Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 10-01-2013 , and ending 09-30-2014
Name of foundation
VELMA LEE & JOHN HARVEY ROBINSON CHARITABLE FOUNDA
 

Number and street (or P.O. box number if mail is not delivered to street address)P O Box 924   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Edna, TX77957
A Employer identification number

74-2300129
B Telephone number (see instructions)

C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$29,021,959J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 43,427 43,427 43,427
4 Dividends and interest from securities...... 646,316 646,316 646,316
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 847,289
b Gross sales price for all assets on line 6a 8,882,144
7 Capital gain net income (from Part IV, line 2)... 847,289
8 Net short-term capital gain......... 297,812
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 219,747 219,747 -2,481
12 Total. Add lines 1 through 11........ 1,756,779 1,756,779 985,074
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 18,150 12,750   5,400
14 Other employee salaries and wages...... 48,915 40,000   8,915
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 67,142 67,142    
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 61,318 28,708 31,928 682
19 Depreciation (attach schedule) and depletion... Click to see attachment 473 473  
20 Occupancy.............. 5,100 5,100    
21 Travel, conferences, and meetings....... 4,118     4,118
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 35,218 6,692 28,526  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 240,434 160,865 60,454 19,115
25 Contributions, gifts, grants paid........ 1,314,506 1,314,506
26 Total expenses and disbursements. Add lines 24 and 25 1,554,940 160,865 60,454 1,333,621
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 201,839
b Net investment income (if negative, enter -0-) 1,595,914
c Adjusted net income (if negative, enter -0-)... 924,620
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 4,255,986 4,529,555 4,529,555
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 15,455,132 Click to see attachment15,474,577 20,562,336
c Investments—corporate bonds (attach schedule)........ 3,373,880 Click to see attachment3,312,851 3,341,885
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet4,613
Less: accumulated depreciation (attach schedule) bullet4,129 457 Click to see attachment484 484
15 Other assets (describe bullet) 616,225 Click to see attachment587,699 587,699
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 23,701,680 23,905,166 29,021,959
Liabilities 17 Accounts payable and accrued expenses.......... 3,745 31,928
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) 36,432 Click to see attachment13,871
23 Total liabilities (add lines 17 through 22).......... 40,177 45,799
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 23,661,503 23,859,367
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 23,661,503 23,859,367
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 23,701,680 23,905,166
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 23,661,503
2 Enter amount from Part I, line 27a..................... 2 201,839
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 23,863,342
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 3,975
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 23,859,367
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a 6500 Sysco P 2008-12-01 2013-10-31
b 1000 Walgreen P 2012-06-01 2013-10-31
c 3500 PRIS P 2013-10-31 2013-10-31
d 3000 Fidelity P 2010-08-01 2013-10-31
e 4500 Dell P 2012-05-01 2013-10-31
Oct Options Expired P 2013-10-01 2013-10-31
Washington Mutual Sec Litagation P 2013-10-01 2013-10-31
1000 Walgreens P 2012-06-01 2013-11-30
1000 Conoco P 2008-12-01 2013-11-30
1000 Medtronic P 2011-07-01 2013-11-30
Nov Options Expired P 2013-11-01 2013-11-30
20000 Prom De Info P 2011-06-01 2013-12-31
2750 Spreadtrum P 2013-08-01 2013-12-31
Dec Options Expired P 2013-12-01 2013-12-31
Jan Options Expired P 2014-01-01 2014-01-31
Feb Options Expired P 2014-02-01 2014-02-28
5820 Westcore P 2012-02-01 2014-02-28
1627 Oppen Dev Mkt P 2013-02-01 2014-02-28
1062 Fidelity Sm Cap Disc P 2012-02-01 2014-02-28
