CRAIN FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CRAIN FOUNDATION (EIN 75-2698267)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-03
- IRS object ID
- 201513079349100201
- Schema version
- 2014v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-03T06:13:27-08:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY & PETERS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3310 S BROADWAY AVE STE 100 | AddressLine1Txt |
| City | TYLER | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752698267 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CRAIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CRAI | BusinessNameControlTxt |
| Phone | 9037588276 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 2146 | AddressLine1Txt |
| City | LONGVIEW | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN MINCEY | PersonNm |
| Person Title | VP/TREAS | PersonTitleTxt |
| Signature | 2015-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey L Geese | PreparerPersonNm |
| PTIN | P00041276 | PTIN |
| Phone | 9035976311 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $39,688,331 | 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 | $1,500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,965 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,965 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $764,144 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $764,144 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $740,007 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,394,297 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $740,007 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $353,880 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $364,169 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,361,996 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,872,285 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,500 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $55,042 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,042 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $9,766 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $9,766 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $19,760 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,132 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $152,750 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $152,391 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $241,818 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $224,831 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,001,277 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,001,277 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,243,095 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $224,831 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,001,277 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,118,901 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,647,454 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,601,179 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,033,345 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,033,344 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $123,945 | AcctRcvblAmt |
| Acct Rcvbl BOY | $105,422 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $123,945 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $123,945 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $1,121 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,274 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $13,338,776 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,726,082 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,431,179 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,825,500 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,839,365 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,936,678 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,273,604 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,539,012 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,161,911 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $29,144,481 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,262,870 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,688,331 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $512 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $512 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $29,143,969 | RetainedEarningBOYAmt |
