PEACH MOTT FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PEACH MOTT FOUNDATION INC (EIN 74-2730037)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-03-21
- IRS object ID
- 201410809349100001
- 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
- Compensation Explanation
- Investments Other Schedule2
- Other Decreases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-03-21T09:07:53-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KELLER & ASSOCIATES CPAS | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2549 | AddressLine1 |
| City | VICTORIA | City |
| State | TX | State |
| ZIP Code | 779022549 | 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 | 742730037 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEACH MOTT FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PEAC | BusinessNameControlTxt |
| Phone | 3615734383 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 2549 | AddressLine1 |
| City | VICTORIA | City |
| State | TX | State |
| ZIP Code | 779022549 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS L KELLER | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 3615734383 | PhoneNum |
| Signature | 2014-03-06 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LORETTA J MARQUETTE CPA | PreparerPersonNm |
| PTIN | P01208773 | PTIN |
| Phone | 3615734383 | PhoneNum |
| Preparation | 2014-03-06 | PreparationDt |
| 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 | $11,190,838 | 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 | $199,269 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $30 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $30 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $213,400 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $213,400 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $213,400 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $216,835 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $661,148 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $216,835 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $629,534 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $430,265 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $213,430 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $17,680 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,680 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $17,680 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $10,128 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,128 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $10,128 | TaxesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $27,808 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,808 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $27,808 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,808 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,808 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $27,808 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $601,726 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $402,457 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $185,622 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $164,744 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $549,635 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $549,635 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $7,468,920 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,491,130 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,641,203 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,633,664 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,040,765 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,190,838 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $427 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,549 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $427 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,549 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $7,927,229 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,126,498 | CapitalStockEOYAmt |
| Retained Earning BOY | -$293,992 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$88,282 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,633,237 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,038,216 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,633,664 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,040,765 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,633,237 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $601,726 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,234,963 | SubtotalAmt |
| Other Decreases | $196,747 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,038,216 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PROSPERITY BANCSHARES INC | D | 1970-06-08 | 2013-12-27 | $19,131 | $242 | $18,889 | $18,889 |
| VANGUARD DIVERSIFIED EQUITY INV | P | 2006-03-23 | 2013-06-18 | $214,000 | $165,505 | $48,495 | $48,495 |
| VANGUARD TOTAL INTL STOCK INDEX SIGN | P | 2006-03-23 | 2013-06-18 | $140,000 | $124,761 | $15,239 | $15,239 |
| VANGUARD TOTAL STOCK MARKET INSTL | P | 2003-09-19 | 2013-06-18 | $258,000 | $153,805 | $104,195 | $104,195 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $216,835 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $462,817 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,935,037 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051798 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $406,823 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,810,012 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046177 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $378,771 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,886,940 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042621 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $437,229 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,295,451 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052707 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $711,491 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,347,936 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.096829 | DistributionYr5Rt |
| Total Distribution | 0.290132 | TotalDistributionRt |
| Average Distribution | 0.058026 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,947,583 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $577,218 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,025 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $581,243 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,049 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,049 | SubtotalAmt |
| Tax Based On Investment Income | $8,049 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,500 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,549 | 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 |
| 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 |
| Individual With Books | THOMAS L KELLER | IndividualWithBooksNm |
| Phone | 3615734383 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S MAIN STE 300 | AddressLine1 |
| City | VICTORIA | City |
| State | TX | State |
| ZIP Code | 77901 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL S ANDERSON | ||||||||
| PO BOX 2549 | VICTORIA | TX | 77902 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| STEVEN C ANDERSON | ||||||||
| PO BOX 2549 | VICTORIA | TX | 77902 | VP,ASSTTREAS | 1.00 | $0 | $0 | $0 |
| DONALD J MALOUF | ||||||||
| 8115 PRESTON ROAD | DALLAS | TX | 75225 | VP,ASSTSECR | 1.00 | $0 | $0 | $0 |
| THOMAS L KELLER | ||||||||
| PO BOX 2549 | VICTORIA | TX | 77902 | SECRY,TREAS | 1.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,795,385 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $303,684 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,099,069 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $10,099,069 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $151,486 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,947,583 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $497,379 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $497,379 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,049 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,049 | TotalTaxAmt |
| Distributable Before Adj | $489,330 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $489,330 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $489,330 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $489,330 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $196,984 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $25,772 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $342,608 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $21,492 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $586,856 | TotalExcessDistributionCyovAmt |
| Excess Distri Cyov App CY Corpus | $489,330 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $489,330 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $97,526 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $97,526 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $76,034 | ExcessFromYear3Amt |
| Excess From Year1 | $21,492 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL S ANDERSON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THOMAS L KELLER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 2549 | AddressLine1 |
| City | VICTORIA | City |
| State | TX | State |
| ZIP Code | 77902 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3615734383 | RecipientPhoneNum |
| Form And Info And Materials | ALL DISTRIBUTIONS BY THE FOUNDATION HAVE BEEN MADE TO CHARITABLE, RELIGIOUS OR EDUCATIONAL ORGANIZATIONS. IF THE FOUNDATION ADOPTS A GRANT, SCHOLARSHIP, FELLOWSHIP OR LOAN PROGRAM, IT WILL DEVELOP APPROPRIATE FORMS AND PROCEDURES AT THAT TIME. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | AS STATED ABOVE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | AS STATED ABOVE. | RestrictionsOnAwardsTxt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $213,400 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $216,835 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $430,265 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $430,265 | 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 | MICHAEL S ANDERSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2549 | AddressLine1 |
| City | VICTORIA | City |
| State | TX | State |
| ZIP Code | 77902 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $199,269 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PROSPERITY BANCSHARES INC STOCK | NoncashPropertyDesc |
| Fair Market Value | $199,269 | FairMarketValueAmt |
| Received | 2013-12-27 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $17,680 | Amt |
| Net Investment Income | $17,680 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $17,680 | AdjustedNetIncomeAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (4 entries)
| MICHAEL S ANDERSON |
| STEVEN C ANDERSON |
| DONALD J MALOUF |
| THOMAS L KELLER |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HARBOR INTERNATIONAL FUND | FMV | $566,403 | $757,285 |
| PROSPERITY BANCSHARES INC | FMV | $2,273 | $180,471 |
| VANGUARD DIVERSIFIED EQUITY INV | FMV | $1,746,461 | $2,544,540 |
| VANGUARD INTER TERM INV GRADE | FMV | $510,850 | $511,822 |
| VANGUARD SHORT TERM INV GRADE | FMV | $781,157 | $790,801 |
| VANGUARD TOTAL BOND MKT IDX | FMV | $1,237,046 | $1,290,326 |
| VANGUARD TOTAL INTL STOCK IDX | FMV | $627,939 | $761,144 |
| VANGUARD TOTAL STOCK MKT IDX | FMV | $2,019,001 | $3,804,814 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DIFF.IN FMV & COST BASIS OF SECURITIES RECD | Description |
| Amount | $196,747 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX | Desc |
| BOY Book Value | $427 | BOYBookValueAmt |
| EOY Book Value | $2,549 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXCISE TAX | $8,049 | $8,049 | $8,049 |
| FOREIGN TAX | $2,079 | $2,079 | $2,079 |