3635 Janus triton P 2012-02-01 2014-02-28
3744 IShare MSCI ACWI Ex US P 2012-05-01 2014-02-28
4003 IShare MSCI All Country P 2013-05-01 2014-02-28
12572 IShare MSCI Emrg Mkt P 2013-05-01 2014-02-28
1780 Power Share ETF P 2012-02-01 2014-02-28
2860 IShare MSCI Brazil P 2012-03-01 2014-02-28
16102 Guggenheim Global P 2012-02-01 2014-02-28
15670 IShare MSCI Singapore P 2012-02-01 2014-02-28
1310 IShare S&P Asia P 2012-02-01 2014-02-28
2590 IShare MSCI EMU P 2013-08-01 2014-02-28
1880 IShare Russell 2000 P 2013-05-01 2014-02-28
115 ETF IShare Trust P 2012-11-01 2014-02-28
March Options Expired P 2014-03-01 2014-03-31
1000 Medtronic P 2012-11-01 2014-04-30
2000 Baxter P 2010-12-01 2014-04-30
April Options Expired P 2014-04-01 2014-04-30
Cisco PUT P 2014-01-14 2014-05-31
3500 CISCO P 2011-06-01 2014-05-31
2000 Clorox P 2009-11-01 2014-05-31
May Options Expired P 2014-05-01 2014-05-31
268 Oppenheimer Dev Mkt P 2012-02-01 2014-05-31
9 Fidelity Sm Cap Disc P 2012-02-01 2014-05-31
2932 IShare MSCI EMU P 2013-08-01 2014-05-31
460 IShare MSCI Mex Ind P 2014-02-01 2014-05-31
120 IShare MSCI ACWI P 2014-02-01 2014-05-31
4170 IShare S&P Asia 50 P 2012-02-01 2014-05-31
60 SPDR Global DOW P 2014-02-01 2014-05-31
2000 Enerplus P 2012-04-01 2014-06-30
2000 TEVA Pharm P 2011-07-01 2014-06-30
June Options Expirede P 2014-06-01 2014-06-30
5300 Altria P 2006-12-01 2014-06-30
2900 Phillip Morris P 2008-10-01 2014-06-30
3600 Bank of America P 2006-12-01 2014-06-30
3700 HP P 2010-03-01 2014-06-30
1550 One Gas P 2014-01-01 2014-06-30
7975 Fidelity Sm Cap P 2012-02-01 2014-06-30
8516 Janus Trinton P 2012-02-01 2014-06-30
5184 Oppenheimer Dev P 2012-02-01 2014-06-30
11166 Westcore P 2012-02-01 2014-06-30
123 ETF IShare P 2012-02-01 2014-06-30
5300 RDA Micro P 2014-06-01 2014-07-31
July Options Expired P 2014-07-01 2014-07-31
8680 DBX Tr P 2014-02-01 2014-07-31
6960 XTrackers Japan P 2014-02-01 2014-07-31
6275 IShares Frontier P 2014-05-01 2014-07-31
7328 IShare Emerg Mkt P 2014-02-01 2014-07-31
3400 IShare Trust P 2012-11-01 2014-07-31
1600 IShare Russell 2000 P 2013-05-01 2014-07-31
6060 IShare MSC AC P 2014-02-01 2014-07-31
6060 IShare Flat Rate P 2014-02-01 2014-07-31
13180 Power Shares P 2013-05-01 2014-07-31
4390 SPD Global DOW P 2014-02-01 2014-07-31
2975 Vanguard P 2014-02-01 2014-07-31
Basis Adjust REMYF P 2014-06-01 2014-07-31
Aug Options Expired P 2014-08-01 2014-08-31
Sept Options Expired P 2014-09-01 2014-09-30
Capital Gains Distributions P 2013-12-01 2013-12-31
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 208,681   147,920 60,761
b 56,019   33,156 22,863
c 6,493     6,493
d 74,991   41,948 33,043
e 61,875   70,115 -8,240
11,061     11,061
1,772     1,772
54,991   33,156 21,835
67,491   36,778 30,713
54,991   33,296 21,695
9,851     9,851
37,734   142,779 -105,045
85,112   81,710 3,402
20,335     20,335
8,211     8,211
3,164     3,164
117,000   96,909 20,091
56,800   53,039 3,761
31,240   23,693 7,547
81,300   65,011 16,289
165,332   154,080 11,252
242,877   253,910 -11,033
483,385   547,673 -64,288
29,912   28,249 1,663
114,999   167,555 -52,556
204,033   217,234 -13,201
192,269   216,111 -23,842
57,139   62,505 -5,366
103,301   94,354 8,947
179,744   161,417 18,327
7,581   6,226 1,355
9,054     9,054
57,491   33,296 24,195
145,489   98,106 47,383
5,744     5,744
2,274     2,274
84,876   51,842 33,034
176,698   123,995 52,703
5,111     5,111
10,260   8,755 1,505
270   193 77
125,910   106,813 19,097
30,777   28,858 1,919
7,114   6,600 514
196,852   191,155 5,697
4,253   3,988 265
49,075   46,639 2,436
99,990   85,315 14,675
9,461     9,461
226,362   115,431 110,931
262,764   151,468 111,296
55,907   188,765 -132,858
126,558   146,621 -20,063
59,675   12,585 47,090
246,985   182,662 64,323
205,919   155,368 50,551
205,975   173,093 32,882
227,793   195,187 32,606
8,527   6,659 1,868
98,780   90,358 8,422
615     615
239,786   236,022 3,764
254,112   241,883 12,229
227,976   235,846 -7,870
440,971   415,570 25,401
232,202   190,214 41,988
164,611   137,555 27,056
364,728   333,306 31,422
503,075   502,283 792
244,780   242,206 2,574
316,361   291,990 24,371
239,922   235,404 4,518
189     189
5,305     5,305
7,681     7,681
64,202     64,202
