CRAIN FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CRAIN FOUNDATION (EIN 75-2698267)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-11
- IRS object ID
- 201403159349100230
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-11T11:15:06-08:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY & PETERS PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3310 S BROADWAY AVE STE 100 | AddressLine1 |
| City | TYLER | City |
| State | TX | State |
| ZIP Code | 75701 | 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 | 752698267 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CRAIN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CRAI | BusinessNameControlTxt |
| Phone | 9037588276 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 2146 | AddressLine1 |
| City | LONGVIEW | City |
| State | TX | State |
| ZIP Code | 75606 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN MINCEY | PersonNm |
| Person Title | VP/TREAS | PersonTitleTxt |
| Signature | 2014-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey L Geese | PreparerPersonNm |
| PTIN | P00041276 | PTIN |
| Phone | 9035976311 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $33,837,287 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10,871 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,871 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $667,698 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $667,698 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $719,603 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,671,562 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $719,603 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $300,887 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $314,997 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,199,059 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,713,169 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $6,380 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,380 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $36,710 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,710 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $8,641 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $8,641 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $17,553 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,415 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $148,468 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $148,348 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $217,752 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $202,494 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,876,834 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,876,834 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,094,586 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $202,494 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,876,834 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,104,473 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,510,675 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,885,146 | CashBOYAmt |
| Sav And Temp Cash Invst EOY | $1,601,179 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,601,179 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $105,422 | AcctRcvblAmt |
| Acct Rcvbl BOY | $59,017 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $105,422 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $105,422 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $14,086,499 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,338,776 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,513,187 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,912,645 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,825,500 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,343,895 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,096,189 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,273,604 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,273,604 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $28,039,496 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,144,481 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,837,287 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $512 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $512 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $28,039,496 | RetainedEarningBOYAmt |
