HOEFFNER FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HOEFFNER FOUNDATION (EIN 75-2834784)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-17
- IRS object ID
- 201403219349102620
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T13:33:17-08:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752834784 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOEFFNER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOEF | BusinessNameControlTxt |
| Phone | 9035937387 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4726 | AddressLine1 |
| City | TYLER | City |
| State | TX | State |
| ZIP Code | 75712 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANDRA J HOEFFNER | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2014-11-14 | 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 | $4,105,038 | 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 | $90,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12,754 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,754 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $148,584 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $148,584 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $191,693 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $671,196 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $191,693 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $443,031 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $353,031 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,675 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $11,596 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,596 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,020 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $215 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $215 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $18,506 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,486 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $216,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $216,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $235,456 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,486 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $216,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $207,575 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $337,545 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $185,628 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $126,581 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $126,581 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,749,022 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,789,914 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,090,382 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $655,389 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $881,119 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $888,075 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,590,039 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,797,614 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,105,038 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,590,039 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,797,614 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,590,039 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,797,614 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,590,039 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,797,614 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,590,039 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $207,575 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,797,614 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,797,614 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (51 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3000 ALCOA INC | P | 2012-01-01 | 2013-11-27 | $27,465 | $30,525 | -$3,060 | -$3,060 |
| 688 ALLSTATE CORPORATION | P | 2012-01-01 | 2013-11-27 | $37,520 | $22,066 | $15,454 | $15,454 |
| 634 AT&T INC | P | 2012-01-01 | 2013-11-27 | $22,352 | $13,016 | $9,336 | $9,336 |
| 166 CATERPILLAR INCORPORATED | P | 2012-01-01 | 2013-11-27 | $13,719 | $9,983 | $3,736 | $3,736 |
| 37 CHEVRON CORP | P | 2012-01-01 | 2013-11-27 | $4,578 | $1,963 | $2,615 | $2,615 |
| 104 COCA-COLA COMPANY | P | 2012-01-01 | 2013-11-27 | $4,186 | $3,082 | $1,104 | $1,104 |
| 145 CONOCOPHILLIPS | P | 2012-01-01 | 2013-11-27 | $10,718 | $5,846 | $4,872 | $4,872 |
| 113 CST BRANDS INC | P | 2012-01-01 | 2013-11-27 | $3,682 | $2,241 | $1,441 | $1,441 |
| 299 CVS CAREMARK CORPORATION | P | 2012-01-01 | 2013-11-27 | $19,884 | $8,027 | $11,857 | $11,857 |
| 302 DEERE & COMPANY | P | 2012-01-01 | 2013-11-27 | $25,584 | $19,713 | $5,871 | $5,871 |
| 61 EXXON MOBIL CORP | P | 2012-01-01 | 2013-11-27 | $5,781 | $4,613 | $1,168 | $1,168 |
| 30 EXXON MOBIL CORP | P | 2012-01-01 | 2013-11-27 | $2,843 | $1,708 | $1,135 | $1,135 |
| 1717 FINANCIAL SECTOR SPDR | P | 2012-01-01 | 2013-11-27 | $36,718 | $28,322 | $8,396 | $8,396 |
| 174 GENERAL ELECTRIC COMPANY | P | 2012-01-01 | 2013-11-27 | $4,690 | $5,785 | -$1,095 | -$1,095 |