| Retained Earning EOY | $30,262,870 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,143,969 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,262,870 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,144,481 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,262,870 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,143,969 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,118,901 | ExcessRevenueOverExpensesAmt |
| Subtotal | $30,262,870 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $30,262,870 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTION-TB&T | P | 2000-01-01 | 2014-12-31 | $190,172 | $190,172 | $190,172 | |
| CAPITAL GAIN DISTRIBUTIONS-WELLS FARGO | P | 2000-01-01 | 2014-12-31 | $803 | $803 | $803 | |
| 9191.176 NET WEST TOTAL RETURNS BOND CL | P | 2014-01-01 | 2014-11-10 | $100,000 | $919 | $919 | $99,081 |
| 156053.593 PIMCO TOTAL RETURN FUND | P | 2014-01-01 | 2014-12-31 | $1,699,434 | $11,654 | $11,654 | $1,687,780 |
| 6887.314 PIMCO ALL ASSET ALL AUTHORITY | P | 2014-01-01 | 2014-02-07 | $68,047 | -$1,976 | -$1,976 | $70,023 |
| 3506.311 WELLS FARGO ADVANTAGE ASSET ALLOCATION | P | 2014-01-01 | 2014-11-10 | $50,000 | $2,069 | $2,069 | $47,931 |
| 2300.966 BLACKROCK GLOBAL BALANCED CL I | P | 2000-01-01 | 2014-11-10 | $50,000 | $6,305 | $6,305 | $43,695 |
| 655870.196 PIMCO TOTAL RETURN FUND | P | 2000-01-01 | 2014-05-09 | $7,142,426 | -$220,698 | -$220,698 | $7,363,124 |
| 116897.947 PIMCO ALL ASSET ALL AUTHORITY INST FUND | P | 2000-01-01 | 2014-02-07 | $1,152,106 | -$115,873 | -$115,873 | $1,267,979 |
| 36731.15 VANG TOTAL STK MKT INDEX INST | P | 2000-01-01 | 2014-12-31 | $1,800,000 | $725,323 | $725,323 | $1,074,677 |
| PARTNERSHIP CAP GAIN | P | 2000-01-01 | 2014-12-31 | $140,869 | $140,869 | $140,869 | |
| PARTNERSHIP 1256 GAIN/LOSS | P | 2000-01-01 | 2014-12-31 | $440 | $440 | $440 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $740,007 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $12,666 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,861,727 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $35,874,047 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05190 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,336,787 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $28,742,865 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04651 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $979,549 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $26,507,708 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03695 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $666,100 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $24,390,973 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.02731 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $560,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $22,223,212 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.02520 | DistributionYr5Rt |
| Total Distribution | 0.18787 | TotalDistributionRt |
| Average Distribution | 0.03757 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $39,545,507 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,485,843 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16,475 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,502,318 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,001,277 | 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 | $16,475 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,475 | SubtotalAmt |
| Tax Based On Investment Income | $16,475 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,663 | EstimatedPlusOvpmtIncmTxAmt |
