-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
THE CRAIN FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
POST OFFICE BOX 2146
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LONGVIEW
,
TX
75606
A Employer identification number
75-2698267
B
Telephone number (see instructions)
(903) 758-8276
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
43,328,182
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
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)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
17,472
17,472
4
Dividends and interest from securities
...
791,454
791,454
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
854,567
b
Gross sales price for all assets on line 6a
16,672,141
7
Capital gain net income (from Part IV, line 2)
...
860,299
8
Net short-term capital gain
.........
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)
.......
529,555
317,785
12
Total.
Add lines 1 through 11
........
2,193,048
1,987,010
13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
5,400
5,400
c
Other professional fees (attach schedule)
....
84,761
84,761
17
Interest
...............
3,089
3,089
18
Taxes (attach schedule) (see instructions)
...
22,706
22,706
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
303,075
302,562
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
419,031
418,518
0
25
Contributions, gifts, grants paid
.......
1,932,624
1,932,624
26
Total expenses and disbursements.
Add lines 24 and 25
2,351,655
418,518
1,932,624
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-158,607
b
Net investment income
(if negative, enter -0-)
1,568,492
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
1,651,261
1,541,910
1,541,910
3
Accounts receivable
27,689
Less: allowance for doubtful accounts
3,809
27,689
27,689
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10,150
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
14,829,426
12,126,108
19,749,717
c
Investments—corporate bonds (attach schedule)
.......
9,424,878
11,934,242
12,296,508
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
6,748,930
6,869,748
9,712,358
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
32,668,454
32,499,697
43,328,182
17
Accounts payable and accrued expenses
..........
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
)
23
Total liabilities
(add lines 17 through 22)
.........
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
32,668,454
32,499,697
29
Total net assets or fund balances
(see instructions)
.....
32,668,454
32,499,697
30
Total liabilities and net assets/fund balances
(see instructions)
.
32,668,454
32,499,697
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 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
32,668,454
2
Enter amount from Part I, line 27a
.....................
2
-158,607
3
Other increases not included in line 2 (itemize)
3
4
Add lines 1, 2, and 3
..........................
4
32,509,847
5
Decreases not included in line 2 (itemize)
5
10,150
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
32,499,697
Form
990-PF
(2019)
Form 990-PF (2019)
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
LOBATCO ST COVERED
P
2019-01-01
2019-12-31
b
LOBATCO LT COVERED
P
2018-01-01
2019-12-31
c
16424.51 VANG TOTAL STK MKT INDEX INST
P
2018-01-01
2019-12-17
d
TB&T CAPITAL GAIN DISTRIBUTION
P
2001-01-01
2019-12-31
e
WELLS FARGO CAPITAL GAIN DISTRUBTION
P
2001-01-01
2019-12-31
PARTNERSHIP LT CAP GAIN
P
2001-01-01
2019-12-31
PARTNERSHIP ST CAPITAL GAIN
P
2019-01-01
2019-12-31
PSHIP 1256 ST PORTION
P
2019-01-01
2019-12-31
PSHIP 1256 LT PORTION
P
2001-01-01
2019-12-31
(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
9,925,575
9,907,788
17,787
b
5,295,633
5,388,640
-93,007
c
1,300,000
513,356
786,644
d
7,566
7,566
e
614
614
138,321
138,321
4,432
4,432
823
-823
1,235
-1,235
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
17,787
b
-93,007
c
786,644
d
7,566
e
614
138,321
4,432
-823
-1,235
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
860,299
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
...................
3
21,396
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?
Yes
No
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 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))
2018
2,315,801
41,888,887
0.05528
2017
1,960,195
41,614,316
0.04710
2016
1,981,274
39,383,159
0.05031
2015
1,942,219
40,359,235
0.04812
2014
1,984,802
39,545,507
0.05019
2
Total
of line 1, column (d)
.....................
2
0.251009
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.050202
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
41,655,915
5
Multiply line 4 by line 3
......................
5
2,091,210
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
15,685
7
Add lines 5 and 6
........................
7
2,106,895
8
Enter qualifying distributions from Part XII, line 4
,.............
8
1,932,624
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
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
31,370
here
and 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
3
Add lines 1 and 2
...........................
3
31,370
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
31,370
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
20,000
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
20,000
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
61
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
11,431
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
Refunded
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 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.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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
Yes
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
Yes
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
Yes
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)
TX
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 2019 or the taxable year beginning in 2019? See the 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
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
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 address
N/A
14
The books are in care of
TERRI DOWNING
Telephone no.
(903) 758-8276
Located at
222 E TYLER
LONGVIEW
TX
ZIP+4
75601
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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 instructions
........
