RAUL TIJERINA JR FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- RAUL TIJERINA JR FOUNDATION (EIN 33-1076963)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-08
- IRS object ID
- 201323129349100107
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-08T10:10:09-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWANK & SALCH PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 802 N CARANCAHUA SUITE 310 | AddressLine1 |
| City | CORPUS CHRISTI | City |
| State | TX | State |
| ZIP Code | 78401 | 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 | 331076963 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAUL TIJERINA JR FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O BORIS A HIDALGO | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % BORIS A HIDALGO | InCareOfName |
| Name Control | RAUL | NameControl |
| Phone | 7136548111 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 CLAY ST STE 3300 | AddressLine1 |
| Address Line2 | Suite 3300 | AddressLine2 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77002 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BORIS HIDALGO | Name |
| Title | SECRETARY/TREASURER | Title |
| Phone | 7136548111 | Phone |
| Date Signed | 2013-08-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTINE SALCH | Name |
| Phone | 3618838151 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 10992156 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 277864 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 277864 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 0 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 129344 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1653445 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 129344 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 128595 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 128595 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 0 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 535803 | TotalRevenueAndExpenses |
| Total Net Investment Income | 535803 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Accounting Fees Rev And Expnss | 3950 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2962 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 988 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 30000 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 22500 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 7500 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 9625 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2735 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 399 | DeprecAndDepletionRevAndExpnss |
| Other Expenses Rev And Expnss | 32369 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 31710 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 659 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 76343 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 59907 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 9147 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 545395 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 545395 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 621738 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 59907 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 554542 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -85935 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 475896 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 92909 | CashBOY |
| Cash EOY | 63542 | CashEOY |
| Cash EOYFMV | 63542 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 221330 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 340842 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 340842 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 8014 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 6480 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 6480 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 6438619 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 5957065 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 6411913 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 3250246 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 3799080 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 4005885 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 36898 | InvestmentsOtherBOY |
| Investments Other EOY | 36499 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 159080 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 245841 | OtherAssetsBOY |
| Other Assets EOY | 4414 | OtherAssetsEOY |
