IMOGENE & HAROLD HERNDON CHAR TR-I: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
IMOGENE & HAROLD HERNDON CHAR TR-I (EIN 74-6484117)
Tax period
2013-09-01 to 2014-08-31
Filed
2015-01-21
IRS object ID
201510219349300616
Schema version
2013v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-01-21T11:01:09-06:00ReturnTs
Tax Period End2014-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN273473554PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHRIVER CARMONA CARRERA PLLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15805 CALLAGHAN RD STE 301AddressLine1
CitySAN ANTONIOCity
StateTXState
ZIP Code782281129ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN746484117EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IMOGENE & HAROLD HERNDON CHARITABLEBusinessNameLine1
Business Name Line2TRUST - IBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlIMOGBusinessNameControlTxt
Phone2102204011PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1600AddressLine1
CitySAN ANTONIOCity
StateTXState
ZIP Code78296ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFROST BANKPersonNm
Person TitleCO-TRUSTEEPersonTitleTxt
Phone2102204011PhoneNum
Signature2015-01-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDEREK SCHRIVER CPAPreparerPersonNm
PTINP00958022PTIN
Phone2106800350PhoneNum
Preparation2015-01-21PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerFROST BANKPrincipalOfficerNm
Gross Receipts$4,163,057GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1999FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionSUPPORT FOR 7 SPECIFIC CHARITIES.ActivityOrMissionDesc
Voting Members Governing Body2VotingMembersGoverningBodyCnt
Voting Members Independent2VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$0CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,268,249PYInvestmentIncomeAmt
CY Investment Income$1,522,555CYInvestmentIncomeAmt
CY Other Revenue$55CYOtherRevenueAmt
PY Total Revenue$1,268,249PYTotalRevenueAmt
CY Total Revenue$1,522,610CYTotalRevenueAmt
PY Grants And Similar Paid$510,368PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$465,575CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$161,483PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$206,705CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$12,432PYOtherExpensesAmt
CY Other Expenses$13,895CYOtherExpensesAmt
PY Total Expenses$684,283PYTotalExpensesAmt
CY Total Expenses$686,175CYTotalExpensesAmt
PY Revenues Less Expenses$583,966PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$836,435CYRevenuesLessExpensesAmt
Total Assets BOY$13,455,996TotalAssetsBOYAmt
Total Assets EOY$14,292,431TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$13,455,996NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$14,292,431NetAssetsOrFundBalancesEOYAmt
MissionSUPPORT FOR 7 SPECIFIC CHARITIES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$465,575ExpenseAmt
Grant$465,575GrantAmt
DescINCOME PAID QUARTERLY IN SUPPORT OF THESE CHARITABLE ORGANIZATIONS.Desc
Total Program Service Expenses$465,575TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members2GoverningBodyVotingMembersCnt
Independent Voting Member2IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressYes (true)OfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcfalseRegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FROST BANKBusinessNameLine1
FieldValueIRS element (for citing)
Phone2102204011PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1600AddressLine1
CitySAN ANTONIOCity
StateTXState
ZIP Code78296ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (2 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtInstitutional TrusteeInstitutionalTrusteeInd
MARY ANN SWIERC
CO-TRUSTEE10.00Yes (X)$65,810$0$0
FROST BANK
CO-TRUSTEE2.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$65,810TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$627,308TotalRevenueColumnAmt
Related Or Exempt Func Income$627,308RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,414,481SecuritiesAmt
Other$121,213OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,640,447SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$774,034SecuritiesAmt
Other$121,213OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$895,247TotalRevenueColumnAmt
Related Or Exempt Func Income$895,247RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Total Revenue Column$55TotalRevenueColumnAmt
Related Or Exempt Func Income$55RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$55OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,522,610TotalRevenueColumnAmt
Related Or Exempt Func Income$1,522,610RelatedOrExemptFuncIncomeAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$465,575TotalAmt
Program Services$465,575ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$206,705TotalAmt
Management And General$206,705ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,810TotalAmt
Management And General$2,810ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$100TotalAmt
Management And General$100ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,795TotalAmt
Management And General$3,795ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
FOREIGN TAXES$6,441$6,441
TELEPHONE$533$533
INVESTMENT EXPENSE$216$216