1b
No
Organizations relying on a current notice regarding disaster assistance check here
........
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 2019?
.............
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
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
STACI REYNOLDS
Controller
1.00
0
222 E TYLER STREET
LONGVIEW
,
TX
75601
ROGERS L CRAIN
PRES/SEC/DIR
1.00
0
712 MAIN STREET SUITE 3400
HOUSTON
,
TX
77002
B WALTER CRAIN III
VP/DIRECTOR
1.00
0
712 MAIN STREET SUITE 3400
HOUSTON
,
TX
77002
ANN LACY CRAIN II
VP/DIRECTOR
1.00
0
712 MAIN STREET SUITE 3400
HOUSTON
,
TX
77002
DARREN GROCE
VP
1.00
0
222 E TYLER STREET
LONGVIEW
,
TX
75601
TERRI DOWNING
VP/TREASURER
1.00
0
222 E TYLER STREET
LONGVIEW
,
TX
75601
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
...................
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
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
.............
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
2
3
4
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 instructions.
3
Total.
Add lines 1 through 3
.........................
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
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
31,028,396
b
Average of monthly cash balances
.......................
1b
1,581,903
c
Fair market value of all other assets (see instructions)
................
1c
9,679,970
d
Total
(add lines 1a, b, and c)
.........................
1d
42,290,269
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
3
Subtract line 2 from line 1d
.........................
3
42,290,269
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
634,354
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
41,655,915
6
Minimum investment return.
Enter 5% of line 5
..................
6
2,082,796
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
2,082,796
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
31,370
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
24,137
c
Add lines 2a and 2b
............................
2c
55,507
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
2,027,289
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
2,027,289
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
2,027,289
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
1,932,624
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
1,932,624
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
1,932,624
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
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
2,027,289
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
b
Total for prior years:
20
,
20
,
20
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
11,598
f
Total
of lines 3a through e
........
11,598
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
1,932,624
a
Applied to 2018, but not more than line 2a
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
1,932,624