| Other Assets EOYFMV | 4414 | OtherAssetsEOYFMV |
| Total Assets BOY | 10293857 | TotalAssetsBOY |
| Total Assets EOY | 10207922 | TotalAssetsEOY |
| Total Assets EOYFMV | 10992156 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 10293857 | UnrestrictedBOY |
| Unrestricted EOY | 10207922 | UnrestrictedEOY |
| Total Net Assets BOY | 10293857 | TotalNetAssetsBOY |
| Total Net Assets EOY | 10207922 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 10293857 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 10207922 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 10293857 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -85935 | ExcessOfRevenueOverExpenses |
| Subtotal | 10207922 | Subtotal |
| Total Net Assets Fund Balances EOY | 10207922 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date SoldDateSold |
|---|---|---|---|---|---|---|
| VARIOUS PUBLICLY TRADED SECURITIES | P | 4485 | 4881 | -396 | -396 | |
| VARIOUS PUBLICLY TRADED SECURITIES | P | 70885 | 60034 | 10851 | 10851 | |
| VARIOUS PUBLICLY TRADED SECURITIES | P | 1515686 | 1219186 | 296500 | 296500 | |
| CAPITAL GAIN DISTRIBUTIONS | P | 62389 | 62389 | 62389 | ||
| UNCOLLECTIBLE DEBTS | P | 240000 | -240000 | -240000 | 2012-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 129344 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 521575 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 11253793 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.046347 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 456052 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 10851186 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.042028 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 545443 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 9760203 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.055884 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 443575 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 10736786 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.041314 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 109766 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 9610888 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.011421 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.196994 | TotalDistributionRatio |
| Average Distribution Ratio | 0.039399 | AverageDistributionRatio |
| Net Noncharitable Assets | 10867667 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 428175 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 4759 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 432934 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 554542 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 4759 | InvestmentIncomeExciseTax |
| Subtotal | 4759 | Subtotal |
| Tax Based On Investment Income | 4759 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 6480 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 2500 | TaxPaidWithExtension |
| Total Credits And Payments | 8980 | TotalCreditsAndPayments |
| Overpayment | 4221 | Overpayment |
| Amount Credited To Next Year | 4221 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | www.RaulTijerinaJrFoundation.org | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BORIS A HIDALGO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7136548111 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 CLAY ST SUITE 3300 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 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 |
|---|---|---|---|---|---|---|---|---|
| HORTENSIA C TIJERINA | ||||||||
| 325 CALLE CENIZO | BROWNSVILLE | TX | 78520 | PRESIDENT | 3.0 | 0 | 0 | 0 |
| CARLOS A LOZANO MD | ||||||||
| 429 BROADVIEW DRIVE WEST | SAN ANTONIO | TX | 78228 | VICE-PRESIDENT | 3.0 | 0 | 0 | 0 |
| BORIS A HIDALGO | ||||||||
| 333 CLAY STREET SUITE 3300 | HOUSTON | TX | 77002 | SECRETARY/TREASURER | 3.0 | 0 | 0 | 0 |
| CULLEN R LOONEY | ||||||||
| 506 E CANTON | EDINBURG | TX | 78539 | DIRECTOR | 3.0 | 0 | 0 | 0 |
| MIKE A HERNANDEZ II | ||||||||
| 6947 QUARTERWAY DRIVE | DALLAS | TX | 75248 | DIRECTOR | 3.0 | 0 | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 10828097 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 35093 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 169974 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 11033164 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 11033164 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 165497 | CashDeemedCharitable |
| Net Noncharitable Assets | 10867667 | NetNoncharitableAssets |