| Backup Withholding Withheld | $86 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $17,749 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,274 | OverpaymentAmt |
| Applied To ES Tax | $1,274 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN MINCEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9037588276 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 E TYLER | AddressLine1Txt |
| City | LONGVIEW | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75601 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ANN LACY CRAIN | ||||||
| 222 E TYLER STREET | LONGVIEW | TX | 75601 | Pres/DIRECTOR | 1.00 | $0 |
| ROGERS L CRAIN | ||||||
| 712 MAIN STREET SUITE 3400 | HOUSTON | TX | 77002 | VP/SEC/DIRECTOR | 1.00 | $0 |
| B WALTER CRAIN III | ||||||
| 712 MAIN STREET SUITE 3400 | HOUSTON | TX | 77002 | VP/DIRECTOR | 1.00 | $0 |
| ANN LACY CRAIN II | ||||||
| 712 MAIN STREET SUITE 3400 | HOUSTON | TX | 77002 | VP/DIRECTOR | 1.00 | $0 |
| SUSAN MINCEY | ||||||
| 222 E TYLER STREET | LONGVIEW | TX | 75601 | VP/TREAS | 1.00 | $0 |
| DARREN GROCE | ||||||
| 222 E TYLER STREET | LONGVIEW | TX | 75601 | VP | 1.00 | $0 |
| TERRI DOWNING | ||||||
| 222 E TYLER STREET | LONGVIEW | TX | 75601 | Controller | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $29,489,046 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,359,670 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,299,007 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,147,723 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $40,147,723 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $602,216 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,545,507 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,977,275 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,977,275 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,475 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,475 | TotalTaxAmt |
| Distributable Before Adj | $1,960,800 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,960,800 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,960,800 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,001,277 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,001,277 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $16,475 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,984,802 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,960,800 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $254,043 | UndistributedIncomePYAmt |
| Qualifying Distributions | $2,001,277 | QualifyingDistributionsAmt |
| Applied To Year1 | $254,043 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,747,234 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $213,566 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANN LACY CRAIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 2146 | AddressLine1Txt |
| City | LONGVIEW | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9037588276 | RecipientPhoneNum |
| Form And Info And Materials | EXPLANATION OF REQUESTING ORGANIZATION, PROPOSED AMOUNT AND USE, PROOF OF THEIR IRS EXEMPT STATUS (LETTER RULING) OR THAT THEY ARE A NON-PROFIT ORGANIZATION AND ARE EXEMPT FROM PAYING INCOME TAX. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE ACCEPTED AT ANY TIME | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE MADE ONLY TO TAX-EXEMPT ORGANIZATIONS QUALIFYING AS SEC. 501(C)(3) ORGANIZATIONS OR SIMILAR EXEMPTION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (125 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE 100 CLUB | |||||||
| 5555 SAN FELIPE ST STE 1750 | HOUSTON | TX | 77056 | NONE | PUBLIC | GENERAL CONTRIBUTION | $100 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 501 PINE TREE RD SUITE U4 | LONGVIEW | TX | 75604 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| AMAZING PLACE | |||||||
| 3735 DREXEL | HOUSTON | TX | 77027 | NONE | PUBLIC | GENERAL CONTRIBUTION | $2,000 |
| ARC OF GREGG COUNTY THE | |||||||