e
Remaining amount distributed out of corpus
5
Excess distributions carryover applied to 2019.
11,598
11,598
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter 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 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
83,067
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
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 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2019
(b)
2018
(c)
2017
(d)
2016
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 foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
ANN LACY CRAIN
P O BOX 2146
LONGVIEW
,
TX
75606
(903) 758-8276
b
The form in which applications should be submitted and information and materials they should include:
EXPLANATION OF REQUESTING ORGANIZATION, PROPOSED AMOUNT AND USE, PROOF OF THEIR IRS EXEMPT STATUS (LETTER RULING) OR THAT THEY ARE A NON-PROFIT ORGANIZATION AND ARE EXEMPT FROM PAYING INCOME TAX.
c
Any submission deadlines:
APPLICATIONS ARE ACCEPTED AT ANY TIME
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE MADE ONLY TO TAX-EXEMPT ORGANIZATIONS QUALIFYING AS SEC. 501(C)(3) ORGANIZATIONS OR SIMILAR EXEMPTION.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
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)
a
Paid during the year
AMAZING PLACE
3735 DREXEL
HOUSTON
,
TX
77027
NONE
PUBLIC
GENERAL CONTRIBUTION
1,500
ARTSVIEW CHILDREN'S THEATRE
313 W TYLER ST
LONGVIEW
,
TX
75601
NONE
PUBLIC
FOR CHILDREN'S THEATER
2,000
BAYLOR COLLEGE OF MEDICINE
ONE BAYLOR PLAZA MSBCM 160
HOUSTON
,
TX
77030
NONE
PUBLIC
MEDICAL RESEARCH
10,000
BOY SCOUTS OF AMERICA
1331 E FIFTH STREET
TYLER
,
TX
75701
NONE
PUBLIC
CHILD ENRICHMENT
2,000
BUFFALO BAYOU PARTNERSHIP
1113 VINE STREET SUITE 200
HOUSTON
,
TX
77002
NONE
PUBLIC
DEVELOPMENT OF BUFFALO BAYOU WATERFRONT
8,000
CASA DE ESPERANZA DE LOS NINOS
PO BOX 66581
HOUSTON
,
TX
77266
NONE
PUBLIC
ON BEHALF OF ROGERS AND KELTY CRAIN
1,500
COLGATE UNIVERSITY
13 OAK DRIVE
HAMILTON
,
NY
13346
NONE
PUBLIC
FUNDING OF PRIVATE UNIVERSITY
20,000
EAST TEXAS ANGEL NETWORK
PO BOX 9544
LONGVIEW
,
TX
75604
NONE
PUBLIC
ENHANCING LIVES OF CRITICALLY ILL CHILDREN
1,500
EAST TEXAS CHILD ADVOCATES
PO BOX 3839
LONGVIEW
,
TX
75606
NONE
PUBLIC
SUPPORT FOR FOSTER CARE CHILDREN
500
EAST TEXAS LITERACY COUNCIL
PO BOX 311
LONGVIEW
,
TX
75606
NONE
PUBLIC
PROMOTE READING FOR CHILDREN
2,000
EPISCOPAL HIGH SCHOOL
PO BOX 271299
HOUSTON
,
TX
77277
NONE
PUBLIC
PRIVATE RELIGIOUS HIGH SCHOOL
366,000
EXPECTANT HEART PREGNANCY CENTER
PO BOX 1084
LONGVIEW
,
TX
75606
NONE
PUBLIC
PREGNANCY CARE CENTER
500
FIRST PRESBYTERIAN CHURCH
301 N CENTER STREET
LONGVIEW
,
TX
75601
NONE
PUBLIC
RELIGIOUS ORGANIZATION
40,000
GLADEWATER VOLUNTEER FIRE DEPARTMEN
511 S TYLER RD
GLADEWATER
,
TX
75647
NONE
PUBLIC
PUBLIC SAFETY
250
CHRISTUS GOOD SHEPHERD FOUNDATION
700 E MARSHALL AVE
LONGVIEW
,
TX
75601
NONE
PUBLIC
FOUNDATION FOR COMMUNITY HEALTH CLINIC
12,500