| Retained Earning EOY | $29,143,969 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,039,496 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,143,969 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,039,496 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,144,481 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,039,496 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,104,473 | ExcessRevenueOverExpensesAmt |
| Subtotal | $29,143,969 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $29,143,969 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3.831 VANGUARD SHORT-TERM TAX-EXEMPT ADMIRAL | P | 2012-12-01 | 2013-01-31 | $61 | $61 | ||
| 7363.771 BLACKROCK GLOBAL BALANCED CL I | P | 2012-07-30 | 2013-01-31 | $150,000 | $139,838 | $10,162 | $10,162 |
| 1711.491 BLACKROCK GLOBAL BALANCED CL I | P | 2012-07-30 | 2013-02-05 | $35,000 | $32,501 | $2,499 | $2,499 |
| 1563.722 HARBOR INTERNATIONAL FUND | P | 2008-04-17 | 2013-01-31 | $100,000 | $109,304 | -$9,304 | -$9,304 |
| 547.303 HARBOR INTERNATIONAL FUND | P | 2008-04-17 | 2013-02-05 | $35,000 | $38,257 | -$3,257 | -$3,257 |
| 61205.273 PIMCO FDS TOTAL RETURN II | P | 2005-03-16 | 2013-01-31 | $650,000 | $613,277 | $36,723 | $36,723 |
| 4712.535 PIMCO FDS TOTAL RETURN II | P | 2005-03-16 | 2013-02-05 | $50,000 | $47,220 | $2,780 | $2,780 |
| 643147.329 PIMCO FDS TOTAL RETURN II | P | 2005-03-16 | 2013-04-01 | $509,443 | $515,101 | -$5,658 | -$5,658 |
| 47835.015 PIMCO FDS TOTAL RETURN II | P | 2012-03-01 | 2013-04-01 | $6,849,519 | $6,423,732 | $425,787 | $425,787 |
| 8992.806 PIMCO ALL ASSET ALL AUTHORITY | P | 2012-07-30 | 2013-01-31 | $100,000 | $97,392 | $2,608 | $2,608 |
| 11961.723 VANGUARD TOTAL STOCK MARKET INST | P | 2005-03-14 | 2013-01-31 | $450,000 | $343,207 | $106,793 | $106,793 |
| 10015.814 VANGUARD TOTAL STOCK MARKET INST | P | 2005-03-14 | 2013-02-05 | $380,000 | $287,375 | $92,625 | $92,625 |
| 5600 FISHER COMMUNICATIONS INC | P | 2001-05-24 | 2013-08-09 | $229,600 | $253,848 | -$24,248 | -$24,248 |
| REALIZED LOSS FROM PARTNERHIPS | P | 2012-01-01 | 2013-12-31 | $50,658 | -$50,658 | -$50,658 | |
| GT EMERGING MARKETS SECTION 1256 | P | 2012-01-01 | 2013-12-31 | $18 | -$18 | -$18 | |
| MIDLAND US QP FUND SECTION 1256 | P | 2012-01-01 | 2013-12-31 | $132 | -$132 | -$132 | |
| MIDLAND INTL EQUITY QP FUND | P | 2012-01-01 | 2013-12-31 | $38 | -$38 | -$38 | |
| Capital Gain Dividends | |||||||
| $132,939 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $719,603 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $15,269 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,336,787 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $28,742,865 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04651 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $979,549 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $26,507,708 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03695 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $666,100 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $24,390,973 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.02731 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $560,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $22,223,212 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.02520 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $884,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,141,953 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05157 | DistributionYr5Rt |
| Total Distribution | 0.18754 | TotalDistributionRt |
| Average Distribution | 0.03751 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $30,229,217 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,133,837 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,107 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,148,944 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,876,834 | 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 | $15,107 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,107 | SubtotalAmt |
| Tax Based On Investment Income | $15,107 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,626 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $7,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $21,626 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $56 | EsPenaltyAmt |