| Minimum Investment Return | 543383 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 543383 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4759 | TaxBasedOnInvestmentIncome |
| Total Tax | 4759 | TotalTax |
| Distributable Amount Before Adj | 538624 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 538624 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 538624 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 554542 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 554542 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 4759 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 549783 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 538624 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 540060 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 554542 | QualifyingDistributions |
| Applied To Year1 | 540060 | AppliedToYear1 |
| Applied To Current Year | 14482 | 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 |
| Undistributed Income CY | 524142 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | RAUL TIJERINA JR FOUNDATION | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BORIS HIDALGO 333 CLAY STREET | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 770024499 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 7139515857 | RecipientPhoneNumber |
| Form And Info And Materials | THE RAUL TIJERINA JR. FOUNDATION GRANT APPLICATION GUIDELINES CAN BE FOUND AT THE FOUNDATION'S WEBSITE, WWW.RAULTIJERINAJRFOUNDATION.ORG | FormAndInfoAndMaterials |
| Submission Deadlines | LETTERS OF INQUIRY MUST BE RECEIVED BY APRIL 1 GRANT APPLICATIONS MUST BE RECEIVED BY AUGUST 1 | SubmissionDeadlines |
| Restrictions On Awards | THE RAUL TIJERINA JR. FOUNDATION GRANT APPLICATION GUIDELINES CAN BE FOUND AT THE FOUNDATION'S WEBSITE, WWW.RAULTIJERINAJRFOUNDATION.ORG | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (32 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| TEXAS A&M UNIVERSITY | ||||||||
| PO BOX 30016 | COLLEGE STATION | TX | 77842 | NONE | TAX-EXEMPT | SCHOLARSHIPS | $66,750 | |
| BOY & GIRLS CLUB OF PHARR | ||||||||
| 1026 S FIR STREET | PHARR | TX | 78577 | NONE | TAX-EXEMPT | CAPITAL CAMPAIGN FOR CONSTRUCTION OF NEW FACILITY | $50,000 | |
| TEXAS STATE UNIVERSITY | ||||||||
| 607 UNIVERSITY DRIVE | SAN MARCOS | TX | 78666 | NONE | TAX-EXEMPT | SCHOLARSHIPS | $6,000 | |
| UNIVERSITY OF TEXAS AT AUSTIN | ||||||||
| 1 UNIVERSITY STATION | AUSTIN | TX | 78712 | NONE | TAX-EXEMPT | SCHOLARSHIPS | $27,025 | |
| UNIVERSITY OF TEXAS PAN AMERICAN | ||||||||
| 1201 W UNIVERSITY DRIVE | EDINBERG | TX | 78539 | NONE | TAX-EXEMPT | SCHOLARSHIPS | $18,846 | |
| GUADALUPE REGIONAL MIDDLE SCHOOL | ||||||||
| 1214 LINCOLN STREET | BROWNSVILLE | TX | 78521 | NONE | TAX EXEMPT | TUITION ASSISTANCE FOR LOW-INCOME CHILDREN | $31,500 | |
| TEXAS A&M UNIVERSITY - KINGSVILLE | ||||||||
| 700 UNIVERSITY BLVD | KINGSVILLE | TX | 78363 | NONE | TAX-EXEMPT | SCHOLARSHIP | $3,000 | |
| INCARNATE WORD ACADEMY | ||||||||
| 2920 SOUTH ALAMEDA | CORPUS CHRISTI | TX | 78404 | NONE | TAX-EXEMPT | TUITION ASSISTANCE FOR LOW-INCOME CHILDREN | $10,000 | |
| RIO GRANDE VALLEY BALLET | ||||||||
| 1025 W JACKSON ST | HARLINGEN | TX | 78550 | NONE | TAX-EXEMPT | HOLIDAY ARTS PROGRAM FOR LOW-INCOME CHILDREN | $2,050 | |
| ST JOSEPH ACADEMY | ||||||||
| 101 ST JOSEPH DR | BROWNSVILLE | TX | 78520 | NONE | TAX-EXEMPT | TUITION ASSISTANCE FOR LOW-INCOME CHILDREN | $10,000 | |
| CAMILLE PLAYHOUSE | ||||||||
| 501 E RINGGOLD ST | BROWNSVILLE | TX | 78520 | NONE | TAX-EXEMPT | HOLIDAY ARTS PROGRAM FOR LOW-INCOME CHILDREN | $4,475 | |
| VANNIE E COOK JR CANCER FOUNDATION | ||||||||
| 101 WEST EXPRESSWAY 83 | MCALLEN | TX | 78503 | NONE | TAX-EXEMPT | GENERAL GRANT | $50,000 | |
| BROWNSVILLE COMMUNITY FOUNDATION | ||||||||
| 550 E LEVEE ST | BROWNSVILLE | TX | 78520 | NONE | TAX-EXEMPT | FUNDING FOR BROWNSVILLE FARMER'S MARKET TO PROMOTE LOCALLY GROWN PRODUCE AND NUTRITIONAL EDUCATION PROGRAMS | $42,000 | |
| BROWNSVILLE INDEPENDENT SCHOOL DISTRICT | ||||||||
| 1900 PRICE ROAD | BROWNSVILLE | TX | 78521 | NONE | TAX-EXEMPT | BUS TRANSPORTATION | $1,800 | |
| BUCKNER CHILDREN & FAMILY SERVICES | ||||||||
| 110 E COTTON ST | LONGVIEW | TX | 75601 | NONE | TAX-EXEMPT | GENERAL GRANT | $15,000 | |
| CAMERON COUNTY CHILDREN'S ADVOCACY CENTER | ||||||||
| PO BOX 5418 | BROWNSVILLE | TX | 78523 | NONE | TAX-EXEMPT | CHILD ABUSE TREATMENT AND PREVENTION PROGRAM | $15,000 | |
| HIDALGO INDEPENDENT SCHOOL DISTRICT | ||||||||
