HORACE C CABE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HORACE C CABE FOUNDATION (EIN 75-2402852)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-09-03
- IRS object ID
- 201412469349100411
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-09-03T16:32:04-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752074778 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRIER REEVES & LAWLEY PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3424 TEXAS BLVD | AddressLine1 |
| City | TEXARKANA | City |
| State | TX | State |
| ZIP Code | 75503 | 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 | 752402852 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HORACE C CABE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HORA | BusinessNameControlTxt |
| Phone | 2143730462 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 108 NORTH FRONT STREET | AddressLine1 |
| City | GURDON | City |
| State | AR | State |
| ZIP Code | 71743 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES LEE CABE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2143730462 | PhoneNum |
| Signature | 2014-08-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BELINDA K BAKER | PreparerPersonNm |
| PTIN | P00004621 | PTIN |
| Phone | 9037935695 | 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 | $38,008,619 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $572,759 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $572,759 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$159,361 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,579,464 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $413,398 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $572,759 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $14,390 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,195 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,195 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,192 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,096 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,096 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $295,720 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $253,805 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $41,915 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,201 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,201 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12,928 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,928 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,858 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,858 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $365,289 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $283,297 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $81,992 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,814,380 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,814,380 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,179,669 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $283,297 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,896,372 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,766,271 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $289,462 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,081,772 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,573,852 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,573,852 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,393,883 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,742,684 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,727,366 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $16,680,499 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,906,790 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,700,108 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,653,461 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,913,767 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,971,685 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,081,473 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,789 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,790 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,500 | OtherAssetsBOYAmt |
