FLEUR FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FLEUR FOUNDATION (EIN 86-2995353)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-24
- IRS object ID
- 202641759349100109
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-24T07:40:28-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742629168 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oroian Guest & Little PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11955 Network Blvd | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78249 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 862995353 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fleur Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLEU | BusinessNameControlTxt |
| Phone | 8306246174 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 589 Magazine Ave | AddressLine1Txt |
| City | New Braunfels | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78130 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREA OTTE | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2026-06-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jordan Lee Johnston | PreparerPersonNm |
| PTIN | P01303232 | PTIN |
| Phone | 2106415600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $532,948 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $98,253 | ContriRcvdRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $72,444 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $237,932 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $72,444 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $170,697 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $72,444 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $950 | AccountingFeesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $325 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $7,937 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,923 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $9,212 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,873 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,212 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,873 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $121,485 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $65,571 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,262 | CashBOYAmt |
| Cash EOY | $1,973 | CashEOYAmt |
| Cash EOYFMV | $1,973 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,537 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,138 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,138 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $178,949 | CorporateStockBOYAmt |
| Corporate Stock EOY | $329,928 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $329,928 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $214,024 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $183,909 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $183,909 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $404,772 | TotalAssetsBOYAmt |
| Total Assets EOY | $532,948 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $532,948 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $404,772 | CapitalStockBOYAmt |
| Capital Stock EOY | $532,948 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $404,772 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $532,948 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $404,772 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $532,948 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $404,772 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $121,485 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,691 | OtherIncreasesAmt |
| Subtotal | $532,948 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $532,948 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Pub Traded Sec - Fidelity - S/T | $78,039 | $74,375 | $3,664 | $3,664 |
| Pub Traded Sec - Fidelity - L/T | $159,893 | $91,113 | $68,780 | $68,780 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $72,444 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $72,444 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $911 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $911 | SubtotalAmt |
| Tax Based On Investment Income | $911 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $46 | EsPenaltyAmt |
| Tax Due | $957 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.FLEURFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Andrea Otte | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8306246174 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 N ACADEMY AVE | AddressLine1Txt |
| City | New Braunfels | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ANDREA OTTE | ||||||
| 777 N ACADEMY AVE | NEW BRAUNFELS | TX | 78130 | PRES/TREASURER | 0.00 | $0 |
| CHAD OTTE | ||||||
| 777 N ACADEMY AVE | NEW BRAUNFELS | TX | 78130 | Vice President | 0.00 | $0 |
| ANN AYRES | ||||||
| 345 N CANAL ST UNIT 1108 | CHICAGO | IL | 60606 | Secretary | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $501,625 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,653 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $505,278 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $505,278 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,579 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $497,699 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,885 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,885 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $911 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $911 | TotalTaxAmt |
| Distributable Before Adj | $23,974 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $23,974 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $23,974 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $40,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,974 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $7,311 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,880 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,424 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $20,615 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $40,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,974 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,026 | RemainingDistriFromCorpusAmt |
| Total Corpus | $36,641 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $36,641 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $7,311 | ExcessFromYear3Amt |
| Excess From Year2 | $8,880 | ExcessFromYear2Amt |
| Excess From Year1 | $4,424 | ExcessFromYear1Amt |
| Excess From Current Year | $16,026 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANDREA OTTE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Andrea Otte | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 589 Magazine Ave | AddressLine1Txt |
| City | New Braunfels | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8306246174 | RecipientPhoneNum |
| Recipient Email Address | andrea@fleurfoundation.org | RecipientEmailAddressTxt |
| Form And Info And Materials | Apply online www.fleurfoundation.org. Must include Organization Name, address, website, contact information, Tax ID, IRS Determination Letter, Mission Statement, background history, and current programs/services. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | September 30th | SubmissionDeadlinesTxt |
| Restrictions On Awards | Food insecurity, homelessness, lack of health care, and other (must describe need and proposed use of grant funds). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CONNECTIONS INDIVIDUAL FAMILY SERVI | ||||||
| 355 N ASHLAND AVE | CHICAGO | IL | 60607 | PC | ORGANIZATION SUPPORT | $7,500 |
| NEW BRAUNFELS HOUSING PARTNERS | ||||||
| 4120 LOOP 337 | NEW BRAUNFELS | TX | 78130 | PC | ORGANIZATION SUPPORT | $20,000 |
| COMAL COUNTY SENIOR CITIZENS FOUNDA | ||||||
| 710 LANDA ST | NEW BRAUNFELS | TX | 78130 | PC | ORGANIZATION SUPPORT | $2,500 |
| FAMILY PROMISE OF GREATER NEW BRAUN | ||||||
| 295 ROSEWOOD | NEW BRAUNFELS | TX | 78130 | PC | ORGANIZATION SUPPORT | $5,000 |
| NEW BRAUNFELS CHRISTIAN MINISTRIES | ||||||
| 1239 W SAN ANTONIO ST | NEW BRAUNFELS | TX | 78130 | PC | ORGANIZATION SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $72,444 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $72,444 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $72,444 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ANDREA F OTTE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 N ACADEMY AVE | AddressLine1Txt |
| City | NEW BRAUNFELS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $98,253 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED STOCKS AND BONDS. | NoncashPropertyDesc |
| Fair Market Value | $98,253 | FairMarketValueAmt |
| Received | 2025-03-15 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $950 | Amt |
| Net Investment Income | $950 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIDELITY - BROKERAGE ACCOUNT | BondNm |
| EOY Book Value | $183,909 | EOYBookValueAmt |
| EOYFMV | $183,909 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY - BROKERAGE ACCOUNT | StockNm |
| EOY Book Value | $329,928 | EOYBookValueAmt |
| EOYFMV | $329,928 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Brokerage Fees | $5,923 | $5,923 |
| INSURANCE | $1,349 | |
| Misc EXPENSE | $260 | |
| Website | $405 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Basis adjustment on sale of donated securites | Desc |
| Amt | $6,691 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Andrea Otte | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 N Academy Ave | AddressLine1Txt |
| City | New Braunfels | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78130 | ZIPCd |