| PO BOX 522 | LONGVIEW | TX | 75606 | NONE | PUBLIC | GENERAL CONTRIBUTION | $5,000 |
| ARTSVIEW CHILDREN'S THEATRE | |||||||
| 313 W TYLER ST | LONGVIEW | TX | 75601 | NONE | PUBLIC | GENERAL CONTRIBUTION | $3,000 |
| ASBURY HOUSE | |||||||
| 320 S CENTER STREET | LONGVIEW | TX | 75601 | NONE | PUBLIC | GENERAL CONTRIBUTION | $5,100 |
| ASSN OF FORMER STUDENTS OF TEXAS AM | |||||||
| 505 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 77840 | NONE | PUBLIC | GENERAL CONTRIBUTION | $125 |
| BAYOU BEND COLLECTIONSGARDENS | |||||||
| PO BOX 6826 | HOUSTON | TX | 77265 | NONE | PUBLIC | GENERAL CONTRIBUTION | $70,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 1331 E FIFTH STREET | TYLER | TX | 75701 | NONE | PUBLIC | GENERAL CONTRIBUTION | $2,500 |
| BOYS AND GIRLS CLUB OF GREGG CO | |||||||
| PO BOX 2426 | LONGVIEW | TX | 75605 | NONE | PUBLIC | GENERAL CONTRIBUTION | $20,000 |
| CASA DE ESPERANZA DE LOS NINOS | |||||||
| PO BOX 66581 | HOUSTON | TX | 77266 | NONE | PUBLIC | GENERAL CONTRIBUTION | $2,500 |
| COLGATE UNIVERSITY | |||||||
| 13 OAK DRIVE | HAMILTON | NY | 13346 | NONE | PUBLIC | GENERAL CONTRIBUTION | $10,000 |
| DIANA VOLUNTEER FIRE DEPARTMENT | |||||||
| 10496 STATE HWY 154 | DIANA | TX | 75640 | NONE | PUBLIC | GENERAL CONTRIBUTION | $250 |
| EAST TEXAS ANGEL NETWORK | |||||||
| PO BOX 9544 | LONGVIEW | TX | 75604 | NONE | PUBLIC | GENERAL CONTRIBUTION | $5,000 |
| EAST TEXAS CHILD ADVOCATES | |||||||
| PO BOX 3839 | LONGVIEW | TX | 75606 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| EAST TEXAS FOOD BANK | |||||||
| PO BOX 6974 | TYLER | TX | 75711 | NONE | PUBLIC | GENERAL CONTRIBUTION | $500 |
| EAST TEXAS LITERACY COUNCIL | |||||||
| PO BOX 311 | LONGVIEW | TX | 75606 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| KILGORE COLLEGE - EAST TX OIL MUSEU | |||||||
| 1100 BROADWAY BLVD | KILGORE | TX | 75662 | NONE | PUBLIC | GENERAL CONTRIBUTION | $2,000 |
| EPISCOPAL HIGH SCHOOL | |||||||
| PO BOX 271299 | HOUSTON | TX | 77277 | NONE | PUBLIC | GENERAL CONTRIBUTION | $196,000 |
| EAST TX COUNCIL ON ALCOHOLISM AND D | |||||||
| 708 GLENCREST LANE | LONGVIEW | TX | 75601 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| EVERGREEN FOUNDATION | |||||||
| 2701 HWY 80 | HAUGHTON | LA | 71037 | NONE | PUBLIC | GENERAL CONTRIBUTION | $500 |
| EXPECTANT HEART PREGNANCY CENTER | |||||||
| PO BOX 1084 | LONGVIEW | TX | 75606 | NONE | PUBLIC | GENERAL CONTRIBUTION | $500 |
| FAY SCHOOL THE | |||||||
| 48 MAIN STREET | SOUTHBOROUGH | MA | 01772 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| GLADEWATER VOLUNTEER FIRE DEPARTMEN | |||||||
| 511 S TYLER RD | GLADEWATER | TX | 75647 | NONE | PUBLIC | GENERAL CONTRIBUTION | $250 |
| GOOD SHEPHERD FOUNDATION | |||||||
| 700 E MARSHALL AVE | LONGVIEW | TX | 75601 | NONE | PUBLIC | GENERAL CONTRIBUTION | $5,000 |
| GREATER LONGVIEW UNITED WAY | |||||||
| PO BOX 411 | LONGVIEW | TX | 75606 | NONE | PUBLIC | GENERAL CONTRIBUTION | $2,500 |
| GREENWOOD CEMETERY ASSOCIATION | |||||||
| PO BOX 4625 | LONGVIEW | TX | 75606 | NONE | PUBLIC | GENERAL CONTRIBUTION | $5,000 |
| GREGG CO HISTORICAL FOUNDATION | |||||||
| PO BOX 3342 | LONGVIEW | TX | 75606 | NONE | PUBLIC | GENERAL CONTRIBUTION | $5,000 |
| HARLETON VOLUNTEER FIRE DEPARTMENT | |||||||
| PO BOX 323 | HARLETON | TX | 75651 | NONE | PUBLIC | GENERAL CONTRIBUTION | $250 |
| HELPING HANDS OF KILGORE | |||||||
| PO BOX 1576 | KILGORE | TX | 75663 | NONE | PUBLIC | GENERAL CONTRIBUTION | $250 |
| HIWAY 80 RESCUE MISSION | |||||||
| PO BOX 3223 | LONGVIEW | TX | 75606 | NONE | PUBLIC | GENERAL CONTRIBUTION | $80,200 |
| HOPE'S CLOSET | |||||||
| 1011 WAL ST STE 100 | LONGVIEW | TX | 75605 | NONE | PUBLIC | GENERAL CONTRIBUTION | $2,000 |
| HOUSE OF HOPE | |||||||
| 3011 W MARSHALL aVE | LONGVIEW | TX | 75604 | NONE | PUBLIC | GENERAL CONTRIBUTION | $2,050 |
| HOUSTON MUSEUM OF NAT SCIENCES | |||||||
| 5555 HERMANN PARK DRIVE | HOUSTON | TX | 77030 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| HOUSTON PBS | |||||||
