TEXAS SHILOM FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
TEXAS SHILOM FOUNDATION (EIN 74-2883718)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-12
IRS object ID
201532249349100228
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-08-12T11:22:33-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Wenzel & AssociatesBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15535 Fredericksburg Road Suite 200AddressLine1Txt
CitySan AntonioCityNm
State AbbreviationTXStateAbbreviationCd
ZIP782293553ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN742883718EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Texas Shiloh FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTEXABusinessNameControlTxt
Phone2104966223PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line118946 Redland RoadAddressLine1Txt
CitySan AntonioCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78259ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDavid Lynn JonesPersonNm
Person TitlePresidentPersonTitleTxt
Signature2015-08-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGary W WenzelPreparerPersonNm
PTINP00272074PTIN
Phone2107982500PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,063,515FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$37,500ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$9,690InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9,690InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$70,728DividendsRevAndExpnssAmt
Dividends Net Invst Incm$70,728DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$193,658NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$204,663GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$193,658CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$311,576TotalRevAndExpnssAmt
Total Net Invst Incm$274,076TotalNetInvstIncmAmt
Other Expenses Rev And Expnss$9,777OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,567OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$9,777TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,567TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$125,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$125,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$134,777TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,567TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$125,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$176,799ExcessRevenueOverExpensesAmt
Net Investment Income$267,509NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$428,989SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$338,246SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$338,246SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,871,488CorporateStockBOYAmt
Corporate Stock EOY$2,134,188CorporateStockEOYAmt
Corporate Stock EOYFMV$2,263,020CorporateStockEOYFMVAmt
Corporate Bonds BOY$479,876CorporateBondsBOYAmt
Corporate Bonds EOY$484,718CorporateBondsEOYAmt
Corporate Bonds EOYFMV$462,249CorporateBondsEOYFMVAmt
Total Assets BOY$2,780,353TotalAssetsBOYAmt
Total Assets EOY$2,957,152TotalAssetsEOYAmt
Total Assets EOYFMV$3,063,515TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$2,780,353UnrestrictedBOYAmt
Unrestricted EOY$2,957,152UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$2,780,353TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,957,152TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,780,353TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,957,152TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,780,353TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$176,799ExcessRevenueOverExpensesAmt
Subtotal$2,957,152SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,957,152TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGain Or LossGainOrLossAmt
Capital Gain Dividends
$191,947
FieldValueIRS element (for citing)
Capital Gain Net Income$193,658CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,350InvestmentIncomeExciseTaxAmt
Subtotal$5,350SubtotalAmt
Tax Based On Investment Income$5,350TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,500EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,500TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$5EsPenaltyAmt
Tax Due$2,855TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Gary WenzelBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2107982500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15535 Fredricksburg Rd Ste 200AddressLine1Txt
CitySan AntonioCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78229ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
David Lynn Jones
18946 Redland RoadSan AntonioTX78259Pres/Treas/Dir1.00$0
Diana Elizabeth Jones
State Highway 46WBoerneTX78006VP/Sec/Dir0.00$0
Jeremiah David Jones
18946 Redland RoadSan AntonioTX78259Director0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,652,726AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$429,178AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,081,904TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$3,081,904AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$46,229CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,035,675NetVlNoncharitableAssetsAmt
Minimum Investment Return$151,784MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$151,784MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,350TaxBasedOnInvestmentIncomeAmt
Total Tax$5,350TotalTaxAmt
Distributable Before Adj$146,434DistributableBeforeAdjAmt
Distributable Before Ded$146,434DistributableBeforeDedAmt
Distributable As Adjusted$146,434DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$125,000ExpensesAndContributionsAmt
Qualifying Distributions$125,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$125,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$146,434DistributableAsAdjustedAmt
Undistributed Income PY$100,742UndistributedIncomePYAmt
Qualifying Distributions$125,000QualifyingDistributionsAmt
Applied To Year1$100,742AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$24,258AppliedToCurrentYearAmt
Undistributed Income CY$122,176UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDavid Lynn JonesContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTexas Shiloh FoundationRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line118946 Redland RoadAddressLine1Txt
CitySan AntonioCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78259ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2104966223RecipientPhoneNum
Form And Info And MaterialsLetter form describing charitable purpose, worthiness of support, and substantiationof tax exempt status.FormAndInfoAndMaterialsTxt
Submission DeadlinesNo deadlinesSubmissionDeadlinesTxt
Restrictions On AwardsNo restrictionsRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Bible Study Fellowship
19001 Huebner RoadSan AntonioTX78258NoneMinistry support$8,000
Community Bible Church
2477 N Loop 1604 EastSan AntonioTX78232NoneMinistry support$10,000
International Justice Mission
PO Box 58147WashingtonDC20037NoneMinistry support$15,000
Real 4 Christ Ministries
18866 Stone Oak Parkway Ste 103103San AntonioTX78258NoneMinistry support$9,000
The Monarch School
2815 Rosefield DrHoustonTX77080NoneMinistry support$7,500
Man to Man Ministries
PO Box 4629VictoriaTX77903NoneMinistry support$5,000
Life Outreach International
PO Box 98200Fort WorthTX76182NoneMinistry support$5,000
Child Safe
7130 West US Hwy 90San AntonioTX78227NoneMinistry support$5,000
Wounded Warrior Project
4899 Belfort Road Suite 300JacksonvilleFL32256NoneMinistry support$10,000
Immersion Outfitters
30615 AcaciaBulverdeTX78163NoneMinistry support$25,000
ReFocus Today Ministry
19141 Sone Oak Parkway Suite 104San AntonioTX78258NoneMinistry support$3,000
St Jude Children's Research Hospita
501 St Jude PlaceMemphisTN38105NoneMinistry support$2,500
SAMMinistries
5254 Blanco RoadSan AntonioTX78216NoneMinistry support$3,000
Chrysalis Ministries
503 San PedroSan AntonioTX78212NoneMinistry support$7,000
Habitat For Humanity - San Antonio
311 ProbandtSan AntonioTX78204NoneMinistry support$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$125,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,690ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$70,728ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$193,658ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$274,076ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$274,076TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJones Charitable Lead TrustContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line15535 Fredricksburg RoadAddressLine1Txt
CitySan AntonioCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78229ZIPCd
FieldValueIRS element (for citing)
Total Contributions$37,500TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Advisory Fees$6,567$6,567
Federal Income Taxes$3,210

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonJones Charitable Lead TrustPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15535 Fredericksburg RoadAddressLine1Txt
CitySan AntonioCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78229ZIPCd

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