H FUND: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- H FUND (EIN 75-2853493)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-02-18
- IRS object ID
- 201400499349100115
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Legal Fees Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-02-18T13:53:05-08:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hudgins Crosier Sumpter PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 S Washington Suite 215 | AddressLine1 |
| City | Amarillo | City |
| State | TX | State |
| ZIP Code | 791022668 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752853493 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HFUN | BusinessNameControlTxt |
| Phone | 8063718771 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 S WASHINGTON ST STE 215 | AddressLine1 |
| City | AMARILLO | City |
| State | TX | State |
| ZIP Code | 79102 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jack S Hudgins Jr | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Signature | 2014-02-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TERRY L PRUIETT CPA | PreparerPersonNm |
| PTIN | P01400607 | PTIN |
| Phone | 8063718771 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,209,650 | 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 | $64,702 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $28,689 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,689 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $28,689 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,063 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $404,498 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,063 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $23 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $117,454 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $52,752 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $28,712 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $544 | LegalFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $2,044 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $218 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $218 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $12,936 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,936 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $7,037 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $15,980 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,154 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $7,799 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $149,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $149,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $165,230 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,154 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $7,799 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $149,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$47,776 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $38,598 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $20,913 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $151,690 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,654 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,654 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $653 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $828,852 | CorporateStockBOYAmt |
| Corporate Stock EOY | $928,726 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,064,724 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $132,619 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $104,658 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $112,272 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,113,814 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,066,038 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,209,650 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,113,814 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,066,038 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,113,814 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,066,038 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,113,814 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,066,038 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,113,814 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$47,776 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,066,038 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,066,038 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,063 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $23 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $50,968 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $970,143 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05254 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $92,600 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $843,694 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.10976 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $24,300 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $752,713 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03228 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $128,102 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $641,064 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.19983 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $151,558 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $622,648 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.24341 | DistributionYr5Rt |
| Total Distribution | 0.63781 | TotalDistributionRt |
| Average Distribution | 0.12756 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,109,709 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $141,557 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $386 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $141,943 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $149,250 | 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 | $386 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $386 | SubtotalAmt |
| Tax Based On Investment Income | $386 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $386 | TaxDueAmt |
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 | Yes (true) | 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 | JACK S HUDGINS JR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8063718771 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 S WASHINGTON ST STE 215 | AddressLine1 |
| City | AMARILLO | City |
| State | TX | State |
| ZIP Code | 79102 | ZIPCode |
| 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 |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Jack S Hudgins | ||||||
| 1800 S WASHINGTON SUITE 215 | Amarillo | TX | 79102 | President | 0.00 | $0 |
| Marlene Hoge Hudgins | ||||||
| 1800 S WASHINGTON SUITE 215 | Amarillo | TX | 79102 | Vice President | 0.00 | $0 |
| Jack S Hudgins Jr | ||||||
| 3009 Hayden | Amarillo | TX | 79109 | Vice President | 0.00 | $0 |
