BERT F WINSTON SR FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BERT F WINSTON SR FOUNDATION (EIN 76-0662270)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-23
- IRS object ID
- 201311439349100606
- Schema version
- 2012v2.1
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-23T14:54:55-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741067601 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOHLE ADAMS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 ESSEX LANE SUITE 1000 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77027 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760662270 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERT F WINSTON SR FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BERT | NameControl |
| Phone | 2813423825 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 522 | AddressLine1 |
| City | RICHMOND | City |
| State | TX | State |
| ZIP Code | 774060522 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GARY POCHYLA | Name |
| Title | PRESIDENT | Title |
| Phone | 2813423825 | Phone |
| Date Signed | 2013-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CONNIE L ESTOPINAL | Name |
| PTIN | P00150005 | PTIN |
| Phone | 7136291381 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 218828 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 2350 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 9141 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 9141 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 1378 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1378 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1738 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 22812 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1738 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 14607 | TotalRevenueAndExpenses |
| Total Net Investment Income | 12257 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2725 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1363 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1362 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 550 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 550 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 229 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 20 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 6 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 3 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 3 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3510 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1936 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1365 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 9300 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 9300 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 12810 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1936 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 10665 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1797 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 10321 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 163702 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 162323 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 162323 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 102 | AccountsReceivable |
| Accounts Receivable BOY | 77 | AccountsReceivableBOY |
| Accounts Receivable EOY | 102 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 102 | AccountsReceivableEOYFMV |
| Investments Corp Stock BOY | 49878 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 53029 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 56403 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 213657 | TotalAssetsBOY |
| Total Assets EOY | 215454 | TotalAssetsEOY |
| Total Assets EOYFMV | 218828 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 213657 | RetainedEarningsBOY |
| Retained Earnings EOY | 215454 | RetainedEarningsEOY |
| Total Net Assets BOY | 213657 | TotalNetAssetsBOY |
| Total Net Assets EOY | 215454 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 213657 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 215454 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 213657 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1797 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 215454 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 215454 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| SALES OF PUBLICLY TRADED SECURITIES | P | 22811 | 21074 | 1737 | 1737 |
| CAPITAL GAINS DIVIDENDS | P | 1 | 1 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1738 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 9843 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 219411 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.044861 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 11467 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 220512 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.052002 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 12015 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 216860 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.055404 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 11752 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 233498 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.050330 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 7225 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 242513 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.029792 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.232389 | TotalDistributionRatio |
| Average Distribution Ratio | 0.046478 | AverageDistributionRatio |