| Overpayment | $6,463 | OverpaymentAmt |
| Applied To ES Tax | $6,463 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN MINCEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9037588276 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 E TYLER | AddressLine1 |
| City | LONGVIEW | City |
| State | TX | State |
| ZIP Code | 75601 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ANN LACY CRAIN | ||||||
| 222 E TYLER STREET | LONGVIEW | TX | 75601 | Pres/DIRECTOR | 1.00 | $0 |
| ROGERS L CRAIN | ||||||
| 712 MAIN STREET SUITE 3400 | HOUSTON | TX | 77002 | VP/SEC/DIRECTOR | 1.00 | $0 |
| B WALTER CRAIN III | ||||||
| 712 MAIN STREET SUITE 3400 | HOUSTON | TX | 77002 | VP/DIRECTOR | 1.00 | $0 |
| ANN LACY CRAIN II | ||||||
| 712 MAIN STREET SUITE 3400 | HOUSTON | TX | 77002 | VP/DIRECTOR | 1.00 | $0 |
| SUSAN MINCEY | ||||||
| 222 E TYLER STREET | LONGVIEW | TX | 75601 | VP/TREAS | 1.00 | $0 |
| DARREN GROCE | ||||||
| 222 E TYLER STREET | LONGVIEW | TX | 75601 | VP | 1.00 | $0 |
| TERRI DOWNING | ||||||
| 222 E TYLER STREET | LONGVIEW | TX | 75601 | Controller | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,321,130 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,101,836 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,266,594 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,689,560 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $30,689,560 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $460,343 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,229,217 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,511,461 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,511,461 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,107 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,107 | TotalTaxAmt |
| Distributable Before Adj | $1,496,354 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,496,354 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,496,354 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,876,834 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,876,834 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $15,107 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,861,727 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,496,354 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $352,282 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,876,834 | QualifyingDistributionsAmt |
| Applied To Year1 | $352,282 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,496,354 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $28,198 | RemainingDistriFromCorpusAmt |
| Total Corpus | $28,198 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $28,198 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $28,198 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANN LACY CRAIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 2146 | AddressLine1 |
| City | LONGVIEW | City |
| State | TX | State |
| ZIP Code | 75606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9037588276 | RecipientPhoneNum |
| Form And Info And Materials | EXPLANATION OF REQUESTING ORGANIZATION, PROPOSED AMOUNT AND USE, PROOF OF THEIR IRS EXEMPT STATUS (LETTER RULING) OR THAT THEY ARE A NON-PROFIT ORGANIZATION AND ARE EXEMPT FROM PAYING INCOME TAX. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE ACCEPTED AT ANY TIME | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE MADE ONLY TO TAX-EXEMPT ORGANIZATIONS QUALIFYING AS SEC. 501(C)(3) ORGANIZATIONS OR SIMILAR EXEMPTION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (141 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE 100 CLUB | |||||||
| 5555 SAN FELIPE ST STE 1750 | HOUSTON | TX | 77056 | NONE | PUBLIC | GENERAL CONTRIBUTION | $100 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 501 PINE TREE RD SUITE U4 | LONGVIEW | TX | 75604 | NONE | PUBLIC | GENERAL CONTRIBUTION | $2,500 |
| AMAZING PLACE | |||||||
| 3735 DREXEL | HOUSTON | TX | 77027 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| AMERICAN HEART ASSOCIATION LONGVIEW | |||||||
| 1125 JUDSON ROAD 150 | LONGVIEW | TX | 75601 | NONE | PUBLIC | GENERAL CONTRIBUTION | $200 |
| ARC OF GREGG COUNTY THE | |||||||
| PO BOX 522 | LONGVIEW | TX | 75606 | NONE | PUBLIC | GENERAL CONTRIBUTION | $3,000 |
| ARTSVIEW CHILDREN'S THEATRE | |||||||
