2024-03-04T10:01:15-08:00 2023-10-31 751503978 HENRY & PETERS PC 3304 S BROADWAY AVE TYLER TX 75701 990PF 2022-11-01 752695524 EAST TEXAS MEDICAL CENTER FOUNDATION EAST 9039915040 3301 GOLDEN RD STE 411 TYLER TX 75701 BYRON C HALE SECRETARY/TREASURER 2024-03-04 true BYRON C HALE 999009999 true Ginny Ragland P00160325 9035976311 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X 164556161 X 8050353 3539701 3539701 -67225 245962414 87749 87749 11610578 3627450 260416 260416 112724 112724 44778 44778 1931 965 965 62622 46967 15655 573012 498812 74200 109788 43532 24470 41721 16689 25032 13799 13799 115491 14285 101206 1336282 621250 673245 5196015 5196015 6532297 621250 5869260 5078281 3006200 6532614 5483796 5483796 10416 2430 2430 153833972 159435534 152710343 3871817 4408625 6359592 164248819 169330385 164556161 4026 10526 4026 10526 X 164244793 169319859 164244793 169319859 164248819 169330385 164244793 5078281 169323074 3215 169319859 CASH IN LIEU P 2022-11-01 2023-10-31 18 -18 -18 CAPITAL GAIN DISTRIBUTIONS P 2022-11-01 2023-10-31 976814 976814 976814 PUBLICLY TRADED SECURITIES - FROST P 2022-11-01 2023-10-31 28119646 29184593 -1064947 -1064947 PUBLICLY TRADED SECURITIES - ML #3072 P 2022-11-01 2023-10-31 1129803 1220271 -90468 -90468 PUBLICLY TRADED SECURITIES - ML P 2022-11-01 2023-10-31 215736151 215624757 111394 111394 -67225 -67225 41786 41786 41786 44216 44216 X 2430 2430 false false false false true false false true true TX true false false true false true www.etmcfoundation.org BYRON HALE 9039915040 3301 GOLDEN RD STE 411 TYLER TX 75701 false false false false true false false false false false false false false false false false false false false false false false PAUL W DETWILER MD 3301 GOLDEN RD STE 411 TYLER TX 75701 BOARD MEMBER 5.00 0 DAWN FRANKS 3301 GOLDEN RD STE 411 TYLER TX 75701 Executive Dir. 40.00 260416 BYRON C HALE 3301 GOLDEN RD STE 411 TYLER TX 75701 SECRETARY/TREAS 5.00 0 STEVEN C ROOSTH 3301 GOLDEN RD STE 411 TYLER TX 75701 BOARD MEMBER 5.00 0 FRED SMITH 3301 GOLDEN RD STE 411 TYLER TX 75701 BOARD MEMBER 5.00 0 ELAM F SWANN 3301 GOLDEN RD STE 411 TYLER TX 75701 PRESIDENT 5.00 0 TOM M WOLDERT 3301 GOLDEN RD STE 411 TYLER TX 75701 BOARD MEMBER 5.00 0 PAULA ANTHONY 3301 GOLDEN RD STE 411 TYLER TX 75701 BOARD MEMBER 5.00 0 JULIE PHILLEY MD 3301 GOLDEN RD STE 411 TYLER TX 75701 BOARD MEMBER 5.00 0 NONE NONE 160070504 6187539 302596 166560639 0 166560639 2498410 164062229 8203111 8203111 41786 41786 8161325 8161325 8161325 5869260 5869260 8161325 1999098 5869260 1999098 0 3870162 4291163 X UNIVERSITY OF TEXAS HEALTH SCIENCE 11937 US HWY 271 TYLER TX 75708 NONE PC MEDICAL SCHOOL 4715000 EAST TEXAS COMMUNITY CLINIC 115 MEDICAL CIRCLE STE 100 ATHENS TX 75751 NONE PC ASSISTANCE 250000 NEXT STEP COMMUNITY SOLUTIONS 305 S BROADWAY AVE TYLER TX 75702 NONE PC RECOVERY 225000 FOSTERING COLLECTIVE 201 WINCHESTER DR TYLER TX 75701 NONE PC ASSISTANCE 15 MOSAIC COUNSELING CENTER 100 E FERGUSON ST STE 602 TYLER TX 75702 NONE PC ASSISTANCE 6000 5196015 14 3539701 18 -67225 OIL & GAS ROYALTIES 15 87749 3560225 3560225 false false false false false false false false false false X X 1 ETX SUCCESSOR SYSTEM PO BOX 131000 TYLER TX 75713 8050353 X ACCOUNTING FEES 62622 46967 0 15655 PUBLICLY TRADED SECURITIES 159435534 152710343 OIL & GAS ROYALTY INTERESTS AT COST 302596 PARTNERSHIP INVESTMENT AT COST 4408625 6056996 LEGAL FEES 1931 965 0 965 NONDEDUCTIBLE EXPENSES - MEALS 2811 NONDEDUCTIBLE EXPENSES (VELOCIS K-1) 404 ASSESSMENTS & RESEARCH 50000 50000 BANK SERVICE CHARGES 5189 3891 1298 BHLT SMITH COUNTY 717 717 COMPUTER/INTERNET 10243 4097 6146 CONTINUING EDUCATION 2929 2929 DUES & MEMBERSHIPS 10442 10442 EQUIPMENT & FURNITURE 11938 3581 8357 INSURANCE-D&O 2250 675 1575 INSURANCE-LIABILITY & GENERAL 827 331 496 MARKETING EXPENSE 188 188 MEALS AT 100% (2022) 2382 2382 MEALS AT 50% (2023) 2811 2811 MISCELLANEOUS 317 317 OFFICE EXPENSES 8449 1690 6759 PAYROLL PROCESS FEES 3910 3910 POSTAGE & DELIVERY 80 20 60 TELEPHONE 1471 1471 WEBSITE EXPENSE 1348 1348 OIL & GAS ROYALTIES 87749 87749 Rounding 1 CONSULTING FEES 17019 0 0 17019 CONSULTING FEES - STRATEGIC PLANNING 47934 0 0 47934 CONTRACT LABOR 8752 0 0 8752 INVESTMENT EXPENSES (VELOCIS K-1) 12786 12786 0 0 INVESTMENT MANAGEMENT FEES 485889 485889 0 0 MEETING EXPENSE - BOARD 220 55 0 165 MEETING EXPENSE - OTHER 412 82 0 330 EXCISE TAX 41786 FOREIGN TAXES PAID-INVESTMENTS 27800 27800 O&G AD VALOREM/PROD TAXES 15732 15732 PAYROLL TAX EXPENSE 24470 24470 ETX SUCCESSOR SYSTEM PO BOX 131000 TYLER TX 75713 751803327 TRANSFER OF CASH AS DONATION 8050353 8050353