BETA

BERT F WINSTON SR FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
BERT F WINSTON SR FOUNDATION (EIN 76-0662270)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-02-22
IRS object ID
202520599349100622
Schema version
2024v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-02-22T13:32:46-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061665183PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MAREK & MAREK PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14202 KUNZ ROADAddressLine1Txt
CityROSENBERGCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77471ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760662270EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BERT F WINSTON SR FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% KAREN CARRInCareOfNm
Business Name ControlBERTBusinessNameControlTxt
Phone2813423825PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 522AddressLine1Txt
CityRICHMONDCityNm
State AbbreviationTXStateAbbreviationCd
ZIP774060522ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKAREN CARRPersonNm
Person TitlePRESIDENTDIRECTORPersonTitleTxt
Phone2813423825PhoneNum
Signature2025-02-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKEVIN M MAREKPreparerPersonNm
PTINP00341641PTIN
Phone2813427351PhoneNum
Preparation2025-02-22PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,347,516FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$48,353DividendsRevAndExpnssAmt
Dividends Net Invst Incm$48,353DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$514,624NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,620,968GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$514,624CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$562,977TotalRevAndExpnssAmt
Total Net Invst Incm$562,977TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,365AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,183AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,182AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$10OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$2,375TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,193TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,182TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$150,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$150,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$152,875TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,193TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$151,682TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$410,102ExcessRevenueOverExpensesAmt
Net Investment Income$561,784NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$45,979CashBOYAmt
Cash EOY$43,104CashEOYAmt
Cash EOYFMV$43,104CashEOYFMVAmt
Sav And Temp Cash Invst BOY$12,329SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,404,739SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,404,739SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,180,343CorporateStockBOYAmt
Corporate Stock EOY$2,200,910CorporateStockEOYAmt
Corporate Stock EOYFMV$2,899,673CorporateStockEOYFMVAmt
Total Assets BOY$3,238,651TotalAssetsBOYAmt
Total Assets EOY$3,648,753TotalAssetsEOYAmt
Total Assets EOYFMV$4,347,516TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$3,238,651RetainedEarningBOYAmt
Retained Earning EOY$3,648,753RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,238,651TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,648,753TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,238,651TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,648,753TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,238,651TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$410,102ExcessRevenueOverExpensesAmt
Subtotal$3,648,753SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,648,753TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITY INVESTMENTSP2024-06-20$1,500,000$1,106,344$393,656$393,656
FIDELITY CAPITAL GAINS DISTRIBUTION2024-12-31$120,968$120,968$120,968
FieldValueIRS element (for citing)
Capital Gain Net Income$514,624CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,809InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$7,809SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$7,809TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$319EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$319TotalPaymentsAndCreditsAmt
Tax Due$7,490TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksKAREN CARRIndividualWithBooksNm
Phone2813423825PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11314 OAK CREEK RDAddressLine1Txt
CityRICHMONDCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77469ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KAREN CARR
1314 OAK CREEK RDRICHMONDTX77469PRESIDENTDIRECTOR2.00$0$0$0
F BARRETT DAVIS Jr
PO BOX 522RICHMONDTX774060522TREASURERDIRECTOR2.00$0$0$0
CHAILLE HAWKINS
PO BOX 522RICHMONDTX774060522VICE PRESIDENTDIRECTOR2.00$0$0$0
PAT MCDONALD
PO BOX 522RICHMONDTX774060522VICE PRESIDENTDIRECTOR2.00$0$0$0
DANNY F MAREK
PO BOX 522RICHMONDTX774060522VICE PRESIDENTDIRECTOR2.00$0$0$0
ASHLEY SYDOW
PO BOX 522RICHMONDTX774060522SECRETARY2.00$0$0$0
JACK H MOORE
PO BOX 522RICHMONDTX774060522DIRECTOR2.00$0$0$0
DAVID WINSTON
PO BOX 522RICHMONDTX774060522DIRECTOR2.00$0$0$0
ROLAND ADAMSON
PO BOX 522RICHMONDTX774060522DIRECTOR2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,300,133AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$926,502AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,226,635TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,226,635AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$63,400CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,163,235NetVlNoncharitableAssetsAmt
Minimum Investment Return$208,162MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$208,162MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,809TaxBasedOnInvestmentIncomeAmt
Total Tax$7,809TotalTaxAmt
Distributable Before Adj$200,353DistributableBeforeAdjAmt
Distributable Before Ded$200,353DistributableBeforeDedAmt
Distributable As Adjusted$200,353DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$151,682ExpensesAndContributionsAmt
Qualifying Distributions$151,682QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$200,353DistributableAsAdjustedAmt
Undistributed Income PY$62,088UndistributedIncomePYAmt
Qualifying Distributions$151,682QualifyingDistributionsAmt
Applied To Year1$62,088AppliedToYear1Amt
Applied To Current Year$89,594AppliedToCurrentYearAmt
Undistributed Income CY$110,759UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKAREN CARRRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 522AddressLine1Txt
CityRICHMONDCityNm
State AbbreviationTXStateAbbreviationCd
ZIP774060522ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2813423825RecipientPhoneNum
Form And Info And MaterialsREQUESTS MUST BE IN WRITING AND SHOULD INCLUDE THE ORGANIZATION REQUESTING, THE ORGANIZATIONS PURPOSE, THE SPECIFIC USE OF THE MONEY REQUESTED, AND DOCUMENTATION REGARDING THE CHARITABLE STATUS OF THE ORGANIZATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsRESTRICTED TO THE GEOGRAPHIC AREA IN OR AROUND RICHMOND, TEXASRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CATHOLIC CHARITIES
PO BOX 1743RICHMONDTX77406PCGENERAL OPERATING SUPPORT$10,000
CHILD ADVOCATES OF FORT BEND
PO BOX 8RICHMONDTX77406PCGENERAL OPERATING SUPPORT$25,000
FORT BEND SENIORS MEALS ON WHEELS
PO BOX 1488ROSENBERGTX77471PCGENERAL OPERATING SUPPORT$25,000
LAMAR EDUCATIONAL AWARDS FOUNDATION
3911 AVE IROSENBERGTX77471PCGENERAL OPERATING SUPPORT$10,000
MORTON CEMETERY ASSOCIATION
PO BOX 300RICHMONDTX77406NCOPERATING AND MAINTENANCE COSTS$10,000
NEEDVILLE EDUCATION FOUNDATION
PO BOX 412NEEDVILLETX77461PCGENERAL OPERATING SUPPORT$10,000
OAK HILL MISSIONARY CHURCH
21518 WEST BELFORTRICHMONDTX77406PCGENERAL OPERATING SUPPORT$1,000
TSTC FOUNDATION
3801 CAMPUS DRWACOTX76705PCSTUDENT SCHOLARSHIPS & EXEMPT PURPOSE$35,000
WIEGHAT FOUNDATION
PO BOX 295NEEDVILLETX77461PCGENERAL OPERATING SUPPORT$1,000
CAL FARLEYS BOYS RANCH
PO BOX 1890AMARILLOTX791059985PCGENERAL OPERATING SUPPORT$10,000
BRAZOS ISD EDUCATION FOUNDATION
PO BOX 819WALLISTX77485PCGENERAL OPERATING SUPPORT$10,000
FORT BEND WILDLIFE RESCUE
18 STRETFORT COURTSUGAR LANDTX77479PCGENERAL OPERATING SUPPORT$1,000
TEXAS AM FOUNDATION
4461 TAMU ATTN VENI 308College StationTX77842PCSTUDENT SCHOLARSHIPS$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$150,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$48,353ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$514,624ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$562,977ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$562,977TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOYes (true)TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd

Transfer Schedule Detail TransferScheduleDetail

FieldValueIRS element (for citing)
Line Number1a(1)LineNumberTxt
Involved$10,000InvolvedAmt

Noncharitable Exempt Org Name NoncharitableExemptOrgName

FieldValueIRS element (for citing)
Business Name Line1MORTON CEMETERYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transfers Trans And Shr ArrngmCASH GRANTTransfersTransAndShrArrngmDesc
FieldValueIRS element (for citing)
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,365Amt
Net Investment Income$1,183NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,182DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MORTON CEMETERY ASSOCIATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 300AddressLine1Txt
CityRICHMONDCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77406ZIPCd
FieldValueIRS element (for citing)
Grant2024-12-06GrantDt
Grant$10,000GrantAmt
Purpose Of GrantSEE STATEMENT 127PurposeOfGrantTxt
Expended By Grantee$10,000ExpendedByGranteeAmt
Any Diversion By GranteeNOAnyDiversionByGranteeTxt
Verification2025-01-20VerificationDt
Results Of VerificationSEE STATEMENT 127ResultsOfVerificationTxt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceForm 990PF-General Explanation Attachment 1FormAndLineReferenceDesc
Medium ExplanationFORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY STATEMENT (ADDITIONAL INFORMATION AND EXPLANATION OF STATEMENT 129)GRANT PURPOSETHE GRANT WAS MADE TO A PUBLIC CEMETERY THAT PREDATES THE REPUBLIC OF TEXAS. THE FUNDS WERE PROVIDED TO MAINTAIN AND MAKE NEEDED IMPROVEMENTS TO THE HISTORIC CEMETERY TO ENSURE ITS PERPETUAL LIFE. IMPROVEMENTS AND UPDATES TO THE AESTHETICS OF THE AREA WILL BE A BENEFIT FOR FUTURE GENERATIONS.RESULTS OF VERIFICATIONREVIEW OF THE ACCOUNTING AND FINANCIAL RECORDS SUPPORTS THE FACT THAT THE FUNDS HAVE BEEN USED FOR THE INTENDED PURPOSE OF THE GRANT. THE CEMETERY IS BEING MAINTAINED AND NEEDED IMPROVEMENTS HAVE BEEN MADE AND ARE CONTINUING TO BE MADE.MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFIDELITY BROKERAGE SERVICESStockNm
EOY Book Value$2,200,910EOYBookValueAmt
EOYFMV$2,899,673EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$10RevenueAndExpensesPerBooksAmt
Net Investment Income$10NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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