| 313 W TYLER ST | LONGVIEW | TX | 75601 | NONE | PUBLIC | GENERAL CONTRIBUTION | $3,000 |
| ASBURY HOUSE | |||||||
| 320 S CENTER STREET | LONGVIEW | TX | 75601 | NONE | PUBLIC | GENERAL CONTRIBUTION | $5,250 |
| ASSN OF FORMER STUDENTS OF TEXAS AM | |||||||
| 505 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 77840 | NONE | PUBLIC | GENERAL CONTRIBUTION | $125 |
| AZLEWAY INC | |||||||
| 15892 CR 26 | TYLER | TX | 75707 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| BAYLOR COLLEGE OF MEDICINE | |||||||
| ONE BAYLOR PLAZA MSBCM 160 | HOUSTON | TX | 77030 | NONE | PUBLIC | FOR DR LARRY LIPSHUTZ | $10,000 |
| BAYOU BEND COLLECTIONSGARDENS | |||||||
| PO BOX 6826 | HOUSTON | TX | 77265 | NONE | PUBLIC | GENERAL CONTRIBUTION | $43,000 |
| BAYOU BEND COLLECTIONSGARDENS | |||||||
| PO BOX 6826 | HOUSTON | TX | 77265 | NONE | PUBLIC | CHINESE EXPORT FUND | $10,000 |
| BETA XI KKG HOUSE-AUSTIN | |||||||
| PO BOX 5201 | AUSTIN | TX | 78763 | NONE | PUBLIC | FOR THE RENOVATION OF THE KAPPA HOUSE | $25,000 |
| BLUE SANTA FUNDCOP | |||||||
| 302 W COTTON ST | LONGVIEW | TX | 75601 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 1331 E FIFTH STREET | TYLER | TX | 75701 | NONE | PUBLIC | GENERAL CONTRIBUTION | $2,500 |
| BOYS AND GIRLS CLUB OF GREGG CO | |||||||
| PO BOX 2426 | LONGVIEW | TX | 75605 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| BOYS AND GIRLS CLUB OF GREGG CO | |||||||
| PO BOX 2426 | LONGVIEW | TX | 75606 | NONE | PUBLIC | FURNITURE/SUPPLIES FOR 1ST-3RD GRADE BUILDING | $25,000 |
| BUFFALO BAYOU PARTNERSHIP | |||||||
| 1113 VINE STREET SUITE 200 | HOUSTON | TX | 77002 | NONE | PUBLIC | GENERAL CONTRIBUTION | $25,000 |
| CASA DE ESPERANZA DE LOS NINOS | |||||||
| PO BOX 66581 | HOUSTON | TX | 77266 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| CHINQUAPIN PREPARATORY SCHOOL THE | |||||||
| 2615 E WALLISVILLE RD | HIGHLANDS | TX | 77562 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| CITY OF KILGORESAFE DAY | |||||||
| 815 N KILGORE ST | KILGORE | TX | 75662 | NONE | PUBLIC | GENERAL CONTRIBUTION | $150 |
| COLGATE UNIVERSITY | |||||||
| 13 OAK DRIVE | HAMILTON | NY | 13346 | NONE | PUBLIC | GENERAL CONTRIBUTION | $10,000 |
| CRISMAN SCHOOL THE | |||||||
| 2455 N EASTMAN ROAD | LONGVIEW | TX | 75605 | NONE | PUBLIC | FOR CURRICULUM UPGRADE | $10,000 |
| DEPRESSION BIPOLAR SUPPORT ALLIANCE | |||||||
| 3800 BUFFALO SPEEDWAY STE 350 | HOUSTON | TX | 77098 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| DIANA VOLUNTEER FIRE DEPARTMENT | |||||||
| 10496 STATE HWY 154 | DIANA | TX | 75640 | NONE | PUBLIC | GENERAL CONTRIBUTION | $250 |
| EAST TEXAS ANGEL NETWORK | |||||||
| PO BOX 9544 | LONGVIEW | TX | 75604 | NONE | PUBLIC | GENERAL CONTRIBUTION | $5,000 |
| EAST TEXAS CHAPTER OF TSCPA | |||||||
| PO BOX 5100 | TYLER | TX | 75712 | NONE | PUBLIC | GENERAL CONTRIBUTION | $250 |
| EAST TEXAS CHILD ADVOCATES | |||||||
| PO BOX 3839 | LONGVIEW | TX | 75606 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| EAST TEXAS FOOD BANK | |||||||
| PO BOX 6974 | TYLER | TX | 75711 | NONE | PUBLIC | GENERAL CONTRIBUTION | $500 |
| EAST TEXAS LITERACY COUNCIL | |||||||
| PO BOX 311 | LONGVIEW | TX | 75606 | NONE | PUBLIC | GENERAL CONTRIBUTION | $3,000 |
| KILGORE COLLEGE - EAST TX OIL MUSEU | |||||||
| 1100 BROADWAY BLVD | KILGORE | TX | 75662 | NONE | PUBLIC | GENERAL CONTRIBUTION | $5,000 |
| EPISCOPAL HIGH SCHOOL | |||||||
| PO BOX 271299 | HOUSTON | TX | 77277 | NONE | PUBLIC | GENERAL CONTRIBUTION | $165,000 |
| EAST TX COUNCIL ON ALCOHOLISM AND D | |||||||
| 708 GLENCREST LANE | LONGVIEW | TX | 75601 | NONE | PUBLIC | GENERAL CONTRIBUTION | $3,000 |
| EVERGREEN FOUNDATION | |||||||
| 2701 HWY 80 | HAUGHTON | LA | 71037 | NONE | PUBLIC | GENERAL CONTRIBUTION | $2,000 |
| EXPECTANT HEART PREGNANCY CENTER | |||||||
| PO BOX 1084 | LONGVIEW | TX | 75606 | NONE | PUBLIC | GENERAL CONTRIBUTION | $500 |
| FAY SCHOOL THE | |||||||
| 48 MAIN STREET | SOUTHBOROUGH | MA | 01772 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 301 N CENTER STREET | LONGVIEW | TX | 75601 | NONE | PUBLIC | CRAIN COUNCIL FUNDRAISER GALA | $500 |
| FORUM OF THE CIVICS FOUNDATION | |||||||
| 2503 WESTHEIMER | HOUSTON | TX | 77098 | NONE | PUBLIC | GENERAL CONTRIBUTION | $5,000 |
| GLADEWATER VOLUNTEER FIRE DEPARTMEN | |||||||
| 511 S TYLER RD | GLADEWATER | TX | 75647 | NONE | PUBLIC | GENERAL CONTRIBUTION | $250 |
