BERT F WINSTON SR FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BERT F WINSTON SR FOUNDATION (EIN 76-0662270)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-27
- IRS object ID
- 202601189349100715
- Schema version
- 2025v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-27T13:20:50-06:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061665183 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAREK & MAREK PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4202 KUNZ ROAD | AddressLine1Txt |
| City | ROSENBERG | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77471 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760662270 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERT F WINSTON SR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KAREN CARR | InCareOfNm |
| Business Name Control | BERT | BusinessNameControlTxt |
| Phone | 2813423825 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 522 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 774060522 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN CARR | PersonNm |
| Person Title | PRESIDENTDIRECTOR | PersonTitleTxt |
| Phone | 2813423825 | PhoneNum |
| Signature | 2026-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN M MAREK | PreparerPersonNm |
| PTIN | P00341641 | PTIN |
| Phone | 2813427351 | PhoneNum |
| Preparation | 2026-04-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,199,395 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $883,745 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $62,773 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,773 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $134,906 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $134,906 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $134,906 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,081,425 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $197,680 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,365 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,183 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,182 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $15,299 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $40 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $40 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $17,704 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,223 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,182 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $262,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $262,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $279,704 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,223 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $263,182 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $801,721 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $196,457 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $43,104 | CashBOYAmt |
| Cash EOY | $63,401 | CashEOYAmt |
| Cash EOYFMV | $63,401 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,404,739 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,166,445 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,166,445 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,200,910 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,336,883 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,599,549 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $883,745 | LandBldgEquipCostOrOtherBssAmt |
| Land EOY | $883,745 | LandEOYAmt |
| Land EOYFMV | $5,370,000 | LandEOYFMVAmt |
| Total Assets BOY | $3,648,753 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,450,474 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,199,395 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,648,753 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,450,474 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,648,753 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,450,474 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,648,753 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,450,474 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,648,753 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $801,721 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,450,474 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,450,474 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FIDELITY CAPITAL GAINS DISTRIBUTION | PropertyDesc |
| Sold | 2025-12-31 | SoldDt |
| Gross Sales Price | $134,906 | GrossSalesPriceAmt |
| Gain Or Loss | $134,906 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $134,906 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $134,906 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,731 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,731 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,731 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,809 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,809 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,078 | OverpaymentAmt |
| Applied To ES Tax | $5,078 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | KAREN CARR | IndividualWithBooksNm |
| Phone | 2813423825 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1215 OAK CREEK RD | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77469 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KAREN CARR | ||||||||
| 1215 OAK CREEK RD | RICHMOND | TX | 77469 | PRESIDENTDIRECTOR | 2.00 | $0 | $0 | $0 |
| F BARRETT DAVIS Jr | ||||||||
| PO BOX 522 | RICHMOND | TX | 774060522 | TREASURERDIRECTOR | 2.00 | $0 | $0 | $0 |
| CHAILLE HAWKINS | ||||||||
| PO BOX 522 | RICHMOND | TX | 774060522 | VICE PRESIDENTDIRECTOR | 2.00 | $0 | $0 | $0 |
| PAT MCDONALD | ||||||||
| PO BOX 522 | RICHMOND | TX | 774060522 | VICE PRESIDENTDIRECTOR | 2.00 | $0 | $0 | $0 |
| DANNY F MAREK | ||||||||
| PO BOX 522 | RICHMOND | TX | 774060522 | VICE PRESIDENTDIRECTOR | 2.00 | $0 | $0 | $0 |
| ASHLEY SYDOW | ||||||||
| PO BOX 522 | RICHMOND | TX | 774060522 | SECRETARY | 2.00 | $0 | $0 | $0 |
| JACK H MOORE | ||||||||
| PO BOX 522 | RICHMOND | TX | 774060522 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DAVID WINSTON | ||||||||
| PO BOX 522 | RICHMOND | TX | 774060522 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| ROLAND ADAMSON | ||||||||