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a        
b        
c        
d        
e        
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 847,289
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3 297,812
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012      
2011      
2010      
2009      
2008      
2 Total of line 1, column (d) ...................... 2  
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3  
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4  
5 Multiply line 4 by line 3....................... 5 0
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6  
7 Add lines 5 and 6......................... 7 0
8 Enter qualifying distributions from Part XII, line 4.............. 8  
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 31,918
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 31,918
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 31,918
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a  
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 31,918
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTX
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletJOHN J SHUTT Telephone no.bullet (361) 782-5737
    Located atbullet602 NORTH WELLSEdnaTX ZIP+4bullet77957
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    M H BROCKClick to see attachment PRESIDENT
    1.00     		900 0 325
    807 SOUTH HANOVER
    Edna,TX77957
    JOHN J SHUTTClick to see attachment VICE-PRESIDENT
    4.00     		12,750 0 1,088
    602 NORTH WELLS
    Edna,TX77957
    MARY H THEDFORDClick to see attachment SECRETARY
    1.00     		900 0 13
    P O BOX 784
    Edna,TX77957
    BOBBY BELLClick to see attachment DIRECTOR
    1.00     		900 0 842
    98 OAK CREEK DRIVE
    Edna,TX77957
    HENRY C WHITLEYClick to see attachment DIRECTOR
    1.00     		900 0 33
    11248 FM 822
    Edna,TX77957
    JAN MCCLANAHANClick to see attachment DIRECTOR
    1.00     		900 0 1,013
    818 WILLIAMS
    Edna,TX77957
    TRAVIS R PHILLIPSClick to see attachment DIRECTOR
    1.00     		900 0 804
    502 NORTH WELLS
    Edna,TX77957
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 Foundation makes grants to San Marcos Baptist Academy San Marcos Tx South Texas Childrens Home Beeville Tx First Baptist Church Edna Tx and other 0
    2 Foundation provides college scholarships to graduates of the three high schools located in Jackson County Edna Ganado and Industrial Proceeds direct to colleg 0
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,423,853
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    31,918
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    31,918
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,391,935
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,391,935
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    1,391,935
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 1,391,935
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 1,290,338
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 1,333,621
    a Applied to 2012, but not more than line 2a 1,290,338
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2013 distributable amount..... 43,283
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2013.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		1,348,652
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    None
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    None
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    John Shutt
    602 N Wells
    Edna,TX77957
    (361) 782-5737
    bThe form in which applications should be submitted and information and materials they should include:
    Grant application with budget identifying specific request.
    cAny submission deadlines:
    None
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Generally for capital improvements, rolling stock and other non-operating expenses.
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    John Shutt
    602 N Wells
    Edna,TX77957
    (361) 782-5737
    bThe form in which applications should be submitted and information and materials they should include:
    Applications made available to high School Counselors by April 1 of each year for three high schools in Jackson County.
