SADLER FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SADLER FAMILY FOUNDATION (EIN 75-2918989)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202621359349103397
- Schema version
- 2024v5.2
- 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
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T11:48:50-07:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751503978 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY & PETERS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3304 S BROADWAY AVE | AddressLine1Txt |
| City | TYLER | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752918989 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SADLER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SADL | BusinessNameControlTxt |
| Phone | 9037870788 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1746 | AddressLine1Txt |
| City | HENDERSON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75653 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAROLD SADLER | PersonNm |
| Person Title | MANAGER/DIRECTOR | PersonTitleTxt |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ginny Ragland | PreparerPersonNm |
| PTIN | P00160325 | PTIN |
| Phone | 9035976311 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $69,275,935 | 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 | $22,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,808,333 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,808,333 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,093,638 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,038,217 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,093,638 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$7,724 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $5,916,247 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,901,971 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $156,250 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,625 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $140,625 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $63,500 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $57,150 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $6,350 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $31,861 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $31,861 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $176,820 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $176,820 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $7,287 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $7,287 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $91,966 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,083 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,545 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $10,788 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $10,788 | OccupancyNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $9,813 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,409 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $244,791 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $65,180 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $177,271 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $793,076 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $372,794 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $338,200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,555,661 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,555,661 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,348,737 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $372,794 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,893,861 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,567,510 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,529,177 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $801,917 | CashBOYAmt |
| Cash EOY | $488,810 | CashEOYAmt |
| Cash EOYFMV | $488,810 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $956,732 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,170,135 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,170,315 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $8,863,308 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $9,686,823 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $8,863,308 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $8,863,308 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $31,619,649 | CorporateStockBOYAmt |
| Corporate Stock EOY | $34,193,657 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $49,194,895 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $13,060,793 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,611,030 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,072,724 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $104,700 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $104,700 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $104,700 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $375,445 | LandBldgEquipCostOrOtherBssAmt |
| Land EOY | $375,445 | LandEOYAmt |