| Other Assets EOY | $25,818 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $25,818 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $31,894,588 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,173,700 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,008,619 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $45,383 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $45,383 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $31,894,588 | CapitalStockBOYAmt |
| Capital Stock EOY | $30,128,317 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,894,588 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,128,317 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,894,588 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,173,700 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,894,588 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,766,271 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $30,128,317 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,128,317 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| FIDELITY INVESTMENTS - SHAMROCK ACCT 501387 | $272,548 | $253,191 | $19,357 | $19,357 |
| THE NORTHERN TRUST COMPANY 26-62239 | $5,239,754 | $5,596,441 | -$356,687 | -$356,687 |
| THE NORTHERN TRUST COMPANY 26-62239 CAPITAL GAIN DISTRIBUTIONS | $36,447 | $36,447 | $36,447 | |
| UBS FINANCIAL SERVICES INC. - RACHLIN ACCT 17460 | $131,396 | $158,223 | -$26,827 | -$26,827 |
| UBS FINANCIAL SERVICES INC. - WELLESLEY ACCT 17461 | $733,169 | $621,316 | $111,853 | $111,853 |
| UBS FINANCIAL SERVICES INC. - GOOD HARBOR ACCT 17462 | $5,050,783 | $5,021,879 | $28,904 | $28,904 |
| UBS FINANCIAL SERVICES INC. - YACKTMAN ACCT 17459 | $115,367 | $87,775 | $27,592 | $27,592 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$159,361 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,787,462 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $33,039,331 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054101 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,738,190 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $28,241,959 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.061546 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,828,653 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $33,069,029 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055298 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,791,186 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $31,121,045 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057555 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,825,351 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $30,948,184 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058981 | DistributionYr5Rt |
| Total Distribution | 0.287481 | TotalDistributionRt |
| Average Distribution | 0.057496 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $35,856,041 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,061,579 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,895 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,064,474 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,896,372 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,789 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,789 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,789 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $31,713 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $31,713 | TotalPaymentsAndCreditsAmt |
| Overpayment | $25,924 | OverpaymentAmt |
| Applied To ES Tax | $25,924 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HORACECCABEFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2143730462 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5556 CARUTH HAVEN LANE SUITE 200 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75225 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| CHARLES LEE SANDY CABE | |||||||||