GREATER LONGVIEW UNITED WAY
PO BOX 411
LONGVIEW
,
TX
75606
NONE
PUBLIC
VARIOUS COMMUNITY SERVICES
1,000
GREGG CO HISTORICAL FOUNDATION
PO BOX 3342
LONGVIEW
,
TX
75606
NONE
PUBLIC
GENERAL CONTRIBUTION
13,250
HARLETON VOLUNTEER FIRE DEPARTMENT
PO BOX 323
HARLETON
,
TX
75651
NONE
PUBLIC
PUBLIC SAFETY
250
HAVERTYS SALVATION ARMY ANGEL TREE
313 TEALWOODO
LONGVIEW
,
TX
75605
NONE
PUBLIC
CHRISTMAS GIFTS FOR CHILDREN
2,000
HOUSTON SPCA
900 PORTWAY DR
HOUSTON
,
TX
77024
NONE
PUBLIC
FOR SAFETY OF ANIMALS
6,000
JUDSON-METRO VOLUNTEER FIRE DEPARTM
PO BOX 429
JUDSON
,
TX
75660
NONE
PUBLIC
PUBLIC SAFETY
250
JUNIOR LEAGUE OF HOUSTON
DEPT 304 PO BOX 4346
HOUSTON
,
TX
77210
NONE
PUBLIC
DEVELOPING THE POTENTIAL FOR WOMEN
5,000
KENYON COLLEGE
DUFF STREET
GAMBIER
,
OH
43022
NONE
PUBLIC
PRIVATE LIBERAL ARTS COLLEGE
15,000
KIDLINKS FOUNDATION
5485 BELT LINE RD STE 200
DALLAS
,
TX
75254
NONE
PUBLIC
CHILD HEALTH & HEALING THROUGH MUSIC
500
LONGVIEW COMMUNITY MINISTRIES
PO BOX 1023
LONGVIEW
,
TX
75606
NONE
PUBLIC
RELIGIOUS ORGANIZATION
12,500
LONGVIEW SYMPHONY LEAGUE
PO BOX 1825
LONGVIEW
,
TX
75606
NONE
PUBLIC
PROMOTION OF CLASSICAL MUSIC
20,250
LONGVIEW WORLD OF WONDERS
112 E TYLER AVE
LONGVIEW
,
TX
75601
NONE
PUBLIC
GENERAL - FOR YOUTH EDUCATION
27,000
MD ANDERSON
PO BOX 4464
HOUSTON
,
TX
77210
NONE
PUBLIC
FOR CANCER RESEARCH
10,000
NEUHAUS EDUCATION CENTER
4433 BISSONNET
BELLAIRE
,
TX
77401
NONE
PUBLIC
PROMOTING YOUTH READING SUCCESS
35,000
NEWGATE MISSION
PO BOX 3891
LONGVIEW
,
TX
75606
NONE
PUBLIC
FOR SOCIAL WORK SERVICES TO JOBLESS
2,550
PANOLA COLLEGE FOUNDATION
1109 W PANOLA
CARTHAGE
,
TX
75633
NONE
PUBLIC
GENERAL CONTRIBUTION
25,000
PRESBYTERIAN CAMPS AT GILMONT
6075 STATE HWY 155N
GILMER
,
TX
75644
NONE
PC
GENERAL SUPPORT
5,000
RIVER OAKS BAPTIST SCHOOL
2300 WILLOWICK
HOUSTON
,
TX
77027
NONE
PUBLIC
FOR CHRISTIAN EDUCATION
31,000
SABINE VOLUNTEER FIRE DEPARTMENT
6144 GATEWAY CIRCLE
KILGORE
,
TX
75662
NONE
PUBLIC
FOR PUBLIC SAFETY
250
SALVATION ARMY OF HOUSTON THE
1500 AUSTIN STREET
HOUSTON
,
TX
77002
NONE
PUBLIC
GENERAL CONTRIBUTION
1,000
SOUTHERN METHODIST UNIVERSITY
PO BOX 750100
DALLAS
,
TX
75275
NONE
PUBLIC
PRIVATE UNIVERSITY
21,000
ST JOHN DIVINE EPISCOPAL CHURCH
2450 RIVER OAKS BLVD
HOUSTON
,
TX
77019
NONE
PUBLIC
FOR CHRISTIAN MINISTRY
25,000
ST JOHN'S SCHOOL
2401 CLAREMONT LANE
HOUSTON
,
TX
77019
NONE
PUBLIC
FOR CHRISTIAN EDUCATION
36,000
ST JUDE CHILDREN'S RESEARCH HOSPITA
501 ST JUDE PLACE
MEMPHIS
,
TN
38105
NONE
PUBLIC
MATCHING CONTRIBUTION
800
TANGLEWOOD FOUNDATION
5757 WOODWAY STE 160
HOUSON
,
TX
77057
NONE
PUBLIC
NEIGHBORHOOD BEAUTIFICATION
1,000
TEXAS SHAKESPEARE FESTIVAL
PO BOX 2788
KILGORE
,
TX
75633
NONE
PUBLIC
FOR HISTORICAL THEATRE PRODUCTION
10,250
TEXAS SPECIAL CHILDRENS PROJECTS
513 N FREDONIA ST
LONGVIEW
,
TX
75601
NONE
PUBLIC
FOR CHILDREN'S PROGRAMS
200
THETA CHARITY ANTIQUES SHOW
4212 SAN FELIPE PMB 345
HOUSTON
,
TX
77027
NONE
PUBLIC