| Land EOYFMV | $375,445 | LandEOYFMVAmt |
| Other Assets EOY | $5,738 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,738 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $56,230,614 | TotalAssetsBOYAmt |
| Total Assets EOY | $57,812,823 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $69,275,935 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $12,282 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $26,981 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $12,282 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,981 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $56,218,332 | RetainedEarningBOYAmt |
| Retained Earning EOY | $57,785,842 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $56,218,332 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $57,785,842 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $56,230,614 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $57,812,823 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $56,218,332 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,567,510 | ExcessRevenueOverExpensesAmt |
| Subtotal | $57,785,842 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $57,785,842 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS #2214 - ST | P | 2024-07-01 | 2025-06-30 | $5,600,000 | $5,600,000 | ||
| UBS #2214 - LT | P | 2023-07-01 | 2025-06-30 | $5,128,078 | $4,473,400 | $654,678 | $654,678 |
| UBS #2328 - ST | P | 2024-07-01 | 2025-06-30 | $283,956 | $320,936 | -$36,980 | -$36,980 |
| UBS #2328 - LT | P | 2023-07-01 | 2025-06-30 | $3,849,554 | $2,166,981 | $1,682,573 | $1,682,573 |
| UBS #2329 - ST | P | 2024-07-01 | 2025-06-30 | $556,601 | $552,451 | $4,150 | $4,150 |
| UBS #2329 - LT | P | 2023-07-01 | 2025-06-30 | $901,803 | $929,967 | -$28,164 | -$28,164 |
| UBS #2330 - LT | P | 2023-07-01 | 2025-06-30 | $1,503,953 | $1,571,645 | -$67,692 | -$67,692 |
| UBS #2342 - ST | P | 2024-07-01 | 2025-06-30 | $295,732 | $395,646 | -$99,914 | -$99,914 |
| UBS #2342 - LT | P | 2023-07-01 | 2025-06-30 | $2,053,673 | $1,400,931 | $652,742 | $652,742 |
| UBS #2394 - ST | P | 2024-07-01 | 2025-06-30 | $4,898 | $4,574 | $324 | $324 |
| UBS #2394 - LT | P | 2023-07-01 | 2025-06-30 | $580,042 | $502,211 | $77,831 | $77,831 |
| UBS #2395 - ST | P | 2024-07-01 | 2025-06-30 | $404,466 | $446,492 | -$42,026 | -$42,026 |
| UBS #2395 - LT | P | 2023-07-01 | 2025-06-30 | $850,666 | $579,345 | $271,321 | $271,321 |
| PARTNERSHIP ST CAP GAIN | P | 2024-07-01 | 2025-06-30 | $2,603 | $2,603 | $2,603 | |
| PARTNERSHIP LT CAP GAIN | P | 2023-07-01 | 2025-06-30 | $21,784 | $21,784 | $21,784 | |
| Capital Gain Dividends | $408 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,093,638 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$171,843 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $76,856 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $76,856 | SubtotalAmt |
| Tax Based On Investment Income | $76,856 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $56,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $106,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2,059 | EsPenaltyAmt |
| Overpayment | $27,085 | OverpaymentAmt |
| Applied To ES Tax | $27,085 | 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 | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | sadlerfamilyfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMUEL SADLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9037870788 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1746 | AddressLine1Txt |
| City | HENDERSON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75653 | 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 |
| 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| HAROLD SADLER | |||||||
| PO BOX 1746 | HENDERSON | TX | 75653 | President | 3.00 | $0 | |
| MILDRED SADLER | |||||||
| PO BOX 1746 | HENDERSON | TX | 75653 | Director | 0.00 | $0 | |
| TY BEARD | |||||||
| PO BOX 1746 | HENDERSON | TX | 75653 | Secretary | 0.00 | $0 | |
| ROBIN SADLER FLANAGAN | |||||||
| PO BOX 1746 | HENDERSON | TX | 75653 | Director | 0.00 | $0 | |
| JASON FLANAGAN | |||||||
| PO BOX 1746 | HENDERSON | TX | 75653 | Director | 0.00 | $0 | |
| SAMUEL SADLER | |||||||
| PO BOX 1746 | HENDERSON | TX | 75653 | Vice President | 40.00 | $81,250 | $15,795 |
| VICKI SADLER | |||||||
| PO BOX 1746 | HENDERSON | TX | 75653 | Director | 0.00 | $0 | |
| BARBARA QUINN | |||||||
| PO BOX 1746 | HENDERSON | TX | 75653 | Director | 0.00 | $0 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DARLA GOODE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 KENNETH | AddressLine1Txt |