| C/O CAROL CASHMAN 4245 N CENTRAL | EXPRESSWAY 505 | DALLAS | TX | 75205 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JJ BARTO | |||||||||
| 300 CRESCENT COURT SUITE 880 | DALLAS | TX | 75201 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 | |
| LUCILLE T COOK | |||||||||
| 4100 MOORES LANE 15 | TEXARKANA | TX | 75503 | SECRETARY | 1.00 | $0 | $0 | $0 | |
| CHARLES L CABE JR | |||||||||
| P O BOX 178 | GURDON | AR | 71743 | DIRECTOR | 1.00 | $0 | $0 | $0 | |
| JOHN K SLICKER | |||||||||
| 4244 BALCONY DRIVE | CALABASAS | CA | 91302 | DIRECTOR | 1.00 | $0 | $0 | $0 | |
| THOMAS H CABE | |||||||||
| 5114 YOLANDA | DALLAS | TX | 75229 | DIRECTOR | 1.00 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | |||||
| 100 CRESCENT COURT SUITE 600 | DALLAS | TX | 752011842 | INV MGMT & CUST | $86,409 |
| NORTHERN TRUST BANK OF TEXAS | |||||
| P O BOX 804358 | CHICAGO | IL | 60680 | INV MGMT & CUST | $67,126 |
| PAUL HARRIS | |||||
| 5556 CARUTH HAVEN LANE SUITE 200 | DALLAS | TX | 75225 | CONSULTING | $52,242 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $34,915,748 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,486,324 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,402,072 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,402,072 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $546,031 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,856,041 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,792,802 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,792,802 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,789 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,789 | TotalTaxAmt |
| Distributable Before Adj | $1,787,013 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,787,013 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,787,013 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,896,372 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,896,372 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,896,372 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,787,013 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $120,798 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $244,560 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $209,578 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $369,976 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $143,704 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,088,616 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,896,372 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,787,013 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $109,359 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,197,975 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $120,798 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,077,177 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $244,560 | ExcessFromYear4Amt |
| Excess From Year3 | $209,578 | ExcessFromYear3Amt |
| Excess From Year2 | $369,976 | ExcessFromYear2Amt |
| Excess From Year1 | $143,704 | ExcessFromYear1Amt |
| Excess From Current Year | $109,359 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PAUL HARRIS CO HORACE C CABE FOUNDA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5556 CARUTH HAVEN SUITE 200 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75225 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2143730462 | RecipientPhoneNum |
| Form And Info And Materials | FOUNDATION ACCEPTS ANY ORGINAL FORMAT BUT ALSO USES AN APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEPTEMBER 1ST, JANUARY 1ST AND MAY 1ST OF EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATION MUST BE LOCATED IN THE UNITED STATES OR ITS TERRITORIES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (118 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGAPE CLINIC (GRACE UNITED METHODIST CHURCH) | |||||||
| 4105 JUNIUS STREET | DALLAS | TX | 75246 | N/A | PUBLIC CHARITABLE OR | GENERAL | $500 |