| 107 GENERAL ELECTRIC COMPANY | P | 2012-01-01 | 2013-11-27 | $2,884 | $3,991 | -$1,107 | -$1,107 |
| 92 GENERAL ELECTRIC COMPANY | P | 2012-01-01 | 2013-11-27 | $2,480 | $3,335 | -$855 | -$855 |
| 107 HEWLETT PACKARD COMPANY | P | 2012-01-01 | 2013-11-27 | $2,702 | $5,025 | -$2,323 | -$2,323 |
| 300 HONEYWELL INTERNATIONAL INC | P | 2012-01-01 | 2013-11-27 | $26,557 | $11,057 | $15,500 | $15,500 |
| 363 INTEL CORPORATION | P | 1999-07-01 | 2013-11-27 | $8,659 | $11,111 | -$2,452 | -$2,452 |
| 18 INTERNATIONAL BUSINESS MACHINES | P | 2012-01-01 | 2013-11-27 | $3,260 | $1,329 | $1,931 | $1,931 |
| 164 JPMORGAN CHASE & CO | P | 2012-01-01 | 2013-11-27 | $9,388 | $5,784 | $3,604 | $3,604 |
| 207 MCDONALDS CORPORATION | P | 2012-01-01 | 2013-11-27 | $20,353 | $11,542 | $8,811 | $8,811 |
| 348 METLIFE INC | P | 2012-01-01 | 2013-11-27 | $18,232 | $13,026 | $5,206 | $5,206 |
| 179 PFIZER INCORPORATED | P | 2012-01-01 | 2013-11-27 | $5,730 | $3,127 | $2,603 | $2,603 |
| 33 PROCTOR & GAMBLE COMPANY | P | 2012-01-01 | 2013-11-27 | $2,801 | $1,839 | $962 | $962 |
| 270 PROCTOR & GAMBLE COMPANY | P | 2012-01-01 | 2013-11-27 | $22,916 | $17,338 | $5,578 | $5,578 |
| 167 QUALCOMM INC | P | 2012-01-01 | 2013-11-27 | $12,176 | $8,630 | $3,546 | $3,546 |
| 118 ST JUDE MEDICAL INC | P | 2012-01-01 | 2013-11-27 | $6,823 | $4,960 | $1,863 | $1,863 |
| 125 STRYKER CORP | P | 2012-01-01 | 2013-11-27 | $9,267 | $7,169 | $2,098 | $2,098 |
| 800 SYSCO CORPORATION | P | 2012-01-01 | 2013-11-27 | $27,116 | $24,083 | $3,033 | $3,033 |
| 73 TARGET CORP | P | 2012-01-01 | 2013-11-27 | $4,624 | $3,538 | $1,086 | $1,086 |
| 200 UNITEDHEALTH GROUP INC | P | 2012-01-01 | 2013-11-27 | $14,675 | $10,276 | $4,399 | $4,399 |
| 711 VALERO ENERGY CORPORATION | P | 2012-01-01 | 2013-11-27 | $30,882 | $17,026 | $13,856 | $13,856 |
| 263 VERIZON COMMUNICATIONS COM | P | 2012-01-01 | 2013-11-27 | $13,170 | $7,224 | $5,946 | $5,946 |
| 500 WILLIAMS COMPANIES INC | P | 2012-01-01 | 2013-11-27 | $17,607 | $9,314 | $8,293 | $8,293 |
| 50000 GENERAL ELEC CAP 2.1% | P | 2011-05-02 | 2014-01-07 | $50,000 | $50,000 | ||
| 296 AT&T INC | P | 2012-01-01 | 2014-05-09 | $10,515 | $7,191 | $3,324 | $3,324 |
| 121 CHEVRON CORP | P | 2012-01-01 | 2014-05-09 | $15,134 | $6,421 | $8,713 | $8,713 |
| 363 COCA-COLA COMPANY | P | 2012-01-01 | 2014-05-09 | $14,682 | $10,756 | $3,926 | $3,926 |
| 152 EXXON MOBIL CORP | P | 2012-01-01 | 2014-05-09 | $15,644 | $8,656 | $6,988 | $6,988 |
| 82 JOHNSON & JOHNSON | P | 2012-01-01 | 2014-05-09 | $8,172 | $4,998 | $3,174 | $3,174 |
| 170 PEPSICO INC | P | 2012-01-01 | 2014-05-09 | $14,534 | $9,675 | $4,859 | $4,859 |
| 120 PRAXAIR INC | P | 2013-11-27 | 2014-05-09 | $15,684 | $15,112 | $572 | $572 |
| 166 PROCTOR & GAMBLE COMPANY | P | 2012-01-01 | 2014-05-09 | $13,478 | $9,252 | $4,226 | $4,226 |
| 184 VERIZON COMMUNICATIONS | P | 2012-01-01 | 2014-05-09 | $8,710 | $5,054 | $3,656 | $3,656 |
| 54 DEERE & COMPANY | P | 2012-01-01 | 2014-06-12 | $5,019 | $4,417 | $602 | $602 |
| 40 ISHARES NORTH AMERICAN TECH | P | 2012-01-01 | 2014-06-12 | $3,762 | $2,549 | $1,213 | $1,213 |
| 44 JPMORGAN CHASE & CO | P | 2012-01-01 | 2014-06-12 | $2,527 | $1,552 | $975 | $975 |
| 48 MCDONALDS CORPORATION | P | 2012-01-01 | 2014-06-12 | $4,863 | $2,676 | $2,187 | $2,187 |
| 46 METLIFE INC | P | 2012-01-01 | 2014-06-12 | $2,505 | $1,722 | $783 | $783 |
| 72 VALERO ENERGY CORPORATION | P | 2012-01-01 | 2014-06-12 | $3,945 | $1,858 | $2,087 | $2,087 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $191,693 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $572 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $47,850 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,402,236 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.01406 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $145,575 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,051,555 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04771 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $154,025 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,778,578 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05543 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $165,100 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,545,553 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.06486 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $184,025 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,626,668 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.07006 | DistributionYr5Rt |
| Total Distribution | 0.25212 | TotalDistributionRt |
| Average Distribution | 0.05042 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,847,456 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $194,004 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,375 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $197,379 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $216,950 | 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 | $3,375 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,375 | SubtotalAmt |