| City | HENDERSON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75652 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | BOOKKEEPER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $61,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $56,091,950 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,472,207 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,382,635 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $67,946,792 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $67,946,792 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,019,202 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $66,927,590 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,346,380 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,346,380 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $76,856 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $76,856 | TotalTaxAmt |
| Distributable Before Adj | $3,269,524 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,269,524 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,269,524 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,893,861 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,893,861 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,269,524 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $2,294,049 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,294,049 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,893,861 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,269,524 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $624,337 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,918,386 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,918,386 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $2,294,049 | ExcessFromYear2Amt |
| Excess From Current Year | $624,337 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JASON FLANAGAN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SADLER FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1746 | AddressLine1Txt |
| City | HENDERSON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75653 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9035392159 | RecipientPhoneNum |
| Recipient Email Address | dgoode@sbbqinvestments.com | RecipientEmailAddressTxt |
| Form And Info And Materials | SUBMISSIONS SHOULD BE MADE BY LETTER WITH THE FOLLOWING INFORMATION:1. NAME OF GROUP OR ORGANIZATION2. PURPOSE OF ORGANIZATION'S ACTIVITIES3. STATE THE SPECIFIED NEED4. COPY OF NON-PROFIT DOCUMENTS5. AMOUNT REQUESTED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | 1. ORGANIZATION MUST BE DOMICILED IN THE US2. MUST BE A NON-PROFIT ORGANIZATION3. GRANTS ARE MADE PRIMARILY TO CHRISTIAN EDUCATION, YOUTH SPORTS GROUPS AND YOUTH OR ELDERLY IN FINANCIAL NEED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FULL ARMOR CHRISTIAN ACADEMY - PRIC | |||||||
| PO Box 208 | Henderson | TX | 75653 | None | I | SCHOLARSHIP FOR EDUCATIONAL EXPENSES | $5,950 |
| Iglesia Baptiste Church | |||||||
| 520 W Main St | Henderson | TX | 75652 | None | PC | GENERAL SUPPORT | $112,506 |
| First Baptist Church | |||||||
| 207 W Main St | Henderson | TX | 75652 | None | PC | GENERAL SUPPORT | $82,721 |
| Boys Girls Club of Rusk County | |||||||
| 710 Robertson Blvd | Henderson | TX | 75652 | None | PC | GENERAL SUPPORT | $3,600 |
| Dallas Baptist University | |||||||
| 3000 Mountain Creek Parkway | Dallas | TX | 75211 | None | PC | GENERAL SUPPORT | $25,000 |
| Faith Comes By Hearing | |||||||
| 2421 Axtec Rd NE | Albuquerque | NM | 87101 | None | PC | GENERAL SUPPORT | $33,600 |
| Carlisle Alumni Assn | |||||||
| PO Box 13 | Price | IA | 50047 | None | PC | GENERAL SUPPORT | $2,000 |
| East Texas Angel Network | |||||||
| 2802 Gilmer Rd Ste 1 | Longview | TX | 75601 | None | PC | GENERAL SUPPORT | $5,000 |
| LIBERTY UNIVERSITY FOR SAUL QUINTAN | |||||||
| PO Box 10425 | Lynchburg | VA | 24506 | NONE | I | SCHOLARSHIP FOR EDUCATIONAL EXPENSE | $9,857 |
| TEXAS AM UNIVERSITY - EDWIN QUINTAN | |||||||
| 6001 TAMU | College Station | TX | 77843 | NONE | I | SCHOLARSHIP FOR EDUCATIONAL EXPENSE | $29,674 |
| Henderson Food Bank | |||||||
| 1780 Jacksonville Dr | Henderson | TX | 75654 | NONE | PC | GENERAL SUPPORT | $3,304 |
| Carlisle Baptist Church | |||||||
| 3590 CR 491 S | Henderson | TX | 75654 | NONE | PC | GENERAL SUPPORT | $138,086 |
| Help the Youth Yates Park | |||||||
| PO Box 1121 | Henderson | TX | 75653 | NONE | PC | GENERAL SUPPORT | $5,500 |
| Asha Partners | |||||||
| PO BOX 540294 | DALLAS | TX | 75354 | NONE | PC | GENERAL SUPPORT | $261,472 |
| ETBU FOR LANDON THOMPSON | |||||||
| One Tiger Drive | Marshall | TX | 75670 | NONE | I | SCHOLARSHIP FOR EDUCATIONAL EXPENSE | $10,195 |
| Liberty Counsel | |||||||
| PO BOX 540774 | ORLANDO | FL | 32854 | NONE | PC | GENERAL SUPPORT | $20,000 |
| Samaritan's Purse | |||||||
| PO Box 3000 | BOONE | NC | 28607 | NONE | PC | GENERAL SUPPORT | $100,000 |
| Hiway 80 Rescue Mission | |||||||
| 3123 W Marshall Ave | Longview | TX | 75604 | NONE | PC | BENEVOLENCE | $500 |
| Renaissance Club | |||||||
| PO Box 1322 | Henderson | TX | 75653 | NONE | PC | PHILANTHROPIC GIVING | $5,000 |
| St Jude Children's Research Hospita | |||||||
| PO Box 50 | Memphis | TN | 38101 | NONE | PC | PHILANTHROPIC GIVING | $10,000 |
| BOYS TOWN | |||||||
| 100 FLANAGAN BLVD PO BOX 5000 | BOYS TOWN | NE | 68010 | NONE | PC | BENEVOLENCE | $150 |
| CHURCH MISSIONS NETWORK | |||||||
| PO BOX 6326 | TYLER | TX | 75711 | NONE | PC | GENERAL SUPPORT | $128,880 |