| AIRBORNE ANGEL CADETS OF TEXAS | |||||||
| P O BOX 116691 | CARROLLTON | TX | 75011 | N/A | PUBLIC CHARITABLE OR | GENERAL | $13,333 |
| ALZHEIMER'S ARKANSAS | |||||||
| 201 MARKHAM CENTER DR | LITTLE ROCK | AR | 72205 | N/A | PUBLIC CHARITABLE OR | GENERAL | $2,000 |
| AMERICAN LEGION POST 57 - ARKADELPHIA | |||||||
| P O BOX 305 | ARKADELPHIA | AR | 71923 | N/A | PUBLIC CHARITABLE OR | GENERAL | $150 |
| APPLE FARM COMMUNITY | |||||||
| 12291 HOFFMAN RD | THREE RIVERS | MI | 49093 | N/A | PUBLIC CHARITABLE OR | GENERAL | $2,000 |
| ARKANSAS ARTS CENTER | |||||||
| P O BOX 2137 | LITTLE ROCK | AR | 72203 | N/A | PUBLIC CHARITABLE OR | GENERAL | $25,000 |
| ARKANSAS CHAPTER AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||
| P O BOX 251223 | LITTLE ROCK | AR | 72225 | N/A | PUBLIC CHARITABLE OR | GENERAL | $2,100 |
| ARKANSAS COMMUNITY FOUNDATION | |||||||
| 1400 W MARKHAM SUITE 206 | LITTLE ROCK | AR | 72201 | N/A | PUBLIC CHARITABLE OR | GENERAL | $5,000 |
| ARKANSAS HOSPICE FOUNDATION | |||||||
| 14 PARKSTONE CIRCLE | NORTH LITTLE ROCK | AR | 72116 | N/A | PUBLIC CHARITABLE OR | GENERAL | $15,160 |
| ARKANSAS RICE DEPOT | |||||||
| P O BOX 34427 | LITTLE ROCK | AR | 72203 | N/A | PUBLIC CHARITABLE OR | GENERAL | $11,400 |
| ARKANSAS SPORTS HALL OF FAME | |||||||
| 3 VERIZON ARENA WAY | LITTLE ROCK | AR | 72114 | N/A | PUBLIC CHARITABLE OR | GENERAL | $5,000 |
| BAPTIST HEALTH FOUNDATION | |||||||
| 9601 INTERSTATE 630 | LITTLE ROCK | AR | 72205 | N/A | PUBLIC CHARITABLE OR | GENERAL | $98,372 |
| BENTON ISD | |||||||
| 500 RIVER STREET | BENTON | AR | 72015 | N/A | PUBLIC CHARITABLE OR | GENERAL | $1,000 |
| BETA THETA PI FOUNDATION | |||||||
| P O BOX 6272 | OXFORD | OH | 45056 | N/A | PUBLIC CHARITABLE OR | GENERAL | $10,000 |
| BOY SCOUT TROOP #321 | |||||||
| 6524 KARY LYNN DR N | WATAUGA | TX | 76143 | N/A | PUBLIC CHARITABLE OR | GENERAL | $1,500 |
| BRIGHTER TOMORROWS | |||||||
| P O BOX 532151 | GRAND PRAIRIE | TX | 75053 | N/A | PUBLIC CHARITABLE OR | GENERAL | $10,800 |
| BRYAN'S HOUSE | |||||||
| P O BOX 35868 | DALLAS | TX | 75235 | N/A | PUBLIC CHARITABLE OR | GENERAL | $25,000 |
| CAMP OTANYA - CAMP FIRE USA ORANGE COUNCIL | |||||||
| 19045 HWY 87 S | KIRBYVILLE | TX | 75956 | N/A | PUBLIC CHARITABLE OR | GENERAL | $2,000 |
| CAMP TANAKO | |||||||
| 4301 HWY 290 | HOT SPRINGS | AR | 71913 | N/A | PUBLIC CHARITABLE OR | GENERAL | $1,000 |
| CARTI FOUNDATION | |||||||
| P O BOX 55011 | LITTLE ROCK | AR | 72215 | N/A | PUBLIC CHARITABLE OR | GENERAL | $120,000 |
| CHILDREN'S CRANIOFACIAL ASSOCIATION | |||||||
| 13140 COIT ROAD SUITE 517 | DALLAS | TX | 75240 | N/A | PUBLIC CHARITABLE OR | GENERAL | $10,000 |
| CHILDREN'S VILLAGE | |||||||
| P O BOX 6564 | TYLER | TX | 75751 | N/A | PUBLIC CHARITABLE OR | GENERAL | $10,000 |
| CHRISTUS ST MICHAEL HEALTH SYSTEM FOUNDATION | |||||||
| 2600 ST MICHAEL DR | TEXARKANA | TX | 75503 | N/A | PUBLIC CHARITABLE OR | GENERAL | $1,000 |
| COMMUNITY PARTNERS | |||||||
| 1215 SKILES STREET | DALLAS | TX | 75204 | N/A | PUBLIC CHARITABLE OR | GENERAL | $15,000 |
| CONNECT THE MEN | |||||||
| 5030 CHESEBORO ROAD STE 102 | AGOURA HILLS | CA | 91301 | N/A | PUBLIC CHARITABLE OR | GENERAL | $7,500 |
| COUNCIL FOR LIFE | |||||||
| 4516 LOVERS LANE PMB 103 | DALLAS | TX | 75225 | N/A | PUBLIC CHARITABLE OR | GENERAL | $350 |
| COVENANT SCHOOL OF DALLAS | |||||||
| 7300 VALLEY VIEW LANE | DALLAS | TX | 75240 | N/A | PUBLIC CHARITABLE OR | GENERAL | $10,500 |
| CROSSROADS COMMUNITY SERVICES | |||||||
| 1822 YOUNG STREET 2ND FLOOR | DALLAS | TX | 75201 | N/A | PUBLIC CHARITABLE OR | GENERAL | $15,000 |
| CRYSTAL CHARITY BALL | |||||||
| 30 HIGHLAND PARK VILLAGE STE 216 | DALLAS | TX | 75205 | N/A | PUBLIC CHARITABLE OR | GENERAL | $300 |
| DALLAS AFTERSCHOOL | |||||||
| 2902 SWISS AVENUE | DALLAS | TX | 75204 | N/A | PUBLIC CHARITABLE OR | GENERAL | $5,000 |
| DALLAS ARBORETUM | |||||||
| 8525 GARLAND RD | DALLAS | TX | 75218 | N/A | PUBLIC CHARITABLE OR | GENERAL | $35,700 |