FOR FUNDRAISING FOR MEDICAL RESEARCH, EDUCATION, AND ART
5,000
TIRR FOUNDATION
4605 POST OAK PLACE SUITE 222
HOUSTON
,
TX
77027
NONE
PUBLIC
FOR THE ADVANCEMENT OF MEDICAL TECHNOLOGY
20,000
TRINITY PAWLING SCHOOL
700 ROUTE 22
PAWLING
,
NY
12564
NONE
PUBLIC
FOR BOYS BOARDING SCHOOL
1,000
TRINITY SCHOOL OF TEXAS THE
215 TEAGUE ST
LONGVIEW
,
TX
75601
NONE
PUBLIC
FOR THE SPRING GALA
19,500
UNITED FUND OF KILGORE
PO BOX 1832
KILGORE
,
TX
75663
NONE
PUBLIC
FOR HEALTH AND HUMAN SERVICES
500
UNIVERSITY OF TEXAS
727 EAST DEAN KEETON ST
AUSTIN
,
TX
78705
NONE
PUBLIC
TO FURTHER EDUCATION
60,000
UNIVERSITY OF THE SOUTH SEWANEE
735 UNIVERSITY AVENUE
SEWANEE
,
TN
37383
NONE
PUBLIC
FOR GENERAL EDUCATION
20,000
WASHINGTON LEE UNIVERSITY
204 W WASHINGTON ST DVLPMNT BLDG
LEXINGTON
,
VA
24450
NONE
PUBLIC
FOR HIGHER EDUCATION
95,000
WHITE OAK VOLUNTEER FIRE DEPARTMENT
PO BOX 336
WHITE OAK
,
TX
75693
NONE
PUBLIC
FOR PUBLIC SAFETY
350
WINDRIDGE THERAPEUTIC EQUESTRIAN CE
PO BOX 5932
LONGVIEW
,
TX
75608
NONE
PUBLIC
FOR EQUESTRIAN HEALTH
2,000
WINONA VOLUNTEER FIRE DEPARTMENT
1111 DALLAS STREET
WINONA
,
TX
75792
NONE
PUBLIC
FOR PUBLIC SAFETY
250
YELLOWSTONE ACADEMY
3000 TRULLEY ST
HOUSTON
,
TX
77004
NONE
PUBLIC
TO FURTHER EDUCATION FOR INNER CITY CHILDREN
2,000
ZOOLOGICAL SOCIETY OF HOUSTON
PO BOX 4759
HOUSTON
,
TX
77210
NONE
PUBLIC
TO PROMOTE WILDLIFE CONSERVATION AND EDUCATION
10,000
BO'S PLACE
10050 BUFFALO SPEEDWAY
HOUSTON
,
TX
77054
NONE
PUBLIC
GENERAL CONTRIBUTION
5,000
CAMP FOR ALL FOUNDATION
10500 NW FREEWAY STE 200
HOUSTON
,
TX
77092
NONE
PUBLIC
SPECIAL NEEDS SUMMER CAMP
50,000
DEPELCHIN CHILDREN'S CENTER
4950 MEMORIAL DRIVE
HOUSTON
,
TX
77007
NONE
PUBLIC
FOSTER CARE & ADOPTION AGENCY
5,000
GREAT TEXAS BALLOON RACE
410 N CENTER STREET
LONGVIEW
,
TX
75601
NONE
PUBLIC
COMPETITIVE BALOON RACE
5,000
HOUSTON APHASIA RECOVERY CENTER
3701 BRIARPARK DIVE STE 310
HOUSTON
,
TX
77042
NONE
PUBLIC
SUPPORTING INDIVIDUALS WITH APHASIA & CAREGIVERS
1,000
MENNONITE DISASTER SERVICE
583 AIRPORT ROAD
LITITZ
,
PA
17543
NONE
PUBLIC
FOR DISASTER RELIEF
500
MERCY MANOR
P O BOX 1019
WHITE OAK
,
TX
75693
NONE
PUBLIC
MATCHING CONTRIBUTION
250
MICKEY MELTON MEMORIAL GOLF TOURNAM
P O BOX 2146
LONGVIEW
,
TX
75606
NONE
PUBLIC
FAMILY & CHILD SERVICES
1,649
NATIONAL ARCHIVES TRUST FUND
700 PENNSYLVANIA AVENUE NW
WASHINGTON DC
,
DC
20408
NONE
PUBLIC
US NATIONAL RECORD KEEPER
5,000
THE PARISH SCHOOL
11001 HAMMERLY BLVD
HOUSTON
,
TX
77043
NONE
PUBLIC
CHILDREN SPECIAL NEEDS EDUCATION
1,000
PARTNERSHIP CONTRIBUTIONS
VARIOUS
VARIOUS
,
TX
75701
NONE
PUBLIC
GENERAL CONTRIBUTIONS
9
CRIME STOPPERS OF HOUSTON
3001 MAIN ST
HOUSTON
,
TX
77002
NONE
PUBLIC
LAW ENFORCEMENT
1,000
DORS COMMUNITY SERVICES
1125 JUDSON RD
LONGVIEW
,
TX
75601
NONE
PUBLIC
LEADERSHIP LONGVIEW PLATINUM SPONSOR
1,000
EAST TEXAS OIL MUSEUM
1100 BROADWAY BLVD
KILGORE
,
TX
75662
NONE
PUBLIC
HISTORICAL PRESERVATION
5,000
HOUSTON ARBORETUM NATURE CENTER
4501 WOODWAY DRIVE
HOUSTON
,
TX