| Tax Based On Investment Income | $3,375 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,200 | TotalPaymentsAndCreditsAmt |
| Tax Due | $175 | 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 | 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 | BRAD HOEFFNER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9035937387 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4726 | AddressLine1 |
| City | TYLER | City |
| State | TX | State |
| ZIP Code | 75712 | 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 (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| SANDRA J HOEFFNER | ||||||
| PO BOX 4726 | TYLER | TX | 757124726 | President | 0.00 | $0 |
| HOLLY JO HOEFFNER KAPLAN | ||||||
| PO BOX 025240 | MIAMI | FL | 331025240 | Vice President | 0.00 | $0 |
| NOELLE HOEFFNER BARR | ||||||
| 6150 PIPING ROCK | HOUSTON | TX | 77057 | Vice President | 0.00 | $0 |
| HEATHER LYNN HOEFFNER | ||||||
| 3355 BLACKBURN APT 4103 | DALLAS | TX | 75204 | Secr-Treasurer | 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 | $3,749,942 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $156,105 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,906,047 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,906,047 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,591 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,847,456 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $192,373 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $192,373 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,375 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,375 | TotalTaxAmt |
| Distributable Before Adj | $188,998 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $188,998 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $188,998 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $216,950 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $216,950 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,375 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $213,575 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $188,998 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $42,523 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $40,373 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $17,940 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $100,836 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $216,950 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $128,788 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $88,162 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $100,836 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $100,836 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $128,788 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $128,788 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $128,788 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ATTN SANDRA HOEFFNER PRESIDENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4726 | AddressLine1 |
| City | TYLER | City |
| State | TX | State |
| ZIP Code | 757124726 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9035937387 | RecipientPhoneNum |
| Form And Info And Materials | NO FORMAL APPLICATION FORM - CHARITABLE ORGANIZATIONS MUST SUBMIT REQUEST FOR FINANCIAL ASSISTANCE IN WRITING AND ATTACH A COPY OF THEIR 501C(3) DETERMINATION LETTER FROM THE IRS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE STATEMENT 7 | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS | AddressLine1 |
| City | VARIOUS | City |
| State | TX | State |
| ZIP Code | 75701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | N/A | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE CONTRIBUTION | GrantOrContributionPurposeTxt |
| Amt | $216,950 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $216,950 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,754 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $148,584 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $191,693 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $353,031 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $353,031 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | REX-HIDE INDUSTRIES INC | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4726 | AddressLine1 |
| City | TYLER | City |
| State | TX | State |
| ZIP Code | 75712 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $90,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,675 | Amt |
| Net Investment Income | $3,675 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $881,119 | EOYBookValueAmt |
| EOYFMV | $888,075 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $1,789,914 | EOYBookValueAmt |
| EOYFMV | $3,090,382 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $215 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $215 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIDUCIARY FEES | CategoryTxt |
| Amt | $11,596 | Amt |
| Net Investment Income | $11,596 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| TAX DUE WITH 2012 990-PF & 990-T | $119 |
| TAX DUE WITH 2013 990-PF & 990-T | $2,901 |
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