RAUL TIJERINA JR FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- RAUL TIJERINA JR FOUNDATION (EIN 33-1076963)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201401349349101065
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc 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 | 2014-05-14T09:41:05-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWANK & SALCH PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 802 N CARANCAHUA SUITE 310 | AddressLine1 |
| City | CORPUS CHRISTI | City |
| State | TX | State |
| ZIP Code | 78401 | 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 | 331076963 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAUL TIJERINA JR FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O BORIS A HIDALGO | BusinessNameLine2 |
| 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 | AddressLine1 |
| Address Line2 | Suite 3300 | AddressLine2 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77002 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BORIS HIDALGO | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 7136548111 | PhoneNum |
| Signature | 2014-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINE SALCH | PreparerPersonNm |
| Phone | 3618838151 | 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 | $12,208,713 | 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 | $267,210 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $267,210 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $705,638 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,119,103 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $705,638 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $92,726 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $92,726 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,065,574 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,065,574 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,712 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,238 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,500 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,998 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,239 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $830 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $25,217 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25,217 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $69,995 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,668 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,738 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $521,869 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $521,869 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $591,864 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,668 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $530,607 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $473,710 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,009,906 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $63,542 | CashBOYAmt |
| Cash EOY | $264,758 | CashEOYAmt |
| Cash EOYFMV | $264,758 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $340,842 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $351,854 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $351,854 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $6,480 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $7,781 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $7,781 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $5,957,065 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,396,943 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,668,679 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,799,080 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,619,389 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,777,495 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $36,499 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $35,669 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $132,680 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $4,414 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,466 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,466 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,207,922 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,681,860 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,208,713 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $228 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $228 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $10,207,922 | UnrestrictedBOYAmt |
| Unrestricted EOY | $10,681,632 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,207,922 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,681,632 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,207,922 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,681,860 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,207,922 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $473,710 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,681,632 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,681,632 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| DETAILS PER ATTACHED PDF FILE | P | $250,638 | $237,529 | $13,109 | $13,109 |
| DETAILS PER ATTACHED PDF FILE | P | $107,963 | $107,843 | $120 | $120 |
| DETAILS PER ATTACHED PDF FILE | P | $2,447,440 | $2,068,093 | $379,347 | $379,347 |
| CAPITAL GAIN DIVIDENDS | P | $313,062 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $705,638 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $549,783 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,867,667 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050589 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $521,575 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,253,793 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046347 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $456,052 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,851,186 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042028 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $545,443 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,760,203 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055884 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $443,575 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,736,786 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041314 | DistributionYr5Rt |
| Total Distribution | 0.236162 | TotalDistributionRt |
| Average Distribution | 0.047232 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,548,309 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $545,450 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,099 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $555,549 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $530,607 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,198 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $20,198 | SubtotalAmt |
| Tax Based On Investment Income | $20,198 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,781 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,781 | TotalPaymentsAndCreditsAmt |
| Tax Due | $12,417 | 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 |
| 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77002 | 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 |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HORTENSIA C TIJERINA | ||||||||
| 325 CALLE CENIZO | BROWNSVILLE | TX | 78520 | PRESIDENT | 3.0 | $0 | $0 | $0 |