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$686,175TotalAmt
Program Services$465,575ProgramServicesAmt
Management And General$220,600ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$264BOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$581,880BOYAmt
EOY$537,098EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$10,167BOYAmt
EOY$12,054EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$12,863,439BOYAmt
EOY$13,743,279EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$246BOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$13,455,996BOYAmt
EOY$14,292,431EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$13,455,996BOYAmt
EOY$14,292,431EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,455,996BOYAmt
EOY$14,292,431EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,455,996BOYAmt
EOY$14,292,431EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$836,435ReconcilationRevenueExpnssAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type3 Non FuncYes (X)SupportingOrgType3NonFuncInd
CertificationYes (X)CertificationInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Supported Org Information SupportedOrgInformationGrp (7 entries)

EINEINOrganization TypeOrganizationTypeDescGoverning Document ListedGoverningDocumentListedIndSupported Org NotifiedSupportedOrgNotifiedIndUS OrganizedUSOrganizedIndSupportSupportAmt
SALVATION ARMY
132923701PUB. CHARfalseYes (true)Yes (true)$23,279
JARVIS CHRISTIAN COLLEGE
750995027SCHOOLfalseYes (true)Yes (true)$37,246
TRINITY UNIVERSITY
741109633SCHOOLfalseYes (true)Yes (true)$167,607
METHODIST HEALTHCARE
741287016PUB. CHARfalseYes (true)Yes (true)$23,279
BRITE DIVINITY SCHOOL
237121060SCHOOLfalseYes (true)Yes (true)$46,557
BOY SCOUTS OF AMERICA
746079583PUB. CHARfalseYes (true)Yes (true)$46,557
TEXAS CHRISTIAN UNIVERSITY
750827465SCHOOLfalseYes (true)Yes (true)$121,049
FieldValueIRS element (for citing)
Supported Organizations Total7SupportedOrganizationsTotalCnt
Support Sum$465,574SupportSumAmt

Form990 Schedule A Part IV Form990ScheduleAPartIVGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 11HFormAndLineReferenceDesc
ExplanationBOY SCOUTS OF AMERICA 74-6079583 PUB. CHAR X X 46,557 TEXAS CHRISTIAN UNIVERSITY 75-0827465 SCHOOL X X 121,049ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (7 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
SALVATION ARMY
PO BOX 12568SAN ANTONIOTX78212132923701501C3$23,279SUPPORT
JARVIS CHRISTIAN COLLEGE
PO BOX 1470HAWKINSTX75765750995027501C3$37,246SUPPORT
TRINITY UNIVERSITY
ONE TRINITY PLACESAN ANTONIOTX78212741109633501C3$167,607SUPPORT
METHODIST HEALTHCARE MINISTRY
4507 MEDICAL DRIVESAN ANTONIOTX78229741287016501C3$23,279SUPPORT
BRITE DIVINITY SCHOOL
BOX 297042FORT WORTHTX76129237121060501C3$46,557SUPPORT
BOY SCOUTS OF AMERICA
2226 NW MILITARY HWYSAN ANTONIOTX78213746079583501C3$46,557SUPPORT
TEXAS CHRISTIAN UNIVERSITY
BOX 297041FORT WORTHTX76102750827465501C3$121,050SUPPORT

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2FormAndLineReferenceDesc
ExplanationORGANIZATION MAINTAINS RECORDS AS TO WHICH ORGANIZATION RECEIVED SUPPORT AND THE DOLLAR AMOUNT GIVEN EACH YEAR.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 9MARY ANN SWIERC 1242 MILAM BUILDING SAN ANTONIO, TX 78205
FORM 990, PAGE 6, PART VI, LINE 11BEACH OF THE TRUSTEES RECEIVES A COPY OF THE FORM 990 TO REVIEW PRIOR TO THE FILING OF THE RETURN.
FORM 990, PAGE 6, PART VI, LINE 19NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC.

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