RAUL TIJERINA JR FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- RAUL TIJERINA JR FOUNDATION (EIN 33-1076963)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-19
- IRS object ID
- 201642329349100304
- Schema version
- 2015v2.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-19T11:19:00-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWANK SALCH & HENDERSON PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 802 N CARANCAHUA SUITE 310 | AddressLine1Txt |
| City | CORPUS CHRISTI | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 331076963 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAUL TIJERINA JR FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O BORIS A HIDALGO | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BORIS A HIDALGO | InCareOfNm |
| Business Name Control | RAUL | BusinessNameControlTxt |
| Phone | 7136548111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 CLAY ST Suite 3300 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BORIS | PersonNm |
| Person Title | HIDALGO | PersonTitleTxt |
| Phone | 7136548111 | PhoneNum |
| Signature | 2016-08-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINE SALCH | PreparerPersonNm |
| PTIN | P00188210 | PTIN |
| Phone | 3618838151 | PhoneNum |
| Preparation | 2016-08-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,550,369 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $203,476 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $203,476 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $470,330 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,433,581 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $470,330 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $44,592 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $44,592 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $718,398 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $718,398 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,775 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,831 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $944 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,349 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,512 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,837 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,012 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,092 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $396 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $396 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $796 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $199 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $597 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $42,018 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $42,018 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $104,346 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $82,048 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,378 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $645,330 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $645,330 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $749,676 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $82,048 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $657,708 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$31,278 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $636,350 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $59,257 | CashBOYAmt |
| Cash EOY | $73,864 | CashEOYAmt |
| Cash EOYFMV | $73,864 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $698,020 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,406,475 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,406,475 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $20,200 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $10,280 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $10,280 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $6,466,518 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,455,800 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,141,830 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,748,666 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,029,251 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,839,604 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $35,134 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $34,738 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $75,690 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $16,241 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,626 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,626 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,044,036 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,013,034 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,550,369 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $276 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $276 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $11,044,036 | UnrestrictedBOYAmt |