| 324 E FLORA ST | HIDALGO | TX | 78557 | NONE | TAX-EXEMPT | BUS TRANSPORTATION | $111 | |
| LYFORD INDEPENDENT SCHOOL DISTRICT | ||||||||
| 8204 SIMON GOMEZ RD | LYFORD | TX | 78569 | NONE | TAX-EXEMPT | GENERAL GRANT | $15,000 | |
| PROYECTO DESARROLLA HUMANO | ||||||||
| 17617 SABAL PALM DR | PENITAS | TX | 78576 | NONE | TAX-EXEMPT | WOMEN'S WELLNESS PROGRAM | $6,800 | |
| REASONING MIND | ||||||||
| 2000 BERING DR | HOUSTON | TX | 77057 | NONE | TAX-EXEMPT | MATH EDUCATION PROGRAM | $15,000 | SUITE 300 |
| RICE UNIVERSITY | ||||||||
| 6100 MAIN | HOUSTON | TX | 77005 | NONE | TAX-EXEMPT | SCHOLARSHIP | $3,000 | |
| RIO GRANDE VALLEY LIVESTOCK SHOW | ||||||||
| 1000 NORTH TEXAS | MERCEDES | TX | 78570 | NONE | TAX-EXEMPT | SCHOLARSHIPS | $50,000 | |
| SOUTH TEXAS COLLEGE | ||||||||
| 3201 PECAN BLVD | MCALLEN | TX | 78501 | NONE | TAX-EXEMPT | SCHOLARSHIP | $3,038 | |
| SU CASA DE ESPERANZA | ||||||||
| 8000 CISNE ST | PHARR | TX | 78577 | NONE | TAX-EXEMPT | PRENATAL AND POSTNATAL CARE FOR MIGRANT AND INDIGENT PEOPLE | $10,000 | |
| SUNSHINE HAVEN | ||||||||
| 7105 W LAKESIDE | OLMITO | TX | 78575 | NONE | TAX-EXEMPT | PATIENT CARE PROGRAM | $20,000 | |
| TEXAS A&M UNIVERSITY - CORPUS CHRISTI | ||||||||
| 6300 OCEAN DR | CORPUS CHRISTI | TX | 78412 | NONE | TAX-EXEMPT | SCHOLARSHIP | $3,000 | |
| TEXAS CHILDREN'S HOSPITAL | ||||||||
| 6621 FANNIN ST | HOUSTON | TX | 77030 | NONE | TAX-EXEMPT | ESTABLISH "RAUL TIJERINA, JR FOUNDATION PATIENT FAMILY SUPPORT FUND" TO PROVIDE CANCER TREATMENT TO LOW-INCOME FAMILIES FROM THE RIO GRANDE VALLEY | $25,000 | |
| TEXAS EXES SCHOLARSHIP FUND | ||||||||
| 2110 SAN JACINTO BLVD | AUSTIN | TX | 78712 | NONE | TAX-EXEMPT | SCHOLARSHIPS | $10,000 | |
| TEXAS STATE TECHNICAL COLLEGE | ||||||||
| 3801 CAMPUS DRIVE | WACO | TX | 76705 | NONE | TAX-EXEMPT | SCHOLARSHIP | $3,000 | |
| TIP OF TEXAS FAMILY OUTREACH | ||||||||
| 455 E LEVEE ST | BROWNSVILLE | TX | 78520 | NONE | TAX-EXEMPT | CHILD ABUSE PREVENTION PROGRAM | $5,000 | |
| UNIVERSITY OF MARY HARDIN-BAYLOR | ||||||||
| 900 COLLEGE ST | BELTON | TX | 76513 | NONE | TAX-EXEMPT | SCHOLARSHIP | $3,000 | |
| VALLEY INITIATIVE FOR DEVELOPMENT & ADJUSTMENT | ||||||||
| 1715 E PIKE BLVD | WESLACO | TX | 78596 | NONE | TAX-EXEMPT | GENERAL PROGRAM SUPPORT | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 545395 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $277,864 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $129,344 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROYALTIES | Description |
| Exclusion Code | 15 | ExclusionCode |
| Exclusion | $128,595 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $535,803 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 535803 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SWANK & SALCH, P.C. | Category |
| Amount | $3,950 | Amount |
| Net Investment Income | 2962 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 988 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | FROST BANK INVESTMENT ACCOUNT | NameOfBond |
| EOY Book Value | 3799080 | EOYBookValue |
| EOYFMV | 4005885 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | FROST BANK INVESTMENT ACCOUNT | NameOfStock |
| EOY Book Value | 5957065 | EOYBookValue |
| EOYFMV | 6411913 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MINERALS NET OF DEPLETION | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 36499 | BookValue |
| EOYFMV | 159080 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (4 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| A/R - ROYALTY PAYMENTS | 1937 | 0 | 0 |
| A/R - CARLOS MORENO LAGILLO | 240000 | 0 | 0 |
| A/R - DIVIDENDS | 3436 | 3946 | 3946 |
| A/R - HORTENSIA TIJERINA | 468 | 468 | 468 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (8 entries)
| DescriptionDescription | Net Investment IncomeNetInvestmentIncome | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| RENT AND ROYALTY EXPENSE | 13429 | |||
| BANK FEES | 93 | 93 | 0 | 0 |
| DUES | 500 | 500 | 0 | 0 |
| BOARD MEETING EXPENSES | 219 | 878 | 0 | 659 |
| INVESTMENT FEES | 15074 | 15074 | 0 | 0 |
| D & O INSURANCE | 1200 | 1200 | 0 | 0 |
| OFFICE EXPENSES | 1195 | 1195 | 0 | 0 |
| Rent and Royalty Expense | 13429 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | Category |
| Amount | $30,000 | Amount |
| Net Investment Income | 22500 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 7500 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $6,890 | 0 | 0 | 0 |
| FOREIGN TAXES | $1,937 | 1937 | 0 | 0 |
| PROPERTY TAXES | $798 | 798 | 0 | 0 |
Comments