RAUL TIJERINA JR FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- RAUL TIJERINA JR FOUNDATION (EIN 33-1076963)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-12
- IRS object ID
- 201541329349101759
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-12T09:56:19-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 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 | 2014-01-01 | 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 STE 3300 | AddressLine1Txt |
| Address Line2 | Suite 3300 | AddressLine2Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BORIS HIDALGO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7136548111 | PhoneNum |
| Signature | 2015-05-11 | 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 | 7136548111 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,228,981 | 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 | $309,085 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $309,085 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $650,373 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,071,195 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $650,373 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $92,654 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $92,654 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,052,112 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,052,112 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,981 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $994 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $34,971 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,228 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,743 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,479 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,281 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $535 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $535 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $3,006 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $752 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,254 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,295 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,295 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $92,261 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $60,072 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,991 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $597,447 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $597,447 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $689,708 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $60,072 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $609,438 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $362,404 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $992,040 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $264,758 | CashBOYAmt |
| Cash EOY | $59,257 | CashEOYAmt |
| Cash EOYFMV | $59,257 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $351,854 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $698,020 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $698,020 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $7,781 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $20,200 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $20,200 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $6,396,943 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,466,518 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,576,696 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,619,389 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,748,666 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,747,547 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $35,669 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $35,134 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $111,020 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $5,466 | OtherAssetsBOYAmt |
| Other Assets EOY | $16,241 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $16,241 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,681,860 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,044,036 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,228,981 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $228 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $228 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $10,681,632 | UnrestrictedBOYAmt |
| Unrestricted EOY | $11,044,036 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,681,632 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,044,036 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,681,860 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,044,036 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,681,632 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $362,404 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,044,036 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,044,036 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 12,080.511 SHS IVY HIGH INCOME FUND CLASS I | P | 2012-01-27 | 2014-04-29 | $105,342 | $98,456 | $6,886 | $6,886 |