| Unrestricted EOY | $11,012,758 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,044,036 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,012,758 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,044,036 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,013,034 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,044,036 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$31,278 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,012,758 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,012,758 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 20,686.437 SHS FROST CINQUE | P | 2013-10-23 | 2015-11-04 | $272,234 | $239,549 | $32,685 | $32,685 |
| 12,091.897 SHS FROST KEMPNER MULTICAP | P | 2013-01-29 | 2015-07-24 | $123,821 | $114,510 | $9,311 | $9,311 |
| 29,277.752 SHS FROST NATURAL RESOURCES | P | 2015-10-08 | $246,811 | $327,480 | -$80,669 | -$80,669 | |
| 4,197.96 SHS INVESCO DEV MARKETS FUND | P | 2015-10-08 | $107,888 | $142,919 | -$35,031 | -$35,031 | |
| 14,559.296 SHS VIRTUS SMALL CAP CORE | P | 2013-10-23 | 2015-12-11 | $350,151 | $359,323 | -$9,172 | -$9,172 |
| 50,406.888 SHS FROST KEMPNER MULTICAP DEEP | P | 2015-07-24 | $516,719 | $515,241 | $1,478 | $1,478 | |
| 9,443.503 SHS INVESCO DEV MARKETS FUND | P | 2010-06-28 | 2015-10-08 | $242,698 | $264,229 | -$21,531 | -$21,531 |
| CAPITAL GAIN DIVIDENDS | P | $573,259 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $470,330 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $599,518 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,249,312 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048943 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $530,607 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,548,309 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045947 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $549,783 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,867,667 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050589 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $521,575 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,253,793 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046347 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $456,052 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,851,186 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042028 | DistributionYr5Rt |
| Total Distribution | 0.233854 | TotalDistributionRt |
| Average Distribution | 0.046771 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,035,600 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $562,917 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,364 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $569,281 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $657,708 | 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 | $6,364 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,364 | SubtotalAmt |
| Tax Based On Investment Income | $6,364 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,280 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $9,200 | AppliedToEsTaxAmt |
| Total Payments And Credits | $19,480 | TotalPaymentsAndCreditsAmt |
| Overpayment | $13,116 | OverpaymentAmt |
| Applied To ES Tax | $13,116 | 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 | www.RaulTijerinaJrFoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BORIS A HIDALGO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7136548111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 CLAY ST STE 3300 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| CARLOS A LOZANO MD | ||||||||
| 429 BROADVIEW DRIVE WEST | SAN ANTONIO | TX | 78228 | VICE-PRESIDENT/DIRECTOR | 0 | $0 | $0 | $0 |
| BORIS A HIDALGO | ||||||||
| 333 CLAY STREET SUITE 3300 | HOUSTON | TX | 77002 | PRESIDENT/BOARD CHAIR | 0 | $0 | $0 | $0 |
| CULLEN R LOONEY | ||||||||
| 506 E CANTON | EDINBURG | TX | 78539 | DIRECTOR | 0 | $0 | $0 | $0 |
| MIKE A HERNANDEZ II | ||||||||
| 6947 QUARTERWAY DRIVE | DALLAS | TX | 75248 | DIRECTOR | 0 | $0 | $0 | $0 |
| JOHN DRAMBERGER | ||||||||
| 2108 SOUTHGATE BLVD | HOUSTON | TX | 77030 | SECRETARY/TREASURER/DIRECTOR | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| 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 | $11,415,202 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $715,086 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $88,595 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,218,883 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,218,883 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $183,283 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,035,600 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $601,780 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $601,780 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,364 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,364 | TotalTaxAmt |
