CAM FOUNDATION FOR YOUNG MINDS: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CAM FOUNDATION FOR YOUNG MINDS (EIN 20-8134516)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201243209349102024
- Schema version
- 2011v1.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T16:55:24-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263843250 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Owens Consortium PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Concord Plaza Ste 550 | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 78216 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208134516 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SC Rain Foundation co Sara T Campbell | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SCRA | NameControl |
| Phone | 2108294116 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 171068 | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 78217 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Sara T Campbell | Name |
| Title | Trustee | Title |
| Phone | 2108294116 | Phone |
| Date Signed | 2012-11-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | David S Owens | Name |
| PTIN | P00387441 | PTIN |
| Phone | 2104995650 | Phone |
| Date Prepared | 2012-11-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 3563453 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1407718 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 10935 | InterestOnSavingsRevAndExpnss |
| Dividends Rev And Expnss | 7772 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 7772 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 50101 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 50101 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 50101 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1476526 | TotalRevenueAndExpenses |
| Total Net Investment Income | 57873 | 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 | 3400 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3400 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 3000 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 450 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 2550 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1080 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1658 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1658 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 9138 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5508 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2550 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 53000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 53000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 62138 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5508 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 55550 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1414388 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 52365 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 6854 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 953208 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 953208 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 1160346 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 1160346 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 1167299 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 776316 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1244350 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1442946 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1943516 | TotalAssetsBOY |
| Total Assets EOY | 3357904 | TotalAssetsEOY |
| Total Assets EOYFMV | 3563453 | 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 | 1943516 | RetainedEarningsBOY |
| Retained Earnings EOY | 3357904 | RetainedEarningsEOY |
| Total Net Assets BOY | 1943516 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3357904 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1943516 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3357904 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1943516 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1414388 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3357904 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3357904 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | Kinder Morgan Settlement Fund | DescriptionOfAsset |
| Date Sold | 2011-05-10 | DateSold |
| Gross Sales Price | 50101 | GrossSalesPrice |
| Gain Or Loss | 50101 | GainOrLoss |
| Gains Minus Excess Or Losses | 50101 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 50101 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 102550 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1840924 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.055706 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 107522 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1819935 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.059080 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 129548 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2071388 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.062542 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 0 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2169009 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.0 | DistributionRatioYear4 |
| Total Distribution Ratio | 0.177328 | TotalDistributionRatio |
| Average Distribution Ratio | 0.044332 | AverageDistributionRatio |
| Net Noncharitable Assets | 2511413 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 111336 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 524 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 111860 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 55550 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1047 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1047 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1047 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 1250 | TaxPaidWithExtension |
| Total Credits And Payments | 1250 | TotalCreditsAndPayments |
| Penalty For Underpayment | 25 | PenaltyForUnderpayment |
| Overpayment | 178 | Overpayment |
| Amount Credited To Next Year | 178 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | Offices of Edward H Austin Jr | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2108294116 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 171068 | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 78217 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| Sara T Campbell | ||||||||
| PO Box 171068 | San Antonio | TX | 78217 | Trustee | 0.00 | 0 | 0 | 0 |
| Catherine S Campbell | ||||||||
| PO Box 171068 | San Antonio | TX | 78217 | Trustee | 0.00 | 0 | 0 | 0 |
| Ruth C Austin | ||||||||
| PO Box 171068 | San Antonio | TX | 78217 | Trustee | 0.00 | 0 | 0 | 0 |
| Eloise D Austin | ||||||||
| PO Box 171068 | San Antonio | TX | 78217 | Trustee | 0.00 | 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 | 2549658 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2549658 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2549658 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 38245 | CashDeemedCharitable |
| Net Noncharitable Assets | 2511413 | NetNoncharitableAssets |
| Minimum Investment Return | 125571 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 125571 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1047 | TaxBasedOnInvestmentIncome |
| Total Tax | 1047 | TotalTax |
| Distributable Amount Before Adj | 124524 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 124524 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 124524 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 55550 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 55550 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 55550 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 124524 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 52303 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 55550 | QualifyingDistributions |
| Applied To Year1 | 52303 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 3247 | 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 | 121277 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Sara T Campbell | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| Circle of Light | ||||||
| Po Box 375 | Pear Blossom | CA | 93553 | Public Charity | General Purpose | $5,000 |
| Enso House | ||||||
| 6339 Wahl Road | Freeland | WA | 98249 | Public Charity | General Purpose | $1,000 |
| Fountain Project Foundation Inc | ||||||
| 10124 San Pablo Ave | El Cerrito | CA | 94530 | Public Charity | General Purpose | $2,000 |
| The Association For the Integration of the Whole Person | ||||||
| 10 Holly Dr | Asheville | NC | 28805 | Public Charity | General Purpose | $5,000 |
| Washington Sustainable Food & Farming Network | ||||||
| PO Box 762 | Mount Vernon | WA | 982730762 | Public Charity | General Purpose | $20,000 |
| Whidbey Camano Land Trust | ||||||
| 765 Wonn Road Barn C-201 | Greenback | WA | 98253 | Public Charity | General Purpose | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 53000 | 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 | $10,935 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $7,772 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $50,101 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $68,808 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 68808 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DRC Charitable Foundation | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4040 Broadway Suite 510 | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 78209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 1407718 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | Various corporate stocks | NoncashPropertyDescription |
| Fair Market Value | 468034 | FairMarketValue |
| Date Received | 2011-08-17 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fee | Category |
| Amount | $3,400 | Amount |
| Net Investment Income | 3400 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (16 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| Citigroup Inc | 47466 | 2631 |
| El Paso Corporation | 50019 | 79710 |
| General Electric Co | 78900 | 35820 |
| Kinder Morgan Management LLC | 329021 | 556041 |
| Wells Fargo & Co | 102267 | 92795 |
| Alphatec Holdings Inc | 105890 | 34400 |
| Cabot Oil & Gas Corp | 56647 | 75900 |
| National Oilwell Inc | 209498 | 271960 |
| Altria Group Inc | 27742 | 31637 |
| Calpine Corp | 0 | 2156 |
| Chevron Corporation | 41319 | 45007 |
| Exxon Mobil Corporation | 32037 | 36616 |
| Johnson & Johnson | 42861 | 43742 |
| Newmont Mining Corp | 27286 | 27725 |
| Pfizer Incorporated | 19710 | 23068 |
| Philip Morris Intl Inc | 73687 | 83738 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 0 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 0 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 1160346 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 1167299 | StateLocalSecuritiesEOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Advisory Fees | Description |
| Revenue And Expenses Per Books | 1658 | RevenueAndExpensesPerBooks |
| Net Investment Income | 1658 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Consulting Fee | Category |
| Amount | $3,000 | Amount |
| Net Investment Income | 450 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2550 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax | Category |
| Amount | $1,080 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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