    cAny submission deadlines:
    May 1
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Students must attend a Texas College, University or trade school and maintain an overall 2.75 GPA and minimum 24 hours in calendar year.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Megan Alex
    507 PR 3065
    Edna,TX77957     		Student   Victoria College Scholarship 1,500
    Brayden Andel
    1204 CR 259
    Ganado,TX77962     		Student   Texas A&M Kingsville Scholarship 1,000
    Caroline Arellano
    310 W Cypress
    Edna,TX77957     		Student   Sam Houston State University Scholarship 500
    Clinton Bacak
    106 Mary Rose
    Ganado,TX77962     		Student   Wharton County Junior College Scholarship 750
    Courtney Bauman
    702 CR 125
    Edna,TX77957     		Student   Texas State University Scholarship 500
    Brittany Berger
    948 Rodeo Road
    Inez,TX77968     		Student   Texas A&M Corpus Christi Scholarship 1,000
    Shelby Blue
    P O Box 174034
    Arlington,TX76003     		Student   Baylor University Scholarship 4,500
    Julie Brook-Venglar
    P O Box 9
    Vanderbilt,TX77991     		Student   Victoria College Scholarship 750
    Ashley Bridges
    P O Box 1253
    Ganado,TX77962     		Student   Texas A&M University Scholarship 1,000
    Ashton Brogger
    P O Box 313
    Vanderbilt,TX77991     		Student   Sam Houston State University Scholarship 1,000
    Whitney Brown
    264 CR 131
    Edna,TX77957     		Student   Victoria College Scholarship 1,500
    Dara Burgin
    P O Box 111
    Vanderbilt,TX77991     		Student   Texas Tech University Scholarship 2,000
    Jesus Chavarria
    265 CR 458
    La Ward,TX77970     		Student   Texas State University Scholarship 1,000
    Stacy Darilek
    1986 CR 414
    Ganado,TX77962     		Student   Victoria College Scholarship 1,500
    Taylor Darilek
    2266 CR 414
    Ganado,TX77962     		Student   University of Incarnate Word Scholarship 2,500
    Kimberly Dean
    411 Progress
    Edna,TX77957     		Student   Stephen F Austin University Scholarship 4,000
    Logan Debord
    4826 Old Highway Road
    Inez,TX77968     		Student   University of Texas Scholarship 4,000
    Brent Dierlam
    3092 FM 1822
    Edna,TX77957     		Student   Victoria College Scholarship 750
    Kendall Doyle
    325 CR 306
    Edna,TX77957     		Student   Victoria College Scholarship 1,500
    Hannah Dvorak
    P O Box 344
    Lolita,TX77971     		Student   Victoria College Scholarship 1,500
    Kimberly Ellis
    1005 Bougainvillea Street
    College Station,TX77845     		Student   Blinn College Scholarship 2,250
    Alan Fellers
    P O Box 152
    Vanderbilt,TX77991     		Student   University of Texas Scholarship 3,000
    Hope Figerova
    700 West Elm 6
    Edna,TX77957     		Student   Victoria College Scholarship 500
    Jackie Folmar
    P O Box 634
    Edna,TX77957     		Student   University of Houston Victoria Scholarship 2,250
    Julia Foltyn
    5116 FM 1683
    Ganado,TX77962     		Student   Texas State University Scholarship 4,000
    Christian Fowler
    324 Ocelot Drive
    Inez,TX77968     		Student   Texas A&M University Scholarship 3,500
    David Franz
    376 Jentry Road
    Inez,TX77968     		Student   Victoria College Scholarship 1,250
    Hannah Gabrysch
    76 CR 312 West
    Edna,TX77957     		Student   Victoria College Scholarship 750
    Reagan Gabrysch
    2474 CR 324
    Edna,TX77957     		Student   Victoria College Scholarship 750
    Georgi Garza
    P O Box 153
    Ganado,TX77962     		Student   University of Texas Scholarship 2,000
    Megan Gaspard
    4301 Old Highway Road
    Inez,TX77968     		Student   Victoria College Scholarship 750
    Chelsey Gates
    P O Box 177
    Edna,TX77957     		Student   Lamar University Scholarship 3,000
    Hannah Gerdes
    1643 CR 303
    Edna,TX77957     		Student   Victoria College Scholarship 750
    Kevin Gibbs
    1109 South Pleasant Valley Road
    Austin,TX78741     		Student   University of Texas Scholarship 2,000
    Autumn Grahmann
    P O Box 852
    Edna,TX77957     		Student   University of Texas San Antonio Scholarship 1,000
    Kennedy Gresham
    588 CR 238
    Ganado,TX77962     		Student   Victoria College Scholarship 750
    Celia Grymes
    552 Ocelot Drive
    Inez,TX77968     		Student   Texas A&M University Scholarship 1,000
    Kendall Hajovsky
    510 West Church Street