| Distributable Before Adj | $595,416 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $595,416 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $595,416 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $657,708 | 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 | $657,708 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,364 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $651,344 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $595,416 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $543,860 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $657,708 | QualifyingDistributionsAmt |
| Applied To Year1 | $543,860 | AppliedToYear1Amt |
| Applied To Current Year | $113,848 | 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 |
| Undistributed Income CY | $481,568 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RAUL TIJERINA JR FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BORIS HIDALGO 333 CLAY STREET | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770024499 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7139515857 | RecipientPhoneNum |
| Form And Info And Materials | THE RAUL TIJERINA JR. FOUNDATION GRANT APPLICATION GUIDELINES CAN BE FOUND AT THE FOUNDATION'S WEBSITE, WWW.RAULTIJERINAJRFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | LETTERS OF INQUIRY MUST BE RECEIVED BY APRIL 1 GRANT APPLICATIONS MUST BE RECEIVED BY AUGUST 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE RAUL TIJERINA JR. FOUNDATION GRANT APPLICATION GUIDELINES CAN BE FOUND AT THE FOUNDATION'S WEBSITE, WWW.RAULTIJERINAJRFOUNDATION.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TEXAS A&M UNIVERSITY | |||||||
| PO BOX 30016 | COLLEGE STATION | TX | 77842 | NONE | PC | SCHOLARSHIPS | $42,000 |
| TEXAS STATE UNIVERSITY | |||||||
| 607 UNIVERSITY DRIVE | SAN MARCOS | TX | 78666 | NONE | PC | SCHOLARSHIPS | $6,000 |
| UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| 1 UNIVERSITY STATION | AUSTIN | TX | 78712 | NONE | PC | SCHOLARSHIPS | $43,000 |
| GUADALUPE REGIONAL MIDDLE SCHOOL | |||||||
| 1214 LINCOLN STREET | BROWNSVILLE | TX | 78521 | NONE | PC | TUITION ASSISTANCE FOR LOW-INCOME CHILDREN | $35,000 |
| INCARNATE WORD ACADEMY | |||||||
| 2920 SOUTH ALAMEDA | CORPUS CHRISTI | TX | 78404 | NONE | PC | TUITION ASSISTANCE FOR LOW-INCOME CHILDREN | $10,000 |
| RIO GRANDE VALLEY BALLET | |||||||
| 1025 W JACKSON ST | HARLINGEN | TX | 78550 | NONE | PC | HOLIDAY ARTS PROGRAM FOR LOW-INCOME CHILDREN | $2,476 |
| FOOD BANK OF THE RIO GRANDE VALLEY | |||||||
| 724 NORTH CAGE BLVD | PHARR | TX | 78502 | NONE | PC | GENERAL PURPOSE GRANT | $50,000 |
| UNIVERSITY OF TEXAS AT SAN ANTONIO | |||||||
| 1 UTSA CIR | SAN ANTONIO | TX | 78249 | NONE | PC | SCHOLARSHIP | $9,000 |
| BOY & GIRLS CLUB OF WESLACO | |||||||
| 500 S KANSAS | WESLACO | TX | 78596 | NONE | PC | GENERAL PURPOSE GRANT | $25,000 |
| THE CAMILLE PLAYHOUSE | |||||||
| 1 DEAN PORTER PARK | BROWNSVILLE | TX | 78520 | NONE | PC | GENERAL PURPOSE GRANT | $2,310 |
| LA JOYA INDEPENDENT SCHOOL DISTRICT | |||||||
| 200 WEST EXPRESSWAY 83 | LA JOYA | TX | 78560 | NONE | PC | TRANSPORTATION DEPARTMENT FUNDS FOR MULTIPLE ELEMENTARY SCHOOLS, PLAYGROUND EQUIPMENT FOR DIAZ-VILLAREAL ELEMENTARY SCHOOL | $11,450 |
| ST EDWARD'S UNIVERSITY | |||||||
| 3001 S CONGRESS AVE | AUSTIN | TX | 78704 | NONE | PC | SCHOLARSHIPS | $3,000 |
| SAINT JOSEPH ACADEMY | |||||||
| 101 SAINT JOSEPH DRIVE | BROWNSVILLE | TX | 78520 | NONE | PC | GENERAL PURPOSE GRANT | $10,000 |
| TEXAS A&M UNIVERSITY-KINGSVILLE | |||||||
| 955 UNIVERSITY BLVD | KINGSVILLE | TX | 78363 | NONE | PC | SCHOLARSHIPS | $6,000 |
| TEXAS CHILDREN'S HOSPITAL | |||||||
| 6621 FANNIN ST | HOUSTON | TX | 77030 | NONE | PC | GENERAL PURPOSE GRANT | $30,000 |
| THE UNIVERSITY OF TEXAS AT BROWNSVILLE | |||||||
| 1 W UNIVERSITY BLVD | BROWNSVILLE | TX | 78520 | NONE | PC | SCHOLARSHIPS | $18,000 |
| ANGELS OF LOVE | |||||||
| 4020 N 22ND ST | MCALLEN | TX | 78504 | NONE | PC | GENERAL PURPOSE GRANT | $10,000 |
| BUCKNER INTERNATIONAL | |||||||
| 6723 WHITTIER AVE SUITE 202 | MCLEAN | VA | 22101 | NONE | PC | GENERAL GRANT FOR CHILDREN & FAMILY SERVICES | $25,000 |
| BOYS & GIRLS CLUB OF HARLINGEN | |||||||
| 1209 W WASHINGTON AVE | HARLINGEN | TX | 78550 | NONE | PC | GENERAL PURPOSE GRANT | $20,000 |
| BROWNSVILLE ISD | |||||||
| 1900 E PRICE RD | BROWNSVILLE | TX | 78521 | NONE | PC | GENERAL PURPOSE GRANT | $1,500 |
| SU CASA DE ESPERANZA | |||||||