| Julie Hudgins Morris | ||||||
| 406 Murray Place | Peachtree City | GA | 30269 | Vice President | 0.00 | $0 |
| Debbie Land Hudgins | ||||||
| 3009 Hayden | AMARILLO | TX | 79109 | Vice President | 0.00 | $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 | $1,085,421 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,187 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,126,608 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,126,608 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,899 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,109,709 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $55,485 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $55,485 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $386 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $386 | TotalTaxAmt |
| Distributable Before Adj | $55,099 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $55,099 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $55,099 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $149,250 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $149,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $386 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $148,864 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $55,099 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $121,110 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $96,445 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $51,108 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,273 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $272,936 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $149,250 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $55,099 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $94,151 | RemainingDistriFromCorpusAmt |
| Total Corpus | $367,087 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $121,110 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $245,977 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $96,445 | ExcessFromYear4Amt |
| Excess From Year2 | $51,108 | ExcessFromYear2Amt |
| Excess From Year1 | $4,273 | ExcessFromYear1Amt |
| Excess From Current Year | $94,151 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Jack S Hudgins | ContributingManagerNm |
| Contributing Manager | Marlene Hoge Hudgins | ContributingManagerNm |
| Contributing Manager | Jack S Hudgins Jr | ContributingManagerNm |
| Contributing Manager | Julie Hudgins Morris | ContributingManagerNm |
| Contributing Manager | Debbie Land Hudgins | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | H FUND | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 S WASHINGTON STE 215 | AddressLine1 |
| City | AMARILLO | City |
| State | TX | State |
| ZIP Code | 79102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8063718771 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION MAY BE MADE IN THE FORM OF A WRITTEN LETTER AND SHOULD INCLUDE GENERAL ORGANIZATIONAL INFORMATION, AMOUNTS REQUESTED, USE OF FUNDS REQUESTED AND CURRENT INFORMATION REGARDING QUALIFICATION UNDER IRS SECTION 501(c)(3). | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATION MUST BE A QUALIFIED 501(C)(3) ORGANIZATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WESTMINSTER PRESBYTERIAN CHRCH | |||||||
| 2525 WIMBERLY ROAD | AMARILLO | TX | 79109 | NONE | PUB CH | GENERAL OPERATING BUDGET & CAPITAL CAMPAIGN | $7,100 |
| RICE UNIVERSITY | |||||||
| PO BOX 1892 | HOUSTON | TX | 77251 | NONE | STATE | GENERAL OPERATING BUDGET | $1,500 |
| PRESBYTERIAN HOME FOR CHILDREN | |||||||
| 3400 SOUTH BOWIE ST | AMARILLO | TX | 79109 | NONE | PUB CH | GENERAL OPERATING BUDGET | $500 |
| OPPORTUNITY PLAN OF CANYON | |||||||
| 504 24TH ST PO BOX 1035 | CANYON | TX | 79015 | NONE | PUB CH | MEMORIAL FUND | $10,000 |
| E3 PARTNERS I AM SECOND | |||||||
| 2001 W PLANO PKWY STE 2600 | PLANO | TX | 75075 | NONE | PUB CH | GENERAL OPERATING BUDGET | $25,000 |
| TRINITY FELLOWSHIP | |||||||
| 5000 HOLLYWOOD RD | AMARILLO | TX | 79118 | NONE | PUB CH | GENERAL OPERATING BUDGET | $80,000 |
| FIRST BAPTIST CHURCH-BUSHLAND | |||||||
| PO BOX 5 | BUSHLAND | TX | 79012 | NONE | CHAR | BUILDING FUND | $2,000 |
| AMARILLO AREA FOUNDATION | |||||||
| 801 S FILLMORE ST | AMARILLO | TX | 79101 | NONE | CHAR | PROGRAM | $1,000 |
| EVELYN RIVERS | |||||||
| 314 S JEFFERSON | AMARILLO | TX | 79101 | NONE | CHAR | PROGRAM | $20,000 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22718 | OKLAHOMA | OK | 73123 | NONE | CHAR | PROGRAM | $100 |
| HIGH PLAINS FOOD BANK | |||||||
| 815 ROSS ST | AMARILLO | TX | 79102 | NONE | CHAR | PROGRAM | $300 |
| ODYSSEY HEALTHCARE GENTIVA | |||||||
| 7801 MESQUITE BEND DR SWUITE 105 | IRVING | TX | 75063 | NONE | CHAR | PROGRAM | $100 |
| PARAMOUNT BAPTIST | |||||||
| 3801 S WESTERN | AMARILLO | TX | 79109 | NONE | CHAR | PROGRAM | $100 |
| POLK STREET UM CHURCH | |||||||
| 1401 S POLK | AMARILLO | TX | 79101 | NONE | CHAR | PROGRAM | $100 |
| PANHANDLE PLAINS HISTORICAL MUSEUM | |||||||
| 2503 4TH AVE | CANYON | TX | 79015 | NONE | CHAR | PROGRAM | $500 |
| SHARING HOPE | |||||||
| P O BOX 7160 | AMARILLO | TX | 79114 | NONE | CHAR | PROGRAM | $500 |
| SNAK PAK 4 KIDS | |||||||
| 701 PARK PLACE AVE | AMARILLO | TX | 79101 | NONE | CHAR | PROGRAM | $300 |
| AMARILLO SYMPHONY | |||||||
| 301 S POLK SUITE 700 | AMARILLO | TX | 79105 | NONE | CHAR | PROGRAM | $150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $149,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,689 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $24,063 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $28,689 | ExclusionAmt |
| Related Or Exempt Function Incm | $24,063 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $52,752 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Jack Marlene Hudgins | |||||||
| 1 | 1800 S WASHINGTON SUITE 215 | Amarillo | TX | 79102 | $25,000 | Yes (X) | |
| 1217 LP | |||||||
| 2 | 1800 WASHINGTON SUITE 215 | AMARILLO | TX | 79102 | $33,910 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | MARKETABLE SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $33,910 | FairMarketValueAmt |
| Received | 2013-09-30 | ReceivedDt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Legal Fees | $1,000 | LegalFeesAmt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $544 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ML ANNUAL FEE | Desc |
| Revenue And Expenses Per Books | $12,936 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $12,936 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,037 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| 1217 LP | |||
| 1800 WASHINGTON SUITE 215 | AMARILLO | TX | 79102 |
| JACK HUDGINS | |||
| 1800 WASHINGTON SUITE 215 | AMARILLO | TX | 79102 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FOREIGN TAXES | $218 | $218 | $218 |
| INVESTMENT INCOME TAX | $1,826 |
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