    Edna,TX77957     		Student   Texas A&M University Corpus Christi Scholarship 3,500
    Kathryn Hamilton
    206 West Gayle
    Edna,TX77957     		Student   University of Mary-Hardin Baylor Scholarship 8,000
    John Hammack
    1313 Midway Road South
    Inez,TX77968     		Student   University of Texas Scholarship 1,000
    Marissa Hartfield
    1515 Kathy Street
    Victoria,TX77905     		Student   Victoria College Scholarship 1,250
    Michael Henry
    P O Box 25
    Vanderbilt,TX77991     		Student   Texas Tech University Scholarship 1,250
    Courtney High
    222 Maraggia Road
    Inez,TX77968     		Student   Stephen F Austin University Scholarship 2,500
    William Hill
    1695 Reynolds Road
    Beaumont,TX77707     		Student   Lamar University Scholarship 2,500
    Cole Hirschhauser
    1975 Aquarena Springs Drive
    San Marcos,TX78666     		Student   Texas State University Scholarship 3,000
    Derrick Hlavaty
    Box 812
    Ganado,TX77962     		Student   Victoria College Scholarship 1,500
    Lauren Hlavaty
    P O Box 1076
    Ganado,TX77962     		Student   Texas A&M University Scholarship 2,500
    Cale Hollas
    108 West Gayle Street
    Edna,TX77957     		Student   Texas A&M University Corpus Christi Scholarship 1,000
    Patrick Horton
    P O Box 1133
    Edna,TX77957     		Student   Victoria College Scholarship 750
    Keith Jahn
    10878 FM 822
    Edna,TX77957     		Student   Sam Houston State University Scholarship 4,500
    April Jungbauer
    2522 Tipton Road
    Inez,TX77968     		Student   Baylor University Scholarship 3,000
    Hunter Keszler
    P O Box 924
    Ganado,TX77962     		Student   University of Mary-Hardin Baylor Scholarship 3,000
    Quintin Kirk
    1014 Virginia
    Edna,TX77957     		Student   University of Texas Scholarship 1,000
    Rachel Klasel
    P O Box 144
    Lolita,TX77971     		Student   Texas State University Scholarship 2,000
    Savannah Koehl
    2025 Benbow Road
    Inez,TX77968     		Student   Sam Houston State University Scholarship 2,500
    Ashley Koop
    505 Sam Houston Ave 611
    Huntsville,TX77340     		Student   Sam Houston State University Scholarhsip 4,000
    Nicole Koop
    505 CR 312
    Edna,TX77957     		Student   Sam Houston State University Scholarship 3,500
    Allison Kotlar
    818 CR 304
    Edna,TX77957     		Student   University of Dallas Scholarship 2,500
    Lorrin Kuntz
    2104 College Drive
    Victoria,TX77901     		Student   Texas A&M University Scholarship 3,000
    Brianna Ledwik
    2728 CR 440
    Lolita,TX77971     		Student   Texas A&M University Corpus Christi Scholarship 1,000
    MaKayla Lenamon
    8798 FM 3131
    Lolita,TX77971     		Student   Wharton County Junior College Scholarship 1,250
    Kinsey Lewis
    222 Richter Road
    Inez,TX77968     		Student   Sam Houston State University Scholarship 2,500
    Madeline Lewis
    353 Bent Oaks Drive
    Inez,TX77968     		Student   University of Texas San Antonio Scholarship 2,250
    Bethany Long
    P O Box 423
    Edna,TX77957     		Student   Victoria College Scholarship 750
    Reid Luedecke
    514 Suzanna
    Edna,TX77957     		Student   University of Texas Scholarship 3,000
    Elyse Mahaffey
    1406 CR 303
    Edna,TX77957     		Student   Texas A&M University Scholarship 3,500
    Will Malek
    56 CR 248C
    Ganado,TX77962     		Student   Hardin Simmons University Scholarship 2,500
    Willam Maraggia
    663 Rodeo Road
    Inez,TX77968     		Student   Texas A&M University Corpus Christi Scholarship 1,000
    Allie Marak
    1799 FM 234 South
    Edna,TX77957     		Student   Victoria College Scholarship 1,500
    Jerod McCarrel
    112 East Brackenridge
    Edna,TX77957     		Student   University of Texas Scholarship 1,000
    Haley Meadows
    1079 Dodd Road
    Inez,TX77968     		Student   University of Texas Scholarship 4,500
    Kimberly Morris
    708 Richter Road
    Inez,TX77968     		Student   Texas A&M University Corpus Christi Scholarship 1,000
    Sonya Muniz
    P O Box 204
    Lolita,TX77971     		Student   St Edwards University Scholarship 5,000
    Rhett Musser
    398 FM
    Bryan,TX77805     		Student   Blinn College Scholarship 750
    Colton Nagel
    179 Bent Oaks Drive
    Inez,TX77968     		Student   Blinn College Scholarship 750
    Lori Nidey
    503 Laura Street
    Edna,TX77957     		Student   Texas State University Scholarship 3,000
    Maci Novian
    P O Box 883