| CARLOS A LOZANO MD | ||||||||
| 429 BROADVIEW DRIVE WEST | SAN ANTONIO | TX | 78228 | VICE-PRESIDENT | 3.0 | $0 | $0 | $0 |
| BORIS A HIDALGO | ||||||||
| 333 CLAY STREET SUITE 3300 | HOUSTON | TX | 77002 | SECRETARY/TREASURER | 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 |
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 | $11,544,188 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $34,057 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $145,927 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,724,172 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,724,172 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $175,863 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,548,309 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $577,415 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $577,415 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,198 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,198 | TotalTaxAmt |
| Distributable Before Adj | $557,217 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $557,217 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $557,217 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $530,607 | 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 | $530,607 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $530,607 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $557,217 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $524,142 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $530,607 | QualifyingDistributionsAmt |
| Applied To Year1 | $524,142 | AppliedToYear1Amt |
| Applied To Current Year | $6,465 | 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 | $550,752 | 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 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 770024499 | ZIPCode |
| 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 (28 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TEXAS A&M UNIVERSITY | |||||||
| PO BOX 30016 | COLLEGE STATION | TX | 77842 | NONE | PC | SCHOLARSHIPS | $38,000 |
| BOY & GIRLS CLUB OF EDINBURG RIO GRAND VALLEY | |||||||
| 702 CULLEN STREET | EDINBURG | TX | 78541 | NONE | PC | GENERAL PURPOSE GRANT | $20,000 |
| TEXAS STATE UNIVERSITY | |||||||
| 607 UNIVERSITY DRIVE | SAN MARCOS | TX | 78666 | NONE | PC | SCHOLARSHIPS | $3,000 |
| UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| 1 UNIVERSITY STATION | AUSTIN | TX | 78712 | NONE | PC | SCHOLARSHIPS | $45,000 |
| UNIVERSITY OF TEXAS PAN AMERICAN | |||||||
| 1201 W UNIVERSITY DRIVE | EDINBERG | TX | 78539 | NONE | PC | SCHOLARSHIPS | $21,122 |
| 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 | $30,000 |
| RIO GRANDE VALLEY BALLET | |||||||
| 1025 W JACKSON ST | HARLINGEN | TX | 78550 | NONE | PC | HOLIDAY ARTS PROGRAM FOR LOW-INCOME CHILDREN | $4,372 |
| TEXAS STATE TECHNICAL COLLEGE | |||||||
| 3801 CAMPUS DRIVE | WACO | TX | 76705 | NONE | PC | SCHOLARSHIP | $3,000 |
| ARTE PUBLICO PRESS | |||||||
| 4902 GULF FWY BLDG 19 ROOM 100 | HOUSTON | TX | 772042004 | NONE | PC | GENERAL PURPOSE GRANT | $25,000 |
| CHILDREN'S MUSEUM OF BROWNSVILLE | |||||||
| 501 RINGGOLD STREET 5 | BROWNSVILLE | TX | 78520 | NONE | PC | GENERAL PURPOSE GRANT | $10,700 |
| COMFORT HOUSE SERVICES INC | |||||||
| 617 DALLAS AVE | MCALLEN | TX | 78501 | NONE | PC | GENERAL PURPOSE GRANT | $20,000 |
| FOOD BANK OF THE RIO GRANDE VALLEY | |||||||
| 724 NORTH CAGE BLVD | PHARR | TX | 78502 | NONE | PC | GENERAL PURPOSE GRANT | $36,160 |
| FOSTER ANGELS OF SOUTH TEXAS FOUNDATION | |||||||
| PO BOX 18863 | CORPUS CHRISTI | TX | 78480 | NONE | PC | GENERAL PURPOSE GRANT | $6,000 |
| GIRL SCOUTS OF GREATER SOUTH TEXAS | |||||||
| 1109 W NOLANA SUITE 202 | MCALLEN | TX | 78501 | NONE | PC | GENERAL PURPOSE GRANT | $25,000 |
| HOPE FAMILY HEALTH CENTER | |||||||
| 2332 W JORDAN AVE | MCALLEN | TX | 78503 | NONE | PC | GENERAL PURPOSE GRANT | $15,000 |
| INFANT & FAMILY NUTRITION AGENCY | |||||||
| 1225 BOCA CHICA BLVD ROOM 5 | BROWNSVILLE | TX | 78520 | NONE | PC | GENERAL PURPOSE GRANT | $15,000 |
| MUSEUM OF SOUTH TEXAS HISTORY | |||||||
| 200 N CLOSNER BLVD | EDINBURG | TX | 78541 | NONE | PC | GENERAL PURPOSE GRANT | $25,000 |
| PALMER DRUG ABUSE PROGRAM MCALLEN INC | |||||||
| 115 N 9TH ST | MCALLEN | TX | 78501 | NONE | PC | GENERAL PURPOSE GRANT | $20,000 |
| RIO GRANDE CHILDREN'S HOME INC | |||||||
| 3780 N BENTSEN PALM DR | MISSION | TX | 78574 | NONE | PC | GENERAL PURPOSE GRANT | $20,000 |
| SAM HOUSTON STATE UNIVERSITY | |||||||
| 1806 AVENUE J | HUNTSVILLE | TX | 77340 | NONE | PC | SCHOLARSHIP | $3,000 |
| TEACH FOR AMERICA | |||||||
| 200 S 10TH STREET SUITE 800 | MCALLEN | TX | 78501 | NONE | PC | GENERAL PURPOSE GRANT | $25,000 |
| UNIVERSITY OF HOUSTON | |||||||
| 4800 CALHOUN RD | HOUSTON | TX | 77004 | NONE | PC | SCHOLARSHIP | $3,000 |
| 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 |
| UNIVERSITY OF TEXAS PAN AMERICAN FOUNDATION | |||||||
| 1201 W UNIVERSITY DRIVE | EDINBURG | TX | 78539 | NONE | PC | GENERAL PURPOSE GRANT | $40,000 |
| VALLEY NATURE CENTER | |||||||
| 301 S BORDER AVE | WESLACO | TX | 78596 | NONE | PC | GENERAL PURPOSE GRANT | $25,000 |
| RIO GRANDE VALLEY DIABETES ASSOCIATION | |||||||
| 4121 N 10TH ST | MCALLEN | TX | 78504 | NONE | PC | REFUND OF 2011 GRANT | -$1,485 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $521,869 | 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 | $267,210 | 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 | $705,638 | 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 | $92,726 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,065,574 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,065,574 | 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 | NONE | LineNumberTxt |
| Relationship Statement | NONE | 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 | BusinessNameLine1 |
| 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, P.C. | CategoryTxt |
| Amt | $4,950 | Amt |
| Net Investment Income | $3,712 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,238 | 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 | $3,619,389 | EOYBookValueAmt |
| EOYFMV | $3,777,495 | 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 | $6,396,943 | EOYBookValueAmt |
| EOYFMV | $7,668,679 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
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 | $35,669 | BookValueAmt |
| EOYFMV | $132,680 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| A/R - ROYALTY PAYMENTS | $0 | $1,183 | $1,183 |
| A/R - CAPITAL GAIN DISTR. | $0 | $1,112 | $1,112 |
| A/R - DIVIDENDS | $3,946 | $3,171 | $3,171 |
| A/R - HORTENSIA TIJERINA | $468 | $0 | $0 |
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 | $5,933 | |||
| BANK FEES | $73 | $73 | $0 | $0 |
| DUES | $2,420 | $2,420 | $0 | $0 |
| INVESTMENT FEES | $14,394 | $14,394 | $0 | $0 |
| D & O INSURANCE | $1,200 | $1,200 | $0 | $0 |
| OFFICE EXPENSES | $1,197 | $1,197 | $0 | $0 |
| Rent and Royalty Expense | $5,933 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | A/P - HORTENSIA TIJERINA | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $228 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $30,000 | Amt |
| Net Investment Income | $22,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,500 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $4,759 | $0 | $0 | $0 |
| FOREIGN TAXES | $2,958 | $2,958 | $0 | $0 |
| PROPERTY TAXES | $1,281 | $1,281 | $0 | $0 |
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