| GLASSELL SCHOOL OF ART | |||||||
| PO BOX 6826 | HOUSTON | TX | 77265 | NONE | PUBLIC | GENERAL CONTRIBUTION | $5,000 |
| GOOD SHEPHERD FOUNDATION | |||||||
| 700 E MARSHALL AVE | LONGVIEW | TX | 75601 | NONE | PUBLIC | GENERAL CONTRIBUTION | $20,000 |
| GREATER LONGVIEW UNITED WAY | |||||||
| PO BOX 411 | LONGVIEW | TX | 75606 | NONE | PUBLIC | GENERAL CONTRIBUTION | $10,000 |
| GREENWOOD CEMETERY ASSOCIATION | |||||||
| PO BOX 4625 | LONGVIEW | TX | 75606 | NONE | PUBLIC | GENERAL CONTRIBUTION | $100 |
| GREGG CO HISTORICAL FOUNDATION | |||||||
| PO BOX 3342 | LONGVIEW | TX | 75606 | NONE | PUBLIC | GENERAL CONTRIBUTION | $6,000 |
| HAITI FUND | |||||||
| PO BOX 10775 | EL DORADO | AR | 71730 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| HARLETON VOLUNTEER FIRE DEPARTMENT | |||||||
| PO BOX 323 | HARLETON | TX | 75651 | NONE | PUBLIC | GENERAL CONTRIBUTION | $250 |
| HAVERTYS SALVATION ARMY ANGEL TREE | |||||||
| 313 TEALWOODO | LONGVIEW | TX | 75605 | NONE | PUBLIC | GENERAL CONTRIBUTION | $2,000 |
| HEARTLIGHT MINISTRIES | |||||||
| PO BOX 480 | HALLSVILLE | TX | 75650 | NONE | PUBLIC | GENERAL CONTRIBUTION | $10,000 |
| HELPING HANDS OF KILGORE | |||||||
| PO BOX 1576 | KILGORE | TX | 75663 | NONE | PUBLIC | GENERAL CONTRIBUTION | $200 |
| HISTORIC LONGVIEW FARMERS MARKET | |||||||
| PO BOX 2681 | LOBGVIEW | TX | 75601 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| HIWAY 80 RESCUE MISSION | |||||||
| PO BOX 3223 | LONGVIEW | TX | 75606 | NONE | PUBLIC | GENERAL CONTRIBUTION | $20,350 |
| HOPE'S CLOSET | |||||||
| 1011 WAL ST STE 100 | LONGVIEW | TX | 75605 | NONE | PUBLIC | GENERAL CONTRIBUTION | $5,000 |
| HOUSE OF HOPE | |||||||
| 3011 W MARSHALL aVE | LONGVIEW | TX | 75604 | NONE | PUBLIC | GENERAL CONTRIBUTION | $3,000 |
| HOUSTON APHASIA RECOVERY CENTER | |||||||
| 3701 BRIARPARK DR STE 310 | HOUSTON | TX | 77042 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| HOUSTON MUSEUM OF NAT SCIENCES | |||||||
| 5555 HERMANN PARK DRIVE | HOUSTON | TX | 77030 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| HOUSTON PBS | |||||||
| 4343 ELGIN ST | HOUSTON | TX | 77204 | NONE | PUBLIC | GENERAL CONTRIBUTION | $2,000 |
| HOUSTON PUBLIC RADIO | |||||||
| PO BOX 4878 | HOUSTON | TX | 77210 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| HOUSTON SPCA | |||||||
| 900 PORTWAY DR | HOUSTON | TX | 77024 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,200 |
| HUMANE SOCIETY OF NORTHEAST TEXAS | |||||||
| 303 ENTERPRISE | LONGVIEW | TX | 75604 | NONE | PUBLIC | GENERAL CONTRIBUTION | $3,000 |
| INSTITUTE FOR SPIRITUALITY HEALTH | |||||||
| 8100 GREENBRIAR STE 220 | HOUSTON | TX | 77054 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| JUDSON-METRO VOLUNTEER FIRE DEPARTM | |||||||
| PO BOX 429 | JUDSON | TX | 75660 | NONE | PUBLIC | GENERAL CONTRIBUTION | $250 |
| JUNIOR ACHIEVEMENT OF EAST TEXAS | |||||||
| 911 NW LOOP 281 STE 211-16 | LONGVIEW | TX | 75604 | NONE | PUBLIC | GENERAL CONTRIBUTION | $250 |
| JUNIOR LEAGUE OF HOUSTON | |||||||
| DEPT 304 PO BOX 4346 | HOUSTON | TX | 77210 | NONE | PUBLIC | GENERAL CONTRIBUTION | $5,000 |
| JUNIOR LEAGUE OF LONGVIEW | |||||||
| PO BOX 866 | LONGVIEW | TX | 75606 | NONE | PUBLIC | COMMUNITY PROJECTS | $1,500 |
| JUNIOR LEAGUE OF LONGVIEW | |||||||
| PO BOX 866 | LONGVIEW | TX | 75606 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| KAPPA KAPPA GAMMA FDTN | |||||||
| PO BOX 6770 | HOUSTON | TX | 77265 | NONE | PUBLIC | LOYALTY FUND | $1,000 |
| KENYON COLLEGE | |||||||
| DUFF STREET | GAMBIER | OH | 43022 | NONE | PUBLIC | GENERAL CONTRIBUTION | $10,000 |
| KIDLINKS FOUNDATION | |||||||
| 5485 BELT LINE RD STE 200 | DALLAS | TX | 75254 | NONE | PUBLIC | GENERAL CONTRIBUTION | $2,500 |
| KNIGHTS OF COLUMBUS | |||||||
| 218 W ERWIN ST | TYLER | TX | 75702 | NONE | PUBLIC | GENERAL CONTRIBUTION | $100 |
| LAWRENCEVILLE SCHOOL THE | |||||||
| PO BOX 6125 | LAWRENCEVILLE | NJ | 08648 | NONE | PUBLIC | GENERAL CONTRIBUTION | $86,000 |
| LAWRENCEVILLE SCHOOL THE | |||||||
| PO BOX 6125 | LAWRENCEVILLE | NJ | 08648 | NONE | PUBLIC | THE CRESCENT INITIATIVE | $2,500 |
| LONGVIEW COMMUNITY MINISTRIES | |||||||
| PO BOX 1023 | LONGVIEW | TX | 75606 | NONE | PUBLIC | GENERAL CONTRIBUTION | $30,000 |
| LONGVIEW HABITAT FOR HUMANITY | |||||||
