TEXAS SHILOM FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- TEXAS SHILOM FOUNDATION (EIN 74-2883718)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201341339349100239
- Schema version
- 2012v2.0
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T07:36:23-07:00 | 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 | Wenzel & Associates | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5535 Fredericksburg Road Suite 200 | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 782293553 | 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 | 742883718 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Texas Shiloh Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TEXA | NameControl |
| Phone | 2104966223 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18946 Redland Road | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 78259 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | David Lynn Jones | Name |
| Title | Pres/Treas/Dir | Title |
| Date Signed | 2013-05-10 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Gary W Wenzel | Name |
| PTIN | P00272074 | PTIN |
| Phone | 2107982500 | Phone |
| Self Employed | X | SelfEmployed |
| 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 | 2746088 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 67500 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 3435 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3435 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 18916 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 18916 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 9310 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 9310 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 9310 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 99161 | TotalRevenueAndExpenses |
| Total Net Investment Income | 31661 | TotalNetInvestmentIncome |
| Other Expenses Rev And Expnss | 195 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 195 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 195 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 195 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 177900 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 177900 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 178095 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 195 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 177900 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -78934 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 31466 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1551851 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1443709 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1443709 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 831111 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 849901 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 844735 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 457027 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 467445 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 457644 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 2839989 | TotalAssetsBOY |
| Total Assets EOY | 2761055 | TotalAssetsEOY |
| Total Assets EOYFMV | 2746088 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 2839989 | UnrestrictedBOY |
| Unrestricted EOY | 2761055 | UnrestrictedEOY |
| Total Net Assets BOY | 2839989 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2761055 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2839989 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2761055 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2839989 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -78934 | ExcessOfRevenueOverExpenses |
| Subtotal | 2761055 | Subtotal |
| Total Net Assets Fund Balances EOY | 2761055 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Gain Or LossGainOrLoss | Description Of AssetDescriptionOfAsset |
|---|---|
| 9310 | |
| Capital Gain Dividends |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 9310 | CapitalGainNetIncome |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 629 | InvestmentIncomeExciseTax |
| Subtotal | 629 | Subtotal |
| Tax Based On Investment Income | 629 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1000 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 1 | PenaltyForUnderpayment |
| Overpayment | 370 | Overpayment |
| Amount Credited To Next Year | 370 | 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 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | 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 | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gary Wenzel | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2107982500 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5535 Fredricksburg Rd Ste 200 | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 78229 | 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 |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| 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 |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Jeremiah David Jones | ||||||
| 18946 Redland Road | San Antonio | TX | 78259 | Director | 1.00 | 0 |
| Diana Elizabeth Jones | ||||||
| State Highway 46W | Boerne | TX | 78006 | VP/Sec/Dir | 1.00 | 0 |
| David Lynn Jones | ||||||
| 18946 Redland Road | San Antonio | TX | 78259 | Pres/Treas/Dir | 1.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1243916 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1539048 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2782964 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 2782964 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 41744 | CashDeemedCharitable |
| Net Noncharitable Assets | 2741220 | NetNoncharitableAssets |