    Edna,TX77957     		Student   Victoria College Scholarship 1,500
    Ross Novian
    P O Box 883
    Edna,TX77957     		Student   Victoria College Scholarship 750
    Whitney Orsak
    901 Gilbert
    Edna,TX77957     		Student   Texas A&M University Corpus Christi Scholarship 3,000
    Haley Orsak
    901 Gilbert
    Edna,TX77957     		Student   University of Texas Scholarship 1,000
    Dana Overstreet
    707 South Gilbert Road
    Edna,TX77957     		Student   Texas A&M Kingsville Scholarship 1,500
    Shayna Palacios
    401 Ed Linn
    Edna,TX77957     		Student   Baylor University Scholarship 1,000
    Holly Pavlicek
    219 Lansdown
    Victoria,TX77904     		Student   Texas State University Scholarship 1,000
    Jack Perry
    1421 Jentry Road
    Inez,TX77968     		Student   Blinn College Scholarship 750
    Logan Petrash
    P O Box 495
    Ganado,TX77962     		Student   Blinn College Scholarship 1,500
    LeAnn Reyes
    304 Hoover Street
    Edna,TX77957     		Student   University of Incarnate Word Scholarship 2,500
    Lane Rhodes
    P O Box 67
    Corsicana,TX75151     		Student   Howard Payne University Scholarship 4,000
    Robyn Richter
    P O Box 446
    Inez,TX77968     		Student   Texas State University Scholarship 3,500
    Courtney Sackett
    989 Garcitas Creek Road
    Inez,TX77968     		Student   Texas A&M University Scholarship 1,000
    Ray Salazar
    P O Box 446
    Ganado,TX77962     		Student   Victoria College Scholarship 750
    Jacob Schmidt
    3691 Menger
    San Antonio,TX78259     		Student   University of Texas San Antonio Scholarship 3,500
    Jasmine Simicek
    1909 Hamman Road 408
    Bay City,TX77414     		Student   University of Houston Clear Lake Scholarship 3,500
    Nicholas Skoruppa
    30 CR 249
    Ganado,TX77962     		Student   Victoria College Scholarship 750
    Ethan Smith
    56 CR 429
    Lolita,TX77971     		Student   University of Houston Scholarship 1,000
    Abby Stanley
    405 Elm Drive
    Ganado,TX77962     		Student   Texas State University Scholarship 3,000
    Caren Symonds
    P O Box 455
    Lolita,TX77971     		Student   Victoria College Scholarship 1,500
    Ashley Taylor
    P O Box 591
    Ganado,TX77962     		Student   Sam Houston State University Scholarship 3,500
    Megan Taylor
    P O Box 591
    Ganado,TX77962     		Student   Wharton County Junior College Scholarship 1,250
    Pierce Thedford
    P O Box 261
    Ganado,TX77962     		Student   University of Mary-Hardin Baylor Scholarship 6,000
    Taylor Thedford
    P O Box 261
    Ganado,TX77962     		Student   University of Mary-Hardin Baylor Scholarship 3,000
    Haylea Tompkins
    749 Live Oak Drive
    Inez,TX77968     		Student   Victoria College Scholarship 1,250
    Jenny Tseng
    1905 Nueces Street Apt 328
    Austin,TX78705     		Student   University of Texas Scholarship 5,000
    McKenzie Turk
    253 Live Oak
    Inez,TX77968     		Student   Texas A&M University Scholarship 2,250
    Clayton Vesley
    P O Box 156
    Ganado,TX77962     		Student   Victoria College Scholarship 750
    Aynglee Vorajakkmol
    052 US Highway 59 North
    Ganado,TX77962     		Student   Baylor University Scholarship 3,000
    Emma Weschler
    4617 CR 324
    Louise,TX77455     		Student   Texas A&M University Scholarship 1,000
    Alexis Williams
    608 West Division
    Edna,TX77957     		Student   Wharton County Junior College Scholarship 750
    Elyssa Wright
    409 West Division
    Edna,TX77957     		Student   Wharton County Junior College Scholarship 750
    Ashley Yaws
    P O Box 125
    Edna,TX77957     		Student   University of Houston Victoria Scholarship 1,500
    Morgan Yendrey
    151 CR 131
    Edna,TX77957     		Student   Texas A&M University Corpus Christi Scholarship 2,000
    Chazidi Zambrano
    P O Box 52
    Lolita,TX77971     		Student   Texas State University Scholarship 1,000
    Jenna Andel
    570 CR 107
    Edna,TX77957     		Student   University of Texas San Antonio Scholarship 1,500
    Lindy Autry
    154 Oak Run
    College Station,TX77845     		Student   Blinn College Scholarship 750
    Katelynn Bell
    302 Jentry Road
    Inez,TX77968     		Student   Victoria Beauty College Scholarship 1,500
    Ryan Blue
    P O Box 174034
    Arlington,TX76003     		Student   Baylor University Scholarship 2,000
    Tate Darilek
    2266 CR 414
    Ganado,TX77962     		Student   Victoria College Scholarship 750
    Gabriella Delgado