77024
NONE
PUBLIC
39TH ANNUAL ALFRESCO GALA
10,000
TEXAS PARKS WILDLIFE - AUSTIN CHAPT
4200 SMITH SCHOOL ROAD
AUSTIN
,
TX
78744
NONE
PUBLIC
TO PROMOTE MANAGEMENT OF WILDLIFE
4,000
AMERICAN HEART ASSOCIATION
1125 JUDSON ROAD 150
LONGVIEW
,
TX
79601
NONE
PUBLIC
FIGHT AGAINST HEART DISEASE
2,500
GOOD SHEPHERD EPISCOPAL CHURCH
2525 OLD JACKSONVILLE HWY
TYLER
,
TX
75701
NONE
PUBLIC
RELIGIOUS ORGANIZATION
15,000
HIWAY 80 RESCUE MISSION
3117 W MARSHALL AVE
LONGVIEW
,
TX
75604
NONE
PUBLIC
SOCIAL SERVICES FOR HOMELESS
266
RHODES COLLEGE
2000 NORTH PARKWAY
MEMPHIS
,
TN
38112
NONE
PUBLIC
FOR LIBERAL ARTS EDUCATION SERVICES
225,000
LONGVIEW MUSEUM OF FINE ARTS
215 E TYLER STREET
LONGVIEW
,
TX
75601
NONE
PUBLIC
PROMOTION OF VISUAL ARTS
61,000
CAMP ALLEN
18800 FM 362
NAVASOTA
,
TX
77868
NONE
PUBLIC
FOR EDUCATION AND CHRISTIAN CAMP CENTER
5,000
LIFE HOUSTON
2002 S WAYSIDE SUITE 113
HOUSTON
,
TX
77023
NONE
PUBLIC
FOOD FOR BABIES & NUTRITION EDUCATION
1,000
LORD OF THE STREETS EPISCOPAL CHURC
3401 FANNIN ST
HOUSTON
,
TX
77004
NONE
PUBLIC
RELIGIOUS ORGANIZATION
1,000
BUCKNER INTERNATIONAL
700 N PEARL ST SUITE 1200
DALLAS
,
TX
75201
NONE
PUBLIC
GLOBAL MINISTRY IMPROVING LIVES
15,000
DIANA VOLUNTEER FIRE DEPARTMENT
10496 TX-154
DIANA
,
TX
75640
NONE
PUBLIC
PUBLIC SAFETY
250
LONGVIEW PAWS
PO BOX 808
LONGVIEW
,
TX
75606
NONE
PUBLIC
FOR PET RESCUE
500
GIRL SCOUTS OF NORTHEAST TEXAS
6001 SUMMERSIDE DRIVE
DALLAS
,
TX
75252
NONE
PUBLIC
TO SUPPORT MIDDLE SCHOOL GIRLS FROM LOW INCOME NEIGHBORHOODS
2,000
GLENWOOD CEMETERY
2525 WASHINGTON AVENUE
HOUSTON
,
TX
77007
NONE
PUBLIC
GENERAL CONTRIBUTION FOR CEMETARY
11,000
GREENWOOD CEMETERY ASSOCIATION
3020 OAK GROVE AVE
DALLAS
,
TX
75204
NONE
PUBLIC
FOR CEMETARY
5,000
HOUSTON MUSEUM OF NATURAL SCIENCE
5555 HERMANN PARK DR
HOUSTON
,
TX
77030
NONE
PUBLIC
PROMOTING EDUCATION AND INTEREST IN SCIENCE
10,000
HOUSTON PUBLIC MEDIA FOUNDATION
4800 CALHOUN RD
HOUSTON
,
TX
77004
NONE
PUBLIC
PUBLIC MEDIA AND NEWS BROADCASTING
4,000
WALTER MAX MISCHER III RESEARCH FUN
9 GREENWAY PLAZA SUITE 2900
HOUSTON
,
TX
77046
NONE
PUBLIC
FOR NEUROBIOLOGICAL BASES OF ADDICTIVE DISORDERS RESEARCH
5,000
ALZHEIMER'S ASSOCIATION
911 W LOOP 281
LONGVIEW
,
TX
75604
NONE
PUBLIC
RESEARCH AND SUPPORT FOR THOSE WITH ALZHEIMER'S
100
COMMUNITIES IN SCHOOLS OF HOUSTON C
1235 N LOOP W FWY
HOUSTON
,
TX
77008
NONE
PUBLIC
YOUTH DROP OUT PREVENTION PROGRAM
5,000
LETOURNEAU UNIVERSITY
2100 S MOBBERLY AVENUE
LONGVIEW
,
TX
75602
NONE
PUBLIC
PRIVATE UNIVERSITY
250
LONGVIEW ARBORETUM
PO BOX 9906
LONGVIEW
,
TX
75608
NONE
PUBLIC
CITY PARKS & RECREATION
80,000
RIVER OAKS CHAMBER ORCHESTRA
1973 W GRAY ST 3
HOUSTON
,
TX
77019
NONE
PUBLIC
TO PROMOTE CLASSICAL MUSIC
2,000
BOYS AND GIRLS CLUB OF THE BIG PINE
1500 POSITIVE PLACE
MARSHALL
,
TX
75670
NONE
PUBLIC
CHILD ENRICHMENT
5,000
CHRISTIAN COMMUNITY SERVICE CENTER
3230 MERCER
HOUSTON
,
TX
77027
NONE
PC
TO SERVE THE POOR, HUNGRY, DISABLED, AND OTHERWISE NEEDY.