| DALLAS SYMPHONY ORCHESTRA | |||||||
| 2301 FLORA STREET | DALLAS | TX | 75201 | N/A | PUBLIC CHARITABLE OR | GENERAL | $5,000 |
| EPISCOPAL SCHOOL OF DALLAS | |||||||
| 4100 MERRELL ROAD | DALLAS | TX | 75229 | N/A | PUBLIC CHARITABLE OR | GENERAL | $2,500 |
| EPWORTH CHRUCH ASSOCIATION | |||||||
| 1161 N LAKESHORE DR | LUDINGTON | MI | 49431 | N/A | PUBLIC CHARITABLE OR | GENERAL | $27,500 |
| EXECUTIVE WOMEN INTERNATIONAL OF DALLAS | |||||||
| 15960 MIDWAY ROAD | ADDISON | TX | 75001 | N/A | PUBLIC CHARITABLE OR | GENERAL | $100 |
| EXODUS MINISTRIES | |||||||
| 4630 MUNGER AVENUE SUITE 110 | DALLAS | TX | 75204 | N/A | PUBLIC CHARITABLE OR | GENERAL | $7,500 |
| FIRST UNITED METHODIST CHURCH | |||||||
| 400 E 6TH STREET | TEXARKANA | AR | 71854 | N/A | PUBLIC CHARITABLE OR | GENERAL | $3,000 |
| FRONTIERS OF FLIGHT MUSEUM | |||||||
| 6911 LEMMON AVENUE | DALLAS | TX | 75209 | N/A | PUBLIC CHARITABLE OR | GENERAL | $5,000 |
| GARVAN WOODLAND GARDENS | |||||||
| P O BOX 2240 | HOT SPRINGS NATIONAL P | AR | 71903 | N/A | PUBLIC CHARITABLE OR | GENERAL | $2,500 |
| GEORGE W BUSH PRESIDENTIAL CENTER | |||||||
| P O BOX 600610 | DALLAS | TX | 75360 | N/A | PUBLIC CHARITABLE OR | GENERAL | $53,000 |
| GOODWILL INDUSTRIES OF ARKANSAS | |||||||
| 1110 WEST 7TH STREET | LITTLE ROCK | AR | 72201 | N/A | PUBLIC CHARITABLE OR | GENERAL | $5,000 |
| GRAND AVENUE UNITED METHODIST CHURCH | |||||||
| 841 QUAPAW | HOT SPRINGS | AR | 71901 | N/A | PUBLIC CHARITABLE OR | GENERAL | $5,000 |
| GRANT HALLIBURTON FOUNDATION | |||||||
| 6390 LBJ FWY SUITE 160 | DALLAS | TX | 75240 | N/A | PUBLIC CHARITABLE OR | GENERAL | $300 |
| GURDON CLOSE UP PROGRAM | |||||||
| 1 GO-DEVIL RD | GURDON | AR | 71743 | N/A | PUBLIC CHARITABLE OR | GENERAL | $3,500 |
| GURDON ISD | |||||||
| 1 GO-DEVIL RD | GURDON | AR | 71743 | N/A | PUBLIC CHARITABLE OR | GENERAL | $65,500 |
| HARVEST TEXARKANA | |||||||
| 3120 E 19TH | TEXARKANA | AR | 71854 | N/A | PUBLIC CHARITABLE OR | GENERAL | $1,000 |
| HENDERSON STATE UNIVERSITY FOUNDATION | |||||||
| P O BOX 7550 | ARKADELPHIA | AR | 71999 | N/A | PUBLIC CHARITABLE OR | GENERAL | $12,000 |
| HENDRIX COLLEGE | |||||||
| 1600 WASHINGTON AVE | CONWAY | AR | 72032 | N/A | PUBLIC CHARITABLE OR | GENERAL | $50,000 |
| HERITAGE SCHOOL | |||||||
| 9401 DOUGLAS AVE | DALLAS | TX | 75225 | N/A | PUBLIC CHARITABLE OR | GENERAL | $32,000 |
| HOO-HOO MUSEUM | |||||||
| 207 E MAIN | GURDON | AR | 71743 | N/A | PUBLIC CHARITABLE OR | GENERAL | $15,000 |
| HOPE BUILDERS INTERNATIONAL | |||||||
| 964 ROCKLEDGE DRIVE | CHARLOTTESVILLE | VA | 22903 | N/A | PUBLIC CHARITABLE OR | GENERAL | $2,502 |
| HOSPICE OF TEXARKANA | |||||||
| 803 SPRUCE STREET | TEXARKANA | TX | 75501 | N/A | PUBLIC CHARITABLE OR | GENERAL | $5,000 |
| INTERNATIONAL FOUNDATION | |||||||
| P O BOX 23813 | WASHINGTON | DC | 200263813 | N/A | PUBLIC CHARITABLE OR | GENERAL | $5,000 |
| KINGDOM AUTHORITY CHRISTIAN MINISTRIES | |||||||
| 104 E WALNUT STREET | GURDON | AR | 71743 | N/A | PUBLIC CHARITABLE OR | GENERAL | $4,000 |
| LADIES DAY FUND - DELTA AIRLINES | |||||||
| 1000 BOURBON STREET | NEW ORLEANS | LA | 70116 | N/A | PUBLIC CHARITABLE OR | GENERAL | $2,000 |
| LIGHTHOUSE CHRISTMAS | |||||||
| 1161 N LAKESHORE DR | LUDINGTON | MI | 49431 | N/A | PUBLIC CHARITABLE OR | GENERAL | $2,000 |
| MAKE-A-WISH FOUNDATION OF NORTH TEXAS | |||||||
| 215 WINDSOR SUITE 109 | TYLER | TX | 75701 | N/A | PUBLIC CHARITABLE OR | GENERAL | $3,500 |
| MASON COUNTY HIST SOCIETY | |||||||
| 1687 S LAKESHORE DRIVE | LUDINGTON | MI | 49431 | N/A | PUBLIC CHARITABLE OR | GENERAL | $10,000 |
| MAYO CLINIC | |||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | N/A | PUBLIC CHARITABLE OR | GENERAL | $10,720 |
| MCKINNEY EDUCATION FOUNDATION | |||||||
| 510 W HEARD STREET | MCKINNEY | TX | 75069 | N/A | PUBLIC CHARITABLE OR | GENERAL | $250 |
| MEMORIAL MEDICAL CENTER FOUNDATION | |||||||
| 1 NORTH ATKINSON DRIVE | LUDINGTON | MI | 49431 | N/A | PUBLIC CHARITABLE OR | GENERAL | $1,280 |
| MERCY STREET | |||||||