| Minimum Investment Return | 137061 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 137061 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 629 | TaxBasedOnInvestmentIncome |
| Total Tax | 629 | TotalTax |
| Distributable Amount Before Adj | 136432 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 136432 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 136432 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 177900 | ExpensesAndContributions |
| Qualifying Distributions | 177900 | QualifyingDistributions |
| Adj Qualifying Distributions | 177900 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 136432 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 123814 | UndistributedIncomePriorYear |
| Qualifying Distributions | 177900 | QualifyingDistributions |
| Applied To Year1 | 123814 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 54086 | AppliedToCurrentYear |
| Undistributed Income CY | 82346 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | David Lynn Jones | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | Texas Shiloh Foundation | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18946 Redland Road | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 78259 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2104966223 | RecipientPhoneNumber |
| Form And Info And Materials | Letter form describing charitable purpose, worthiness of support, and substantiationof tax exempt status. | FormAndInfoAndMaterials |
| Submission Deadlines | No deadlines | SubmissionDeadlines |
| Restrictions On Awards | No restrictions | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (23 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| The Torch of Freedom Foundation | |||||||
| PO Box 586 | Dripping Springs | TX | 78620 | None | Public | Ministry support | $400 |
| Christ is Life Ministries | |||||||
| 212 Windsor Drive | Boerne | TX | 78006 | None | Ministry support | $2,000 | |
| Leading the Way With Michael Yousse | |||||||
| PO Box 20100 | Atlanta | GA | 30325 | None | Ministry support | $1,000 | |
| Hillside Fellowship | |||||||
| 7055 Hwy 281 North | Spring Branch | TX | 78070 | None | Ministry support | $2,500 | |
| Harvest Fellowship Community Church | |||||||
| 1270 N Loop 1604 E | San Antonio | TX | 78232 | None | Ministry support | $5,000 | |
| Immersion Outfitters | |||||||
| 30615 Acacia | Bulverde | TX | 78163 | None | Ministry support | $53,000 | |
| World Vision | |||||||
| PO Box 70359 | Tacoma | WA | 98481 | None | Ministry support | $5,233 | |
| Full Life Fellowship | |||||||
| 234 West Bandera 194 | Boerne | TX | 78006 | None | Ministry support | $15,267 | |
| Wounded Warrior Project | |||||||
| 4899 Belfort Road Suite 300 | Jacksonville | FL | 32256 | None | Ministry support | $6,000 | |
| Ravencrest Chalet of Torchbearers | |||||||
| PO Box 2620 | Estes Park | CO | 80517 | None | Ministry support | $1,000 | |
| In Touch Ministries | |||||||
| PO Box 7900 | Atlanta | GA | 30357 | None | Ministry support | $2,000 | |
| Hill Country Daily Bread Ministries | |||||||
| 234 W Bandera Road 133 | Boerne | TX | 78006 | None | Ministry support | $1,000 | |
| Taking it To The Streets - Boerne | |||||||
| PO Box 1673 | Boerne | TX | 78006 | None | Ministry support | $1,000 | |
| Samaritan's Purse International Rel | |||||||
| PO Box 3000 | Boone | NC | 28607 | None | Ministry support | $1,000 | |
| Child Safe | |||||||
| 7130 West US Hwy 90 | San Antonio | TX | 78227 | None | Ministry support | $5,000 | |
| Life Outreach International | |||||||
| PO Box 98200 | Fort Worth | TX | 76182 | None | Ministry support | $5,000 | |
| Man to Man Ministries | |||||||
| PO Box 4629 | Victoria | TX | 77903 | None | Ministry support | $5,000 | |
| The Monarch School | |||||||
| 2815 Rosefield Dr | Houston | TX | 77080 | None | Ministry support | $7,500 | |
| Real 4 Christ Ministries | |||||||
| 18866 Stone Oak Parkway Ste 103103 | San Antonio | TX | 78258 | None | Ministry support | $10,000 | |
| International Justice Mission | |||||||
| PO Box 58147 | Washington | DC | 20037 | None | Ministry support | $15,000 | |
| Community Bible Church | |||||||
| 2477 N Loop 1604 East | San Antonio | TX | 78232 | None | Ministry support | $23,000 | |
| Bible Study Fellowship | |||||||
| 19001 Huebner Road | San Antonio | TX | 78258 | None | Ministry support | $10,000 | |
| Kendall County Women's Shelter | |||||||
| 234 Bandera Rd 193 | Boerne | TX | 78006 | None | Ministry support | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 177900 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,435 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $18,916 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $9,310 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $31,661 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 31661 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 2 | Jones Charitable Lead Trust | 5535 Fredricksburg Road | San Antonio | TX | 78229 | 37500 | X |
| 1 | David Jones | 18946 Redland Road | San Antonio | TX | 78259 | 30000 | X |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | Low Duration Bond Fund | NameOfBond |
| EOY Book Value | 467445 | EOYBookValue |
| EOYFMV | 457644 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| Hartfor Dividend & Growth Class Fund | 438112 | 461989 |
| Hartford Capital Appreciation Fund | 411789 | 382746 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Bank Charges | Description |
| Revenue And Expenses Per Books | 195 | RevenueAndExpensesPerBooks |
| Net Investment Income | 195 | NetInvestmentIncome |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| David Lynn Jones | |||
| 18946 Redland Road | San Antonio | TX | 78259 |
| Jones Charitable Lead Trust | |||
| 18946 Redland Road | San Antonio | TX | 78259 |
Comments