| 1,899.846 SHS FROST KEMPNER MULTICAP DEEP VAL EQ | P | 2006-07-13 | 2014-04-29 | $21,696 | $19,489 | $2,207 | $2,207 |
| 2,053.271 SHS FROST TOTAL RETURN BOND FUND INSTL | P | 2007-06-22 | 2014-04-29 | $22,360 | $20,537 | $1,823 | $1,823 |
| 13,179.194 SHS IVY HIGH INCOME FUND CLASS I | P | 2011-06-24 | 2014-04-29 | $114,922 | $110,046 | $4,876 | $4,876 |
| 14,226.037 SHS MAINSTAY CONVERTIBLE FUND I | P | 2009-05-01 | 2014-07-24 | $258,914 | $159,189 | $99,725 | $99,725 |
| 361.431 SHS T ROWE PRICE INTERNATIONAL DISCOVERY | P | 2009-09-25 | 2014-04-29 | $20,671 | $13,105 | $7,566 | $7,566 |
| CAPITAL GAIN DIVIDENDS | P | $527,290 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $650,373 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $530,607 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,548,309 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045947 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $549,783 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,867,667 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050589 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $521,575 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,253,793 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046347 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $456,052 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,851,186 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042028 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $545,443 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,760,203 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055884 | DistributionYr5Rt |
| Total Distribution | 0.240795 | TotalDistributionRt |
| Average Distribution | 0.048159 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,249,312 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $589,915 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,920 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $599,835 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $609,438 | 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 | $9,920 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,920 | SubtotalAmt |
| Tax Based On Investment Income | $9,920 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $20,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $10,280 | OverpaymentAmt |
| Applied To ES Tax | $10,280 | 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 SUITE 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 | 3.0 | $0 | $0 | $0 |
| BORIS A HIDALGO | ||||||||
| 333 CLAY STREET SUITE 3300 | HOUSTON | TX | 77002 | PRESIDENT/BOARD CHAIR | 3.0 | $0 | $0 | $0 |
| CULLEN R LOONEY | ||||||||
| 506 E CANTON | EDINBURG | TX | 78539 | DIRECTOR | 3.0 | $0 | $0 | $0 |
| MIKE A HERNANDEZ II | ||||||||
| 6947 QUARTERWAY DRIVE | DALLAS | TX | 75248 | DIRECTOR | 3.0 | $0 | $0 | $0 |
| JOHN DRAMBERGER | ||||||||
| 2108 SOUTHGATE BLVD | HOUSTON | TX | 77030 | SECRETARY/TREASURER/DIRECTOR | 3.0 | $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 | $11,733,640 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $554,749 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $147,461 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,435,850 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,435,850 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $186,538 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,249,312 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $612,466 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $612,466 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,920 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,920 | TotalTaxAmt |
| Distributable Before Adj | $602,546 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $602,546 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $602,546 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $609,438 | 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 | $609,438 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,920 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $599,518 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $602,546 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $550,752 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $609,438 | QualifyingDistributionsAmt |
| Applied To Year1 | $550,752 | AppliedToYear1Amt |
| Applied To Current Year | $58,686 | 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 | $543,860 | 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 (32 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 | $46,500 |
| BOY & GIRLS CLUB OF RIO GRANDE CITY | |||||||
| 1615 E HWY 83 | RIO GRANDE CITY | TX | 78582 | NONE | PC | GENERAL PURPOSE GRANT | $20,000 |
| 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 | $38,000 |
| UNIVERSITY OF TEXAS PAN AMERICAN | |||||||
| 1201 W UNIVERSITY DRIVE | EDINBERG | TX | 78539 | NONE | PC | SCHOLARSHIPS | $12,564 |
| GUADALUPE REGIONAL MIDDLE SCHOOL | |||||||
| 1214 LINCOLN STREET | BROWNSVILLE | TX | 78521 | NONE | PC | TUITION ASSISTANCE FOR LOW-INCOME CHILDREN | $30,000 |
| 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 | $6,084 |