| 3801 HOLYSTONE STREET | DALLAS | TX | 75212 | N/A | PUBLIC CHARITABLE OR | GENERAL | $10,000 |
| METHODIST HEALTH SYSTEM FOUNDATION | |||||||
| P O BOX 655999 | DALLAS | TX | 75265 | N/A | PUBLIC CHARITABLE OR | GENERAL | $50,000 |
| MT CANAAN BAPTIST CHURCH | |||||||
| 410 S HENRY BELL AVENUE | GURDON | AR | 71743 | N/A | PUBLIC CHARITABLE OR | GENERAL | $10,000 |
| NATIONAL MS SOCIETY | |||||||
| 2105 LUNA ROAD SUITE 390 | CARROLLTON | TX | 75006 | N/A | PUBLIC CHARITABLE OR | GENERAL | $500 |
| NATURAL WAKEFULNESS CENTER | |||||||
| 41 UNION SQUARE WEST SUITE 835 | NEW YORK | NY | 10003 | N/A | PUBLIC CHARITABLE OR | GENERAL | $12,200 |
| NATURE CONSERVANCY OF TEXAS | |||||||
| 318 CONGRESS AVE | AUSTIN | TX | 78701 | N/A | PUBLIC CHARITABLE OR | GENERAL | $10,000 |
| NEW BOSTON PUBLIC LIBRARY | |||||||
| 127 N ELLIS | NEW BOSTON | TX | 75570 | N/A | PUBLIC CHARITABLE OR | GENERAL | $4,682 |
| NEW FRIENDS NEW LIFE | |||||||
| P O BOX 192378 | DALLAS | TX | 75219 | N/A | PUBLIC CHARITABLE OR | GENERAL | $25,000 |
| ONE LIFE ALLIANCE FOUNDATION | |||||||
| P O BOX 134 | NELLYSFORD | VA | 22958 | N/A | PUBLIC CHARITABLE OR | GENERAL | $34,250 |
| OPPORTUNITIES INC | |||||||
| 6101 NORTH STATE LINE | TEXARKANA | TX | 75503 | N/A | PUBLIC CHARITABLE OR | GENERAL | $7,000 |
| OUR LADY OF PERPETUAL HELP | |||||||
| 7625 CORTLAND AVENUE | DALLAS | TX | 75235 | N/A | PUBLIC CHARITABLE OR | GENERAL | $20,328 |
| PATRIOT PAWS SERVICE DOGS | |||||||
| 254 RANCH TRAIL | ROCKWALL | TX | 75032 | N/A | PUBLIC CHARITABLE OR | GENERAL | $5,000 |
| PEROT MUSEUM OF NATURE & SCIENCE | |||||||
| P O BOX 151469 | DALLAS | TX | 75315 | N/A | PUBLIC CHARITABLE OR | GENERAL | $11,000 |
| PHOENIX HOUSE | |||||||
| 2351 W NORTHWEST HIGHWAY | DALLAS | TX | 75220 | N/A | PUBLIC CHARITABLE OR | GENERAL | $10,000 |
| PINE COVE | |||||||
| P O BOX 9055 | TYLER | TX | 75711 | N/A | PUBLIC CHARITABLE OR | GENERAL | $25,000 |
| PLANNED PARENTHOOD OF NORTH TEXAS | |||||||
| 7424 GREENVILLE STE 206 | DALLAS | TX | 75231 | N/A | PUBLIC CHARITABLE OR | GENERAL | $5,000 |
| PRESBYTERIAN DAY SCHOOL | |||||||
| 412 9TH STREET | ORANGE | TX | 77630 | N/A | PUBLIC CHARITABLE OR | GENERAL | $5,000 |
| RANDY SAM'S OUTREACH | |||||||
| 402 OAK STREET | TEXARKANA | TX | 75501 | N/A | PUBLIC CHARITABLE OR | GENERAL | $2,625 |
| RECOVERY INN | |||||||
| P O BOX 743036 | DALLAS | TX | 75374 | N/A | PUBLIC CHARITABLE OR | GENERAL | $10,000 |
| ROANOKE FOOD PANTRY | |||||||
| 108 PECAN STREET | ROANOKE | TX | 76262 | N/A | PUBLIC CHARITABLE OR | GENERAL | $1,000 |
| ROTARY FOUNDATION OF ROTARY INTERNATIONAL | |||||||
| 14280 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | N/A | PUBLIC CHARITABLE OR | GENERAL | $15,250 |
| RUNNIN' WJ RANCH | |||||||
| 4802 S KINGS HWY | TEXARKANA | TX | 75501 | N/A | PUBLIC CHARITABLE OR | GENERAL | $48,080 |
| SADDLEBRED RESCUE | |||||||
| 6 MEADOW CLIFF LANE | HARDWICK | NJ | 07825 | N/A | PUBLIC CHARITABLE OR | GENERAL | $15,000 |
| SALESMANSHIP CLUB | |||||||
| 106 E 10TH ST STE 200 | DALLAS | TX | 75203 | N/A | PUBLIC CHARITABLE OR | GENERAL | $1,000 |
| SOUTHWEST CHRISTIAN SCHOOL | |||||||
| 7001 BENBROOK LAKE DRIVE | FORT WORTH | TX | 76132 | N/A | PUBLIC CHARITABLE OR | GENERAL | $12,500 |
| SPECIAL OLYMPICS TEXAS | |||||||
| 7715 CHEVY CHASE DRIVE SUITE 120 | AUSTIN | TX | 78752 | N/A | PUBLIC CHARITABLE OR | GENERAL | $30,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 381051942 | N/A | PUBLIC CHARITABLE OR | GENERAL | $10,000 |
| STEPHEN F AUSTIN FOUNDATION INC | |||||||
| P O BOX 6092 SFA STATION | NACOGDOCHES | TX | 75962 | N/A | PUBLIC CHARITABLE OR | GENERAL | $50,000 |
| SUICIDE & CRISIS CENTER | |||||||
| 2808 SWISS AVENUE | DALLAS | TX | 75204 | N/A | PUBLIC CHARITABLE OR | GENERAL | $5,000 |
| SYNCHRONICITY FOUNDATION | |||||||
| P O BOX 694 | NELLYSFORD | VA | 22958 | N/A | PUBLIC CHARITABLE OR | GENERAL | $30,000 |
| TEXARKANA ARKANSAS POLICE DEPARTMENT | |||||||
| 100 N STATE LINE AVENUE | TEXARKANA | AR | 75504 | N/A | PUBLIC CHARITABLE OR | GENERAL | $5,000 |