| 300 W TYLER ST | HOUSTON | TX | 75601 | NONE | PUBLIC | BUILDING CAMPAIGN | $10,000 |
| LONGVIEW HABITAT FOR HUMANITY | |||||||
| 300 W TYLER ST | LONGVIEW | TX | 75601 | NONE | PUBLIC | GENERAL CONTRIBUTION | $18,500 |
| LONGVIEW NEWS JOURNAL-CRISMAN SCHOO | |||||||
| PO BOX 1792 | LONGVIEW | TX | 75606 | NONE | PUBLIC | NEWSPAPERS IN EDUCATION | $250 |
| LONGVIEW PARTNERS IN PREVENTION | |||||||
| PO BOX 1952 | LONGVIEW | TX | 75606 | NONE | PUBLIC | GENERAL CONTRIBUTION | $2,500 |
| LONGVIEW SYMPHONY LEAGUE | |||||||
| PO BOX 1825 | LONGVIEW | TX | 75606 | NONE | PUBLIC | CRESCENDO FUND | $2,000 |
| LONGVIEW SYMPHONY LEAGUE | |||||||
| PO BOX 1825 | LONGVIEW | TX | 75606 | NONE | PUBLIC | GENERAL CONTRIBUTION | $7,500 |
| LONGVIEW UNITY AND DIVERSITY | |||||||
| PO BOX 1952 | LONGVIEW | TX | 75606 | NONE | PUBLIC | GENERAL CONTRIBUTION | $250 |
| LONGVIEW WORLD OF WONDERS | |||||||
| PO BOX 2647 | LONGVIEW | TX | 75606 | NONE | PUBLIC | HANDS ON DISCOVERY CENTER | $75,000 |
| MAKE-A-WISH FOUNDATION | |||||||
| 215 WINCHESTER DRIVE STE 109 | TYLER | TX | 75701 | NONE | PUBLIC | GENERAL CONTRIBUTION | $690 |
| MARTIN HOUSE CAC THE | |||||||
| 606 W GARFIELD DRIVE SUITE D | LONGIEW | TX | 75602 | NONE | PUBLIC | GENERAL CONTRIBUTION | $5,500 |
| MD ANDERSON | |||||||
| PO BOX 4464 | HOUSTON | TX | 77210 | NONE | PUBLIC | GENERAL CONTRIBUTION | $50,000 |
| THE METHODIST HOSPITAL FOUNDATION | |||||||
| PO BOX 4384 | HOUSTON | TX | 77210 | NONE | PUBLIC | GENERAL CONTRIBUTION | $10,000 |
| MIRACLE LEAGUE OF EAST TEXAS | |||||||
| PO BOX 2761 | LONGVIEW | TX | 75606 | NONE | PUBLIC | GENERAL CONTRIBUTION | $5,000 |
| MISSION CARTHAGE | |||||||
| PO BOX 1208 | CARTHAGE | TX | 75633 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| MUSEUM OF FINE ARTS HOUSTON | |||||||
| PO BOX 4606 | HOUSTON | TX | 77210 | NONE | PUBLIC | GENERAL CONTRIBUTION | $30,000 |
| MUSEUM OF PRINTING HISTORY | |||||||
| 1324 W CLAY ST | HOUSTON | TX | 77019 | NONE | PUBLIC | GENERAL CONTRIBUTION | $2,500 |
| NATIONAL DRUG SAFETY LEAGUE | |||||||
| PO BOX 1952 | LONGVIEW | TX | 75606 | NONE | PUBLIC | GENERAL CONTRIBUTION | $250 |
| NATIONAL FOUNDATION FOR TRANSPLANTS | |||||||
| 5350 POPLAR AVE SUITE 430 | MEMPHIS | TN | 38119 | NONE | PUBLIC | GENERAL CONTRIBUTION | $500 |
| NATURAL GAS SOCIETY OF EAST TEXAS | |||||||
| PO BOX 9571 | TYLER | TX | 75711 | NONE | PUBLIC | GENERAL CONTRIBUTION | $200 |
| NEUHAUS EDUCATION CENTER | |||||||
| 4433 BISSONNET | BELLAIRE | TX | 77401 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| NEWGATE MISSION | |||||||
| PO BOX 3891 | LONGVIEW | TX | 75606 | NONE | PUBLIC | GENERAL CONTRIBUTION | $25,000 |
| NICK FINNEGAN COUNSELING CENTER | |||||||
| 2714 JOANEL ST | HOUSTON | TX | 77027 | NONE | PUBLIC | CAPITAL CAMPAIGN | $2,000 |
| PANOLA COUNTY DIXIE LEAGUE | |||||||
| PO BOX 182 | CARTHAGE | TX | 75633 | NONE | PUBLIC | GENERAL CONTRIBUTION | $250 |
| PRESBYTERIAN CAMPS AT GILMONT | |||||||
| 6075 STATE HWY 155N | GILMER | TX | 75644 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,600 |
| PRESBYTERIAN CAMPS AT GILMONT | |||||||
| 6075 STATE HWY 155N | GILMER | TX | 75644 | NONE | PUBLIC | WELCOME CENTER | $100,000 |
| RED ROCK HISTORICAL ASSOCIATION | |||||||
| PO BOX 250 | GLADEWATER | TX | 75647 | NONE | PUBLIC | GENERAL CONTRIBUTION | $2,500 |
| RHODES COLLEGE | |||||||
| 2000 NORTH PARKWAY | MEMPHIS | TN | 38112 | NONE | PUBLIC | GENERAL CONTRIBUTION | $65,000 |
| RIVER OAKS BAPTIST SCHOOL | |||||||
| 2300 WILLOWICK | HOUSTON | TX | 77027 | NONE | PUBLIC | GENERAL CONTRIBUTION | $51,500 |
| RIVER OAKS GARDEN CLUB | |||||||
| 2503 WESTHEIMER | HOUSTON | TX | 77098 | NONE | PUBLIC | THE AZALEA TRAIL | $5,000 |
| SABINE VOLUNTEER FIRE DEPARTMENT | |||||||
| 6144 GATEWAY CIRCLE | KILGORE | TX | 75662 | NONE | PUBLIC | GENERAL CONTRIBUTION | $250 |
| SALVATION ARMY OF HOUSTON THE | |||||||
| 1500 AUSTIN STREET | HOUSTON | TX | 77002 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| SALVATION ARMY THE | |||||||
| 519 EAST COTTON STREET | LONGVIEW | TX | 75601 | NONE | PUBLIC | GENERAL CONTRIBUTION | $25,350 |
| SHARON SHRINERS TEMPLE | |||||||
| PO BOX 1418 | LINDALE | TX | 75771 | NONE | PUBLIC | GENERAL CONTRIBUTION | $100 |
| SOUTHERN METHODIST UNIVERSITY | |||||||
| PO BOX 750100 | DALLAS | TX | 75275 | NONE | PUBLIC | GENERAL CONTRIBUTION | $11,000 |
| SOUTHERN METHODIST UNIVERSITY | |||||||
