E P WOODRUFF TRUST: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- E P WOODRUFF TRUST (EIN 75-6545874)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-30
- IRS object ID
- 201442119349100609
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-30T12:36:06-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Burl D Lowery CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 311 Center | AddressLine1 |
| City | Brownwood | City |
| State | TX | State |
| ZIP Code | 76801 | 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 | 756545874 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | E P WOODRUFF TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EPWO | BusinessNameControlTxt |
| Phone | 3256462821 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 N FISK AVENUE | AddressLine1 |
| City | BROWNWOOD | City |
| State | TX | State |
| ZIP Code | 76801 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DARRELL HAYNES | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2014-07-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Burl D Lowery | PreparerPersonNm |
| PTIN | P01204567 | PTIN |
| Phone | 3256468838 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $1,426,733 | 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 |
| Interest On Sav Rev And Expnss | $5,013 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,013 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $5,013 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $63,709 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $63,709 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $63,709 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $82,319 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $534,651 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $82,319 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,209 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $152,250 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $151,041 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $68,722 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,850 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $2,400 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,400 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $566 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $566 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $576 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,481 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,481 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $12,297 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,297 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $576 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $64,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $64,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $76,297 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,297 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $576 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $64,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $75,953 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $138,744 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $68,146 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,799 | CashBOYAmt |
| Cash EOY | $2,620 | CashEOYAmt |
| Cash EOYFMV | $2,620 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $170,167 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $136,919 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $136,919 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $106,005 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $106,005 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $101,304 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $610,093 | CorporateStockBOYAmt |
| Corporate Stock EOY | $973,391 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $968,236 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $402,390 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $120,777 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $136,974 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $24,509 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $74,450 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $80,680 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $5,912 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,666 | OtherAssetsEOYAmt |
| Total Assets BOY | $1,341,875 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,417,828 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,426,733 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,341,875 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,417,828 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,341,875 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,417,828 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,341,875 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,417,828 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,341,875 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $75,953 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,417,828 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,417,828 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 40000 ASTRAZENECA PLC NOTE | P | 2008-11-06 | 2013-04-03 | $48,021 | $38,773 | $9,248 | $9,248 |