| 8000 CISNE ST | PHARR | TX | 78577 | NONE | PC | GENERAL PURPOSE GRANT | $17,700 |
| CHILDREN'S MUSEUM OF BROWNSVILLE | |||||||
| 501 E RINGGOLD ST 5 | BROWNSVILLE | TX | 78520 | NONE | PC | GENERAL PURPOSE GRANT | $25,000 |
| FRONTERA AUDUBON SOCIETY | |||||||
| 1101 S TEXAS BLVD | WESLACO | TX | 78596 | NONE | PC | GENERAL PURPOSE GRANT | $18,000 |
| GIRL SCOUTS OF GREATER SOUTH TEXAS | |||||||
| 2410 BEVECREST ST | CORPUS CHRISTI | TX | 78415 | NONE | PC | GENERAL PURPOSE GRANT | $33,100 |
| GOOD SAMARITAN CENTER | |||||||
| 1600 SALTILLO ST | SAN ANTONIO | TX | 78207 | NONE | PC | GENERAL PURPOSE GRANT | $10,000 |
| JUAN DIEGO ACADEMY | |||||||
| 5208 S FARM TO MARKET 494 | MISSION | TX | 78572 | NONE | PC | GENERAL PURPOSE GRANT | $10,000 |
| MERCEDES ISD | |||||||
| 206 W SIXTH ST | MERCEDES | TX | 78570 | NONE | PC | GENERAL PURPOSE GRANT | $152 |
| MOODY CLINIC | |||||||
| 1901 E 22ND ST | BROWNSVILLE | TX | 78521 | NONE | PC | GENERAL PURPOSE GRANT | $15,000 |
| MUSEUM OF SOUTH TEXAS HISTORY | |||||||
| 200 N CLOSNER BLVD | EDINBURG | TX | 78541 | NONE | PC | GENERAL PURPOSE GRANT | $25,000 |
| PHARR POLICE ATHLETIC LEAGUE | |||||||
| 118 S CAGE BLVD | PHARR | TX | 78577 | NONE | PC | GENERAL PURPOSE GRANT | $10,000 |
| RIO HANDO HIGH SCHOOL | |||||||
| 22547 TX-345 | RIO HONDO | TX | 78583 | NONE | PC | GENERAL PURPOSE GRANT | $19,642 |
| SAM HOUSTON STATE UNIVERSITY | |||||||
| 1905 UNIVERSITY AVE | HUNTSVILLE | TX | 77340 | NONE | PC | SCHOLARSHIPS | $3,000 |
| SUNSHINE HAVEN INC | |||||||
| 7105 W LAKESIDE BLVD | OLMITO | TX | 78575 | NONE | PC | GENERAL PURPOSE GRANT | $25,000 |
| TEXAS CASA | |||||||
| 1501 W ANDERSON LN | AUSTIN | TX | 78757 | NONE | PC | GENERAL PURPOSE GRANT | $50,000 |
| TEXAS CHRISTIAN UNIVERSITY | |||||||
| 2800 S UNIVERSITY DRIVE | FORT WORTH | TX | 76129 | NONE | PC | GENERAL PURPOSE GRANT | $3,000 |
| TEXAS TECH UNIVERSITY | |||||||
| 2500 BROADWAY | LUBBOCK | TX | 79409 | NONE | PC | GENERAL PURPOSE GRANT | $3,000 |
| UNIVERSITY OF TEXAS RIO GRANDE VALLEY | |||||||
| ONE WEST UNIVERSITY BLVD | BROWNSVILLE | TX | 78520 | NONE | PC | GENERAL PURPOSE GRANT | $3,000 |
| VALLEY NATURE CENTER | |||||||
| 301 S BORDER AVE | WESLACO | TX | 78596 | NONE | PC | GENERAL PURPOSE GRANT | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $645,330 | 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 | $203,476 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| 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 | $470,330 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| ROYALTIES | 15 | $44,570 |
| REIMBURSEMENT OF UTILITIES | 01 | $22 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $718,398 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $718,398 | 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 |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | N/A | OrganizationTypeDesc |
| Relationship Description | N/A | RelationshipDescriptionTxt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SWANK, SALCH & HENDERSON, P.C. | CategoryTxt |
| Amt | $3,775 | Amt |
| Net Investment Income | $2,831 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $944 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FROST BANK INVESTMENT ACCOUNT | BondNm |
| EOY Book Value | $4,029,251 | EOYBookValueAmt |
| EOYFMV | $3,839,604 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FROST BANK INVESTMENT ACCOUNT | StockNm |
| EOY Book Value | $5,455,800 | EOYBookValueAmt |
| EOYFMV | $6,141,830 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MINERALS NET OF DEPLETION | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $34,738 | BookValueAmt |
| EOYFMV | $75,690 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| A/R - ROYALTY PAYMENTS | $100 | $265 | $265 |
| A/R - DIVIDENDS | $16,141 | $2,361 | $2,361 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| RENT AND ROYALTY EXPENSES | $3,952 | |||
| BANK FEES | $45 | $45 | $0 | $0 |
| DUES | $2,500 | $2,500 | $0 | $0 |
| INVESTMENT FEES | $17,295 | $17,295 | $0 | $0 |
| D & O INSURANCE | $1,200 | $1,200 | $0 | $0 |
| OFFICE EXPENSES | $17,026 | $17,026 | $0 | $0 |
| Rent and Royalty Expense | $3,952 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| REFUND OF UTILITIES | $22 | $22 | $0 |
| Royalty Income | $44,570 | $44,570 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | A/P - HORTENSIA TIJERINA | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $276 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $43,349 | Amt |
| Net Investment Income | $32,512 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,837 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $9,920 | $0 | $0 | $0 |
| FOREIGN TAXES | $1,833 | $1,833 | $0 | $0 |
| PROPERTY TAXES | $2,259 | $2,259 | $0 | $0 |
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