    1005 South Third Street
    Ganado,TX77962     		Student   Paul Mitchell The School Scholarship 500
    John Espinosa
    P O Box 862
    Edna,TX77957     		Student   University of Houston Scholarship 1,000
    Stephanie Gabrysch
    2008 CR 324
    Edna,TX77957     		Student   Texas A&M University Scholarship 1,500
    Courtney Gabrysch
    2008 CR 324
    Edna,TX77957     		Student   Texas A&M University Scholarship 1,500
    Lucas Gaspard
    4301 Old Highway Road
    Inez,TX77968     		Student   Texas State University Scholarship 2,000
    Rebecca Hamilton
    206 West Gayle
    Edna,TX77957     		Student   Texas A&M University Scholarship 2,000
    Ross Orsak
    901 Gilbert Road
    Edna,TX77957     		Student   University of Texas Scholarship 1,500
    Laurie Pearson
    11343 FM 234 North
    Edna,TX77957     		Student   University of Texas San Antonio Scholarship 2,000
    Kristi Repka
    P O Box 431
    Inez,TX77968     		Student   University of Houston Victoria Scholarship 2,000
    Blake Repka
    P O Box 431
    Inez,TX77968     		Student   Victoria College Scholarship 750
    Olivia Rodriguez
    413 West Main
    Edna,TX77957     		Student   Victoria College Scholarship 750
    Ross Rosalez
    1011 Wonder World Drive 401
    San Marcos,TX78666     		Student   Texas State University Scholarship 1,500
    Angela Castillo
    1928 Loop 522
    Ganado,TX77962     		Student   Wharton County Junior College Scholarship 500
    Brandi Ortolon
    1134 CR 405
    Edna,TX77957     		Student   Texas A&M University Kingsville Scholarship 1,000
    Luke Samora
    602 Brodie Apt 4
    Edna,TX77957     		Student   Wharton County Junior College Scholarship 500
    Leah Staff
    P O Box 227
    Ganado,TX77962     		Student   Victoria College Scholarship 750
    Happy Tails Animal Shelter
    P O Box 1305
    Edna,TX77957     		None   Kennel Expansion 42,000
    International Baptist Ministries
    P O Box 10805
    College Station,TX77842     		None   General Fund Donation 5,000
    Golden Crescent CASA
    P O Box 1627
    Victoria,TX77902     		None   RecruitmentTraining Volunteers 15,000
    First Baptist Church
    309 Cottonwood Street
    Edna,TX77957     		None   Bldg Note Service Mexico Mission other Assets Ac 265,600
    Antiock Community Church
    P O Box 25248
    Tempe,AZ85285     		None   Staff Mission Trip 17,500
    Jackson County Fair Association
    P O Box 457
    Edna,TX77957     		None   Holding Pens 12,000
    OneMaker
    P O Box 2140
    McComb,MS39649     		None   Foreign Missions Outreach in India 4,645
    San Marcos Baptist Academy
    2801 Ranch Road 12
    San Marcos,TX78666     		None   Capital Improvements 259,000
    South Texas Childrens Home
    P O Box 1210
    Beeville,TX78104     		None   Capital Improvements 255,000
    South Asia Native Mission Associat
    5840 West I-20 Suite 140
    Arlington,TX76017     		None   Capital Improvements Paper for printing Bibles 106,561
    Texas Baptist Encampment
    P O Box 1265
    Palacios,TX77465     		None   Capital Improvement 30,000
    City of Edna
    126 West Main
    Edna,TX77957     		None   Ambulance Chassis 28,700
    Helping Hands of Jackson County
    324 East Main
    Edna,TX77957     		None   General Fund Donation 10,000
    KSBJ Radio
    1722 Treble Drive
    Humble,TX77338     		None   General Fund Donation 5,000
    Wendell Shrock
    628 E Kearny
    Springfield,MO65803     		None   Baptist Bible College Scholarship 4,000
    Wendell Shrock
    628 E Kearny
    Springfield,MO65803     		None   Southwestern Theological Seminary Scholarship 3,000
    Total .................................bullet 3a 1,314,506
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....         681,396
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....         222,228
    8
    Gain or (loss) from sales of assets other than inventory .............     		        844,808
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..     1,748,432
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,748,432
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 CompensationExplanation
    Name:
    VELMA LEE & JOHN HARVEY ROBINSON CHARITABLE FOUNDA
    EIN: 74-2300129
    Person Name Explanation
    M H BROCK DIRECTOR'S FEES
    JOHN J SHUTT DIRECTOR'S FEES, MONTHLY ACCOUNTING, CHECK DISBURSEMENT, FINANCIAL STATEMENT PREPARATION AND 990PF RETURN PREPARATION.
