2024-05-09T11:59:24-04:00 2023-12-31 061665183 MAREK & MAREK PC 3232 LOTTIE LANE ROSENBERG TX 77471 990PF 2023-01-01 616465261 THE WINGATE-LINDSEY CHARITABLE TRUST WING P O BOX 1127 RICHMOND TX 774061127 GARY W POCHYLA TRUSTEE 2813423825 2024-05-09 true GARY POCHYLA true DANNY F MAREK P00114159 2813421723 2024-05-09 2 00 AAL2 IAL1 2023 2023-04-26 12:10:37Z X 8426983 X X 161205 161205 18879 18879 412765 5131183 412765 111276 111276 704125 704125 76502 30601 45901 1860 1860 6450 3225 3225 45397 45397 24572 17572 18863 18863 40226 31963 8263 213870 149481 57389 276000 276000 489870 149481 333389 214255 554644 0 63832 33050 33050 124522 219253 219253 4783342 5047509 6176129 640839 735034 640839 1443878 73274 74122 129993 226353 207490 424680 6006357 6222263 8426983 0 0 X 6006357 6222263 6006357 6222263 6006357 6222263 6006357 214255 1651 6222263 6222263 EDWARD JONES SECURITIES P 17213 21643 -4430 -4430 EDWARD JONES SECURITIES P 2416 2519 -103 -103 EDWARD JONES CAPITAL GAINS DISTR P 13658 13658 13658 FIDELITY SECURITIES P 1060523 1022384 38139 38139 FIDELITY SECURITIES P 3386828 3534274 -147446 -147446 FIDELITY CAPITAL GAINS DISTRIBUTION P 707 707 707 30 ACRES - ORCHARD TX D 2015-01-01 2023-07-21 649838 137598 512240 412765 -147549 7710 0 7710 0 7710 7292 7292 418 false false false false false false false true true TX true false false false false true GARY W POCHYLA 2813423825 1314 OAK CREEK RICHMOND TX 77469 false false false false false false false false false false false false false false false true false false true false false false false GARY W POCHYLA 1314 OAK CREEK RICHMOND TX 77469 TRUSTEE 12.00 76502 0 0 NONE 0 NONE NA 0 NA 0 5598341 381591 1874966 7854898 0 7854898 117823 7737075 386854 386854 7710 7710 379144 379144 379144 333389 333389 379144 271886 333389 271886 61503 317641 NONE NONE GARY W POCHYLA P O BOX 1127 RICHMOND TX 774061127 2813423825 TRUSTEE DOES NOT UTILIZE A SPECIFIC APPLICATION FORM AND CURRENTLY RESPONDS TO SOLICITED AND UNSOLICITED REQUESTS. HOWEVER, THE TRUSTEE REQUIRES COPIES OF IRS DETERMINATION LETTERS FOR EACH PROPOSED GRANTEE CHARITY AND, IF THE FUNDS ARE TO BE USED FOR SPECIFIC PURPOSES (RATHER THAN MERELY THEIR GENERAL EXEMPT PURPOSE), THE TRUSTEE WILL SET FORTH SUCH RESTRICTIONS IN A STANDARD GRANT LETTER. NONE THE TRUST WILL MAKE GRANTS TO QUALIFIED PUBLIC CHARITIES AS IDENTIFIED, BUT NOT LIMITED TO, THE ORGANIZATIONS DESCRIBED IN ARTICLE III OF THE TRUST AGREEMENT. THE GRANTS WILL FURTHER THE EXEMPT PURPOSE OF THE TRUST BECAUSE THE GRANTEES WILL USE THE FUNDS TO FURTHER THEIR RESPECTIVE EXEMPT PURPOSES. ORCHARD CEMETERY ASSOCIATION INC P O BOX 74 ORCHARD TX 774640074 NA NC FOR MAINTENANCE & IMPROVEMENTS TO CEMETERY 10000 ORCHARD VOLUNTEER FIRE DEPARTMENT P O BOX 175 ORCHARD TX 77464 NA GOV GENERAL OPERATING SUPPORT 20000 TSTC FOUNDATION 3801 CAMPUS DRIVE WACO TX 76705 NA PC FOR STUDENT SCHOLARSHIPS & BUILDING FUND 150000 LAMAR EDUCATIONAL AWARDS FOUNDATION 3911 AVE I ROSENBERG TX 77471 NA PC FUNDS TO SUPPORT TEACHER GRANTS 5000 MORTON CEMETERY ASSOCIATION P O BOX 300 RICHMOND TX 77406 NA NC FOR MAINTENANCE & IMPROVEMENTS