2,500
EAST MOUNTAIN VOLUNTEER FIRE DEPART
107 MUNICIPAL DR
LONGVIEW
,
TX
75604
NONE
PC
PUBLIC SAFETY
250
GREGG COUNTY AREA GO TEXAS
421 N CENTER SUITE A
LONGIVEW
,
TX
75601
NONE
PC
OUTDOOR PRESERVATION
500
HOUSTON BOTANIC GARDEN
3701 KIRBY DR SUITE 992
HOUSTON
,
TX
77098
NONE
PC
CONSERVING THE DIVERSITY OF PLANTS FROM HOUSTON AND AROUND THE WORLD.
3,000
JUNIOR LEAGE OF LONGVIEW
1109 FOURTH STREET
LONGVIEW
,
TX
75606
NONE
PC
COMMUNITY INVOLVEMENT
10,000
KILGORE COLLEGE FOUNDATION
1100 BROADWAY
KILGORE
,
TX
75662
NONE
PC
EDUCATION
25,000
NEW MOUNTAIN VOLUNTEER FIRE DEPARTM
9871 TX - 155N
ORE CITY
,
TX
75683
NONE
PC
PUBLIC SAFETY
250
THE CENTER FOR HEARING AND SPEECH
3636 WEST DALLAS
HOUSTON
,
TX
77019
NONE
PC
GENERAL CONTRIBUTION
1,000
BROOKWOOD COMMUNITY
17520FM 1489
BROOKSHIRE
,
TX
77423
NONE
PC
TO PROVIDE ASSISTANCE TO ADULTS WITH SPECIAL NEEDS
1,000
CANCER FOUNDATION FOR LIFE
218 N COLLEGE
TYLER
,
TX
75702
NONE
PC
TO SUPPORT CANCER PATIENTS AND RESEARCH
1,000
CHEEKWOOD BOTANICAL GARDEN MUSEUM
1200 FORREST PARK DR
NASHVILLE
,
TN
37205
NONE
PC
GENERAL SUPPORT
2,500
CITIZENS FOR ANIMAL PROTECTION
17555 KATY FWY
HOUSTON
,
TX
77094
NONE
PC
GENERAL SUPPORT
5,000
EAST TEXAS ALZHEIMER'S ALLIANCE
911 W LOOP 281 STE 211-40
LONGVIEW
,
TX
75604
NONE
PC
GENERAL SUPPORT
5,000
EAST TEXAS DOWN SYNDROME GROUP
PO BOX 6604
LONGVIEW
,
TX
75608
NONE
PC
GENERAL SUPPORT
1,000
ELDERVILLE VOLUNTEER FIRE DEPARTMEN
8875 FM 2011 E
LONGVIEW
,
TX
75603
NONE
PC
GENERAL SUPPORT
250
FRIENDS OF THE LONGVIEW PUBLIC LIBR
222 W COTTON ST
LONGVIEW
,
TX
75601
NONE
PC
GENERAL SUPPORT
1,000
HOPE FOR PETS RESCUE
PO BOX 224
GILMER
,
TX
75644
NONE
PC
GENERAL SUPPORT
1,500
LONGVIEW CHAMBER OF COMMERCE FOUNDA
410 N CENTER ST
LONGVIEW
,
TX
75601
NONE
PC
General Support
25,000
MEADOWS MUSEUM
5900 BISHOP BLVD
DALLAS
,
TX
75205
NONE
PC
GENERAL SUPPORT
5,000
MEADOWS SCHOOL THE ARTS
6101 BISHOP BLVD
DALLAS
,
TX
75275
NONE
PC
GENERAL SUPPORT
5,000
PANOLA COLLEGE
1109 W PANOLA ST
CARTHAGE
,
TX
75633
NONE
PC
GENERAL SUPPORT
1,000
PARTNERS IN PREVENTION
140 E TYLER ST STE 400
LONGVIEW
,
TX
75601
NONE
PC
GENERAL SUPPORT
1,000
REMIND
PO BOX 27607
HOUSTON
,
TX
77227
NONE
PC
GENERAL SUPPORT
38,000
SMU COX SCHOOL OF BUSINESS
6212 BISHOP BLVD
DALLAS
,
TX
75275
NONE
PC
GENERAL SUPPORT
5,000
TEXAS CHILDREN'S HOSPITAL HOUSTON
6621 FANNIN ST
HOUSTON
,
TX
77030
NONE
PC
GENERAL SUPPORT
25,000
THE SALVATION ARMY
615 SLATERS LANE
ALEXANDRIA
,
VA
22314
NONE
PC
GENERAL SUPPORT
10,500
UNITY DIVERSITY COMMITTEE
PO BOX 1952
LONGVIEW
,
TX
75606
NONE
PC
GENERAL SUPPORT
350
UT LAW SCHOOL FOUNDATION
727 E DEAN KEETON ST
AUSTIN
,
TX
78705
NONE
PC
GENERAL SUPPORT
1,000
AMERICAN FESTIVAL FOR THE ARTS
1718A LUBBOCK STREET
HOUSTON
,
TX
77007
NONE
PC
GENERAL SUPPORT
1,000
AMERICAN RED CROSS
320 E RIECK RD
TYLER
,
TX
75703
NONE
PC
GENERAL SUPPORT
5,000
CORRIDOR RESCUE INC
PO BOX 11936
SPRING
,
TX
77391
NONE
PC
GENERAL SUPPORT
1,500