| 4343 ELGIN ST | HOUSTON | TX | 77204 | NONE | PUBLIC | GENERAL CONTRIBUTION | $2,000 |
| HOUSTON PUBLIC RADIO | |||||||
| PO BOX 4878 | HOUSTON | TX | 77210 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| HOUSTON SPCA | |||||||
| 900 PORTWAY DR | HOUSTON | TX | 77024 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,200 |
| HUMANE SOCIETY OF NORTHEAST TEXAS | |||||||
| 303 ENTERPRISE | LONGVIEW | TX | 75604 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| JUDSON-METRO VOLUNTEER FIRE DEPARTM | |||||||
| PO BOX 429 | JUDSON | TX | 75660 | NONE | PUBLIC | GENERAL CONTRIBUTION | $250 |
| JUNIOR ACHIEVEMENT OF EAST TEXAS | |||||||
| 911 NW LOOP 281 STE 211-16 | LONGVIEW | TX | 75604 | NONE | PUBLIC | GENERAL CONTRIBUTION | $250 |
| JUNIOR LEAGUE OF HOUSTON | |||||||
| DEPT 304 PO BOX 4346 | HOUSTON | TX | 77210 | NONE | PUBLIC | GENERAL CONTRIBUTION | $5,000 |
| JUNIOR LEAGUE OF LONGVIEW | |||||||
| PO BOX 866 | LONGVIEW | TX | 75606 | NONE | PUBLIC | COMMUNITY PROJECTS | $1,000 |
| KAPPA KAPPA GAMMA FDTN | |||||||
| PO BOX 6770 | HOUSTON | TX | 77265 | NONE | PUBLIC | LOYALTY FUND | $10,000 |
| KENYON COLLEGE | |||||||
| DUFF STREET | GAMBIER | OH | 43022 | NONE | PUBLIC | GENERAL CONTRIBUTION | $10,000 |
| KIDLINKS FOUNDATION | |||||||
| 5485 BELT LINE RD STE 200 | DALLAS | TX | 75254 | NONE | PUBLIC | GENERAL CONTRIBUTION | $15,000 |
| LAWRENCEVILLE SCHOOL THE | |||||||
| PO BOX 6125 | LAWRENCEVILLE | NJ | 08648 | NONE | PUBLIC | GENERAL CONTRIBUTION | $86,000 |
| LONGVIEW COMMUNITY MINISTRIES | |||||||
| PO BOX 1023 | LONGVIEW | TX | 75606 | NONE | PUBLIC | GENERAL CONTRIBUTION | $10,000 |
| LONGVIEW HABITAT FOR HUMANITY | |||||||
| 300 W TYLER ST | LONGVIEW | TX | 75601 | NONE | PUBLIC | BUILDING CAMPAIGN | $17,700 |
| LONGVIEW PARTNERS IN PREVENTION | |||||||
| PO BOX 1952 | LONGVIEW | TX | 75606 | NONE | PUBLIC | GENERAL CONTRIBUTION | $2,500 |
| LONGVIEW SYMPHONY LEAGUE | |||||||
| PO BOX 1825 | LONGVIEW | TX | 75606 | NONE | PUBLIC | CRESCENDO FUND | $6,100 |
| LONGVIEW UNITY AND DIVERSITY | |||||||
| PO BOX 1952 | LONGVIEW | TX | 75606 | NONE | PUBLIC | GENERAL CONTRIBUTION | $250 |
| LONGVIEW WORLD OF WONDERS | |||||||
| PO BOX 2647 | LONGVIEW | TX | 75606 | NONE | PUBLIC | HANDS ON DISCOVERY CENTER | $331,750 |
| MAKE-A-WISH FOUNDATION | |||||||
| 215 WINCHESTER DRIVE STE 109 | TYLER | TX | 75701 | NONE | PUBLIC | GENERAL CONTRIBUTION | $730 |
| MARTIN HOUSE CAC THE | |||||||
| 606 W GARFIELD DRIVE SUITE D | LONGIEW | TX | 75602 | NONE | PUBLIC | GENERAL CONTRIBUTION | $3,000 |
| MD ANDERSON | |||||||
| PO BOX 4464 | HOUSTON | TX | 77210 | NONE | PUBLIC | GENERAL CONTRIBUTION | $50,000 |
| MIRACLE LEAGUE OF EAST TEXAS | |||||||
| PO BOX 2761 | LONGVIEW | TX | 75606 | NONE | PUBLIC | GENERAL CONTRIBUTION | $3,000 |
| MISSION CARTHAGE | |||||||
| PO BOX 1208 | CARTHAGE | TX | 75633 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| NATIONAL DRUG SAFETY LEAGUE | |||||||
| PO BOX 1952 | LONGVIEW | TX | 75606 | NONE | PUBLIC | GENERAL CONTRIBUTION | $250 |
| NEUHAUS EDUCATION CENTER | |||||||
| 4433 BISSONNET | BELLAIRE | TX | 77401 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| NEWGATE MISSION | |||||||
| PO BOX 3891 | LONGVIEW | TX | 75606 | NONE | PUBLIC | GENERAL CONTRIBUTION | $15,000 |
| PRESBYTERIAN CAMPS AT GILMONT | |||||||
| 6075 STATE HWY 155N | GILMER | TX | 75644 | NONE | PUBLIC | GENERAL CONTRIBUTION | $10,600 |
| RHODES COLLEGE | |||||||
| 2000 NORTH PARKWAY | MEMPHIS | TN | 38112 | NONE | PUBLIC | GENERAL CONTRIBUTION | $60,000 |
| RIVER OAKS BAPTIST SCHOOL | |||||||
| 2300 WILLOWICK | HOUSTON | TX | 77027 | NONE | PUBLIC | GENERAL CONTRIBUTION | $61,000 |
| RIVER OAKS GARDEN CLUB | |||||||
| 2503 WESTHEIMER | HOUSTON | TX | 77098 | NONE | PUBLIC | THE AZALEA TRAIL | $5,100 |
| SABINE VOLUNTEER FIRE DEPARTMENT | |||||||
| 6144 GATEWAY CIRCLE | KILGORE | TX | 75662 | NONE | PUBLIC | GENERAL CONTRIBUTION | $250 |
| SALVATION ARMY THE | |||||||
| 519 EAST COTTON STREET | LONGVIEW | TX | 75601 | NONE | PUBLIC | GENERAL CONTRIBUTION | $15,100 |