| PO BOX 522 | RICHMOND | TX | 774060522 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,237,886 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,435,230 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $147,123 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,820,239 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,820,239 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $72,304 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,747,935 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $237,397 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $237,397 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,731 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,731 | TotalTaxAmt |
| Distributable Before Adj | $234,666 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $234,666 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $234,666 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $263,182 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $263,182 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $234,666 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $110,759 | UndistributedIncomePYAmt |
| Qualifying Distributions | $263,182 | QualifyingDistributionsAmt |
| Applied To Year1 | $110,759 | AppliedToYear1Amt |
| Applied To Current Year | $152,423 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $82,243 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KAREN CARR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 522 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 774060522 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2813423825 | RecipientPhoneNum |
| Form And Info And Materials | REQUESTS MUST BE IN WRITING AND SHOULD INCLUDE THE ORGANIZATION REQUESTING, THE ORGANIZATION'S PURPOSE, THE SPECIFIC USE OF THE MONEY REQUESTED, AND DOCUMENTATION REGARDING THE CHARITABLE STATUS OF THE ORGANIZATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | RESTRICTED TO THE GEOGRAPHIC AREA IN OR AROUND RICHMOND TEXAS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CATHOLIC CHARITIES | ||||||
| PO BOX 1743 | RICHMOND | TX | 77406 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| CHILD ADVOCATES OF FORT BEND | ||||||
| PO BOX 8 | RICHMOND | TX | 77406 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| FORT BEND SENIORS MEALS ON WHEELS | ||||||
| PO BOX 1488 | ROSENBERG | TX | 77471 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| HUNT PRESERVATION SOCIETY INC | ||||||
| PO BOX 632 | HUNT | TX | 78024 | PC | FLOOD RELIEF SUPPORT | $25,000 |
| MORTON CEMETERY ASSOCIATION | ||||||
| PO BOX 300 | RICHMOND | TX | 77406 | NC | OPERATING AND MAINTENANCE COSTS | $10,000 |
| FORT BEND WOMENS CENTER | ||||||
| PO BOX 183 | RICHMOND | TX | 77406 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| FORT BEND FAMILY HEALTH CENTER | ||||||
| 400 AUSTIN ST | RICHMOND | TX | 77469 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| TSTC FOUNDATION | ||||||
| 3801 CAMPUS DR | WACO | TX | 76705 | PC | STUDENT SCHOLARSHIPS & EXEMPT PURPOSE | $25,000 |
| WIEGHAT FOUNDATION | ||||||
| PO BOX 295 | NEEDVILLE | TX | 77461 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| CAL FARLEYS BOYS RANCH | ||||||
| PO BOX 1890 | AMARILLO | TX | 791059985 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| COMMUNITY FNDTN OF THE TX HILL COUN | ||||||
| 241 EARL GARRETT ST | KERRVILLE | TX | 78028 | PC | FLOOD RELIEF SUPPORT | $10,000 |
| FORT BEND WILDLIFE RESCUE | ||||||
| 18 STRETFORT COURT | SUGAR LAND | TX | 77479 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| ATTACK POVERTY | ||||||
| PO BOX 63 | RICHMOND | TX | 77406 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $262,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62,773 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $134,906 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $197,680 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $197,680 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (true) | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a(1) | LineNumberTxt |
| Involved | $10,000 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORTON CEMETERY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | CASH GRANT | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANE LONG LAND COMPANY INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 522 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $883,744 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 67009 ACRE DRAINAGE EASEMENT IN FT BEND CNTY TX AND 542532 ACRES IN FT BEND CNTY TX | NoncashPropertyDesc |
| Fair Market Value | $5,370,000 | FairMarketValueAmt |
| Received | 2025-12-22 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,365 | Amt |
| Net Investment Income | $1,183 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,182 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORTON CEMETERY ASSOCIATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 300 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2025-12-11 | GrantDt |
| Grant | $10,000 | GrantAmt |
| Purpose Of Grant | SEE STATEMENT 127 (1) | PurposeOfGrantTxt |
| Expended By Grantee | $10,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Verification | 2026-01-14 | VerificationDt |
| Results Of Verification | SEE STATEMENT 127 (2) | ResultsOfVerificationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| Form 990PF-General Explanation Attachment 1 | FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY STATEMENT ADDITIONAL INFORMATION AND EXPLANATION OF STATEMENT 129 GRANT PURPOSE THE 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. |
| Form 990PF-General Explanation Attachment 2 | FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY STATEMENT ADDITIONAL INFORMATION AND EXPLANATION OF STATEMENT 129 RESULTS OF VERIFICATION REVIEW 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. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY BROKERAGE SERVICES | StockNm |
| EOY Book Value | $2,336,883 | EOYBookValueAmt |
| EOYFMV | $3,599,549 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| 542532 ACRES FT BEND COUNTY TX | $655,155 | $0 | $655,155 | $5,370,000 |
| 67009 ACRES FT BEND COUNTY TX | $228,590 | $0 | $228,590 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $40 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $40 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANE LONG LAND COMPANY INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 522 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77406 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $15,299 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments