PC | CHRISTMAS CARNIVAL | $5,000 | |
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 1218 ARION PKWY 102 | SAN ANTONIO | TX | 78216 | N/A | PC | LIGHT THE NIGHT WALK | $10,000 | |
| SOAR | ||||||||
| 5223 DAVID EDWARDS DRIVE | SAN ANTONIO | TX | 78233 | N/A | PC | SPORTS OUTDOOR AND REACREATION CONTRIBUTION | $78,377 | |
| UNITED WAY OF SA & BEXAR CO | ||||||||
| 700 S ALAMO ST | SAN ANTONIO | TX | 78205 | N/A | PC | CAMPAIGN PLEDGE | $5,000 | |
| WEST AVENUE COMPASSION | ||||||||
| 10715 WEST AVE | SAN ANTONIO | TX | 78205 | N/A | PC | NEW ANNEX DONATION | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $907,587 | 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 | $91,015 | 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 | -$6,154 | 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 | -$31,476 | 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 | $53,385 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $53,385 | 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 | $2,220,000 | Yes (X) |
| CENTER ON INDEPENDENT LIVING | ||||||
| 2 | 10500 NACAGDOCHES RD | SAN ANTONIO | TX | 78217 | $10,302 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BDO USA LLP | $4,495 | $2,248 | $2,247 |
| VINCENT BERLANGA | $725 | $363 | $362 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (18 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 | $69,325 | 39 | $8,711 | $8,711 | $8,711 |
| 1711 TRINITY BLDG | 2008-01-01 | $7,750 | SL | $1,583 | 39 | $199 | $199 | $199 |
| 1711 TRINITY BLDG | 2008-06-01 | $100,746 | SL | $19,480 | 39 | $2,583 | $2,583 | $2,583 |
| 1711 TRINITY BLDG | 2009-10-19 | $997 | SL | $161 | 39 | $26 | $26 | $26 |
| 1711 TRINITY BLDG | 2009-01-16 | $94 | SL | $14 | 39 | $2 | $2 | $2 |
| 1711 TRINITY BLDG | 2009-01-30 | $206 | SL | $35 | 39 | $5 | $5 | $5 |
| 1711 TRINITY BLDG | 2009-09-22 | $346 | SL | $57 | 39 | $9 | $9 | $9 |
| 1711 TRINITY SIGNS | 2010-03-19 | $3,326 | SL | $2,613 | 7 | $475 | $475 | $475 |
| TEAMABILITY IMPRV | 2010-03-22 | $5,883 | SL | $874 | 39 | $151 | $151 | $151 |
| 5727 IH 10 LAND | 2010-09-01 | $80,719 | L | |||||
| 5727 IH 10 BLDG | 2010-09-01 | $238,184 | SL | $32,316 | 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 | $17,735 | $3,766 | |||
| 410 BLDG IMPROVMT | 2011-05-15 | $13,553 | SL | $1,624 | 39 | $348 | $348 | $348 |
| 410 LAND | 2011-04-01 | $47,350 | L |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (34 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UNILEVER CAPITAL CORP 2.75% | ||
| HOME DEPOT INC 5.4% | ||
| TOYOTA MOTOR CREDIT CORP 2% | $254,685 | $251,085 |
| STATOIL ASA 1.8% | ||
| JOHN DEERE CAPITAL CORP 1.05% | ||
| OCCIDENTAL PETROLEUM CORP 1.75 | ||
| WALT DISNEY COMPANY 1.125% | $250,245 | $250,027 |
| CATERPILLAR INC 1.5% | $501,084 | $500,647 |
| BRISTOL-MYERS SQUIBB CO .875% | $149,785 | $149,792 |
| ORACLE CORP 1.2% | $149,866 | $150,036 |
| COSTCO WHOLESALE CORP 1.125% | $300,368 | $299,710 |
| INTEL CORP 1.35% | $399,865 | $400,601 |
| JPMORGAN CHASE & CO 1.625% | $298,764 | $299,615 |
| EMC CORP 1.875% | ||
| AMERICAN EXPRESS CREDIT 2.125% | $301,776 | $301,933 |
| WAL-MART STORES INC 1.950% | $507,348 | $504,757 |
| COLGATE-PALMOLIVE 1.5% | $300,135 | $300,655 |
| ILLINOIS TOOL WORKS INC 1.95 | $252,958 | $251,290 |
| APPLE INC 2.1 | $253,778 | $252,372 |
| PFIZER INC 2.1 | $253,120 | $252,319 |
| COCA COLA CO 1.375 | $251,108 | $248,339 |
| 3M COMPANY 1.625 | $251,619 | $249,807 |
| BERKSHIRE HATHAWAY 1.3 | $250,163 | $246,964 |
| UNITED TECHNOLOGIES CORP 1.5 | $250,378 | $248,159 |
| CHEVRON CORP 2.193 | $254,983 | $252,493 |
| COSTCO WHOLESALE CORP 1.7 | $50,659 | $49,947 |
| DISCOVER 1.050 | $250,000 | $250,412 |
| IBERIABANK 1.00 | $250,000 | $250,512 |
| BARCLAYS BANK DELEAWARE .7 | $120,000 | $121,264 |
| GOLDMAN SACHS BANK 1.4 | $200,000 | $200,685 |
| ALLY BANK CD 1.5 | $250,000 | $250,930 |
| CAPITAL ONE NA 1.6 | $250,000 | $251,763 |
| CAPITAL ONE BANK USA 1.65 | $250,000 | $251,743 |
| WELLS FARGO BANK 1.4 | $250,000 | $249,021 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Book ValueBookValueAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|
| 1711 TRINITY LAND | $23,180 | $23,180 | |
| 1711 TRINITY BLDG | $339,730 | $261,694 | $78,036 |
| 1711 TRINITY BLDG | $7,750 | $5,968 | $1,782 |
| 1711 TRINITY BLDG | $100,746 | $78,683 | $22,063 |
| 1711 TRINITY BLDG | $997 | $810 | $187 |
| 1711 TRINITY BLDG | $94 | $78 | $16 |
| 1711 TRINITY BLDG | $206 | $166 | $40 |
| 1711 TRINITY BLDG | $346 | $280 | $66 |
| 1711 TRINITY SIGNS | $3,326 | $238 | $3,088 |
| TEAMABILITY IMPRV | $5,883 | $4,858 | $1,025 |
| 5727 IH 10 LAND | $80,719 | $80,719 | |
| 5727 IH 10 BLDG | $238,184 | $199,761 | $38,423 |
| 410 BUILDING | $146,866 | $125,365 | $21,501 |
| 410 BLDG IMPROVMT | $13,553 | $11,581 | $1,972 |
| 410 LAND | $47,350 | $47,350 |
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 | $3,096 | LegalFeesAmt |
| Net Investment Income | $1,548 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,548 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PUBLIC SERVICE ANNOUNCEMENTS | $204,295 | $204,295 | |
| OFFICE/SUPPLIES | $188 | $188 | |
| MAINTENANCE EXPENSES | $1,347 | $1,347 | |
| MISCELLANEOUS | $115 | $115 | |
| EVENT EXPENSE | $36,011 | $36,011 | |
| EQUIPMENT RENTAL | $1,950 | $1,950 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROADWAY BANK | $10,753 | $10,753 | |
| UNDERWOOD AND ASSOCIATES | $47,000 | $47,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAXES | $2,226 | |
| PROPERTY TAXES | $49,762 | $49,762 |
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