DAYSTAR COUNSELING MINISTRIES INC
2801 AZALEA PI
NASHVILLE
,
TN
37204
NONE
PC
GENERAL SUPPORT
2,500
EAST TEXAS SPEAKERS FORUM
1511 NOBLE DR
LONGVIEW
,
TX
75601
NONE
PC
GENERAL SUPPORT
5,000
FAMILY PROMISE OF LONGVIEW
700 N EDITH ST
LONGVIEW
,
TX
75601
NONE
PC
GENERAL SUPPORT
500
FLATWATER FOUNDATION
3575 FAR WEST BLVD 29810
AUSTIN
,
TX
78731
NONE
PC
GENERAL SUPPORT
100
HALLSVILLE EDUCATION FOUNDATION
300 WILLOW ST
HALLSVILLE
,
TX
75650
NONE
PC
GENERAL SUPPORT
500
HANNAH HOUSE MINISTRIES
PO BOX 782
GILMER
,
TX
75644
NONE
PC
GENERAL SUPPORT
250
HOUSTON METHODIST HOSPITAL FOUNDATI
1707 SUNSET BLVD
HOUSTON
,
TX
77005
NONE
PC
GENERAL SUPPORT
21,000
JUNIOR ACHIEVEMENT OF EAST TX
911 W LOOP 281 211-16
LONGVIEW
,
TX
75604
NONE
PC
GENERAL SUPPORT
1,000
MEMORIAL PARK CONSERVANCY INC
7575 N PICNIC LN
HOUSTON
,
TX
77007
NONE
PC
GENERAL SUPPORT
10,000
NORTHEAST TEXAS HABITAT FOR HUMANIT
905 MCCANN RD
LONGVIEW
,
TX
75601
NONE
PC
GENERAL SUPPORT
10,000
SILVER PAWS
3537 GILMER RD
LONGVIEW
,
TX
75604
NONE
PC
GENERAL SUPPORT
500
SNOOTY GIGGLES DOG RESCUE
POBOX 95 1057 THOMPSONS STATION RD
THOMPSONS STATION
,
TN
37179
NONE
PC
GENERAL SUPPORT
2,500
THE ARC OF GREGG COUNTY
601 BOYD ST
LONGVIEW
,
TX
75601
NONE
PC
GENERAL SUPPORT
1,500
THE FAY SCHOOL
105 N POST OAK LN
HOUSTON
,
TX
77024
NONE
PC
GENERAL SUPPORT
1,000
THE KINKAID SCHOOL
201 KINKAID SCHOOL DR
HOUSTON
,
TX
77024
NONE
PC
GENERAL SUPPORT
500
THE LAWRENCEVILLE SCHOOL
2500 MAIN ST
LAWRENCEVILLE
,
NJ
08648
NONE
PC
GENERAL SUPPORT
121,000
THE ROSE
12700 N FEATHERWOOD SUITE 260
HOUSTON
,
TX
77034
NONE
PC
GENERAL SUPPORT
5,000
WONDERFUL LIFE FOUNDATION
2728 EUGENIA AVE STE 106
NASHVILLE
,
TN
37211
NONE
PC
GENERAL SUPPORT
2,500
Total
.................................
3a
1,932,624
b
Approved for future payment
Total
.................................
3b
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
17,472
4
Dividends and interest from securities
....
14
791,454
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
211110
-5,732
18
860,299
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
PARTNERSHIP INCOME
14
9,834
b
PARTNERSHIP RENTAL INCOME
14
-322
c
PARTNERSHIP UBTI
211110
211,759
d
ROYALTY INCOME
15
308,273
e
TAX EXEMPT INCOME
14
11
12
Subtotal. Add columns (b), (d), and (e)
..
206,027
1,987,021
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
2,193,048
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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
(2019)
Form 990-PF (2019)
Page
13
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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
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) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
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) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
19009920
Software Version:
2019v5.0
Form 990PF - Special Condition Description:
Special Condition Description