    MARY H THEDFORD DIRECTOR'S FEES.
    BOBBY BELL DIRECTOR'S FEES.
    HENRY C WHITLEY DIRECTOR'S FEES.
    JAN MCCLANAHAN DIRECTOR'S FEES.
    TRAVIS R PHILLIPS DIRECTOR'S FEES.

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2013 DepreciationSchedule
    Name:
    VELMA LEE & JOHN HARVEY ROBINSON CHARITABLE FOUNDA
    EIN: 74-2300129
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    OFFICE EQUIPMENT 2008-07-15 2,941 2,941 SL 5 0 0 0  
    DELL LAPTOP COMPUTER 2011-12-15 1,171 715 SL 3 390 390 0  
    HP PRINTER 2013-10-08 500 0 SL 3 83 83 0  

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    VELMA LEE & JOHN HARVEY ROBINSON CHARITABLE FOUNDA
    EIN: 74-2300129
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Prosperity held Corporate Bond 1,051,712 891,039
    Prosperity held Mutual Bond 1,792,372 1,971,206
    Ameritrade Mutual Bond Funds 468,767 479,640

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    VELMA LEE & JOHN HARVEY ROBINSON CHARITABLE FOUNDA
    EIN: 74-2300129
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Ameritrade Common Stocks 6,960,790 8,321,037
    Prosperity Common Stock 8,155,158 11,873,566
    FVNB Mutual Fund Equities 0 0
    Prosperity Mutual Fund Equitie 358,629 367,733

    TY 2013 LandEtcSchedule2
    Name:
    VELMA LEE & JOHN HARVEY ROBINSON CHARITABLE FOUNDA
    EIN: 74-2300129
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Office Equipment 4,613 4,129 484 484


    TY 2013 OtherAssetsSchedule
    Name:
    VELMA LEE & JOHN HARVEY ROBINSON CHARITABLE FOUNDA
    EIN: 74-2300129
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Mineral Reserves - Alta Mesa 47,790 47,790 47,790
    Mineral Reserves - Zachary 1,020,480 1,020,480 1,020,480
    Accumulated Depletion -452,045 -480,571 -480,571


    TY 2013 OtherDecreasesSchedule
    Name:
    VELMA LEE & JOHN HARVEY ROBINSON CHARITABLE FOUNDA
    EIN: 74-2300129
    Description Amount
    Decrease Mark-to-Market on Options 3,975


    TY 2013 OtherExpensesSchedule
    Name:
    VELMA LEE & JOHN HARVEY ROBINSON CHARITABLE FOUNDA
    EIN: 74-2300129
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Continuing Education 0 0 0 0
    Director and Officer Lia Ins 2,250 2,250 0 0
    Depletion Percentage 28,526 0 28,526 0
    Dues to Asso of Small Foundat 2,225 2,225 0 0
    Freight and Postage 65 65 0 0
    Repairs to Computer 0 0 0 0
    Office Supplies 1,545 1,545 0 0
    Telephone 607 607 0 0


    TY 2013 OtherIncomeSchedule2
    Name:
    VELMA LEE & JOHN HARVEY ROBINSON CHARITABLE FOUNDA
    EIN: 74-2300129
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Oil Lease Rent 100 100 0
    Royalty 190,177 190,177 0
    Other Investment Income 31,951 31,951 0
    Basis Adjustment by Ameritrade 0 0 0
    Restated Div on KYE -2,481 -2,481 -2,481


    TY 2013 OtherLiabilitiesSchedule
    Name:
    VELMA LEE & JOHN HARVEY ROBINSON CHARITABLE FOUNDA
    EIN: 74-2300129
    Description Beginning of Year - Book Value End of Year - Book Value
    Ameritrade Options 36,432 13,871


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    VELMA LEE & JOHN HARVEY ROBINSON CHARITABLE FOUNDA
    EIN: 74-2300129
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Advisory Fees 58,892 58,892 0 0
    Auditor Fee 8,250 8,250 0 0


    TY 2013 TaxesSchedule
    Name:
    VELMA LEE & JOHN HARVEY ROBINSON CHARITABLE FOUNDA
    EIN: 74-2300129
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Payroll Tax 3,742 3,060 0 682
    Property Tax on Minerals 3,696 3,696 0 0
    Severance Taxes on Minerals 13,605 13,605 0 0
    Foreign Withhold on Dividends 8,347 8,347 0 0
    Excise Tax 31,928 0 31,928 0