R W FAIR FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- R W FAIR FOUNDATION (EIN 75-6015270)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-06
- IRS object ID
- 202621269349103077
- 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
- Accounting Fees Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-06T13:12:10-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 750699590 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SQUYRES & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 821 ESE LOOP 323 STE 100 | AddressLine1Txt |
| City | TYLER | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75701 | 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 | 756015270 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R W FAIR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RWFA | BusinessNameControlTxt |
| Phone | 9035923811 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 689 | AddressLine1Txt |
| City | TYLER | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75710 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN R BOB GARRETT | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2026-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Deborah R Jordan | PreparerPersonNm |
| PTIN | P00187426 | PTIN |
| Phone | 9035972021 | PhoneNum |
| 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 | $26,012,607 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $38 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $38 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $303,578 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $303,578 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $29,640 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $29,640 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $24,851 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,801,945 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,773,071 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,801,945 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $39,190 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $39,190 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,174,391 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,174,391 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $24,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $24,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $5,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $4,600 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $400 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,396 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,215 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $181 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $174,730 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $121,941 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $53,239 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $33,090 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,219 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $182 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,763 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,763 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $264,979 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $184,738 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $54,002 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $984,345 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,984,345 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,249,324 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $184,738 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,038,347 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $925,067 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,989,653 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $134,842 | CashBOYAmt |
| Cash EOY | $496,223 | CashEOYAmt |
| Cash EOYFMV | $496,223 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,597,455 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,451,289 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,451,289 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $10,882 | AcctRcvblAmt |
| Acct Rcvbl BOY | $9,672 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $10,882 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $10,882 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $3,433 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,126 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,126 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $22,714,957 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,812,722 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,812,722 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $193,537 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $57,817 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $135,720 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $135,720 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $143,021 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $14,503 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,503 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $94,344 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1 | OtherAssetsBOYAmt |
| Total Assets BOY | $25,610,583 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,925,465 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,012,607 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $61,771 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $4,579 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,000,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,000,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2,061,771 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,004,579 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $23,548,812 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $24,920,886 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,548,812 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,920,886 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,610,583 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,925,465 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,548,812 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $925,067 | ExcessRevenueOverExpensesAmt |
| Other Increases | $447,007 | OtherIncreasesAmt |
| Subtotal | $24,920,886 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $24,920,886 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| LKCM S/T PUBLIC TRADED SECURITIES | P | 2025-01-01 | 2025-12-31 | $38,231 | $112,513 | -$74,282 | -$74,282 |
| LKCM L/T PUBLIC TRADED SECURITIES | P | 2020-01-01 | 2025-12-31 | $3,734,840 | $1,858,613 | $1,876,227 | $1,876,227 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,801,945 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,656 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $27,656 | SubtotalAmt |
| Tax Based On Investment Income | $27,656 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $24,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $3,156 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RACHEL LARSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9035923811 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 689 | AddressLine1Txt |
| City | TYLER | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75710 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| KIRK CALHOUN | ||||||
| P O BOX 689 | TYLER | TX | 75710 | Director | 0.00 | $0 |
| RANDY ROBERTS | ||||||
| P O BOX 689 | TYLER | TX | 75710 | Vice President | 0.00 | $0 |
| RACHEL LARSON | ||||||
| P O BOX 689 | TYLER | TX | 75710 | Sec/Treasurer | 5.00 | $8,000 |
| TOM MULLINS | ||||||
| P O BOX 689 | TYLER | TX | 75710 | Director | 0.00 | $0 |
| KEN WAITS | ||||||
| P O BOX 689 | TYLER | TX | 75710 | Director | 0.00 | $0 |
| CASSIE HOLLENSHEAD | ||||||
| P O BOX 689 | TYLER | TX | 75710 | Asst. Sec-Treas | 5.00 | $16,000 |
| MARK WHATLEY | ||||||
| P O BOX 689 | TYLER | TX | 75710 | Director | 0.00 | $0 |
| LEE GIBSON | ||||||
| P O BOX 689 | TYLER | TX | 75710 | Director | 0.00 | $0 |
| JOHN R BOB GARRETT | ||||||
| P O BOX 689 | TYLER | TX | 75710 | President | 5.00 | $0 |
| JOHN L JONES | ||||||
| P O BOX 689 | TYLER | TX | 75710 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $23,036,440 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,223,179 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $249,663 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,509,282 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $25,509,282 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $382,639 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,126,643 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,256,332 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,256,332 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,656 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,656 | TotalTaxAmt |
| Distributable Before Adj | $1,228,676 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,228,676 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,228,676 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,038,347 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,038,347 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,228,676 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $707,822 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $785,505 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,493,327 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,038,347 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,228,676 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $809,671 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,302,998 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,302,998 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $707,822 | ExcessFromYear2Amt |
| Excess From Year1 | $785,505 | ExcessFromYear1Amt |
| Excess From Current Year | $809,671 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Bob Garrett | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 689 | AddressLine1Txt |
| City | TYLER | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75710 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9035106535 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| VARIOUS | ||||||
| SEE SCHEDULE 1 | SEE SCHEDULE | TX | 75710 | PC | See Schedule 1 Attached | $1,982,500 |
| City of Tyler | ||||||
| 212 NORTH BONNER AVE | Tyler | TX | 75702 | GOV | Provide LANDSCAPING AND MAINTENANCE FOR CITY PARKING GARAGE. INcluded in Schedule 1 attached. | $1,845 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,984,345 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $303,578 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $24,851 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $39,190 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,801,945 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,169,602 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,169,602 | 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 | $1,845 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | City of Tyler | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | Payment for Landscaping on behalf of the City of Tyler for city property | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF TYLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501c(1)(A)(ii) | OrganizationTypeDesc |
| Relationship Description | HISTORICAL RELATIONSHIP with governmental unit | RelationshipDescriptionTxt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $15,396 | Amt |
| Net Investment Income | $15,215 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $181 | DisbursementsCharitablePrpsAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Improvements | $57,818 | $57,817 | $1 | |
| Land | $135,719 | $135,719 | $143,021 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| producing royalty | AT COST | $138,511 | $94,344 |
| non producing royalty | AT COST | $29,316 | |
| reserve for depletion | AT COST | $153,324 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Dues & Subscriptions | $100 | $100 |
| INSURANCE | $3,811 | $3,811 |
| Meal | $90 | $90 |
| MISCELLANEOUS | $6 | $6 |
| Rental Expenses | $4,789 | $4,789 |
| ROYALTY OTHER DEDUCTIONS | $2,604 | $2,604 |
| Seminars & Training | $1,363 | $1,363 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $39,190 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $39,190 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BROKERAGE FEES | $121,491 | $121,941 | $0 | $0 |
| CONSULTING FEES | $53,239 | $0 | $0 | $53,239 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Ad Valorem Tax Service Expense | $40 | $40 | |
| AD VALOREM TAX-ROYALTIES | $2,432 | $2,432 | |
| EXCISE TAXES | $26,689 | ||
| FOREIGN TAX | $552 | $552 | |
| GROSS PRODUCTION TAX | $1,107 | $1,107 | |
| payroll taxes | $2,270 | $2,088 | $182 |
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