| PO BOX 750100 | DALLAS | TX | 75275 | NONE | PUBLIC | CONTRIBUTION IN SUPPORT OF CENTURY CELEBRATION AND PROMENADE | $200,000 |
| SPECIAL OLYMPICS TEXAS | |||||||
| PO BOX 201087 | AUSTIN | TX | 78720 | NONE | PUBLIC | GENERAL CONTRIBUTION | $250 |
| ST JAMES HOUSE | |||||||
| 5800 WEST BAKER RD | BAYTOWN | TX | 77520 | NONE | PUBLIC | GENERAL CONTRIBUTION | $2,500 |
| ST JOHN DIVINE EPISCOPAL CHURCH | |||||||
| 2450 RIVER OAKS BLVD | HOUSTON | TX | 77019 | NONE | PUBLIC | GENERAL CONTRIBUTION | $20,000 |
| ST JOHN'S SCHOOL | |||||||
| 2401 CLAREMONT LANE | HOUSTON | TX | 77019 | NONE | PUBLIC | GENERAL CONTRIBUTION | $20,000 |
| ST JOSEPHS INDIAN SCHOOL | |||||||
| PO BOX 326 | CHAMBERLAIN | SD | 57326 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITA | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC | GENERAL CONTRIBUTION | $100 |
| ST MARTINS EPISCOPAL PRESCHOOL | |||||||
| 717 SAGE RD | HOUSTON | TX | 77056 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| STAR OF HOPE | |||||||
| 6897 ARDMORE | HOUSTON | TX | 77054 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| TANGLEWOOD FOUNDATION | |||||||
| 5757 WOODWAY STE 160 | HOUSON | TX | 77057 | NONE | PUBLIC | GENERAL FOUNDATION | $500 |
| TEXAS CHILDRENS HOSPITAL INC | |||||||
| PO BOX 840982 | DALLAS | TX | 75284 | NONE | PUBLIC | GENERAL CONTRIBUTION | $100,000 |
| TEXAS COUNTRY MUSIC HALL OF FAME | |||||||
| 310 W PANOLA ST | CARTHAGE | TX | 75633 | NONE | PUBLIC | GENERAL CONTRIBUTION | $5,100 |
| TEXAS CRIME PREVENTION ASSOCIATION | |||||||
| PO BOX 1952 | LONGVIEW | TX | 75606 | NONE | PUBLIC | ANNUAL TRAINING CONFERENCE | $500 |
| TEXAS SHAKESPEARE FESTIVAL | |||||||
| PO BOX 2788 | KILGORE | TX | 75633 | NONE | PUBLIC | GENERAL CONTRIBUTION | $2,500 |
| TEXAS SPECIAL CHILDRENS PROJECTS | |||||||
| 513 N FREDONIA ST | LONGVIEW | TX | 75601 | NONE | PUBLIC | GENERAL CONTRIBUTION | $50 |
| THE MENNINGER CLINIC | |||||||
| 12301 MAIN ST | HOUSTON | TX | 77035 | NONE | PUBLIC | GENERAL CONTRIBUTION | $10,000 |
| THETA CHARITY ANTIQUES SHOW | |||||||
| 4212 SAN FELIPE PMB 345 | HOUSTON | TX | 77027 | NONE | PUBLIC | GENERAL CONTRIBUTION | $5,000 |
| TIRR FOUNDATION | |||||||
| 4605 POST OAK PLACE SUITE 222 | HOUSTON | TX | 77027 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| TRINITY PAWLING SCHOOL | |||||||
| 700 ROUTE 22 | PAWLING | NY | 12564 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| TRINITY SCHOOL OF TEXAS THE | |||||||
| 215 TEAGUE ST | LONGVIEW | TX | 75601 | NONE | PUBLIC | TRINITY ADVANTAGE FUND | $5,000 |
| UNITED FUND OF KILGORE | |||||||
| PO BOX 1832 | KILGORE | TX | 75663 | NONE | PUBLIC | GENERAL CONTRIBUTION | $500 |
| UNIVERSITY OF TEXAS AT TYLER - LONG | |||||||
| 3201 N EASTMAN RD | LONGVIEW | TX | 75605 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| UNIVERSITY OF TEXAS LAW SCHOOL | |||||||
| 727 EAST DEAN KEETON ST | AUSTIN | TX | 78705 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| UNIVERSITY OF THE SOUTH SEWANEE | |||||||
| 735 UNIVERSITY AVENUE | SEWANEE | TN | 37383 | NONE | PUBLIC | GENERAL CONTRIBUTION | $85,000 |
| UT-AUSTIN-MCCOMBS SCHOOL OF BUSINES | |||||||
| 1 UNIVERSITY STATION B6000 | AUSTIN | TX | 78712 | NONE | PUBLIC | GENERAL CONTRIBUTION | $10,000 |
| VETERANS OF FOREIGN WARS | |||||||
| 218 W ERWIN ST | TYLER | TX | 75702 | NONE | PUBLIC | GENERAL CONTRIBUTION | $250 |
| WASHINGTON LEE UNIVERSITY | |||||||
| 204 W WASHINGTON ST DVLPMNT BLDG | LEXINGTON | VA | 24450 | NONE | PUBLIC | GENERAL CONTRIBUTION | $25,000 |
| WASHINGTON LEE UNIVERSITY | |||||||
| 204 W WASHINGTON ST DVLPMNT BLDG | LEXINGTON | VA | 24450 | NONE | PUBLIC | CAPITAL CAMPAIGN | $250,000 |
| WHITE OAK VOLUNTEER FIRE DEPARTMENT | |||||||
| PO BOX 336 | WHITE OAK | TX | 75693 | NONE | PUBLIC | GENERAL CONTRIBUTION | $350 |
| WINDRIDGE THERAPEUTIC EQUESTRIAN CE | |||||||
| PO BOX 5932 | LONGVIEW | TX | 75608 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| WINONA VOLUNTEER FIRE DEPARTMENT | |||||||
| 1111 DALLAS STREET | WINONA | TX | 75792 | NONE | PUBLIC | GENERAL CONTRIBUTION | $250 |
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758516 | TOPEKA | KS | 66675 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| YELLOWSTONE ACADEMY | |||||||
| 3000 TRULLEY ST | HOUSTON | TX | 77004 | NONE | PUBLIC | GENERAL CONTRIBUTION | $2,500 |