| TEXARKANA COLLEGE | |||||||
| 2500 N ROBISON RD | TEXARKANA | TX | 75599 | N/A | PUBLIC CHARITABLE OR | GENERAL | $101,000 |
| TEXARKANA SYMPHONY | |||||||
| 421 HICKORY ST | TEXARKANA | AR | 71854 | N/A | PUBLIC CHARITABLE OR | GENERAL | $1,000 |
| TEXAS A&M UNIVERISTY TEXARKANA | |||||||
| 7101 UNIVERSITY AVE | TEXARKANA | TX | 75503 | N/A | PUBLIC CHARITABLE OR | GENERAL | $159,000 |
| TEXAS ASSOCIATION FOR INFANT MENTAL HEALTH | |||||||
| 1199 S BELTLINE ROAD STE 100 | COPPELL | TX | 75019 | N/A | PUBLIC CHARITABLE OR | GENERAL | $15,000 |
| TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN | |||||||
| 2222 WELBORN STREET | DALLAS | TX | 75219 | N/A | PUBLIC CHARITABLE OR | GENERAL | $15,000 |
| THE DOVE FOUNDATION | |||||||
| P O BOX 694 | NELLYSFORD | VA | 22958 | N/A | PUBLIC CHARITABLE OR | GENERAL | $2,000 |
| THE FIRST TEE OF GREATER TEXARKANA | |||||||
| 2321 LINE FERRY ROAD | TEXARKANA | AR | 71854 | N/A | PUBLIC CHARITABLE OR | GENERAL | $10,000 |
| THE MUSES | |||||||
| 102 MEADOWBROOK WAY | HOT SPRINGS | AR | 71913 | N/A | PUBLIC CHARITABLE OR | GENERAL | $6,500 |
| THE PORTER PRIZE | |||||||
| 711 WEST 3RD STREET | LITTLE ROCK | AR | 72201 | N/A | PUBLIC CHARITABLE OR | GENERAL | $5,000 |
| THE SALVATION ARMY - DALLAS | |||||||
| DFW METROPLEX COMMAND P O BOX 36006 | DALLAS | TX | 75235 | N/A | PUBLIC CHARITABLE OR | GENERAL | $42,500 |
| THE SALVATION ARMY - TEXARKANA | |||||||
| 400 E 4TH STREET | TEXARKANA | AR | 71854 | N/A | PUBLIC CHARITABLE OR | GENERAL | $25,000 |
| THEA FOUNDATION | |||||||
| 401 MAIN STREET STE 100 | NORTH LITTLE ROCK | AR | 72114 | N/A | PUBLIC CHARITABLE OR | GENERAL | $2,000 |
| TIBETAN CENTER FOR COMPASSION AND WISDOM | |||||||
| 3725 SOUTH SNODDY ROAD | BLOOMINGTON | IN | 47401 | N/A | PUBLIC CHARITABLE OR | GENERAL | $17,500 |
| TOWN OF OKOLONA ARKANSAS | |||||||
| P O BOX 105 | OKOLONA | AR | 71962 | N/A | PUBLIC CHARITABLE OR | GENERAL | $6,500 |
| TRAHC | |||||||
| 321 W 4TH | TEXARKANA | TX | 75501 | N/A | PUBLIC CHARITABLE OR | GENERAL | $5,000 |
| US MARSHALL'S MUSEUM | |||||||
| 14 NORTH 3RD STREET STE D | FORT SMITH | AR | 72901 | N/A | PUBLIC CHARITABLE OR | GENERAL | $10,000 |
| UNION RESCUE MISSION | |||||||
| 545 S SAN PEDRO ST | LOS ANGELES | CA | 90013 | N/A | PUBLIC CHARITABLE OR | GENERAL | $50,000 |
| VICKERY MEADOWS MINISTRY | |||||||
| P O BOX 671127 | DALLAS | TX | 75367 | N/A | PUBLIC CHARITABLE OR | GENERAL | $10,000 |
| WATERSPRINGS RANCH | |||||||
| 7707 SANDERSON LANE | TEXARKANA | AR | 71854 | N/A | PUBLIC CHARITABLE OR | GENERAL | $5,000 |
| WEDNESDAY'S CHILD | |||||||
| 2801 SWISS AVE SUITE 130 | DALLAS | TX | 75204 | N/A | PUBLIC CHARITABLE OR | GENERAL | $10,000 |
| WEST DALLAS COMMUNITY SCHOOL | |||||||
| 2300 CANADA DR | DALLAS | TX | 75212 | N/A | PUBLIC CHARITABLE OR | GENERAL | $5,000 |
| WEST POINT FUND | |||||||
| 698 MILLS RD | WEST POINT | NY | 10996 | N/A | PUBLIC CHARITABLE OR | GENERAL | $1,000 |
| WILBUR SMITH ROTARY SPLASH PARK | |||||||
| P O BOX 1341 | TEXARKANA | TX | 75504 | N/A | PUBLIC CHARITABLE OR | GENERAL | $15,000 |
| YMCA OF METROPOLITAN DALLAS | |||||||
| 601 N AKARD STREET | DA | TX | 75201 | N/A | PUBLIC CHARITABLE OR | GENERAL | $5,000 |
| YOUNG LIFE AFRICA | |||||||
| P O BOX 520 | COLORADO SPRINGS | CO | 80901 | N/A | PUBLIC CHARITABLE OR | GENERAL | $5,000 |
| YOUNG LIFE DALLAS | |||||||
| 11300 N CENTRAL EXPR STE 600 | DALLAS | TX | 75243 | N/A | PUBLIC CHARITABLE OR | GENERAL | $1,648 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,814,380 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BAPTIST HEALTH FOUNDATION | |||||||
| 9601 INTERSTATE 630 | LITTLE ROCK | AR | 72205 | N/A | PUBLIC CHARITABLE OR | GENERAL | $450,000 |
| CARTI FOUNDATION | |||||||
| P O BOX 55011 | LITTLE ROCK | AR | 72215 | N/A | PUBLIC CHARITABLE OR | GENERAL | $150,000 |
| FIRST UNITED METHODIST CHURCH | |||||||
| 723 CENTER STREET | LITTLE ROCK | AR | 72201 | N/A | PUBLIC CHARITABLE OR | GENERAL | $100,000 |
| HENDRIX COLLEGE | |||||||