| FULL ARMOR CHRISTIAN ACADEMY - CA L | |||||||
| PO BOX 2035 | HENDERSON | TX | 75653 | NONE | I | GENERAL SUPPORT | $10,857 |
| GREEN ACRES BAPTIST CHURCH | |||||||
| 1607 TROUP HWY | TYLER | TX | 75701 | NONE | PC | GENERAL SUPPORT | $5,350 |
| GIRL SCOUT TROOP 219 | |||||||
| 402 S MAIN ST | HENDERSON | TX | 75654 | NONE | PC | GENERAL SUPPORT | $771 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | NONE | PC | GENERAL SUPPORT | $300 |
| HOLDING UKRAINE | |||||||
| 16202 AVENIDA DEL LUNA | SAN ANTONIO | TX | 78232 | NONE | PC | GENERAL SUPPORT | $9,167 |
| MENTORING ALLIANCE | |||||||
| 1909 S BROADWAY AVE | TYLER | TX | 75701 | NONE | PC | SCHOLARSHIP FUND | $60,000 |
| MBTS - MARK CLIFTON | |||||||
| 5001 NORTH OAK TRAFFICWAY | KANSAS CITY | MO | 64118 | NONE | I | SCHOLARSHIP FOR EDUCATIONAL EXPENSE | $2,860 |
| NATIONAL ASSOC OF CHIEFS OF POLICE | |||||||
| PO BOX 27158 | LANSING | MI | 48909 | NONE | PC | GENERAL SUPPORT | $100 |
| PATH | |||||||
| 402 W FRONT STREET | TYLER | TX | 75702 | NONE | PC | BENEVOLENCE | $25,000 |
| PROMISE ACADEMY | |||||||
| 504 W 32ND STREET | TYLER | TX | 75702 | NONE | PC | SCHOLARSHIP FUND | $50,000 |
| RENEW WORLD OUTREACH INC | |||||||
| 3225 WYCLIFF WAY | STONE MOUNTAIN | GA | 30087 | NONE | PC | GENERAL SUPPORT | $1,163 |
| SEND RELIEF | |||||||
| PO BOX 117246 | ATLANTA | GA | 30368 | NONE | PC | DISASTER RELIEF | $125,000 |
| TEXANS ON MISSION | |||||||
| 5351 CATRON | DALLAS | TX | 75227 | NONE | PC | DISASTER RELIEF | $50,000 |
| WISEMAN MINISTRIES | |||||||
| PO BOX 1207 | LONGVIEW | TX | 75606 | NONE | PC | GENERAL SUPPORT | $179,000 |
| RENAISSANCE CHARITABLE FOUNDATION | |||||||
| 8888 KEYSTONE CROSSING SUITE 1222 | INDIANAPOLIS | IN | 46240 | N/A | PC | POVERTY RELIEF | $1,340,000 |
| ETBU FOR MEREDITH SALAZAR | |||||||
| ONE TIGER DRIVE | MARSHALL | TX | 75670 | NONE | I | SCHOLARSHIP FOR EDUCATIONAL EXPENSE | $4,213 |
| ETBU FOR ANNA NORMAN | |||||||
| ONE TIGER DRIVE | MARSHALL | TX | 75670 | NONE | I | SCHOLARSHIP FOR EDUCATIONAL EXPENSE | $7,296 |
| ETBU FOR DIANA CANENGUEZ | |||||||
| ONE TIGER DRIVE | MARSHALL | TX | 75670 | NONE | I | SCHOLARSHIP FOR EDUCATIONAL EXPENSE | $244 |
| EAST TEXAS BAPTIST UNIVERSITY | |||||||
| ONE TIGER DRIVE | MARSHALL | TX | 75670 | NONE | I | SCHOLARSHIP FUND | $250,000 |
| FULL ARMOR CHRISTIAN ACADEMY - DUKE | |||||||
| PO BOX 2035 | HENDERSON | TX | 75653 | NONE | I | SCHOLARSHIP FOR EDUCATIONAL EXPENSE | $5,750 |
| FULL ARMOR CHRISTIAN ACADEMY - WICK | |||||||
| PO BOX 2035 | HENDERSON | TX | 75653 | NONE | I | SCHOLARSHIP FOR EDUCATIONAL EXPENSE | $2,400 |
| FULL ARMOR CHRISTIAN ACADEMY | |||||||
| PO BOX 2035 | HENDERSON | TX | 75653 | NONE | PC | GENERAL SUPPORT | $178,490 |
| DALLAS BAPTIST UNIVERSITY | |||||||
| 3000 Mountain Creek Parkway | DALLAS | TX | 75211 | NONE | PC | SCHOLARSHIP FUND | $250,000 |
| ASHA PARTNERS | |||||||
| PO BOX 540294 | DALLAS | TX | 75354 | NONE | PC | POVERTY RELIEF | $4,705 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,555,661 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,808,333 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,093,638 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| PARTNERSHIP UBTI | 901101 | -$7,552 |
| PARTNERSHIP UBTI SEC 1231 | 901101 | -$172 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$7,724 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,901,971 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,894,247 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | 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 |
| 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JASON FLANAGAN | ||||||
| 1 | 1821 EAST MAIN ST | HENDERSON | TX | 75652 | $12,000 | Yes (X) |
| RANDY SADLER | ||||||
| 2 | 3802 VERSAILLES AVE | DALLAS | TX | 75209 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Professional Fees | CategoryTxt |
| Amt | $31,861 | Amt |
| Net Investment Income | $31,861 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Buildings | $272,801 | $272,801 | $272,801 |
| Improvements | $22,216 | $22,216 | $22,216 |
| Land | $80,428 | $80,428 | $80,428 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAXES RECEIVABLE | Desc |
| EOY Book Value | $5,738 | EOYBookValueAmt |
| EOYFMV | $5,738 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| HEALTH INSURANCE | $35,040 | $6,264 | $28,776 |
| MISCELLANEOUS | $20 | $20 | |
| OFFICE EXPENSE | $7,805 | $7,805 | |
| OFFICE MEALS | $4,362 | $2,181 | |
| PARTNERSHIP NON-DEDUCTIBLE EXPENSE | $159 | ||
| PARTNERSHIP OTHER DEDUCTIONS | $48,910 | $48,910 | |
| TEAM MISSION TRIPS - TRAVEL COSTS | $148,495 | $148,495 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| PARTNERSHIP UBTI | -$7,552 |
| PARTNERSHIP UBTI SEC 1231 | -$172 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $176,218 | $176,218 | $0 | $0 |
| OTHER FEES | $602 | $602 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $77,338 | ||
| FOREIGN TAX EXPENSE | $2,784 | $2,784 | |
| PAYROLL TAXES | $11,844 | $5,299 | $6,545 |
Comments