| 514 AUTOMATIC DATA PROCESSING | P | 2009-09-02 | 2013-11-06 | $38,328 | $19,794 | $18,534 | $18,534 |
| 50000 BEAR STEARNS CO INCOME NOTES | P | 2003-09-08 | 2013-09-16 | $50,000 | $50,000 | ||
| 25000 DUKE ENERGY CORP 1ST MORTGAGE | P | 2008-11-06 | 2013-04-03 | $27,786 | $24,217 | $3,569 | $3,569 |
| 180 FRONTIER COMMUNICATIONS | P | 2009-12-02 | 2013-04-03 | $662 | $1,438 | -$776 | -$776 |
| 100000 GMAC SMARTNOTES | P | 2004-03-11 | 2013-09-16 | $100,000 | $100,000 | ||
| 15000 HOME DEPIT INC SENIOR NOTE | P | 2008-11-06 | 2013-12-16 | $15,000 | $12,942 | $2,058 | $2,058 |
| 20000 JP MORGAN CHASE & CO NOTES | P | 2009-04-07 | 2013-05-01 | $20,000 | $19,733 | $267 | $267 |
| 332 KIMBERLY CLARK | P | 2009-09-02 | 2013-11-06 | $35,787 | $19,791 | $15,996 | $15,996 |
| 20000 KRAFT FOODS | P | 2009-04-08 | 2013-02-11 | $20,000 | $21,119 | -$1,119 | -$1,119 |
| 75000 LOWES CO INC NOTE | P | 2008-01-09 | 2013-04-03 | $86,662 | $75,815 | $10,847 | $10,847 |
| 307 PHILLIPS 66 | P | 2010-04-07 | 2013-04-03 | $18,875 | $7,556 | $11,319 | $11,319 |
| 769 SYSCO CORP | P | 2009-09-02 | 2013-11-06 | $25,351 | $19,798 | $5,553 | $5,553 |
| 25000 VIRGINIA ELECTRIC POWER | P | 2008-11-06 | 2013-04-03 | $28,179 | $22,723 | $5,456 | $5,456 |
| 20000 WELLS FARGO & CO SUB NOTE | P | 2009-04-08 | 2013-10-16 | $20,000 | $18,633 | $1,367 | $1,367 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $82,319 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $69,100 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,505,606 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04590 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $55,281 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,407,668 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03927 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $73,227 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,380,711 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05304 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $44,709 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,228,381 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03640 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $51,062 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,214,302 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04205 | DistributionYr5Rt |
| Total Distribution | 0.21665 | TotalDistributionRt |
| Average Distribution | 0.04333 | AverageDistributionRt |
| Net Investment Income Pct | $1,387 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,387 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $64,000 | 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 | $1,387 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,387 | SubtotalAmt |
| Tax Based On Investment Income | $1,387 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,383 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,383 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $4 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | JUDY STEEL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3256462821 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 N FISK AVENUE | AddressLine1 |
| City | BROWNWOOD | City |
| State | TX | State |
| ZIP Code | 76801 | 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 (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DARRELL HAYNES | ||||||
| 309 N FISK | BROWNWOOD | TX | 76801 | Trustee | 2.00 | $1,200 |
| WILLIAM G SHAW | ||||||
| PO BOX 819 | BROWNWOOD | TX | 76804 | Trustee | 2.00 | $1,200 |
| ROWLAND WINN | ||||||
| 2110 ELIZABETH DRIVE | BROWNWOOD | TX | 76801 | Trustee | 2.00 | $1,200 |
| PRISCILLA MONSON | ||||||
| 4651 HWY 377S | BROWNWOOD | TX | 76801 | Trustee | 2.00 | $1,200 |
| ROBERT PORTER | ||||||
| PO BOX 1403 | BROWNWOOD | TX | 76804 | Trustee | 2.00 | $1,200 |
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $1,387 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,387 | TotalTaxAmt |
| Distributable Before Adj | $1,387 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,387 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $64,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $64,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,387 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $62,613 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $64,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $64,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $64,000 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $64,000 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $64,000 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DARRELL HAYNES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 N FISK AVENUE | AddressLine1 |
| City | BROWNWOOD | City |
| State | TX | State |
| ZIP Code | 76801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3256462821 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST BE CHARITABLE ORGANIZATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|
| BOYS GIRLS CLUB | ||||||
| PO BOX 488 | BROWNWOOD | TX | 76801 | ASSIST ACTIVITIES FOR CHILDREN IN BROWN COUNTY | $5,000 | |
| BLANKET COMMUNITY SERVICE | ||||||
| 901 PITTS LAND | BLANKET | TX | 76432 | TO ASSIST NEEDY PEOPLE WITH FOOD, UTILITIES, AND OTHER NECESSITIES | $500 | NONE |
| ALDERSGATE ENRICHMENT CENTER | ||||||
| 5000 E HWY 84-183 PO BOX 1406 | BROWNWOOD | TX | 76801 | PROVIDE WORK PROGRAMS FOR NEEDY FAMILIES | $6,000 | NONE |
| BROWNWOOD ART ASSOCIATION | ||||||
| PO BOX 782 | BROWNWOOD | TX | 76801 | TO CONTINUE RENOVATION OF ART BUILDING | $3,000 | NONE |
| PEARL GRIFFIN MEMORIAL LATCH KEY AS | ||||||
| 2411 COGGIN | BROWNWOOD | TX | 76801 | ASSIST UNDERPRIVILEDGED CHILDREN WITH LEARNING SKILLS AND ABILITIES | $6,000 | NONE |
| BIG BROTHERS BIG SISTERS | ||||||
| 901 AVE B | BROWNWOOD | TX | 76801 | TO ASSIST WITH CHILDRENS PROGRAMS | $3,000 | NONE |
| CENTRAL TEXAS PREGNANCY CENTER | ||||||
| 2900 COGGIN AVE SUITE B | BROWNWOOD | TX | 76801 | PROVIDE COUNSELING TO FAMILIES FACING UNEXPECTED PREGNANCIES | $3,000 | NONE |
| CENTEX SOCCER ASSOCIATION | ||||||
| CITY OF BROWNWOOD 501 CENTER | BROWNWOOD | TX | 76801 | TO PROVIDE SPORTS ACTIVITIES FOR BROWN COUNTY YOUTH | $1,000 | NONE |
| SALVATION ARMY | ||||||
| 405 LAKEWAY | BROWNWOOD | TX | 76801 | TO PROVIDE MEALS FOR NEEDY PEOPLE IN BROWN COUNTY | $5,000 | NONE |
| MIDTEX COUNCIL ON ALCOHOLISM | ||||||
| 901 AVE B | BROWNWOOD | TX | 76801 | PROVIDE OUTPATIENT CHEMICAL DEPENDENCY TREATMENT | $2,000 | NONE |
| FAMILY SERVICES CENTER | ||||||
| 901 AVE B | BROWNWOOD | TX | 76801 | PROVIDE MENTAL HEALTH PROGRAMS | $1,000 | NONE |
| HOWARD PAYNE UNIVERSITY | ||||||
| 1000 FISK | BROWNWOOD | TX | 76801 | PROVIDE SCHOLARSHIP FUNDS FOR HIGHER EDUCATION STUDENTS | $5,000 | NONE |
| BROWN COUNTY HUMANE SOCIETY | ||||||
| 3016 MILAM DRIVE | BROWNWOOD | TX | 76801 | PROVIDE HOUSING AND CARE FOR ORPHAN ANIMALS | $1,500 | NONE |
| HOPE HOME | ||||||
| 1309 EARLY BLVD | BROWNWOOD | TX | 76801 | PROVIDE HOUSING AND PROGRAMS FOR GIRSL EXITING TYC | $2,000 | NONE |
| KIWANIS CLUB | ||||||
| PO BOX | BROWNWOOD | TX | 76801 | SUPPOR TYOUTH ACTIVITIES IN BROWN COUNTY | $1,500 | NONE |
| BISO | ||||||
| PO BOX | BROWNWOOD | TX | 76801 | SUPPORT ACTIVITIES IN BROWN COUNTY | $2,500 | NONE |
| MEALS ON WHEELS | ||||||
| PO BOX | BROWNWOOD | TX | 76801 | DELIVER MEALS TO THE NEEDY IN BROWN COUNTY | $6,000 | NONE |
| LYRIC PERFORMING ARTS | ||||||
| CENTER AVENUE | BROWNWOOD | TX | 76801 | REMODEL BUILDING FOR THE PERFORMING ARTS | $5,000 | NONE |
| THE ARK | ||||||
| 1004 CORDELL ST | BROWNWOOD | TX | 76801 | PROVIDE SHELTER FOR FAMILIES SUBJECT TO FAMILY VIOLENCE | $5,000 | NONE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $64,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,013 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63,709 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $82,319 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTIES | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,209 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $69,931 | ExclusionAmt |
| Related Or Exempt Function Incm | $82,319 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $152,250 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 348 | THE REVENUE FROM THESE INVESTMENTS ARE THE SOLE SOURCE FOR MAKING CHARITABLE CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS |
| 11 | SAME AS LINES 3, 4, AND 8 |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | REX BESSENT | CategoryTxt |
| Amt | $1,850 | Amt |
| Net Investment Income | $1,850 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DIVIDENDS RECEIVABLE | $1,295 | $193 |
| EXCISE TAX | $2,527 | $1,383 |
| MINERAL INTERESTS | $2,090 | $2,090 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| APPRAISAL | $50 | $50 |
| INSURANCE | $1,350 | $1,350 |
| OFFICE EXPENSE | $81 | $81 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTIES | Desc |
| Revenue And Expenses Per Books | $1,209 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JUDY SNOW CLERICAL | CategoryTxt |
| Amt | $2,400 | Amt |
| Net Investment Income | $2,400 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FOREIGN TAXES | $215 | $215 | $215 |
| SEVERANCE TAXES | $351 | $351 | $361 |
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