| SOUTHERN METHODIST UNIVERSITY | |||||||
| PO BOX 750100 | DALLAS | TX | 75275 | NONE | PUBLIC | GENERAL CONTRIBUTION | $200,000 |
| ST JOHN DIVINE EPISCOPAL CHURCH | |||||||
| 2450 RIVER OAKS BLVD | HOUSTON | TX | 77019 | NONE | PUBLIC | GENERAL CONTRIBUTION | $25,000 |
| ST JOHN'S SCHOOL | |||||||
| 2401 CLAREMONT LANE | HOUSTON | TX | 77019 | NONE | PUBLIC | GENERAL CONTRIBUTION | $20,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITA | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC | GENERAL CONTRIBUTION | $100 |
| TANGLEWOOD FOUNDATION | |||||||
| 5757 WOODWAY STE 160 | HOUSON | TX | 77057 | NONE | PUBLIC | GENERAL FOUNDATION | $500 |
| TEXAS CHILDRENS HOSPITAL INC | |||||||
| PO BOX 840982 | DALLAS | TX | 75284 | NONE | PUBLIC | GENERAL CONTRIBUTION | $100,000 |
| TEXAS COUNTRY MUSIC HALL OF FAME | |||||||
| 310 W PANOLA ST | CARTHAGE | TX | 75633 | NONE | PUBLIC | GENERAL CONTRIBUTION | $3,100 |
| TEXAS SHAKESPEARE FESTIVAL | |||||||
| PO BOX 2788 | KILGORE | TX | 75633 | NONE | PUBLIC | GENERAL CONTRIBUTION | $2,500 |
| TEXAS SPECIAL CHILDRENS PROJECTS | |||||||
| 513 N FREDONIA ST | LONGVIEW | TX | 75601 | NONE | PUBLIC | GENERAL CONTRIBUTION | $150 |
| THETA CHARITY ANTIQUES SHOW | |||||||
| 4212 SAN FELIPE PMB 345 | HOUSTON | TX | 77027 | NONE | PUBLIC | GENERAL CONTRIBUTION | $5,000 |
| TIRR FOUNDATION | |||||||
| 4605 POST OAK PLACE SUITE 222 | HOUSTON | TX | 77027 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| TRINITY PAWLING SCHOOL | |||||||
| 700 ROUTE 22 | PAWLING | NY | 12564 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| TRINITY SCHOOL OF TEXAS THE | |||||||
| 215 TEAGUE ST | LONGVIEW | TX | 75601 | NONE | PUBLIC | TRINITY ADVANTAGE FUND | $2,500 |
| UNITED FUND OF KILGORE | |||||||
| PO BOX 1832 | KILGORE | TX | 75663 | NONE | PUBLIC | GENERAL CONTRIBUTION | $500 |
| UNIVERSITY OF TEXAS LAW SCHOOL | |||||||
| 727 EAST DEAN KEETON ST | AUSTIN | TX | 78705 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| UNIVERSITY OF THE SOUTH SEWANEE | |||||||
| 735 UNIVERSITY AVENUE | SEWANEE | TN | 37383 | NONE | PUBLIC | GENERAL CONTRIBUTION | $35,000 |
| UT-AUSTIN-MCCOMBS SCHOOL OF BUSINES | |||||||
| 1 UNIVERSITY STATION B6000 | AUSTIN | TX | 78712 | NONE | PUBLIC | GENERAL CONTRIBUTION | $10,000 |
| VETERANS OF FOREIGN WARS | |||||||
| 218 W ERWIN ST | TYLER | TX | 75702 | NONE | PUBLIC | GENERAL CONTRIBUTION | $100 |
| WASHINGTON LEE UNIVERSITY | |||||||
| 204 W WASHINGTON ST DVLPMNT BLDG | LEXINGTON | VA | 24450 | NONE | PUBLIC | GENERAL CONTRIBUTION | $260,000 |
| WHITE OAK VOLUNTEER FIRE DEPARTMENT | |||||||
| PO BOX 336 | WHITE OAK | TX | 75693 | NONE | PUBLIC | GENERAL CONTRIBUTION | $250 |
| WINDRIDGE THERAPEUTIC EQUESTRIAN CE | |||||||
| PO BOX 5932 | LONGVIEW | TX | 75608 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| WINONA VOLUNTEER FIRE DEPARTMENT | |||||||
| 1111 DALLAS STREET | WINONA | TX | 75792 | NONE | PUBLIC | GENERAL CONTRIBUTION | $250 |
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758516 | TOPEKA | KS | 66675 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| YELLOWSTONE ACADEMY | |||||||
| 3000 TRULLEY ST | HOUSTON | TX | 77004 | NONE | PUBLIC | GENERAL CONTRIBUTION | $2,500 |
| ZOOLOGICAL SOCIETY OF HOUSTON | |||||||
| PO BOX 4759 | HOUSTON | TX | 77210 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| AMERICAN VETERANS | |||||||
| 4647 FORBES BLVD | LANHAM | MD | 20706 | NONE | PUBLIC | GENERAL CONTRIBUTION | $125 |
| ARK-LA-TEX OILMEN'S GOLF ASSN | |||||||
| P O BOX 43 | SHREVEPORT | LA | 71101 | NONE | PUBLIC | GENERAL CONTRIBUTION | $500 |
| BIBLE LESSONS INTERNATIONAL | |||||||
| P O BOX 1289 | MARSHALL | TX | 75671 | NONE | PUBLIC | GENERAL CONTRIBUTION | $500 |
| BO'S PLACE | |||||||
| 10050 BUFFALO SPEEDWAY | HOUSTON | TX | 77054 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| BUCKNER CHILDREN FAMILY SERVICES | |||||||
| 110 E COTTON ST | LONGVIEW | TX | 75601 | NONE | PUBLIC | GENERAL CONTRIBUTION | $10,650 |
| CAMP FOR ALL | |||||||