| ZOOLOGICAL SOCIETY OF HOUSTON | |||||||
| PO BOX 4759 | HOUSTON | TX | 77210 | NONE | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| MISCELLANEOUS | |||||||
| FLOW-THRU FROM K-1S | LONGVIEW | TX | 75606 | NONE | N/A | CHARITABLE | $19 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,876,834 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,871 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $667,698 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $719,603 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|---|---|
| PARTNERSHIP INCOME | 16 | $98,622 | |||
| PARTNERSHIP UBTI | 211110 | -$14,115 | |||
| PARTNERSHIP UBTI SEC 1231 | 211110 | $2 | |||
| ROYALTY INCOME | 15 | $216,375 | |||
| TAX EXEMPT INCOME | $3 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$14,113 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,713,169 | ExclusionAmt |
| Related Or Exempt Function Incm | $3 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,699,059 | 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 | 11C | LineNumberTxt |
| Relationship Statement | TAX EXEMPT INTEREST INCOME - EXCLUDED BY SECTION 103 | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CRAIN RESOURCES | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 2146 | AddressLine1 |
| City | LONGVIEW | City |
| State | TX | State |
| ZIP Code | 75606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING EXPENSES | CategoryTxt |
| Amt | $6,380 | Amt |
| Net Investment Income | $6,380 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | General Explanation Supplemental Information for Form 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | 990-PF, PART VII-B, QUESTION 1A(3) - STATEMENT REGARDING FURNISHING OR REEXPLANATION:R. LACY SERVICES, LTD ("PARTNERSHIP") IS OWNED BY MEMBERS OF THE BOARDOF DIRECTORS OF THE CRAIN FOUNDATION ("THE FOUNDATION"). PARTNERSHIPMAKES AVAILABLE TO THE FOUNDATION, AS MAY BE REQUIRED FOR THE CONDUCTOF ITS ACTIVITIES, THE SERVICES OF CERTAIN OF ITS OFFICERS AND EMPLOYEES AND ITS FACILITIES. THESE SERVICES AND FACILITIES ARE MADEAVAIABLE TO THE FOUNDATION FREE OF CHARGE. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PIMCO TOTAL RETURN | $7,526,136 | $7,157,019 |
| PIMCO ALL ASSET ALL AUTHORITY INST | $1,299,364 | $1,186,876 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLERGAN INC | $28,251 | $444,320 |
| AMERICAN INTL GROUP INC | $36,659 | $3,201 |
| BP PLC SPONS ADR | $135,000 | $159,441 |
| EXXON MOBIL CORP | $107,750 | $404,800 |
| WEINGARTEN REALTY REIT | $21,054 | $30,848 |
| VANGUARD TOTAL STOCK MARKET | $9,053,757 | $13,041,008 |
| HARBOR INTERNATIONAL INST REINVEST | $1,308,867 | $1,458,860 |
| BLACKROCK GLOBAL BALANCED | $2,612,069 | $2,929,237 |
| FREEPORT-MCMORAN COPPER & GOLD | $22,410 | $26,418 |
| MURPHY OIL CORP | $11,159 | $12,976 |
| MURPHY USA INC | $1,800 | $2,078 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACK STONE ACQ PARTNERS I LP PTSP INT | AT COST | ||
| ASB ALLEGIANCE REAL ESTATE FUND | AT COST | $2,606,630 | $2,606,630 |
| GT REAL ASSETS | AT COST | $25,193 | $25,193 |
| GT EMERGING MARKETS (QP), LP | AT COST | $208,778 | $208,778 |
| GT SPECIAL OPPORTUNITIES III | AT COST | $78,068 | $78,068 |
| GT OFFSHORE FUND, LTD | AT COST | $1,206,385 | $1,206,385 |
| MIDLAND US QP FUND, LP | AT COST | $395,696 | $395,696 |
| MIDLAND INTL EQUITY QP FUND, LP | AT COST | $401,694 | $401,694 |
| BLACK STONE MINERALS CO, LP | AT COST | $351,160 | $351,160 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK FEES | $5,413 | $5,413 |
| DEPLETION ON ROYALTY INCOME | $65,084 | $65,084 |
| DUES AND SUBSCRIPTIONS | $725 | $725 |
| MISCELLANEOUS | $1,641 | $1,641 |
| NON-DEDUCTIBLE PTRSHP EXP | $120 | |
| PARTNERSHIP OTHER DEDUCTIONS | $75,485 | $75,485 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME | $98,622 | $98,622 |
| PARTNERSHIP UBTI | -$14,115 | |
| PARTNERSHIP UBTI SEC 1231 | $2 | |
| ROYALTY INCOME | $216,375 | $216,375 |
| TAX EXEMPT INCOME | $3 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $34,004 | $34,004 | $0 | $0 |
| OTHER PROFESSIONAL SERVICES | $2,706 | $2,706 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ESCISE TAX IN INVESTMENT INCOME | $15,138 | |
| FOREIGN TAX | $731 | $731 |
| STATE TAX EXPENSE ON ROYALTY | $1,684 | $1,684 |
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