TO CEMETERY 40000 CAL FARLEYS BOYS RANCH P O BOX 1890 AMARILLO TX 791059985 NA PC SCHOLARSHIPS & GENERAL SUPPORT 50000 PAMELA CATHERINE HASS MERMORIAL P O BOX 101 ORCHARD TX 77464 NA NC SCHOLARSHIPS 1000 276000 0 14 161205 16 18879 18 412765 ROYALTY INCOME 15 111276 704125 704125 false false false false false false false false false false ACCOUNTING FEES 6450 3225 0 3225 ORCHARD CEMETERY ASSOCIATION INC P O BOX 74 ORCHARD TX 774640074 2023-12-07 10000 SEE STATEMENT 127 1 10000 12-31-2023 2024-02-06 SEE STATEMENT 127 1 MORTON CEMETERY ASSOCIATION P O BOX 300 RICHMOND TX 77406 2023-12-07 40000 SEE STATEMENT 127 2 40000 12-31-2023 2024-01-29 SEE STATEMENT 127 2 Form 990PF-General Explanation Attachment 1 FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY STATEMENT (ADDITIONAL INFORMATION AND EXPLANATION OF STATEMENT 129)GRANT PURPOSETHE GRANT WAS MADE TO A PUBLIC CEMETERY ESTABLISHED IN 1924. THE FUNDS WERE PROVIDED TO MAINTAIN AND MAKE NEEDED IMPROVEMENTS TO THE HISTORIC CEMETERY FOR HISTORICAL AND CULTURAL PURPOSES AND TO PROVIDE CIVIC PRIDE TO THE COMMUNITY.RESULTS OF VERIFICATIONREVIEW OF THE ACCOUNTING AND FINANCIAL RECORDS SUPPORTS THE FACT THAT THE FUNDS HAVE BEEN USED FOR THE INTENDED PURPOSE OF THE GRANT. THE CEMETERY IS BEING MAINTAINED AND NEEDED IMPROVEMENTS HAVE BEEN MADE AND ARE CONTINUING TO BE MADE. Form 990PF-General Explanation Attachment 2 FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY STATEMENT (ADDITIONAL INFORMATION AND EXPLANATION OF STATEMENT 129, PG02)GRANT PURPOSETHE GRANT WAS MADE TO A PUBLIC CEMETERY THAT PREDATES THE REPUBLIC OF TEXAS. THE FUNDS WERE PROVIDED TO MAINTAIN AND MAKE NEEDED IMPROVEMENTS TO THE HISTORIC CEMETERY TO INSURE ITS PERPETUAL LIFE. IMPROVEMENTS AND UPDATES TO THE AESTHETICS OF THE AREA WILL BE A BENEFIT FOR FUTURE GENERATIONS.RESULTS OF VERIFICATIONREVIEW OF THE ACCOUNTING AND FINANCIAL RECORDS SUPPORTS THE FACT THAT THE FUNDS HAVE BEEN USED FOR THE INTENDED PURPOSE OF THE GRANT. THE CEMETERY IS BEING MAINTAINED AND NEEDED IMPROVEMENTS HAVE BEEN MADE AND ARE CONTINUING TO BE MADE. EDWARD JONES ETFS 338989 472304 EDWARD JONES MUTUAL FUNDS 669243 676733 FIDELITY MUTUAL BONDS 0 0 FIDELITY EXCHANGE TRADED PROD 1649334 2001944 FIDELITY STOCKS 1329079 1822403 FIDELITY OTHER INVESTMENTS 12903 19186 FIDELITY STOCK FUNDS 396964 503498 FIDELITY BOND FUNDS 650997 680061 1658 ACRES - 11154 HWY 36 292944 0 292944 624188 80 ACRES - BEE COUNTY TX 144000 0 144000 228000 30 ACRES - LONG LANE 0 0 0 0 1055 ACRES - REINECKER ROAD 203895 0 203895 591690 INVESTMENT IN WINSTON TRACT JV II 74122 129993 LEGALOTHER FEES 1860 1860 0 0 MINERAL INTEREST - HILCORP LEASE 226353 207490 424680 CONTRACT BOOKKEEPING 3600 1440 0 2160 OFFICE ADMINISTRATION 14000 8400 0 5600 INSURANCE 1258 943 0 315 OFFICEPOSTAGEBANK CHARGES 377 189 0 188 FEES 487 487 0 0 ROYALTY DEDUCTIONS 20504 20504 0 0 ROYALTY INCOME 111276 111276 0 SECURITIES - BASIS ADJUSTMENT 1651 INVESTMENT MANAGEMENT FEES 45397 45397 0 0 FOREIGN TAXES PAID 4086 4086 0 0 AD VALOREM TAXES 6937 6937 0 0 PRODUCTION TAXES - ROYALTIES 6549 6549 0 0 EXCISE TAXES 7000 0 0 0