| 10500 NW FREEWAY STE 200 | HOUSTON | TX | 77092 | NONE | PUBLIC | GENERAL CONTRIBUTION | $15,000 |
| CANCER FOUNDATION FOR LIFE | |||||||
| P O BOX 8257 | TYLER | TX | 75711 | NONE | PUBLIC | GENERAL CONTRIBUTION | $8,000 |
| CROSSROADS SCHOOL INC | |||||||
| 5822 DOLORES ST | HOUSTON | TX | 77057 | NONE | PUBLIC | GENERAL CONTRIBUTION | $10,000 |
| DEPELCHIN CHILDREN'S CENTER | |||||||
| 4950 MEMORIAL DRIVE | HOUSTON | TX | 77007 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| FOCUS ON THE FAMILY | |||||||
| 8605 EXPLORER DRIVE | COLORADO SPRINGS | CO | 80920 | NONE | PUBLIC | GENERAL CONTRIBUTION | $100 |
| GEORGE BUSH PRESIDENTIAL LIBRARY FO | |||||||
| 2943 SMU BOULEVARD | DALLAS | TX | 75205 | NONE | PUBLIC | GENERAL CONTRIBUTION | $25,000 |
| GLASSELL SCHOOL OF ART | |||||||
| 5101 MONTROSE BLVD | HOUSTON | TX | 77006 | NONE | PUBLIC | GENERAL CONTRIBUTION | $5,000 |
| GREAT TEXAS BALLOON RACE | |||||||
| 410 N CENTER STREET | LONGVIEW | TX | 75601 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,500 |
| GREGG COUNTY CHILD WELFARE BOARD | |||||||
| 101 EAST METHVIN | LONGVIEW | TX | 75601 | NONE | PUBLIC | GENERAL CONTRIBUTION | $250 |
| HEARTLIGHT MINISTRIES | |||||||
| P O BOX 286 | HALLSVILLE | TX | 75650 | NONE | PUBLIC | GENERAL CONTRIBUTION | $2,500 |
| HOLT INTERNATIONAL CHILDREN'S SERVI | |||||||
| P O BOX 2880 | EUGENE | OR | 97402 | NONE | PUBLIC | GENERAL CONTRIBUTION | $500 |
| HOUSTON APHASIA RECOVERY CENTER | |||||||
| 3701 BRIARPARK DIVE STE 310 | HOUSTON | TX | 77042 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| HOUSTON EYE ASSOCIATES FOUNDATION | |||||||
| 7155 OLD KATY ROAD SUITE N100 | HOUSTON | TX | 77024 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| HUGWORKS | |||||||
| 752 MARY DR | HURST | TX | 76053 | NONE | PUBLIC | GENERAL CONTRIBUTION | $500 |
| LONGVIEW JAYCEES | |||||||
| 1511 JUDSON ROAD F | LONGVIEW | TX | 75601 | NONE | PUBLIC | GENERAL CONTRIBUTIONS | $44 |
| LONGVIEW NEWS JOURNAL | |||||||
| 320 E METHVIN ST | LONGVIEW | TX | 75601 | NONE | PUBLIC | GENERAL CONTRIBUTIONS | $250 |
| LUPUS FOUNDATION OF AMERICA | |||||||
| 2000 L STREET NW STE 410 | WASHINGTON DC | DC | 20036 | NONE | PUBLIC | GENERAL CONTRIBUTIONS | $1,000 |
| MENNONITE DISASTER SERVICE | |||||||
| 583 AIRPORT ROAD | LITITZ | PA | 17543 | NONE | PUBLIC | GENERAL CONTRIBUTIONS | $500 |
| MERCY MANOR | |||||||
| P O BOX 1019 | WHITE OAK | TX | 75693 | NONE | PUBLIC | GENERAL CONTRIBUTIONS | $250 |
| MICKEY MELTON MEMORIAL GOLF TOURNAM | |||||||
| P O BOX 2146 | LONGVIEW | TX | 75606 | NONE | PUBLIC | GENERAL CONTRIBUTIONS | $1,045 |
| MIDTOWN ARTS AND THEATER CENTER HOU | |||||||
| 3414 LA BRANCH | HOUSTON | TX | 77004 | NONE | PUBLIC | GENERAL CONTRIBUTIONS | $1,000 |
| NATIONAL ARCHIVES TRUST FUND | |||||||
| 700 PENNSYLVANIA AVENUE NW | WASHINGTON DC | DC | 20408 | NONE | PUBLIC | GENERAL CONTRIBUTIONS | $25,000 |
| THE PARISH SCHOOL | |||||||
| 11001 HAMMERLY BLVD | HOUSTON | TX | 77043 | NONE | PUBLIC | GENERAL CONTRIBUTIONS | $250 |
| PAULA MARTIN JONES CHARITIES | |||||||
| 606 GARFIELD DR | LONGVIEW | TX | 75602 | NONE | PUBLIC | GENERAL CONTRIBUTIONS | $50,000 |
| PINK HEALS OF GREGG COUNTY | |||||||
| 1306 TONY ST | WHITE OAK | TX | 75693 | NONE | PUBLIC | GENERAL CONTRIBUTIONS | $250 |
| PRESERVATION LONGVIEW | |||||||
| P O BOX 2146 | LONGVIEW | TX | 75606 | NONE | PUBLIC | GENERAL CONTRIBUTIONS | $1,250 |
| UPSHUR COUNTY HOPE HOUSE FOR PETS | |||||||
| PO BOX 187 | GILMER | TX | 75644 | NONE | PUBLIC | GENERAL CONTRIBUTIONS | $1,200 |
| GREATER LONGVIEW YOUNG LIFE | |||||||
| PO BOX 6473 | LONGVIEW | TX | 75608 | NONE | PUBLIC | GENERAL CONTRIBUTIONS | $1,000 |
| PARTNERSHIP CONTRIBUTIONS | |||||||
| VARIOUS | VARIOUS | TX | 75701 | NONE | PUBLIC | GENERAL CONTRIBUTIONS | $58 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,001,277 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,965 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $764,144 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $740,007 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (6 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|---|---|