| 1600 WASHINGTON AVE | CONWAY | AR | 72032 | N/A | PUBLIC CHARITABLE OR | GENERAL | $50,000 |
| HOSPICE OF TEXARKANA | |||||||
| 803 SPRUCE STREET | TEXARKANA | TX | 75501 | N/A | PUBLIC CHARITABLE OR | GENERAL | $30,000 |
| ONE LIFE ALLIANCE FOUNDATION | |||||||
| P O BOX 134 | NELLYSFORD | VA | 22958 | N/A | PUBLIC CHARITABLE OR | GENERAL | $30,000 |
| OUR LADY OF PERPETUAL HELP | |||||||
| 7625 CORTLAND AVENUE | DALLAS | TX | 75235 | N/A | PUBLIC CHARITABLE OR | GENERAL | $122 |
| PHILANDER SMITH COLLEGE | |||||||
| 900 DAISY GATSON BATES DRIVE | LITTLE ROCK | AR | 72202 | N/A | PUBLIC CHARITABLE OR | GENERAL | $100,000 |
| RONALD MCDONALD HOUSE CHARITIES OF ARKANSAS | |||||||
| 1009 WOLFE STREET | LITTLE ROCK | AR | 72202 | N/A | PUBLIC CHARITABLE OR | GENERAL | $100,000 |
| ROTARY FOUNDATION OF ROTARY INTERNATIONAL | |||||||
| 14280 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | N/A | PUBLIC CHARITABLE OR | GENERAL | $25,000 |
| SYNCHRONICITY FOUNDATION | |||||||
| P O BOX 694 | NELLYSFORD | VA | 22958 | N/A | PUBLIC CHARITABLE OR | GENERAL | $25,000 |
| TEXARKANA COLLEGE | |||||||
| 2500 N ROBISON RD | TEXARKANA | TX | 75599 | N/A | PUBLIC CHARITABLE OR | GENERAL | $100,000 |
| TEXAS A&M UNIVERISTY TEXARKANA | |||||||
| 7101 UNIVERSITY AVE | TEXARKANA | TX | 75503 | N/A | PUBLIC CHARITABLE OR | GENERAL | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,260,122 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $572,759 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$159,361 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $413,398 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $413,398 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRIER, REEVES & LAWLEY, P.C. | CategoryTxt |
| Amt | $22,192 | Amt |
| Net Investment Income | $11,096 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,096 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $8,913,767 | EOYBookValueAmt |
| EOYFMV | $11,971,685 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $16,906,790 | EOYBookValueAmt |
| EOYFMV | $21,700,108 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,742,684 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,727,366 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ANNANDALE PARTNERS, LP | FMV | $3,872 | $3,872 |
| ANNANDALE PARTNERS II, LP | FMV | $5,915 | $5,915 |
| ANNANDALE GLOBAL SELECT STRATEGIES FUND, LP | FMV | $0 | $0 |
| OTHER | AT COST | $1,002 | $3 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | THOMPSON & KNIGHT LLP | CategoryTxt |
| Legal Fees | $14,390 | LegalFeesAmt |
| Net Investment Income | $7,195 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,195 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM BROKERS | Desc |
| BOY Book Value | $3,500 | BOYBookValueAmt |
| EOY Book Value | $25,818 | EOYBookValueAmt |
| EOYFMV | $25,818 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $4,864 | $0 | $4,864 |
| OFFICE EXPENSES | $3,994 | $0 | $3,994 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO BROKERS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $45,383 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (15 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR | $189 | $189 | $0 |
| HARDING LOEVNER, LP | $15,614 | $15,614 | $0 |
| HEALTHSOUTH CORP. | $9 | $9 | $0 |
| KEELEY | $27,394 | $27,394 | $0 |
| LEHMAN BROTHERS | $10 | $10 | $0 |
| MARSH & MCLENNAN CO | $5 | $5 | $0 |
| NIGHTHAWK RADIOLOGY HOLDINGS INC | $5 | $5 | $0 |
| NORTHERN TRUST FEES | $67,126 | $67,126 | $0 |
| WASHINGTON MUTUAL INC | $5 | $5 | $0 |
| WORLDCOM INC | $5 | $5 | $0 |
| SHAMROCK ASSET MANAGMENT | $36,137 | $36,137 | $0 |
| UBS FINANCIAL SERVICES | $86,409 | $86,409 | $0 |
| BARBARA WITHERS | $370 | $0 | $370 |
| KATHLEEN STONE | $10,200 | $0 | $10,200 |
| PAUL HARRIS | $52,242 | $20,897 | $31,345 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $11,201 | Amt |
| Net Investment Income | $11,201 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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