| Net Noncharitable Assets | 233756 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 10865 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 103 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 10968 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 10665 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 206 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 206 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 206 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 206 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | MR GARY POCHYLA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2813423825 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1314 OAK CREEK ROAD | AddressLine1 |
| City | RICHMOND | City |
| State | TX | State |
| ZIP Code | 774695415 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (9 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| GARY POCHYLA | ||||||||
| PO BOX 522 | RICHMOND | TX | 774060522 | PRESIDENT/DIRECTOR | 2.00 | 0 | 0 | 0 |
| KAREN CARR | ||||||||
| PO BOX 522 | RICHMOND | TX | 774060522 | VICE PRESIDENT/SECY/DIR | 2.00 | 0 | 0 | 0 |
| JACK H MOORE | ||||||||
| PO BOX 522 | RICHMOND | TX | 774060522 | VICE PRESIDENT/DIRECTOR | 2.00 | 0 | 0 | 0 |
| DAVID WINSTON | ||||||||
| PO BOX 522 | RICHMOND | TX | 774060522 | VICE PRESIDENT/DIRECTOR | 2.00 | 0 | 0 | 0 |
| BERT F WINSTON III | ||||||||
| PO BOX 522 | RICHMOND | TX | 774060522 | VICE PRESIDENT/DIRECTOR | 2.00 | 0 | 0 | 0 |
| MAC MEADOWS | ||||||||
| PO BOX 522 | RICHMOND | TX | 774060522 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| CHAILLE HAWKINS | ||||||||
| PO BOX 522 | RICHMOND | TX | 774060522 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| PAT MCDONALD | ||||||||
| PO BOX 522 | RICHMOND | TX | 774060522 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| DANNY MAREK | ||||||||
| PO BOX 522 | RICHMOND | TX | 774060522 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 54500 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 182816 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 237316 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 237316 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 3560 | CashDeemedCharitable |
| Net Noncharitable Assets | 233756 | NetNoncharitableAssets |
| Minimum Investment Return | 11688 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 11688 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 206 | TaxBasedOnInvestmentIncome |
| Total Tax | 206 | TotalTax |
| Distributable Amount Before Adj | 11482 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 11482 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 11482 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 10665 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 10665 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 10665 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 11482 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 9266 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 10665 | QualifyingDistributions |
| Applied To Year1 | 9266 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1399 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 10083 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | GARY POCHYLA | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 522 | AddressLine1 |
| City | RICHMOND | City |
| State | TX | State |
| ZIP Code | 774060522 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2813423825 | RecipientPhoneNumber |
| Form And Info And Materials | REQUESTS MUST BE IN WRITING AND SHOULD INCLUDE THE ORGANIZATION REQUESTING, THE ORGANIZATION'S PURPOSE, THE SPECIFIC USE OF THE MONEY REQUESTED, AND DOCUMENTATION REGARDING THE CHARITABLE STATUS OF THE ORGANIZATION | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | RESTRICTED TO THE GEOGRAPHIC AREA IN OR AROUND RICHMOND, TEXAS | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| LAMAR EDUCATION AWARDS FOUNDATION | ||||||
| 3911 AVE I | ROSENBERG | TX | 77471 | OTHER PUBLIC CHARITY | FOR THE GENERAL FUND | $500 |
| HISTORIC RICHMOND ASSOCIATION | ||||||
| 214 MORTON ST | RICHMOND | TX | 77469 | OTHER PUBLIC CHARITY | FOR THE GENERAL FUND | $1,500 |
| CITY OF RICHMOND FIRE DEPT | ||||||
| 112 JACKSON ST | RICHMOND | TX | 77469 | OTHER PUBLIC CHARITY | FOR THE GENERAL FUND | $1,500 |
| FORT BEND SENIORS MEALS ON WHEELS | ||||||
| PO BOX 1488 | ROSENBERG | TX | 77471 | OTHER PUBLIC CHARITY | FOR THE GENERAL FUND | $500 |
| MORTON CEMETERY ASSOCIATION | ||||||
| PO BOX 300 | RICHMOND | TX | 77406 | OTHER PUBLIC CHARITY | FOR THE GENERAL FUND | $1,500 |
| OAK HILL MISSIONARY BAPTIST CHURCH | ||||||
| 21518 MORTON RD | RICHMOND | TX | 77469 | RELIGIOUS ORGANIZATI | FOR THE GENERAL FUND | $1,700 |
| RICHMOND CITIZEN'S POLICE ACADEMY ALUMNI | ||||||
| 600 PRESTON ST | RICHMOND | TX | 77469 | OTHER PUBLIC CHARITY | FOR THE GENERAL FUND | $1,500 |
| ROSENBERG RAILROAD MUSEUM ASSOCIATION | ||||||
| PO BOX 607 | ROSENBERG | TX | 77471 | OTHER PUBLIC CHARITY | FOR THE GENERAL FUND | $500 |
| WOUNDED WARRIOR PROJECT | ||||||
| PO BOX 758516 | TOPEKA | KS | 66675 | OTHER PUBLIC CHARITY | FOR THE GENERAL FUND | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 9300 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $9,141 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,378 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,738 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $12,257 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 12257 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MOHLE ADAMS LLP | Category |
| Amount | $2,725 | Amount |
| Net Investment Income | 1363 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1362 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | SALIENT TRUST CO INVESTMENTS | NameOfStock |
| EOY Book Value | 53029 | EOYBookValue |
| EOYFMV | 56403 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | POSTAGE | Description |
| Revenue And Expenses Per Books | 6 | RevenueAndExpensesPerBooks |
| Net Investment Income | 3 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIDUCIARY FEES | Category |
| Amount | $550 | Amount |
| Net Investment Income | 550 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL TAX | $209 | 0 | 0 |
| FOREIGN TAXES PAID | $20 | 20 | 0 |
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