| PARTNERSHIP INCOME | 14 | $108,590 | |||
| PARTNERSHIP RENTAL INCOME | 14 | -$722 | |||
| PARTNERSHIP UBTI | 211110 | -$10,703 | |||
| PARTNERSHIP UBTI SEC 1231 | 211110 | $408 | |||
| ROYALTY INCOME | 15 | $256,301 | |||
| TAX EXEMPT INCOME | $6 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$10,295 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,872,285 | ExclusionAmt |
| Related Or Exempt Function Incm | $6 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,861,996 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | TAX EXEMPT INTEREST INCOME - EXCLUDED BY SECTION 103 | RelationshipStatementTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CRAIN RESOURCES | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 2146 | AddressLine1Txt |
| City | LONGVIEW | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING EXPENSES | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $4,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | General Explanation Supplemental Information for Form 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | 990-PF, PART VII-B, QUESTION 1A(3) - STATEMENT REGARDING FURNISHING OR RECEIVING GOODS OR SERVICES FROM DISQUALIFIED PERSONEXPLANATION:R. LACY SERVICES, LTD ("PARTNERSHIP") IS OWNED BY MEMBERS OF THE BOARDOF DIRECTORS OF THE CRAIN FOUNDATION ("THE FOUNDATION"). PARTNERSHIPMAKES AVAILABLE TO THE FOUNDATION, AS MAY BE REQUIRED FOR THE CONDUCTOF ITS ACTIVITIES, THE SERVICES OF CERTAIN OF ITS OFFICERS AND EMPLOYEES AND ITS FACILITIES. THESE SERVICES AND FACILITIES ARE MADEAVAIABLE TO THE FOUNDATION FREE OF CHARGE. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PIMCO TOTAL RETURN | ||
| PIMCO ALL ASSET ALL AUTHORITY INST | ||
| MET WEST TOTAL RETURN BOND CL I | $8,839,365 | $8,936,678 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLERGAN INC | $28,251 | $850,360 |
| AMERICAN INTL GROUP INC | $36,659 | $3,578 |
| BP PLC SPONS ADR | $135,000 | $125,034 |
| EXXON MOBIL CORP | $107,750 | $369,800 |
| WEINGARTEN REALTY REIT | $21,054 | $39,285 |
| VANGUARD TOTAL STOCK MARKET | $8,320,545 | $12,879,064 |
| HARBOR INTERNATIONAL INST REINVEST | $1,465,527 | $1,477,005 |
| BLACKROCK GLOBAL BALANCED | $3,058,486 | $3,146,317 |
| FREEPORT-MCMORAN COPPER & GOLD | $37,782 | $32,704 |
| MURPHY OIL CORP | $11,159 | $10,104 |
| MURPHY USA INC | $1,800 | $3,443 |
| WELLS FARGO ADVANTAGE ASSET | $1,502,069 | $1,494,485 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ASB ALLEGIANCE REAL ESTATE FUND | AT COST | $2,709,881 | $3,312,092 |
| GT REAL ASSETS | AT COST | $48,978 | $65,427 |
| GT EMERGING MARKETS (QP), LP | AT COST | $210,302 | $223,696 |
| GT SPECIAL OPPORTUNITIES III | AT COST | $84,366 | $85,449 |
| GT OFFSHORE FUND, LTD | AT COST | $1,251,227 | $1,380,011 |
| MIDLAND US QP FUND, LP | AT COST | $437,358 | $508,235 |
| MIDLAND INTL EQUITY QP FUND, LP | AT COST | $455,590 | $467,099 |
| BLACK STONE MINERALS CO, LP | AT COST | $341,310 | $3,119,902 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK FEES | $10,111 | $10,111 |
| DUES AND SUBSCRIPTIONS | $725 | $725 |
| NON-DEDUCTIBLE EXPENSES | $56 | |
| NON-DEDUCTIBLE PTRSHP EXP | $303 | |
| O&G COST DEPLETION | $67,116 | $67,116 |
| PARTNERSHIP OTHER DEDUCTIONS | $74,439 | $74,439 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME | $108,590 | $108,590 |
| PARTNERSHIP RENTAL INCOME | -$722 | -$722 |
| PARTNERSHIP UBTI | -$10,703 | |
| PARTNERSHIP UBTI SEC 1231 | $408 | |
| ROYALTY INCOME | $256,301 | $256,301 |
| TAX EXEMPT INCOME | $6 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $55,042 | Amt |
| Net Investment Income | $55,042 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX ON INVESTMENT INCOME | $16,628 | |
| OTHER FOREIGN TAX | $1,642 | $1,642 |
| PARTNERSHIP FOREIGN TAX | $1,114 | $1,114 |
| STATE TAX EXPENSE ON ROYALTY | $376 | $376 |
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