| FOOD BANK OF THE RIO GRANDE VALLEY | |||||||
| 724 NORTH CAGE BLVD | PHARR | TX | 78502 | NONE | PC | GENERAL PURPOSE GRANT | $15,000 |
| TEACH FOR AMERICA | |||||||
| 200 S 10TH STREET SUITE 800 | MCALLEN | TX | 78501 | NONE | PC | GENERAL PURPOSE GRANT | $20,000 |
| UNIVERSITY OF NORTH TEXAS | |||||||
| 1155 UNION CIR | DENTON | TX | 76203 | NONE | PC | SCHOLARSHIP | $3,000 |
| UNIVERSITY OF TEXAS AT SAN ANTONIO | |||||||
| 1 UTSA CIR | SAN ANTONIO | TX | 78249 | NONE | PC | SCHOLARSHIP | $12,000 |
| ABILENE CHRISTIAN UNIVERSITY | |||||||
| 1600 CAMPUS CT | ABILENE | TX | 79601 | NONE | PC | SCHOLARSHIPS | $3,000 |
| BAYLOR UNIVERSITY | |||||||
| 1311 S 5TH ST | WACO | TX | 76706 | NONE | PC | SCHOLARSHIPS | $6,000 |
| BOY & GIRLS CLUB OF WESLACO | |||||||
| 500 S KANSAS | WESLACO | TX | 78596 | NONE | PC | GENERAL PURPOSE GRANT | $20,000 |
| THE CAMILLE PLAYHOUSE | |||||||
| 1 DEAN PORTER PARK | BROWNSVILLE | TX | 78520 | NONE | PC | GENERAL PURPOSE GRANT | $4,260 |
| CHILDREN'S LEARNING INSTITUTE - UT HOUSTON | |||||||
| 7000 FANNIN SUITE 2300 | HOUSTON | TX | 77030 | NONE | PC | GENERAL PURPOSE GRANT | $25,000 |
| IDEA PUBLIC SCHOOLS | |||||||
| 505 ANGELITA DRIVE SUITE 9 | WESLACO | TX | 78599 | NONE | PC | GENERAL PURPOSE GRANT | $15,000 |
| 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 | $40,039 |
| NATIONAL BUTTERFLY CENTER | |||||||
| 333 BUTTERFLY PARK DRIVE | MISSION | TX | 78572 | NONE | PC | GENERAL PURPOSE GRANT | $15,000 |
| OUR LADY OF GUADALUPE CATHOLIC SCHOOL | |||||||
| 400 CALLAGHAN STREET | LAREDO | TX | 78040 | NONE | PC | GENERAL PURPOSE GRANT | $20,000 |
| PHARR-SAN JUAN-ALAMO INDEPENDENT SCHOOL DISTRICT | |||||||
| 601 E KELLY | PHARR | TX | 78577 | NONE | PC | GENERAL PURPOSE GRANT | $15,000 |
| RIO GRANDE VALLEY LIVESTOCK SHOW INC | |||||||
| 1000 NORTH TEXAS | MERCEDES | TX | 78570 | NONE | PC | GENERAL PURPOSE GRANT | $40,000 |
| ST EDWARD'S UNIVERSITY | |||||||
| 3001 S CONGRESS AVE | AUSTIN | TX | 78704 | NONE | PC | SCHOLARSHIPS | $6,000 |
| ST MARY'S UNIVERSITY | |||||||
| 1 CAMINO SANTA MARIA | SAN ANTONIO | TX | 78228 | NONE | PC | SCHOLARSHIPS | $3,000 |
| SAINT JOSEPH ACADEMY | |||||||
| 101 SAINT JOSEPH DRIVE | BROWNSVILLE | TX | 78520 | NONE | PC | GENERAL PURPOSE GRANT | $10,000 |
| THE TEXAS A&M FOUNDATION | |||||||
| 401 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 77840 | NONE | PC | SCHOLARSHIPS | $50,000 |
| TEXAS A&M HEALTH SCIENCE CENTER | |||||||
| 3950 N AW GRIMES BLVD | ROUND ROCK | TX | 78665 | NONE | PC | SCHOLARSHIPS | $50,000 |
| TEXAS A&M UNIVERSITY-KINGSVILLE | |||||||
| 955 UNIVERSITY BLVD | KINGSVILLE | TX | 78363 | NONE | PC | SCHOLARSHIPS | $3,000 |
| TEXAS CHILDREN'S HOSPITAL | |||||||
| 6621 FANNIN ST | HOUSTON | TX | 77030 | NONE | PC | GENERAL PURPOSE GRANT | $40,000 |
| THE UNIVERSITY OF TEXAS AT BROWNSVILLE | |||||||
| 1 W UNIVERSITY BLVD | BROWNSVILLE | TX | 78520 | NONE | PC | SCHOLARSHIPS | $3,000 |
| TRANQUIL SOLUTIONS SPECIAL CARE FACILITY | |||||||
| 3727 W SCHUNIOR ST | EDINBURG | TX | 78541 | NONE | PC | GENERAL PURPOSE GRANT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $597,447 | 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 | $309,085 | 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 | $650,373 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTIES | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $92,654 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,052,112 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,052,112 | 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 | N/A | LineNumberTxt |
| Relationship Statement | N/A | 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 |
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 | $3,975 | Amt |
| Net Investment Income | $2,981 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $994 | 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 | $3,748,666 | EOYBookValueAmt |
| EOYFMV | $3,747,547 | 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 | $6,466,518 | EOYBookValueAmt |
| EOYFMV | $7,576,696 | 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 | $35,134 | BookValueAmt |
| EOYFMV | $111,020 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| A/R - ROYALTY PAYMENTS | $1,183 | $100 | $100 |
| A/R - CAPITAL GAIN DISTR. | $1,112 | $0 | $0 |
| A/R - DIVIDENDS | $3,171 | $16,141 | $16,141 |
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 | $4,255 | |||
| BANK FEES | $45 | $45 | $0 | $0 |
| DUES | $1,725 | $1,725 | $0 | $0 |
| INVESTMENT FEES | $14,996 | $14,996 | $0 | $0 |
| D & O INSURANCE | $1,200 | $1,200 | $0 | $0 |
| OFFICE EXPENSES | $74 | $74 | $0 | $0 |
| Rent and Royalty Expense | $4,255 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | A/P - HORTENSIA TIJERINA | Desc |
| BOY Book Value | $228 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $34,971 | Amt |
| Net Investment Income | $26,228 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,743 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $20,198 | $0 | $0 | $0 |
| FOREIGN TAXES | $5,207 | $5,207 | $0 | $0 |
| PROPERTY TAXES | $2,074 | $2,074 | $0 | $0 |
Comments